Institutional Holders (2026 Q2)
121 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLBL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sage Advisory Services, Ltd.Co. | 7.83% | 694,133 | $15.9M |
| 2 | Prentice Wealth Management LLC | 3.06% | 646,864 | $14.8M |
| 3 | Curran Financial Partners, LLC | 2.84% | 831,237 | $19.1M |
| 4 | DORVAL Corp | 2.28% | 346,058 | $7.9M |
| 5 | Mission Hills Financial Advisory, LLC | 1.91% | 190,163 | $4.4M |
| 6 | SHP Wealth Management | 1.78% | 1,128,010 | $25.9M |
| 7 | Independence Financial Advisors, LLC | 1.78% | 298,880 | $6.9M |
| 8 | American Financial & Tax Strategies Inc | 1.24% | 119,785 | $2.7M |
| 9 | Blue Jean Financial LLC | 1.10% | 68,820 | $1.6M |
| 10 | Aire Advisors, LLC | 1.02% | 272,527 | $6.2M |
| 11 | Andina Capital Management, LLC | 0.70% | 19,023 | $436K |
| 12 | New York Life Investment Management LLC | 0.68% | 4,268,479 | $97.8M |
| 13 | Comprehensive Wealth Management, LLC | 0.51% | 48,917 | $1.1M |
| 14 | Rooted Wealth Advisors, Inc. | 0.41% | 73,106 | $1.7M |
| 15 | Tenzing Financial LLC | 0.40% | 25,783 | $589K |
| 16 | Fifth Third Securities, INC. | 0.38% | 289,209 | $6.6M |
| 17 | Foguth Wealth Management, LLC. | 0.34% | 130,078 | $3.0M |
| 18 | Fortitude Family Office, LLC | 0.33% | 73,556 | $1.7M |
| 19 | ProCore Advisors, LLC | 0.32% | 11,275 | $258K |
| 20 | WealthPLAN Partners, LLC | 0.29% | 65,689 | $1.5M |
| 21 | Key Client Fiduciary Advisors, LLC | 0.27% | 40,741 | $934K |
| 22 | Elm3 Financial Group, LLC | 0.26% | 16,615 | $381K |
| 23 | Cordoba Advisory Partners LLC | 0.21% | 43,375 | $994K |
| 24 | Acorn Wealth Advisors, LLC | 0.20% | 36,187 | $829K |
| 25 | WealthPlan Investment Management, LLC | 0.17% | 148,764 | $3.4M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|