28 tracked 13F filers disclose a position in FMN as of the latest SEC 13F filings, a combined $27.0M 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 | Pathstone Holdings, LLC | $7.8M | 716K | ▲+29% Added · +162K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $2.9M | 266K | ▼−6.9% Reduced · −20K sh | Q1 2026 | |
| 3 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.7M | 158K | ▲+23% Added · +30K sh | Q1 2026 | |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.6M | 147K | ▲+484% Added · +122K sh | Q1 2026 | |
| 5 | RIVERBRIDGE PARTNERS LLC | $1.6M | 140K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $1.5M | 134K | ▲+7.0% Added · +9K sh | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | $1.1M | 102K | ▲+601% Added · +87K sh | Q1 2026 | |
| 8 | 1607 Capital Partners, LLC | $992K | 91K | ▲+109% Added · +47K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $945K | 86K | ▼−7.2% Reduced · −7K sh | Q1 2026 | |
| 10 | Hennion & Walsh Asset Management, Inc. | $840K | 73K | ▲New +73K sh | Q2 2026 | |
| 11 | UBS Group AG | $751K | 69K | ▼−8.5% Reduced · −6K sh | Q1 2026 | |
| 12 | Logan Stone Capital, LLC | $736K | 67K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 13 | Closed-End Fund Advisors, Inc. | $702K | 61K | ▲+18% Added · +9K sh | Q2 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $516K | 47K | ▼−18% Reduced · −10K sh | Q1 2026 | |
| 15 | MELFA WEALTH MANAGEMENT, INC. | $536K | 47K | ▲+18% Added · +7K sh | Q2 2026 | |
| 16 | Karpus Management, Inc. | $494K | 45K | ▲New +45K sh | Q1 2026 | |
| 17 | Noble Wealth Management PBC | $497K | 43K | ▲+13% Added · +5K sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | $421K | 37K | ▲New +37K sh | Q2 2026 | |
| 19 | HORIZON KINETICS ASSET MANAGEMENT LLC | $373K | 34K | —Held | Q1 2026 | |
| 20 | MORGAN STANLEY | $314K | 29K | ▲+2.0% Added · +562 sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $252K | 23K | ▲New +23K sh | Q1 2026 | |
| 22 | Savvy Advisors, Inc. | $141K | 13K | —Held | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $111K | 10K | ▼−1.8% Reduced · −191 sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $87K | 8K | ▼−58% Reduced · −11K sh | Q1 2026 | |
| 25 | Smallwood Wealth Investment Management, LLC | $22K | 2K | —Held | 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, 2 funds opened a new position in FMN and 4 added to an existing one, while 3 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 15 funds | $14.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $35.2B |
| APPLE INCAAPL | 14 funds | $20.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $4.8B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $10.8B |
| JOHNSON & JOHNSONJNJ | 13 funds | $9.7B |
| AMAZON.COM INCAMZN | 13 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 13 funds | $7.9B |
| WALT DISNEY CO/THEDIS | 13 funds | $7.2B |
| VISA INC-CLASS A SHARESV | 13 funds | $6.8B |
| ALPHABET INC-CL CGOOG | 13 funds | $6.7B |
Ranked by how many of FMN's institutional holders also hold each name, a cross-fund conviction signal.
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/FMN/capital-change-brief"
Use Arkolith's capital_change_brief for FMN. 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 FMN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.