Institutional Holders (2026 Q2)
167 + 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 | 10.43% | 471,779 | $27.3M |
| 2 | Financial Management, Inc. | 7.98% | 149,294 | $8.4M |
| 3 | Algorithmic Investment Models, LLC | 7.57% | 113,052 | $6.5M |
| 4 | Sherrill & Hutchins Financial Advisory, Inc | 6.81% | 246,185 | $14.3M |
| 5 | Harbor Group, Inc. | 6.43% | 945,316 | $54.7M |
| 6 | Piedmont Capital Management, LLC/NC | 6.11% | 172,917 | $10.0M |
| 7 | Keystone Financial Services, LLC | 5.33% | 153,341 | $8.9M |
| 8 | TrustBank | 3.65% | 185,943 | $10.8M |
| 9 | Flynn Zito Capital Management, LLC | 3.57% | 226,978 | $13.1M |
| 10 | Integrity Financial Corp /WA | 3.40% | 122,116 | $7.1M |
| 11 | Financial Consulate, Inc | 2.44% | 379,294 | $22.0M |
| 12 | Family Capital Management, Inc. | 1.84% | 82,223 | $4.8M |
| 13 | Larson Financial Group LLC | 1.58% | 1,040,102 | $60.2M |
| 14 | Riverbend Wealth Management, LLC | 1.14% | 39,054 | $2.3M |
| 15 | KPP Advisory Services LLC | 1.06% | 144,941 | $8.4M |
| 16 | Forefront Wealth Partners, LLC | 0.73% | 40,594 | $2.3M |
| 17 | Byrne Financial Freedom, LLC | 0.55% | 24,455 | $1.4M |
| 18 | Planwiser Financial, LLC | 0.47% | 11,605 | $672K |
| 19 | Clear Point Advisors Inc. | 0.46% | 9,002 | $521K |
| 20 | Stratos Investment Management, LLC | 0.44% | 211,505 | $12.2M |
| 21 | Moneywise, INC. | 0.44% | 20,187 | $1.2M |
| 22 | Thurston, Springer, Miller, Herd & Titak, INC. | 0.37% | 17,661 | $1.0M |
| 23 | Sunrise Financial Services, LLC | 0.36% | 10,580 | $612K |
| 24 | IAG Wealth Partners, LLC | 0.36% | 63,055 | $3.6M |
| 25 | Intrua Financial, LLC | 0.30% | 57,245 | $3.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|