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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Virginia Foxx · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SaleTraded 04-10 +39d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
333HARBOUR INVESTMENTS, INC.$01
334CRAWFORD INVESTMENT COUNSEL INC$01
335BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
336COMERICA BANK$01
337CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
338D. E. Shaw & Co., Inc.$01
339NATIXIS ADVISORS, LLC$01
340WEXFORD CAPITAL LP$01
341ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$01
342FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$01
343CIBC Private Wealth Group LLC$01
344ASSETMARK, INC$01
345Orion Porfolio Solutions, LLC$01
346GSA CAPITAL PARTNERS LLP$01
347NORGES BANK$01
348Rodgers Brothers Inc.$01
349CAPSTONE INVESTMENT ADVISORS, LLC$01
350TWO SIGMA SECURITIES, LLC$01
351DekaBank Deutsche Girozentrale$01
352EXCHANGE TRADED CONCEPTS, LLC$01
353TWO SIGMA ADVISERS, LP$01
354DRW Securities, LLC$01
355Edgestream Partners, L.P.$01
356Vestcor Inc$01
357EP Wealth Advisors, LLC$01
358JFS WEALTH ADVISORS, LLC$01
359West Family Investments, Inc.$01
360Alpine Global Management, LLC$01
361Capital Advisors, Ltd. LLC$01
362Tidal Investments LLC$01
363Krilogy Financial LLC$01
364Morningstar Investment Management LLC$01
365Centiva Capital, LP$01
366DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$01
367Clearstead Trust, LLC$01
368Belpointe Asset Management LLC$01
369Global Retirement Partners, LLC$01
370Laurel Wealth Advisors LLC$01
371Inscription Capital, LLC$01
372Sanctuary Advisors, LLC$01
373CERTUITY, LLC$01
374Optas, LLC$01
375Resonant Capital Advisors, LLC$01
376Hunter Perkins Capital Management, LLC$01
377WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$01
378OCCUDO QUANTITATIVE STRATEGIES LP$01
379TFC Financial Management, Inc.$01
380Kestra Advisory Services, LLC$01
381Interchange Capital Partners, LLC$01
382CHILDRESS CAPITAL ADVISORS, LLC$01
383NewEdge Wealth, LLC$01
384Pallas Capital Advisors LLC$01
385AlphaQuest LLC$01
386Bell Investment Advisors, Inc$01
387SageView Advisory Group, LLC$01
388Cape Investment Advisory, Inc.$01
389Dunhill Financial, LLC$01
390Quarry LP$01
391TrueMark Investments, LLC$01
392Frank, Rimerman Advisors LLC$01
393LECAP ASSET MANAGEMENT LTD$01
394Smartleaf Asset Management LLC$01
395Sachetta, LLC$01
396Private Wealth Management Group, LLC$01
397Wealth Watch Advisors, INC$01
398Curat Global, LLC$01
399HFM Investment Advisors, LLC$01
400BROADWATER CAPITAL MANAGEMENT LLC$01
401Odyssean, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 401 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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