Who Owns FHLC
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in FHLC.
Who crossed 5% of FHLC →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Investors Research CorpMSCI HLTH CARE I203.2K shtrimmed | $16.6M |
| ROCKLAND TRUST COMSCI HLTH CARE I28.3K shtrimmed | $2.3M |
| Atlas Brown,Inc.ETF19.4K shtrimmed | $1.6M |
| AMERICAN NATIONAL BANK & TRUSTMSCI HLTH CARE I17.8K shadded | $1.5M |
| Elm3 Financial Group, LLCMSCI HLTH CARE I13.5K shadded | $1.1M |
| Crumly & Associates Inc.MSCI HLTH CARE I12.8K shadded | $1M |
| Farther Finance Advisors, LLCETF10.7K shtrimmed | $876.5K |
| Independence Financial Advisors, LLCMSCI HLTH CARE I9.9K shtrimmed | $812.8K |
| Partnership Wealth Management, LLCETF5.1K shtrimmed | $416.2K |
| Buska Wealth Management, LLCMSCI HLTH CARE I3.6K shtrimmed | $292.8K |
| Rosenberg Matthew HamiltonETF2.2K shheld | $180.4K |
| CoreCap Advisors, LLCETF1.3K shheld | $107.1K |
| FIRST COMMUNITY TRUST NAMSCI HLTH CARE I637 shheld | $52K |
| TOMPKINS FINANCIAL CORPMSCI HLTH CARE I330 shheld | $27K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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