Among active 13F managers last quarter, 3 opened and 1 added, while 4 reduced; the largest holder to move was Marotta Asset Management (−2.1%).
27 tracked 13F filers disclose a position in FLMX as of the latest SEC 13F filings, a combined $43.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HSBC Holdings PLC | 557K | $20.4M | ▲+1.7% Added · +9K sh | Q1 2026 | |
| 2 | PCG Wealth Advisors, LLC | 102K | $3.7M | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 3 | Jane Street Group, LLC | 99K | $3.6M | ▲New +99K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 93K | $3.4M | ▲+313% Added · +71K sh | Q1 2026 | |
| 5 | Citigroup Inc | 90K | $3.3M | —Held | Q1 2026 | |
| 6 | Marotta Asset Management | 48K | $1.8M | ▼−2.1% Reduced · −1K sh | Q2 2026 | |
| 7 | Goldman Sachs Group Inc | 42K | $1.5M | —Held | Q1 2026 | |
| 8 | Citadel Advisors LLC | 33K | $1.2M | ▲+20% Added · +6K sh | Q2 2026 | |
| 9 | Bank Of America Corp | 21K | $763K | ▼−70% Reduced · −50K sh | Q1 2026 | |
| 10 | Susquehanna International Group, LLP | 18K | $676K | ▼−25% Reduced · −6K sh | Q1 2026 | |
| 11 | Old Mission Capital LLC | 16K | $598K | ▲New +16K sh | Q1 2026 | |
| 12 | Es4, LLC | 14K | $511K | —Held | Q2 2026 | |
| 13 | Kaizen Financial Strategies | 9K | $329K | ▼−2.2% Reduced · −200 sh | Q2 2026 | |
| 14 | HBW Advisory Services LLC | 8K | $300K | ▼−47% Reduced · −7K sh | Q2 2026 | |
| 15 | Comprehensive Money Management Services LLC | 8K | $281K | ▼−6.1% Reduced · −500 sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 8K | $280K | ▼−14% Reduced · −1K sh | Q1 2026 | |
| 17 | Texas Yale Capital Corp. | 7K | $239K | —Held | Q1 2026 | |
| 18 | Sanctuary Advisors, LLC | 6K | $211K | —Held | Q2 2026 | |
| 19 | UBS Group AG | 3K | $125K | ▲New +3K sh | Q1 2026 | |
| 20 | Fourth Dimension Wealth, LLC | 2K | $90K | —Held | Q2 2026 | |
| 21 | Bank Of Montreal | 632 | $23K | ▲+99% Added · +314 sh | Q1 2026 | |
| 22 | FMR LLC | 353 | $13K | ▲14× Added · +328 sh | Q1 2026 | |
| 23 | Atwood & Palmer Inc | 255 | $9K | —Held | Q2 2026 | |
| 24 | Farther Finance Advisors, LLC | 106 | $4K | ▲New +106 sh | Q1 2026 | |
| 25 | CWM, LLC | 38 | $1K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in FLMX and 1 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $759.0M |
| Apple IncAAPL | 9 funds | $28.5B |
| Microsoft CorpMSFT | 9 funds | $24.8B |
| Amazon.com IncAMZN | 9 funds | $17.2B |
| Alphabet Inc-CL CGOOG | 9 funds | $9.6B |
| JPMorgan Chase & CoJPM | 9 funds | $6.3B |
| Vanguard Ftse Developed ETFVEA | 9 funds | $321.2M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $305.4M |
| Vanguard Total Stock MKT ETFVTI | 9 funds | $201.7M |
| Nvidia CorpNVDA | 8 funds | $38.3B |
| Alphabet Inc-CL AGOOGL | 8 funds | $13.9B |
| Broadcom IncAVGO | 8 funds | $13.2B |
Ranked by how many of FLMX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FLMX.
| Class | 13F holders | Value held |
|---|---|---|
| FLMImc | 212 funds | $1.3B |
| FLJPmc | 185 funds | $1.8B |
| DIVImc | 176 funds | $1.4B |
| FLQMmc | 156 funds | $1.2B |
| FLINmc | 134 funds | $959.7M |
| INCMmc | 115 funds | $735.2M |
| FLBLmc | 110 funds | $508.7M |
| FLGBmc | 93 funds | $565.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FLMX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FLMX/capital-change-brief"
Use Arkolith's capital_change_brief for FLMX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for FLMX. Filings are public domain, sourced to SEC EDGAR.