Who owns FMAR
Which tracked institutional funds hold FMAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FMAR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 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
30 tracked funds added or opened FMAR while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
FMAR’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 gap the other way — the median holder sizes FMAR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FMAR 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 131 tracked filers holding FMAR, 67 increased or opened the position and 48 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 FMAR 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 10
- Atria Investments, Inc$8M
- Keystone Wealth Services, LLC$5M
- BAM Wealth Management, LLC$4M
- VestGen Advisors, LLC$1M
- VestGen Investment Management$930K
- Gallagher Fiduciary Advisors, LLC$781K
Full exits 6
- Main Street Financial Solutions, LLC$2M
- Schulz Wealth, LTD.$2M
- Janney Montgomery Scott LLC$980K
- CITADEL ADVISORS LLC$851K
- PARK AVENUE SECURITIES LLC$728K
- IMC-Chicago, LLC$562K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$18M
- Cetera Investment Advisers$9M
- Rockefeller Capital Management L.P.$5M
- LPL Financial LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- CreativeOne Wealth, LLC$3M
Largest trims
- Outlook Wealth Advisors, LLC$9M
- STEPHENS INC /AR/$7M
- CWM, LLC$2M
- StoneX Group Inc.$1M
- NewEdge Advisors, LLC$880K
- OLD MISSION CAPITAL LLC$786K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 613,429 | $30M | 12.6% | 2026-Q1 |
| Cetera Investment Advisers added | 382,322 | $19M | 7.8% | 2026-Q1 |
| ASSETMARK, INC added | 289,680 | $14M | 5.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 221,221 | $11M | 4.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 208,370 | $10M | 4.3% | 2026-Q1 |
| LPL Financial LLC added | 207,367 | $10M | 4.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 206,118 | $10M | 4.2% | 2026-Q1 |
| Atria Investments, Inc added | 155,667 | $8M | 3.2% | 2026-Q1 |
| REAP Financial Group, LLC added | 143,113 | $7M | 2.9% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 107,002 | $5M | 2.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 106,937 | $5M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 95,461 | $5M | 2.0% | 2026-Q1 |
| BAM Wealth Management, LLC new | 92,573 | $4M | 1.9% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 92,507 | $4M | 1.9% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 92,167 | $4M | 1.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 90,697 | $4M | 1.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 80,661 | $4M | 1.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 78,252 | $4M | 1.6% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 71,658 | $3M | 1.5% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 63,366 | $3M | 1.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 54,654 | $3M | 1.1% | 2026-Q1 |
| CWM, LLC trimmed | 52,292 | $3M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 51,737 | $3M | 1.1% | 2026-Q1 |
| Faithward Advisors, LLC trimmed | 46,317 | $2M | 0.9% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 45,676 | $2M | 0.9% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 39,415 | $2M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 37,635 | $2M | 0.8% | 2026-Q1 |
| Fragasso Financial Advisors Inc added | 35,293 | $2M | 0.7% | 2026-Q1 |
| RiverTree Advisors, LLC added | 33,784 | $2M | 0.7% | 2026-Q1 |
| Sloy Dahl & Holst, LLC | 33,000 | $2M | 0.7% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 30,591 | $2M | 0.6% | 2026-Q1 |
| 1776 Wealth LLC added | 29,573 | $1M | 0.6% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. added | 29,527 | $1M | 0.6% | 2026-Q1 |
| FWG Investments, LLC. added | 26,921 | $1M | 0.6% | 2026-Q1 |
| Brookstone Capital Management added | 25,573 | $1M | 0.5% | 2026-Q1 |
| Paragon Private Wealth Management, LLC trimmed | 21,832 | $1M | 0.4% | 2026-Q1 |
| VestGen Advisors, LLC new | 20,440 | $1M | 0.4% | 2026-Q1 |
| Ignite Planners, LLC added | 19,538 | $947K | 0.4% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 19,336 | $938K | 0.4% | 2026-Q1 |
| VestGen Investment Management added | 19,171 | $930K | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 19,046 | $924K | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 18,551 | $900K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 17,916 | $869K | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 17,524 | $850K | 0.4% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 17,045 | $827K | 0.3% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC new | 16,112 | $781K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 16,104 | $781K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 15,555 | $754K | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 15,547 | $754K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 15,444 | $749K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 15,203 | $737K | 0.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 15,122 | $733K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14,665 | $711K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,806 | $669K | 0.3% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 13,248 | $642K | 0.3% | 2026-Q1 |
| StoneX Group Inc. trimmed | 12,704 | $616K | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 12,300 | $596K | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC new | 12,149 | $589K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 11,932 | $579K | 0.2% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 11,789 | $572K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 11,310 | $548K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 10,915 | $529K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 10,696 | $519K | 0.2% | 2026-Q1 |
| Castleview Partners, LLC | 10,609 | $514K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 10,221 | $496K | 0.2% | 2026-Q1 |
| Goldenstone Wealth Management LLC trimmed | 9,870 | $479K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 9,675 | $469K | 0.2% | 2026-Q1 |
| Accel Wealth Management new | 9,240 | $448K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 8,825 | $427K | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC | 8,686 | $421K | 0.2% | 2026-Q1 |
| TFB Advisors LLC trimmed | 8,611 | $418K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 8,428 | $411K | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 8,110 | $393K | 0.2% | 2026-Q1 |
| LEGACY SOLUTIONS, LLC added | 7,631 | $370K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 7,543 | $366K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 7,538 | $366K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 7,398 | $359K | 0.2% | 2026-Q1 |
| NOVEM GROUP | 7,198 | $349K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 7,188 | $349K | 0.1% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 7,182 | $348K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 7,135 | $346K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC | 7,103 | $344K | 0.1% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 7,074 | $343K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC new | 6,943 | $337K | 0.1% | 2026-Q1 |
| Main Street Financial Solutions, LLC trimmed | 45,961 | $2M | 0.9% | 2025-Q4 stale |
| MBL Wealth, LLC trimmed | 41,595 | $2M | 0.8% | 2025-Q3 stale |
| Schulz Wealth, LTD. | 38,105 | $2M | 0.8% | 2025-Q4 stale |
| 1ST SOURCE BANK trimmed | 33,219 | $1M | 0.6% | 2025-Q2 stale |
| Janney Montgomery Scott LLC trimmed | 20,655 | $980K | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 17,933 | $851K | 0.4% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 18,319 | $850K | 0.4% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. | 18,770 | $842K | 0.4% | 2025-Q2 stale |
| PARK AVENUE SECURITIES LLC added | 15,344 | $728K | 0.3% | 2025-Q4 stale |
| IMC-Chicago, LLC new | 11,841 | $562K | 0.2% | 2025-Q4 stale |
| Avantra Family Wealth, Inc. added | 12,440 | $558K | 0.2% | 2025-Q2 stale |
| INTEGRITY ALLIANCE, LLC. new | 10,403 | $494K | 0.2% | 2025-Q4 stale |
| Lion Street Advisors, LLC | 9,237 | $414K | 0.2% | 2025-Q2 stale |
| Kingsview Wealth Management, LLC added | 9,204 | $413K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 7,966 | $357K | 0.2% | 2025-Q2 stale |
| ERn Financial, LLC added | 7,717 | $346K | 0.1% | 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.