|
|
|
On this page, we present all of the funds holding FLTR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding FLTR, with a link to that fund's top holdings. The next columns
indicate the amount of FLTR stock held by each of the funds holding FLTR, followed by the FLTR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 164 funds holding FLTR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Pinnacle Wealth Planning Services Inc.. For more details on the positions held by Pinnacle Wealth Planning Services Inc.
(or by any of the other funds holding FLTR), click the fund name in the "Holder" column of the funds-holding-FLTR table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Pinnacle Wealth Planning Services Inc. | 3,778,547 | $95,030 | 12/31/2023 | FLTR | 3,778,547 | $95,030 | 12/31/2023 | Wells Fargo & Company MN | 2,597,677 | $65,332 | 12/31/2023 | FLTR | 2,597,677 | $65,332 | 12/31/2023 | Morgan Stanley | 1,582,176 | $39,792 | 12/31/2023 | FLTR | 1,582,176 | $39,792 | 12/31/2023 | Edmonds Duncan Registered Investment Advisors LLC | 1,509,466 | $38,506 | 03/31/2024 | FLTR | 1,509,466 | $38,506 | 03/31/2024 | Wealthfront Advisers LLC | 1,300,345 | $32,704 | 12/31/2023 | FLTR | 1,300,345 | $32,704 | 12/31/2023 | Renaissance Technologies LLC | 1,198,900 | $30,152 | 12/31/2023 | FLTR | 1,198,900 | $30,152 | 12/31/2023 | LPL Financial LLC | 1,126,045 | $28,320 | 12/31/2023 | FLTR | 1,126,045 | $28,320 | 12/31/2023 | Ameriprise Financial Inc. | 1,088,165 | $27,361 | 12/31/2023 | FLTR | 1,088,165 | $27,361 | 12/31/2023 | Capital Advantage Inc. | 1,015,085 | $25,529 | 12/31/2023 | FLTR | 1,015,085 | $25,529 | 12/31/2023 | KFA Private Wealth Group LLC | 916,634 | $23,053 | 12/31/2023 | FLTR | 916,634 | $23,053 | 12/31/2023 | Virtue Capital Management LLC | 883,665 | $22,237 | 12/31/2023 | FLTR | 883,665 | $22,237 | 12/31/2023 | Insight Wealth Strategies LLC | 782,055 | $19,950 | 03/31/2024 | FLTR | 782,055 | $19,950 | 03/31/2024 | Bank of America Corp DE | 765,330 | $19,248 | 12/31/2023 | FLTR | 765,330 | $19,248 | 12/31/2023 | Concord Wealth Partners | 758,893 | $19,086 | 12/31/2023 | FLTR | 758,893 | $19,086 | 12/31/2023 | Systelligence LLC | 606,999 | $15,485 | 03/31/2024 | FLTR | 606,999 | $15,485 | 03/31/2024 | Demars Financial Group LLC | 593,400 | $14,924 | 12/31/2023 | FLTR | 593,400 | $14,924 | 12/31/2023 | Advisor OS LLC | 591,464 | $14,875 | 12/31/2023 | FLTR | 591,464 | $14,875 | 12/31/2023 | Bensler LLC | 588,231 | $14,794 | 12/31/2023 | FLTR | 588,231 | $14,794 | 12/31/2023 | Deseret Mutual Benefit Administrators | 554,023 | $13,934 | 12/31/2023 | FLTR | 554,023 | $13,934 | 12/31/2023 | WealthPlan Investment Management LLC | 449,990 | $11,317 | 12/31/2023 | FLTR | 449,990 | $11,317 | 12/31/2023 | Jane Street Group LLC | 449,169 | $11,297 | 12/31/2023 | FLTR | 449,169 | $11,297 | 12/31/2023 | UBS Group AG | 388,802 | $9,778 | 12/31/2023 | FLTR | 388,802 | $9,778 | 12/31/2023 | David R. Rahn & Associates Inc. | 363,407 | $9,271 | 03/31/2024 | FLTR | 363,407 | $9,271 | 03/31/2024 | High Note Wealth LLC | 365,861 | $9,201 | 12/31/2023 | FLTR | 365,861 | $9,201 | 12/31/2023 | Envestnet Asset Management Inc. | 352,327 | $8,861 | 12/31/2023 | FLTR | 352,327 | $8,861 | 12/31/2023 | Equitable Holdings Inc. | 294,196 | $7,399 | 12/31/2023 | FLTR | 294,196 | $7,399 | 12/31/2023 | Financial Advisory Service Inc. | 293,288 | $7,376 | 12/31/2023 | FLTR | 293,288 | $7,376 | 12/31/2023 | Advisor Group Holdings Inc. | 291,054 | $7,320 | 12/31/2023 | FLTR | 291,054 | $7,320 | 12/31/2023 | Family Firm Inc. | 289,802 | $7,289 | 12/31/2023 | FLTR | 289,802 | $7,289 | 12/31/2023 | AE Wealth Management LLC | 240,985 | $6,111 | 12/31/2023 | FLTR | 240,985 | $6,111 | 12/31/2023 | Coppell Advisory Solutions LLC | 240,001 | $6,036 | 12/31/2023 | FLTR | 240,001 | $6,036 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 217,647 | $5,474 | 12/31/2023 | FLTR | 217,647 | $5,474 | 12/31/2023 | MML Investors Services LLC | 208,721 | $5,249 | 12/31/2023 | FLTR | 208,721 | $5,249 | 12/31/2023 | Wright Fund Managment LLC | 207,000 | $5,206 | 12/31/2023 | FLTR | 207,000 | $5,206 | 12/31/2023 | White Pine Investment CO | 192,927 | $4,852 | 12/31/2023 | FLTR | 192,927 | $4,852 | 12/31/2023 | WealthPLAN Partners LLC | 186,018 | $4,678 | 12/31/2023 | FLTR | 186,018 | $4,678 | 12/31/2023 | Vista Investment Management | 182,041 | $4,578 | 12/31/2023 | FLTR | 182,041 | $4,578 | 12/31/2023 | Scotia Capital Inc. | 172,366 | $4,335 | 12/31/2023 | FLTR | 172,366 | $4,335 | 12/31/2023 | Stifel Financial Corp | 163,687 | $4,117 | 12/31/2023 | FLTR | 163,687 | $4,117 | 12/31/2023 | Commonwealth Equity Services LLC | 163,227 | $4,105 | 12/31/2023 | FLTR | 163,227 | $4,105 | 12/31/2023 | Arete Wealth Advisors LLC | 160,075 | $4,026 | 12/31/2023 | FLTR | 160,075 | $4,026 | 12/31/2023 | Raymond James & Associates | 159,277 | $4,006 | 12/31/2023 | FLTR | 159,277 | $4,006 | 12/31/2023 | Susquehanna International Group LLP | 157,139 | $3,952 | 12/31/2023 | FLTR | 157,139 | $3,952 | 12/31/2023 | Deutsche Bank AG | 153,115 | $3,851 | 12/31/2023 | FLTR | 153,115 | $3,851 | 12/31/2023 | Madden Advisory Services Inc. | 143,969 | $3,621 | 12/31/2023 | FLTR | 143,969 | $3,621 | 12/31/2023 | Proequities Inc. | 134,169 | $3,374 | 12/31/2023 | FLTR | 134,169 | $3,374 | 12/31/2023 | Geneos Wealth Management Inc. | 134,099 | $3,373 | 12/31/2023 | FLTR | 134,099 | $3,373 | 12/31/2023 | Kovack Advisors Inc. | 133,938 | $3,369 | 12/31/2023 | FLTR | 133,938 | $3,369 | 12/31/2023 | Perigon Wealth Management LLC | 131,924 | $3,318 | 12/31/2023 | FLTR | 131,924 | $3,318 | 12/31/2023 | AlphaCore Capital LLC | 108,000 | $2,716 | 12/31/2023 | FLTR | 108,000 | $2,716 | 12/31/2023 | Guggenheim Capital LLC | 107,702 | $2,709 | 12/31/2023 | FLTR | 107,702 | $2,709 | 12/31/2023 | All Terrain Financial Advisors LLC | 105,936 | $2,664 | 12/31/2023 | FLTR | 105,936 | $2,664 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 102,264 | $2,572 | 12/31/2023 | FLTR | 102,264 | $2,572 | 12/31/2023 | Wealthcare Advisory Partners LLC | 84,335 | $2,151 | 03/31/2024 | FLTR | 84,335 | $2,151 | 03/31/2024 | North Star Investment Management Corp. | 85,499 | $2,150 | 12/31/2023 | FLTR | 85,499 | $2,150 | 12/31/2023 | AlphaStar Capital Management LLC | 84,060 | $2,114 | 12/31/2023 | FLTR | 84,060 | $2,114 | 12/31/2023 | Level Four Advisory Services LLC | 75,900 | $1,909 | 12/31/2023 | FLTR | 75,900 | $1,909 | 12/31/2023 | Pictet Asset Management Holding SA | 74,825 | $1,882 | 12/31/2023 | FLTR | 74,825 | $1,882 | 12/31/2023 | Fusion Capital LLC | 73,508 | $1,849 | 12/31/2023 | FLTR | 73,508 | $1,849 | 12/31/2023 | Montis Financial LLC | 71,800 | $1,832 | 03/31/2024 | FLTR | 71,800 | $1,832 | 03/31/2024 | Opal Wealth Advisors LLC | 70,341 | $1,794 | 03/31/2024 | FLTR | 70,341 | $1,794 | 03/31/2024 | Cetera Investment Advisers | 71,221 | $1,791 | 12/31/2023 | FLTR | 71,221 | $1,791 | 12/31/2023 | Laffer Tengler Investments | 69,689 | $1,753 | 12/31/2023 | FLTR | 69,689 | $1,753 | 12/31/2023 | We Are One Seven LLC | 62,629 | $1,575 | 12/31/2023 | FLTR | 62,629 | $1,575 | 12/31/2023 | Two Sigma Securities LLC | 58,653 | $1,475 | 12/31/2023 | FLTR | 58,653 | $1,475 | 12/31/2023 | Kohmann Bosshard Financial Services LLC | 57,137 | $1,458 | 03/31/2024 | FLTR | 57,137 | $1,458 | 03/31/2024 | Focus Financial Network Inc. ADV | 57,186 | $1,438 | 12/31/2023 | FLTR | 57,186 | $1,438 | 12/31/2023 | Kestra Advisory Services LLC | 51,417 | $1,293 | 12/31/2023 | FLTR | 51,417 | $1,293 | 12/31/2023 | Dynamic Advisor Solutions LLC | 49,326 | $1,258 | 03/31/2024 | FLTR | 49,326 | $1,258 | 03/31/2024 | Anson Capital Inc. | 49,919 | $1,255 | 12/31/2023 | FLTR | 49,919 | $1,255 | 12/31/2023 | OLD Mission Capital LLC | 49,677 | $1,249 | 12/31/2023 | FLTR | 49,677 | $1,249 | 12/31/2023 | CWM LLC | 48,316 | $1,233 | 03/31/2024 | FLTR | 48,316 | $1,233 | 03/31/2024 | National Asset Management Inc. | 45,042 | $1,133 | 12/31/2023 | FLTR | 45,042 | $1,133 | 12/31/2023 | Eqis Capital Management Inc. | 43,982 | $1,106 | 12/31/2023 | FLTR | 43,982 | $1,106 | 12/31/2023 | Pointe Capital Management LLC | 41,420 | $1,042 | 12/31/2023 | FLTR | 41,420 | $1,042 | 12/31/2023 | Townsquare Capital LLC | 41,037 | $1,032 | 12/31/2023 | FLTR | 41,037 | $1,032 | 12/31/2023 | Colonial River Wealth Management LLC | 40,747 | $1,025 | 12/31/2023 | FLTR | 40,747 | $1,025 | 12/31/2023 | Valtinson Bruner Financial Planning LLC | 40,389 | $1,016 | 12/31/2023 | FLTR | 40,389 | $1,016 | 12/31/2023 | IFG Advisory LLC | 39,677 | $998 | 12/31/2023 | FLTR | 39,677 | $998 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 38,431 | $967 | 12/31/2023 | FLTR | 38,431 | $967 | 12/31/2023 | Balanced Rock Investment Advisor | 36,453 | $917 | 12/31/2023 | FLTR | 36,453 | $917 | 12/31/2023 | Atria Wealth Solutions Inc. | 36,255 | $912 | 12/31/2023 | FLTR | 36,255 | $912 | 12/31/2023 | Hallmark Capital Management Inc. | 36,110 | $908 | 12/31/2023 | FLTR | 36,110 | $908 | 12/31/2023 | Kingsview Wealth Management LLC | 35,884 | $902 | 12/31/2023 | FLTR | 35,884 | $902 | 12/31/2023 | Royal Bank of Canada | 33,361 | $839 | 12/31/2023 | FLTR | 33,361 | $839 | 12/31/2023 | Northwest Wealth Management LLC | 33,313 | $838 | 12/31/2023 | FLTR | 33,313 | $838 | 12/31/2023 | Integrated Wealth Concepts LLC | 30,390 | $764 | 12/31/2023 | FLTR | 30,390 | $764 | 12/31/2023 | Seldon Capital LP | 30,000 | $754 | 12/31/2023 | FLTR | 30,000 | $754 | 12/31/2023 | AFT Forsyth & Company Inc. | 29,886 | $752 | 12/31/2023 | FLTR | 29,886 | $752 | 12/31/2023 | NewSquare Capital LLC | 29,595 | $744 | 12/31/2023 | FLTR | 29,595 | $744 | 12/31/2023 | EP Wealth Advisors LLC | 27,415 | $689 | 12/31/2023 | FLTR | 27,415 | $689 | 12/31/2023 | HighTower Advisors LLC | 27,064 | $687 | 12/31/2023 | FLTR | 27,064 | $687 | 12/31/2023 | Savvy Advisors Inc. | 27,120 | $682 | 12/31/2023 | FLTR | 27,120 | $682 | 12/31/2023 | PFG Advisors | 24,558 | $618 | 12/31/2023 | FLTR | 24,558 | $618 | 12/31/2023 | Heritage Wealth Management LLC | 24,484 | $616 | 12/31/2023 | FLTR | 24,484 | $616 | 12/31/2023 | Janney Montgomery Scott LLC | 23,728 | $597 | 12/31/2023 | FLTR | 23,728 | $597 | 12/31/2023 | Avantax Advisory Services Inc. | 21,107 | $531 | 12/31/2023 | FLTR | 21,107 | $531 | 12/31/2023 | Oppenheimer & Co. Inc. | 21,051 | $529 | 12/31/2023 | FLTR | 21,051 | $529 | 12/31/2023 | Mirador Capital Partners LP | 19,836 | $506 | 03/31/2024 | FLTR | 19,836 | $506 | 03/31/2024 | Strait & Sound Wealth Management LLC | 19,845 | $502 | 12/31/2023 | FLTR | 19,845 | $502 | 12/31/2023 | Bank of Montreal Can | 19,900 | $500 | 12/31/2023 | FLTR | 19,900 | $500 | 12/31/2023 | Brookstone Capital Management | 19,399 | $495 | 03/31/2024 | FLTR | 19,399 | $495 | 03/31/2024 | AGF Management Ltd. | 16,660 | $419 | 12/31/2023 | FLTR | 16,660 | $419 | 12/31/2023 | WBI Investments | 16,144 | $406 | 12/31/2023 | FLTR | 16,144 | $406 | 12/31/2023 | Ameritas Advisory Services LLC | 15,911 | $400 | 12/31/2023 | FLTR | 15,911 | $400 | 12/31/2023 | Perennial Investment Advisors LLC | 15,720 | $395 | 12/31/2023 | FLTR | 15,720 | $395 | 12/31/2023 | Western Wealth Management LLC | 14,941 | $376 | 12/31/2023 | FLTR | 14,941 | $376 | 12/31/2023 | Atlas Financial Advisors Inc. | 14,671 | $369 | 12/31/2023 | FLTR | 14,671 | $369 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 14,131 | $355 | 12/31/2023 | FLTR | 14,131 | $355 | 12/31/2023 | Private Advisor Group LLC | 13,825 | $348 | 12/31/2023 | FLTR | 13,825 | $348 | 12/31/2023 | Running Point Capital Advisors LLC | 12,749 | $321 | 12/31/2023 | FLTR | 12,749 | $321 | 12/31/2023 | Tucker Asset Management LLC | 12,600 | $317 | 12/31/2023 | FLTR | 12,600 | $317 | 12/31/2023 | Cetera Advisor Networks LLC | 12,430 | $313 | 12/31/2023 | FLTR | 12,430 | $313 | 12/31/2023 | Silverlake Wealth Management LLC | 12,114 | $309 | 03/31/2024 | FLTR | 12,114 | $309 | 03/31/2024 | Howard Wealth Management LLC | 12,216 | $307 | 12/31/2023 | FLTR | 12,216 | $307 | 12/31/2023 | Worth Asset Management LLC | 11,980 | $306 | 03/31/2024 | FLTR | 11,980 | $306 | 03/31/2024 | Breakwater Capital Group | 11,769 | $300 | 03/31/2024 | FLTR | 11,769 | $300 | 03/31/2024 | Jones Financial Companies Lllp | 11,857 | $298 | 12/31/2023 | FLTR | 11,857 | $298 | 12/31/2023 | True North Advisors LLC | 11,500 | $293 | 03/31/2024 | FLTR | 11,500 | $293 | 03/31/2024 | Institute for Wealth Management LLC. | 11,500 | $289 | 12/31/2023 | FLTR | 11,500 | $289 | 12/31/2023 | Sigma Planning Corp | 11,420 | $287 | 12/31/2023 | FLTR | 11,420 | $287 | 12/31/2023 | Stratos Wealth Partners LTD. | 10,505 | $268 | 03/31/2024 | FLTR | 10,505 | $268 | 03/31/2024 | Octavia Wealth Advisors LLC | 9,980 | $255 | 03/31/2024 | FLTR | 9,980 | $255 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 10,000 | $251 | 12/31/2023 | FLTR | 10,000 | $251 | 12/31/2023 | Global Retirement Partners LLC | 9,899 | $250 | 12/31/2023 | FLTR | 9,899 | $250 | 12/31/2023 | Wambolt & Associates LLC | 9,913 | $249 | 12/31/2023 | FLTR | 9,913 | $249 | 12/31/2023 | Stonebridge Financial Planning Group LLC | 9,805 | $247 | 12/31/2023 | FLTR | 9,805 | $247 | 12/31/2023 | Tidemark LLC | 9,293 | $234 | 12/31/2023 | FLTR | 9,293 | $234 | 12/31/2023 | Arkadios Wealth Advisors | 8,848 | $223 | 12/31/2023 | FLTR | 8,848 | $223 | 12/31/2023 | BKA Wealth Consulting Inc. | 8,442 | $215 | 03/31/2024 | FLTR | 8,442 | $215 | 03/31/2024 | RFG Advisory LLC | 8,256 | $211 | 03/31/2024 | FLTR | 8,256 | $211 | 03/31/2024 | Private Trust Co. NA | 6,510 | $164 | 12/31/2023 | FLTR | 6,510 | $164 | 12/31/2023 | Howe & Rusling Inc. | 5,810 | $146 | 12/31/2023 | FLTR | 5,810 | $146 | 12/31/2023 | Comerica Bank | 5,389 | $136 | 12/31/2023 | FLTR | 5,389 | $136 | 12/31/2023 | Capital Analysts LLC | 3,842 | $97 | 12/31/2023 | FLTR | 3,842 | $97 | 12/31/2023 | The PNC Financial Services Group Inc. | 3,184 | $80 | 12/31/2023 | FLTR | 3,184 | $80 | 12/31/2023 | NBC Securities Inc. | 2,901 | $74 | 03/31/2024 | FLTR | 2,901 | $74 | 03/31/2024 | IFP Advisors Inc | 2,948 | $74 | 12/31/2023 | FLTR | 2,948 | $74 | 12/31/2023 | Principal Securities Inc. | 2,526 | $64 | 12/31/2023 | FLTR | 2,526 | $64 | 12/31/2023 | Citigroup Inc. | 2,490 | $63 | 12/31/2023 | FLTR | 2,490 | $63 | 12/31/2023 | WealthShield Partners LLC | 2,400 | $60 | 12/31/2023 | FLTR | 2,400 | $60 | 12/31/2023 | Creative Financial Designs Inc. ADV | 1,851 | $47 | 12/31/2023 | FLTR | 1,851 | $47 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 1,698 | $43 | 12/31/2023 | FLTR | 1,698 | $43 | 12/31/2023 | Y.D. More Investments Ltd | 1,086 | $27 | 12/31/2023 | FLTR | 1,086 | $27 | 12/31/2023 | Front Row Advisors LLC | 800 | $20 | 12/31/2023 | FLTR | 800 | $20 | 12/31/2023 | Baldwin Brothers Inc. MA | 697 | $18 | 03/31/2024 | FLTR | 697 | $18 | 03/31/2024 | Harbour Investments Inc. | 579 | $15 | 12/31/2023 | FLTR | 579 | $15 | 12/31/2023 | PSI Advisors LLC | 614 | $15 | 12/31/2023 | FLTR | 614 | $15 | 12/31/2023 | FSC Wealth Advisors LLC | 551 | $14 | 03/31/2024 | FLTR | 551 | $14 | 03/31/2024 | EverSource Wealth Advisors LLC | 566 | $14 | 12/31/2023 | FLTR | 566 | $14 | 12/31/2023 | Steward Partners Investment Advisory LLC | 529 | $13 | 12/31/2023 | FLTR | 529 | $13 | 12/31/2023 | Carolinas Wealth Consulting LLC | 531 | $13 | 12/31/2023 | FLTR | 531 | $13 | 12/31/2023 | GoalVest Advisory LLC | 430 | $11 | 03/31/2024 | FLTR | 430 | $11 | 03/31/2024 | Huntington National Bank | 400 | $10 | 12/31/2023 | FLTR | 400 | $10 | 12/31/2023 | Advisory Services Network LLC | 371 | $9 | 12/31/2023 | FLTR | 371 | $9 | 12/31/2023 | Penserra Capital Management LLC | 295 | $7 | 12/31/2023 | FLTR | 295 | $7 | 12/31/2023 | New England Asset Management Inc. | 200 | $5 | 12/31/2023 | FLTR | 200 | $5 | 12/31/2023 | Ronald Blue Trust Inc. | 143 | $4 | 12/31/2023 | FLTR | 143 | $4 | 12/31/2023 | Van ECK Associates Corp | 106 | $3 | 12/31/2023 | FLTR | 106 | $3 | 12/31/2023 | BNP Paribas Arbitrage SA | 139 | $3 | 12/31/2023 | FLTR | 139 | $3 | 12/31/2023 | Tower Research Capital LLC TRC | 101 | $3 | 12/31/2023 | FLTR | 101 | $3 | 12/31/2023 | Gradient Investments LLC | 40 | $1 | 12/31/2023 | FLTR | 40 | $1 | 12/31/2023 | Allworth Financial LP | 47 | $1 | 12/31/2023 | FLTR | 47 | $1 | 12/31/2023 | Financial Gravity Asset Management Inc. | 28 | $1 | 12/31/2023 | FLTR | 28 | $1 | 12/31/2023 | JPMorgan Chase & Co. | 6 | $0 | 12/31/2023 | FLTR | 6 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FLTR
See Details: Top 10 Hedge Funds Holding FLTR
Also See: FLTR Holdings Changes
|
|