Institutional Holders (2026 Q3)
35 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLIA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Acima Private Wealth, LLC | 0.69% | 119,117 | $2.4M |
| 2 | ACT Advisors, LLC. | 0.32% | 48,652 | $974K |
| 3 | Stratos Investment Management, LLC | 0.27% | 319,225 | $6.4M |
| 4 | Family Capital Trust Co | 0.14% | 22,473 | $450K |
| 5 | Matisse Capital | 0.12% | 15,600 | $312K |
| 6 | Your Advocates Ltd., LLP | 0.09% | 16,492 | $330K |
| 7 | Tidemark, LLC | 0.07% | 16,320 | $327K |
| 8 | Franklin Templeton Inc | 0.03% | 7,676,298 | $155.2M |
| 9 | Vise Technologies, Inc. | 0.03% | 182,224 | $3.6M |
| 10 | CENTRAL TRUST Co | 0.03% | 81,531 | $1.6M |
| 11 | Wealth Enhancement Advisory Services, LLC | 0.02% | 790,323 | $15.9M |
| 12 | Kestra Advisory Services, LLC | 0.01% | 225,056 | $4.5M |
| 13 | Private Advisor Group, LLC | 0.01% | 172,843 | $3.5M |
| 14 | Wealth Enhancement Trust Services, Inc. | 0.01% | 4,723 | $95K |
| 15 | StoneX Group Inc. | 0.01% | 13,594 | $275K |
| 16 | Farther Finance Advisors, LLC | 0.01% | 37,531 | $751K |
| 17 | LPL Financial LLC | 0.00% | 684,325 | $13.7M |
| 18 | Steward Partners Investment Advisory, LLC | 0.00% | 29,743 | $595K |
| 19 | Cetera Investment Advisers | 0.00% | 158,139 | $3.2M |
| 20 | Vermillion Wealth Management, Inc. | 0.00% | 47 | — |
| 21 | Hrt Financial LP | 0.00% | 16,466 | $329K |
| 22 | Raymond James Financial Inc | 0.00% | 13,541 | $271K |
| 23 | Jpmorgan Chase & Co | 0.00% | 21,889 | $438K |
| 24 | Osaic Holdings, INC. | 0.00% | 268 | $5K |
| 25 | Jones Financial Companies Lllp | 0.00% | 650 | $13K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|