Who owns FFSM (FFSM)
Which tracked institutional funds hold FFSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FFSM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FFSM is one-sided between 2025-Q4 and 2026-Q1: 25 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FFSM’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FFSM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 74 tracked filers holding FFSM, 56 increased or opened the position and 17 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FFSM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- NOVEM GROUP$7M
- Advyzon Investment Management, LLC$3M
- Per Stirling Capital Management, LLC.$2M
- DAHRING | CUSMANO LLC$2M
- Buska Wealth Management, LLC$1M
- BAM Wealth Management, LLC$570K
Full exits 3
- Dentgroup LLC$2M
- BANK OF AMERICA CORP /DE/$636K
- JANE STREET GROUP, LLC$582K
Largest adds
- FMR LLC$96M
- RFG Advisory, LLC$5M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Retirement Planning Group, LLC$2M
Largest trims
- Evernest Financial Advisors, LLC$4M
- MENORA MIVTACHIM HOLDINGS LTD.$320K
- OSAIC HOLDINGS, INC.$272K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC added | 25,623,551 | $819M | 80.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,212,494 | $39M | 3.8% | 2026-Q1 |
| RFG Advisory, LLC added | 843,183 | $27M | 2.6% | 2026-Q1 |
| KOM Wealth Management Group, LLC added | 415,240 | $13M | 1.3% | 2026-Q1 |
| Evernest Financial Advisors, LLC trimmed | 272,082 | $10M | 0.9% | 2026-Q1 |
| MAI Capital Management added | 300,014 | $10M | 0.9% | 2026-Q1 |
| Keenan, LLC added | 290,052 | $9M | 0.9% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 219,125 | $7M | 0.7% | 2026-Q1 |
| Gaddis Premier Wealth Advisors LLC added | 214,864 | $7M | 0.7% | 2026-Q1 |
| NOVEM GROUP new | 205,593 | $7M | 0.6% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 192,881 | $6M | 0.6% | 2026-Q1 |
| SK Wealth Management, LLC added | 174,090 | $6M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 126,838 | $4M | 0.4% | 2026-Q1 |
| Clarity Retirement & Wealth, LLC added | 110,020 | $4M | 0.3% | 2026-Q1 |
| Retirement Planning Group, LLC added | 103,645 | $3M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 103,755 | $3M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 98,149 | $3M | 0.3% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 90,566 | $3M | 0.3% | 2026-Q1 |
| MFA Wealth Services added | 74,752 | $2M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 65,411 | $2M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 61,638 | $2M | 0.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. new | 57,805 | $2M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 57,625 | $2M | 0.2% | 2026-Q1 |
| M Holdings Securities, Inc. added | 49,830 | $2M | 0.2% | 2026-Q1 |
| DAHRING | CUSMANO LLC new | 55,908 | $2M | 0.2% | 2026-Q1 |
| Buska Wealth Management, LLC new | 45,301 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 37,826 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 30,581 | $977K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 23,662 | $756K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 20,819 | $665K | 0.1% | 2026-Q1 |
| Pines Wealth Management, LLC | 19,682 | $629K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 17,928 | $574K | 0.1% | 2026-Q1 |
| BAM Wealth Management, LLC new | 17,831 | $570K | 0.1% | 2026-Q1 |
| Creative Planning added | 15,350 | $490K | 0.0% | 2026-Q1 |
| CreativeOne Wealth, LLC new | 14,932 | $477K | 0.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 13,823 | $442K | 0.0% | 2026-Q1 |
| Wealth Quarterback LLC trimmed | 13,244 | $423K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 11,059 | $353K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,693 | $342K | 0.0% | 2026-Q1 |
| HICKS CAPITAL MANAGEMENT LLC | 10,348 | $331K | 0.0% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO new | 9,867 | $315K | 0.0% | 2026-Q1 |
| Mutual Advisors, LLC added | 9,789 | $313K | 0.0% | 2026-Q1 |
| Bay Capital Advisors, LLC added | 9,761 | $312K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 9,637 | $312K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 9,706 | $310K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 8,247 | $264K | 0.0% | 2026-Q1 |
| Cutler Capital Management, LLC added | 8,125 | $260K | 0.0% | 2026-Q1 |
| Eaton Financial Holdings Company, LLC added | 7,617 | $243K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 6,832 | $218K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,792 | $217K | 0.0% | 2026-Q1 |
| Provident Wealth Management, LLC added | 3,440 | $110K | 0.0% | 2026-Q1 |
| Bulwark Capital Corp | 2,535 | $81K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 2,513 | $80K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 2,297 | $73K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 1,736 | $55K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,570 | $50K | 0.0% | 2026-Q1 |
| Spire Wealth Management added | 743 | $24K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 545 | $17K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. | 498 | $16K | 0.0% | 2026-Q1 |
| CWM, LLC added | 401 | $13K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 250 | $8K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 223 | $7K | 0.0% | 2026-Q1 |
| Harbor Asset Planning, Inc. new | 212 | $7K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 186 | $6K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 160 | $5K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 70 | $5K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 126 | $4K | 0.0% | 2026-Q1 |
| Godfrey Financial Associates, Inc. new | 72 | $2K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 53 | $2K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 51 | $2K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 50 | $2K | 0.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 18 | $575 | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 11 | $351 | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 1 | $29 | 0.0% | 2026-Q1 |
| San Luis Wealth Advisors LLC | 185,846 | $5M | 0.5% | 2025-Q1 stale |
| Dentgroup LLC added | 78,511 | $2M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 57,683 | $2M | 0.2% | 2025-Q2 stale |
| Financial Engines Advisors L.L.C. new | 27,879 | $814K | 0.1% | 2025-Q3 stale |
| Christopher J. Hasenberg, Inc new | 28,608 | $778K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 20,708 | $636K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 18,974 | $582K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 22,656 | $571K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC new | 17,513 | $476K | 0.0% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC new | 12,978 | $328K | 0.0% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 9,964 | $306K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 7,976 | $245K | 0.0% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,086 | $217K | 0.0% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC new | 7,907 | $215K | 0.0% | 2025-Q2 stale |
| Beacon Financial Advisory LLC new | 7,000 | $204K | 0.0% | 2025-Q3 stale |
| Geneos Wealth Management Inc. new | 3,722 | $101K | 0.0% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC | 2,780 | $81K | 0.0% | 2025-Q3 stale |
| Elyxium Wealth, LLC new | 1,019 | $31K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 111 | $3K | 0.0% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 88 | $2K | 0.0% | 2025-Q2 stale |
| McClarren Financial Advisors, Inc. trimmed | 50 | $2K | 0.0% | 2025-Q1 stale |
| Allworth Financial LP new | 47 | $1K | 0.0% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC new | 13 | $295 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.