Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 33 added or opened and 2 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 2026-Q1 and 2026-Q2, across 82 tracked filers holding FFSM, 61 increased or opened the position and 27 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 2026-Q1 and 2026-Q2 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
- Acumen Wealth Advisors, LLC$15M
- PRECEDENT WEALTH PARTNERS, LLC$8M
- GOLDMAN SACHS GROUP INC$7M
- CMG Global Holdings, LLC$1M
- TWO SIGMA INVESTMENTS, LP$1M
- PFG Advisors$1M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$2M
- M Holdings Securities, Inc.$2M
Largest adds
- FMR LLC$201M
- COMMONWEALTH EQUITY SERVICES, LLC$10M
- Buska Wealth Management, LLC$3M
- Cetera Investment Advisers$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- KOM Wealth Management Group, LLC$3M
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 | 26,681,830 | $1.0B | 78.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,263,315 | $48M | 3.7% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 759,366 | $29M | 2.2% | 2026-Q2 |
| KOM Wealth Management Group, LLC added | 418,435 | $16M | 1.2% | 2026-Q2 |
| Acumen Wealth Advisors, LLC new | 397,385 | $15M | 1.2% | 2026-Q2 |
| Keenan, LLC added | 308,217 | $12M | 0.9% | 2026-Q2 |
| MAI Capital Management added | 307,244 | $12M | 0.9% | 2026-Q2 |
| Evernest Financial Advisors, LLC trimmed | 246,925 | $9M | 0.7% | 2026-Q2 |
| Gaddis Premier Wealth Advisors LLC added | 241,185 | $9M | 0.7% | 2026-Q2 |
| NOVEM GROUP added | 227,274 | $9M | 0.7% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 219,125 | $8M | 0.6% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC new | 217,165 | $8M | 0.6% | 2026-Q2 |
| SK Wealth Management, LLC added | 194,656 | $7M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 181,554 | $7M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 180,959 | $7M | 0.5% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 182,979 | $6M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 135,211 | $5M | 0.4% | 2026-Q2 |
| Buska Wealth Management, LLC added | 127,234 | $5M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 131,507 | $5M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 125,944 | $5M | 0.4% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 115,144 | $4M | 0.3% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC added | 112,926 | $4M | 0.3% | 2026-Q2 |
| Retirement Planning Group, LLC added | 110,096 | $4M | 0.3% | 2026-Q2 |
| MFA Wealth Services trimmed | 74,539 | $3M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 72,489 | $3M | 0.2% | 2026-Q2 |
| DAHRING | CUSMANO LLC added | 67,672 | $3M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 59,144 | $2M | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 54,079 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 41,306 | $2M | 0.1% | 2026-Q2 |
| CMG Global Holdings, LLC new | 33,396 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 30,600 | $1M | 0.1% | 2026-Q2 |
| PFG Advisors new | 27,732 | $1M | 0.1% | 2026-Q2 |
| Pines Wealth Management, LLC added | 27,662 | $1M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 26,119 | $998K | 0.1% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 23,760 | $908K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 23,579 | $901K | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 20,378 | $779K | 0.1% | 2026-Q2 |
| Creative Planning added | 19,014 | $727K | 0.1% | 2026-Q2 |
| BAM Wealth Management, LLC added | 18,002 | $688K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 17,928 | $673K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,892 | $646K | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 15,548 | $594K | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 13,273 | $507K | 0.0% | 2026-Q2 |
| Wealth Quarterback LLC trimmed | 12,385 | $473K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,600 | $443K | 0.0% | 2026-Q2 |
| Bay Capital Advisors, LLC added | 10,681 | $408K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 10,495 | $401K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 10,394 | $397K | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC added | 9,799 | $374K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 8,190 | $313K | 0.0% | 2026-Q2 |
| Cutler Capital Management, LLC trimmed | 7,860 | $300K | 0.0% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC added | 7,625 | $291K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 6,832 | $261K | 0.0% | 2026-Q2 |
| XTX Topco Ltd new | 6,531 | $250K | 0.0% | 2026-Q2 |
| Elevation Wealth Management LLC new | 5,435 | $208K | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 5,280 | $202K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,907 | $149K | 0.0% | 2026-Q2 |
| Provident Wealth Management, LLC added | 3,529 | $135K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,997 | $114K | 0.0% | 2026-Q2 |
| Bulwark Capital Corp | 2,535 | $97K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 2,449 | $94K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. added | 1,972 | $75K | 0.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 740 | $28K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 551 | $21K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 569 | $21K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 474 | $18K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 453 | $17K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 364 | $14K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 356 | $14K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 321 | $12K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 181 | $7K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 154 | $6K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 131 | $5K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 72 | $3K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 72 | $3K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 49 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 37 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 35 | $1K | 0.0% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC new | 27 | $1K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 20 | $765 | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc | 18 | $688 | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. new | 6 | $229 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 65,411 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| M Holdings Securities, Inc. added | 49,830 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HICKS CAPITAL MANAGEMENT LLC | 10,348 | $331K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 545 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Dentgroup LLC added | 78,511 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 20,708 | $636K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 18,974 | $582K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 7,976 | $245K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,086 | $217K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Elyxium Wealth, LLC new | 1,019 | $31K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Financial Engines Advisors L.L.C. new | 27,879 | $814K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Beacon Financial Advisory LLC new | 7,000 | $204K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC | 2,780 | $81K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 57,683 | $2M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Christopher J. Hasenberg, Inc new | 28,608 | $778K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC new | 17,513 | $476K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AQR CAPITAL MANAGEMENT LLC new | 7,907 | $215K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Geneos Wealth Management Inc. new | 3,722 | $101K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.