FLHY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.8% ·
share flow -0.5% ·
net new positions -5.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Franklin Resources Inc | 10.77M | n/a | $263.03M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.33M | n/a | $32.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.19M | n/a | $29.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Assetmark, Inc | 832.85K | n/a | $20.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Cetera Investment Advisers | 428.41K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 386.65K | n/a | $9.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 93.02K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 91.67K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Mml Investors Services, Llc | 87.76K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 87.71K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 73.58K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 69.95K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cwm, Llc | 68.86K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 55.46K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 24.85K | n/a | $606,747 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 13.85K | +939.9% | $338,190 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 12.10K | n/a | $295,300 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 11.06K | -48.2% | $270,062 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Us Bancorp \De\ | 5.84K | n/a | $142,684 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 149 | n/a | $3,638 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $1.81M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 26.30M shares, $576.34M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.