FUMB

First Trust Ultra Short DurETF$20.11 0.20%
UnclassifiedUSCUSIP 33740J104· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
60
+2 QoQ
13F Value (tracked)
$133.9M
13F Moves · latest Q
13 added
8 trimmed
Recent Filings
0

Price & smart-money activity

$20.11 0.20%5Y -0.4%
$19.80$19.91$20.01$20.12$20.22202120222023202420252026628284448297101010134124103117511598789910111213141133
Hover for who · click for detailEnd-of-day closing prices52w $20.03 – $20.17

Top institutional holders

60 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$17.6M
880K
+16%
Added · +124K sh
Q1 2026
2MORGAN STANLEY
$13.3M
661K
−8.2%
Reduced · −59K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$13.0M
649K
−5.6%
Reduced · −39K sh
Q1 2026
4ROYAL BANK OF CANADA
$6.9M
346K
−0.4%
Reduced · −1K sh
Q1 2026
5COMMONWEALTH EQUITY SERVICES, LLC
$5.8M
291K
+30%
Added · +68K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$5.6M
277K
+5.7%
Added · +15K sh
Q1 2026
7JPMORGAN CHASE & CO
$5.5M
275K
+15%
Added · +36K sh
Q1 2026
8NewEdge Advisors, LLC
$5.5M
274K
−59%
Reduced · −387K sh
Q1 2026
9Gateway Wealth Partners, LLC
$5.2M
260K
+107%
Added · +134K sh
Q1 2026
10VAQUERO PRIVATE WEALTH, LTD
$4.8M
238K
New
+238K sh
Q2 2026
11UBS Group AG
$4.3M
212K
+1.9%
Added · +4K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$3.6M
182K
−20%
Reduced · −45K sh
Q1 2026
13J.W. COLE ADVISORS, INC.
$3.1M
154K
+5.7%
Added · +8K sh
Q1 2026
14KESTRA PRIVATE WEALTH SERVICES, LLC
$3.0M
149K
+8.3%
Added · +11K sh
Q1 2026
15Rockefeller Capital Management L.P.
$2.6M
130K
+4.8%
Added · +6K sh
Q1 2026
16Kestra Advisory Services, LLC
$2.5M
125K
+16%
Added · +17K sh
Q1 2026
17Baird Financial Group, Inc.
$2.5M
124K
+6.4%
Added · +8K sh
Q1 2026
18TRUIST FINANCIAL CORP
$2.2M
110K
−5.3%
Reduced · −6K sh
Q1 2026
19ENVESTNET ASSET MANAGEMENT INC
$1.9M
94K
−0.2%
Reduced · −179 sh
Q1 2026
20Cetera Investment Advisers
$1.8M
92K
+1.6%
Added · +1K sh
Q1 2026
21White Wing Wealth Management
$1.6M
80K
New
+80K sh
Q2 2026
22Sanctuary Advisors, LLC
$1.3M
65K
+0.3%
Added · +164 sh
Q1 2026
23Mainsail Financial Group, LLC
$1.3M
63K
−34%
Reduced · −33K sh
Q2 2026
24STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
$1.2M
60K
−40%
Reduced · −40K sh
Q2 2026
25JANE STREET GROUP, LLC
$1.2M
58K
+141%
Added · +34K 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
10
funds
Reduced
8
funds
Exited
0
funds

Funds that own FUMB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA28 funds$11.5B
MICROSOFT CORPMSFT28 funds$7.7B
SS SPDR S&P 500 ETF TRUST-USSPY28 funds$6.2B
BROADCOM INCAVGO28 funds$4.5B
JPMORGAN CHASE & COJPM28 funds$4.1B
META PLATFORMS INC-CLASS AMETA28 funds$4.0B
ALPHABET INC-CL CGOOG28 funds$3.4B
VANGUARD VALUE ETFVTV28 funds$2.5B
WALMART INCWMT28 funds$2.3B
TAIWAN SEMICONDUCTOR-SP ADRTSM28 funds$2.3B
TESLA INCTSLA28 funds$2.3B
ISHR CR UNVRSE USD BD ETF-UIIUSB28 funds$2.3B

Ranked by how many of FUMB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

59 funds+11 since Q3 2024
03161Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $129.3M

Share classes

Class13F holdersValue held
FUMBthis pagemc60 funds$133.9M
MARBMERGER ARBITRA24 funds$17.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

Build

Ask your agent what changed in FUMB

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FUMB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FUMB.
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 FUMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.