Institutional Holders (2026 Q2)
91 + 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 | McKinney Capital Management, LLC | 3.89% | 126,142 | $9.9M |
| 2 | Sequent Planning LLC | 3.68% | 219,827 | $17.2M |
| 3 | Win Advisors, Inc | 3.44% | 123,282 | $9.7M |
| 4 | Lakeshore Capital Group, Inc. | 1.81% | 31,176 | $2.4M |
| 5 | Paul R. Ried Financial Group, LLC | 1.39% | 40,764 | $3.2M |
| 6 | Arkadios Wealth Advisors | 0.91% | 767,264 | $60.1M |
| 7 | Arrien Investments, INC. | 0.77% | 19,525 | $1.5M |
| 8 | Sanctuary Advisors, LLC | 0.61% | 1,681,358 | $131.6M |
| 9 | Steward Partners Investment Advisory, LLC | 0.48% | 1,190,339 | $93.2M |
| 10 | Crux Wealth Advisors | 0.41% | 15,148 | $1.2M |
| 11 | Core Wealth Partners LLC | 0.39% | 11,664 | $913K |
| 12 | Howard Capital Management, LLC | 0.22% | 240,975 | $18.9M |
| 13 | Wealthcare Advisory Partners LLC | 0.20% | 135,685 | $10.6M |
| 14 | Barnes Wealth Management Group, Inc | 0.19% | 5,319 | $416K |
| 15 | RFG Advisory, LLC | 0.18% | 148,467 | $11.6M |
| 16 | Mgo One Seven LLC | 0.17% | 133,525 | $10.5M |
| 17 | Cornerstone Wealth Management, LLC | 0.16% | 46,807 | $3.7M |
| 18 | Leigh Baldwin & CO., LLC | 0.16% | 3,705 | $290K |
| 19 | Franklin Resources Inc | 0.14% | 8,515,143 | $666.6M |
| 20 | Bensler, LLC | 0.14% | 20,653 | $1.6M |
| 21 | Brookstone Capital Management | 0.14% | 181,117 | $14.2M |
| 22 | World Investment Advisors | 0.13% | 108,214 | $7.7M |
| 23 | Nations Financial Group Inc, /Ia/ /Adv | 0.13% | 33,918 | $2.7M |
| 24 | Indivisible Partners | 0.10% | 23,086 | $1.8M |
| 25 | Atria Investments, Inc | 0.09% | 113,424 | $8.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|