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On this page, we present all of the funds holding FUMB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding FUMB, with a link to that fund's top holdings. The next columns
indicate the amount of FUMB stock held by each of the funds holding FUMB, followed by the FUMB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 88 funds holding FUMB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding FUMB), click the fund name in the "Holder" column of the funds-holding-FUMB table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Morgan Stanley | 1,208,287 | $24,238 | 12/31/2023 | | FUMB | 1,208,287 | $24,238 | 12/31/2023 | | LPL Financial LLC | 808,576 | $16,220 | 12/31/2023 | | FUMB | 808,576 | $16,220 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 483,698 | $9,691 | 03/31/2024 | | FUMB | 483,698 | $9,691 | 03/31/2024 | | Rockefeller Capital Management L.P. | 449,184 | $9,011 | 12/31/2023 | | FUMB | 449,184 | $9,011 | 12/31/2023 | | GWM Advisors LLC | 410,133 | $8,217 | 12/31/2023 | | FUMB | 410,133 | $8,217 | 12/31/2023 | | Advisor Group Holdings Inc. | 252,861 | $5,072 | 12/31/2023 | | FUMB | 252,861 | $5,072 | 12/31/2023 | | UBS Group AG | 239,553 | $4,805 | 12/31/2023 | | FUMB | 239,553 | $4,805 | 12/31/2023 | | Royal Bank of Canada | 234,147 | $4,697 | 12/31/2023 | | FUMB | 234,147 | $4,697 | 12/31/2023 | | Commonwealth Equity Services LLC | 226,009 | $4,534 | 12/31/2023 | | FUMB | 226,009 | $4,534 | 12/31/2023 | | Mainsail Financial Group LLC | 215,509 | $4,318 | 03/31/2024 | | FUMB | 215,509 | $4,318 | 03/31/2024 | | Nilsine Partners LLC | 213,322 | $4,274 | 03/31/2024 | | FUMB | 213,322 | $4,274 | 03/31/2024 | | Inspirion Wealth Advisors LLC | 169,765 | $3,401 | 03/31/2024 | | FUMB | 169,765 | $3,401 | 03/31/2024 | | J.W. Cole Advisors Inc. | 138,528 | $2,779 | 12/31/2023 | | FUMB | 138,528 | $2,779 | 12/31/2023 | | Integrated Wealth Concepts LLC | 133,419 | $2,676 | 12/31/2023 | | FUMB | 133,419 | $2,676 | 12/31/2023 | | Kestra Advisory Services LLC | 122,521 | $2,458 | 12/31/2023 | | FUMB | 122,521 | $2,458 | 12/31/2023 | | JPMorgan Chase & Co. | 111,368 | $2,234 | 12/31/2023 | | FUMB | 111,368 | $2,234 | 12/31/2023 | | Susquehanna International Group LLP | 101,870 | $2,044 | 12/31/2023 | | FUMB | 101,870 | $2,044 | 12/31/2023 | | Modern Wealth Management LLC | 98,594 | $1,978 | 12/31/2023 | | FUMB | 98,594 | $1,978 | 12/31/2023 | | Jane Street Group LLC | 96,863 | $1,943 | 12/31/2023 | | FUMB | 96,863 | $1,943 | 12/31/2023 | | Private Advisor Group LLC | 96,133 | $1,928 | 12/31/2023 | | FUMB | 96,133 | $1,928 | 12/31/2023 | | Mattern Wealth Management LLC | 80,304 | $1,611 | 12/31/2023 | | FUMB | 80,304 | $1,611 | 12/31/2023 | | Eldridge Investment Advisors Inc. | 72,003 | $1,444 | 12/31/2023 | | FUMB | 72,003 | $1,444 | 12/31/2023 | | James Investment Research Inc. | 62,977 | $1,263 | 12/31/2023 | | FUMB | 62,977 | $1,263 | 12/31/2023 | | Ashton Thomas Private Wealth LLC | 61,817 | $1,239 | 03/31/2024 | | FUMB | 61,817 | $1,239 | 03/31/2024 | | Naviter Wealth LLC | 61,042 | $1,223 | 03/31/2024 | | FUMB | 61,042 | $1,223 | 03/31/2024 | | GSG Advisors LLC | 59,258 | $1,187 | 03/31/2024 | | FUMB | 59,258 | $1,187 | 03/31/2024 | | Sawtooth Solutions LLC | 57,209 | $1,148 | 12/31/2023 | | FUMB | 57,209 | $1,148 | 12/31/2023 | | Bleakley Financial Group LLC | 57,209 | $1,148 | 12/31/2023 | | FUMB | 57,209 | $1,148 | 12/31/2023 | | Envestnet Asset Management Inc. | 51,840 | $1,040 | 12/31/2023 | | FUMB | 51,840 | $1,040 | 12/31/2023 | | Visionary Wealth Advisors | 50,327 | $1,010 | 12/31/2023 | | FUMB | 50,327 | $1,010 | 12/31/2023 | | Westside Investment Management Inc. | 50,000 | $1,002 | 03/31/2024 | | FUMB | 50,000 | $1,002 | 03/31/2024 | | Mcdonald Partners LLC | 49,000 | $982 | 03/31/2024 | | FUMB | 49,000 | $982 | 03/31/2024 | | Cetera Investment Advisers | 44,544 | $894 | 12/31/2023 | | FUMB | 44,544 | $894 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 42,127 | $844 | 03/31/2024 | | FUMB | 42,127 | $844 | 03/31/2024 | | Raymond James & Associates | 41,770 | $837 | 03/31/2024 | | FUMB | 41,770 | $837 | 03/31/2024 | | Wells Fargo & Company MN | 39,719 | $797 | 12/31/2023 | | FUMB | 39,719 | $797 | 12/31/2023 | | Equitable Holdings Inc. | 37,675 | $756 | 12/31/2023 | | FUMB | 37,675 | $756 | 12/31/2023 | | Stephens Inc. AR | 35,516 | $712 | 12/31/2023 | | FUMB | 35,516 | $712 | 12/31/2023 | | Trust Co. of Oklahoma | 34,625 | $694 | 03/31/2024 | | FUMB | 34,625 | $694 | 03/31/2024 | | Cetera Advisors LLC | 34,568 | $693 | 12/31/2023 | | FUMB | 34,568 | $693 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 31,881 | $640 | 12/31/2023 | | FUMB | 31,881 | $640 | 12/31/2023 | | Flow Traders U.S. LLC | 31,041 | $623 | 12/31/2023 | | FUMB | 31,041 | $623 | 12/31/2023 | | Comerica Bank | 31,000 | $622 | 12/31/2023 | | FUMB | 31,000 | $622 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 29,213 | $586 | 12/31/2023 | | FUMB | 29,213 | $586 | 12/31/2023 | | White Wing Wealth Management | 28,589 | $573 | 03/31/2024 | | FUMB | 28,589 | $573 | 03/31/2024 | | Chilton Capital Management LLC | 25,018 | $502 | 12/31/2023 | | FUMB | 25,018 | $502 | 12/31/2023 | | Csenge Advisory Group | 25,000 | $502 | 12/31/2023 | | FUMB | 25,000 | $502 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 24,776 | $496 | 03/31/2024 | | FUMB | 24,776 | $496 | 03/31/2024 | | Stifel Financial Corp | 24,656 | $495 | 12/31/2023 | | FUMB | 24,656 | $495 | 12/31/2023 | | Insight Inv LLC | 23,770 | $477 | 12/31/2023 | | FUMB | 23,770 | $477 | 12/31/2023 | | One One Wealth Management LLC | 23,647 | $474 | 03/31/2024 | | FUMB | 23,647 | $474 | 03/31/2024 | | Occidental Asset Management LLC | 23,508 | $471 | 03/31/2024 | | FUMB | 23,508 | $471 | 03/31/2024 | | Kestra Private Wealth Services LLC | 22,193 | $445 | 12/31/2023 | | FUMB | 22,193 | $445 | 12/31/2023 | | Titleist Asset Management LLC | 22,092 | $443 | 12/31/2023 | | FUMB | 22,092 | $443 | 12/31/2023 | | Sigma Planning Corp | 20,505 | $411 | 12/31/2023 | | FUMB | 20,505 | $411 | 12/31/2023 | | Capital Investment Advisory Services LLC | 19,527 | $391 | 03/31/2024 | | FUMB | 19,527 | $391 | 03/31/2024 | | Raymond James Trust N.A. | 18,677 | $374 | 03/31/2024 | | FUMB | 18,677 | $374 | 03/31/2024 | | Total Clarity Wealth Management Inc. | 17,956 | $360 | 03/31/2024 | | FUMB | 17,956 | $360 | 03/31/2024 | | AE Wealth Management LLC | 17,496 | $351 | 12/31/2023 | | FUMB | 17,496 | $351 | 12/31/2023 | | NewEdge Wealth LLC | 16,651 | $334 | 12/31/2023 | | FUMB | 16,651 | $334 | 12/31/2023 | | Ausdal Financial Partners Inc. | 16,564 | $332 | 03/31/2024 | | FUMB | 16,564 | $332 | 03/31/2024 | | Spire Wealth Management | 15,281 | $306 | 03/31/2024 | | FUMB | 15,281 | $306 | 03/31/2024 | | RFG Advisory LLC | 14,821 | $297 | 03/31/2024 | | FUMB | 14,821 | $297 | 03/31/2024 | | Harbour Investments Inc. | 12,572 | $252 | 12/31/2023 | | FUMB | 12,572 | $252 | 12/31/2023 | | VCI Wealth Management LLC | 12,551 | $252 | 12/31/2023 | | FUMB | 12,551 | $252 | 12/31/2023 | | Security Financial Services INC. | 12,449 | $249 | 03/31/2024 | | FUMB | 12,449 | $249 | 03/31/2024 | | Snowden Capital Advisors LLC | 12,387 | $248 | 12/31/2023 | | FUMB | 12,387 | $248 | 12/31/2023 | | Naples Global Advisors LLC | 11,500 | $231 | 12/31/2023 | | FUMB | 11,500 | $231 | 12/31/2023 | | Kingswood Wealth Advisors LLC | 10,966 | $220 | 03/31/2024 | | FUMB | 10,966 | $220 | 03/31/2024 | | HBW Advisory Services LLC | 10,503 | $211 | 03/31/2024 | | FUMB | 10,503 | $211 | 03/31/2024 | | Janney Montgomery Scott LLC | 10,250 | $206 | 12/31/2023 | | FUMB | 10,250 | $206 | 12/31/2023 | | Sheets Smith Wealth Management | 10,000 | $201 | 12/31/2023 | | FUMB | 10,000 | $201 | 12/31/2023 | | Proequities Inc. | 9,521 | $191 | 12/31/2023 | | FUMB | 9,521 | $191 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 9,060 | $182 | 12/31/2023 | | FUMB | 9,060 | $182 | 12/31/2023 | | Advisory Services Network LLC | 7,188 | $144 | 12/31/2023 | | FUMB | 7,188 | $144 | 12/31/2023 | | Tidemark LLC | 4,000 | $80 | 12/31/2023 | | FUMB | 4,000 | $80 | 12/31/2023 | | Spectrum Wealth Counsel LLC | 2,573 | $52 | 12/31/2023 | | FUMB | 2,573 | $52 | 12/31/2023 | | Castleview Partners LLC | 2,130 | $43 | 12/31/2023 | | FUMB | 2,130 | $43 | 12/31/2023 | | Global Retirement Partners LLC | 1,940 | $39 | 03/31/2024 | | FUMB | 1,940 | $39 | 03/31/2024 | | Coppell Advisory Solutions LLC | 1,849 | $37 | 12/31/2023 | | FUMB | 1,849 | $37 | 12/31/2023 | | First Horizon Advisors Inc. | 1,765 | $35 | 12/31/2023 | | FUMB | 1,765 | $35 | 12/31/2023 | | Principal Securities Inc. | 1,700 | $34 | 12/31/2023 | | FUMB | 1,700 | $34 | 12/31/2023 | | Private Trust Co. NA | 1,511 | $30 | 03/31/2024 | | FUMB | 1,511 | $30 | 03/31/2024 | | PFS Partners LLC | 1,500 | $30 | 03/31/2024 | | FUMB | 1,500 | $30 | 03/31/2024 | | Householder Group Estate & Retirement Specialist LLC | 1,227 | $24 | 12/31/2023 | | FUMB | 1,227 | $24 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 1,055 | $21 | 03/31/2024 | | FUMB | 1,055 | $21 | 03/31/2024 | | ICA Group Wealth Management LLC | 676 | $14 | 12/31/2023 | | FUMB | 676 | $14 | 12/31/2023 | | EdgeRock Capital LLC | 646 | $13 | 12/31/2023 | | FUMB | 646 | $13 | 12/31/2023 | | Capital Analysts LLC | 505 | $10 | 12/31/2023 | | FUMB | 505 | $10 | 12/31/2023 |
See Summary: Institutional Holders of FUMB
See Details: Top 10 Hedge Funds Holding FUMB
Also See: FUMB Holdings Changes
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