Who owns FLMI
Which tracked institutional funds hold FLMI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FLMI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 FLMI is one-sided between 2026-Q1 and 2026-Q2: 91 added or opened and 20 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
FLMI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FLMI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FLMI 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 221 tracked filers holding FLMI, 167 increased or opened the position and 55 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 FLMI 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 21
- Waverly Advisors, LLC$21M
- NewEdge Advisors, LLC$9M
- Stratos Investment Management, LLC$5M
- Elequin Capital, LP$4M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$4M
- Tower Research Capital LLC (TRC)$2M
Full exits 11
- TruWealth Advisors, LLC$18M
- CWM, LLC$8M
- Independent Advisor Alliance$8M
- Cambridge Investment Research Advisors, Inc.$6M
- Mariner, LLC$6M
- HighTower Advisors, LLC$4M
Largest adds
- LPL Financial LLC$26M
- BANK OF AMERICA CORP /DE/$16M
- AMERIPRISE FINANCIAL INC$15M
- MORGAN STANLEY$14M
- JANE STREET GROUP, LLC$13M
- OSAIC HOLDINGS, INC.$10M
Largest trims
- JPMORGAN CHASE & CO$4M
- Penney Financial, LLC$4M
- Axiom Financial Strategies, LLC$3M
- Patriot Financial Group Insurance Agency, LLC$2M
- Wealthcare Advisory Partners LLC$486K
- Corient Private Wealth LP$423K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 6,833,994 | $172M | 12.1% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 5,218,892 | $131M | 9.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 4,511,937 | $114M | 8.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,297,486 | $83M | 5.8% | 2026-Q2 |
| Meeder Advisory Services, Inc. added | 2,366,974 | $60M | 4.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,318,768 | $58M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,166,734 | $55M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,909,455 | $48M | 3.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,615,619 | $41M | 2.9% | 2026-Q2 |
| Focus Partners Wealth added | 1,262,532 | $32M | 2.2% | 2026-Q2 |
| Composition Wealth, LLC added | 1,223,504 | $31M | 2.2% | 2026-Q2 |
| Axiom Financial Strategies, LLC trimmed | 1,183,760 | $30M | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,019,918 | $26M | 1.8% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 967,787 | $24M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 937,454 | $24M | 1.7% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 835,986 | $21M | 1.4% | 2026-Q2 |
| Waverly Advisors, LLC new | 835,217 | $21M | 1.5% | 2026-Q2 |
| CENTRAL BANK & TRUST CO added | 793,147 | $20M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 669,892 | $17M | 1.2% | 2026-Q2 |
| Legacy CG, LLC added | 646,293 | $16M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 618,326 | $16M | 1.1% | 2026-Q2 |
| RFG Advisory, LLC added | 613,288 | $15M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 584,966 | $15M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 543,310 | $14M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 535,337 | $13M | 0.9% | 2026-Q2 |
| Midwest Financial Partners Investments, Inc. added | 534,969 | $13M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 503,404 | $13M | 0.9% | 2026-Q2 |
| AE Wealth Management LLC added | 470,914 | $12M | 0.8% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 444,075 | $11M | 0.8% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC added | 426,562 | $11M | 0.8% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 402,254 | $10M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 369,979 | $9M | 0.7% | 2026-Q2 |
| Asio Capital, LLC added | 363,936 | $9M | 0.6% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 351,200 | $9M | 0.6% | 2026-Q2 |
| Prentice Wealth Management LLC added | 330,459 | $8M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 326,915 | $8M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 318,150 | $8M | 0.6% | 2026-Q2 |
| Beacon Bridge Wealth Partners, LLC added | 314,712 | $8M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 306,697 | $8M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 264,522 | $7M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 260,803 | $7M | 0.5% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 247,527 | $6M | 0.4% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 237,746 | $6M | 0.4% | 2026-Q2 |
| BlueStem Wealth Partners, LLC added | 228,168 | $6M | 0.4% | 2026-Q2 |
| HANCOCK WHITNEY CORP added | 227,632 | $6M | 0.4% | 2026-Q2 |
| Retirement Planning Group, LLC added | 225,521 | $6M | 0.4% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 222,089 | $6M | 0.4% | 2026-Q2 |
| Certified Advisory Corp added | 216,406 | $5M | 0.4% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC added | 215,204 | $5M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 209,380 | $5M | 0.4% | 2026-Q2 |
| Stratos Investment Management, LLC new | 185,052 | $5M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 180,942 | $5M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 174,220 | $4M | 0.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 167,167 | $4M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 163,497 | $4M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 161,880 | $4M | 0.3% | 2026-Q2 |
| Elequin Capital, LP trimmed | 149,287 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 148,097 | $4M | 0.3% | 2026-Q2 |
| ROBINSON SMITH WEALTH ADVISORS LLC trimmed | 140,980 | $4M | 0.2% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 140,149 | $4M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 135,023 | $3M | 0.2% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 127,313 | $3M | 0.2% | 2026-Q2 |
| Sequent Planning LLC added | 126,316 | $3M | 0.2% | 2026-Q2 |
| CROBAN added | 124,855 | $3M | 0.2% | 2026-Q2 |
| Penney Financial, LLC trimmed | 124,597 | $3M | 0.2% | 2026-Q2 |
| Madrid Wealth Management, LLC added | 123,702 | $3M | 0.2% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 117,916 | $3M | 0.2% | 2026-Q2 |
| Buck Wealth Strategies, LLC added | 117,130 | $3M | 0.2% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 117,046 | $3M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 116,476 | $3M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 116,414 | $3M | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 105,308 | $3M | 0.2% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC added | 101,728 | $3M | 0.2% | 2026-Q2 |
| Embree Financial Group added | 96,512 | $2M | 0.2% | 2026-Q2 |
| ARWA LLC added | 96,455 | $2M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 96,209 | $2M | 0.2% | 2026-Q2 |
| Fire Capital Management LLC added | 95,360 | $2M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 92,311 | $2M | 0.2% | 2026-Q2 |
| Leeward Financial Partners, LLC trimmed | 92,304 | $2M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 86,762 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 83,020 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 79,108 | $2M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 77,825 | $2M | 0.1% | 2026-Q2 |
| ABOUND FINANCIAL, LLC trimmed | 76,377 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 73,957 | $2M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 71,759 | $2M | 0.1% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC added | 69,290 | $2M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 68,930 | $2M | 0.1% | 2026-Q2 |
| CGN Advisors LLC added | 67,166 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 65,582 | $2M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 65,289 | $2M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 62,570 | $2M | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 61,915 | $2M | 0.1% | 2026-Q2 |
| Evergreen Wealth Partners LLC added | 60,396 | $2M | 0.1% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 60,340 | $2M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 58,241 | $1M | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. added | 53,674 | $1M | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 53,069 | $1M | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 52,533 | $1M | 0.1% | 2026-Q2 |
| Uniting Wealth Partners, LLC trimmed | 52,057 | $1M | 0.1% | 2026-Q2 |
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.