Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FLUX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Formidable Asset Management, LLC | 2.9M | $3.5M | -8.9% | 16.346% | 0.54% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 653K | $699K | β | 3.730% | 0.00% |
| 3 | HighTower Advisors, LLC | 294K | $315K | 0.0% | 1.681% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 201K | $215K | +18.4% | 1.147% | 0.00% |
| 5 | BlackRock, Inc. | 190K | $203K | 0.0% | 1.085% | 0.00% |
| 6 | Park Edge Advisors, LLC | 100K | $107K | +0.9% | 0.571% | 0.02% |
| 7 | XTX Topco Ltd | 91K | $98K | +82.0% | 0.522% | 0.00% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 88K | $94K | β | 0.500% | 0.00% |
| 9 | Centiva Capital, LP | 66K | $71K | β | 0.378% | 0.00% |
| 10 | SIMPLEX TRADING, LLC | 51K | $54K | β | 0.289% | 0.00% |
| 11 | STATE STREET CORP | 50K | $53K | 0.0% | 0.283% | 0.00% |
| 12 | JGP Wealth Management, LLC | 39K | $42K | -33.0% | 0.223% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 36K | $38K | -16.2% | 0.205% | 0.00% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34K | $37K | -78.8% | 0.195% | 0.00% |
| 15 | NORTHERN TRUST CORP | 24K | $25K | 0.0% | 0.135% | 0.00% |
| 16 | UBS Group AG | 15K | $16K | +56.1% | 0.088% | 0.00% |
| 17 | LPL Financial LLC | 13K | $14K | +0.8% | 0.075% | 0.00% |
| 18 | GROUP ONE TRADING, L.P. | 12K | $13K | +17.5% | 0.069% | 0.00% |
| 19 | Clearstead Advisors, LLC | 11K | $12K | 0.0% | 0.063% | 0.00% |
| 20 | CITIGROUP INC | 8K | $8K | β | 0.044% | 0.00% |
| 21 | Vanguard Global Advisers, LLC | 3K | $3K | β | 0.018% | 0.00% |
| 22 | Tower Research Capital LLC (TRC) | 3K | $3K | +461.1% | 0.014% | 0.00% |
| 23 | IFP Advisors, Inc | 1K | $1K | 0.0% | 0.006% | 0.00% |
| 24 | MORGAN STANLEY | 730 | $781 | 0.0% | 0.004% | 0.00% |
| 25 | SBI Securities Co., Ltd. | 101 | $108 | +1.0% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FLUX β a direct measure of their conviction.
Filings activity in FLUX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 29 | 12% | 38.14% | 55.31 pp | $6M | 59% |
| Q4 2025 | 33 | +22% | 93.45% | +0.58 pp | $14M | +0.6% |
| Q3 2025 | 27 | 6.9% | 92.87% | +38.87 pp | $14M | +72% |
| Q2 2025 | 29 | +0.0% | 54.00% | 3.98 pp | $8M | 6.9% |
| Q1 2025 | 29 | 9.4% | 57.98% | +7.74 pp | $9M | +15% |
| Q4 2024 | 32 | +28% | 50.24% | 46.90 pp | $7M | 48% |
| Q3 2024 | 25 | 3.8% | 97.14% | 2.19 pp | $14M | 2.2% |
| Q2 2024 | 26 | β | 99.33% | β | $15M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FLUX stock.
Based on Q1 2026 13F filings, institutional ownership of Flux Power Holdings, Inc. stands at 38.1%, held across 29 reporting institutions.
Formidable Asset Management, LLC is the largest reported institutional holder of FLUX, with approximately 2,862,002 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of FLUX, including TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for FLUX is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in FLUX during Q1 2026, while 12 fully exited. 3 added to existing positions and 18 trimmed.
FLUX institutional ownership fell by 55.31 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 95.3% of all reported 13F value in FLUX, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Flux Power Holdings, Inc. (FLUX) Institutional Ownership