Institutional Holders (2026 Q2)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLSW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Marotta Asset Management | 1.85% | 257,586 | $11.1M |
| 2 | First International Bank of Israel Ltd. | 0.99% | 84,000 | $3.6M |
| 3 | Innealta Capital, LLC | 0.81% | 35,164 | $1.5M |
| 4 | Ssa Swiss Advisors AG | 0.54% | 28,760 | $1.2M |
| 5 | North Capital, Inc. | 0.30% | 9,064 | $393K |
| 6 | Sankala Group LLC | 0.22% | 7,557 | $330K |
| 7 | PGIM Custom Harvest LLC | 0.11% | 206,423 | $8.9M |
| 8 | EP Wealth Advisors, LLC | 0.01% | 53,352 | $2.3M |
| 9 | Menora Mivtachim Holdings LTD. | 0.00% | 15,200 | $659K |
| 10 | Corient Private Wealth LP | 0.00% | 39,722 | $1.7M |
| 11 | Quantinno Capital Management LP | 0.00% | 26,508 | $1.1M |
| 12 | Envestnet Asset Management Inc | 0.00% | 43,027 | $1.9M |
| 13 | Arax Advisory Partners | 0.00% | 1,000 | $43K |
| 14 | Creative Planning | 0.00% | 6,287 | $272K |
| 15 | Jane Street Group, LLC | 0.00% | 27,780 | $1.2M |
| 16 | LPL Financial LLC | 0.00% | 6,318 | $274K |
| 17 | Rockefeller Capital Management L.P. | 0.00% | 713 | $31K |
| 18 | PNC Financial Services Group, INC. | 0.00% | 600 | $26K |
| 19 | Fifth Third Bancorp | 0.00% | 115 | $5K |
| 20 | Royal Bank of Canada | 0.00% | 1,240 | $54K |
| 21 | National Bank of Canada /Fi/ | 0.00% | 150 | $6K |
| 22 | Morgan Stanley | 0.00% | 1,890 | $82K |
| 23 | Mercer Global Advisors Inc /Adv | 0.00% | 68 | $3K |
| 24 | UBS Group AG | 0.00% | 269 | $12K |
| 25 | Wells Fargo & Company/Mn | 0.00% | 52 | $2K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|