Among active 13F managers last quarter, 5 opened and 21 added, while 13 reduced; the largest holder to move was PFS Partners, LLC (−1.6%).
125 tracked 13F filers disclose a position in FSMB as of the latest SEC 13F filings, a combined $452.1M 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 | Morgan Stanley | 5.1M | $102.7M | ▲+17% Added · +734K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 2.3M | $45.3M | ▲+59% Added · +845K sh | Q1 2026 | |
| 3 | RMR Wealth Builders | 1.2M | $23.0M | ▲+6.9% Added · +74K sh | Q2 2026 | |
| 4 | Corient Private Wealth LP | 1.1M | $21.0M | ▼−14% Reduced · −173K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | 949K | $18.9M | ▲+7.9% Added · +69K sh | Q1 2026 | |
| 6 | UBS Group AG | 678K | $13.5M | ▼−1.1% Reduced · −8K sh | Q1 2026 | |
| 7 | PFS Partners, LLC | 675K | $13.5M | ▼−1.6% Reduced · −11K sh | Q2 2026 | |
| 8 | TruWealth Advisors, LLC | 669K | $13.3M | ▲+7.9% Added · +49K sh | Q1 2026 | |
| 9 | Vaquero Private Wealth, Ltd | 602K | $12.0M | ▲New +602K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 552K | $11.0M | ▲+157% Added · +337K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 511K | $10.2M | ▼−3.8% Reduced · −20K sh | Q2 2026 | |
| 12 | Rockefeller Capital Management L.P. | 510K | $10.2M | ▲+6.7% Added · +32K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 461K | $9.2M | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 14 | EnRich Financial Partners LLC | 440K | $8.8M | ▲+5.9% Added · +24K sh | Q2 2026 | |
| 15 | Wells Fargo & Company | 414K | $8.3M | ▼−10% Reduced · −47K sh | Q1 2026 | |
| 16 | Envestnet Asset Management Inc | 378K | $7.5M | ▼−2.5% Reduced · −10K sh | Q1 2026 | |
| 17 | Royal Bank Of Canada | 323K | $6.4M | ▼−33% Reduced · −157K sh | Q1 2026 | |
| 18 | Nilsine Partners, LLC | 281K | $5.6M | ▼−0.3% Reduced · −757 sh | Q2 2026 | |
| 19 | Commonwealth Equity Services, LLC | 273K | $5.5M | ▲+37% Added · +74K sh | Q1 2026 | |
| 20 | Condor Capital Management | 248K | $5.0M | ▼−0.2% Reduced · −496 sh | Q2 2026 | |
| 21 | Principle Wealth Partners LLC | 231K | $4.6M | ▲+635% Added · +200K sh | Q2 2026 | |
| 22 | Allworth Financial LP | 220K | $4.4M | ▼−6.5% Reduced · −15K sh | Q1 2026 | |
| 23 | JPMorgan Chase & Co | 210K | $4.2M | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 24 | Osaic Holdings, Inc. | 205K | $4.1M | ▼−32% Reduced · −95K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 198K | $3.9M | ▲48× Added · +194K sh | Q1 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 21 added to an existing one, while 13 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 |
|---|---|---|
| Apple IncAAPL | 58 funds | $5.8B |
| Nvidia CorpNVDA | 57 funds | $4.7B |
| Microsoft CorpMSFT | 57 funds | $3.2B |
| Amazon.com IncAMZN | 57 funds | $2.6B |
| Alphabet Inc-CL AGOOGL | 57 funds | $2.1B |
| Invesco QQQ Trust Series 1QQQ | 56 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 56 funds | $2.8B |
| JPMorgan Chase & CoJPM | 56 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 56 funds | $1.1B |
| Broadcom IncAVGO | 55 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 55 funds | $1.8B |
| Costco Wholesale CorpCOST | 55 funds | $912.3M |
Ranked by how many of FSMB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FSMB.
No filings captured for this ticker in the live stream yet.
Connected entities for FSMB
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 + the live filing stream, joined for FSMB. Filings are public domain, sourced to SEC EDGAR.