Institutional Holders (2026 Q1)
77 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLQL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Sequent Planning LLC | 3.36% | 205,420 | $13.9M |
| 2 | Elevation Capital Advisory, LLC | 2.81% | 97,571 | $6.6M |
| 3 | Lakeshore Capital Group, Inc. | 1.76% | 31,793 | $2.2M |
| 4 | Paul R. Ried Financial Group, LLC | 1.39% | 44,197 | $3.0M |
| 5 | ARRIEN INVESTMENTS, INC. | 0.72% | 19,550 | $1.3M |
| 6 | Sanctuary Advisors, LLC | 0.61% | 1,675,252 | $113.3M |
| 7 | Steward Partners Investment Advisory, LLC | 0.42% | 1,228,488 | $83.1M |
| 8 | Core Wealth Partners LLC | 0.42% | 13,292 | $899K |
| 9 | CRUX WEALTH ADVISORS | 0.40% | 15,604 | $1.1M |
| 10 | Wealthcare Advisory Partners LLC | 0.18% | 136,884 | $9.3M |
| 11 | Cornerstone Wealth Management, LLC | 0.15% | 45,585 | $3.1M |
| 12 | Brookstone Capital Management | 0.13% | 173,110 | $11.7M |
| 13 | Bensler, LLC | 0.13% | 18,358 | $1.2M |
| 14 | Indivisible Partners | 0.12% | 20,163 | $1.4M |
| 15 | World Investment Advisors | 0.12% | 109,933 | $7.4M |
| 16 | SILVER OAK SECURITIES, INCORPORATED | 0.11% | 21,284 | $1.4M |
| 17 | Kingsview Wealth Management, LLC | 0.10% | 108,956 | $7.4M |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.09% | 25,518 | $1.7M |
| 19 | Janney Montgomery Scott LLC | 0.08% | 448,344 | $30K |
| 20 | Atria Investments, Inc | 0.07% | 98,326 | $6.7M |
| 21 | Bogart Wealth, LLC | 0.05% | 18,317 | $1.2M |
| 22 | Medallion Wealth Advisors, LLC | 0.04% | 1,561 | $88K |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | 0.04% | 31,753 | $2.1M |
| 24 | Independent Advisor Alliance | 0.02% | 27,817 | $1.9M |
| 25 | Geneos Wealth Management Inc. | 0.01% | 8,909 | $603K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|