Institutional Holders (2026 Q2)
51 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLGV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Flaharty Asset Management, LLC | 3.13% | 108,143 | $2.2M |
| 2 | Sequent Planning LLC | 1.49% | 343,014 | $7.0M |
| 3 | First Heartland Consultants, Inc. | 0.59% | 448,314 | $9.1M |
| 4 | Modern Wealth Management, LLC | 0.32% | 1,326,307 | $26.9M |
| 5 | Scarborough Advisors, LLC | 0.21% | 92,077 | $1.9M |
| 6 | Coastal Bridge Advisors, LLC | 0.16% | 124,322 | $2.5M |
| 7 | Franklin Resources Inc | 0.15% | 33,997,632 | $689.5M |
| 8 | ROI Financial Advisors, LLC | 0.12% | 11,205 | $227K |
| 9 | Concurrent Investment Advisors, LLC | 0.09% | 500,532 | $10.2M |
| 10 | Mgo One Seven LLC | 0.07% | 205,671 | $4.2M |
| 11 | Encompass More Asset Management | 0.06% | 20,827 | $422K |
| 12 | Osaic Holdings, INC. | 0.06% | 2,387,582 | $48.4M |
| 13 | Gilpin Wealth Management, LLC | 0.03% | 2,170 | $44K |
| 14 | RFG Advisory, LLC | 0.03% | 89,893 | $1.8M |
| 15 | Total Investment Management Inc | 0.02% | 10,144 | $203K |
| 16 | StoneX Group Inc. | 0.02% | 22,904 | $464K |
| 17 | Atria Investments, Inc | 0.02% | 82,175 | $1.7M |
| 18 | World Investment Advisors | 0.01% | 36,256 | $735K |
| 19 | Aprio Wealth Management, LLC | 0.01% | 10,870 | $220K |
| 20 | Geneos Wealth Management Inc. | 0.01% | 25,153 | $510K |
| 21 | Valmark Advisers, Inc. | 0.01% | 35,506 | $720K |
| 22 | Cetera Investment Advisers | 0.01% | 404,194 | $8.2M |
| 23 | Bank of America Corp /de/ | 0.01% | 5,648,854 | $114.6M |
| 24 | Farther Finance Advisors, LLC | 0.01% | 39,596 | $803K |
| 25 | Steward Partners Investment Advisory, LLC | 0.00% | 44,425 | $901K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|