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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,416,205 | $67M | 10.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,330,827 | $64M | 9.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,109,876 | $53M | 8.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,100,306 | $52M | 8.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 798,920 | $38M | 5.9% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 542,231 | $26M | 4.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 394,130 | $19M | 2.9% | 2026-Q1 |
| Cetera Investment Advisers added | 359,142 | $17M | 2.6% | 2026-Q1 |
| SlateStone Wealth, LLC added | 345,682 | $16M | 2.5% | 2026-Q1 |
| UBS Group AG added | 332,117 | $16M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 310,410 | $15M | 2.3% | 2026-Q1 |
| Financial Partners Group, Inc added | 237,886 | $11M | 1.8% | 2026-Q1 |
| Manhattan West Asset Management, LLC added | 227,982 | $11M | 1.7% | 2026-Q1 |
| Principle Wealth Partners LLC trimmed | 224,757 | $11M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 201,308 | $10M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 189,842 | $9M | 1.4% | 2026-Q1 |
| EnRich Financial Partners LLC added | 178,980 | $9M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 171,195 | $8M | 1.3% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 146,300 | $7M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 138,695 | $7M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 135,471 | $6M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 130,226 | $6M | 1.0% | 2026-Q1 |
| Vise Technologies, Inc. | 116,797 | $6M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 116,891 | $6M | 0.9% | 2026-Q1 |
| Ocean Park Asset Management, LLC | 116,300 | $6M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 99,102 | $5M | 0.7% | 2026-Q1 |
| Plan Group Financial, LLC added | 95,652 | $5M | 0.7% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC | 92,000 | $4M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 89,450 | $4M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 84,701 | $4M | 0.6% | 2026-Q1 |
| CWM, LLC trimmed | 84,418 | $4M | 0.6% | 2026-Q1 |
| MBL Wealth, LLC added | 78,510 | $4M | 0.6% | 2026-Q1 |
| Summit Financial, LLC trimmed | 78,380 | $4M | 0.6% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 78,104 | $4M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 74,063 | $4M | 0.6% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 68,871 | $3M | 0.5% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 65,527 | $3M | 0.5% | 2026-Q1 |
| Atlas Private Wealth Advisors trimmed | 61,920 | $3M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 60,305 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 58,901 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 56,580 | $3M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 52,713 | $3M | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC new | 51,664 | $2M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 51,258 | $2M | 0.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 50,517 | $2M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 49,647 | $2M | 0.4% | 2026-Q1 |
| FIRST HORIZON CORP | 49,500 | $2M | 0.4% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 46,464 | $2M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 42,740 | $2M | 0.3% | 2026-Q1 |
| Evergreen Private Wealth LLC added | 40,205 | $2M | 0.3% | 2026-Q1 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV trimmed | 38,575 | $2M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 235,909 | $2M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 37,255 | $2M | 0.3% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 37,255 | $2M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 36,511 | $2M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 36,313 | $2M | 0.3% | 2026-Q1 |
| ROCKLAND TRUST CO trimmed | 35,817 | $2M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 34,574 | $2M | 0.3% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC trimmed | 34,087 | $2M | 0.3% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 33,757 | $2M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 32,678 | $2M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 30,866 | $1M | 0.2% | 2026-Q1 |
| Boyce & Associates Wealth Consulting, Inc. added | 29,877 | $1M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 29,761 | $1M | 0.2% | 2026-Q1 |
| GSG Advisors LLC added | 27,588 | $1M | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 25,587 | $1M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 25,423 | $1M | 0.2% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 25,392 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 25,137 | $1M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 24,843 | $1M | 0.2% | 2026-Q1 |
| Triton Wealth Management, PLLC trimmed | 23,392 | $1M | 0.2% | 2026-Q1 |
| Traction Financial Partners, LLC added | 22,865 | $1M | 0.2% | 2026-Q1 |
| High Net Worth Advisory Group LLC added | 22,399 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,304 | $1M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC | 21,420 | $1M | 0.2% | 2026-Q1 |
| Hobart Private Capital, LLC added | 21,225 | $1M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 19,160 | $911K | 0.1% | 2026-Q1 |
| Platform Technology Partners added | 19,066 | $906K | 0.1% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC added | 18,863 | $897K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 17,833 | $848K | 0.1% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC added | 17,664 | $840K | 0.1% | 2026-Q1 |
| Boyd Wealth Management, LLC added | 17,202 | $818K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 16,816 | $799K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 16,802 | $799K | 0.1% | 2026-Q1 |
| AJ Advisors, LLC added | 60,429 | $3M | 0.4% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 58,243 | $3M | 0.4% | 2025-Q2 stale |
| Martin Worley Group added | 54,388 | $3M | 0.4% | 2025-Q2 stale |
| Advisory Resource Group added | 49,365 | $2M | 0.4% | 2025-Q1 stale |
| EWG Elevate Inc. added | 49,639 | $2M | 0.4% | 2025-Q3 stale |
| First Horizon Advisors, Inc. | 49,500 | $2M | 0.4% | 2025-Q2 stale |
| Bank of New York Mellon Corp trimmed | 41,833 | $2M | 0.3% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 37,716 | $2M | 0.3% | 2025-Q4 stale |
| PEAPACK GLADSTONE FINANCIAL CORP new | 37,784 | $2M | 0.3% | 2025-Q1 stale |
| Perissos Private Wealth Management, LLC added | 34,483 | $2M | 0.3% | 2025-Q1 stale |
| Financial Advocates Investment Management trimmed | 30,367 | $1M | 0.2% | 2025-Q2 stale |
| Visionary Wealth Advisors trimmed | 26,359 | $1M | 0.2% | 2025-Q3 stale |
| Main Street Financial Solutions, LLC added | 25,965 | $1M | 0.2% | 2025-Q4 stale |
| NWAM LLC added | 24,777 | $1M | 0.2% | 2025-Q1 stale |
| COMERICA BANK trimmed | 19,341 | $927K | 0.1% | 2025-Q4 stale |
| IFG Advisory, LLC added | 17,527 | $840K | 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.