Institutional Holders (2026 Q2)
228 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLMI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Axiom Financial Strategies, LLC | 9.34% | 1,183,760 | $29.8M |
| 2 | Midwest Financial Partners Investments, Inc. | 5.59% | 534,969 | $13.5M |
| 3 | Legacy CG, LLC | 4.16% | 646,293 | $16.3M |
| 4 | Central Bank & Trust Co | 2.83% | 793,147 | $20.0M |
| 5 | Beacon Bridge Wealth Partners, LLC | 2.26% | 314,712 | $7.9M |
| 6 | Meeder Advisory Services, Inc. | 2.18% | 2,366,974 | $59.6M |
| 7 | Robinson Smith Wealth Advisors LLC | 2.13% | 140,980 | $3.5M |
| 8 | Madrid Wealth Management, LLC | 2.04% | 123,702 | $3.1M |
| 9 | New England Private Wealth Advisors LLC | 1.99% | 835,986 | $20.6M |
| 10 | Mfa Wealth Advisors, LLC | 1.83% | 426,562 | $10.7M |
| 11 | Cliftonlarsonallen Wealth Advisors, LLC | 1.73% | 5,218,892 | $131.4M |
| 12 | Prentice Wealth Management LLC | 1.72% | 330,459 | $8.3M |
| 13 | Croban | 1.38% | 124,855 | $3.1M |
| 14 | American Financial & Tax Strategies Inc | 1.33% | 117,046 | $2.9M |
| 15 | Asio Capital, LLC | 1.17% | 363,936 | $9.2M |
| 16 | Penney Financial, LLC | 1.10% | 124,597 | $3.1M |
| 17 | Arwa LLC | 1.00% | 96,455 | $2.4M |
| 18 | Fire Capital Management LLC | 0.98% | 95,360 | $2.4M |
| 19 | Evergreen Wealth Partners LLC | 0.91% | 60,396 | $1.5M |
| 20 | Hicks Capital Management LLC | 0.89% | 43,031 | $1.1M |
| 21 | Clarity Retirement & Wealth, LLC | 0.84% | 48,425 | $1.2M |
| 22 | ShoreHaven Wealth Partners, LLC | 0.81% | 101,728 | $2.6M |
| 23 | Wulff, Hansen & CO. | 0.79% | 41,187 | $1.0M |
| 24 | Wealth Alliance Advisory Group, LLC | 0.78% | 215,204 | $5.4M |
| 25 | Abound Financial, LLC | 0.77% | 76,377 | $1.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|