FMAR

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$52.38

+0.02 (+0.04%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding FMAR · 2026-Q1 methodology → sources →

131 holders

% of shares outstanding held

—

Shares held (13F)

4,743,993

Reporting holders

131

Top holders

largest 100 of 131 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	613,429613,429	$30M	—	ADD 155%
2	Cetera Investment Advisers	382,322382,322	$19M	—	ADD 96%
3	ASSETMARK, INC	289,680289,680	$14M	—	ADD 7%
4	RAYMOND JAMES FINANCIAL INC	221,221221,221	$11M	—	TRIM -6%
5	COMMONWEALTH EQUITY SERVICES, LLC	208,370208,370	$10M	—	ADD 58%
6	LPL Financial LLC	207,367207,367	$10M	—	ADD 75%
7	Rockefeller Capital Management L.P.	206,118206,118	$10M	—	ADD 97%
8	Atria Investments, Inc	155,667155,667	$8M	—	NEW
9	REAP Financial Group, LLC	143,113143,113	$7M	—	ADD 12%
10	Keystone Wealth Services, LLC	107,002107,002	$5M	—	NEW
11	Kestra Advisory Services, LLC	106,937106,937	$5M	—	ADD 28%
12	OSAIC HOLDINGS, INC.	95,46195,461	$5M	—	ADD 21%
13	BAM Wealth Management, LLC	92,57392,573	$4M	—	NEW
14	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	92,50792,507	$4M	—	—
15	STEPHENS INC /AR/	92,16792,167	$4M	—	TRIM -61%
16	HARBOUR INVESTMENTS, INC.	90,69790,697	$4M	—	ADD 13%
17	Cambridge Investment Research Advisors, Inc.	80,66180,661	$4M	—	—
18	MML INVESTORS SERVICES, LLC	78,25278,252	$4M	—	ADD 15%
19	CreativeOne Wealth, LLC	71,65871,658	$3M	—	ADD 339%
20	Clear Creek Financial Management, LLC	63,36663,366	$3M	—	TRIM -6%
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	54,65454,654	$3M	—	ADD 131%
22	CWM, LLC	52,29252,292	$3M	—	TRIM -39%
23	TRUIST FINANCIAL CORP	51,73751,737	$3M	—	ADD 11%
24	Faithward Advisors, LLC	46,31746,317	$2M	—	TRIM -3%
25	Integrity Financial Corp /WA	45,67645,676	$2M	—	TRIM -5%
26	Concurrent Investment Advisors, LLC	39,41539,415	$2M	—	ADD 173%
27	ROYAL BANK OF CANADA	37,63537,635	$2M	—	—
28	Fragasso Financial Advisors Inc	35,29335,293	$2M	—	ADD 261%
29	RiverTree Advisors, LLC	33,78433,784	$2M	—	ADD 17%
30	Sloy Dahl & Holst, LLC	33,00033,000	$2M	—	—
31	FOUNDERS FINANCIAL SECURITIES LLC	30,59130,591	$2M	—	ADD 9%
32	1776 Wealth LLC	29,57329,573	$1M	—	ADD 7%
33	McKinley Carter Wealth Services, Inc.	29,52729,527	$1M	—	ADD 10%
34	FWG Investments, LLC.	26,92126,921	$1M	—	—
35	Brookstone Capital Management	25,57325,573	$1M	—	ADD 128%
36	Paragon Private Wealth Management, LLC	21,83221,832	$1M	—	—
37	VestGen Advisors, LLC	20,44020,440	$1M	—	NEW
38	Ignite Planners, LLC	19,53819,538	$947,397	—	ADD 2%
39	FSB PREMIER WEALTH MANAGEMENT, INC.	19,33619,336	$937,603	—	TRIM -7%
40	VestGen Investment Management	19,17119,171	$929,602	—	NEW
41	PNC FINANCIAL SERVICES GROUP, INC.	19,04619,046	$923,541	—	ADD 47%
42	OPPENHEIMER & CO INC	18,55118,551	$899,538	—	TRIM -29%
43	AE Wealth Management LLC	17,91617,916	$868,747	—	—
44	MGO ONE SEVEN LLC	17,52417,524	$849,739	—	TRIM -18%
45	Harvest Investment Services, LLC	17,04517,045	$826,512	—	—
46	Gallagher Fiduciary Advisors, LLC	16,11216,112	$781,271	—	NEW
47	RFG Advisory, LLC	16,10416,104	$780,883	—	ADD 11%
48	OLD MISSION CAPITAL LLC	15,55515,555	$754,261	—	TRIM -52%
49	OneDigital Investment Advisors LLC	15,54715,547	$753,874	—	—
50	CENTAURUS FINANCIAL, INC.	15,44415,444	$749,000	—	ADD 143%
51	CoreCap Advisors, LLC	15,20315,203	$737,193	—	—
52	Signal Advisors Wealth, LLC	15,12215,122	$733,266	—	NEW
53	KESTRA PRIVATE WEALTH SERVICES, LLC	14,66514,665	$711,106	—	—
54	JANE STREET GROUP, LLC	13,80613,806	$669,453	—	NEW
55	Legacy Private Trust Co.	13,24813,248	$642,395	—	—
56	StoneX Group Inc.	12,70412,704	$616,017	—	TRIM -70%
57	Beacon Pointe Advisors, LLC	12,30012,300	$596,427	—	—
58	Bleakley Financial Group, LLC	12,14912,149	$589,105	—	NEW
59	Mariner, LLC	11,93211,932	$578,582	—	TRIM -5%
60	WORLD EQUITY GROUP, INC.	11,78911,789	$571,651	—	NEW
61	Keating Financial Advisory Services, Inc.	11,31011,310	$548,422	—	ADD 9%
62	Sanctuary Advisors, LLC	10,91510,915	$529,268	—	ADD 42%
63	Mutual Advisors, LLC	10,69610,696	$518,633	—	ADD 72%
64	Castleview Partners, LLC	10,60910,609	$514,430	—	—
65	Ameritas Advisory Services, LLC	10,22110,221	$495,616	—	ADD 5%
66	Goldenstone Wealth Management LLC	9,8709,870	$478,596	—	—
67	SILVER OAK SECURITIES, INCORPORATED	9,6759,675	$469,141	—	ADD 4%
68	Accel Wealth Management	9,2409,240	$448,048	—	NEW
69	UNITED CAPITAL FINANCIAL ADVISORS, LLC	8,8258,825	$427,483	—	NEW
70	Cresset Asset Management, LLC	8,6868,686	$421,184	—	—
71	TFB Advisors LLC	8,6118,611	$417,547	—	TRIM -51%
72	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,4288,428	$411,413	—	TRIM -42%
73	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8,1108,110	$393,254	—	TRIM -46%
74	LEGACY SOLUTIONS, LLC	7,6317,631	$370,027	—	ADD 7%
75	PRINCIPAL SECURITIES, INC.	7,5437,543	$365,760	—	—
76	Apollon Wealth Management, LLC	7,5387,538	$365,518	—	ADD 45%
77	DHJJ Financial Advisors, Ltd.	7,3987,398	$358,730	—	TRIM -3%
78	NOVEM GROUP	7,1987,198	$349,031	—	—
79	Prospera Financial Services Inc	7,1887,188	$348,541	—	ADD 32%
80	Outlook Wealth Advisors, LLC	7,1827,182	$348,255	—	TRIM -96%
81	Gateway Wealth Partners, LLC	7,1357,135	$345,973	—	NEW
82	KINGSWOOD WEALTH ADVISORS, LLC	7,1037,103	$344,424	—	—
83	SOA Wealth Advisors, LLC.	7,0747,074	$343,039	—	TRIM -20%
84	Merit Financial Group, LLC	6,9436,943	$336,666	—	NEW
85	Orion Porfolio Solutions, LLC	6,5016,501	$315,233	—	NEW
86	Sowell Financial Services LLC	6,4726,472	$313,846	—	TRIM -6%
87	INSIGNEO ADVISORY SERVICES, LLC	6,2466,246	$302,869	—	TRIM -24%
88	Sunbelt Securities, Inc.	6,2096,209	$301,074	—	ADD 38%
89	Bison Wealth, LLC	5,8005,800	$299,996	—	—
90	HighTower Advisors, LLC	6,1156,115	$296,516	—	NEW
91	WEDBUSH SECURITIES INC	5,9855,985	$290,000	—	—
92	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	5,8805,880	$285,121	—	—
93	Plotkin Financial Advisors, LLC	5,8685,868	$284,539	—	—
94	Buck Wealth Strategies, LLC	5,8215,821	$282,260	—	—
95	Steward Partners Investment Advisory, LLC	5,8105,810	$281,727	—	—
96	Pitti Group Wealth Management, LLC	5,4325,432	$263,398	—	—
97	Grantvest Financial Group LLC	5,3565,356	$259,712	—	TRIM -24%
98	Pacific Excel Wealth Advisors, Inc.	5,2765,276	$255,831	—	NEW
99	Envestnet Portfolio Solutions, Inc.	5,2425,242	$254,185	—	NEW
100	BEACON FINANCIAL GROUP	5,1525,152	$249,820	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

204K

203K

222K

229K

241K

613K

$30M

Cetera Investment Advisers

114K

191K

176K

183K

195K

382K

$19M

ASSETMARK, INC

112K

155K

205K

234K

271K

290K

$14M

RAYMOND JAMES FINANCIAL INC

259K

264K

260K

246K

236K

221K

$11M

COMMONWEALTH EQUITY SERVICES, LLC

161K

133K

154K

137K

132K

208K

$10M

LPL Financial LLC

63K

66K

96K

114K

119K

207K

$10M

Rockefeller Capital Management L.P.

24K

47K

23K

105K

206K

$10M

Atria Investments, Inc

—

156K

$8M

REAP Financial Group, LLC

105K

109K

122K

129K

127K

143K

$7M

Keystone Wealth Services, LLC

116K

122K

127K

120K

—

107K

$5M

Kestra Advisory Services, LLC

94K

91K

100K

85K

83K

107K

$5M

OSAIC HOLDINGS, INC.

121K

109K

131K

79K

95K

$5M

BAM Wealth Management, LLC

—

93K

$4M

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

98K

99K

101K

100K

93K

$4M

STEPHENS INC /AR/

120K

136K

328K

324K

235K

92K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	131	4,743,993	—	$229M
2025-Q4	115	3,739,575	—	$177M
2025-Q3	114	4,070,251	—	$189M
2025-Q2	125	5,865,612	—	$263M
2025-Q1	118	4,326,541	—	$183M
2024-Q4	127	4,397,506	—	$190M
2024-Q3	119	6,715,371	—	$284M
2024-Q2	119	7,261,443	—	$283M
2024-Q1	89	4,900,333	—	$192M
2023-Q4	66	2,167,584	—	$82M
2023-Q3	68	2,163,480

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding FMAR · 2026-Q1 methodology → sources →

131 holders

% of shares outstanding held

—

Shares held (13F)

4,743,993

Reporting holders

131

Top holders

largest 100 of 131 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	613,429613,429	$30M	—	ADD 155%
2	Cetera Investment Advisers	382,322382,322	$19M	—	ADD 96%
3	ASSETMARK, INC	289,680289,680	$14M	—	ADD 7%
4	RAYMOND JAMES FINANCIAL INC	221,221221,221	$11M	—	TRIM -6%
5	COMMONWEALTH EQUITY SERVICES, LLC	208,370208,370	$10M	—	ADD 58%
6	LPL Financial LLC	207,367207,367	$10M	—	ADD 75%
7	Rockefeller Capital Management L.P.	206,118206,118	$10M	—	ADD 97%
8	Atria Investments, Inc	155,667155,667	$8M	—	NEW
9	REAP Financial Group, LLC	143,113143,113	$7M	—	ADD 12%
10	Keystone Wealth Services, LLC	107,002107,002	$5M	—	NEW
11	Kestra Advisory Services, LLC	106,937106,937	$5M	—	ADD 28%
12	OSAIC HOLDINGS, INC.	95,46195,461	$5M	—	ADD 21%
13	BAM Wealth Management, LLC	92,57392,573	$4M	—	NEW
14	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	92,50792,507	$4M	—	—
15	STEPHENS INC /AR/	92,16792,167	$4M	—	TRIM -61%
16	HARBOUR INVESTMENTS, INC.	90,69790,697	$4M	—	ADD 13%
17	Cambridge Investment Research Advisors, Inc.	80,66180,661	$4M	—	—
18	MML INVESTORS SERVICES, LLC	78,25278,252	$4M	—	ADD 15%
19	CreativeOne Wealth, LLC	71,65871,658	$3M	—	ADD 339%
20	Clear Creek Financial Management, LLC	63,36663,366	$3M	—	TRIM -6%
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	54,65454,654	$3M	—	ADD 131%
22	CWM, LLC	52,29252,292	$3M	—	TRIM -39%
23	TRUIST FINANCIAL CORP	51,73751,737	$3M	—	ADD 11%
24	Faithward Advisors, LLC	46,31746,317	$2M	—	TRIM -3%
25	Integrity Financial Corp /WA	45,67645,676	$2M	—	TRIM -5%
26	Concurrent Investment Advisors, LLC	39,41539,415	$2M	—	ADD 173%
27	ROYAL BANK OF CANADA	37,63537,635	$2M	—	—
28	Fragasso Financial Advisors Inc	35,29335,293	$2M	—	ADD 261%
29	RiverTree Advisors, LLC	33,78433,784	$2M	—	ADD 17%
30	Sloy Dahl & Holst, LLC	33,00033,000	$2M	—	—
31	FOUNDERS FINANCIAL SECURITIES LLC	30,59130,591	$2M	—	ADD 9%
32	1776 Wealth LLC	29,57329,573	$1M	—	ADD 7%
33	McKinley Carter Wealth Services, Inc.	29,52729,527	$1M	—	ADD 10%
34	FWG Investments, LLC.	26,92126,921	$1M	—	—
35	Brookstone Capital Management	25,57325,573	$1M	—	ADD 128%
36	Paragon Private Wealth Management, LLC	21,83221,832	$1M	—	—
37	VestGen Advisors, LLC	20,44020,440	$1M	—	NEW
38	Ignite Planners, LLC	19,53819,538	$947,397	—	ADD 2%
39	FSB PREMIER WEALTH MANAGEMENT, INC.	19,33619,336	$937,603	—	TRIM -7%
40	VestGen Investment Management	19,17119,171	$929,602	—	NEW
41	PNC FINANCIAL SERVICES GROUP, INC.	19,04619,046	$923,541	—	ADD 47%
42	OPPENHEIMER & CO INC	18,55118,551	$899,538	—	TRIM -29%
43	AE Wealth Management LLC	17,91617,916	$868,747	—	—
44	MGO ONE SEVEN LLC	17,52417,524	$849,739	—	TRIM -18%
45	Harvest Investment Services, LLC	17,04517,045	$826,512	—	—
46	Gallagher Fiduciary Advisors, LLC	16,11216,112	$781,271	—	NEW
47	RFG Advisory, LLC	16,10416,104	$780,883	—	ADD 11%
48	OLD MISSION CAPITAL LLC	15,55515,555	$754,261	—	TRIM -52%
49	OneDigital Investment Advisors LLC	15,54715,547	$753,874	—	—
50	CENTAURUS FINANCIAL, INC.	15,44415,444	$749,000	—	ADD 143%
51	CoreCap Advisors, LLC	15,20315,203	$737,193	—	—
52	Signal Advisors Wealth, LLC	15,12215,122	$733,266	—	NEW
53	KESTRA PRIVATE WEALTH SERVICES, LLC	14,66514,665	$711,106	—	—
54	JANE STREET GROUP, LLC	13,80613,806	$669,453	—	NEW
55	Legacy Private Trust Co.	13,24813,248	$642,395	—	—
56	StoneX Group Inc.	12,70412,704	$616,017	—	TRIM -70%
57	Beacon Pointe Advisors, LLC	12,30012,300	$596,427	—	—
58	Bleakley Financial Group, LLC	12,14912,149	$589,105	—	NEW
59	Mariner, LLC	11,93211,932	$578,582	—	TRIM -5%
60	WORLD EQUITY GROUP, INC.	11,78911,789	$571,651	—	NEW
61	Keating Financial Advisory Services, Inc.	11,31011,310	$548,422	—	ADD 9%
62	Sanctuary Advisors, LLC	10,91510,915	$529,268	—	ADD 42%
63	Mutual Advisors, LLC	10,69610,696	$518,633	—	ADD 72%
64	Castleview Partners, LLC	10,60910,609	$514,430	—	—
65	Ameritas Advisory Services, LLC	10,22110,221	$495,616	—	ADD 5%
66	Goldenstone Wealth Management LLC	9,8709,870	$478,596	—	—
67	SILVER OAK SECURITIES, INCORPORATED	9,6759,675	$469,141	—	ADD 4%
68	Accel Wealth Management	9,2409,240	$448,048	—	NEW
69	UNITED CAPITAL FINANCIAL ADVISORS, LLC	8,8258,825	$427,483	—	NEW
70	Cresset Asset Management, LLC	8,6868,686	$421,184	—	—
71	TFB Advisors LLC	8,6118,611	$417,547	—	TRIM -51%
72	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	8,4288,428	$411,413	—	TRIM -42%
73	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	8,1108,110	$393,254	—	TRIM -46%
74	LEGACY SOLUTIONS, LLC	7,6317,631	$370,027	—	ADD 7%
75	PRINCIPAL SECURITIES, INC.	7,5437,543	$365,760	—	—
76	Apollon Wealth Management, LLC	7,5387,538	$365,518	—	ADD 45%
77	DHJJ Financial Advisors, Ltd.	7,3987,398	$358,730	—	TRIM -3%
78	NOVEM GROUP	7,1987,198	$349,031	—	—
79	Prospera Financial Services Inc	7,1887,188	$348,541	—	ADD 32%
80	Outlook Wealth Advisors, LLC	7,1827,182	$348,255	—	TRIM -96%
81	Gateway Wealth Partners, LLC	7,1357,135	$345,973	—	NEW
82	KINGSWOOD WEALTH ADVISORS, LLC	7,1037,103	$344,424	—	—
83	SOA Wealth Advisors, LLC.	7,0747,074	$343,039	—	TRIM -20%
84	Merit Financial Group, LLC	6,9436,943	$336,666	—	NEW
85	Orion Porfolio Solutions, LLC	6,5016,501	$315,233	—	NEW
86	Sowell Financial Services LLC	6,4726,472	$313,846	—	TRIM -6%
87	INSIGNEO ADVISORY SERVICES, LLC	6,2466,246	$302,869	—	TRIM -24%
88	Sunbelt Securities, Inc.	6,2096,209	$301,074	—	ADD 38%
89	Bison Wealth, LLC	5,8005,800	$299,996	—	—
90	HighTower Advisors, LLC	6,1156,115	$296,516	—	NEW
91	WEDBUSH SECURITIES INC	5,9855,985	$290,000	—	—
92	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	5,8805,880	$285,121	—	—
93	Plotkin Financial Advisors, LLC	5,8685,868	$284,539	—	—
94	Buck Wealth Strategies, LLC	5,8215,821	$282,260	—	—
95	Steward Partners Investment Advisory, LLC	5,8105,810	$281,727	—	—
96	Pitti Group Wealth Management, LLC	5,4325,432	$263,398	—	—
97	Grantvest Financial Group LLC	5,3565,356	$259,712	—	TRIM -24%
98	Pacific Excel Wealth Advisors, Inc.	5,2765,276	$255,831	—	NEW
99	Envestnet Portfolio Solutions, Inc.	5,2425,242	$254,185	—	NEW
100	BEACON FINANCIAL GROUP	5,1525,152	$249,820	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

204K

203K

222K

229K

241K

613K

$30M

Cetera Investment Advisers

114K

191K

176K

183K

195K

382K

$19M

ASSETMARK, INC

112K

155K

205K

234K

271K

290K

$14M

RAYMOND JAMES FINANCIAL INC

259K

264K

260K

246K

236K

221K

$11M

COMMONWEALTH EQUITY SERVICES, LLC

161K

133K

154K

137K

132K

208K

$10M

LPL Financial LLC

63K

66K

96K

114K

119K

207K

$10M

Rockefeller Capital Management L.P.

24K

47K

23K

105K

206K

$10M

Atria Investments, Inc

—

156K

$8M

REAP Financial Group, LLC

105K

109K

122K

129K

127K

143K

$7M

Keystone Wealth Services, LLC

116K

122K

127K

120K

—

107K

$5M

Kestra Advisory Services, LLC

94K

91K

100K

85K

83K

107K

$5M

OSAIC HOLDINGS, INC.

121K

109K

131K

79K

95K

$5M

BAM Wealth Management, LLC

—

93K

$4M

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

98K

99K

101K

100K

93K

$4M

STEPHENS INC /AR/

120K

136K

328K

324K

235K

92K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	131	4,743,993	—	$229M
2025-Q4	115	3,739,575	—	$177M
2025-Q3	114	4,070,251	—	$189M
2025-Q2	125	5,865,612	—	$263M
2025-Q1	118	4,326,541	—	$183M
2024-Q4	127	4,397,506	—	$190M
2024-Q3	119	6,715,371	—	$284M
2024-Q2	119	7,261,443	—	$283M
2024-Q1	89	4,900,333	—	$192M
2023-Q4	66	2,167,584	—	$82M
2023-Q3	68	2,163,480

Short interest has its own tab now — open SI →

FMAR☆

Institutional ownership· 13F filers holding FMAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding FMAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

FMAR