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-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
9 tracked funds added or opened FMAY while 15 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
FMAY’s largest tracked holder by dollar value, FOCUS Wealth Advisors, LLC, sizes it at 12.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 129 tracked filers holding FMAY, 34 increased or opened the position and 69 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 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 3
- Keystone Wealth Services, LLC$9M
- OLD MISSION CAPITAL LLC$1M
- SCOTIA CAPITAL INC.$694K
Full exits 1
- Main Street Financial Solutions, LLC$3M
Largest adds
- Rockefeller Capital Management L.P.$2M
- ASSETMARK, INC$1M
- Concurrent Investment Advisors, LLC$827K
- ENVESTNET ASSET MANAGEMENT INC$660K
- HARBOUR INVESTMENTS, INC.$552K
- MML INVESTORS SERVICES, LLC$396K
Largest trims
- RAYMOND JAMES FINANCIAL INC$2M
- NewEdge Advisors, LLC$2M
- STEPHENS INC /AR/$2M
- SOA Wealth Advisors, LLC.$1M
- OSAIC HOLDINGS, INC.$1M
- FOCUS Wealth Advisors, LLC$1M
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 |
|---|---|---|---|---|
| FOCUS Wealth Advisors, LLC trimmed | 480,320 | $25M | 10.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 267,661 | $14M | 6.1% | 2026-Q1 |
| ASSETMARK, INC added | 266,045 | $14M | 6.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 240,360 | $13M | 5.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 210,643 | $11M | 4.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 169,645 | $9M | 3.9% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 166,508 | $9M | 3.8% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 166,350 | $9M | 3.8% | 2026-Q1 |
| CWM, LLC trimmed | 149,771 | $8M | 3.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 142,776 | $8M | 3.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 117,813 | $6M | 2.7% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC trimmed | 104,089 | $5M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 94,322 | $5M | 2.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 89,124 | $5M | 2.0% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 71,328 | $4M | 1.6% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 68,190 | $4M | 1.5% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 52,810 | $3M | 1.2% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC trimmed | 51,311 | $3M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 50,462 | $3M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 44,260 | $2M | 1.0% | 2026-Q1 |
| Sloy Dahl & Holst, LLC | 41,845 | $2M | 1.0% | 2026-Q1 |
| Integrated Advisors Network LLC added | 41,644 | $2M | 0.9% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 39,958 | $2M | 0.9% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 35,503 | $2M | 0.8% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 32,919 | $2M | 0.7% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 29,678 | $2M | 0.7% | 2026-Q1 |
| 1776 Wealth LLC trimmed | 28,753 | $2M | 0.7% | 2026-Q1 |
| Clear Point Advisors Inc. trimmed | 27,528 | $1M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 27,341 | $1M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 26,165 | $1M | 0.6% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 25,267 | $1M | 0.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. | 24,471 | $1M | 0.6% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 23,921 | $1M | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 23,703 | $1M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 23,021 | $1M | 0.5% | 2026-Q1 |
| Accel Wealth Management trimmed | 22,615 | $1M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 20,674 | $1M | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 17,206 | $908K | 0.4% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 16,589 | $875K | 0.4% | 2026-Q1 |
| Stonebridge Financial Group, LLC | 15,649 | $826K | 0.4% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 15,584 | $823K | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 15,409 | $814K | 0.3% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 14,540 | $768K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 14,378 | $759K | 0.3% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 14,094 | $744K | 0.3% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 13,891 | $733K | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 13,620 | $723K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 13,566 | $716K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. | 13,449 | $710K | 0.3% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 13,150 | $694K | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 13,149 | $694K | 0.3% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 12,981 | $685K | 0.3% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 12,779 | $675K | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC | 12,759 | $674K | 0.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 12,341 | $658K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 12,037 | $636K | 0.3% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID | 11,620 | $614K | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 11,431 | $604K | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 11,214 | $592K | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 11,158 | $589K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 10,834 | $572K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 10,741 | $567K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 10,348 | $546K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 10,065 | $531K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 9,947 | $525K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 9,596 | $510K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 9,564 | $505K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 9,500 | $502K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 9,210 | $486K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 9,173 | $484K | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 9,112 | $481K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 8,778 | $463K | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 8,661 | $457K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 8,099 | $430K | 0.2% | 2026-Q1 |
| Advisor Resource Council | 7,950 | $420K | 0.2% | 2026-Q1 |
| TFB Advisors LLC trimmed | 7,896 | $417K | 0.2% | 2026-Q1 |
| Wood Tarver Financial Group, LLC trimmed | 7,872 | $415K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 7,642 | $404K | 0.2% | 2026-Q1 |
| VVR Holdings LLC | 7,631 | $403K | 0.2% | 2026-Q1 |
| LEGACY SOLUTIONS, LLC | 7,544 | $398K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,240 | $382K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 7,237 | $382K | 0.2% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 7,058 | $373K | 0.2% | 2026-Q1 |
| Brookstone Capital Management trimmed | 7,048 | $372K | 0.2% | 2026-Q1 |
| WEALTHGARDEN F.S. LLC trimmed | 6,991 | $369K | 0.2% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc new | 6,936 | $366K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 6,663 | $352K | 0.2% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 137,164 | $7M | 3.0% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC | 63,108 | $3M | 1.5% | 2025-Q4 stale |
| Atria Investments, Inc added | 41,395 | $2M | 0.9% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 22,935 | $1M | 0.5% | 2025-Q2 stale |
| Strategic Blueprint, LLC added | 18,341 | $958K | 0.4% | 2025-Q3 stale |
| HighTower Advisors, LLC added | 17,983 | $900K | 0.4% | 2025-Q2 stale |
| McCarthy & Cox | 15,584 | $814K | 0.4% | 2025-Q3 stale |
| VestGen Investment Management added | 11,698 | $585K | 0.3% | 2025-Q2 stale |
| Gallagher Fiduciary Advisors, LLC new | 11,527 | $577K | 0.2% | 2025-Q2 stale |
| WORLD EQUITY GROUP, INC. added | 11,064 | $554K | 0.2% | 2025-Q2 stale |
| Moors & Cabot, Inc. trimmed | 10,625 | $491K | 0.2% | 2025-Q1 stale |
| FLAGSTAR ADVISORS INC | 8,512 | $393K | 0.2% | 2025-Q1 stale |
| GTS SECURITIES LLC trimmed | 7,304 | $382K | 0.2% | 2025-Q3 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.