Institutional Holders (2026 Q2)
24 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLMB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Seeds Investor LLC | 0.41% | 165,782 | $4.0M |
| 2 | Values Added Financial LLC | 0.07% | 8,489 | $204K |
| 3 | Per Stirling Capital Management, LLC. | 0.07% | 29,755 | $716K |
| 4 | Fortis Group Advisors, LLC | 0.04% | 9,476 | $228K |
| 5 | PFG Investments, LLC | 0.03% | 33,821 | $813K |
| 6 | Commonwealth Financial Services, LLC | 0.03% | 9,110 | $219K |
| 7 | OneDigital Investment Advisors LLC | 0.01% | 34,651 | $833K |
| 8 | IFG Advisory, LLC | 0.01% | 7,300 | $176K |
| 9 | Benjamin Edwards Inc | 0.01% | 26,785 | $644K |
| 10 | Rossby Financial, LCC | 0.01% | 1,211 | $29K |
| 11 | Franklin Resources Inc | 0.00% | 880,000 | $21.2M |
| 12 | LPL Financial LLC | 0.00% | 608,044 | $14.6M |
| 13 | Elequin Capital, LP | 0.00% | 2,823 | $68K |
| 14 | Cetera Investment Advisers | 0.00% | 72,139 | $1.7M |
| 15 | Allworth Financial LP | 0.00% | 7,022 | $169K |
| 16 | Fmr LLC | 0.00% | 424,644 | $10.2M |
| 17 | Steward Partners Investment Advisory, LLC | 0.00% | 1,751 | $42K |
| 18 | Jane Street Group, LLC | 0.00% | 50,083 | $1.2M |
| 19 | PNC Financial Services Group, INC. | 0.00% | 5,995 | $144K |
| 20 | Raymond James Financial Inc | 0.00% | 8,777 | $211K |
| 21 | Susquehanna International Group, LLP | 0.00% | 21,684 | $522K |
| 22 | Fifth Third Bancorp | 0.00% | 367 | $9K |
| 23 | Morgan Stanley | 0.00% | 2,281 | $55K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|