Institutional Holders (2026 Q2)
60 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLTW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | BOCHK Asset Management Ltd | 4.44% | 266,710 | $28.1M |
| 2 | Innealta Capital, LLC | 3.66% | 64,965 | $6.9M |
| 3 | Provida Pension Fund Administrator | 0.97% | 847,325 | $57.7M |
| 4 | Knollwood Investment Advisory, LLC | 0.97% | 103,200 | $10.9M |
| 5 | Marotta Asset Management | 0.72% | 42,243 | $4.3M |
| 6 | OVERSEA-CHINESE BANKING Corp Ltd | 0.38% | 169,710 | $17.9M |
| 7 | Boltwood Capital Management | 0.32% | 13,050 | $1.4M |
| 8 | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.13% | 5,600 | $591K |
| 9 | Creative Financial Designs Inc /Adv | 0.11% | 22,381 | $2.4M |
| 10 | Regatta Research & Money Management | 0.08% | 759 | $80K |
| 11 | AIA Group Ltd | 0.04% | 33,600 | $3.5M |
| 12 | Principal Financial Group Inc | 0.04% | 854,434 | $90.2M |
| 13 | Brookstone Capital Management | 0.03% | 32,873 | $3.5M |
| 14 | Vident Advisory, LLC | 0.03% | 44,788 | $4.7M |
| 15 | EverSource Wealth Advisors, LLC | 0.02% | 4,415 | $466K |
| 16 | BNP Paribas Financial Markets | 0.01% | 350,000 | $36.9M |
| 17 | TD Waterhouse Canada Inc. | 0.01% | 47,432 | $4.8M |
| 18 | Bank of Nova Scotia | 0.01% | 68,000 | $7.2M |
| 19 | Belpointe Asset Management LLC | 0.01% | 2,946 | $311K |
| 20 | Focus Financial Network, Inc. | 0.01% | 2,645 | $280K |
| 21 | Goldman Sachs Group Inc | 0.01% | 726,371 | $76.7M |
| 22 | Kestra Private Wealth Services, LLC | 0.01% | 5,662 | $598K |
| 23 | Jpmorgan Chase & Co | 0.01% | 1,059,855 | $109.0M |
| 24 | Commonwealth Equity Services, LLC | 0.01% | 44,020 | $4.6M |
| 25 | Purpose Unlimited Inc. | 0.01% | 1,352 | $145K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|