Who owns FMDE (FMDE)
Which tracked institutional funds hold FMDE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FMDE 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.
How the tape is positioned
The tracked-fund tape on FMDE is one-sided between 2025-Q4 and 2026-Q1: 84 added or opened and 23 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
FMDE’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes FMDE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FMDE 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 258 tracked filers holding FMDE, 183 increased or opened the position and 70 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 FMDE 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 17
- Tyche Wealth Partners LLC$19M
- WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$15M
- Serenity Investment Advisors$11M
- VALLEY NATIONAL ADVISERS INC$4M
- Cornerstone Wealth, LLC/TN$3M
- Andrews Advisory Associates, LLC$3M
Full exits 8
- Thrivent Financial for Lutherans$85M
- TWO SIGMA INVESTMENTS, LP$23M
- GOLDMAN SACHS GROUP INC$4M
- CITADEL ADVISORS LLC$3M
- IFG Advisory, LLC$1M
- RFG Advisory, LLC$1M
Largest adds
- WELLS FARGO & COMPANY/MN$628M
- AMERIPRISE FINANCIAL INC$94M
- Madison Wealth Partners, Inc$44M
- RAYMOND JAMES FINANCIAL INC$30M
- COMMONWEALTH EQUITY SERVICES, LLC$30M
- LPL Financial LLC$28M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$420M
- Armor Investment Advisors, LLC$9M
- MARSHALL INVESTMENT MANAGEMENT, LLC$9M
- TrueWealth Advisors, LLC$4M
- Qube Research & Technologies Ltd$2M
- First Heartland Consultants, Inc.$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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 20,930,912 | $753M | 20.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 12,190,309 | $438M | 11.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 11,035,544 | $397M | 10.6% | 2026-Q1 |
| FMR LLC added | 9,798,559 | $352M | 9.5% | 2026-Q1 |
| LPL Financial LLC added | 5,772,737 | $208M | 5.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,377,018 | $121M | 3.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,171,245 | $114M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers added | 2,043,214 | $73M | 2.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,980,313 | $71M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,901,836 | $68M | 1.8% | 2026-Q1 |
| Capital Analysts, LLC added | 1,839,476 | $66M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,811,446 | $65M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,315,744 | $47M | 1.3% | 2026-Q1 |
| Richard P Slaughter Associates Inc added | 1,299,753 | $47M | 1.3% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 1,226,135 | $44M | 1.2% | 2026-Q1 |
| GW HENSSLER & ASSOCIATES LTD added | 1,179,653 | $42M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,064,458 | $38M | 1.0% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 894,618 | $32M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 845,581 | $30M | 0.8% | 2026-Q1 |
| McNamara Financial Services, Inc. trimmed | 769,031 | $28M | 0.7% | 2026-Q1 |
| Lifelong Wealth Advisors, Inc. added | 761,568 | $27M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 631,531 | $23M | 0.6% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 601,489 | $22M | 0.6% | 2026-Q1 |
| UBS Group AG added | 567,987 | $20M | 0.5% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC added | 551,758 | $20M | 0.5% | 2026-Q1 |
| Tyche Wealth Partners LLC new | 536,815 | $19M | 0.5% | 2026-Q1 |
| Retirement Management Systems Inc. added | 529,507 | $19M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 469,913 | $17M | 0.5% | 2026-Q1 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC new | 426,130 | $15M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 416,026 | $15M | 0.4% | 2026-Q1 |
| Mayfair Advisory Group, LLC added | 395,554 | $14M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 391,156 | $14M | 0.4% | 2026-Q1 |
| Waterway Wealth Management, LLC added | 403,770 | $14M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 365,387 | $13M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 362,813 | $13M | 0.3% | 2026-Q1 |
| Parkside Investments, LLC added | 356,471 | $13M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 312,508 | $11M | 0.3% | 2026-Q1 |
| Serenity Investment Advisors new | 286,056 | $11M | 0.3% | 2026-Q1 |
| STALEY CAPITAL ADVISERS INC added | 309,865 | $11M | 0.3% | 2026-Q1 |
| CWM, LLC added | 295,304 | $11M | 0.3% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 286,522 | $10M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 289,907 | $10M | 0.3% | 2026-Q1 |
| Armor Investment Advisors, LLC trimmed | 272,493 | $10M | 0.3% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 253,814 | $9M | 0.2% | 2026-Q1 |
| Base Wealth Management LLC added | 219,777 | $8M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 200,103 | $7M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 197,202 | $7M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 194,021 | $7M | 0.2% | 2026-Q1 |
| Aspen Wealth Strategies, LLC added | 192,645 | $7M | 0.2% | 2026-Q1 |
| &PARTNERS added | 187,972 | $7M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 182,654 | $7M | 0.2% | 2026-Q1 |
| Broadway Wealth Solutions, Inc. added | 180,422 | $6M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 173,874 | $6M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 162,747 | $6M | 0.2% | 2026-Q1 |
| Strata Wealth Advisors, LLC added | 162,771 | $6M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 155,636 | $6M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 146,441 | $5M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 143,186 | $5M | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 136,466 | $5M | 0.1% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 122,857 | $4M | 0.1% | 2026-Q1 |
| Sound Portfolio Advisors, LLC trimmed | 121,875 | $4M | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC added | 116,408 | $4M | 0.1% | 2026-Q1 |
| LongView Wealth Management trimmed | 108,265 | $4M | 0.1% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC new | 113,326 | $4M | 0.1% | 2026-Q1 |
| MOTCO added | 109,509 | $4M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 105,658 | $4M | 0.1% | 2026-Q1 |
| PFG Advisors added | 103,390 | $4M | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 103,231 | $4M | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 96,598 | $3M | 0.1% | 2026-Q1 |
| LYNCH & ASSOCIATES/IN added | 92,107 | $3M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 91,431 | $3M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 90,207 | $3M | 0.1% | 2026-Q1 |
| FMA Wealth Management, LLC added | 88,552 | $3M | 0.1% | 2026-Q1 |
| SUMMIT WEALTH GROUP LLC / CO trimmed | 82,683 | $3M | 0.1% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 76,070 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 79,074 | $3M | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 78,946 | $3M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 77,430 | $3M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 9,100 | $3M | 0.1% | 2026-Q1 |
| Snider Financial Group added | 75,692 | $3M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 74,616 | $3M | 0.1% | 2026-Q1 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV added | 74,407 | $3M | 0.1% | 2026-Q1 |
| Andrews Advisory Associates, LLC new | 74,315 | $3M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 71,270 | $3M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 70,525 | $3M | 0.1% | 2026-Q1 |
| Cornell Pochily Investment Advisors, Inc. added | 70,514 | $3M | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 64,682 | $2M | 0.1% | 2026-Q1 |
| BG Investment Services, LLC added | 64,135 | $2M | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 63,333 | $2M | 0.1% | 2026-Q1 |
| Clearwave Capital, LLC added | 63,175 | $2M | 0.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC new | 61,316 | $2M | 0.1% | 2026-Q1 |
| Cassilly Financial Group LLC added | 61,018 | $2M | 0.1% | 2026-Q1 |
| InTrack Investment Management Inc trimmed | 60,448 | $2M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 58,530 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 2,324,110 | $85M | 2.3% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 634,400 | $23M | 0.6% | 2025-Q4 stale |
| Stratos Investment Management, LLC trimmed | 234,037 | $7M | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 172,540 | $6M | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 104,460 | $4M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 74,546 | $3M | 0.1% | 2025-Q4 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.