Institutional Holders (2026 Q1)
93 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLGB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Innealta Capital, LLC | 2.19% | 101,402 | $3.5M |
| 2 | Mma Asset Management LLC | 1.73% | 141,104 | $4.9M |
| 3 | GHP Investment Advisors, Inc. | 1.14% | 800,187 | $27.8M |
| 4 | Meridian Investment Counsel INC. | 0.57% | 69,275 | $2.4M |
| 5 | Morningstar Investment Management LLC | 0.46% | 215,970 | $7.5M |
| 6 | Simon Quick Advisors, LLC | 0.40% | 251,770 | $8.8M |
| 7 | Beckerman Institutional, LLC | 0.30% | 16,135 | $561K |
| 8 | Dynamic Wealth Strategies, LLC | 0.25% | 12,363 | $430K |
| 9 | Cabot Wealth Management Inc | 0.21% | 52,830 | $1.8M |
| 10 | Purpose Unlimited Inc. | 0.20% | 139,295 | $4.8M |
| 11 | Ackerman Asset Management, LLC | 0.19% | 7,693 | $267K |
| 12 | Archford Capital Strategies, LLC | 0.16% | 40,843 | $1.4M |
| 13 | PGIM Custom Harvest LLC | 0.14% | 254,950 | $8.9M |
| 14 | Bayban | 0.13% | 4,439 | $154K |
| 15 | Swmg, LLC | 0.11% | 11,566 | $402K |
| 16 | Avestar Capital, LLC | 0.11% | 47,511 | $1.7M |
| 17 | Rothschild Wealth LLC | 0.05% | 16,747 | $582K |
| 18 | Transamerica Financial Advisors, LLC | 0.05% | 15,980 | $555K |
| 19 | Osaic Holdings, INC. | 0.05% | 904,941 | $31.5M |
| 20 | Syon Capital LLC | 0.04% | 20,185 | $702K |
| 21 | EP Wealth Advisors, LLC | 0.03% | 179,375 | $6.2M |
| 22 | Janus Henderson Group plc | 0.03% | 1,519,328 | $52.8M |
| 23 | Principal Securities, INC. | 0.02% | 45,965 | $1.6M |
| 24 | Triumph Capital Management | 0.02% | 3,146 | $109K |
| 25 | United Asset Strategies, Inc. | 0.02% | 7,678 | $267K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|