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Ownership

Who owns Flux Power Holdings, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Cleveland Capital Management, L.L.C., Cleveland Capital, L.P., Rocky River Specific Opportunities Fund LLC July 24, 2026

Cleveland Capital Management, L.L.C.: 6.8% · 1,450,736 shares — Cleveland Capital, L.P.: 6.0% · 1,272,522 shares — Rocky River Specific Opportunities Fund LLC: 0.8% · 178,214 shares

Exited (13G) CVI Investments, Inc., Heights Capital Management, Inc. February 17, 2026

CVI Investments, Inc.: 0.0% · 0 shares — Heights Capital Management, Inc.: 0.0% · 0 shares

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Super investors holding FLUX

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Flux Power Holdings, Inc. they hold. Together these 43 managers report 29.00% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Formidable Asset Management, LLC $3.04M 2,947,682 0.48% 13.63% June 30, 2026
VANGUARD GROUP INC $886K 697,985 0.00% 3.23% December 31, 2025

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Funds holding FLUX

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 8 funds hold 5.93% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
Formidable ETF $514K 2.56% 2.22% March 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND $404K 0.00% 2.16% June 30, 2026

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