Institutional Holders (2026 Q2)
35 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLIA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Acima Private Wealth, LLC | 0.71% | 119,895 | $2.5M |
| 2 | Wealth Enhancement Advisory Services, LLC | 0.39% | 11,587,212 | $233.7M |
| 3 | ACT Advisors, LLC. | 0.35% | 51,661 | $1.1M |
| 4 | Stratos Investment Management, LLC | 0.25% | 333,600 | $6.8M |
| 5 | Family Capital Trust Co | 0.16% | 22,408 | $460K |
| 6 | WorthPointe, LLC | 0.16% | 30,357 | $622K |
| 7 | Matisse Capital | 0.13% | 15,600 | $320K |
| 8 | Your Advocates Ltd., LLP | 0.10% | 16,492 | $338K |
| 9 | NorthCrest Asset Manangement, LLC | 0.07% | 130,507 | $2.7M |
| 10 | Vise Technologies, Inc. | 0.04% | 172,935 | $3.5M |
| 11 | Franklin Resources Inc | 0.03% | 7,613,814 | $156.0M |
| 12 | CENTRAL TRUST Co | 0.03% | 70,000 | $1.4M |
| 13 | Wealth Enhancement Trust Services, Inc. | 0.02% | 9,802 | $198K |
| 14 | Foundations Investment Advisors, LLC | 0.02% | 90,751 | $1.9M |
| 15 | Private Advisor Group, LLC | 0.01% | 132,510 | $2.7M |
| 16 | Kestra Advisory Services, LLC | 0.01% | 172,238 | $3.5M |
| 17 | Farther Finance Advisors, LLC | 0.01% | 36,744 | $753K |
| 18 | Cetera Investment Advisers | 0.00% | 262,726 | $5.4M |
| 19 | Steward Partners Investment Advisory, LLC | 0.00% | 29,700 | $609K |
| 20 | LPL Financial LLC | 0.00% | 659,121 | $13.5M |
| 21 | Hrt Financial LP | 0.00% | 19,327 | $396K |
| 22 | International Assets Investment Management, LLC | 0.00% | 545 | $11K |
| 23 | Blue Trust, Inc. | 0.00% | 1,402 | $29K |
| 24 | Fwl Investment Management, LLC | 0.00% | 47 | — |
| 25 | Raymond James Financial Inc | 0.00% | 13,047 | $267K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|