Institutional Holders (2026 Q2)
42 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Koenig Investment Advisory, LLC | 14.51% | 229,790 | $18.7M |
| 2 | Midwestern Financial, LLC /IA | 7.31% | 128,393 | $10.4M |
| 3 | Networth Advisors, LLC | 5.11% | 108,238 | $8.8M |
| 4 | Sunpointe, LLC | 1.14% | 49,237 | $4.0M |
| 5 | Bedel Financial Consulting, Inc. | 0.73% | 95,018 | $7.7M |
| 6 | SkyOak Wealth, LLC | 0.55% | 41,744 | $3.4M |
| 7 | CPA Asset Management Group, LLC | 0.45% | 19,359 | $1.6M |
| 8 | Dominguez Wealth Management Solutions, Inc. | 0.37% | 8,282 | $673K |
| 9 | FSA Advisors, Inc. | 0.20% | 5,278 | $429K |
| 10 | Creative Financial Designs Inc /Adv | 0.20% | 50,788 | $4.1M |
| 11 | Allen Capital Group, LLC | 0.11% | 17,355 | $1.4M |
| 12 | Pine Valley Investments Ltd Liability Co | 0.10% | 31,966 | $2.6M |
| 13 | Lloyd Advisory Services, LLC. | 0.10% | 3,245 | $264K |
| 14 | Orrstown Financial Services Inc | 0.09% | 7,425 | $604K |
| 15 | Peak Planning Group, LLC | 0.08% | 4,493 | $365K |
| 16 | Legacy Wealth Partners, LLC | 0.07% | 3,989 | $324K |
| 17 | Investment Advisory Group, LLC | 0.05% | 2,900 | $236K |
| 18 | StrongBox Wealth, LLC | 0.05% | 2,094 | $170K |
| 19 | American Century Companies Inc | 0.05% | 1,252,678 | $101.8M |
| 20 | AE Wealth Management LLC | 0.03% | 77,282 | $6.3M |
| 21 | Creative Planning | 0.02% | 523,558 | $42.6M |
| 22 | Envestnet Asset Management Inc | 0.01% | 643,108 | $52.3M |
| 23 | Kingdom Financial Group LLC. | 0.01% | 496 | $40K |
| 24 | J.W. Cole Advisors, INC. | 0.01% | 6,950 | $565K |
| 25 | Mml Investors Services, LLC | 0.01% | 56,754 | $4.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|