Institutional Holders (2026 Q1)
160 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLQM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Eagle Wealth Strategies LLC | 10.56% | 438,625 | $24.1M |
| 2 | Sherrill & Hutchins Financial Advisory, Inc | 7.82% | 241,098 | $13.2M |
| 3 | Algorithmic Investment Models, LLC | 7.39% | 109,070 | $6.0M |
| 4 | Harbor Group, Inc. | 7.15% | 901,408 | $49.5M |
| 5 | Piedmont Capital Management, LLC/NC | 6.51% | 177,715 | $9.8M |
| 6 | Keystone Financial Services, LLC | 5.55% | 150,313 | $8.3M |
| 7 | Flynn Zito Capital Management, LLC | 4.66% | 265,790 | $14.6M |
| 8 | Integrity Financial Corp /WA | 4.35% | 159,272 | $8.7M |
| 9 | TrustBank | 3.92% | 183,900 | $10.1M |
| 10 | Financial Consulate, Inc | 2.57% | 376,016 | $20.7M |
| 11 | Orgel Wealth Management, LLC | 2.13% | 1,796,639 | $98.7M |
| 12 | Family Capital Management, Inc. | 1.98% | 81,169 | $4.5M |
| 13 | Larson Financial Group LLC | 1.58% | 899,001 | $49.4M |
| 14 | Ridgeline Wealth Planning, LLC | 1.46% | 36,335 | $2.0M |
| 15 | Redhawk Wealth Advisors, Inc. | 1.21% | 198,923 | $10.9M |
| 16 | Riverbend Wealth Management, LLC | 1.13% | 36,037 | $2.0M |
| 17 | Byrne Financial Freedom, LLC | 0.99% | 37,487 | $2.1M |
| 18 | KPP Advisory Services LLC | 0.71% | 88,493 | $4.9M |
| 19 | AssuredPartners Investment Advisors, LLC | 0.58% | 95,984 | $5.3M |
| 20 | Moneywise, INC. | 0.49% | 20,382 | $1.1M |
| 21 | Planwiser Financial, LLC | 0.48% | 11,701 | $661K |
| 22 | Forefront Wealth Partners, LLC | 0.46% | 20,108 | $1.1M |
| 23 | Stratos Investment Management, LLC | 0.44% | 200,619 | $11.0M |
| 24 | Thurston, Springer, Miller, Herd & Titak, INC. | 0.40% | 17,566 | $965K |
| 25 | IAG Wealth Partners, LLC | 0.40% | 64,530 | $3.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|