75 tracked 13F filers disclose a position in FMF as of the latest SEC 13F filings, a combined $161.5M 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 | $29.6M | 585K | ▲+18% Added · +88K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $23.9M | 472K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $18.1M | 357K | ▲+7.9% Added · +26K sh | Q1 2026 | |
| 4 | TCP Asset Management, LLC | $11.3M | 226K | ▲+3.9% Added · +9K sh | Q2 2026 | |
| 5 | ASSETMARK, INC | $10.9M | 217K | ▲+16% Added · +29K sh | Q2 2026 | |
| 6 | FIRST TRUST ADVISORS LP | $10.2M | 202K | ▲+30% Added · +47K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $9.0M | 177K | ▲+255% Added · +127K sh | Q1 2026 | |
| 8 | RFG Advisory, LLC | $5.6M | 111K | ▲+42% Added · +33K sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.8M | 75K | ▼−15% Reduced · −13K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $3.3M | 65K | ▼−6.7% Reduced · −5K sh | Q1 2026 | |
| 11 | IFP Advisors, Inc | $3.2M | 63K | ▲+4.7% Added · +3K sh | Q2 2026 | |
| 12 | Orion Porfolio Solutions, LLC | $2.8M | 55K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.9M | 37K | ▼−12% Reduced · −5K sh | Q1 2026 | |
| 14 | AE Wealth Management LLC | $1.9M | 37K | ▲+86% Added · +17K sh | Q1 2026 | |
| 15 | CreativeOne Wealth, LLC | $1.7M | 35K | ▼−7.3% Reduced · −3K sh | Q2 2026 | |
| 16 | Concurrent Investment Advisors, LLC | $1.7M | 34K | ▼−0.9% Reduced · −312 sh | Q2 2026 | |
| 17 | Twelve Points Wealth Management LLC | $1.7M | 33K | ▲+20% Added · +5K sh | Q2 2026 | |
| 18 | Beacon Capital Management, Inc. | $1.5M | 30K | ▲New +30K sh | Q2 2026 | |
| 19 | Beta Wealth Group, Inc. | $1.3M | 26K | ▼−6.5% Reduced · −2K sh | Q2 2026 | |
| 20 | NewEdge Wealth, LLC | $1.1M | 23K | ▼−1.5% Reduced · −341 sh | Q2 2026 | |
| 21 | Fermata Advisors, LLC | $1.0M | 20K | ▲+4.5% Added · +860 sh | Q2 2026 | |
| 22 | IAMS WEALTH MANAGEMENT, LLC | $893K | 18K | ▼−1.0% Reduced · −178 sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $767K | 15K | ▲New +15K sh | Q1 2026 | |
| 24 | HBW ADVISORY SERVICES LLC | $755K | 15K | ▲+2.2% Added · +326 sh | Q2 2026 | |
| 25 | GeoWealth Management, LLC | $744K | 15K | ▼−31% Reduced · −7K 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, 8 funds opened a new position in FMF and 14 added to an existing one, while 12 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 |
|---|---|---|
| APPLE INCAAPL | 39 funds | $3.3B |
| NVIDIA CORPNVDA | 38 funds | $2.6B |
| MICROSOFT CORPMSFT | 38 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 38 funds | $1.2B |
| BROADCOM INCAVGO | 38 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 38 funds | $915.7M |
| JPMORGAN CHASE & COJPM | 38 funds | $772.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $663.8M |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $617.5M |
| TESLA INCTSLA | 38 funds | $508.4M |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $2.9B |
| AMAZON.COM INCAMZN | 37 funds | $1.4B |
Ranked by how many of FMF's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for FMF
This stock 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/FMF/capital-change-brief"
Use Arkolith's capital_change_brief for FMF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.