Who owns FUMB
Which tracked institutional funds hold FUMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FUMB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
14 tracked funds added or opened FUMB while 18 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
FUMB’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 FUMB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FUMB 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 79 tracked filers holding FUMB, 40 increased or opened the position and 40 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 FUMB 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 2
- VAQUERO PRIVATE WEALTH, LTD$5M
- White Wing Wealth Management$2M
Full exits 9
- Thomas J. Herzfeld Advisors, Inc.$2M
- Cambridge Investment Research Advisors, Inc.$2M
- Thrivent Financial for Lutherans$2M
- Independent Advisor Alliance$1M
- OLD MISSION CAPITAL LLC$1M
- CITADEL ADVISORS LLC$833K
Largest adds
- GSG Advisors LLC$10M
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- NewEdge Advisors, LLC$4M
- OSAIC HOLDINGS, INC.$3M
- MORGAN STANLEY$2M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- XML Financial, LLC$10M
- LPL Financial LLC$5M
- Gateway Wealth Partners, LLC$3M
- JPMORGAN CHASE & CO$2M
- STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$800K
- JANE STREET GROUP, LLC$783K
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 | 778,240 | $16M | 8.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 669,696 | $13M | 7.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 652,475 | $13M | 7.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 646,309 | $13M | 7.3% | 2026-Q2 |
| GSG Advisors LLC added | 517,719 | $10M | 5.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 348,015 | $7M | 3.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 344,084 | $7M | 3.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 337,934 | $7M | 3.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 256,610 | $5M | 2.9% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 237,797 | $5M | 2.7% | 2026-Q2 |
| UBS Group AG added | 229,246 | $5M | 2.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 171,091 | $3M | 1.9% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 158,631 | $3M | 1.8% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 157,770 | $3M | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 141,231 | $3M | 1.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 125,283 | $3M | 1.4% | 2026-Q2 |
| Baird Financial Group, Inc. | 124,370 | $2M | 1.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 109,033 | $2M | 1.2% | 2026-Q2 |
| Insight Inv LLC trimmed | 108,495 | $2M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 94,740 | $2M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 89,304 | $2M | 1.0% | 2026-Q2 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 82,431 | $2M | 0.9% | 2026-Q2 |
| White Wing Wealth Management new | 79,877 | $2M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 79,473 | $2M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 69,073 | $1M | 0.8% | 2026-Q2 |
| Summit Financial, LLC added | 66,504 | $1M | 0.8% | 2026-Q2 |
| Mainsail Financial Group, LLC trimmed | 62,540 | $1M | 0.7% | 2026-Q2 |
| Rothschild Wealth LLC | 62,524 | $1M | 0.7% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC trimmed | 59,548 | $1M | 0.7% | 2026-Q2 |
| WealthBridge Capital Management, LLC added | 57,274 | $1M | 0.6% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 55,032 | $1M | 0.6% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 48,882 | $980K | 0.6% | 2026-Q2 |
| Prospera Financial Services Inc added | 45,907 | $921K | 0.5% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 45,571 | $914K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 44,651 | $895K | 0.5% | 2026-Q2 |
| MCDONALD PARTNERS LLC | 42,500 | $852K | 0.5% | 2026-Q2 |
| Occidental Asset Management, LLC added | 41,526 | $833K | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 39,887 | $800K | 0.5% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 35,742 | $717K | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 35,427 | $710K | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 28,571 | $573K | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 27,975 | $561K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 26,411 | $530K | 0.3% | 2026-Q2 |
| Norris Financial Group, LLC trimmed | 24,715 | $496K | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 23,513 | $472K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 22,384 | $449K | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 20,515 | $411K | 0.2% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 20,148 | $404K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 19,864 | $398K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 19,500 | $391K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 19,031 | $382K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 18,860 | $378K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 18,736 | $376K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC | 16,972 | $340K | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 14,751 | $296K | 0.2% | 2026-Q2 |
| World Investment Advisors | 14,294 | $287K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. | 14,079 | $282K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 13,452 | $270K | 0.2% | 2026-Q2 |
| XML Financial, LLC trimmed | 11,618 | $233K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 11,046 | $222K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 10,509 | $211K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 9,111 | $183K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 7,894 | $158K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 7,600 | $152K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,945 | $139K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 6,763 | $136K | 0.1% | 2026-Q2 |
| TD Capital Management LLC | 6,157 | $123K | 0.1% | 2026-Q2 |
| Tidemark, LLC | 4,000 | $80K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 2,821 | $57K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 2,689 | $54K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 1,618 | $32K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,552 | $31K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,200 | $24K | 0.0% | 2026-Q2 |
| IMG Wealth Management, Inc. trimmed | 769 | $15K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 505 | $10K | 0.0% | 2026-Q2 |
| VIMA LLC new | 436 | $9K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 385 | $8K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 231 | $5K | 0.0% | 2026-Q2 |
| REAP Financial Group, LLC | 179 | $4K | 0.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. new | 109,973 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 92,150 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 92,148 | $2M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 66,445 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 54,794 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 41,537 | $833K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,797 | $718K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| TRANSCEND CAPITAL ADVISORS, LLC added | 32,386 | $649K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Security Financial Services, INC. added | 27,413 | $550K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC trimmed | 19,012 | $382K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| STEPHENS INC /AR/ | 41,611 | $835K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Westside Investment Management, Inc. | 30,000 | $602K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 18,147 | $364K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 124,125 | $2M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| Bleakley Financial Group, LLC new | 57,209 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Uniting Wealth Partners, LLC new | 41,431 | $833K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Modern Wealth Management, LLC trimmed | 32,913 | $662K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| CRUX WEALTH ADVISORS added | 24,060 | $484K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Sigma Planning Corp trimmed | 23,352 | $469K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Siligmueller & Norvid Wealth Advisors LLC trimmed | 65,724 | $1M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| US BANCORP \DE\ new | 16,919 | $340K | 0.2% | 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.