Who Owns FLAH&CRUM TOTAL RETURN (FLC)? -- Institutional Holders (2026-06-30)

58 institutions reported holding $60.9M of FLAH&CRUM TOTAL RETURN (FLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($21.5M), BANK OF AMERICA CORP /DE/ ($4.4M), Hennion & Walsh Asset Management, Inc. ($4.1M), Advisors Asset Management, Inc. ($3.9M), Noble Wealth Management PBC ($3.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SIT INVESTMENT ASSOCIATES INC$21.5M1.3MAdded
2BANK OF AMERICA CORP /DE/$4.4M261,186Trimmed
3Hennion & Walsh Asset Management, Inc.$4.1M241,468Added
4Advisors Asset Management, Inc.$3.9M230,907Trimmed
5Noble Wealth Management PBC$3.8M225,747Added
6Sowell Financial Services LLC$3.5M204,611Trimmed
7LPL Financial LLC$2.7M157,596Added
8Invesco Ltd.$2.2M129,884Added
9Smith Asset Management Co., LLC$2.1M124,011Trimmed
10GUGGENHEIM CAPITAL LLC$1.7M100,671Added
11MORGAN STANLEY$1.6M97,218Added
12CEERA INVESTMENTS, LLC$1.2M69,930Added
13Fiera Capital Corp$1.2M69,761Added
14Closed-End Fund Advisors, Inc.$786,30646,527Added
15Focus Partners Wealth$732,34743,334Added
16WELLS FARGO & COMPANY/MN$715,88842,360Trimmed
17Baird Financial Group, Inc.$682,40540,379Trimmed
18Farther Finance Advisors, LLC$428,48325,354Added
19SEAMOUNT FINANCIAL GROUP INC$351,35520,790Hold
20OSAIC HOLDINGS, INC.$329,02619,468Added
21Mallini Complete Financial Planning LLC$316,92318,752Added
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$297,06817,578New
23RAYMOND JAMES FINANCIAL INC$283,61616,782Added
24READYSTATE ASSET MANAGEMENT LP$260,59815,420New
25HighTower Advisors, LLC$247,58514,650Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30