Who owns FLMI (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 89 added or opened and 19 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 2025-Q4 and 2026-Q1, across 206 tracked filers holding FLMI, 161 increased or opened the position and 53 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 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 13
- Axiom Financial Strategies, LLC$33M
- Composition Wealth, LLC$26M
- Independent Advisor Alliance$8M
- MFA WEALTH ADVISORS, LLC$4M
- Lido Advisors, LLC$1M
- Uniting Wealth Partners, LLC$1M
Full exits 12
- NewEdge Advisors, LLC$6M
- Elequin Capital, LP$5M
- Thrivent Financial for Lutherans$4M
- Bowman & Co S.C.$1M
- Global Retirement Partners, LLC$1M
- Diversify Advisory Services, LLC$1M
Largest adds
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$71M
- AMERIPRISE FINANCIAL INC$37M
- BANK OF AMERICA CORP /DE/$33M
- LPL Financial LLC$26M
- WELLS FARGO & COMPANY/MN$15M
- Meeder Advisory Services, Inc.$12M
Largest trims
- Focus Partners Wealth$4M
- OSAIC HOLDINGS, INC.$2M
- IHT Wealth Management, LLC$652K
- COMMONWEALTH EQUITY SERVICES, LLC$505K
- PNC FINANCIAL SERVICES GROUP, INC.$500K
- One Degree Advisors Inc$443K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 5,871,256 | $146M | 11.5% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 5,231,166 | $130M | 10.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,980,785 | $99M | 7.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,703,252 | $67M | 5.3% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 2,365,948 | $59M | 4.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,159,371 | $54M | 4.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,633,549 | $40M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,630,400 | $40M | 3.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,446,903 | $36M | 2.8% | 2026-Q1 |
| Axiom Financial Strategies, LLC new | 1,336,255 | $33M | 2.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 28,066 | $31M | 2.5% | 2026-Q1 |
| Composition Wealth, LLC new | 1,032,109 | $26M | 2.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 783,830 | $19M | 1.5% | 2026-Q1 |
| CENTRAL BANK & TRUST CO added | 773,294 | $19M | 1.5% | 2026-Q1 |
| TruWealth Advisors, LLC added | 746,251 | $18M | 1.5% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 683,218 | $17M | 1.3% | 2026-Q1 |
| Legacy CG, LLC added | 633,482 | $16M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 577,729 | $14M | 1.1% | 2026-Q1 |
| RFG Advisory, LLC added | 569,131 | $14M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 562,144 | $14M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 558,881 | $14M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 542,993 | $13M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 526,150 | $13M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 506,203 | $13M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 469,030 | $12M | 0.9% | 2026-Q1 |
| Midwest Financial Partners Investments, Inc. added | 468,525 | $12M | 0.9% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 466,151 | $12M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 408,435 | $10M | 0.8% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 385,554 | $10M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 354,658 | $9M | 0.7% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 351,200 | $9M | 0.7% | 2026-Q1 |
| Asio Capital, LLC added | 347,320 | $9M | 0.7% | 2026-Q1 |
| CWM, LLC added | 334,014 | $8M | 0.7% | 2026-Q1 |
| Independent Advisor Alliance added | 328,521 | $8M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 299,826 | $7M | 0.6% | 2026-Q1 |
| Penney Financial, LLC added | 293,015 | $7M | 0.6% | 2026-Q1 |
| Prentice Wealth Management LLC added | 289,218 | $7M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 249,446 | $6M | 0.5% | 2026-Q1 |
| VestGen Advisors, LLC added | 246,646 | $6M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 245,168 | $6M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 237,797 | $6M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 236,253 | $6M | 0.5% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 224,474 | $6M | 0.4% | 2026-Q1 |
| BlueStem Wealth Partners, LLC trimmed | 215,524 | $5M | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 212,464 | $5M | 0.4% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 210,999 | $5M | 0.4% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC added | 208,676 | $5M | 0.4% | 2026-Q1 |
| Beacon Bridge Wealth Partners, LLC added | 203,337 | $5M | 0.4% | 2026-Q1 |
| Legacy Financial Advisors, Inc. added | 189,574 | $5M | 0.4% | 2026-Q1 |
| Retirement Planning Group, LLC added | 176,217 | $4M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 168,581 | $4M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 162,375 | $4M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 160,384 | $4M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 157,828 | $4M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 156,369 | $4M | 0.3% | 2026-Q1 |
| ROBINSON SMITH WEALTH ADVISORS LLC added | 155,847 | $4M | 0.3% | 2026-Q1 |
| Certified Advisory Corp added | 152,645 | $4M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 150,145 | $4M | 0.3% | 2026-Q1 |
| MFA WEALTH ADVISORS, LLC new | 141,553 | $4M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 135,023 | $3M | 0.3% | 2026-Q1 |
| CROBAN added | 124,263 | $3M | 0.2% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC added | 123,329 | $3M | 0.2% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 119,446 | $3M | 0.2% | 2026-Q1 |
| Sequent Planning LLC added | 117,826 | $3M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 117,078 | $3M | 0.2% | 2026-Q1 |
| Madrid Wealth Management, LLC added | 104,702 | $3M | 0.2% | 2026-Q1 |
| One Degree Advisors Inc trimmed | 103,186 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 101,107 | $3M | 0.2% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 100,206 | $2M | 0.2% | 2026-Q1 |
| Leeward Financial Partners, LLC added | 92,752 | $2M | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 91,988 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 91,213 | $2M | 0.2% | 2026-Q1 |
| Embree Financial Group added | 90,913 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 89,838 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 88,050 | $2M | 0.2% | 2026-Q1 |
| Fire Capital Management LLC added | 87,665 | $2M | 0.2% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 86,682 | $2M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 85,555 | $2M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 79,474 | $2M | 0.2% | 2026-Q1 |
| ABOUND FINANCIAL, LLC trimmed | 78,013 | $2M | 0.2% | 2026-Q1 |
| ARWA LLC added | 77,098 | $2M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 75,037 | $2M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 73,100 | $2M | 0.1% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC trimmed | 71,050 | $2M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 65,852 | $2M | 0.1% | 2026-Q1 |
| Buck Wealth Strategies, LLC added | 64,489 | $2M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 59,198 | $1M | 0.1% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 57,965 | $1M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 56,244 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 55,535 | $1M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC new | 54,252 | $1M | 0.1% | 2026-Q1 |
| SFG Wealth Management, LLC. trimmed | 53,612 | $1M | 0.1% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 53,598 | $1M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 226,378 | $6M | 0.4% | 2025-Q4 stale |
| Elequin Capital, LP added | 186,702 | $5M | 0.4% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 170,387 | $4M | 0.3% | 2025-Q4 stale |
| Glenview Trust co | 106,938 | $3M | 0.2% | 2025-Q1 stale |
| von Borstel & Associates, Inc. new | 63,875 | $2M | 0.1% | 2025-Q3 stale |
| Bowman & Co S.C. added | 56,819 | $1M | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 55,692 | $1M | 0.1% | 2025-Q4 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.