Institutional Holders (2026 Q1)
122 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLBL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sage Advisory Services, Ltd.Co. | 9.02% | 716,210 | $16.5M |
| 2 | Prentice Wealth Management LLC | 3.03% | 583,985 | $13.4M |
| 3 | Curran Financial Partners, LLC | 3.02% | 733,549 | $16.9M |
| 4 | DORVAL Corp | 2.41% | 338,228 | $7.8M |
| 5 | Mission Hills Financial Advisory, LLC | 2.39% | 203,066 | $4.7M |
| 6 | Independence Financial Advisors, LLC | 1.90% | 274,667 | $6.3M |
| 7 | SHP Wealth Management | 1.80% | 1,036,246 | $23.8M |
| 8 | Andina Capital Management, LLC | 1.54% | 75,727 | $1.7M |
| 9 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 1.35% | 120,519 | $2.8M |
| 10 | HANTZ FINANCIAL SERVICES, INC. | 1.34% | 3,825,627 | $88K |
| 11 | BLUE JEAN FINANCIAL LLC | 1.15% | 60,626 | $1.4M |
| 12 | AIRE ADVISORS, LLC | 1.12% | 265,901 | $6.1M |
| 13 | Fortitude Family Office, LLC | 0.62% | 120,619 | $2.8M |
| 14 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.52% | 2,697,016 | $62.0M |
| 15 | WealthPLAN Partners, LLC | 0.46% | 103,921 | $2.4M |
| 16 | Rooted Wealth Advisors, Inc. | 0.45% | 73,691 | $1.7M |
| 17 | Tenzing Financial LLC | 0.44% | 25,673 | $589K |
| 18 | ProCore Advisors, LLC | 0.43% | 12,245 | $282K |
| 19 | FDx Advisors, Inc. | 0.37% | 50,613 | $1K |
| 20 | Elm3 Financial Group, LLC | 0.35% | 17,844 | $410K |
| 21 | FIFTH THIRD SECURITIES, INC. | 0.34% | 229,598 | $5.3M |
| 22 | Maia Wealth LLC | 0.33% | 84,426 | $1.9M |
| 23 | Key Client Fiduciary Advisors, LLC | 0.32% | 40,653 | $935K |
| 24 | Acorn Wealth Advisors, LLC | 0.25% | 36,660 | $843K |
| 25 | WealthPlan Investment Management, LLC | 0.23% | 181,598 | $4.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|