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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 4,393,058 | $87,642 | 12/31/2023 | FSMB | 4,393,058 | $87,642 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 1,206,185 | $23,925 | 03/31/2024 | FSMB | 1,206,185 | $23,925 | 03/31/2024 | LPL Financial LLC | 1,182,169 | $23,584 | 12/31/2023 | FSMB | 1,182,169 | $23,584 | 12/31/2023 | PFS Partners LLC | 620,107 | $12,300 | 03/31/2024 | FSMB | 620,107 | $12,300 | 03/31/2024 | RMR Wealth Builders | 608,433 | $12,068 | 03/31/2024 | FSMB | 608,433 | $12,068 | 03/31/2024 | HighTower Advisors LLC | 561,314 | $11,204 | 12/31/2023 | FSMB | 561,314 | $11,204 | 12/31/2023 | TruWealth Advisors LLC | 548,938 | $10,888 | 03/31/2024 | FSMB | 548,938 | $10,888 | 03/31/2024 | Royal Bank of Canada | 370,712 | $7,396 | 12/31/2023 | FSMB | 370,712 | $7,396 | 12/31/2023 | EnRich Financial Partners LLC | 346,092 | $6,905 | 12/31/2023 | FSMB | 346,092 | $6,905 | 12/31/2023 | UBS Group AG | 333,901 | $6,661 | 12/31/2023 | FSMB | 333,901 | $6,661 | 12/31/2023 | Advisor Group Holdings Inc. | 330,145 | $6,587 | 12/31/2023 | FSMB | 330,145 | $6,587 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 324,387 | $6,471 | 12/31/2023 | FSMB | 324,387 | $6,471 | 12/31/2023 | Envestnet Asset Management Inc. | 321,939 | $6,423 | 12/31/2023 | FSMB | 321,939 | $6,423 | 12/31/2023 | Kestra Advisory Services LLC | 256,908 | $5,125 | 12/31/2023 | FSMB | 256,908 | $5,125 | 12/31/2023 | Orion Portfolio Solutions LLC | 255,056 | $5,089 | 12/31/2023 | FSMB | 255,056 | $5,089 | 12/31/2023 | MML Investors Services LLC | 238,443 | $4,757 | 12/31/2023 | FSMB | 238,443 | $4,757 | 12/31/2023 | Nilsine Partners LLC | 230,317 | $4,568 | 03/31/2024 | FSMB | 230,317 | $4,568 | 03/31/2024 | Condor Capital Management | 191,317 | $3,817 | 12/31/2023 | FSMB | 191,317 | $3,817 | 12/31/2023 | Cetera Investment Advisers | 182,026 | $3,631 | 12/31/2023 | FSMB | 182,026 | $3,631 | 12/31/2023 | JPMorgan Chase & Co. | 147,171 | $2,936 | 12/31/2023 | FSMB | 147,171 | $2,936 | 12/31/2023 | Mariner LLC | 147,021 | $2,933 | 12/31/2023 | FSMB | 147,021 | $2,933 | 12/31/2023 | Stifel Financial Corp | 144,519 | $2,883 | 12/31/2023 | FSMB | 144,519 | $2,883 | 12/31/2023 | GWM Advisors LLC | 144,554 | $2,882 | 12/31/2023 | FSMB | 144,554 | $2,882 | 12/31/2023 | Allworth Financial LP | 142,082 | $2,818 | 03/31/2024 | FSMB | 142,082 | $2,818 | 03/31/2024 | Visionary Wealth Advisors | 140,991 | $2,813 | 12/31/2023 | FSMB | 140,991 | $2,813 | 12/31/2023 | Rockefeller Capital Management L.P. | 118,235 | $2,359 | 12/31/2023 | FSMB | 118,235 | $2,359 | 12/31/2023 | Eldridge Investment Advisors Inc. | 101,336 | $2,022 | 12/31/2023 | FSMB | 101,336 | $2,022 | 12/31/2023 | Stephens Inc. AR | 98,754 | $1,970 | 12/31/2023 | FSMB | 98,754 | $1,970 | 12/31/2023 | Advisory Resource Group | 98,460 | $1,964 | 12/31/2023 | FSMB | 98,460 | $1,964 | 12/31/2023 | Wells Fargo & Company MN | 96,010 | $1,915 | 12/31/2023 | FSMB | 96,010 | $1,915 | 12/31/2023 | Susquehanna International Group LLP | 95,774 | $1,911 | 12/31/2023 | FSMB | 95,774 | $1,911 | 12/31/2023 | IFP Advisors Inc | 95,663 | $1,908 | 12/31/2023 | FSMB | 95,663 | $1,908 | 12/31/2023 | Vishria Bird Financial Group LLC | 91,087 | $1,807 | 03/31/2024 | FSMB | 91,087 | $1,807 | 03/31/2024 | Insight Inv LLC | 88,730 | $1,770 | 12/31/2023 | FSMB | 88,730 | $1,770 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 87,251 | $1,741 | 12/31/2023 | FSMB | 87,251 | $1,741 | 12/31/2023 | StoneX Group Inc. | 78,368 | $1,565 | 12/31/2023 | FSMB | 78,368 | $1,565 | 12/31/2023 | Mutual Advisors LLC | 74,629 | $1,489 | 12/31/2023 | FSMB | 74,629 | $1,489 | 12/31/2023 | Modern Wealth Management LLC | 69,348 | $1,383 | 12/31/2023 | FSMB | 69,348 | $1,383 | 12/31/2023 | Integrated Wealth Concepts LLC | 66,006 | $1,317 | 12/31/2023 | FSMB | 66,006 | $1,317 | 12/31/2023 | FSB Premier Wealth Management Inc. | 64,217 | $1,281 | 12/31/2023 | FSMB | 64,217 | $1,281 | 12/31/2023 | Private Advisor Group LLC | 63,540 | $1,268 | 12/31/2023 | FSMB | 63,540 | $1,268 | 12/31/2023 | LWS Wealth Advisors Inc. | 62,682 | $1,251 | 12/31/2023 | FSMB | 62,682 | $1,251 | 12/31/2023 | Per Stirling Capital Management LLC. | 62,591 | $1,249 | 12/31/2023 | FSMB | 62,591 | $1,249 | 12/31/2023 | Commonwealth Equity Services LLC | 61,155 | $1,220 | 12/31/2023 | FSMB | 61,155 | $1,220 | 12/31/2023 | Raymond James & Associates | 61,436 | $1,219 | 03/31/2024 | FSMB | 61,436 | $1,219 | 03/31/2024 | D.A. Davidson & CO. | 60,176 | $1,201 | 12/31/2023 | FSMB | 60,176 | $1,201 | 12/31/2023 | Financial Advocates Investment Management | 59,260 | $1,182 | 12/31/2023 | FSMB | 59,260 | $1,182 | 12/31/2023 | Atria Investments LLC | 55,760 | $1,112 | 12/31/2023 | FSMB | 55,760 | $1,112 | 12/31/2023 | Kestra Private Wealth Services LLC | 54,072 | $1,079 | 12/31/2023 | FSMB | 54,072 | $1,079 | 12/31/2023 | Swmg LLC | 53,516 | $1,068 | 12/31/2023 | FSMB | 53,516 | $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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