Institutional Holders (2026 Q1)
48 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLGV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Flaharty Asset Management, LLC | 3.55% | 1,398,174 | $28.6M |
| 2 | Sequent Planning LLC | 1.59% | 321,888 | $6.6M |
| 3 | First Heartland Consultants, Inc. | 0.68% | 432,631 | $8.8M |
| 4 | Franklin Resources Inc | 0.16% | 32,643,136 | $666.9M |
| 5 | Concurrent Investment Advisors, LLC | 0.10% | 471,254 | $9.6M |
| 6 | Mgo One Seven LLC | 0.08% | 198,484 | $4.1M |
| 7 | Encompass More Asset Management | 0.07% | 20,095 | $411K |
| 8 | Osaic Holdings, INC. | 0.07% | 2,176,170 | $44.5M |
| 9 | Scarborough Advisors, LLC | 0.06% | 27,157 | $555K |
| 10 | Coastal Bridge Advisors, LLC | 0.05% | 35,307 | $721K |
| 11 | StoneX Group Inc. | 0.03% | 22,969 | $469K |
| 12 | Total Investment Management Inc | 0.02% | 10,144 | $207K |
| 13 | Gts Securities LLC | 0.02% | 30,337 | $620K |
| 14 | Independent Advisor Alliance | 0.02% | 80,286 | $1.6M |
| 15 | Atria Investments, Inc | 0.02% | 76,316 | $1.6M |
| 16 | Aprio Wealth Management, LLC | 0.01% | 11,025 | $225K |
| 17 | World Investment Advisors | 0.01% | 37,178 | $760K |
| 18 | Geneos Wealth Management Inc. | 0.01% | 24,904 | $509K |
| 19 | Cetera Investment Advisers | 0.01% | 507,236 | $10.4M |
| 20 | Key FInancial Inc | 0.01% | 2,620 | $54K |
| 21 | Bank of America Corp /de/ | 0.01% | 5,622,894 | $114.9M |
| 22 | Valmark Advisers, Inc. | 0.01% | 32,591 | $666K |
| 23 | LPL Financial LLC | 0.00% | 690,502 | $14.1M |
| 24 | TD Waterhouse Canada Inc. | 0.00% | 48,500 | $986K |
| 25 | Transamerica Financial Advisors, LLC | 0.00% | 1,380 | $28K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|