Institutional Holders (2026 Q1)
83 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FMF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | 2.83% | 312,052 | $15.8M |
| 2 | Center For Asset Management LLC | 1.89% | 75,198 | $3.8M |
| 3 | TCP Asset Management, LLC | 1.41% | 216,985 | $11.0M |
| 4 | Beta Wealth Group, Inc. | 0.59% | 27,948 | $1.4M |
| 5 | Iams Wealth Management, LLC | 0.32% | 17,997 | $911K |
| 6 | Twelve Points Wealth Management LLC | 0.31% | 27,521 | $1.4M |
| 7 | Pinnacle Family Advisors, LLC | 0.30% | 12,562 | $636K |
| 8 | Pacific Excel Wealth Advisors, Inc. | 0.26% | 4,876 | $247K |
| 9 | Fermata Advisors, LLC | 0.22% | 19,241 | $974K |
| 10 | Fsb Premier Wealth Management, INC. | 0.20% | 12,445 | $630K |
| 11 | BlueChip Wealth Advisors LLC | 0.19% | 8,430 | $427K |
| 12 | Gateway Wealth Partners, LLC | 0.17% | 84,933 | $4.3M |
| 13 | Maripau Wealth Management LLC | 0.11% | 4,770 | $241K |
| 14 | Simplicity Wealth,LLC | 0.10% | 34,955 | $1.8M |
| 15 | LaSalle St. Investment Advisors, LLC | 0.10% | 13,624 | $690K |
| 16 | Balboa Wealth Partners | 0.10% | 11,198 | $567K |
| 17 | Private Client Services, LLC | 0.09% | 6,078 | $308K |
| 18 | Holistic Financial Partners | 0.08% | 4,479 | $227K |
| 19 | Hbw Advisory Services LLC | 0.08% | 14,746 | $746K |
| 20 | Richmond Investment Services, LLC | 0.08% | 9,298 | $471K |
| 21 | RFG Advisory, LLC | 0.07% | 78,413 | $4.0M |
| 22 | IFP Advisors, Inc | 0.06% | 60,076 | $3.0M |
| 23 | Benjamin Edwards Inc | 0.06% | 122,550 | $6.2M |
| 24 | Synergy Investment Management, LLC | 0.05% | 3,192 | $162K |
| 25 | Asset Allocation Strategies LLC | 0.05% | 5,803 | $294K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|