Institutional Holders (2026 Q2)
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 | Northwest Financial Advisors | 5.96% | 1,844,480 | $44.8M |
| 2 | McAlister, Sweet & Associates, Inc. | 5.52% | 425,028 | $10.3M |
| 3 | Prentice Wealth Management LLC | 5.40% | 1,077,190 | $26.2M |
| 4 | Croban | 4.00% | 373,837 | $9.1M |
| 5 | Provenance Wealth Advisors, LLC | 1.94% | 839,742 | $20.4M |
| 6 | Winebrenner Capital Management LLC | 1.28% | 86,842 | $2.1M |
| 7 | Tenzing Financial LLC | 0.97% | 58,633 | $1.4M |
| 8 | Founders Financial Alliance, LLC | 0.73% | 227,041 | $5.5M |
| 9 | Dynamic Advisor Solutions LLC | 0.47% | 681,278 | $16.5M |
| 10 | Ocean Park Asset Management, LLC | 0.35% | 298,000 | $7.2M |
| 11 | Fourth Dimension Wealth, LLC | 0.20% | 26,603 | $646K |
| 12 | Sovran Advisors, LLC | 0.20% | 112,673 | $2.7M |
| 13 | Clear Creek Financial Management, LLC | 0.19% | 122,323 | $3.0M |
| 14 | Benjamin Edwards Inc | 0.18% | 791,079 | $19.2M |
| 15 | Riversedge Advisors, LLC | 0.15% | 46,150 | $1.1M |
| 16 | State of New Jersey Common Pension Fund D | 0.12% | 1,400,000 | $34.0M |
| 17 | Global View Capital Management LLC | 0.11% | 22,298 | $542K |
| 18 | Aurdan Capital Management, LLC | 0.11% | 17,679 | $429K |
| 19 | PFG Advisors | 0.10% | 81,226 | $2.0M |
| 20 | Ducere Wealth Management LLC | 0.08% | 11,000 | $267K |
| 21 | Smartleaf Asset Management LLC | 0.07% | 86,856 | $2.1M |
| 22 | Capital Investment Advisory Services, LLC | 0.06% | 41,264 | $1.0M |
| 23 | Franklin Resources Inc | 0.05% | 10,095,767 | $245.2M |
| 24 | International Assets Investment Management, LLC | 0.05% | 36,675 | $887K |
| 25 | Fifth Third Securities, INC. | 0.04% | 31,713 | $770K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|