FMB

—

not in universe+ Compare Tear sheet →

$50.39

-0.07 (-0.14%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

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

295 holders

% of shares outstanding held

—

Shares held (13F)

29,947,749

Reporting holders

295

Top holders

largest 100 of 295 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,340,2193.3M	$169M	—	ADD 13%
2	WELLS FARGO & COMPANY/MN	2,428,7412.4M	$123M	—	—
3	LPL Financial LLC	2,328,6602.3M	$118M	—	—
4	BANK OF AMERICA CORP /DE/	2,046,7942.0M	$104M	—	ADD 12%
5	UBS Group AG	1,904,0951.9M	$96M	—	ADD 4%
6	RAYMOND JAMES FINANCIAL INC	1,224,3171.2M	$62M	—	ADD 3%
7	Avantax Planning Partners, Inc.	842,907842,907	$43M	—	—
8	OSAIC HOLDINGS, INC.	786,032786,032	$40M	—	—
9	OneDigital Investment Advisors LLC	744,427744,427	$38M	—	ADD 29%
10	Janney Montgomery Scott LLC	468,362468,362	$24M	—	ADD 11%
11	TRUIST FINANCIAL CORP	430,414430,414	$22M	—	ADD 5%
12	Cetera Investment Advisers	418,100418,100	$21M	—	ADD 2%
13	ROYAL BANK OF CANADA	416,337416,337	$21M	—	TRIM -10%
14	COMMONWEALTH EQUITY SERVICES, LLC	348,146348,146	$18M	—	—
15	RMR Wealth Builders	333,050333,050	$17M	—	ADD 5%
16	ENVESTNET ASSET MANAGEMENT INC	323,948323,948	$16M	—	ADD 8%
17	Rockefeller Capital Management L.P.	318,032318,032	$16M	—	ADD 7%
18	Cambridge Investment Research Advisors, Inc.	300,472300,472	$15M	—	ADD 32%
19	STIFEL FINANCIAL CORP	297,670297,670	$15M	—	ADD 3%
20	True Blue Financial, LLC	269,428269,428	$14M	—	ADD 9%
21	Composition Wealth, LLC	253,946253,946	$13M	—	TRIM -78%
22	GM Advisory Group, LLC	240,580240,580	$12M	—	—
23	Independent Advisor Alliance	234,268234,268	$12M	—	NEW
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	223,552223,552	$11M	—	ADD 6%
25	JONES FINANCIAL COMPANIES LLLP	223,781223,781	$11M	—	ADD 25%
26	Frisch Financial Group, Inc.	220,140220,140	$11M	—	TRIM -26%
27	Bank of New York Mellon Corp	185,709185,709	$9M	—	—
28	MOTCO	185,023185,023	$9M	—	—
29	HighTower Advisors, LLC	178,118178,118	$9M	—	ADD 168%
30	Thrivent Financial for Lutherans	159,105159,105	$8M	—	ADD 8%
31	ERn Financial, LLC	152,273152,273	$8M	—	TRIM -4%
32	Kestra Advisory Services, LLC	151,964151,964	$8M	—	ADD 5%
33	CITIGROUP INC	151,748151,748	$8M	—	TRIM -19%
34	JOURNEY STRATEGIC WEALTH LLC	146,105146,105	$7M	—	ADD 4%
35	First Heartland Consultants, Inc.	145,146145,146	$7M	—	ADD 11%
36	Sequoia Financial Advisors, LLC	141,120141,120	$7M	—	TRIM -9%
37	BCGM Wealth Management, LLC	138,020138,020	$7M	—	ADD 13%
38	Focus Partners Advisor Solutions, LLC	135,459135,459	$7M	—	NEW
39	HighPoint Advisor Group LLC	133,877133,877	$7M	—	TRIM -11%
40	FOSTER & MOTLEY INC	127,437127,437	$6M	—	ADD 17%
41	CWA Asset Management Group, LLC	126,749126,749	$6M	—	TRIM -5%
42	CWM, LLC	123,047123,047	$6M	—	TRIM -7%
43	Blackhawk Capital Partners, LLC	114,133114,133	$6M	—	ADD 53%
44	Steward Partners Investment Advisory, LLC	108,710108,710	$6M	—	ADD 173%
45	Private Advisor Group, LLC	108,429108,429	$5M	—	ADD 6%
46	Sanctuary Advisors, LLC	103,233103,233	$5M	—	—
47	Brady Martz Wealth Solutions, LLC	100,042100,042	$5M	—	—
48	Gateway Wealth Partners, LLC	97,52497,524	$5M	—	ADD 98%
49	Summit Financial, LLC	96,88496,884	$5M	—	TRIM -3%
50	MGO ONE SEVEN LLC	96,74096,740	$5M	—	ADD 12%
51	Equitable Holdings, Inc.	93,63793,637	$5M	—	ADD 11%
52	JPMORGAN CHASE & CO	94,35694,356	$5M	—	ADD 9%
53	MML INVESTORS SERVICES, LLC	92,75992,759	$5M	—	TRIM -13%
54	JANE STREET GROUP, LLC	91,78691,786	$5M	—	TRIM -54%
55	Allworth Financial LP	88,79488,794	$4M	—	ADD 5%
56	FSB PREMIER WEALTH MANAGEMENT, INC.	87,19487,194	$4M	—	ADD 4%
57	NewEdge Advisors, LLC	348,652348,652	$4M	—	TRIM -14%
58	FIFTH THIRD BANCORP	86,92486,924	$4M	—	ADD 3414%
59	Etesian Wealth Advisors, Inc.	86,69886,698	$4M	—	ADD 4%
60	COUNTRY TRUST BANK	84,88784,887	$4M	—	ADD 7%
61	Magnus Financial Group LLC	84,02284,022	$4M	—	—
62	Prestige Wealth Management Group LLC	83,71283,712	$4M	—	ADD 13%
63	LAKE STREET PRIVATE WEALTH, LLC	83,50083,500	$4M	—	TRIM -7%
64	Advance Capital Management, Inc.	82,57182,571	$4M	—	ADD 28%
65	Investment Planning Advisors, Inc.	76,79576,795	$4M	—	ADD 2%
66	EdgeRock Capital LLC	76,36276,362	$4M	—	ADD 5%
67	Uniting Wealth Partners, LLC	74,66774,667	$4M	—	NEW
68	Arax Advisory Partners	74,09274,092	$4M	—	ADD 12%
69	Westside Investment Management, Inc.	72,95972,959	$4M	—	ADD 7%
70	Per Stirling Capital Management, LLC.	67,83767,837	$3M	—	ADD 6%
71	Mariner, LLC	67,48167,481	$3M	—	—
72	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	66,29366,293	$3M	—	ADD 246%
73	Landmark Wealth Management, LLC	66,47566,475	$3M	—	ADD 16%
74	Mutual Advisors, LLC	66,39466,394	$3M	—	ADD 9%
75	Seascape Capital Management	64,25064,250	$3M	—	—
76	ARKANSAS FINANCIAL GROUP, INC.	63,54663,546	$3M	—	TRIM -2%
77	Waverly Advisors, LLC	63,51963,519	$3M	—	ADD 35%
78	Hedeker Wealth, LLC	62,64462,644	$3M	—	ADD 183%
79	CITADEL ADVISORS LLC	61,32061,320	$3M	—	ADD 46%
80	WealthCare Investment Partners, LLC	58,43558,435	$3M	—	ADD 4%
81	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	56,52056,520	$3M	—	—
82	Prospera Financial Services Inc	56,03456,034	$3M	—	ADD 4%
83	Clearwater Capital Advisors, LLC	54,62754,627	$3M	—	—
84	INSPIRION WEALTH ADVISORS, LLC	51,93851,938	$3M	—	TRIM -8%
85	ABLE Financial Group, LLC	51,31251,312	$3M	—	ADD 2%
86	SENTINEL PENSION ADVISORS, LLC	51,03851,038	$3M	—	TRIM -5%
87	Baird Financial Group, Inc.	49,03349,033	$2M	—	ADD 23%
88	HARBOUR INVESTMENTS, INC.	46,23746,237	$2M	—	ADD 61%
89	Golden State Wealth Management, LLC	44,92544,925	$2M	—	TRIM -13%
90	ARWA LLC	43,53243,532	$2M	—	ADD 234%
91	Western Wealth Management, LLC	43,97143,971	$2M	—	ADD 10%
92	Logan Stone Capital, LLC	43,10643,106	$2M	—	NEW
93	Heck Capital Advisors, LLC	42,66342,663	$2M	—	ADD 16%
94	HFG Wealth Management, LLC	41,07241,072	$2M	—	ADD 16%
95	Creative Planning	40,15040,150	$2M	—	TRIM -4%
96	PRINCIPAL SECURITIES, INC.	38,04138,041	$2M	—	ADD 3%
97	D.A. DAVIDSON & CO.	37,92637,926	$2M	—	ADD 8%
98	ELEVATION POINT WEALTH PARTNERS, LLC	37,85237,852	$2M	—	ADD 24%
99	Vestmark Advisory Solutions, Inc.	37,85237,852	$2M	—	ADD 24%
100	Merit Financial Group, LLC	37,12537,125	$2M	—	ADD 21%

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

MORGAN STANLEY

3.1M

3.0M

3.1M

3.0M

2.9M

3.3M

$169M

WELLS FARGO & COMPANY/MN

2.4M

2.7M

2.6M

2.5M

2.4M

$123M

LPL Financial LLC

2.1M

2.2M

2.0M

2.1M

2.3M

$118M

BANK OF AMERICA CORP /DE/

1.7M

1.9M

1.7M

1.8M

2.0M

$104M

UBS Group AG

1.7M

1.8M

1.9M

$96M

RAYMOND JAMES FINANCIAL INC

1.2M

1.1M

1.2M

$62M

Avantax Planning Partners, Inc.

650K

639K

836K

900K

854K

843K

$43M

OSAIC HOLDINGS, INC.

287K

495K

453K

856K

798K

786K

$40M

OneDigital Investment Advisors LLC

436K

426K

554K

558K

579K

744K

$38M

Janney Montgomery Scott LLC

308K

322K

337K

374K

421K

468K

$24M

TRUIST FINANCIAL CORP

320K

327K

371K

419K

411K

430K

$22M

Cetera Investment Advisers

226K

223K

257K

399K

410K

418K

$21M

ROYAL BANK OF CANADA

611K

620K

1.2M

559K

461K

416K

$21M

COMMONWEALTH EQUITY SERVICES, LLC

309K

384K

390K

380K

350K

348K

$18M

RMR Wealth Builders

284K

328K

350K

382K

316K

333K

$17M

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	295	29,947,749	—	$1.5B
2025-Q4	306	29,367,998	—	$1.5B
2025-Q3	281	28,437,569	—	$1.4B
2025-Q2	297	29,824,141	—	$1.5B
2025-Q1	303	30,809,675	—	$1.6B
2024-Q4	309	29,739,046	—	$1.5B
2024-Q3	300	30,248,476

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 FMB · 2026-Q1 methodology → sources →

295 holders

% of shares outstanding held

—

Shares held (13F)

29,947,749

Reporting holders

295

Top holders

largest 100 of 295 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,340,2193.3M	$169M	—	ADD 13%
2	WELLS FARGO & COMPANY/MN	2,428,7412.4M	$123M	—	—
3	LPL Financial LLC	2,328,6602.3M	$118M	—	—
4	BANK OF AMERICA CORP /DE/	2,046,7942.0M	$104M	—	ADD 12%
5	UBS Group AG	1,904,0951.9M	$96M	—	ADD 4%
6	RAYMOND JAMES FINANCIAL INC	1,224,3171.2M	$62M	—	ADD 3%
7	Avantax Planning Partners, Inc.	842,907842,907	$43M	—	—
8	OSAIC HOLDINGS, INC.	786,032786,032	$40M	—	—
9	OneDigital Investment Advisors LLC	744,427744,427	$38M	—	ADD 29%
10	Janney Montgomery Scott LLC	468,362468,362	$24M	—	ADD 11%
11	TRUIST FINANCIAL CORP	430,414430,414	$22M	—	ADD 5%
12	Cetera Investment Advisers	418,100418,100	$21M	—	ADD 2%
13	ROYAL BANK OF CANADA	416,337416,337	$21M	—	TRIM -10%
14	COMMONWEALTH EQUITY SERVICES, LLC	348,146348,146	$18M	—	—
15	RMR Wealth Builders	333,050333,050	$17M	—	ADD 5%
16	ENVESTNET ASSET MANAGEMENT INC	323,948323,948	$16M	—	ADD 8%
17	Rockefeller Capital Management L.P.	318,032318,032	$16M	—	ADD 7%
18	Cambridge Investment Research Advisors, Inc.	300,472300,472	$15M	—	ADD 32%
19	STIFEL FINANCIAL CORP	297,670297,670	$15M	—	ADD 3%
20	True Blue Financial, LLC	269,428269,428	$14M	—	ADD 9%
21	Composition Wealth, LLC	253,946253,946	$13M	—	TRIM -78%
22	GM Advisory Group, LLC	240,580240,580	$12M	—	—
23	Independent Advisor Alliance	234,268234,268	$12M	—	NEW
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	223,552223,552	$11M	—	ADD 6%
25	JONES FINANCIAL COMPANIES LLLP	223,781223,781	$11M	—	ADD 25%
26	Frisch Financial Group, Inc.	220,140220,140	$11M	—	TRIM -26%
27	Bank of New York Mellon Corp	185,709185,709	$9M	—	—
28	MOTCO	185,023185,023	$9M	—	—
29	HighTower Advisors, LLC	178,118178,118	$9M	—	ADD 168%
30	Thrivent Financial for Lutherans	159,105159,105	$8M	—	ADD 8%
31	ERn Financial, LLC	152,273152,273	$8M	—	TRIM -4%
32	Kestra Advisory Services, LLC	151,964151,964	$8M	—	ADD 5%
33	CITIGROUP INC	151,748151,748	$8M	—	TRIM -19%
34	JOURNEY STRATEGIC WEALTH LLC	146,105146,105	$7M	—	ADD 4%
35	First Heartland Consultants, Inc.	145,146145,146	$7M	—	ADD 11%
36	Sequoia Financial Advisors, LLC	141,120141,120	$7M	—	TRIM -9%
37	BCGM Wealth Management, LLC	138,020138,020	$7M	—	ADD 13%
38	Focus Partners Advisor Solutions, LLC	135,459135,459	$7M	—	NEW
39	HighPoint Advisor Group LLC	133,877133,877	$7M	—	TRIM -11%
40	FOSTER & MOTLEY INC	127,437127,437	$6M	—	ADD 17%
41	CWA Asset Management Group, LLC	126,749126,749	$6M	—	TRIM -5%
42	CWM, LLC	123,047123,047	$6M	—	TRIM -7%
43	Blackhawk Capital Partners, LLC	114,133114,133	$6M	—	ADD 53%
44	Steward Partners Investment Advisory, LLC	108,710108,710	$6M	—	ADD 173%
45	Private Advisor Group, LLC	108,429108,429	$5M	—	ADD 6%
46	Sanctuary Advisors, LLC	103,233103,233	$5M	—	—
47	Brady Martz Wealth Solutions, LLC	100,042100,042	$5M	—	—
48	Gateway Wealth Partners, LLC	97,52497,524	$5M	—	ADD 98%
49	Summit Financial, LLC	96,88496,884	$5M	—	TRIM -3%
50	MGO ONE SEVEN LLC	96,74096,740	$5M	—	ADD 12%
51	Equitable Holdings, Inc.	93,63793,637	$5M	—	ADD 11%
52	JPMORGAN CHASE & CO	94,35694,356	$5M	—	ADD 9%
53	MML INVESTORS SERVICES, LLC	92,75992,759	$5M	—	TRIM -13%
54	JANE STREET GROUP, LLC	91,78691,786	$5M	—	TRIM -54%
55	Allworth Financial LP	88,79488,794	$4M	—	ADD 5%
56	FSB PREMIER WEALTH MANAGEMENT, INC.	87,19487,194	$4M	—	ADD 4%
57	NewEdge Advisors, LLC	348,652348,652	$4M	—	TRIM -14%
58	FIFTH THIRD BANCORP	86,92486,924	$4M	—	ADD 3414%
59	Etesian Wealth Advisors, Inc.	86,69886,698	$4M	—	ADD 4%
60	COUNTRY TRUST BANK	84,88784,887	$4M	—	ADD 7%
61	Magnus Financial Group LLC	84,02284,022	$4M	—	—
62	Prestige Wealth Management Group LLC	83,71283,712	$4M	—	ADD 13%
63	LAKE STREET PRIVATE WEALTH, LLC	83,50083,500	$4M	—	TRIM -7%
64	Advance Capital Management, Inc.	82,57182,571	$4M	—	ADD 28%
65	Investment Planning Advisors, Inc.	76,79576,795	$4M	—	ADD 2%
66	EdgeRock Capital LLC	76,36276,362	$4M	—	ADD 5%
67	Uniting Wealth Partners, LLC	74,66774,667	$4M	—	NEW
68	Arax Advisory Partners	74,09274,092	$4M	—	ADD 12%
69	Westside Investment Management, Inc.	72,95972,959	$4M	—	ADD 7%
70	Per Stirling Capital Management, LLC.	67,83767,837	$3M	—	ADD 6%
71	Mariner, LLC	67,48167,481	$3M	—	—
72	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	66,29366,293	$3M	—	ADD 246%
73	Landmark Wealth Management, LLC	66,47566,475	$3M	—	ADD 16%
74	Mutual Advisors, LLC	66,39466,394	$3M	—	ADD 9%
75	Seascape Capital Management	64,25064,250	$3M	—	—
76	ARKANSAS FINANCIAL GROUP, INC.	63,54663,546	$3M	—	TRIM -2%
77	Waverly Advisors, LLC	63,51963,519	$3M	—	ADD 35%
78	Hedeker Wealth, LLC	62,64462,644	$3M	—	ADD 183%
79	CITADEL ADVISORS LLC	61,32061,320	$3M	—	ADD 46%
80	WealthCare Investment Partners, LLC	58,43558,435	$3M	—	ADD 4%
81	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	56,52056,520	$3M	—	—
82	Prospera Financial Services Inc	56,03456,034	$3M	—	ADD 4%
83	Clearwater Capital Advisors, LLC	54,62754,627	$3M	—	—
84	INSPIRION WEALTH ADVISORS, LLC	51,93851,938	$3M	—	TRIM -8%
85	ABLE Financial Group, LLC	51,31251,312	$3M	—	ADD 2%
86	SENTINEL PENSION ADVISORS, LLC	51,03851,038	$3M	—	TRIM -5%
87	Baird Financial Group, Inc.	49,03349,033	$2M	—	ADD 23%
88	HARBOUR INVESTMENTS, INC.	46,23746,237	$2M	—	ADD 61%
89	Golden State Wealth Management, LLC	44,92544,925	$2M	—	TRIM -13%
90	ARWA LLC	43,53243,532	$2M	—	ADD 234%
91	Western Wealth Management, LLC	43,97143,971	$2M	—	ADD 10%
92	Logan Stone Capital, LLC	43,10643,106	$2M	—	NEW
93	Heck Capital Advisors, LLC	42,66342,663	$2M	—	ADD 16%
94	HFG Wealth Management, LLC	41,07241,072	$2M	—	ADD 16%
95	Creative Planning	40,15040,150	$2M	—	TRIM -4%
96	PRINCIPAL SECURITIES, INC.	38,04138,041	$2M	—	ADD 3%
97	D.A. DAVIDSON & CO.	37,92637,926	$2M	—	ADD 8%
98	ELEVATION POINT WEALTH PARTNERS, LLC	37,85237,852	$2M	—	ADD 24%
99	Vestmark Advisory Solutions, Inc.	37,85237,852	$2M	—	ADD 24%
100	Merit Financial Group, LLC	37,12537,125	$2M	—	ADD 21%

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

MORGAN STANLEY

3.1M

3.0M

3.1M

3.0M

2.9M

3.3M

$169M

WELLS FARGO & COMPANY/MN

2.4M

2.7M

2.6M

2.5M

2.4M

$123M

LPL Financial LLC

2.1M

2.2M

2.0M

2.1M

2.3M

$118M

BANK OF AMERICA CORP /DE/

1.7M

1.9M

1.7M

1.8M

2.0M

$104M

UBS Group AG

1.7M

1.8M

1.9M

$96M

RAYMOND JAMES FINANCIAL INC

1.2M

1.1M

1.2M

$62M

Avantax Planning Partners, Inc.

650K

639K

836K

900K

854K

843K

$43M

OSAIC HOLDINGS, INC.

287K

495K

453K

856K

798K

786K

$40M

OneDigital Investment Advisors LLC

436K

426K

554K

558K

579K

744K

$38M

Janney Montgomery Scott LLC

308K

322K

337K

374K

421K

468K

$24M

TRUIST FINANCIAL CORP

320K

327K

371K

419K

411K

430K

$22M

Cetera Investment Advisers

226K

223K

257K

399K

410K

418K

$21M

ROYAL BANK OF CANADA

611K

620K

1.2M

559K

461K

416K

$21M

COMMONWEALTH EQUITY SERVICES, LLC

309K

384K

390K

380K

350K

348K

$18M

RMR Wealth Builders

284K

328K

350K

382K

316K

333K

$17M

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	295	29,947,749	—	$1.5B
2025-Q4	306	29,367,998	—	$1.5B
2025-Q3	281	28,437,569	—	$1.4B
2025-Q2	297	29,824,141	—	$1.5B
2025-Q1	303	30,809,675	—	$1.6B
2024-Q4	309	29,739,046	—	$1.5B
2024-Q3	300	30,248,476

Short interest has its own tab now — open SI →

FMB☆

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

Top holders

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

Institutional footprint by quarter

FMB