Institutional Holders (2026 Q2)
81 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLSP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Peak Financial Advisors LLC | 8.79% | 766,968 | $21.2M |
| 2 | Tredje AP-fonden | 1.76% | 14,075,000 | $389.7M |
| 3 | Capital Financial Group Inc\co\ /Adv | 1.20% | 83,073 | $2.3M |
| 4 | Center For Asset Management LLC | 0.70% | 57,106 | $1.6M |
| 5 | Lifetime Wealth Management P.C. | 0.62% | 38,563 | $1.1M |
| 6 | Prosperity Bancshares Inc | 0.58% | 32,189 | $891K |
| 7 | Wealth High Governance Asset Management Ltda. | 0.56% | 115,924 | $3.1M |
| 8 | Entelevest, LLC | 0.39% | 16,406 | $454K |
| 9 | Dahring | Cusmano LLC | 0.22% | 15,266 | $423K |
| 10 | Cedar Point Capital Partners, LLC | 0.17% | 10,699 | $296K |
| 11 | Stirlingshire Investments, Inc. | 0.15% | 7,385 | $205K |
| 12 | Orion Porfolio Solutions, LLC | 0.13% | 623,664 | $17.3M |
| 13 | Dynamic Advisor Solutions LLC | 0.11% | 143,526 | $4.0M |
| 14 | KWB Wealth | 0.10% | 41,260 | $1.1M |
| 15 | Brio Consultants, LLC | 0.07% | 21,168 | $586K |
| 16 | Empirical Asset Management, LLC | 0.06% | 9,696 | $268K |
| 17 | Cumberland Partners Ltd | 0.05% | 26,588 | $736K |
| 18 | Florida Financial Advisors, LLC | 0.04% | 9,181 | $254K |
| 19 | Franklin Resources Inc | 0.04% | 7,102,230 | $196.7M |
| 20 | Aspire Capital Advisors LLC | 0.04% | 7,762 | $215K |
| 21 | RFG Advisory, LLC | 0.04% | 94,206 | $2.6M |
| 22 | Simplicity Wealth,LLC | 0.04% | 41,444 | $1.1M |
| 23 | PFG Advisors | 0.03% | 23,434 | $649K |
| 24 | Assetmark, Inc | 0.03% | 679,594 | $18.8M |
| 25 | Steward Partners Investment Advisory, LLC | 0.03% | 193,882 | $5.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|