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-Q2 13F filings (latest filed 2026-08-27). 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
The tracked-fund tape on FLHY is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 10 trimmed or exited — on balance accumulating.
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 0.0pp 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 2026-Q1 and 2026-Q2, across 79 tracked filers holding FLHY, 59 increased or opened the position and 40 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 2026-Q1 and 2026-Q2 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
- Northwest Financial Advisors$45M
- CROBAN$9M
- Ocean Park Asset Management, LLC$7M
- Merit Financial Group, LLC$3M
- Diversify Advisory Services, LLC$1M
- CITIZENS FINANCIAL GROUP INC/RI$991K
Full exits 7
- HANTZ FINANCIAL SERVICES, INC.$55M
- rebel Financial LLC$4M
- GTS SECURITIES LLC$4M
- Janney Montgomery Scott LLC$2M
- CWM, LLC$2M
- JANE STREET GROUP, LLC$2M
Largest adds
- AMERIPRISE FINANCIAL INC$147M
- LPL Financial LLC$29M
- State of New Jersey Common Pension Fund D$10M
- PNC Financial Services Group, Inc.$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
- Founders Financial Alliance, LLC$5M
Largest trims
- FRANKLIN RESOURCES INC$10M
- MORGAN STANLEY$461K
- Farther Finance Advisors, LLC$294K
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 | 10,095,767 | $245M | 26.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,653,539 | $186M | 19.9% | 2026-Q2 |
| LPL Financial LLC added | 3,664,002 | $89M | 9.5% | 2026-Q2 |
| Northwest Financial Advisors new | 1,844,480 | $45M | 4.8% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 1,400,000 | $34M | 3.6% | 2026-Q2 |
| Prentice Wealth Management LLC added | 1,077,190 | $26M | 2.8% | 2026-Q2 |
| Cetera Investment Advisers added | 953,682 | $23M | 2.5% | 2026-Q2 |
| Provenance Wealth Advisors, LLC added | 839,742 | $20M | 2.2% | 2026-Q2 |
| ASSETMARK, INC added | 837,340 | $20M | 2.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 791,079 | $19M | 2.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 681,278 | $17M | 1.8% | 2026-Q2 |
| McAlister, Sweet & Associates, Inc. added | 425,028 | $10M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 422,519 | $10M | 1.1% | 2026-Q2 |
| CROBAN new | 373,837 | $9M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 362,056 | $9M | 0.9% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 298,000 | $7M | 0.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 296,672 | $7M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 274,299 | $7M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 264,369 | $6M | 0.7% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 227,041 | $6M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 150,602 | $4M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 147,707 | $4M | 0.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 146,702 | $4M | 0.4% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 122,323 | $3M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 113,961 | $3M | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 112,673 | $3M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 109,664 | $3M | 0.3% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 86,842 | $2M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 86,856 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors trimmed | 81,226 | $2M | 0.2% | 2026-Q2 |
| Tenzing Financial LLC added | 58,633 | $1M | 0.2% | 2026-Q2 |
| Sequent Planning LLC added | 57,110 | $1M | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co added | 55,545 | $1M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 53,491 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 51,352 | $1M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 47,489 | $1M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 47,489 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 46,712 | $1M | 0.1% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC added | 46,150 | $1M | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 41,264 | $1M | 0.1% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI new | 40,808 | $991K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 36,714 | $892K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 36,675 | $887K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 32,255 | $783K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 31,713 | $770K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 31,713 | $770K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 26,997 | $656K | 0.1% | 2026-Q2 |
| Fourth Dimension Wealth, LLC added | 26,603 | $646K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 25,129 | $610K | 0.1% | 2026-Q2 |
| Van Hulzen Asset Management, LLC new | 24,586 | $597K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 24,208 | $588K | 0.1% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 22,298 | $542K | 0.1% | 2026-Q2 |
| Aurdan Capital Management, LLC new | 17,679 | $429K | 0.0% | 2026-Q2 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co new | 36,122 | $319K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,266 | $298K | 0.0% | 2026-Q2 |
| Ducere Wealth Management LLC | 11,000 | $267K | 0.0% | 2026-Q2 |
| Capasso Planning Partners LLC trimmed | 10,937 | $266K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 9,843 | $239K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 8,436 | $205K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 8,212 | $199K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 3,862 | $94K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 2,783 | $68K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 2,756 | $67K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,323 | $56K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 1,715 | $42K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,147 | $28K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,023 | $25K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 961 | $23K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 879 | $21K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC new | 839 | $20K | 0.0% | 2026-Q2 |
| VISION FINANCIAL MARKETS LLC added | 467 | $11K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 428 | $10K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 401 | $10K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 242 | $6K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 212 | $5K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 119 | $3K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 6 | $146 | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 4 | $97 | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. new | 2 | $49 | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. added | 2,290,932 | $55M | 5.9% | 2026-Q1 stale (1 quarter behind) |
| rebel Financial LLC added | 156,190 | $4M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 147,432 | $4M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 102,164 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 97,012 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 70,791 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FIFTH THIRD BANCORP new | 20,788 | $502K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 15,805 | $381K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| World Investment Advisors trimmed | 14,108 | $341K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Redhawk Wealth Advisors, Inc. new | 194,884 | $5M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Kovack Advisors, Inc. added | 63,193 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Wealth, LLC added | 20,788 | $508K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| TFB Advisors LLC added | 15,148 | $370K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Onyx Bridge Wealth Group LLC new | 14,850 | $363K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 73,584 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| BYRNE FINANCIAL FREEDOM, LLC added | 57,833 | $1M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC added | 16,558 | $406K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 113,985 | $3M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Freedom Investment Management, Inc. new | 32,173 | $783K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. new | 25,577 | $623K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Fulcrum Equity Management new | 15,385 | $375K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.