FLCB

Institutional Ownership

Top 108 Institutional Holders
HolderSharesDateChange% Held
First Citizens Financial Corp19.71KSep 30, 26-2.58K0.01%
Cape Investment Advisory, Inc.1.97KSep 30, 26-7330.00%
CoreCap Advisors, LLC--Sep 30, 26-778--
FRANKLIN RESOURCES INC76.61MJun 30, 26-1.14M50.38%
LPL Financial LLC6.37MJun 30, 26+4.53M4.19%
Sanctuary Advisors, LLC3.24MJun 30, 26+157.18K2.13%
AMERIPRISE FINANCIAL INC3.16MJun 30, 26+509.75K2.08%
Bank of New York Mellon Corp3.07MJun 30, 26-95.21K2.02%
HANTZ FINANCIAL SERVICES, INC.2.68MJun 30, 26+577.83K1.76%
JONES FINANCIAL COMPANIES LLLP2.62MJun 30, 26+853.19K1.72%
Janney Montgomery Scott LLC2.47MJun 30, 26+90.30K1.62%
BANK OF AMERICA CORP /DE/2.15MJun 30, 26-30.63K1.42%
MORGAN STANLEY1.98MJun 30, 26+140.79K1.30%
ENVESTNET ASSET MANAGEMENT INC1.42MJun 30, 26+38.04K0.93%
JPMORGAN CHASE & CO1.33MJun 30, 26+133.10K0.87%
Sequent Planning LLC1.01MJun 30, 26+74.39K0.66%
Cetera Investment Advisers666.20KJun 30, 26+34.54K0.44%
ASSETMARK, INC615.23KJun 30, 26+103.56K0.40%
MGO ONE SEVEN LLC467.06KJun 30, 26+7.64K0.31%
CITADEL ADVISORS LLC448.95KJun 30, 26+448.95K0.30%
Allworth Financial LP429.81KJun 30, 26-194.14K0.28%
RAYMOND JAMES FINANCIAL INC371.22KJun 30, 26-88.03K0.24%
KESTRA PRIVATE WEALTH SERVICES, LLC230.71KJun 30, 26+13.54K0.15%
Atria Investments, Inc227.78KJun 30, 26+10.49K0.15%
CENTRAL TRUST Co224.14KJun 30, 26+10.54K0.15%
Capital Analysts, LLC219.58KJun 30, 26+219.17K0.14%
Smartleaf Asset Management LLC202.56KJun 30, 26--0.13%
Bogart Wealth, LLC192.77KJun 30, 26+2500.13%
RFG Advisory, LLC185.26KJun 30, 26+185.26K0.12%
NATIXIS ADVISORS, L.P.177.22KJun 30, 26+46.66K0.12%
Steward Partners Investment Advisory, LLC127.85KJun 30, 26+127.85K0.08%
JANE STREET GROUP, LLC104.65KJun 30, 26+104.65K0.07%
ADVISOR GROUP HOLDINGS, INC.104.21KJun 30, 26+19.78K0.07%
WELLS FARGO & COMPANY/MN101.20KJun 30, 26-3.46K0.07%
CITIGROUP INC88.77KJun 30, 26+68.38K0.06%
ROYAL BANK OF CANADA88.33KJun 30, 26+18.80K0.06%
NewEdge Advisors, LLC80.45KJun 30, 26+8.12K0.05%
Pensionmark Financial Group, LLC63.77KJun 30, 26-8.19K0.04%
COMMONWEALTH EQUITY SERVICES, LLC57.98KJun 30, 26+12.96K0.04%
Cambridge Investment Research Advisors, Inc.52.80KJun 30, 26-8660.03%
Private Advisor Group, LLC51.69KJun 30, 26+7.54K0.03%
Slagle Financial, LLC42.41KJun 30, 26+1.38K0.03%
Pinnacle Financial Group, LLC / IL41.19KJun 30, 26+2.86K0.03%
TD Waterhouse Canada Inc.38.87KJun 30, 26-19.65K0.03%
Envestnet Portfolio Solutions, Inc.37.03KJun 30, 26-1.04K0.02%
PARK AVENUE SECURITIES LLC34.43KJun 30, 26+6.77K0.02%
TCG Advisory Services, LLC33.57KJun 30, 26+2490.02%
Pinnacle Financial Partners, Inc.32.27KJun 30, 26+3.82K0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV31.84KJun 30, 26-1.92K0.02%
CULLEN/FROST BANKERS, INC.31.35KJun 30, 26+40.02%
Clearbridge Investments, LLC28.86KJun 30, 26--0.02%
StoneX Group Inc.26.95KJun 30, 26-310.02%
Geneos Wealth Management Inc.25.68KJun 30, 26+2.12K0.02%
Convergence Financial, LLC24.07KJun 30, 26+12.04K0.02%
MML INVESTORS SERVICES, LLC17.76KJun 30, 26+7.91K0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15.14KJun 30, 26-9360.01%
FIFTH THIRD BANCORP14.81KJun 30, 26-8020.01%
TRUIST FINANCIAL CORP10.70KJun 30, 26+2010.01%
Global Retirement Partners, LLC9.77KJun 30, 26+9.77K0.01%
Federation des caisses Desjardins du Quebec5.45KJun 30, 26--0.00%
PRIVATE TRUST CO NA3.16KJun 30, 26+2.79K0.00%
Cape Investment Advisory, Inc.2.70KJun 30, 26+2.70K0.00%
Smithfield Trust Co2.60KJun 30, 26+7000.00%
Integrated Wealth Concepts LLC2.26KJun 30, 26+2.26K0.00%
Ronald Blue Trust, Inc.1.40KJun 30, 26+1.40K0.00%
Rossby Financial, LCC1.04KJun 30, 26+2440.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC892Jun 30, 26--0.00%
Signature Equity Partners, LLC830Jun 30, 26-2380.00%
MERCER GLOBAL ADVISORS INC /ADV829Jun 30, 26+8290.00%
Dunhill Financial, LLC772Jun 30, 26+270.00%
Silver Grove Financial Group, Inc.760Jun 30, 26+7600.00%
Aptus Capital Advisors, LLC370Jun 30, 26+3700.00%
FIDUCIARY FINANCIAL ADVISORS318Jun 30, 26+3180.00%
IFP Advisors, Inc290Jun 30, 26+110.00%
Transamerica Financial Advisors, Inc.228Jun 30, 26-400.00%
PNC FINANCIAL SERVICES GROUP, INC.214Jun 30, 26+2140.00%
AE Wealth Management LLC139Jun 30, 26--0.00%
HARBOUR INVESTMENTS, INC.134Jun 30, 26+1340.00%
Park Square Financial Group, LLC51Jun 30, 26-1110.00%
Cedar Mountain Advisors, LLC32Jun 30, 26+320.00%
UBS Group AG5Jun 30, 26+50.00%
CREATIVE FINANCIAL DESIGNS INC /ADV1Jun 30, 26--0.00%
Mariner, LLC--Jun 30, 26-12.77K--
Independent Advisor Alliance--Jun 30, 26-112.94K--
WOLFF WIESE MAGANA LLC--Jun 30, 26-27--
Brinker Capital Investments, LLC--Jun 30, 26-9.34K--
OLD MISSION CAPITAL LLC--Jun 30, 26-139.43K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-191.55K--
WealthShield Partners, LLC--Jun 30, 26-47--
Root Financial Partners, LLC--Jun 30, 26-91--
Advisory Services Network, LLC--Jun 30, 26-55--
Intentional Wealth Strategies, LLC--Jun 30, 26-4.75K--
GOLDMAN SACHS GROUP INC--Jun 30, 26-29.30K--
AdvisorNet Financial, Inc--Jun 30, 26-691--
Atomi Financial Group, Inc.--Jun 30, 26-17.41K--
CWM, LLC106.37KMar 31, 26+80.99K0.07%
Skopos Labs, Inc.--Mar 31, 26-28.20K--
COMERICA BANK17.79KDec 31, 25+5850.01%
CIBC Private Wealth Group, LLC2.07KDec 31, 25--0.00%
Atria Wealth Solutions, Inc.58.78KJun 30, 25-61.12K0.04%
AVANTAX ADVISORY SERVICES, INC.38.29KJun 30, 25+26.19K0.03%
Orion Portfolio Solutions, LLC9.61KMar 31, 25-5740.01%
Anchor Pointe Wealth Management, LLC38.03KDec 31, 24+38.03K0.03%
Raymond James Financial Services Advisors, Inc.83.85KSep 30, 24+18.55K0.06%
Cetera Advisor Networks LLC48.47KMar 31, 24+9.34K0.03%
American Portfolios Advisors85.81KSep 30, 22+1.53K0.06%
NEXT Financial Group, Inc837Dec 31, 21--0.00%
Advisor Group, Inc.3.16KDec 31, 19+3.16K0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.