175 tracked 13F filers disclose a position in FMHI as of the latest SEC 13F filings, a combined $656.8M 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $72.7M | 1.5M | ▲+13% Added · +173K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $67.3M | 1.4M | ▲+7.1% Added · +94K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $52.8M | 1.1M | ▼−3.1% Reduced · −36K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $52.3M | 1.1M | ▼−5.8% Reduced · −67K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $38.0M | 799K | ▲+24% Added · +153K sh | Q1 2026 | |
| 6 | Meeder Advisory Services, Inc. | $27.8M | 573K | ▲+5.6% Added · +31K sh | Q2 2026 | |
| 7 | CITIGROUP INC | $18.7M | 394K | ▼−4.1% Reduced · −17K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $17.1M | 359K | ▲+29% Added · +81K sh | Q1 2026 | |
| 9 | Financial Partners Group, Inc | $17.2M | 355K | ▲+49% Added · +118K sh | Q2 2026 | |
| 10 | UBS Group AG | $15.8M | 332K | ▲+2.3% Added · +8K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $14.8M | 310K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 12 | NewEdge Advisors, LLC | $14.4M | 297K | ▲+10% Added · +28K sh | Q2 2026 | |
| 13 | Manhattan West Asset Management, LLC | $13.1M | 270K | ▲+18% Added · +42K sh | Q2 2026 | |
| 14 | Principle Wealth Partners LLC | $10.8M | 223K | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $9.6M | 201K | ▲+11% Added · +20K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $9.0M | 190K | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 17 | EnRich Financial Partners LLC | $9.1M | 187K | ▲+4.7% Added · +8K sh | Q2 2026 | |
| 18 | Rockefeller Capital Management L.P. | $6.6M | 139K | ▲+8.1% Added · +10K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $6.4M | 135K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $6.2M | 130K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $5.8M | 119K | ▲+20% Added · +20K sh | Q2 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $5.6M | 117K | ▲+537% Added · +99K sh | Q1 2026 | |
| 23 | Vise Technologies, Inc. | $5.6M | 117K | —Held | Q1 2026 | |
| 24 | Ocean Park Asset Management, LLC | $5.5M | 116K | —Held | Q1 2026 | |
| 25 | VAQUERO PRIVATE WEALTH, LTD | $4.9M | 102K | ▲New +102K 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, 1 fund opened a new position in FMHI and 27 added to an existing one, while 17 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 | 92 funds | $13.0B |
| AMAZON.COM INCAMZN | 92 funds | $7.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 92 funds | $4.9B |
| MICROSOFT CORPMSFT | 91 funds | $8.9B |
| NVIDIA CORPNVDA | 90 funds | $15.0B |
| ALPHABET INC-CL AGOOGL | 90 funds | $5.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 90 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 90 funds | $3.2B |
| WALMART INCWMT | 89 funds | $2.8B |
| ISHARES CORE S&P 500 ETFIVV | 88 funds | $8.6B |
| VANGUARD S&P 500 ETFVOO | 88 funds | $4.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 88 funds | $3.3B |
Ranked by how many of FMHI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FTLSmc | 244 funds | $1.8B |
| FPEImc | 203 funds | $1.5B |
| FMHIthis pagemc | 175 funds | $656.8M |
| FSMBmc | 126 funds | $452.5M |
| FEMBmc | 97 funds | $217.7M |
| FCALMF Closed and MF Open | 82 funds | $136.2M |
| RFDIUIT EXCHANGE TRADED | 49 funds | $107.8M |
| HUSVmc | 45 funds | $55.9M |
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 FMHI
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/FMHI/capital-change-brief"
Use Arkolith's capital_change_brief for FMHI. 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 FMHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.