Filing Research | FLEX LTD Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	Mediolanum International Funds Ltd	Shares	230.2KSH	$36.7M
2	Gilman Hill Asset Management, LLC	Shares	376.0KSH	$10.6M
3	NAPLES GLOBAL ADVISORS, LLC	Shares	82.6KSH	$2.3M
4	Significant Wealth Partners LLC	Shares	66.4KSH	$1.9M
5	Spire Wealth Management	Shares	59.1KSH	$1.7M
6	Wealthcare Advisory Partners LLC	Shares	16.7KSH	$469.6K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.9KSH	$418.3K
8	DECISION INVESTMENTS, INC	Shares	11.6KSH	$326.2K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.7KSH	$242.8K
10	Cypress Wealth Services, LLC	Shares	7.8KSH	$218.8K
11	1620 INVESTMENT ADVISORS, INC.	Shares	7.5KSH	$210.8K
12	SBI Securities Co., Ltd.	Shares	6.8KSH	$190.4K
13	Farther Finance Advisors, LLC	Shares	5.5KSH	$153.7K
14	GAMMA Investing LLC	Shares	3.5KSH	$97.3K
15	SIGNATUREFD, LLC	Shares	3.0KSH	$83.7K
16	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$51.2K
17	Financial Life Planners	Shares	1.5KSH	$41.7K
18	FIRST COMMUNITY TRUST NA	Shares	1.2KSH	$34.5K
19	Main Street Group, LTD	Shares	1.0KSH	$28.1K
20	IFP Advisors, Inc	Shares	928SH	$26.0K
21	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	736SH	$20.7K
22	Versant Capital Management, Inc	Shares	733SH	$20.6K
23	ARMSTRONG ADVISORY GROUP, INC	Shares	550SH	$15.4K
24	HHM Wealth Advisors, LLC	Shares	500SH	$14.0K
25	SJS Investment Consulting Inc.	Shares	388SH	$10.9K
26	Hickory Point Bank & Trust	Shares	300SH	$8.4K
27	CoreCap Advisors, LLC	Shares	115SH	$3.2K
28	VISION FINANCIAL MARKETS LLC	Shares	93SH	$2.6K
29	Vision Retirement, LLC	Shares	86SH	$2.4K
30	True Wealth Design, LLC	Shares	86SH	$2.4K
31	Tradewinds Capital Management, LLC	Shares	77SH	$2.2K
32	MassMutual Private Wealth & Trust, FSB	Shares	45SH	$1.3K
33	Cedar Mountain Advisors, LLC	Shares	21SH	$589
34	FINANCIAL CONSULATE, INC	Shares	18SH	$506
35	Pillar Financial Advisors, LLC	Shares	2SH	$65
36	JNBA Financial Advisors	Shares	1SH	$29

Manager changes2026-06-30 vs 2026-03-31

39 / 39 loaded

#		Instrument
1	Mediolanum International Funds Ltd added	Shares	+220.7K	+$36.2M	$36.7M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.2K	+$151.1K	$418.3K
3	IFP Advisors, Inc added	Shares	+754	+$20.9K	$26.0K
4	HAGER INVESTMENT MANAGEMENT SERVICES, LLC new	Shares	+736	+$20.7K	$20.7K
5	SJS Investment Consulting Inc. new	Shares	+388	+$10.9K	$10.9K
6	Tradewinds Capital Management, LLC new	Shares	+77	+$2.2K	$2.2K
7	True Wealth Design, LLC added	Shares	+68	+$1.9K	$2.4K
8	GAMMA Investing LLC added	Shares	+248	+$1.6K	$97.3K
9	Pillar Financial Advisors, LLC new	Shares	+2	+$65	$65
10	JNBA Financial Advisors unchanged	Shares	0	-$1	$29
11	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$29	$506
12	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$35	$589
13	VISION FINANCIAL MARKETS LLC added	Shares	+2	-$36	$2.6K
14	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$74	$1.3K
15	Vision Retirement, LLC added	Shares	+2	-$82	$2.4K
16	CoreCap Advisors, LLC unchanged	Shares	0	-$190	$3.2K
17	Hickory Point Bank & Trust unchanged	Shares	0	-$495	$8.4K
18	HHM Wealth Advisors, LLC unchanged	Shares	0	-$825	$14.0K
19	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$908	$15.4K
20	Versant Capital Management, Inc unchanged	Shares	0	-$1.2K	$20.6K
21	Financial Life Planners added	Shares	+35	-$1.4K	$41.7K
22	EverSource Wealth Advisors, LLC added	Shares	+51	-$1.5K	$51.2K
23	Main Street Group, LTD unchanged	Shares	0	-$1.6K	$28.1K
24	FIRST COMMUNITY TRUST NA unchanged	Shares	0	-$2.0K	$34.5K
25	AdvisorNet Financial, Inc exited	Shares	-103	-$3.0K	$0
26	Bank & Trust Co exited	Shares	-200	-$5.9K	$0
27	Farther Finance Advisors, LLC trimmed	Shares	-85	-$9.3K	$153.7K
28	Cypress Wealth Services, LLC unchanged	Shares	0	-$12.9K	$218.8K
29	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-40	-$13.6K	$210.8K
30	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$14.3K	$242.8K
31	Wealthcare Advisory Partners LLC added	Shares	+351	-$17.2K	$469.6K
32	DECISION INVESTMENTS, INC trimmed	Shares	-37	-$20.3K	$326.2K
33	SBI Securities Co., Ltd. trimmed	Shares	-1.3K	-$48.9K	$190.4K
34	Spire Wealth Management added	Shares	+510	-$82.4K	$1.7M
35	SIGNATUREFD, LLC trimmed	Shares	-3.1K	-$95.8K	$83.7K
36	NAPLES GLOBAL ADVISORS, LLC added	Shares	+1.2K	-$101.6K	$2.3M
37	Significant Wealth Partners LLC added	Shares	+212	-$103.3K	$1.9M
38	BRAVE ASSET MANAGEMENT INC exited	Shares	-6.8K	-$200.5K	$0
39	Gilman Hill Asset Management, LLC added	Shares	+3.9K	-$503.5K	$10.6M