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Institutional Ownership · SEC Form 13F

Who owns FMHI (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

181
Institutional holders
13,798,646
Shares held (tracked funds)

How the tape is positioned

34 tracked funds added or opened FMHI while 30 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

FMHI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes FMHI more heavily than its largest holder by dollar value does.

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 2025-Q4 and 2026-Q1, across 181 tracked filers holding FMHI, 96 increased or opened the position and 74 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 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

  • JANE STREET GROUP, LLC$3M
  • Avior Wealth Management, LLC$2M
  • Spartan Wealth Advisory Services LLC$2M
  • Signal Advisors Wealth, LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
  • FIFTH THIRD BANCORP$787K

Full exits 10

  • AJ Advisors, LLC$3M
  • Bank of New York Mellon Corp$2M
  • Janney Montgomery Scott LLC$2M
  • Main Street Financial Solutions, LLC$1M
  • COMERICA BANK$927K
  • IFG Advisory, LLC$840K

Largest adds

  • BANK OF AMERICA CORP /DE/$7M
  • GOLDMAN SACHS GROUP INC$5M
  • MORGAN STANLEY$4M
  • Cetera Investment Advisers$4M
  • SlateStone Wealth, LLC$4M
  • Cambridge Investment Research Advisors, Inc.$3M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13M
  • NewEdge Advisors, LLC$10M
  • LPL Financial LLC$4M
  • Stewardship Advisors, LLC$3M
  • WELLS FARGO & COMPANY/MN$2M
  • CWM, 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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added1,416,205$67M10.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,330,827$64M9.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,109,876$53M8.2%2026-Q1
LPL Financial LLC trimmed1,100,306$52M8.1%2026-Q1
BANK OF AMERICA CORP /DE/ added798,920$38M5.9%2026-Q1
Meeder Advisory Services, Inc. added542,231$26M4.0%2026-Q1
CITIGROUP INC trimmed394,130$19M2.9%2026-Q1
Cetera Investment Advisers added359,142$17M2.6%2026-Q1
SlateStone Wealth, LLC added345,682$16M2.5%2026-Q1
UBS Group AG added332,117$16M2.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added310,410$15M2.3%2026-Q1
Financial Partners Group, Inc added237,886$11M1.8%2026-Q1
Manhattan West Asset Management, LLC added227,982$11M1.7%2026-Q1
Principle Wealth Partners LLC trimmed224,757$11M1.7%2026-Q1
OSAIC HOLDINGS, INC. added201,308$10M1.5%2026-Q1
JPMORGAN CHASE & CO added189,842$9M1.4%2026-Q1
EnRich Financial Partners LLC added178,980$9M1.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added171,195$8M1.3%2026-Q1
ASHTON THOMAS SECURITIES, LLC added146,300$7M1.1%2026-Q1
Rockefeller Capital Management L.P. added138,695$7M1.0%2026-Q1
ROYAL BANK OF CANADA added135,471$6M1.0%2026-Q1
HighTower Advisors, LLC added130,226$6M1.0%2026-Q1
Vise Technologies, Inc.116,797$6M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added116,891$6M0.9%2026-Q1
Ocean Park Asset Management, LLC116,300$6M0.9%2026-Q1
MML INVESTORS SERVICES, LLC trimmed99,102$5M0.7%2026-Q1
Plan Group Financial, LLC added95,652$5M0.7%2026-Q1
Cyndeo Wealth Partners, LLC92,000$4M0.7%2026-Q1
Private Advisor Group, LLC added89,450$4M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added84,701$4M0.6%2026-Q1
CWM, LLC trimmed84,418$4M0.6%2026-Q1
MBL Wealth, LLC added78,510$4M0.6%2026-Q1
Summit Financial, LLC trimmed78,380$4M0.6%2026-Q1
Cornerstone Wealth Management, LLC trimmed78,104$4M0.6%2026-Q1
Equitable Holdings, Inc. trimmed74,063$4M0.6%2026-Q1
Crumly & Associates Inc. trimmed68,871$3M0.5%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added65,527$3M0.5%2026-Q1
Atlas Private Wealth Advisors trimmed61,920$3M0.5%2026-Q1
TRUIST FINANCIAL CORP added60,305$3M0.4%2026-Q1
JANE STREET GROUP, LLC added58,901$3M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed56,580$3M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added52,713$3M0.4%2026-Q1
Avior Wealth Management, LLC new51,664$2M0.4%2026-Q1
OPPENHEIMER & CO INC added51,258$2M0.4%2026-Q1
Sequoia Financial Advisors, LLC trimmed50,517$2M0.4%2026-Q1
D.A. DAVIDSON & CO. added49,647$2M0.4%2026-Q1
FIRST HORIZON CORP49,500$2M0.4%2026-Q1
DAYMARK WEALTH PARTNERS, LLC trimmed46,464$2M0.3%2026-Q1
RFG Advisory, LLC added42,740$2M0.3%2026-Q1
Evergreen Private Wealth LLC added40,205$2M0.3%2026-Q1
CAPITAL FINANCIAL GROUP INC\CO\ /ADV trimmed38,575$2M0.3%2026-Q1
NewEdge Advisors, LLC trimmed235,909$2M0.3%2026-Q1
Vestmark Advisory Solutions, Inc. added37,255$2M0.3%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added37,255$2M0.3%2026-Q1
Mutual Advisors, LLC trimmed36,511$2M0.3%2026-Q1
IFP Advisors, Inc added36,313$2M0.3%2026-Q1
ROCKLAND TRUST CO trimmed35,817$2M0.3%2026-Q1
FLOW TRADERS U.S. LLC added34,574$2M0.3%2026-Q1
ShoreHaven Wealth Partners, LLC trimmed34,087$2M0.3%2026-Q1
Spartan Wealth Advisory Services LLC new33,757$2M0.2%2026-Q1
STEPHENS INC /AR/ trimmed32,678$2M0.2%2026-Q1
Integrated Wealth Concepts LLC added30,866$1M0.2%2026-Q1
Boyce & Associates Wealth Consulting, Inc. added29,877$1M0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed29,761$1M0.2%2026-Q1
GSG Advisors LLC added27,588$1M0.2%2026-Q1
Arax Advisory Partners trimmed25,587$1M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added25,423$1M0.2%2026-Q1
Signal Advisors Wealth, LLC new25,392$1M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed25,137$1M0.2%2026-Q1
OneDigital Investment Advisors LLC added24,843$1M0.2%2026-Q1
Triton Wealth Management, PLLC trimmed23,392$1M0.2%2026-Q1
Traction Financial Partners, LLC added22,865$1M0.2%2026-Q1
High Net Worth Advisory Group LLC added22,399$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added22,304$1M0.2%2026-Q1
Sanctuary Advisors, LLC21,420$1M0.2%2026-Q1
Hobart Private Capital, LLC added21,225$1M0.2%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added19,160$911K0.1%2026-Q1
Platform Technology Partners added19,066$906K0.1%2026-Q1
SEAMOUNT FINANCIAL GROUP INC added18,863$897K0.1%2026-Q1
Sowell Financial Services LLC trimmed17,833$848K0.1%2026-Q1
Stonebridge Financial Planning Group, LLC added17,664$840K0.1%2026-Q1
Boyd Wealth Management, LLC added17,202$818K0.1%2026-Q1
&PARTNERS trimmed16,816$799K0.1%2026-Q1
Capital Investment Advisory Services, LLC added16,802$799K0.1%2026-Q1
AJ Advisors, LLC added60,429$3M0.4%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added58,243$3M0.4%2025-Q2 stale
Martin Worley Group added54,388$3M0.4%2025-Q2 stale
Advisory Resource Group added49,365$2M0.4%2025-Q1 stale
EWG Elevate Inc. added49,639$2M0.4%2025-Q3 stale
First Horizon Advisors, Inc.49,500$2M0.4%2025-Q2 stale
Bank of New York Mellon Corp trimmed41,833$2M0.3%2025-Q4 stale
Janney Montgomery Scott LLC added37,716$2M0.3%2025-Q4 stale
PEAPACK GLADSTONE FINANCIAL CORP new37,784$2M0.3%2025-Q1 stale
Perissos Private Wealth Management, LLC added34,483$2M0.3%2025-Q1 stale
Financial Advocates Investment Management trimmed30,367$1M0.2%2025-Q2 stale
Visionary Wealth Advisors trimmed26,359$1M0.2%2025-Q3 stale
Main Street Financial Solutions, LLC added25,965$1M0.2%2025-Q4 stale
NWAM LLC added24,777$1M0.2%2025-Q1 stale
COMERICA BANK trimmed19,341$927K0.1%2025-Q4 stale
IFG Advisory, LLC added17,527$840K0.1%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.

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