FSMB institutional holders
FIRST TR EXCH TRADED FD III · 13F, 2026Q2
| Managers holding | 140 |
|---|
| Shares held | 26,488,041 |
|---|
| Reported value | $529.2m |
|---|
| Quarter flows | 17 new, 67 added, 30 trimmed, 17 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| MORGAN STANLEY | 5,246,393 | $104.9m | 0.0% |
| LPL Financial LLC | 2,496,609 | $49.9m | 0.0% |
| RMR Wealth Builders | 1,151,454 | $23.0m | 1.4% |
| HighTower Advisors, LLC | 896,202 | $17.9m | 0.0% |
| Corient Private Wealth LP | 857,020 | $17.1m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 730,841 | $14.6m | 0.0% |
| UBS Group AG | 713,289 | $14.3m | 0.0% |
| Waverly Advisors, LLC | 701,965 | $14.0m | 0.1% |
| PFS Partners, LLC | 674,660 | $13.5m | 5.5% |
| RAYMOND JAMES FINANCIAL INC | 657,968 | $13.2m | 0.0% |
| VAQUERO PRIVATE WEALTH, LTD | 601,749 | $12.0m | 2.5% |
| Cetera Investment Advisers | 593,655 | $11.9m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 593,238 | $11.9m | 0.0% |
| Rockefeller Capital Management L.P. | 523,415 | $10.5m | 0.0% |
| XML Financial, LLC | 519,295 | $10.4m | 0.8% |
| NewEdge Advisors, LLC | 511,049 | $10.2m | 0.0% |
| OSAIC HOLDINGS, INC. | 447,272 | $8.9m | 0.0% |
| EnRich Financial Partners LLC | 440,062 | $8.8m | 2.1% |
| WELLS FARGO & COMPANY/MN | 418,603 | $8.4m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 389,403 | $7.8m | 0.0% |
| Francis Financial, Inc. | 357,852 | $7.2m | 1.2% |
| ROYAL BANK OF CANADA | 354,639 | $7.1m | 0.0% |
| Per Stirling Capital Management, LLC. | 314,616 | $6.3m | 0.6% |
| JPMORGAN CHASE & CO | 297,628 | $5.9m | 0.0% |
| Allworth Financial LP | 283,413 | $5.7m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FSMB"). FSMB price history · All 13F data
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