13FBOX
FLAHERTY & CRUMRINE TOTAL RE · 13F Institutional Holdings
Options Calculator Rankings

FLAHERTY & CRUMRINE TOTAL RE

FLC
Institutions
51
Combined AUM (Q2 2026)
$60.6M
Combined Shares (Q2 2026)
3.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+293,065
29 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-219,411
18 · 10 Exit · ≈
⚖️ Net
+73,654
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$60.6M
Institutions
51
New Buys
11
Adds
18
Reduces
8
Exits
10
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SIT INVESTMENT ASSOCIATES INC
0.41%0.4%#5$21.5M1.3M$19.6M1.2M+91,436+7.75%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#36$4.4M261,186$4.6M274,408-13,222-4.82%Reduce
Hennion & Walsh Asset Management, Inc.
0.12%0.11%#9$4.1M241,468$3.3M199,205+42,263+21.22%Add
Advisors Asset Management, Inc.
0.06%0.07%#11$3.9M230,907$3.9M237,348-6,441-2.71%Reduce
Noble Wealth Management PBC
1.71%1.82%#1$3.8M225,747$3.6M217,490+8,257+3.80%Add
Sowell Financial Services LLC
0.11%0.13%#10$3.5M204,611$3.4M207,722-3,111-1.50%Reduce
LPL Financial LLC
<0.01%<0.01%#30$2.7M157,596$2.6M156,513+1,083+0.69%Add
Invesco Ltd.
<0.01%<0.01%#38$2.2M129,884$2.1M124,767+5,117+4.10%Add
Smith Asset Management Co., LLC
1.65%1.8%#2$2.1M124,011$2.1M126,131-2,120-1.68%Reduce
GUGGENHEIM CAPITAL LLC
0.01%0.01%#15$1.7M100,671$1.6M96,006+4,665+4.86%Add
MORGAN STANLEY
<0.01%<0.01%#40$1.6M97,218$1.6M89,465+7,753+8.67%Add
CEERA INVESTMENTS, LLC
0.5%0.25%#4$1.2M69,930$558,92233,670+36,260+107.69%Add
Fiera Capital Corp
<0.01%<0.01%#22$1.2M69,761$1.1M67,890+1,871+2.76%Add
Closed-End Fund Advisors, Inc.
0.77%0.76%#3$786,30646,527$748,11245,067+1,460+3.24%Add
Focus Partners Wealth
<0.01%<0.01%#29$732,34743,334$715,54443,105+229+0.53%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$715,88842,360$734,48544,246-1,886-4.26%Reduce
Baird Financial Group, Inc.
<0.01%<0.01%#26$682,40540,379$680,20240,976-597-1.46%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#23$428,48325,354$5,940354+25,000+7,062.15%Add
SEAMOUNT FINANCIAL GROUP INC
0.14%0.16%#8$351,35520,790$345,11820,79000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#33$329,02619,468$284,57917,142+2,326+13.57%Add
Mallini Complete Financial Planning LLC
0.23%0.24%#6$316,92318,752$308,29018,571+181+0.97%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#44$297,06817,578$00+17,578New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#41$283,61616,782$278,32816,767+15+0.09%Add
HighTower Advisors, LLC
<0.01%<0.01%#37$247,58514,650$243,19014,65000.00%Unchanged
Logan Stone Capital, LLC
0.05%#12$240,28414,218$00+14,218New Buy
Traub Capital Management LLC
0.19%#7$217,77312,886$00+12,886New Buy
Koshinski Asset Management, Inc.
0.01%0.01%#14$212,26412,560$208,49612,56000.00%Unchanged
WEDBUSH SECURITIES INC
0.01%0.01%#19$211,75712,530$208,00012,53000.00%Unchanged
Capital Investment Advisors, LLC
<0.01%#24$189,21211,196$00+11,196New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#47$130,0007,672$125,0007,520+152+2.02%Add
UBS Group AG
<0.01%<0.01%#49$112,1326,635$110,3746,649-14-0.21%Reduce
WOLVERINE ASSET MANAGEMENT LLC
<0.01%<0.01%#28$85,8185,078$14,923899+4,179+464.85%Add
Global Retirement Partners, LLC
<0.01%#27$57,1483,382$00+3,382New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#42$48,4692,868$47,6092,86800.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#32$28,8981,710$28,3851,709+1+0.06%Add
Geneos Wealth Management Inc.
<0.01%<0.01%#34$17,1541,015$20,9991,265-250-19.76%Reduce
IFG Advisory, LLC
0.05%0.05%#13$17,0981,030$17,0981,03000.00%Unchanged
SRH ADVISORS, LLC
<0.01%<0.01%#21$16,9001,000$16,6001,00000.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#25$12,371732$12,15173200.00%Unchanged
GHP Investment Advisors, Inc.
<0.01%<0.01%#35$9,481561$9,31356100.00%Unchanged
Nalls Sherbakoff Group, LLC
0.01%#18$8,366495$00+495New Buy
Luminist Capital LLC
0.01%#16$6,997414$00+414New Buy
Chung Wu Investment Group, LLC
<0.01%0.01%#20$6,760400$6,64040000.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#48$5,831345$5,72734500.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#50$5,222309$5,12930900.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#45$4,608272$00+272New Buy
Arax Advisory Partners
<0.01%#46$2,975176$00+176New Buy
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#31$2,873170$2,82217000.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#51$1,690100$00+100New Buy
FIRST HORIZON CORP
<0.01%#43$1,690100$00+100New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow