Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

74
Institutional holders
31,426,324
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
FMR LLC added25,623,551$819M80.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,212,494$39M3.8%2026-Q1
RFG Advisory, LLC added843,183$27M2.6%2026-Q1
KOM Wealth Management Group, LLC added415,240$13M1.3%2026-Q1
Evernest Financial Advisors, LLC trimmed272,082$10M0.9%2026-Q1
MAI Capital Management added300,014$10M0.9%2026-Q1
Keenan, LLC added290,052$9M0.9%2026-Q1
MENORA MIVTACHIM HOLDINGS LTD. trimmed219,125$7M0.7%2026-Q1
Gaddis Premier Wealth Advisors LLC added214,864$7M0.7%2026-Q1
NOVEM GROUP new205,593$7M0.6%2026-Q1
SAX WEALTH ADVISORS, LLC192,881$6M0.6%2026-Q1
SK Wealth Management, LLC added174,090$6M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added126,838$4M0.4%2026-Q1
Clarity Retirement & Wealth, LLC added110,020$4M0.3%2026-Q1
Retirement Planning Group, LLC added103,645$3M0.3%2026-Q1
JPMORGAN CHASE & CO added103,755$3M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added98,149$3M0.3%2026-Q1
Advyzon Investment Management, LLC new90,566$3M0.3%2026-Q1
MFA Wealth Services added74,752$2M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added65,411$2M0.2%2026-Q1
Cetera Investment Advisers added61,638$2M0.2%2026-Q1
Per Stirling Capital Management, LLC. new57,805$2M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added57,625$2M0.2%2026-Q1
M Holdings Securities, Inc. added49,830$2M0.2%2026-Q1
DAHRING | CUSMANO LLC new55,908$2M0.2%2026-Q1
Buska Wealth Management, LLC new45,301$1M0.1%2026-Q1
Sigma Planning Corp added37,826$1M0.1%2026-Q1
Kestra Advisory Services, LLC added30,581$977K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed23,662$756K0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. added20,819$665K0.1%2026-Q1
Pines Wealth Management, LLC19,682$629K0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added17,928$574K0.1%2026-Q1
BAM Wealth Management, LLC new17,831$570K0.1%2026-Q1
Creative Planning added15,350$490K0.0%2026-Q1
CreativeOne Wealth, LLC new14,932$477K0.0%2026-Q1
BENJAMIN EDWARDS INC added13,823$442K0.0%2026-Q1
Wealth Quarterback LLC trimmed13,244$423K0.0%2026-Q1
TRUIST FINANCIAL CORP trimmed11,059$353K0.0%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added10,693$342K0.0%2026-Q1
HICKS CAPITAL MANAGEMENT LLC10,348$331K0.0%2026-Q1
SUMMIT WEALTH GROUP LLC / CO new9,867$315K0.0%2026-Q1
Mutual Advisors, LLC added9,789$313K0.0%2026-Q1
Bay Capital Advisors, LLC added9,761$312K0.0%2026-Q1
Farther Finance Advisors, LLC added9,637$312K0.0%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed9,706$310K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed8,247$264K0.0%2026-Q1
Cutler Capital Management, LLC added8,125$260K0.0%2026-Q1
Eaton Financial Holdings Company, LLC added7,617$243K0.0%2026-Q1
FIFTH THIRD BANCORP new6,832$218K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed6,792$217K0.0%2026-Q1
Provident Wealth Management, LLC added3,440$110K0.0%2026-Q1
Bulwark Capital Corp2,535$81K0.0%2026-Q1
MORGAN STANLEY added2,513$80K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added2,297$73K0.0%2026-Q1
AdvisorNet Financial, Inc added1,736$55K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed1,570$50K0.0%2026-Q1
Spire Wealth Management added743$24K0.0%2026-Q1
Sunbelt Securities, Inc.545$17K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC.498$16K0.0%2026-Q1
CWM, LLC added401$13K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. new250$8K0.0%2026-Q1
UBS Group AG trimmed223$7K0.0%2026-Q1
Harbor Asset Planning, Inc. new212$7K0.0%2026-Q1
Clarity Asset Management, Inc. new186$6K0.0%2026-Q1
Advisory Services Network, LLC added160$5K0.0%2026-Q1
EverSource Wealth Advisors, LLC new70$5K0.0%2026-Q1
ASSETMARK, INC126$4K0.0%2026-Q1
Godfrey Financial Associates, Inc. new72$2K0.0%2026-Q1
Root Financial Partners, LLC new53$2K0.0%2026-Q1
IFP Advisors, Inc added51$2K0.0%2026-Q1
AE Wealth Management LLC50$2K0.0%2026-Q1
PlanVest Financial, Inc new18$5750.0%2026-Q1
VANGUARD ADVISERS INC new11$3510.0%2026-Q1
BlackRock, Inc. new1$290.0%2026-Q1
San Luis Wealth Advisors LLC185,846$5M0.5%2025-Q1 stale
Dentgroup LLC added78,511$2M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added57,683$2M0.2%2025-Q2 stale
Financial Engines Advisors L.L.C. new27,879$814K0.1%2025-Q3 stale
Christopher J. Hasenberg, Inc new28,608$778K0.1%2025-Q2 stale
BANK OF AMERICA CORP /DE/ added20,708$636K0.1%2025-Q4 stale
JANE STREET GROUP, LLC trimmed18,974$582K0.1%2025-Q4 stale
HRT FINANCIAL LP new22,656$571K0.1%2025-Q1 stale
CITADEL ADVISORS LLC new17,513$476K0.0%2025-Q2 stale
OLD MISSION CAPITAL LLC new12,978$328K0.0%2025-Q1 stale
GOLDMAN SACHS GROUP INC trimmed9,964$306K0.0%2025-Q4 stale
COMERICA BANK7,976$245K0.0%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed7,086$217K0.0%2025-Q4 stale
AQR CAPITAL MANAGEMENT LLC new7,907$215K0.0%2025-Q2 stale
Beacon Financial Advisory LLC new7,000$204K0.0%2025-Q3 stale
Geneos Wealth Management Inc. new3,722$101K0.0%2025-Q2 stale
Ameritas Advisory Services, LLC2,780$81K0.0%2025-Q3 stale
Elyxium Wealth, LLC new1,019$31K0.0%2025-Q4 stale
WELLS FARGO & COMPANY/MN new111$3K0.0%2025-Q1 stale
RAYMOND JAMES FINANCIAL INC new88$2K0.0%2025-Q2 stale
McClarren Financial Advisors, Inc. trimmed50$2K0.0%2025-Q1 stale
Allworth Financial LP new47$1K0.0%2025-Q1 stale
CIBC Private Wealth Group LLC new13$2950.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership