Institutional Holders (2026 Q2)
29 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLMX. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PCG Wealth Advisors, LLC | 0.83% | 101,810 | $3.7M |
| 2 | Marotta Asset Management | 0.29% | 48,267 | $1.8M |
| 3 | Es4, LLC | 0.27% | 13,951 | $511K |
| 4 | Comprehensive Money Management Services LLC | 0.18% | 7,680 | $281K |
| 5 | Redmond Asset Management, LLC | 0.13% | 14,559 | $533K |
| 6 | Kaizen Financial Strategies | 0.11% | 8,963 | $329K |
| 7 | Fourth Dimension Wealth, LLC | 0.03% | 2,452 | $90K |
| 8 | Hbw Advisory Services LLC | 0.03% | 8,180 | $300K |
| 9 | HSBC Holdings plc | 0.01% | 546,155 | $20.0M |
| 10 | Texas Yale Capital Corp. | 0.01% | 6,500 | $238K |
| 11 | Citigroup Inc | 0.00% | 90,000 | $3.3M |
| 12 | Sanctuary Advisors, LLC | 0.00% | 5,752 | $211K |
| 13 | Osaic Holdings, INC. | 0.00% | 14,644 | $537K |
| 14 | Royal Bank of Canada | 0.00% | 95,127 | $3.5M |
| 15 | Atwood & Palmer Inc | 0.00% | 255 | $9K |
| 16 | Susquehanna International Group, LLP | 0.00% | 81,786 | $3.0M |
| 17 | Citadel Advisors LLC | 0.00% | 33,249 | $1.2M |
| 18 | Goldman Sachs Group Inc | 0.00% | 42,159 | $1.5M |
| 19 | Fiduciary Financial Advisors | 0.00% | 21 | — |
| 20 | Jane Street Group, LLC | 0.00% | 17,241 | $631K |
| 21 | Bank of America Corp /de/ | 0.00% | 21,778 | $797K |
| 22 | US Bancorp \de\ | 0.00% | 1,019 | $37K |
| 23 | Farther Finance Advisors, LLC | 0.00% | 106 | $4K |
| 24 | UBS Group AG | 0.00% | 693 | $25K |
| 25 | Fmr LLC | 0.00% | 353 | $13K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|