Public record / Tickers / FLO

FLO — FLOWERS FOODS INC†

Both disclosure regimes on one name: who in Congress filed about FLO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
12
all PTR rows naming FLO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
401
top-401 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $50.0K–$100K

SELL · traded 2022-03-28 → filed 2023-01-03. Ranked over every FLO row by the provable lower bound, never a point estimate.

No member disclosed FLO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING FLO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning FLO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in FLO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed FLO in the trailing 12 months.

Congress ↔ notable managers · FLO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Gotham Asset Management $3.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · FLOWERS FOODS INC

Merged timeline of congressional filings and notable-manager moves on FLO
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FADD+72,429 sh
2026-05-15Gotham Asset Management 13FTRIM−3,549,816 sh
2026-05-14Caxton Associates 13FADD+19,616 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of FLO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$163M1
2STATE STREET CORP$97.5M1
3FULLER & THALER ASSET MANAGEMENT, INC.$92.5M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$87.7M1
5VANGUARD CAPITAL MANAGEMENT LLC$71.2M1
6DIMENSIONAL FUND ADVISORS LP$61.5M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$53.1M1
8Invesco Ltd.$42.8M1
9AQR CAPITAL MANAGEMENT LLC$35.4M1
10UBS Group AG$34.1M1
11MILLENNIUM MANAGEMENT LLC$32.8M1
12GEODE CAPITAL MANAGEMENT, LLC$32.4M1
13MORGAN STANLEY$31.1M1
14Quantinno Capital Management LP$27.7M1
15Point72 Asset Management, L.P.$24.4M1
16CITADEL ADVISORS LLC$19.2M1
17ProShare Advisors LLC$19.1M1
18Qube Research & Technologies Ltd$18.5M1
19WASATCH ADVISORS LP$17.1M1
20BANK OF AMERICA CORP /DE/$15.2M1
21NORTHERN TRUST CORP$14.5M1
22Bank of New York Mellon Corp$14.4M1
23MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$12.4M1
24RENAISSANCE TECHNOLOGIES LLC$12.3M1
25Trexquant Investment LP$11.6M1
26Southeast Asset Advisors, LLC$11.4M1
27Corient Private Wealth LLC$11.0M1
28VANGUARD FIDUCIARY TRUST CO$10.6M1
29FIRST TRUST ADVISORS LP$9.9M1
30TRUIST FINANCIAL CORP$9.7M1
31Invenomic Capital Management LP$9.4M1
32HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$8.6M1
33Creative Planning$7.9M1
34GLENMEDE TRUST CO NA$7.5M1
35Advisors Asset Management, Inc.$7.4M1
36TWO SIGMA INVESTMENTS, LP$7.1M1
37SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.9M1
38BALYASNY ASSET MANAGEMENT L.P.$6.4M1
39FMR LLC$5.3M1
40RAYMOND JAMES FINANCIAL INC$5.2M1
41Man Group plc$5.1M1
42UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.8M1
43Holocene Advisors, LP$4.8M1
44SummitTX Capital, L.P.$4.3M1
45Gotham Asset Management, LLC$3.9M1
46PRINCIPAL FINANCIAL GROUP INC$3.8M1
47Nuveen, LLC$3.7M1
48Ipsen Advisor Group LLC$3.6M1
49AMERIPRISE FINANCIAL INC$3.4M1
50ALLIANCEBERNSTEIN L.P.$3.3M1
51Swiss National Bank$3.2M1
52WELLS FARGO & COMPANY/MN$2.9M1
53VICTORY CAPITAL MANAGEMENT INC$2.8M1
54Y-Intercept (Hong Kong) Ltd$2.8M1
55Connor, Clark & Lunn Investment Management Ltd.$2.7M1
56Legal & General Group Plc$2.5M1
57FRANKLIN RESOURCES INC$2.3M1
58ExodusPoint Capital Management, LP$2.2M1
59Hestia Capital Management, LLC$2.2M1
60Retirement Systems of Alabama$2.1M1
61Allianz Asset Management GmbH$2.1M1
62State of New Jersey Common Pension Fund D$1.9M1
63Bragg Financial Advisors, Inc$1.8M1
64WIREGRASS INVESTMENT MANAGEMENT LLC$1.8M1
65Measured Risk Portfolios, Inc.$1.7M1
66Mitsubishi UFJ Trust & Banking Corp$1.7M1
67LPL Financial LLC$1.7M1
68CWA Asset Management Group, LLC$1.7M1
69CITIGROUP INC$1.7M1
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.6M1
71STIFEL FINANCIAL CORP$1.6M1
72GUGGENHEIM CAPITAL LLC$1.5M1
73NORDEA INVESTMENT MANAGEMENT AB$1.5M1
74KEATING INVESTMENT COUNSELORS INC$1.5M1
75VANGUARD ASSET MANAGEMENT, Ltd$1.5M1
76FIFTH THIRD BANCORP$1.4M1
77AMERICAN CENTURY COMPANIES INC$1.4M1
78HUSSMAN STRATEGIC ADVISORS, INC.$1.4M1
79Bridgewater Associates, LP$1.4M1
80Black Swift Group, LLC$1.3M1
81Schonfeld Strategic Advisors LLC$1.3M1
82BARCLAYS PLC$1.3M1
83Squarepoint Ops LLC$1.3M1
84Jain Global LLC$1.2M1
85Engineers Gate Manager LP$1.2M1
86Mirae Asset Global Investments Co., Ltd.$1.2M1
87TD ASSET MANAGEMENT INC$1.2M1
88Freestone Grove Partners LP$1.2M1
89MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.2M1
90Vise Technologies, Inc.$1.2M1
91ALPS ADVISORS INC$1.2M1
92CWM, LLC$1.1M1
93Mariner, LLC$1.0M1
94Pathstone Holdings, LLC$1.0M1
95XTX Topco Ltd$989K1
96Summit Trail Advisors, LLC$967K1
97Focus Partners Wealth$947K1
98KLP KAPITALFORVALTNING AS$944K1
99ROYAL BANK OF CANADA$893K1
100MERCER GLOBAL ADVISORS INC /ADV$858K1
101MetLife Investment Management, LLC$843K1
102Bridgefront Capital, LLC$835K1
103Berkeley Capital Partners, LLC$823K1
104SALEM INVESTMENT COUNSELORS INC$821K1
105Prospera Financial Services Inc$811K1
106SEI INVESTMENTS CO$786K1
107D.A. DAVIDSON & CO.$785K1
108Vanguard Personalized Indexing Management, LLC$775K1
109Caprock Group, LLC$774K1
110Tower Research Capital LLC (TRC)$768K1
111SAXON INTERESTS, INC.$766K1
112Baird Financial Group, Inc.$703K1
113Vanguard Global Advisers, LLC$695K1
114Cerity Partners LLC$683K1
115Hudson Bay Capital Management LP$661K1
116Cetera Investment Advisers$660K1
117MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$660K1
118Janus Henderson Group Ltd.$659K1
119Ethic Inc.$657K1
120BOOTHBAY FUND MANAGEMENT, LLC$654K1
121BROWN ADVISORY INC$636K1
122WBI INVESTMENTS, LLC$622K1
123NEW YORK STATE COMMON RETIREMENT FUND$591K1
124Elo Mutual Pension Insurance Co$590K1
125KEYNOTE FINANCIAL SERVICES LLC$587K1
126CHOREO, LLC$576K1
127ICW Investment Advisors LLC$567K1
128Murphy, Middleton, Hinkle & Parker, Inc.$553K1
129YOUSIF CAPITAL MANAGEMENT, LLC$537K1
130Inspire Investing, LLC$521K1
131Zurcher Kantonalbank (Zurich Cantonalbank)$521K1
132Argyle Capital Management, LLC$521K1
133ARCADIA INVESTMENT MANAGEMENT CORP/MI$516K1
134Krane Funds Advisors LLC$510K1
135World Investment Advisors$501K1
136Kestra Investment Management, LLC$475K1
137WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$461K1
138Kerrisdale Advisers, LLC$457K1
139Arizona State Retirement System$450K1
140PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$443K1
141Vanguard Investments Australia, Ltd.$436K1
142HighTower Advisors, LLC$434K1
143COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$431K1
144INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$427K1
145Total Clarity Wealth Management, Inc.$422K1
146STATE OF MICHIGAN RETIREMENT SYSTEM$414K1
147Jefferies Financial Group Inc.$402K1
148STEPHENS INC /AR/$396K1
149US BANCORP \DE\$391K1
150AIGEN INVESTMENT MANAGEMENT, LP$389K1
151NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$386K1
152Autumn Glory Partners, LLC$380K1
153B. Metzler seel. Sohn & Co. AG$378K1
154FOX RUN MANAGEMENT, L.L.C.$370K1
155Lighthouse Investment Partners, LLC$368K1
156Chicago Partners Investment Group LLC$360K1
157Brevan Howard Capital Management LP$360K1
158EntryPoint Capital, LLC$356K1
159OREGON PUBLIC EMPLOYEES RETIREMENT FUND$353K1
160NISA INVESTMENT ADVISORS, LLC$351K1
161CAXTON ASSOCIATES LLP$339K1
162Moors & Cabot, Inc.$339K1
163UNITED CAPITAL FINANCIAL ADVISORS, LLC$333K1
164Ameritas Investment Partners, Inc.$321K1
165Aaron Wealth Advisors LLC$318K1
166Blueshift Asset Management, LLC$317K1
167VELA Investment Management, LLC$308K1
168Kera Capital Partners, Inc.$307K1
169Numerai GP LLC$306K1
170Walleye Capital LLC$295K1
171Quadrature Capital Ltd$294K1
172IMC-Chicago, LLC$293K1
173EVERGREEN CAPITAL MANAGEMENT LLC$293K1
174&PARTNERS$291K1
175Pictet Asset Management Holding SA$285K1
176ENVESTNET ASSET MANAGEMENT INC$265K1
177Verition Fund Management LLC$264K1
178M&T BANK CORP$252K1
179AE Wealth Management LLC$249K1
180Atom Investors LP$246K1
181Pinnacle Financial Partners, Inc.$246K1
182FEDERATED HERMES, INC.$243K1
183Linden Thomas Advisory Services, LLC$234K1
184MML INVESTORS SERVICES, LLC$234K1
185WORLDQUANT MILLENNIUM ADVISORS LLC$231K1
186Meeder Advisory Services, Inc.$219K1
187SIGNATUREFD, LLC$218K1
188Ballentine Partners, LLC$216K1
189Ensign Peak Advisors, Inc$214K1
190OXFORD ASSET MANAGEMENT LLP$214K1
191Concurrent Investment Advisors, LLC$205K1
192Central Pacific Bank - Trust Division$204K1
193BANK OF MONTREAL /CAN/$201K1
194HUB Investment Partners, LLC$197K1
195GROUP ONE TRADING LLC$196K1
196Amundi$195K1
197DEUTSCHE BANK AG\$193K1
198XPONANCE LLC$191K1
199TEACHER RETIREMENT SYSTEM OF TEXAS$191K1
200MQS Management LLC$187K1
201Parvin Asset Management, LLC$182K1
202NWF Advisory Services Inc.$167K1
203STATE OF WISCONSIN INVESTMENT BOARD$164K1
204Capital Investment Advisory Services, LLC$161K1
205Cornerstone Wealth, LLC/TN$158K1
206BURNEY CO/$151K1
207S&T BANK/PA$150K1
208O'SHAUGHNESSY ASSET MANAGEMENT, LLC$149K1
209SteelPeak Wealth, LLC$146K1
210Baker Avenue Asset Management, LP$144K1
211CHIRON CAPITAL MANAGEMENT, LLC$143K1
212Parcion Private Wealth LLC$141K1
213Brooklyn Investment Group$135K1
214SECURED RETIREMENT ADVISORS, LLC$133K1
215HB Wealth Management, LLC$132K1
216NOVARE CAPITAL MANAGEMENT LLC$132K1
217Perigon Wealth Management, LLC$131K1
218CONNABLE OFFICE INC$130K1
219HSBC HOLDINGS PLC$127K1
220SECURIAN ASSET MANAGEMENT, INC$127K1
221COLDSTREAM CAPITAL MANAGEMENT INC$124K1
222Modern Wealth Management, LLC$123K1
223Vident Advisory, LLC$122K1
224CANADA PENSION PLAN INVESTMENT BOARD$121K1
225Crossmark Global Holdings, Inc.$119K1
226Allworth Financial LP$118K1
227PCM Encore, LLC$117K1
228MIRABELLA FINANCIAL SERVICES LLP$113K1
229Universal- Beteiligungs- und Servicegesellschaft mbH$112K1
230denkapparat Operations GmbH$112K1
231COMMONWEALTH EQUITY SERVICES, LLC$112K1
232Platform Technology Partners$112K1
233VOYA INVESTMENT MANAGEMENT LLC$111K1
234TWINBEECH CAPITAL LP$109K1
235Significant Wealth Partners LLC$108K1
236CIBC Bancorp USA Inc.$106K1
237Sigma Planning Corp$104K1
238Beacon Pointe Advisors, LLC$104K1
239Lido Advisors, LLC$103K1
240PRUDENTIAL FINANCIAL INC$103K1
241OSAIC HOLDINGS, INC.$100K1
242Sequoia Financial Advisors, LLC$98.6K1
243IEQ CAPITAL, LLC$97.4K1
244Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$97.2K1
245Quantum Portfolio Management LLC$95.2K1
246MAI Capital Management$93.5K1
247Impact Partnership Wealth, LLC$92.9K1
248WELLINGTON MANAGEMENT GROUP LLP$89.8K1
249Randolph Co Inc$89.7K1
250LMR Partners LLP$88.7K1
251Maryland State Retirement & Pension System$87.2K1
252Wilmington Savings Fund Society, FSB$86.4K1
253Clark & Stuart, Inc$86.4K1
254Callan Family Office, LLC$84.3K1
255Utah Retirement Systems$83.9K1
256Willis Investment Counsel$83.9K1
257Rockefeller Capital Management L.P.$73.1K1
258QUADRANT CAPITAL GROUP LLC$65.4K1
259NOMURA ASSET MANAGEMENT CO LTD$55.4K1
260ATWOOD & PALMER INC$51.9K1
261BNP Paribas Asset Management Holding S.A.$51.2K1
262Sterling Capital Management LLC$51.2K1
263Blue Trust, Inc.$49.7K1
264Bayforest Capital Ltd$49.1K1
265Caitong International Asset Management Co., Ltd$48.9K1
266Arax Advisory Partners$48.2K1
267Pflug Koory, LLC$41.7K1
268Evelyn Partners Investment Management LLP$40.8K1
269NATIONAL BANK OF CANADA /FI/$27.8K1
270Optiver Holding B.V.$27.6K1
271SBI Securities Co., Ltd.$27.3K1
272MTM Investment Management, LLC$27.0K1
273Larson Financial Group LLC$24.6K1
274HHM Wealth Advisors, LLC$22.5K1
275UMB Bank, n.a.$22.3K1
276MONTAG A & ASSOCIATES INC$16.3K1
277Owl Creek Wealth Partners LLC$11.9K1
278HM PAYSON & CO$11.1K1
279Parkside Financial Bank & Trust$10.0K1
280Kilter Group LLC$9.6K1
281Steward Partners Investment Advisory, LLC$9.4K1
282True Wealth Design, LLC$7.8K1
283HRT FINANCIAL LP$7.6K1
284WealthCollab, LLC$7.4K1
285Millstone Evans Group, LLC$6.2K1
286Evelyn Partners Asset Management Ltd$5.9K1
287TD Waterhouse Canada Inc.$5.7K1
288Caldwell Trust Co$5.6K1
289BFSG, LLC$4.5K1
290NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.4K1
291MV CAPITAL MANAGEMENT, INC.$2.8K1
292Key FInancial Inc$2.6K1
293Wall Street Financial Group, Inc.$2.5K1
294Pinnacle Wealth Planning Services, Inc.$2.3K1
295Federation des caisses Desjardins du Quebec$2.1K1
296Crews Bank & Trust$2.0K1
297CVA Family Office, LLC$1.6K1
298Triumph Capital Management$1.6K1
299SouthState Bank Corp$1.5K1
300NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.4K1
301FARMERS & MERCHANTS INVESTMENTS INC$1.4K1
302Spire Wealth Management$1.3K1
303ELEVATION WEALTH PARTNERS, LLC$1.3K1
304Mitsubishi UFJ Asset Management Co., Ltd.$1.2K1
305Sawyer & Company, Inc$1.0K1
306CANADA LIFE ASSURANCE Co$1.0K1
307DANSKE BANK A/S$8151
308Costello Asset Management, INC$8151
309AMALGAMATED BANK$7651
310Clearstead Advisors, LLC$6521
311Treasurer of the State of North Carolina$6511
312TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$5331
313MCGUIRE CAPITAL ADVISORS INC$5301
314Physician Wealth Advisors, Inc.$4491
315Transamerica Financial Advisors, LLC$4071
316INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$4071
317AM INVESTMENT STRATEGIES LLC$3901
318THRIVENT FINANCIAL FOR LUTHERANS$3881
319VAN ECK ASSOCIATES CORP$3821
320SJS Investment Consulting Inc.$2781
321State of Alaska, Department of Revenue$2511
322KBC Group NV$581
323PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$341
324DiNuzzo Private Wealth, Inc.$331
325Activest Wealth Management$161
326Rialto Wealth Management, LLC$91
327Vermillion Wealth Management, Inc.$81
328Keating Financial Advisory Services, Inc.$81
329Raleigh Capital Management Inc.$71
330CX Institutional$31
331Avion Wealth$11
332VANGUARD GROUP INC— value not disclosed1
333HARBOUR INVESTMENTS, INC.— value not disclosed1
334CRAWFORD INVESTMENT COUNSEL INC— value not disclosed1
335BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
336COMERICA BANK— value not disclosed1
337CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM— value not disclosed1
338D. E. Shaw & Co., Inc.— value not disclosed1
339NATIXIS ADVISORS, LLC— value not disclosed1
340WEXFORD CAPITAL LP— value not disclosed1
341ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
342FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.— value not disclosed1
343CIBC Private Wealth Group LLC— value not disclosed1
344ASSETMARK, INC— value not disclosed1
345Orion Porfolio Solutions, LLC— value not disclosed1
346GSA CAPITAL PARTNERS LLP— value not disclosed1
347NORGES BANK— value not disclosed1
348Rodgers Brothers Inc.— value not disclosed1
349CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
350TWO SIGMA SECURITIES, LLC— value not disclosed1
351DekaBank Deutsche Girozentrale— value not disclosed1
352EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
353TWO SIGMA ADVISERS, LP— value not disclosed1
354DRW Securities, LLC— value not disclosed1
355Edgestream Partners, L.P.— value not disclosed1
356Vestcor Inc— value not disclosed1
357EP Wealth Advisors, LLC— value not disclosed1
358JFS WEALTH ADVISORS, LLC— value not disclosed1
359West Family Investments, Inc.— value not disclosed1
360Alpine Global Management, LLC— value not disclosed1
361Capital Advisors, Ltd. LLC— value not disclosed1
362Tidal Investments LLC— value not disclosed1
363Krilogy Financial LLC— value not disclosed1
364Morningstar Investment Management LLC— value not disclosed1
365Centiva Capital, LP— value not disclosed1
366DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main— value not disclosed1
367Clearstead Trust, LLC— value not disclosed1
368Belpointe Asset Management LLC— value not disclosed1
369Global Retirement Partners, LLC— value not disclosed1
370Laurel Wealth Advisors LLC— value not disclosed1
371Inscription Capital, LLC— value not disclosed1
372Sanctuary Advisors, LLC— value not disclosed1
373CERTUITY, LLC— value not disclosed1
374Optas, LLC— value not disclosed1
375Resonant Capital Advisors, LLC— value not disclosed1
376Hunter Perkins Capital Management, LLC— value not disclosed1
377WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC— value not disclosed1
378OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
379TFC Financial Management, Inc.— value not disclosed1
380Kestra Advisory Services, LLC— value not disclosed1
381Interchange Capital Partners, LLC— value not disclosed1
382CHILDRESS CAPITAL ADVISORS, LLC— value not disclosed1
383NewEdge Wealth, LLC— value not disclosed1
384Pallas Capital Advisors LLC— value not disclosed1
385AlphaQuest LLC— value not disclosed1
386Bell Investment Advisors, Inc— value not disclosed1
387SageView Advisory Group, LLC— value not disclosed1
388Cape Investment Advisory, Inc.— value not disclosed1
389Dunhill Financial, LLC— value not disclosed1
390Quarry LP— value not disclosed1
391TrueMark Investments, LLC— value not disclosed1
392Frank, Rimerman Advisors LLC— value not disclosed1
393LECAP ASSET MANAGEMENT LTD— value not disclosed1
394Smartleaf Asset Management LLC— value not disclosed1
395Sachetta, LLC— value not disclosed1
396Private Wealth Management Group, LLC— value not disclosed1
397Wealth Watch Advisors, INC— value not disclosed1
398Curat Global, LLC— value not disclosed1
399HFM Investment Advisors, LLC— value not disclosed1
400BROADWATER CAPITAL MANAGEMENT LLC— value not disclosed1
401Odyssean, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 331 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on FLO

RETAINED WINDOW · ACTIVE HITS

Zero hits on FLO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for FLO · financials and macro

Financials — as filed PLANNED

FLO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: FLO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing