SS SPDR BB IG FLOAT RT ETF FLRN
$30.76
0.0% 52w: $29.42 – $30.76
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data29.4230.0930.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
351
+5 QoQ
13F value
$1.76B
+0.5% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
3.9×
$1.2M calls / $314K puts
Institutional value by quarter
Number of holders
Who owns FLRN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | Wealth advisor | 5.3M | $163.7M | 0.4% | +7.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.8M | $117.3M | 0.0% | -0.8% |
| MORGAN STANLEY | Bank broker | 2.3M | $71.7M | 0.0% | +10.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.3M | $70.3M | 0.0% | +30.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.2M | $68.3M | 0.0% | -9.2% |
| LPL Financial LLC | Bank broker | 2.2M | $68.2M | 0.0% | +12.6% |
| Beacon Capital Management, Inc. | Wealth advisor | 1.9M | $58.4M | 3.3% | +378.4% |
| New York Life Investment Management LLC | Insurance | 1.5M | $46.7M | 0.4% | -3.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $41.3M | 0.0% | -24.9% |
| Curbstone Financial Management Corp | Wealth advisor | 1.3M | $39.1M | 7.5% | +1.1% |
| Facet Wealth, Inc. | Wealth advisor | 1.2M | $36.6M | 0.6% | +9.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 1.0M | $31.2M | 0.1% | -12.5% |
| Valmark Advisers, Inc. | Wealth advisor | 995.1K | $30.6M | 0.4% | +1.8% |
| Stratos Investment Management, LLC | Wealth advisor | 960.7K | $29.6M | 1.2% | +4.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 924.8K | $28.3M | 0.3% | +14.1% |
| Advisory Alpha, LLC | Wealth advisor | 848.8K | $26.1M | 0.7% | -9.8% |
| MFA WEALTH ADVISORS, LLC | Wealth advisor | 800.2K | $24.6M | 4.8% | +9.2% |
| Ameliora Wealth Management Ltd. | Wealth advisor | 736.2K | $22.7M | 7.2% | +16.3% |
| Cornerstone Management, Inc. | Wealth advisor | 733.2K | $22.6M | 3.6% | +1.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 718.9K | $22.1M | 0.0% | -1.5% |
| WESCAP Management Group, Inc. | Wealth advisor | 706.1K | $21.7M | 4.3% | -2.5% |
| STATE STREET CORP | Index provider | 692.1K | $21.3M | 0.0% | -28.2% |
| Towercrest Capital Management | Wealth advisor | 584.8K | $18.0M | 2.8% | -10.2% |
| MILESTONE ASSET MANAGEMENT, LLC | Wealth advisor | 561.3K | $17.3M | 3.2% | -27.0% |
| Penobscot Investment Management Company, Inc. | Other | 559.9K | $17.2M | 1.3% | -2.1% |
| Alliance Wealth Management Group | Wealth advisor | 558.4K | $17.2M | 3.8% | -10.5% |
| Cetera Investment Advisers | Wealth advisor | 555.5K | $17.1M | 0.0% | +64.5% |
| Whitcomb & Hess, Inc. | Wealth advisor | 513.4K | $15.8M | 3.7% | +2.2% |
| IHT Wealth Management, LLC | Wealth advisor | 502.7K | $15.5M | 0.4% | -0.2% |
| Providence First Trust Co | Wealth advisor | 493.8K | $15.2M | 5.3% | -1.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 461.7K | $14.2M | 0.0% | -8.2% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 449.4K | $13.8M | 0.2% | +2.9% |
| APPLETON PARTNERS INC/MA | Other | 448.2K | $13.8M | 1.0% | -6.0% |
| Cherry Tree Wealth Management, LLC | Wealth advisor | 435.9K | $13.4M | 2.8% | +2.4% |
| UBS Group AG | Bank broker | 434.9K | $13.4M | 0.0% | -3.5% |
| RFG Advisory, LLC | Wealth advisor | 400.6K | $12.3M | 0.2% | -0.3% |
| PARSONS CAPITAL MANAGEMENT INC/RI | Other | 397.7K | $12.2M | 0.6% | +5.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 377.3K | $11.6M | 0.0% | -35.5% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 323.1K | $9.9M | 1.4% | +5.2% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 315.2K | $9.7M | 1.3% | +6.1% |
| Aspetuck Financial Management LLC | Other | 314.0K | $9.7M | 6.6% | -0.5% |
| DEAN INVESTMENT ASSOCIATES, LLC | Other | 310.2K | $9.5M | 1.3% | +6.5% |
| Ameritas Advisory Services, LLC | Wealth advisor | 287.5K | $8.8M | 0.3% | New |
| Private Advisor Group, LLC | Wealth advisor | 279.2K | $8.6M | 0.0% | +3.9% |
| JPMORGAN CHASE & CO | Bank broker | 274.5K | $8.4M | 0.0% | +10.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 258.9K | $8.0M | 0.0% | New |
| Legacy Edge Advisors, LLC | Wealth advisor | 255.4K | $7.9M | 0.8% | +4.0% |
| Cedar Mountain Advisors, LLC | Wealth advisor | 239.6K | $7.4M | 1.4% | +1.7% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 237.1K | $7.3M | 0.0% | -0.2% |
| MATAURO, LLC | Wealth advisor | 225.4K | $6.9M | 1.0% | +31.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.