Institutional Holders (2026 Q1)
35 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLSP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | PEAK FINANCIAL ADVISORS LLC | 8.05% | 668,482 | $18.2M |
| 2 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 1.06% | 70,688 | $1.9M |
| 3 | Center For Asset Management LLC | 0.52% | 38,209 | $1.0M |
| 4 | Entelevest, LLC | 0.37% | 13,759 | $374K |
| 5 | Cedar Point Capital Partners, LLC | 0.30% | 16,897 | $460K |
| 6 | DAHRING | CUSMANO LLC | 0.20% | 11,979 | $326K |
| 7 | Stirlingshire Investments, Inc. | 0.18% | 7,392 | $201K |
| 8 | KWB Wealth | 0.12% | 45,048 | $1.2M |
| 9 | Dynamic Advisor Solutions LLC | 0.10% | 115,568 | $3.1M |
| 10 | Brio Consultants, LLC | 0.07% | 21,772 | $588K |
| 11 | Simplicity Wealth,LLC | 0.03% | 21,263 | $578K |
| 12 | PFG Advisors | 0.03% | 21,772 | $592K |
| 13 | ASSETMARK, INC | 0.03% | 492,835 | $13.4M |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 0.02% | 1,313,990 | $35.7M |
| 15 | LPL Financial LLC | 0.01% | 1,627,498 | $44.3M |
| 16 | Janney Montgomery Scott LLC | 0.01% | 154,346 | $4K |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 1,381,000 | $37.6M |
| 18 | Steward Partners Investment Advisory, LLC | 0.01% | 69,106 | $1.9M |
| 19 | PRIVATE TRUST CO NA | 0.01% | 3,360 | $91K |
| 20 | Sanctuary Advisors, LLC | 0.01% | 41,461 | $1.1M |
| 21 | World Investment Advisors | 0.01% | 11,660 | $317K |
| 22 | Private Advisor Group, LLC | 0.00% | 37,069 | $1.0M |
| 23 | Cassaday & Co Wealth Management LLC | 0.00% | 3,977 | $108K |
| 24 | Geneos Wealth Management Inc. | 0.00% | 3,527 | $96K |
| 25 | CoreCap Advisors, LLC | 0.00% | 1,159 | $32K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|