88 tracked 13F filers disclose a position in FSMB as of the latest SEC 13F filings, a combined $389.9M 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 | MORGAN STANLEY | $102.7M | 5.1M | ▲+17% Added · +734K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $45.3M | 2.3M | ▲+59% Added · +845K sh | Q1 2026 | |
| 3 | Corient Private Wealth LLC | $21.0M | 1.1M | ▼−14% Reduced · −173K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $18.9M | 949K | ▲+7.9% Added · +69K sh | Q1 2026 | |
| 5 | UBS Group AG | $13.5M | 678K | ▼−1.1% Reduced · −8K sh | Q1 2026 | |
| 6 | PFS Partners, LLC | $13.5M | 675K | ▼−1.6% Reduced · −11K sh | Q2 2026 | |
| 7 | TruWealth Advisors, LLC | $13.3M | 669K | ▲+7.9% Added · +49K sh | Q1 2026 | |
| 8 | VAQUERO PRIVATE WEALTH, LTD | $12.0M | 602K | ▲New +602K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $11.0M | 552K | ▲+157% Added · +337K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $10.6M | 531K | ▲+8.9% Added · +44K sh | Q1 2026 | |
| 11 | Rockefeller Capital Management L.P. | $10.2M | 510K | ▲+6.7% Added · +32K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $9.2M | 461K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $8.3M | 414K | ▼−10% Reduced · −47K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 378K | ▼−2.5% Reduced · −10K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $6.4M | 323K | ▼−33% Reduced · −157K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 273K | ▲+37% Added · +74K sh | Q1 2026 | |
| 17 | Gateway Wealth Partners, LLC | $4.7M | 234K | ▲+103% Added · +119K sh | Q1 2026 | |
| 18 | Allworth Financial LP | $4.4M | 220K | ▼−6.5% Reduced · −15K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $4.2M | 210K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $4.1M | 205K | ▼−32% Reduced · −95K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $3.9M | 198K | ▲48× Added · +194K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $3.8M | 193K | ▼−14% Reduced · −31K sh | Q1 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $2.7M | 137K | ▼−6.5% Reduced · −10K sh | Q1 2026 | |
| 24 | IFP Advisors, Inc | $2.7M | 136K | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 25 | RFG Advisory, LLC | $2.7M | 133K | ▲+11% Added · +13K 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, 5 funds opened a new position in FSMB and 18 added to an existing one, while 10 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 | 45 funds | $10.0B |
| MICROSOFT CORPMSFT | 45 funds | $9.0B |
| VANGUARD S&P 500 ETFVOO | 45 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 45 funds | $4.5B |
| BROADCOM INCAVGO | 45 funds | $4.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 45 funds | $4.1B |
| VANGUARD GROWTH ETFVUG | 45 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 45 funds | $3.7B |
| WALMART INCWMT | 45 funds | $2.7B |
| ELI LILLY & COLLY | 45 funds | $2.6B |
| EXXON MOBIL CORPXOM | 45 funds | $2.6B |
| SPDR GOLD SHARESGLD | 45 funds | $2.4B |
Ranked by how many of FSMB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/FSMB/capital-change-brief"
Use Arkolith's capital_change_brief for FSMB. 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 FSMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.