Institutional Holders (2026 Q2)
93 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLGB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Tradewinds Capital Management, LLC | 4.94% | 786,791 | $27.8M |
| 2 | Innealta Capital, LLC | 1.91% | 101,402 | $3.6M |
| 3 | Mma Asset Management LLC | 1.56% | 138,622 | $4.9M |
| 4 | GHP Investment Advisors, Inc. | 1.05% | 813,058 | $28.7M |
| 5 | Meridian Investment Counsel INC. | 0.52% | 68,575 | $2.4M |
| 6 | Morningstar Investment Management LLC | 0.46% | 215,970 | $7.5M |
| 7 | Simon Quick Advisors, LLC | 0.36% | 251,581 | $8.9M |
| 8 | Beckerman Institutional, LLC | 0.27% | 16,135 | $569K |
| 9 | Dynamic Wealth Strategies, LLC | 0.23% | 12,415 | $438K |
| 10 | Purpose Unlimited Inc. | 0.19% | 135,973 | $4.9M |
| 11 | Ackerman Asset Management, LLC | 0.16% | 7,693 | $271K |
| 12 | PGIM Custom Harvest LLC | 0.12% | 279,455 | $9.9M |
| 13 | Bayban | 0.12% | 4,439 | $157K |
| 14 | Cabot Wealth Management Inc | 0.12% | 33,090 | $1.2M |
| 15 | Avestar Capital, LLC | 0.09% | 43,231 | $1.5M |
| 16 | Swmg, LLC | 0.08% | 8,977 | $320K |
| 17 | Archford Capital Strategies, LLC | 0.05% | 14,271 | $504K |
| 18 | Osaic Holdings, INC. | 0.04% | 889,631 | $31.4M |
| 19 | Syon Capital LLC | 0.03% | 20,200 | $713K |
| 20 | Rothschild Wealth LLC | 0.03% | 10,139 | $358K |
| 21 | EP Wealth Advisors, LLC | 0.02% | 172,019 | $6.1M |
| 22 | United Asset Strategies, Inc. | 0.02% | 9,249 | $326K |
| 23 | Triumph Capital Management | 0.02% | 3,259 | $115K |
| 24 | Jupiter Topco LLC | 0.02% | 1,387,486 | $49.0M |
| 25 | Bank of America Corp /de/ | 0.02% | 8,186,894 | $288.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|