Among active 13F managers last quarter, 6 opened and 7 added, while 2 reduced; the largest holder to move was Advyzon Investment Management, LLC (+50%).
32 tracked 13F filers disclose a position in FMUB as of the latest SEC 13F filings, a combined $115.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 1.2M | $60.4M | ▲+17% Added · +172K sh | Q1 2026 | |
| 2 | Wealth Alliance Advisory Group, LLC | 286K | $14.7M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 160K | $8.1M | ▲+9.2% Added · +14K sh | Q1 2026 | |
| 4 | JPMorgan Chase & Co | 82K | $4.1M | ▲+92% Added · +39K sh | Q1 2026 | |
| 5 | Advyzon Investment Management, LLC | 78K | $4.0M | ▲+50% Added · +26K sh | Q2 2026 | |
| 6 | Clarity Retirement & Wealth, LLC | 72K | $3.7M | ▲+7.7% Added · +5K sh | Q2 2026 | |
| 7 | Concurrent Investment Advisors, LLC | 58K | $3.0M | ▼−3.4% Reduced · −2K sh | Q2 2026 | |
| 8 | Hicks Capital Management LLC | 50K | $2.6M | ▲+51% Added · +17K sh | Q2 2026 | |
| 9 | IHT Wealth Management, LLC | 35K | $1.8M | ▲+187% Added · +23K sh | Q2 2026 | |
| 10 | Avidian Wealth Enterprises, LLC | 28K | $1.5M | —Held | Q2 2026 | |
| 11 | Advisory Services Network, LLC | 26K | $1.3M | ▲+13% Added · +3K sh | Q1 2026 | |
| 12 | Jane Street Group, LLC | 20K | $1.0M | ▼−9.4% Reduced · −2K sh | Q1 2026 | |
| 13 | Landmark Wealth Management, LLC | 20K | $1.0M | ▲+0.2% Added · +43 sh | Q2 2026 | |
| 14 | Aptus Capital Advisors, LLC | 20K | $1.0M | ▲+12% Added · +2K sh | Q2 2026 | |
| 15 | LPL Financial LLC | 15K | $765K | ▲New +15K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | 14K | $734K | ▲+6.4% Added · +852 sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 14K | $716K | ▼−5.3% Reduced · −791 sh | Q1 2026 | |
| 18 | Gainline Financial Partners, LLC | 14K | $695K | ▲New +14K sh | Q2 2026 | |
| 19 | J.W. Cole Advisors, Inc. | 13K | $666K | ▲New +13K sh | Q2 2026 | |
| 20 | Envestnet Asset Management Inc | 13K | $641K | ▲+33% Added · +3K sh | Q1 2026 | |
| 21 | PFG Advisors | 10K | $534K | ▲+0.8% Added · +80 sh | Q2 2026 | |
| 22 | Fifth Third Securities, Inc. | 9K | $468K | ▲+83% Added · +4K sh | Q2 2026 | |
| 23 | AdvisorNet Financial, Inc | 7K | $381K | ▲New +7K sh | Q2 2026 | |
| 24 | Sequoia Financial Advisors, LLC | 6K | $319K | —Held | Q2 2026 | |
| 25 | Physician Wealth Advisors, Inc. | 6K | $313K | ▲New +6K 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, 6 funds opened a new position in FMUB and 7 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 15 funds | $1.2B |
| Vanguard Growth ETFVUG | 15 funds | $434.3M |
| Ishares Core S&P Midcap ETFIJH | 15 funds | $353.2M |
| Ishares Core Msci Eafe ETFIEFA | 15 funds | $320.0M |
| Ishares Core S&P Small-Cap EIJR | 15 funds | $314.1M |
| Vanguard S&P 500 ETFVOO | 14 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $893.4M |
| Vanguard Total Stock MKT ETFVTI | 14 funds | $557.0M |
| Vanguard Ftse Developed ETFVEA | 14 funds | $480.8M |
| JPMorgan Chase & CoJPM | 14 funds | $433.2M |
| Ishares Russell 1000 GrowthIWF | 14 funds | $411.1M |
| Ishares S&P 500 Growth ETFIVW | 14 funds | $247.5M |
Ranked by how many of FMUB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FMUB.
| Class | 13F holders | Value held |
|---|---|---|
| FBNDmc | 735 funds | $21.0B |
| FLDRmc | 120 funds | $945.1M |
| FLTBmc | 82 funds | $226.2M |
| FCORmc | 65 funds | $137.0M |
| FIGBmc | 54 funds | $138.9M |
| FSECmc | 47 funds | $9.6B |
| FMUBthis pagemc | 32 funds | $115.5M |
| FMUNSYSTEMATIC MUN | 20 funds | $22.0M |
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 FMUB
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/FMUB/capital-change-brief"
Use Arkolith's capital_change_brief for FMUB. 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 FMUB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.