Institutional Holders (2026 Q3)
87 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLHY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Northwest Financial Advisors | 5.81% | 1,845,552 | $43.2M |
| 2 | Prentice Wealth Management LLC | 5.38% | 1,131,765 | $26.5M |
| 3 | Croban | 3.90% | 372,679 | $8.7M |
| 4 | Solano Wealth Investment Advisors LLC | 3.26% | 308,777 | $7.2M |
| 5 | rebel Financial LLC | 1.65% | 170,695 | $4.1M |
| 6 | Provenance Wealth Advisors, LLC | 1.32% | 955,002 | $22.4M |
| 7 | Winebrenner Capital Management LLC | 1.19% | 78,885 | $1.8M |
| 8 | Tenzing Financial LLC | 0.98% | 62,008 | $1.4M |
| 9 | Founders Financial Alliance, LLC | 0.70% | 217,170 | $5.1M |
| 10 | Dynamic Advisor Solutions LLC | 0.46% | 694,819 | $16.3M |
| 11 | IFG Advisory, LLC | 0.32% | 411,957 | $9.6M |
| 12 | Sprinkle Financial Consultants LLC | 0.18% | 19,706 | $461K |
| 13 | Benjamin Edwards Inc | 0.17% | 803,753 | $18.8M |
| 14 | Clear Creek Financial Management, LLC | 0.16% | 87,942 | $2.1M |
| 15 | Riversedge Advisors, LLC | 0.13% | 46,078 | $1.1M |
| 16 | State of New Jersey Common Pension Fund D | 0.11% | 1,400,000 | $32.8M |
| 17 | Global View Capital Management LLC | 0.11% | 20,754 | $486K |
| 18 | PFG Advisors | 0.10% | 84,234 | $2.0M |
| 19 | Aurdan Capital Management, LLC | 0.09% | 17,679 | $414K |
| 20 | Ducere Wealth Management LLC | 0.09% | 13,250 | $310K |
| 21 | Smartleaf Asset Management LLC | 0.07% | 98,700 | $2.3M |
| 22 | Capital Investment Advisory Services, LLC | 0.06% | 42,678 | $999K |
| 23 | International Assets Investment Management, LLC | 0.05% | 12,200 | $853K |
| 24 | Franklin Templeton Inc | 0.05% | 10,040,166 | $236.0M |
| 25 | Assetmark, Inc | 0.03% | 807,731 | $18.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|