Who owns FMUN
Which tracked institutional funds hold FMUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FMUN 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
2 tracked funds added or opened FMUN while 3 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
FMUN’s largest tracked holder by dollar value, Riverview Trust Co, sizes it at 17.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 17.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FMUN 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 22 tracked filers holding FMUN, 15 increased or opened the position and 13 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 FMUN 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 1
- Global Retirement Partners, LLC$2M
Largest adds
- OSAIC HOLDINGS, INC.$1M
Largest trims
- Riverview Trust Co$3M
- JANE STREET GROUP, LLC$2M
- Life Planning Partners, Inc$280K
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 |
|---|---|---|---|---|
| Riverview Trust Co trimmed | 289,629 | $15M | 37.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 85,228 | $4M | 10.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 75,697 | $4M | 9.7% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 42,252 | $2M | 5.4% | 2026-Q2 |
| Life Planning Partners, Inc trimmed | 38,530 | $2M | 4.9% | 2026-Q2 |
| Financial Planning Fort Collins, LLC added | 37,887 | $2M | 4.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 30,194 | $2M | 3.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25,617 | $1M | 3.3% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 14,840 | $748K | 1.9% | 2026-Q2 |
| Embree Financial Group trimmed | 13,202 | $666K | 1.7% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 9,671 | $488K | 1.2% | 2026-Q2 |
| Global Wealth Management, LLC added | 5,933 | $299K | 0.8% | 2026-Q2 |
| CAMELOT TECHNOLOGY ADVISORS, INC. added | 5,649 | $285K | 0.7% | 2026-Q2 |
| Elequin Capital, LP new | 5,119 | $258K | 0.7% | 2026-Q2 |
| CAHABA WEALTH MANAGEMENT, INC. | 4,700 | $237K | 0.6% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 4,529 | $228K | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 4,523 | $228K | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 3,985 | $201K | 0.5% | 2026-Q2 |
| Stone House Investment Management, LLC | 2,821 | $142K | 0.4% | 2026-Q2 |
| FMR LLC added | 1,080 | $54K | 0.1% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC new | 866 | $44K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 0 | $9 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,911 | $393K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Sigma Planning Corp trimmed | 5,949 | $295K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Quantinno Capital Management LP new | 5,117 | $254K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC added | 4,109 | $204K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| TD Capital Management LLC added | 3,540 | $176K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 3,132 | $155K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC new | 672 | $33K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc trimmed | 561 | $28K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MARS JEWETT FINANCIAL GROUP, INC. new | 12,868 | $653K | 1.7% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 7,543 | $375K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Investment Advisory Group, LLC new | 4,958 | $247K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC added | 4,463 | $222K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Strategic Equity Management new | 7,343 | $357K | 0.9% | 2025-Q2 stale (4 quarters behind) |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 6,541 | $318K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| MONEYWISE, INC. new | 5,022 | $244K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG new | 505 | $25K | 0.1% | 2025-Q2 stale (4 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.