FLAHERTY & CRUMRINE TOTAL RE (FLC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
50
Reporting holders
$39.2M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $4.4M | 261,186 | 0.00% | 31q | -4.8%-$223.5K |
| Hennion & Walsh Asset Management, Inc. | $4.1M | 241,468 | 0.12% | 7q | +21.2%+$714.2K |
| Advisors Asset Management, Inc. | $3.9M | 230,907 | 0.06% | 6q | -2.7%-$108.9K |
| Noble Wealth Management PBC | $3.8M | 225,747 | 1.71% | 6q | +3.8%+$139.5K |
| Sowell Financial Services LLC | $3.5M | 204,611 | 0.11% | 17q | -1.5%-$52.6K |
| LPL Financial LLC | $2.7M | 157,596 | 0.00% | 31q | +0.7%+$18.3K |
| Invesco Ltd. | $2.2M | 129,884 | 0.00% | 31q | +4.1%+$86.5K |
| Smith Asset Management Co., LLC | $2.1M | 124,011 | 1.65% | 7q | -1.7%-$35.8K |
| GUGGENHEIM CAPITAL LLC | $1.7M | 100,671 | 0.01% | 8q | +4.9%+$78.8K |
| MORGAN STANLEY | $1.6M | 97,218 | 0.00% | 35q | +4.5%+$71.2K |
| CEERA INVESTMENTS, LLC | $1.2M | 69,930 | 0.50% | 5q | +107.7%+$612.8K |
| Fiera Capital Corp | $1.2M | 69,761 | 0.00% | 4q | +2.8%+$31.6K |
| Closed-End Fund Advisors, Inc. | $786.3K | 46,527 | 0.77% | 3q | +3.2%+$24.7K |
| Focus Partners Wealth | $732.3K | 43,334 | 0.00% | 3q | +0.5%+$3.9K |
| WELLS FARGO & COMPANY/MN | $715.9K | 42,360 | 0.00% | 31q | -52.1%-$779.6K |
| Baird Financial Group, Inc. | $682.4K | 40,379 | 0.00% | 6q | -1.5%-$10.1K |
| Farther Finance Advisors, LLC | $428.5K | 25,354 | 0.00% | 2q | +7062.1%+$422.5K |
| SEAMOUNT FINANCIAL GROUP INC | $351.4K | 20,790 | 0.14% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $329.0K | 19,468 | 0.00% | 26q | +13.6%+$39.3K |
| Mallini Complete Financial Planning LLC | $316.9K | 18,752 | 0.23% | 7q | +1.0%+$3.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $297.1K | 17,578 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $283.6K | 16,782 | 0.00% | 7q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $260.6K | 15,420 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $247.6K | 14,650 | 0.00% | 15q | HELD |
| Logan Stone Capital, LLC | $240.3K | 14,218 | 0.05% | new | NEW |
| Traub Capital Management LLC | $217.8K | 12,886 | 0.19% | new | NEW |
| Koshinski Asset Management, Inc. | $212.3K | 12,560 | 0.01% | 31q | HELD |
| Capital Investment Advisors, LLC | $189.2K | 11,196 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $130.0K | 7,672 | 0.00% | 31q | +2.0%+$2.6K |
| UBS Group AG | $112.1K | 6,635 | 0.00% | 31q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $85.8K | 5,078 | 0.00% | 2q | +464.8%+$70.6K |
| Global Retirement Partners, LLC | $57.1K | 3,382 | 0.00% | 2q | +3.7%+$2.0K |
| Rockefeller Capital Management L.P. | $48.5K | 2,868 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $28.9K | 1,710 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $28.4K | 1,680 | 0.00% | 2q | +63.1%+$11.0K |
| SIT INVESTMENT ASSOCIATES INC | $21.5K | 1,270,656 | 0.41% | 10q | +7.8%+$1.5K |
| Geneos Wealth Management Inc. | $17.2K | 1,015 | 0.00% | 42q | -19.8%-$4.2K |
| SRH ADVISORS, LLC | $16.9K | 1,000 | 0.00% | 31q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $12.4K | 732 | 0.00% | 9q | HELD |
| GHP Investment Advisors, Inc. | $9.5K | 561 | 0.00% | 2q | HELD |
| Nalls Sherbakoff Group, LLC | $8.4K | 495 | 0.01% | 11q | HELD |
| Luminist Capital LLC | $7.0K | 414 | 0.01% | new | NEW |
| Chung Wu Investment Group, LLC | $6.8K | 400 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $5.8K | 345 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2K | 309 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $4.6K | 272 | 0.00% | new | NEW |
| Arax Advisory Partners | $3.0K | 176 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 170 | 0.00% | 2q | HELD |
| FIRST HORIZON CORP | $1.7K | 100 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7K | 100 | 0.00% | new | NEW |
| Strategic Advocates LLC | $1.7K | 98 | 0.01% | 6q | HELD |
| WEDBUSH SECURITIES INC | $212 | 12,530 | 0.01% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 50 | $39.2M | 2,320,456 | 11 | 17 | 7 | 0.0% |
| Q1 2026 | 48 | $39.3M | 2,370,103 | 10 | 10 | 16 | 0.0% |
| Q4 2025 | 41 | $44.8M | 2,557,738 | 4 | 17 | 10 | 0.0% |
| Q3 2025 | 42 | $38.1M | 2,139,965 | 4 | 15 | 11 | 0.0% |
| Q2 2025 | 46 | $34.7M | 2,045,128 | 8 | 16 | 13 | 0.0% |
| Q1 2025 | 43 | $34.2M | 2,036,733 | 6 | 10 | 15 | 0.0% |
| Q4 2024 | 39 | $32.9M | 1,972,028 | 4 | 11 | 13 | 0.0% |
| Q3 2024 | 32 | $25.3M | 1,462,839 | 4 | 9 | 7 | 0.0% |
| Q2 2024 | 34 | $23.9M | 1,535,921 | 2 | 11 | 10 | 0.0% |
| Q1 2024 | 38 | $25.5M | 1,649,341 | 8 | 13 | 11 | 0.0% |
| Q4 2023 | 34 | $22.9M | 1,571,812 | 6 | 7 | 10 | 0.0% |
| Q3 2023 | 29 | $18.0M | 1,315,764 | 4 | 10 | 3 | 0.0% |
| Q2 2023 | 29 | $15.7M | 1,095,593 | 5 | 7 | 6 | 0.0% |
| Q1 2023 | 28 | $12.1M | 826,389 | 4 | 6 | 10 | 0.0% |
| Q4 2022 | 25 | $14.1M | 891,674 | 6 | 7 | 7 | 0.0% |
| Q3 2022 | 27 | $16.6M | 1,064,800 | 2 | 10 | 5 | 0.0% |
| Q2 2022 | 30 | $19.2M | 1,072,448 | 6 | 4 | 10 | 0.0% |
| Q1 2022 | 31 | $18.6M | 929,797 | 2 | 8 | 9 | 0.0% |
| Q4 2021 | 35 | $28.2M | 1,235,531 | 2 | 11 | 7 | 0.0% |
| Q3 2021 | 38 | $30.5M | 1,272,692 | 4 | 12 | 8 | 0.0% |
| Q2 2021 | 37 | $30.0M | 1,228,002 | 3 | 7 | 14 | 0.0% |
| Q1 2021 | 36 | $34.1M | 1,396,411 | 3 | 9 | 12 | 0.0% |
| Q4 2020 | 36 | $31.3M | 1,323,743 | 4 | 7 | 10 | 0.0% |
| Q3 2020 | 31 | $27.8M | 1,296,954 | 2 | 7 | 6 | 0.0% |
| Q2 2020 | 30 | $25.5M | 1,286,234 | 2 | 5 | 9 | 0.0% |
| Q1 2020 | 33 | $21.6M | 1,310,137 | 6 | 7 | 8 | 0.0% |
| Q4 2019 | 31 | $30.4M | 1,363,563 | 2 | 5 | 9 | 0.0% |
| Q3 2019 | 36 | $34.0M | 1,516,119 | 6 | 8 | 9 | 0.0% |
| Q2 2019 | 32 | $32.8M | 1,618,355 | 1 | 6 | 12 | 0.0% |
| Q1 2019 | 34 | $35.6M | 1,850,252 | 4 | 6 | 8 | 0.0% |
| Q4 2018 | 35 | $33.1M | 1,921,523 | 0 | 2 | 0 | 0.0% |