Institutional Holders (2026 Q1)
29 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLMX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PCG Wealth Advisors, LLC | 0.93% | 100,690 | $3.7M |
| 2 | Marotta Asset Management | 0.34% | 49,292 | $1.8M |
| 3 | Es4, LLC | 0.33% | 13,951 | $512K |
| 4 | Comprehensive Money Management Services LLC | 0.20% | 8,180 | $300K |
| 5 | Kaizen Financial Strategies | 0.15% | 9,163 | $352K |
| 6 | Redmond Asset Management, LLC | 0.15% | 14,497 | $532K |
| 7 | Hbw Advisory Services LLC | 0.06% | 15,492 | $569K |
| 8 | Fourth Dimension Wealth, LLC | 0.03% | 2,452 | $90K |
| 9 | HSBC Holdings plc | 0.01% | 556,830 | $20.4M |
| 10 | Old Mission Capital LLC | 0.01% | 16,286 | $598K |
| 11 | Texas Yale Capital Corp. | 0.01% | 6,500 | $239K |
| 12 | Citigroup Inc | 0.00% | 90,000 | $3.3M |
| 13 | Sanctuary Advisors, LLC | 0.00% | 5,752 | $211K |
| 14 | Royal Bank of Canada | 0.00% | 93,292 | $3.4M |
| 15 | Atwood & Palmer Inc | 0.00% | 255 | $9K |
| 16 | Jane Street Group, LLC | 0.00% | 99,296 | $3.6M |
| 17 | Osaic Holdings, INC. | 0.00% | 7,619 | $280K |
| 18 | Goldman Sachs Group Inc | 0.00% | 42,159 | $1.5M |
| 19 | Citadel Advisors LLC | 0.00% | 27,744 | $1.0M |
| 20 | Susquehanna International Group, LLP | 0.00% | 18,410 | $676K |
| 21 | Bank of America Corp /de/ | 0.00% | 20,779 | $763K |
| 22 | Farther Finance Advisors, LLC | 0.00% | 106 | $4K |
| 23 | UBS Group AG | 0.00% | 3,412 | $125K |
| 24 | Bank of Montreal /Can/ | 0.00% | 632 | $23K |
| 25 | Cwm, LLC | 0.00% | 38 | $1K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|