| 2.24% |
| 4 | FMR LLC | 19.5M | $3.17B | +19.3% | 5.333% | 0.14% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.0M | $3.08B | -1.7% | 5.185% | 0.14% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 18.0M | $2.91B | -11.2% | 4.907% | 0.50% |
| 7 | STATE STREET CORP | 17.0M | $2.75B | +19.0% | 4.636% | 0.04% |
| 8 | Jupiter Topco LLC | 14.1M | $2.28B | — | 3.843% | 0.93% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 10.3M | $1.66B | +23.8% | 2.806% | 0.09% |
| 10 | Boston Partners | 8.6M | $1.38B | -33.7% | 2.351% | 1.23% |
| 11 | Invesco Ltd. | 6.0M | $968.1M | -17.4% | 1.630% | 0.08% |
| 12 | VOYA INVESTMENT MANAGEMENT LLC | 6.0M | $966.4M | +0.7% | 1.627% | 0.84% |
| 13 | NORGES BANK | 5.0M | $811.2M | — | 1.366% | 0.08% |
| 14 | LYRICAL ASSET MANAGEMENT LP | 4.6M | $751.2M | -33.4% | 1.265% | 9.53% |
| 15 | BANK OF AMERICA CORP /DE/ | 4.1M | $666.4M | +9.6% | 1.122% | 0.04% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 3.8M | $619.1M | -31.6% | 1.043% | 0.11% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | $559.5M | +29.3% | 0.942% | 0.07% |
| 18 | NORTHERN TRUST CORP | 3.0M | $479.6M | -12.3% | 0.808% | 0.06% |
| 19 | Nuveen, LLC | 3.0M | $478.3M | -12.8% | 0.805% | 0.11% |
| 20 | JANE STREET GROUP, LLC | 2.8M | $450.8M | +211.7% | 0.759% | 0.04% |
| 21 | MORGAN STANLEY | 2.6M | $426.9M | +0.5% | 0.719% | 0.02% |
| 22 | Polar Capital Holdings Plc | 2.5M | $404.2M | -30.9% | 0.681% | 0.95% |
| 23 | CITADEL ADVISORS LLC | 2.2M | $358.6M | +87.2% | 0.604% | 0.02% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 2.1M | $334.4M | -9.6% | 0.563% | 0.07% |
| 25 | Legal & General Group Plc | 1.9M | $311.7M | -1.8% | 0.525% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in FLEX — a direct measure of their conviction.
| 97.66% |
| 5.10 pp |
| $11.67B |
| 19% |
| Q4 2024 | 548 | +14% | 102.76% | +4.02 pp | $14.50B | +13% |
| Q3 2024 | 480 | — | 98.74% | — | $12.80B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
372 institutions opened new positions in FLEX during Q2 2026, while 55 fully exited. 659 added to existing positions and 52 trimmed.
FLEX institutional ownership fell by 1.83 percentage points quarter-over-quarter, with a net change of +327 holders.
The top 10 institutions account for 57.0% of all reported 13F value in FLEX, and the top 25 account for 72.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.