Institutional Holders (2026 Q1)
65 + 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 | 8.05% | 668,482 | $18.2M |
| 2 | Tredje AP-fonden | 1.20% | 8,050,000 | $219.0M |
| 3 | Capital Financial Group Inc\co\ /Adv | 1.06% | 70,688 | $1.9M |
| 4 | Lifetime Wealth Management P.C. | 0.69% | 44,701 | $1.2M |
| 5 | Prosperity Bancshares Inc | 0.60% | 27,569 | $750K |
| 6 | Center For Asset Management LLC | 0.52% | 38,209 | $1.0M |
| 7 | Entelevest, LLC | 0.37% | 13,759 | $374K |
| 8 | Cedar Point Capital Partners, LLC | 0.30% | 16,897 | $460K |
| 9 | Dahring | Cusmano LLC | 0.20% | 11,979 | $326K |
| 10 | Stirlingshire Investments, Inc. | 0.18% | 7,392 | $201K |
| 11 | Orion Porfolio Solutions, LLC | 0.14% | 615,054 | $16.7M |
| 12 | KWB Wealth | 0.12% | 45,048 | $1.2M |
| 13 | Dynamic Advisor Solutions LLC | 0.10% | 115,568 | $3.1M |
| 14 | Brio Consultants, LLC | 0.07% | 21,772 | $588K |
| 15 | Empirical Asset Management, LLC | 0.07% | 9,736 | $265K |
| 16 | Cumberland Partners Ltd | 0.06% | 27,214 | $740K |
| 17 | Franklin Resources Inc | 0.05% | 7,031,641 | $191.3M |
| 18 | Simplicity Wealth,LLC | 0.03% | 21,263 | $578K |
| 19 | PFG Advisors | 0.03% | 21,772 | $592K |
| 20 | Assetmark, Inc | 0.03% | 492,835 | $13.4M |
| 21 | PNC Financial Services Group, INC. | 0.02% | 1,313,990 | $35.7M |
| 22 | Advyzon Investment Management, LLC | 0.02% | 7,511 | $204K |
| 23 | Mgo One Seven LLC | 0.02% | 28,345 | $771K |
| 24 | CreativeOne Wealth, LLC | 0.01% | 22,560 | $614K |
| 25 | LPL Financial LLC | 0.01% | 1,627,498 | $44.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|