Institutional Holders (2026 Q1)
84 + 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 | McAlister, Sweet & Associates, Inc. | 5.62% | 373,685 | $9.0M |
| 2 | Prentice Wealth Management LLC | 5.51% | 1,010,897 | $24.4M |
| 3 | Provenance Wealth Advisors, LLC | 2.10% | 823,220 | $19.9M |
| 4 | rebel Financial LLC | 1.63% | 156,190 | $3.8M |
| 5 | Winebrenner Capital Management LLC | 1.41% | 91,075 | $2.2M |
| 6 | Tenzing Financial LLC | 1.04% | 57,242 | $1.4M |
| 7 | Dynamic Advisor Solutions LLC | 0.48% | 627,721 | $15.2M |
| 8 | Sequent Planning LLC | 0.29% | 49,067 | $1.2M |
| 9 | Sovran Advisors, LLC | 0.20% | 101,885 | $2.5M |
| 10 | Benjamin Edwards Inc | 0.19% | 773,420 | $18.7M |
| 11 | Riversedge Advisors, LLC | 0.17% | 44,345 | $1.1M |
| 12 | Global View Capital Management LLC | 0.15% | 23,509 | $568K |
| 13 | Fourth Dimension Wealth, LLC | 0.15% | 16,272 | $393K |
| 14 | Gts Securities LLC | 0.13% | 147,432 | $3.6M |
| 15 | Clear Creek Financial Management, LLC | 0.11% | 60,667 | $1.5M |
| 16 | Ducere Wealth Management LLC | 0.11% | 11,000 | $266K |
| 17 | PFG Advisors | 0.10% | 85,871 | $2.1M |
| 18 | State of New Jersey Common Pension Fund D | 0.09% | 1,000,000 | $24.1M |
| 19 | Smartleaf Asset Management LLC | 0.08% | 86,856 | $2.1M |
| 20 | Capital Investment Advisory Services, LLC | 0.07% | 42,019 | $1.0M |
| 21 | Franklin Resources Inc | 0.06% | 10,570,453 | $255.2M |
| 22 | International Assets Investment Management, LLC | 0.06% | 36,675 | $882K |
| 23 | Assetmark, Inc | 0.04% | 831,333 | $20.1M |
| 24 | Founders Financial Alliance, LLC | 0.04% | 8,987 | $217K |
| 25 | Fifth Third Securities, INC. | 0.04% | 24,736 | $597K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|