FUMB

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$20.04

+0.01 (+0.05%)

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

88 holders

% of shares outstanding held

—

Shares held (13F)

7,890,234

Reporting holders

Top holders

largest 88 of 88 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	879,542879,542	$18M	—	ADD 16%
2	MORGAN STANLEY	661,210661,210	$13M	—	TRIM -8%
3	WELLS FARGO & COMPANY/MN	649,421649,421	$13M	—	TRIM -6%
4	XML Financial, LLC	526,024526,024	$11M	—	ADD 10%
5	ROYAL BANK OF CANADA	345,999345,999	$7M	—	—
6	COMMONWEALTH EQUITY SERVICES, LLC	291,453291,453	$6M	—	ADD 30%
7	RAYMOND JAMES FINANCIAL INC	276,925276,925	$6M	—	ADD 6%
8	JPMORGAN CHASE & CO	275,352275,352	$6M	—	ADD 15%
9	Gateway Wealth Partners, LLC	260,066260,066	$5M	—	ADD 107%
10	UBS Group AG	212,193212,193	$4M	—	—
11	OSAIC HOLDINGS, INC.	181,838181,838	$4M	—	TRIM -20%
12	J.W. COLE ADVISORS, INC.	153,634153,634	$3M	—	ADD 6%
13	KESTRA PRIVATE WEALTH SERVICES, LLC	148,742148,742	$3M	—	ADD 8%
14	Rockefeller Capital Management L.P.	130,394130,394	$3M	—	ADD 5%
15	Kestra Advisory Services, LLC	124,580124,580	$2M	—	ADD 16%
16	Baird Financial Group, Inc.	124,370124,370	$2M	—	ADD 6%
17	TRUIST FINANCIAL CORP	110,166110,166	$2M	—	TRIM -5%
18	Thomas J. Herzfeld Advisors, Inc.	109,973109,973	$2M	—	NEW
19	Insight Inv LLC	108,945108,945	$2M	—	TRIM -17%
20	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	99,45399,453	$2M	—	NEW
21	Mainsail Financial Group, LLC	95,29495,294	$2M	—	TRIM -11%
22	ENVESTNET ASSET MANAGEMENT INC	93,99293,992	$2M	—	—
23	Thrivent Financial for Lutherans	92,15092,150	$2M	—	ADD 4%
24	Cambridge Investment Research Advisors, Inc.	92,14892,148	$2M	—	TRIM -3%
25	Cetera Investment Advisers	91,93191,931	$2M	—	—
26	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	80,94180,941	$2M	—	TRIM -4%
27	Independent Advisor Alliance	66,44566,445	$1M	—	NEW
28	Sanctuary Advisors, LLC	65,04865,048	$1M	—	—
29	Rothschild Wealth LLC	62,52462,524	$1M	—	TRIM -3%
30	JANE STREET GROUP, LLC	58,09358,093	$1M	—	ADD 141%
31	Ashton Thomas Private Wealth, LLC	55,03255,032	$1M	—	TRIM -10%
32	OLD MISSION CAPITAL LLC	54,79454,794	$1M	—	NEW
33	WealthBridge Capital Management, LLC	54,76554,765	$1M	—	ADD 24%
34	INSPIRION WEALTH ADVISORS, LLC	53,88253,882	$1M	—	ADD 8%
35	Summit Financial, LLC	51,56151,561	$1M	—	TRIM -8%
36	JAMES INVESTMENT RESEARCH, INC.	45,57145,571	$913,699	—	TRIM -65%
37	Prospera Financial Services Inc	44,57044,570	$893,623	—	ADD 13%
38	Private Advisor Group, LLC	43,32443,324	$868,648	—	—
39	MCDONALD PARTNERS LLC	42,50042,500	$852,125	—	—
40	CITADEL ADVISORS LLC	41,53741,537	$832,817	—	ADD 144%
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP	35,79735,797	$717,730	—	NEW
42	NewEdge Advisors, LLC	250,744250,744	$707,126	—	TRIM -62%
43	TRANSCEND CAPITAL ADVISORS, LLC	32,38632,386	$649,348	—	ADD 159%
44	Meridian Wealth Management, LLC	30,90230,902	$619,585	—	TRIM -12%
45	Dynamic Advisor Solutions LLC	29,53729,537	$592,217	—	ADD 4%
46	Capital Investment Advisory Services, LLC	27,72527,725	$555,886	—	ADD 2%
47	Security Financial Services, INC.	27,41327,413	$549,631	—	—
48	Norris Financial Group, LLC	27,16527,165	$544,658	—	TRIM -22%
49	Concurrent Investment Advisors, LLC	26,06726,067	$522,643	—	—
50	Occidental Asset Management, LLC	25,14525,145	$504,157	—	—
51	HARBOUR INVESTMENTS, INC.	24,88424,884	$498,924	—	TRIM -56%
52	GOLDMAN SACHS GROUP INC	24,52724,527	$491,766	—	NEW
53	Envestnet Portfolio Solutions, Inc.	22,75522,755	$456,238	—	TRIM -37%
54	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	22,50022,500	$451,350	—	TRIM -6%
55	BENJAMIN EDWARDS INC	21,53521,535	$431,779	—	ADD 44%
56	MGO ONE SEVEN LLC	19,37519,375	$388,469	—	ADD 9%
57	Capital Analysts, LLC	19,01219,012	$382,000	—	TRIM -15%
58	STIFEL FINANCIAL CORP	18,87318,873	$378,405	—	TRIM -72%
59	Keating Financial Advisory Services, Inc.	17,12917,129	$343,436	—	ADD 13%
60	Advisory Services Network, LLC	16,97216,972	$340,282	—	ADD 20%
61	NewEdge Wealth, LLC	16,63916,639	$333,612	—	ADD 62%
62	GSG Advisors LLC	16,48516,485	$330,534	—	—
63	AE Wealth Management LLC	15,69415,694	$314,665	—	ADD 56%
64	Advyzon Investment Management, LLC	14,72214,722	$295,184	—	ADD 2%
65	World Investment Advisors	14,29414,294	$286,595	—	—
66	Schwallier Wealth Management LLC	14,10614,106	$282,831	—	TRIM -68%
67	Equitable Holdings, Inc.	14,07914,079	$282,425	—	—
68	RFG Advisory, LLC	12,10112,101	$242,630	—	ADD 14%
69	Parallel Advisors, LLC	10,76410,764	$215,818	—	NEW
70	MML INVESTORS SERVICES, LLC	10,23710,237	$205,258	—	TRIM -20%
71	Ascentis Independent Advisors	10,18610,186	$204,229	—	NEW
72	Total Clarity Wealth Management, Inc.	10,13910,139	$203,287	—	—
73	Farther Finance Advisors, LLC	10,10010,100	$202,606	—	TRIM -45%
74	FIFTH THIRD BANCORP	9,4949,494	$190,354	—	NEW
75	TD Capital Management LLC	6,1576,157	$123,441	—	TRIM -62%
76	CoreCap Advisors, LLC	6,0456,045	$121,202	—	ADD 36%
77	Steward Partners Investment Advisory, LLC	6,0246,024	$120,781	—	ADD 34%
78	Tidemark, LLC	4,0004,000	$80,200	—	—
79	IFP Advisors, Inc	2,8212,821	$56,561	—	—
80	IMG Wealth Management, Inc.	2,7122,712	$54,376	—	ADD 96%
81	CX Institutional	2,3312,331	$47,000	—	—
82	Golden State Wealth Management, LLC	1,6351,635	$32,792	—	—
83	PRIVATE TRUST CO NA	1,0111,011	$20,271	—	—
84	DHJJ Financial Advisors, Ltd.	505505	$10,118	—	—
85	AMERIFLEX GROUP, INC.	385385	$7,719	—	—
86	CWM, LLC	333333	$6,677	—	NEW
87	EVOLUTION WEALTH MANAGEMENT INC.	231231	$4,632	—	—
88	REAP Financial Group, LLC	179179	$3,589	—	—

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

LPL Financial LLC

884K

753K

734K

773K

756K

880K

$18M

MORGAN STANLEY

864K

696K

802K

897K

720K

661K

$13M

WELLS FARGO & COMPANY/MN

165K

572K

589K

614K

688K

649K

$13M

XML Financial, LLC

—

482K

507K

476K

526K

$11M

ROYAL BANK OF CANADA

222K

331K

705K

386K

347K

346K

$7M

COMMONWEALTH EQUITY SERVICES, LLC

222K

221K

222K

216K

223K

291K

$6M

RAYMOND JAMES FINANCIAL INC

252K

245K

277K

283K

262K

277K

$6M

JPMORGAN CHASE & CO

215K

165K

139K

399K

239K

275K

$6M

Gateway Wealth Partners, LLC

—

123K

126K

260K

$5M

UBS Group AG

37K

191K

192K

190K

208K

212K

$4M

OSAIC HOLDINGS, INC.

159K

270K

268K

227K

182K

$4M

J.W. COLE ADVISORS, INC.

127K

143K

149K

144K

145K

154K

$3M

KESTRA PRIVATE WEALTH SERVICES, LLC

13K

19K

69K

101K

137K

149K

$3M

Rockefeller Capital Management L.P.

537K

115K

216K

90K

124K

130K

$3M

Kestra Advisory Services, LLC

333K

147K

153K

155K

107K

125K

$2M

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	88	7,890,234	—	$154M
2025-Q4	88	7,836,188	—	$157M
2025-Q3	94	8,719,367	—	$175M
2025-Q2	87	7,884,038	—	$158M
2025-Q1	83	6,627,931	—	$133M
2024-Q4	88	7,322,356	—	$147M
2024-Q3	79	7,162,021	—	$144M
2024-Q2	82	7,230,476	—	$145M
2024-Q1	81	9,902,094	—	$198M
2023-Q4	94	8,985,306	—	$180M
2023-Q3	89

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 FUMB · 2026-Q1 methodology → sources →

88 holders

% of shares outstanding held

—

Shares held (13F)

7,890,234

Reporting holders

Top holders

largest 88 of 88 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	879,542879,542	$18M	—	ADD 16%
2	MORGAN STANLEY	661,210661,210	$13M	—	TRIM -8%
3	WELLS FARGO & COMPANY/MN	649,421649,421	$13M	—	TRIM -6%
4	XML Financial, LLC	526,024526,024	$11M	—	ADD 10%
5	ROYAL BANK OF CANADA	345,999345,999	$7M	—	—
6	COMMONWEALTH EQUITY SERVICES, LLC	291,453291,453	$6M	—	ADD 30%
7	RAYMOND JAMES FINANCIAL INC	276,925276,925	$6M	—	ADD 6%
8	JPMORGAN CHASE & CO	275,352275,352	$6M	—	ADD 15%
9	Gateway Wealth Partners, LLC	260,066260,066	$5M	—	ADD 107%
10	UBS Group AG	212,193212,193	$4M	—	—
11	OSAIC HOLDINGS, INC.	181,838181,838	$4M	—	TRIM -20%
12	J.W. COLE ADVISORS, INC.	153,634153,634	$3M	—	ADD 6%
13	KESTRA PRIVATE WEALTH SERVICES, LLC	148,742148,742	$3M	—	ADD 8%
14	Rockefeller Capital Management L.P.	130,394130,394	$3M	—	ADD 5%
15	Kestra Advisory Services, LLC	124,580124,580	$2M	—	ADD 16%
16	Baird Financial Group, Inc.	124,370124,370	$2M	—	ADD 6%
17	TRUIST FINANCIAL CORP	110,166110,166	$2M	—	TRIM -5%
18	Thomas J. Herzfeld Advisors, Inc.	109,973109,973	$2M	—	NEW
19	Insight Inv LLC	108,945108,945	$2M	—	TRIM -17%
20	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	99,45399,453	$2M	—	NEW
21	Mainsail Financial Group, LLC	95,29495,294	$2M	—	TRIM -11%
22	ENVESTNET ASSET MANAGEMENT INC	93,99293,992	$2M	—	—
23	Thrivent Financial for Lutherans	92,15092,150	$2M	—	ADD 4%
24	Cambridge Investment Research Advisors, Inc.	92,14892,148	$2M	—	TRIM -3%
25	Cetera Investment Advisers	91,93191,931	$2M	—	—
26	CAPITAL FINANCIAL GROUP INC\CO\ /ADV	80,94180,941	$2M	—	TRIM -4%
27	Independent Advisor Alliance	66,44566,445	$1M	—	NEW
28	Sanctuary Advisors, LLC	65,04865,048	$1M	—	—
29	Rothschild Wealth LLC	62,52462,524	$1M	—	TRIM -3%
30	JANE STREET GROUP, LLC	58,09358,093	$1M	—	ADD 141%
31	Ashton Thomas Private Wealth, LLC	55,03255,032	$1M	—	TRIM -10%
32	OLD MISSION CAPITAL LLC	54,79454,794	$1M	—	NEW
33	WealthBridge Capital Management, LLC	54,76554,765	$1M	—	ADD 24%
34	INSPIRION WEALTH ADVISORS, LLC	53,88253,882	$1M	—	ADD 8%
35	Summit Financial, LLC	51,56151,561	$1M	—	TRIM -8%
36	JAMES INVESTMENT RESEARCH, INC.	45,57145,571	$913,699	—	TRIM -65%
37	Prospera Financial Services Inc	44,57044,570	$893,623	—	ADD 13%
38	Private Advisor Group, LLC	43,32443,324	$868,648	—	—
39	MCDONALD PARTNERS LLC	42,50042,500	$852,125	—	—
40	CITADEL ADVISORS LLC	41,53741,537	$832,817	—	ADD 144%
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP	35,79735,797	$717,730	—	NEW
42	NewEdge Advisors, LLC	250,744250,744	$707,126	—	TRIM -62%
43	TRANSCEND CAPITAL ADVISORS, LLC	32,38632,386	$649,348	—	ADD 159%
44	Meridian Wealth Management, LLC	30,90230,902	$619,585	—	TRIM -12%
45	Dynamic Advisor Solutions LLC	29,53729,537	$592,217	—	ADD 4%
46	Capital Investment Advisory Services, LLC	27,72527,725	$555,886	—	ADD 2%
47	Security Financial Services, INC.	27,41327,413	$549,631	—	—
48	Norris Financial Group, LLC	27,16527,165	$544,658	—	TRIM -22%
49	Concurrent Investment Advisors, LLC	26,06726,067	$522,643	—	—
50	Occidental Asset Management, LLC	25,14525,145	$504,157	—	—
51	HARBOUR INVESTMENTS, INC.	24,88424,884	$498,924	—	TRIM -56%
52	GOLDMAN SACHS GROUP INC	24,52724,527	$491,766	—	NEW
53	Envestnet Portfolio Solutions, Inc.	22,75522,755	$456,238	—	TRIM -37%
54	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	22,50022,500	$451,350	—	TRIM -6%
55	BENJAMIN EDWARDS INC	21,53521,535	$431,779	—	ADD 44%
56	MGO ONE SEVEN LLC	19,37519,375	$388,469	—	ADD 9%
57	Capital Analysts, LLC	19,01219,012	$382,000	—	TRIM -15%
58	STIFEL FINANCIAL CORP	18,87318,873	$378,405	—	TRIM -72%
59	Keating Financial Advisory Services, Inc.	17,12917,129	$343,436	—	ADD 13%
60	Advisory Services Network, LLC	16,97216,972	$340,282	—	ADD 20%
61	NewEdge Wealth, LLC	16,63916,639	$333,612	—	ADD 62%
62	GSG Advisors LLC	16,48516,485	$330,534	—	—
63	AE Wealth Management LLC	15,69415,694	$314,665	—	ADD 56%
64	Advyzon Investment Management, LLC	14,72214,722	$295,184	—	ADD 2%
65	World Investment Advisors	14,29414,294	$286,595	—	—
66	Schwallier Wealth Management LLC	14,10614,106	$282,831	—	TRIM -68%
67	Equitable Holdings, Inc.	14,07914,079	$282,425	—	—
68	RFG Advisory, LLC	12,10112,101	$242,630	—	ADD 14%
69	Parallel Advisors, LLC	10,76410,764	$215,818	—	NEW
70	MML INVESTORS SERVICES, LLC	10,23710,237	$205,258	—	TRIM -20%
71	Ascentis Independent Advisors	10,18610,186	$204,229	—	NEW
72	Total Clarity Wealth Management, Inc.	10,13910,139	$203,287	—	—
73	Farther Finance Advisors, LLC	10,10010,100	$202,606	—	TRIM -45%
74	FIFTH THIRD BANCORP	9,4949,494	$190,354	—	NEW
75	TD Capital Management LLC	6,1576,157	$123,441	—	TRIM -62%
76	CoreCap Advisors, LLC	6,0456,045	$121,202	—	ADD 36%
77	Steward Partners Investment Advisory, LLC	6,0246,024	$120,781	—	ADD 34%
78	Tidemark, LLC	4,0004,000	$80,200	—	—
79	IFP Advisors, Inc	2,8212,821	$56,561	—	—
80	IMG Wealth Management, Inc.	2,7122,712	$54,376	—	ADD 96%
81	CX Institutional	2,3312,331	$47,000	—	—
82	Golden State Wealth Management, LLC	1,6351,635	$32,792	—	—
83	PRIVATE TRUST CO NA	1,0111,011	$20,271	—	—
84	DHJJ Financial Advisors, Ltd.	505505	$10,118	—	—
85	AMERIFLEX GROUP, INC.	385385	$7,719	—	—
86	CWM, LLC	333333	$6,677	—	NEW
87	EVOLUTION WEALTH MANAGEMENT INC.	231231	$4,632	—	—
88	REAP Financial Group, LLC	179179	$3,589	—	—

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

LPL Financial LLC

884K

753K

734K

773K

756K

880K

$18M

MORGAN STANLEY

864K

696K

802K

897K

720K

661K

$13M

WELLS FARGO & COMPANY/MN

165K

572K

589K

614K

688K

649K

$13M

XML Financial, LLC

—

482K

507K

476K

526K

$11M

ROYAL BANK OF CANADA

222K

331K

705K

386K

347K

346K

$7M

COMMONWEALTH EQUITY SERVICES, LLC

222K

221K

222K

216K

223K

291K

$6M

RAYMOND JAMES FINANCIAL INC

252K

245K

277K

283K

262K

277K

$6M

JPMORGAN CHASE & CO

215K

165K

139K

399K

239K

275K

$6M

Gateway Wealth Partners, LLC

—

123K

126K

260K

$5M

UBS Group AG

37K

191K

192K

190K

208K

212K

$4M

OSAIC HOLDINGS, INC.

159K

270K

268K

227K

182K

$4M

J.W. COLE ADVISORS, INC.

127K

143K

149K

144K

145K

154K

$3M

KESTRA PRIVATE WEALTH SERVICES, LLC

13K

19K

69K

101K

137K

149K

$3M

Rockefeller Capital Management L.P.

537K

115K

216K

90K

124K

130K

$3M

Kestra Advisory Services, LLC

333K

147K

153K

155K

107K

125K

$2M

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	88	7,890,234	—	$154M
2025-Q4	88	7,836,188	—	$157M
2025-Q3	94	8,719,367	—	$175M
2025-Q2	87	7,884,038	—	$158M
2025-Q1	83	6,627,931	—	$133M
2024-Q4	88	7,322,356	—	$147M
2024-Q3	79	7,162,021	—	$144M
2024-Q2	82	7,230,476	—	$145M
2024-Q1	81	9,902,094	—	$198M
2023-Q4	94	8,985,306	—	$180M
2023-Q3	89

Short interest has its own tab now — open SI →

FUMB☆

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

Top holders

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

Institutional footprint by quarter

FUMB