HoldingsChannel.com
Funds Holding FM
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN872,862$25,853 06/30/2019
     FM872,862$25,853 06/30/2019
Morgan Stanley662,443$19,621 06/30/2019
     FM662,443$19,621 06/30/2019
Burt Wealth Advisors407,473$12,069 06/30/2019
     FM407,473$12,069 06/30/2019
Albion Financial Group UT397,869$11,785 06/30/2019
     FM397,869$11,785 06/30/2019
BlackRock Inc.244,869$7,253 06/30/2019
     FM244,869$7,253 06/30/2019
Stonehearth Capital Management LLC250,229$7,041 09/30/2019
     FM250,229$7,041 09/30/2019
Personal Financial Consultants Inc. ADV222,843$6,601 06/30/2019
     FM222,843$6,601 06/30/2019
PNC Financial Services Group Inc.220,930$6,545 06/30/2019
     FM220,930$6,545 06/30/2019
Envestnet Asset Management Inc.220,862$6,215 09/30/2019
     FM220,862$6,215 09/30/2019
Bank of America Corp DE202,657$6,003 06/30/2019
     FM202,657$6,003 06/30/2019
Oppenheimer Asset Management Inc.201,926$5,981 06/30/2019
     FM201,926$5,981 06/30/2019
Strs Ohio176,000$5,213 06/30/2019
     FM176,000$5,213 06/30/2019
CAMG Solamere Management LLC155,012$4,589 06/30/2019
     FM155,012$4,589 06/30/2019
United Capital Financial Advisers LLC151,297$4,481 06/30/2019
     FM151,297$4,481 06/30/2019
Hsbc Holdings PLC108,500$3,214 06/30/2019
     FM108,500$3,214 06/30/2019
New England Private Wealth Advisors LLC104,476$3,095 06/30/2019
     FM104,476$3,095 06/30/2019
Parametric Portfolio Associates LLC102,233$3,028 06/30/2019
     FM102,233$3,028 06/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management98,599$2,920 06/30/2019
     FM98,599$2,920 06/30/2019
LPL Financial LLC91,884$2,722 06/30/2019
     FM91,884$2,722 06/30/2019
UBS Group AG90,920$2,693 06/30/2019
     FM90,920$2,693 06/30/2019
Cerity Partners LLC85,660$2,538 06/30/2019
     FM85,660$2,538 06/30/2019
Cabot Wealth Management Inc.80,823$2,394 06/30/2019
     FM80,823$2,394 06/30/2019
Texas Yale Capital Corp.79,214$2,346 06/30/2019
     FM79,214$2,346 06/30/2019
Symmetry Partners LLC78,828$2,335 06/30/2019
     FM78,828$2,335 06/30/2019
Mandatum Life Insurance Co Ltd72,588$2,150 06/30/2019
     FM72,588$2,150 06/30/2019
Pictet Asset Management Ltd.72,500$2,147 06/30/2019
     FM72,500$2,147 06/30/2019
Royal Bank of Canada71,279$2,112 06/30/2019
     FM71,279$2,112 06/30/2019
Deutsche Bank AG68,469$2,028 06/30/2019
     FM68,469$2,028 06/30/2019
Man Group plc68,463$2,028 06/30/2019
     FM68,463$2,028 06/30/2019
Capital Analysts LLC62,435$1,849 06/30/2019
     FM62,435$1,849 06/30/2019
Pinnacle Advisory Group Inc.63,571$1,789 09/30/2019
     FM63,571$1,789 09/30/2019
Hancock Whitney Corp56,904$1,685 06/30/2019
     FM56,904$1,685 06/30/2019
Millburn Ridgefield Corp56,666$1,678 06/30/2019
     FM56,666$1,678 06/30/2019
Goldman Sachs Group Inc.48,970$1,450 06/30/2019
     FM48,970$1,450 06/30/2019
LVZ Advisors Inc.48,459$1,435 06/30/2019
     FM48,459$1,435 06/30/2019
6 Meridian44,373$1,314 06/30/2019
     FM44,373$1,314 06/30/2019
Chicago Partners Investment Group LLC42,883$1,286 06/30/2019
     FM42,883$1,286 06/30/2019
Lincoln National Corp38,309$1,135 06/30/2019
     FM38,309$1,135 06/30/2019
Mirae Asset Global Investments Co. Ltd.38,312$1,135 06/30/2019
     FM38,312$1,135 06/30/2019
Greenwood Capital Associates LLC38,035$1,127 06/30/2019
     FM38,035$1,127 06/30/2019
Cahill Financial Advisors Inc.37,851$1,122 06/30/2019
     FM37,851$1,122 06/30/2019
Regal Investment Advisors LLC36,500$1,081 06/30/2019
     FM36,500$1,081 06/30/2019
Beacon Harbor Wealth Advisors Inc.35,328$992 09/30/2019
     FM35,328$992 09/30/2019
State Street Corp31,500$933 06/30/2019
     FM31,500$933 06/30/2019
Creative Planning29,099$862 06/30/2019
     FM29,099$862 06/30/2019
Leavell Investment Management Inc.28,950$857 06/30/2019
     FM28,950$857 06/30/2019
Barnett & Company Inc.27,070$802 06/30/2019
     FM27,070$802 06/30/2019
Cambridge Investment Research Advisors Inc.25,633$759 06/30/2019
     FM25,633$759 06/30/2019
Stifel Financial Corp22,872$676 06/30/2019
     FM22,872$676 06/30/2019
Advisor Group Inc.21,902$649 06/30/2019
     FM21,902$649 06/30/2019
Cetera Advisor Networks LLC21,837$647 06/30/2019
     FM21,837$647 06/30/2019
Ladenburg Thalmann Financial Services Inc.21,263$630 06/30/2019
     FM21,263$630 06/30/2019
Private Advisor Group LLC21,001$622 06/30/2019
     FM21,001$622 06/30/2019
Harbour Capital Advisors LLC20,655$612 06/30/2019
     FM20,655$612 06/30/2019
MBM Wealth Consultants LLC20,495$607 06/30/2019
     FM20,495$607 06/30/2019
Commonwealth Equity Services LLC20,319$601 06/30/2019
     FM20,319$601 06/30/2019
Renaissance Technologies LLC19,000$563 06/30/2019
     FM19,000$563 06/30/2019
Probity Advisors Inc.17,487$518 06/30/2019
     FM17,487$518 06/30/2019
Resources Investment Advisors LLC.17,382$514 06/30/2019
     FM17,382$514 06/30/2019
Pensionmark Financial Group LLC17,058$501 06/30/2019
     FM17,058$501 06/30/2019
Raymond James & Associates16,515$489 06/30/2019
     FM16,515$489 06/30/2019
Grimes & Company Inc.16,158$479 06/30/2019
     FM16,158$479 06/30/2019
Ellevest Inc.15,021$423 09/30/2019
     FM15,021$423 09/30/2019
Silvercrest Asset Management Group LLC14,265$423 06/30/2019
     FM14,265$423 06/30/2019
Truepoint Inc.13,986$414 06/30/2019
     FM13,986$414 06/30/2019
Bank of The West13,186$391 06/30/2019
     FM13,186$391 06/30/2019
BLB&B Advisors LLC12,965$384 06/30/2019
     FM12,965$384 06/30/2019
Rehmann Capital Advisory Group11,986$355 06/30/2019
     FM11,986$355 06/30/2019
Sage Financial Group Inc.11,641$345 06/30/2019
     FM11,641$345 06/30/2019
CX Institutional12,161$342 09/30/2019
     FM12,161$342 09/30/2019
MML Investors Services LLC11,409$338 06/30/2019
     FM11,409$338 06/30/2019
SRS Capital Advisors Inc.10,628$315 06/30/2019
     FM10,628$315 06/30/2019
Raymond James Financial Services Advisors Inc.10,575$313 06/30/2019
     FM10,575$313 06/30/2019
Atria Investments LLC10,014$290 06/30/2019
     FM10,014$290 06/30/2019
Alexandria Capital LLC9,642$286 06/30/2019
     FM9,642$286 06/30/2019
Destination Wealth Management9,250$274 06/30/2019
     FM9,250$274 06/30/2019
Susquehanna International Group LLP8,931$265 06/30/2019
     FM8,931$265 06/30/2019
Whittier Trust Co. of Nevada Inc.9,248$260 09/30/2019
     FM9,248$260 09/30/2019
Ackerman Capital Advisors LLC9,220$259 09/30/2019
     FM9,220$259 09/30/2019
Innealta Capital LLC7,964$236 06/30/2019
     FM7,964$236 06/30/2019
Crow Point Partners LLC8,356$234 09/30/2019
     FM8,356$234 09/30/2019
Millennium Management LLC62,219$215 06/30/2019
     FM62,219$215 06/30/2019
Enterprise Financial Services Corp5,500$162 06/30/2019
     FM5,500$162 06/30/2019
Advisory Services Network LLC3,505$104 06/30/2019
     FM3,505$104 06/30/2019
BDO Wealth Advisors LLC3,366$100 06/30/2019
     FM3,366$100 06/30/2019
Tortoise Investment Management LLC3,295$98 06/30/2019
     FM3,295$98 06/30/2019
Citizens Financial Group Inc RI3,000$89 06/30/2019
     FM3,000$89 06/30/2019
Smithfield Trust Co.2,793$83 06/30/2019
     FM2,793$83 06/30/2019
New Potomac Partners LLC2,649$78 06/30/2019
     FM2,649$78 06/30/2019
Atlas Capital Advisors LLC2,570$76 06/30/2019
     FM2,570$76 06/30/2019
Bogart Wealth LLC1,740$49 09/30/2019
     FM1,740$49 09/30/2019
Simplex Trading LLC1,614$45 09/30/2019
     FM1,614$45 09/30/2019
Johnson Financial Group Inc.1,350$40 06/30/2019
     FM1,350$40 06/30/2019
NEXT Financial Group Inc1,192$34 09/30/2019
     FM1,192$34 09/30/2019
Intercontinental Wealth Advisors LLC1,121$32 09/30/2019
     FM1,121$32 09/30/2019
Proequities Inc.1,073$32 06/30/2019
     FM1,073$32 06/30/2019
Ellis Investment Partners LLC1,010$28 09/30/2019
     FM1,010$28 09/30/2019
Valeo Financial Advisors LLC899$25 09/30/2019
     FM899$25 09/30/2019
Synovus Financial Corp850$25 06/30/2019
     FM850$25 06/30/2019
Citigroup Inc.860$25 06/30/2019
     FM860$25 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC824$23 09/30/2019
     FM824$23 09/30/2019
Harvest Group Wealth Management LLC712$21 06/30/2019
     FM712$21 06/30/2019
MUFG Americas Holdings Corp500$15 06/30/2019
     FM500$15 06/30/2019
Doyle Wealth Management352$10 06/30/2019
     FM352$10 06/30/2019
Lee Financial Co309$9 06/30/2019
     FM309$9 06/30/2019
Captrust Financial Advisors300$9 06/30/2019
     FM300$9 06/30/2019
British Airways Pensions Investment Management Ltd289$9 06/30/2019
     FM289$9 06/30/2019
Optimum Investment Advisors230$6 09/30/2019
     FM230$6 09/30/2019
Blair William & Co. IL200$6 06/30/2019
     FM200$6 06/30/2019
QS Investors LLC193$6 06/30/2019
     FM193$6 06/30/2019
CWM LLC207$6 06/30/2019
     FM207$6 06/30/2019
Crewe Advisors LLC193$6 06/30/2019
     FM193$6 06/30/2019
FMR LLC158$5 06/30/2019
     FM158$5 06/30/2019
Liberty Wealth Management LLC175$5 06/30/2019
     FM175$5 06/30/2019
Main Management LLC131$4 06/30/2019
     FM131$4 06/30/2019
Capital Investment Advisory Services LLC123$3 09/30/2019
     FM123$3 09/30/2019
Coastal Investment Advisors Inc.105$3 09/30/2019
     FM105$3 09/30/2019
JPMorgan Chase & Co.114$3 06/30/2019
     FM114$3 06/30/2019
Wealthcare Advisory Partners LLC75$2 09/30/2019
     FM75$2 09/30/2019
Hartford Financial Management Inc.51$2 06/30/2019
     FM51$2 06/30/2019
Northwestern Mutual Wealth Management Co.28$1 06/30/2019
     FM28$1 06/30/2019
Ogorek Anthony Joseph NY ADV30$0 09/30/2019
     FM30$0 09/30/2019
Exane Derivatives13$0 09/30/2019
     FM13$0 09/30/2019
Clear Investment Research LLC9$0 09/30/2019
     FM9$0 09/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     FM1$0 06/30/2019

See Summary: Institutional Holders of FM
See Details: Top 10 Hedge Funds Holding FM
Also See: FM Holdings Changes

Quotes delayed 20 minutes

Funds Holding FM | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.