Who owns FMUB
Which tracked institutional funds hold FMUB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FMUB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 FMUB is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 3 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
FMUB’s largest tracked holder by dollar value, CWM, LLC, sizes it at 0.2% 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 FMUB 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 35 tracked filers holding FMUB, 29 increased or opened the position and 6 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 FMUB 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 4
- RAYMOND JAMES FINANCIAL INC$892K
- GAINLINE FINANCIAL PARTNERS, LLC$695K
- J.W. COLE ADVISORS, INC.$666K
- Elequin Capital, LP$502K
Full exits 2
- CWM, LLC$60M
- Independent Advisor Alliance$702K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$8M
- JPMORGAN CHASE & CO$3M
- LPL Financial LLC$2M
- Advyzon Investment Management, LLC$1M
- IHT Wealth Management, LLC$1M
- HICKS CAPITAL MANAGEMENT LLC$888K
Largest trims
- JANE STREET GROUP, LLC$314K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 320,712 | $16M | 12.4% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC added | 285,829 | $15M | 11.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 131,398 | $7M | 5.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 77,577 | $4M | 3.0% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC added | 72,039 | $4M | 2.8% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 57,694 | $3M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 50,239 | $3M | 1.9% | 2026-Q2 |
| HICKS CAPITAL MANAGEMENT LLC added | 49,866 | $3M | 1.9% | 2026-Q2 |
| IHT Wealth Management, LLC added | 34,815 | $2M | 1.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 31,629 | $2M | 1.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 28,300 | $1M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 21,461 | $1M | 0.8% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 20,305 | $1M | 0.8% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 19,803 | $1M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,126 | $932K | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 17,351 | $892K | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 14,228 | $734K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 14,000 | $720K | 0.5% | 2026-Q2 |
| GAINLINE FINANCIAL PARTNERS, LLC new | 13,514 | $695K | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 12,957 | $666K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 12,308 | $633K | 0.5% | 2026-Q2 |
| PFG Advisors added | 10,394 | $534K | 0.4% | 2026-Q2 |
| Elequin Capital, LP new | 9,759 | $502K | 0.4% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 9,095 | $468K | 0.4% | 2026-Q2 |
| AdvisorNet Financial, Inc new | 7,412 | $381K | 0.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 6,199 | $319K | 0.2% | 2026-Q2 |
| Physician Wealth Advisors, Inc. new | 6,087 | $313K | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 5,701 | $293K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC new | 4,572 | $235K | 0.2% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 4,175 | $215K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc new | 2,000 | $103K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC new | 1,961 | $101K | 0.1% | 2026-Q2 |
| MCF Advisors LLC added | 1,280 | $66K | 0.0% | 2026-Q2 |
| Roxbury Financial LLC new | 300 | $15K | 0.0% | 2026-Q2 |
| FMR LLC | 0 | $10 | 0.0% | 2026-Q2 |
| CWM, LLC added | 1,193,840 | $60M | 45.5% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 13,882 | $702K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Sigma Planning Corp trimmed | 4,755 | $241K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 6,595 | $336K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 4,919 | $250K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FLAGSHIP HARBOR ADVISORS, LLC new | 1,118 | $57K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 5,053 | $257K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Accredited Wealth Management, LLC new | 128,788 | $35K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG new | 39 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.