Who owns FMHI
Which tracked institutional funds hold FMHI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FMHI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
44 tracked funds added or opened FMHI while 22 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
FMHI’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FMHI 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 182 tracked filers holding FMHI, 101 increased or opened the position and 80 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 FMHI 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 8
- VAQUERO PRIVATE WEALTH, LTD$5M
- AJ Advisors, LLC$3M
- Logan Stone Capital, LLC$2M
- AMERIPRISE FINANCIAL INC$2M
- Ameritas Advisory Services, LLC$1M
- IFG Advisory, LLC$868K
Full exits 13
- SlateStone Wealth, LLC$16M
- Cambridge Investment Research Advisors, Inc.$8M
- HighTower Advisors, LLC$6M
- GOLDMAN SACHS GROUP INC$6M
- CWM, LLC$4M
- DAYMARK WEALTH PARTNERS, LLC$2M
Largest adds
- Vise Technologies, Inc.$14M
- NewEdge Advisors, LLC$13M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9M
- JANE STREET GROUP, LLC$6M
- Financial Partners Group, Inc$6M
- WELLS FARGO & COMPANY/MN$4M
Largest trims
- Summit Financial, LLC$3M
- ASHTON THOMAS SECURITIES, LLC$3M
- Crumly & Associates Inc.$2M
- CITIGROUP INC$2M
- GREAT VALLEY ADVISOR GROUP, INC.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$849K
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,503,752 | $73M | 10.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,407,555 | $68M | 10.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,179,422 | $57M | 8.5% | 2026-Q2 |
| LPL Financial LLC added | 1,164,558 | $56M | 8.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 798,191 | $39M | 5.8% | 2026-Q2 |
| Meeder Advisory Services, Inc. added | 572,777 | $28M | 4.1% | 2026-Q2 |
| Cetera Investment Advisers added | 401,181 | $19M | 2.9% | 2026-Q2 |
| Vise Technologies, Inc. added | 398,018 | $19M | 2.9% | 2026-Q2 |
| UBS Group AG added | 376,746 | $18M | 2.7% | 2026-Q2 |
| Financial Partners Group, Inc added | 355,392 | $17M | 2.6% | 2026-Q2 |
| CITIGROUP INC trimmed | 345,764 | $17M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 306,655 | $15M | 2.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 296,778 | $14M | 2.1% | 2026-Q2 |
| Manhattan West Asset Management, LLC added | 269,771 | $13M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 250,956 | $12M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 223,575 | $11M | 1.6% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 222,961 | $11M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 213,508 | $10M | 1.5% | 2026-Q2 |
| EnRich Financial Partners LLC added | 187,384 | $9M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 183,026 | $9M | 1.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 144,709 | $7M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 118,821 | $6M | 0.9% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 116,300 | $6M | 0.8% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 101,674 | $5M | 0.7% | 2026-Q2 |
| Plan Group Financial, LLC added | 101,321 | $5M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 93,322 | $5M | 0.7% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC | 92,000 | $4M | 0.7% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 83,662 | $4M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 83,319 | $4M | 0.6% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 77,917 | $4M | 0.6% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 77,605 | $4M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 74,899 | $4M | 0.5% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 73,438 | $4M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 71,455 | $3M | 0.5% | 2026-Q2 |
| AJ Advisors, LLC added | 62,460 | $3M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 57,287 | $3M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 56,275 | $3M | 0.4% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 56,091 | $3M | 0.4% | 2026-Q2 |
| RFG Advisory, LLC added | 54,039 | $3M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 54,013 | $3M | 0.4% | 2026-Q2 |
| FIRST HORIZON CORP | 49,500 | $2M | 0.4% | 2026-Q2 |
| Logan Stone Capital, LLC new | 49,293 | $2M | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 45,272 | $2M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 41,153 | $2M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 40,393 | $2M | 0.3% | 2026-Q2 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 39,441 | $2M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 37,338 | $2M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 36,758 | $2M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 36,758 | $2M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 36,756 | $2M | 0.3% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 35,296 | $2M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 33,984 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 33,503 | $2M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 33,499 | $2M | 0.2% | 2026-Q2 |
| ShoreHaven Wealth Partners, LLC trimmed | 33,442 | $2M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 31,677 | $2M | 0.2% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC trimmed | 31,597 | $2M | 0.2% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC added | 30,128 | $1M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 29,611 | $1M | 0.2% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. trimmed | 29,177 | $1M | 0.2% | 2026-Q2 |
| Curran Financial Partners, LLC added | 28,207 | $1M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 27,642 | $1M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 27,282 | $1M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 27,271 | $1M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 26,834 | $1M | 0.2% | 2026-Q2 |
| GSG Advisors LLC trimmed | 26,574 | $1M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 26,281 | $1M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 25,637 | $1M | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC | 25,392 | $1M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 25,098 | $1M | 0.2% | 2026-Q2 |
| Traction Financial Partners, LLC added | 25,079 | $1M | 0.2% | 2026-Q2 |
| Triton Wealth Management, PLLC trimmed | 23,317 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 23,174 | $1M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 22,926 | $1M | 0.2% | 2026-Q2 |
| High Net Worth Advisory Group LLC added | 22,488 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 22,267 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 21,327 | $1M | 0.2% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 20,536 | $996K | 0.1% | 2026-Q2 |
| Platform Technology Partners added | 19,172 | $930K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 18,695 | $907K | 0.1% | 2026-Q2 |
| Boyd Wealth Management, LLC added | 18,473 | $896K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 17,923 | $869K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 17,897 | $868K | 0.1% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC trimmed | 17,381 | $843K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 16,943 | $822K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 16,440 | $797K | 0.1% | 2026-Q2 |
| Milestones Private Investment Advisors LLC trimmed | 15,714 | $762K | 0.1% | 2026-Q2 |
| Investors Portfolio Services LLC trimmed | 15,175 | $736K | 0.1% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 15,020 | $728K | 0.1% | 2026-Q2 |
| COUNTRY TRUST BANK trimmed | 14,954 | $725K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 14,708 | $713K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 14,241 | $691K | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 13,605 | $660K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 13,548 | $657K | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 12,237 | $593K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 11,680 | $566K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 11,478 | $557K | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 11,351 | $550K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 11,285 | $547K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 11,279 | $547K | 0.1% | 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.
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.