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Institutional Ownership · SEC Form 13F

Who owns FMAY


Which tracked institutional funds hold FMAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FMAY company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

150
Institutional holders
6M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on FMAY is one-sided between 2026-Q1 and 2026-Q2: 52 added or opened and 11 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

FMAY’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 FMAY more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FMAY 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 150 tracked filers holding FMAY, 93 increased or opened the position and 46 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 FMAY 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 17

  • Atria Investments, Inc$10M
  • Strategic Blueprint, LLC$6M
  • BAM Wealth Management, LLC$6M
  • SACKS & ASSOCIATES, LLC$5M
  • Semus Wealth Partners LLC$5M
  • Capital CS Group, LLC$3M

Full exits 8

  • CWM, LLC$8M
  • Cambridge Investment Research Advisors, Inc.$2M
  • Clear Point Advisors Inc.$1M
  • Janney Montgomery Scott LLC$1M
  • THOROUGHBRED FINANCIAL SERVICES, LLC$875K
  • SCOTIA CAPITAL INC.$694K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$25M
  • Cetera Investment Advisers$11M
  • MGO ONE SEVEN LLC$10M
  • LPL Financial LLC$6M
  • REAP Financial Group, LLC$4M
  • OSAIC HOLDINGS, INC.$4M

Largest trims

  • Kestra Advisory Services, LLC$857K
  • OLD MISSION CAPITAL LLC$820K
  • WESPAC Advisors SoCal, LLC$377K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added574,396$32M9.6%2026-Q2
FOCUS Wealth Advisors, LLC added488,824$27M8.2%2026-Q2
Cetera Investment Advisers added430,367$24M7.2%2026-Q2
ASSETMARK, INC added291,563$16M4.9%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added268,804$15M4.5%2026-Q2
Rockefeller Capital Management L.P. added247,878$14M4.1%2026-Q2
REAP Financial Group, LLC added234,245$13M3.9%2026-Q2
LPL Financial LLC added196,889$11M3.3%2026-Q2
MGO ONE SEVEN LLC added191,866$11M3.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added181,538$10M3.0%2026-Q2
Atria Investments, Inc added178,044$10M3.0%2026-Q2
Keystone Wealth Services, LLC trimmed166,081$9M2.8%2026-Q2
OSAIC HOLDINGS, INC. added160,806$9M2.7%2026-Q2
Tanglewood Legacy Advisors, LLC trimmed103,547$6M1.7%2026-Q2
Strategic Blueprint, LLC added102,859$6M1.7%2026-Q2
BAM Wealth Management, LLC new100,088$6M1.7%2026-Q2
Kestra Advisory Services, LLC trimmed95,431$5M1.6%2026-Q2
SACKS & ASSOCIATES, LLC new93,283$5M1.6%2026-Q2
Semus Wealth Partners LLC new82,839$5M1.4%2026-Q2
CreativeOne Wealth, LLC added76,631$4M1.3%2026-Q2
MML INVESTORS SERVICES, LLC added76,402$4M1.3%2026-Q2
Ignite Planners, LLC added74,586$4M1.2%2026-Q2
FSB PREMIER WEALTH MANAGEMENT, INC. added71,694$4M1.2%2026-Q2
Main Street Financial Solutions, LLC trimmed62,406$4M1.0%2026-Q2
Signal Advisors Wealth, LLC added58,790$3M1.0%2026-Q2
Capital CS Group, LLC new54,362$3M0.9%2026-Q2
STEPHENS INC /AR/ added53,607$3M0.9%2026-Q2
Integrated Advisors Network LLC added46,585$3M0.8%2026-Q2
FWG Investments, LLC. added44,316$2M0.7%2026-Q2
WESPAC Advisors SoCal, LLC trimmed41,490$2M0.7%2026-Q2
Sloy Dahl & Holst, LLC trimmed41,485$2M0.7%2026-Q2
FOUNDERS FINANCIAL SECURITIES LLC added37,116$2M0.6%2026-Q2
NewEdge Advisors, LLC added36,562$2M0.6%2026-Q2
HARBOUR INVESTMENTS, INC. added33,441$2M0.6%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC new32,669$2M0.5%2026-Q2
1776 Wealth LLC added32,012$2M0.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added28,719$2M0.5%2026-Q2
Grantvest Financial Group LLC added28,112$2M0.5%2026-Q2
Integrity Financial Corp /WA trimmed27,696$2M0.5%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed27,098$2M0.5%2026-Q2
PRINCIPAL SECURITIES, INC. added24,486$1M0.4%2026-Q2
McKinley Carter Wealth Services, Inc.23,921$1M0.4%2026-Q2
Concurrent Investment Advisors, LLC added23,810$1M0.4%2026-Q2
Accel Wealth Management trimmed22,130$1M0.4%2026-Q2
COZAD ASSET MANAGEMENT INC new19,784$1M0.3%2026-Q2
TRUIST FINANCIAL CORP added19,308$1M0.3%2026-Q2
Brookstone Capital Management added19,305$1M0.3%2026-Q2
Gallagher Fiduciary Advisors, LLC added18,732$1M0.3%2026-Q2
Bleakley Financial Group, LLC new17,895$1M0.3%2026-Q2
Clear Creek Financial Management, LLC added17,734$997K0.3%2026-Q2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added17,694$994K0.3%2026-Q2
SILVER OAK SECURITIES, INCORPORATED added17,240$969K0.3%2026-Q2
Focus Financial Network, Inc. trimmed17,205$967K0.3%2026-Q2
RFG Advisory, LLC added16,288$915K0.3%2026-Q2
DHJJ Financial Advisors, Ltd. added15,888$893K0.3%2026-Q2
Stonebridge Financial Group, LLC15,649$879K0.3%2026-Q2
KINTRA WEALTH, LLC15,584$899K0.3%2026-Q2
TopTier Wealth Management, LLC added15,525$873K0.3%2026-Q2
Oakmont Advisory Group, LLC new15,434$867K0.3%2026-Q2
PNC Financial Services Group, Inc. added15,358$863K0.3%2026-Q2
Mutual Advisors, LLC added15,245$857K0.3%2026-Q2
HBW ADVISORY SERVICES LLC added14,852$835K0.2%2026-Q2
Sanctuary Advisors, LLC added14,827$833K0.2%2026-Q2
FIDUCIARY FINANCIAL ADVISORS added14,451$812K0.2%2026-Q2
TRANSCEND CAPITAL ADVISORS, LLC trimmed14,440$812K0.2%2026-Q2
NEW WAVE WEALTH ADVISORS LLC added14,029$788K0.2%2026-Q2
CoreCap Advisors, LLC added13,948$784K0.2%2026-Q2
Harvest Investment Services, LLC added13,708$770K0.2%2026-Q2
Modern Wealth Management, LLC13,620$765K0.2%2026-Q2
Geneos Wealth Management Inc.13,449$756K0.2%2026-Q2
Savvy Advisors, Inc. new13,339$750K0.2%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC added13,155$739K0.2%2026-Q2
Integrated Wealth Concepts LLC trimmed13,059$734K0.2%2026-Q2
Ameritas Advisory Services, LLC added12,318$692K0.2%2026-Q2
TFB Advisors LLC added12,193$685K0.2%2026-Q2
SOA Wealth Advisors, LLC. trimmed11,965$672K0.2%2026-Q2
WEALTHGARDEN F.S. LLC added11,806$663K0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added11,773$666K0.2%2026-Q2
Fragasso Financial Advisors Inc trimmed11,562$650K0.2%2026-Q2
Legacy Wealth Managment, LLC/ID trimmed11,463$644K0.2%2026-Q2
Farther Finance Advisors, LLC added11,462$644K0.2%2026-Q2
Merit Financial Group, LLC11,431$642K0.2%2026-Q2
WORLD EQUITY GROUP, INC. trimmed11,017$619K0.2%2026-Q2
Steward Partners Investment Advisory, LLC added10,764$605K0.2%2026-Q2
FIRST TRUST ADVISORS LP new10,157$571K0.2%2026-Q2
Keating Financial Advisory Services, Inc. added10,141$570K0.2%2026-Q2
INTEGRITY ALLIANCE, LLC. trimmed10,018$563K0.2%2026-Q2
CITADEL ADVISORS LLC added9,792$550K0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC9,500$534K0.2%2026-Q2
Prospera Financial Services Inc9,173$516K0.2%2026-Q2
Arkadios Wealth Advisors trimmed8,465$476K0.1%2026-Q2
Mariner, LLC trimmed7,567$425K0.1%2026-Q2
LEGACY SOLUTIONS, LLC7,544$424K0.1%2026-Q2
Advisor Resource Council trimmed7,399$417K0.1%2026-Q2
Beacon Financial Advisory LLC7,058$397K0.1%2026-Q2
Texas Capital Bank Wealth Management Services Inc6,936$390K0.1%2026-Q2
ROYAL BANK OF CANADA added6,781$381K0.1%2026-Q2
Creative Planning6,522$367K0.1%2026-Q2
Maridea Wealth Management LLC6,435$362K0.1%2026-Q2
Apollon Wealth Management, LLC new6,364$358K0.1%2026-Q2

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