79 tracked 13F filers disclose a position in FUMB as of the latest SEC 13F filings, a combined $150.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $17.6M | 880K | ▲+16% Added · +124K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $13.3M | 661K | ▼−8.2% Reduced · −59K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $13.0M | 649K | ▼−5.6% Reduced · −39K sh | Q1 2026 | |
| 4 | GSG Advisors LLC | $10.4M | 518K | ▲31× Added · +501K sh | Q2 2026 | |
| 5 | ROYAL BANK OF CANADA | $6.9M | 346K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 291K | ▲+30% Added · +68K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $5.6M | 277K | ▲+5.7% Added · +15K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $5.5M | 275K | ▲+15% Added · +36K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $5.1M | 257K | ▼−6.2% Reduced · −17K sh | Q2 2026 | |
| 10 | VAQUERO PRIVATE WEALTH, LTD | $4.8M | 238K | ▲New +238K sh | Q2 2026 | |
| 11 | UBS Group AG | $4.3M | 212K | ▲+1.9% Added · +4K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $3.6M | 182K | ▼−20% Reduced · −45K sh | Q1 2026 | |
| 13 | J.W. COLE ADVISORS, INC. | $3.2M | 159K | ▲+3.3% Added · +5K sh | Q2 2026 | |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.2M | 158K | ▲+6.1% Added · +9K sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | $2.8M | 141K | ▲+13% Added · +17K sh | Q2 2026 | |
| 16 | Rockefeller Capital Management L.P. | $2.6M | 130K | ▲+4.8% Added · +6K sh | Q1 2026 | |
| 17 | Baird Financial Group, Inc. | $2.5M | 124K | ▲+6.4% Added · +8K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $2.2M | 110K | ▼−5.3% Reduced · −6K sh | Q1 2026 | |
| 19 | Gateway Wealth Partners, LLC | $2.2M | 109K | ▼−58% Reduced · −151K sh | Q2 2026 | |
| 20 | Insight Inv LLC | $2.2M | 108K | ▼−0.4% Reduced · −450 sh | Q2 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 94K | ▼−0.2% Reduced · −179 sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $1.8M | 92K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 23 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | $1.7M | 82K | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 24 | White Wing Wealth Management | $1.6M | 80K | ▲New +80K sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | $1.4M | 69K | ▲+6.2% Added · +4K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in FUMB and 16 added to an existing one, while 9 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $6.3B |
| APPLE INCAAPL | 37 funds | $5.0B |
| AMAZON.COM INCAMZN | 37 funds | $3.3B |
| MICROSOFT CORPMSFT | 36 funds | $2.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 36 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 36 funds | $1.5B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $987.1M |
| CHEVRON CORPCVX | 36 funds | $619.0M |
| PROCTER & GAMBLE CO/THEPG | 36 funds | $439.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 35 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $1.3B |
Ranked by how many of FUMB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FUMBthis pagemc | 79 funds | $150.6M |
| MARBUIT EXCHANGE TRADED | 32 funds | $17.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FUMB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FUMB/capital-change-brief"
Use Arkolith's capital_change_brief for FUMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FUMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.