Who owns FLHY
Which tracked institutional funds hold FLHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLHY company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
29 tracked funds added or opened FLHY while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FLHY’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FLHY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 85 tracked filers holding FLHY, 59 increased or opened the position and 32 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FLHY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- State of New Jersey Common Pension Fund D$24M
- Provenance Wealth Advisors, LLC$20M
- BENJAMIN EDWARDS INC$19M
- McAlister, Sweet & Associates, Inc.$9M
- GTS SECURITIES LLC$4M
- JANE STREET GROUP, LLC$2M
Full exits 5
- Redhawk Wealth Advisors, Inc.$5M
- Ocean Park Asset Management, LLC$2M
- Kovack Advisors, Inc.$2M
- Diversify Advisory Services, LLC$1M
- NewEdge Wealth, LLC$508K
Largest adds
- LPL Financial LLC$28M
- Prentice Wealth Management LLC$10M
- AMERIPRISE FINANCIAL INC$10M
- HANTZ FINANCIAL SERVICES, INC.$9M
- Cetera Investment Advisers$8M
- MORGAN STANLEY$4M
Largest trims
- FRANKLIN RESOURCES INC$8M
- PFG Advisors$2M
- ROYAL BANK OF CANADA$2M
- MML INVESTORS SERVICES, LLC$462K
- Global View Capital Management LLC$421K
- Smartleaf Asset Management LLC$353K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC trimmed | 10,570,453 | $255M | 38.0% | 2026-Q1 |
| LPL Financial LLC added | 2,492,551 | $60M | 9.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 2,290,932 | $55M | 8.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,622,572 | $39M | 5.8% | 2026-Q1 |
| Prentice Wealth Management LLC added | 1,010,897 | $24M | 3.6% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 1,000,000 | $24M | 3.6% | 2026-Q1 |
| ASSETMARK, INC trimmed | 831,333 | $20M | 3.0% | 2026-Q1 |
| Provenance Wealth Advisors, LLC new | 823,220 | $20M | 3.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 773,420 | $19M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 767,882 | $19M | 2.8% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 627,721 | $15M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 393,586 | $10M | 1.4% | 2026-Q1 |
| McAlister, Sweet & Associates, Inc. new | 373,685 | $9M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 166,703 | $4M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 160,699 | $4M | 0.6% | 2026-Q1 |
| rebel Financial LLC added | 156,190 | $4M | 0.6% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 147,432 | $4M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 144,027 | $3M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 141,800 | $3M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 111,173 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 108,191 | $3M | 0.4% | 2026-Q1 |
| Sovran Advisors, LLC added | 101,885 | $2M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 102,164 | $2M | 0.4% | 2026-Q1 |
| CWM, LLC added | 97,012 | $2M | 0.3% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 91,075 | $2M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 86,856 | $2M | 0.3% | 2026-Q1 |
| PFG Advisors trimmed | 85,871 | $2M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 72,557 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 70,791 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 69,606 | $2M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 60,667 | $1M | 0.2% | 2026-Q1 |
| Tenzing Financial LLC added | 57,242 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 52,496 | $1M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 51,257 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 49,293 | $1M | 0.2% | 2026-Q1 |
| Sequent Planning LLC added | 49,067 | $1M | 0.2% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC new | 44,345 | $1M | 0.2% | 2026-Q1 |
| Capital Investment Advisory Services, LLC trimmed | 42,019 | $1M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 40,519 | $978K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 36,675 | $882K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 32,978 | $789K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 29,990 | $723K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 25,836 | $624K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 24,736 | $597K | 0.1% | 2026-Q1 |
| Global View Capital Management LLC trimmed | 23,509 | $568K | 0.1% | 2026-Q1 |
| CENTRAL TRUST Co added | 21,394 | $516K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 20,788 | $502K | 0.1% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 16,272 | $393K | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 15,805 | $381K | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 14,108 | $341K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,125 | $293K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC new | 11,905 | $287K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 11,064 | $267K | 0.0% | 2026-Q1 |
| Ducere Wealth Management LLC new | 11,000 | $266K | 0.0% | 2026-Q1 |
| Brooklyn Investment Group trimmed | 10,286 | $248K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,790 | $236K | 0.0% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 9,650 | $233K | 0.0% | 2026-Q1 |
| McAdam, LLC trimmed | 9,304 | $225K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC new | 8,987 | $217K | 0.0% | 2026-Q1 |
| Spire Wealth Management added | 8,461 | $204K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 8,025 | $194K | 0.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 6,162 | $149K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 3,566 | $86K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 3,112 | $75K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 2,418 | $58K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC new | 1,857 | $45K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 973 | $23K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 856 | $21K | 0.0% | 2026-Q1 |
| VISION FINANCIAL MARKETS LLC added | 459 | $11K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 428 | $10K | 0.0% | 2026-Q1 |
| Kensington Asset Management, LLC added | 508,911 | $12M | 1.8% | 2025-Q1 stale |
| Redhawk Wealth Advisors, Inc. new | 194,884 | $5M | 0.7% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 113,985 | $3M | 0.4% | 2025-Q2 stale |
| Ocean Park Asset Management, LLC | 96,400 | $2M | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 73,584 | $2M | 0.3% | 2025-Q3 stale |
| Kovack Advisors, Inc. added | 63,193 | $2M | 0.2% | 2025-Q4 stale |
| BYRNE FINANCIAL FREEDOM, LLC added | 57,833 | $1M | 0.2% | 2025-Q3 stale |
| Diversify Advisory Services, LLC new | 47,624 | $1M | 0.2% | 2025-Q4 stale |
| Freedom Investment Management, Inc. new | 32,173 | $783K | 0.1% | 2025-Q2 stale |
| Envestnet Portfolio Solutions, Inc. new | 25,577 | $623K | 0.1% | 2025-Q2 stale |
| NewEdge Wealth, LLC added | 20,788 | $508K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 16,558 | $406K | 0.1% | 2025-Q3 stale |
| Capasso Planning Partners LLC trimmed | 16,030 | $393K | 0.1% | 2025-Q3 stale |
| Fulcrum Equity Management new | 15,385 | $375K | 0.1% | 2025-Q2 stale |
| TFB Advisors LLC added | 15,148 | $370K | 0.1% | 2025-Q4 stale |
| Onyx Bridge Wealth Group LLC new | 14,850 | $363K | 0.1% | 2025-Q4 stale |
| Cannon Wealth Management Services, LLC trimmed | 13,514 | $331K | 0.0% | 2025-Q3 stale |
| Atria Investments, Inc added | 13,415 | $329K | 0.0% | 2025-Q3 stale |
| Arkadios Wealth Advisors trimmed | 13,294 | $326K | 0.0% | 2025-Q3 stale |
| Strategic Blueprint, LLC trimmed | 11,757 | $288K | 0.0% | 2025-Q3 stale |
| Regal Investment Advisors LLC trimmed | 11,921 | $284K | 0.0% | 2025-Q1 stale |
| OneAscent Financial Services LLC added | 11,505 | $274K | 0.0% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 10,999 | $268K | 0.0% | 2025-Q2 stale |
| Global Assets Advisory, LLC new | 9,718 | $238K | 0.0% | 2025-Q3 stale |
| Diversified Enterprises, LLC trimmed | 9,718 | $232K | 0.0% | 2025-Q1 stale |
| RFG Advisory, LLC new | 8,889 | $216K | 0.0% | 2025-Q2 stale |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 8,846 | $216K | 0.0% | 2025-Q4 stale |
| Ascent Group, LLC new | 8,263 | $203K | 0.0% | 2025-Q3 stale |
| US BANCORP \DE\ added | 5,844 | $143K | 0.0% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. | 650 | $16K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.