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Institutional Holders of FSMB

There is a long list of 123 institutional holders of FSMB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FSMB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FSMB table below, the initial column indicates the name of each top institutional holder of FSMB, with a link to that fund's top holdings. The next columns indicate the amount of FSMB stock held by each of the institutional holders of FSMB, followed by the FSMB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,393,058$87,642 12/31/2023
     FSMB4,393,058$87,642 12/31/2023
Raymond James Financial Services Advisors Inc.1,206,185$23,925 03/31/2024
     FSMB1,206,185$23,925 03/31/2024
LPL Financial LLC1,182,169$23,584 12/31/2023
     FSMB1,182,169$23,584 12/31/2023
PFS Partners LLC620,107$12,300 03/31/2024
     FSMB620,107$12,300 03/31/2024
RMR Wealth Builders608,433$12,068 03/31/2024
     FSMB608,433$12,068 03/31/2024
HighTower Advisors LLC561,314$11,204 12/31/2023
     FSMB561,314$11,204 12/31/2023
TruWealth Advisors LLC548,938$10,888 03/31/2024
     FSMB548,938$10,888 03/31/2024
Royal Bank of Canada370,712$7,396 12/31/2023
     FSMB370,712$7,396 12/31/2023
EnRich Financial Partners LLC346,092$6,905 12/31/2023
     FSMB346,092$6,905 12/31/2023
UBS Group AG333,901$6,661 12/31/2023
     FSMB333,901$6,661 12/31/2023
Advisor Group Holdings Inc.330,145$6,587 12/31/2023
     FSMB330,145$6,587 12/31/2023
Ogorek Anthony Joseph NY ADV324,387$6,471 12/31/2023
     FSMB324,387$6,471 12/31/2023
Envestnet Asset Management Inc.321,939$6,423 12/31/2023
     FSMB321,939$6,423 12/31/2023
Kestra Advisory Services LLC256,908$5,125 12/31/2023
     FSMB256,908$5,125 12/31/2023
Orion Portfolio Solutions LLC255,056$5,089 12/31/2023
     FSMB255,056$5,089 12/31/2023
MML Investors Services LLC238,443$4,757 12/31/2023
     FSMB238,443$4,757 12/31/2023
Nilsine Partners LLC230,317$4,568 03/31/2024
     FSMB230,317$4,568 03/31/2024
Condor Capital Management191,317$3,817 12/31/2023
     FSMB191,317$3,817 12/31/2023
Cetera Investment Advisers182,026$3,631 12/31/2023
     FSMB182,026$3,631 12/31/2023
JPMorgan Chase & Co.147,171$2,936 12/31/2023
     FSMB147,171$2,936 12/31/2023
Mariner LLC147,021$2,933 12/31/2023
     FSMB147,021$2,933 12/31/2023
Stifel Financial Corp144,519$2,883 12/31/2023
     FSMB144,519$2,883 12/31/2023
GWM Advisors LLC144,554$2,882 12/31/2023
     FSMB144,554$2,882 12/31/2023
Allworth Financial LP142,082$2,818 03/31/2024
     FSMB142,082$2,818 03/31/2024
Visionary Wealth Advisors140,991$2,813 12/31/2023
     FSMB140,991$2,813 12/31/2023
Rockefeller Capital Management L.P.118,235$2,359 12/31/2023
     FSMB118,235$2,359 12/31/2023
Eldridge Investment Advisors Inc.101,336$2,022 12/31/2023
     FSMB101,336$2,022 12/31/2023
Stephens Inc. AR98,754$1,970 12/31/2023
     FSMB98,754$1,970 12/31/2023
Advisory Resource Group98,460$1,964 12/31/2023
     FSMB98,460$1,964 12/31/2023
Wells Fargo & Company MN96,010$1,915 12/31/2023
     FSMB96,010$1,915 12/31/2023
Susquehanna International Group LLP95,774$1,911 12/31/2023
     FSMB95,774$1,911 12/31/2023
IFP Advisors Inc95,663$1,908 12/31/2023
     FSMB95,663$1,908 12/31/2023
Vishria Bird Financial Group LLC91,087$1,807 03/31/2024
     FSMB91,087$1,807 03/31/2024
Insight Inv LLC88,730$1,770 12/31/2023
     FSMB88,730$1,770 12/31/2023
Envestnet Portfolio Solutions Inc.87,251$1,741 12/31/2023
     FSMB87,251$1,741 12/31/2023
StoneX Group Inc.78,368$1,565 12/31/2023
     FSMB78,368$1,565 12/31/2023
Mutual Advisors LLC74,629$1,489 12/31/2023
     FSMB74,629$1,489 12/31/2023
Modern Wealth Management LLC69,348$1,383 12/31/2023
     FSMB69,348$1,383 12/31/2023
Integrated Wealth Concepts LLC66,006$1,317 12/31/2023
     FSMB66,006$1,317 12/31/2023
FSB Premier Wealth Management Inc.64,217$1,281 12/31/2023
     FSMB64,217$1,281 12/31/2023
Private Advisor Group LLC63,540$1,268 12/31/2023
     FSMB63,540$1,268 12/31/2023
LWS Wealth Advisors Inc.62,682$1,251 12/31/2023
     FSMB62,682$1,251 12/31/2023
Per Stirling Capital Management LLC.62,591$1,249 12/31/2023
     FSMB62,591$1,249 12/31/2023
Commonwealth Equity Services LLC61,155$1,220 12/31/2023
     FSMB61,155$1,220 12/31/2023
Raymond James & Associates61,436$1,219 03/31/2024
     FSMB61,436$1,219 03/31/2024
D.A. Davidson & CO.60,176$1,201 12/31/2023
     FSMB60,176$1,201 12/31/2023
Financial Advocates Investment Management59,260$1,182 12/31/2023
     FSMB59,260$1,182 12/31/2023
Atria Investments LLC55,760$1,112 12/31/2023
     FSMB55,760$1,112 12/31/2023
Kestra Private Wealth Services LLC54,072$1,079 12/31/2023
     FSMB54,072$1,079 12/31/2023
Swmg LLC53,516$1,068 12/31/2023
     FSMB53,516$1,068 12/31/2023

See All: Funds Holding FSMB
See Details: Top 10 Hedge Funds Holding FSMB
Also See: FSMB Holdings Changes

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