Who owns FSMB (FSMB)
Which tracked institutional funds hold FSMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FSMB 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
29 tracked funds added or opened FSMB while 20 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
FSMB’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FSMB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FSMB 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 138 tracked filers holding FSMB, 80 increased or opened the position and 57 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 FSMB 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 4
- GOLDMAN SACHS GROUP INC$4M
- FIFTH THIRD BANCORP$2M
- Independent Advisor Alliance$2M
- DAYMARK WEALTH PARTNERS, LLC$629K
Full exits 7
- TrueWealth Financial Partners$4M
- Pursuit Wealth Management LLC$2M
- COMERICA BANK$2M
- StoneX Group Inc.$1M
- Pine Valley Investments Ltd Liability Co$1M
- Elequin Capital, LP$1M
Largest adds
- LPL Financial LLC$17M
- MORGAN STANLEY$14M
- Cetera Investment Advisers$7M
- Francis Financial, Inc.$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Gateway Wealth Partners, LLC$2M
Largest trims
- NewEdge Advisors, LLC$6M
- Corient Private Wealth LLC$4M
- ROYAL BANK OF CANADA$3M
- OSAIC HOLDINGS, INC.$2M
- Tower Research Capital LLC (TRC)$1M
- WELLS FARGO & COMPANY/MN$980K
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 | 5,146,534 | $103M | 21.8% | 2026-Q1 |
| LPL Financial LLC added | 2,267,473 | $45M | 9.6% | 2026-Q1 |
| RMR Wealth Builders added | 1,077,267 | $22M | 4.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 1,052,630 | $21M | 4.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 949,368 | $19M | 4.0% | 2026-Q1 |
| PFS Partners, LLC trimmed | 685,295 | $14M | 2.9% | 2026-Q1 |
| UBS Group AG trimmed | 678,124 | $14M | 2.9% | 2026-Q1 |
| TruWealth Advisors, LLC added | 668,643 | $13M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 551,996 | $11M | 2.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 509,788 | $10M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 460,518 | $9M | 2.0% | 2026-Q1 |
| EnRich Financial Partners LLC added | 415,619 | $8M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 414,123 | $8M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 377,831 | $8M | 1.6% | 2026-Q1 |
| Francis Financial, Inc. added | 357,351 | $7M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 323,015 | $6M | 1.4% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 298,162 | $6M | 1.3% | 2026-Q1 |
| Nilsine Partners, LLC added | 282,049 | $6M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 277,522 | $6M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 273,172 | $5M | 1.2% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT added | 248,646 | $5M | 1.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 234,040 | $5M | 1.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 219,812 | $4M | 0.9% | 2026-Q1 |
| True Blue Financial, LLC added | 211,162 | $4M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 210,255 | $4M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 204,536 | $4M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 197,780 | $4M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 192,572 | $4M | 0.8% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 379,463 | $3M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 137,430 | $3M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 137,246 | $3M | 0.6% | 2026-Q1 |
| RFG Advisory, LLC added | 119,908 | $2M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 111,182 | $2M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 109,309 | $2M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 108,639 | $2M | 0.5% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 103,771 | $2M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 102,125 | $2M | 0.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 98,028 | $2M | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 94,710 | $2M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 87,828 | $2M | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 87,828 | $2M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 86,917 | $2M | 0.4% | 2026-Q1 |
| Insight Inv LLC trimmed | 86,810 | $2M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 86,209 | $2M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 80,580 | $2M | 0.3% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC added | 72,668 | $1M | 0.3% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV added | 69,644 | $1M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 69,335 | $1M | 0.3% | 2026-Q1 |
| Hobart Private Capital, LLC added | 66,872 | $1M | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 63,735 | $1M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 61,924 | $1M | 0.3% | 2026-Q1 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 55,164 | $1M | 0.2% | 2026-Q1 |
| Security Financial Services, INC. added | 54,846 | $1M | 0.2% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 51,942 | $1M | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 50,384 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 50,286 | $1M | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 49,988 | $998K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 48,062 | $959K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 46,220 | $923K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 45,205 | $902K | 0.2% | 2026-Q1 |
| Occidental Asset Management, LLC trimmed | 44,111 | $880K | 0.2% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 42,880 | $856K | 0.2% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 39,682 | $792K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 39,530 | $789K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 39,227 | $783K | 0.2% | 2026-Q1 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 35,264 | $704K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 33,750 | $674K | 0.1% | 2026-Q1 |
| TRUST CO OF OKLAHOMA added | 33,343 | $666K | 0.1% | 2026-Q1 |
| Norris Financial Group, LLC added | 32,353 | $646K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 31,945 | $638K | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC new | 31,498 | $629K | 0.1% | 2026-Q1 |
| Principle Wealth Partners LLC added | 31,493 | $629K | 0.1% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. | 31,491 | $629K | 0.1% | 2026-Q1 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 30,900 | $617K | 0.1% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 30,570 | $610K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 30,489 | $609K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 30,429 | $607K | 0.1% | 2026-Q1 |
| Foster Victor Wealth Advisors, LLC added | 27,440 | $549K | 0.1% | 2026-Q1 |
| Summit Wealth Partners, LLC | 23,394 | $467K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 23,164 | $462K | 0.1% | 2026-Q1 |
| World Investment Advisors | 22,407 | $447K | 0.1% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 21,119 | $422K | 0.1% | 2026-Q1 |
| TrueWealth Financial Partners new | 201,726 | $4M | 0.9% | 2025-Q4 stale |
| PEAPACK GLADSTONE FINANCIAL CORP new | 180,554 | $4M | 0.8% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 132,804 | $3M | 0.6% | 2025-Q1 stale |
| Advisory Resource Group added | 127,534 | $3M | 0.5% | 2025-Q3 stale |
| Pursuit Wealth Management LLC new | 108,238 | $2M | 0.5% | 2025-Q4 stale |
| COMERICA BANK trimmed | 90,191 | $2M | 0.4% | 2025-Q4 stale |
| Vishria Bird Financial Group, LLC trimmed | 89,701 | $2M | 0.4% | 2025-Q2 stale |
| Visionary Wealth Advisors trimmed | 68,257 | $1M | 0.3% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 63,191 | $1M | 0.3% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 59,265 | $1M | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 55,398 | $1M | 0.2% | 2025-Q3 stale |
| Pine Valley Investments Ltd Liability Co | 55,042 | $1M | 0.2% | 2025-Q4 stale |
| Elequin Capital, LP trimmed | 51,965 | $1M | 0.2% | 2025-Q4 stale |
| Crossmark Global Holdings, Inc. trimmed | 35,649 | $715K | 0.2% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 32,291 | $647K | 0.1% | 2025-Q4 stale |
| Simplicity Wealth,LLC added | 28,402 | $565K | 0.1% | 2025-Q2 stale |
| Bison Wealth, LLC | 24,550 | $489K | 0.1% | 2025-Q2 stale |
| Fifth Third Securities, Inc. new | 21,880 | $439K | 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.