Institutional Holders (2026 Q1)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLMB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Wealth Alliance Advisory Group, LLC | 0.54% | 145,000 | $3.4M |
| 2 | SEEDS INVESTOR LLC | 0.49% | 149,840 | $3.6M |
| 3 | Values Added Financial LLC | 0.08% | 8,489 | $200K |
| 4 | Commonwealth Financial Services, LLC | 0.08% | 21,675 | $512K |
| 5 | Per Stirling Capital Management, LLC. | 0.08% | 29,755 | $703K |
| 6 | Fortis Group Advisors, LLC | 0.04% | 10,146 | $242K |
| 7 | PFG Investments, LLC | 0.02% | 18,865 | $446K |
| 8 | OLD MISSION CAPITAL LLC | 0.01% | 33,930 | $801K |
| 9 | OneDigital Investment Advisors LLC | 0.01% | 34,331 | $811K |
| 10 | FRANKLIN RESOURCES INC | 0.01% | 1,130,000 | $26.7M |
| 11 | BENJAMIN EDWARDS INC | 0.01% | 27,740 | $655K |
| 12 | Rossby Financial, LCC | 0.01% | 1,180 | $28K |
| 13 | Western Wealth Management, LLC | 0.00% | 4,660 | $110K |
| 14 | LPL Financial LLC | 0.00% | 588,945 | $13.9M |
| 15 | Cetera Investment Advisers | 0.00% | 69,603 | $1.6M |
| 16 | Cambridge Investment Research Advisors, Inc. | 0.00% | 12,180 | — |
| 17 | Allworth Financial LP | 0.00% | 6,954 | $164K |
| 18 | FMR LLC | 0.00% | 442,564 | $10.5M |
| 19 | WealthShield Partners, LLC | 0.00% | 180 | $4K |
| 20 | JANE STREET GROUP, LLC | 0.00% | 60,786 | $1.4M |
| 21 | HANTZ FINANCIAL SERVICES, INC. | 0.00% | 297 | — |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 0.00% | 5,295 | $125K |
| 23 | CITADEL ADVISORS LLC | 0.00% | 10,777 | $255K |
| 24 | GOLDMAN SACHS GROUP INC | 0.00% | 8,568 | $202K |
| 25 | FIFTH THIRD BANCORP | 0.00% | 342 | $8K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|