HoldingsChannel.com
Institutional Holders of FDMO
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.873,345$46,217 12/31/2023
     FDMO873,345$46,217 12/31/2023
Great Lakes Retirement Inc.243,175$12,869 12/31/2023
     FDMO243,175$12,869 12/31/2023
Advisor Group Holdings Inc.140,598$7,441 12/31/2023
     FDMO140,598$7,441 12/31/2023
Cerity Partners LLC83,559$4,422 12/31/2023
     FDMO83,559$4,422 12/31/2023
AE Wealth Management LLC62,762$3,439 12/31/2023
     FDMO62,762$3,439 12/31/2023
FMR LLC61,409$3,250 12/31/2023
     FDMO61,409$3,250 12/31/2023
Cetera Investment Advisers59,321$3,139 12/31/2023
     FDMO59,321$3,139 12/31/2023
Commonwealth Equity Services LLC32,861$1,739 12/31/2023
     FDMO32,861$1,739 12/31/2023
Morgan Stanley30,653$1,622 12/31/2023
     FDMO30,653$1,622 12/31/2023
Wealth Enhancement Advisory Services LLC26,487$1,599 03/31/2024
     FDMO26,487$1,599 03/31/2024
Bryant Woods Investment Advisors LLC25,745$1,362 12/31/2023
     FDMO25,745$1,362 12/31/2023
Kestra Advisory Services LLC25,719$1,361 12/31/2023
     FDMO25,719$1,361 12/31/2023
Raymond James & Associates22,521$1,359 03/31/2024
     FDMO22,521$1,359 03/31/2024
Rehmann Capital Advisory Group23,656$1,252 12/31/2023
     FDMO23,656$1,252 12/31/2023
GWM Advisors LLC21,759$1,185 12/31/2023
     FDMO21,759$1,185 12/31/2023
LPL Financial LLC20,785$1,100 12/31/2023
     FDMO20,785$1,100 12/31/2023
Goldman Sachs Group Inc.18,356$971 12/31/2023
     FDMO18,356$971 12/31/2023
Prudential PLC18,035$954 12/31/2023
     FDMO18,035$954 12/31/2023
Cambridge Investment Research Advisors Inc.13,047$787 03/31/2024
     FDMO13,047$787 03/31/2024
Rockefeller Capital Management L.P.12,325$652 12/31/2023
     FDMO12,325$652 12/31/2023
JPMorgan Chase & Co.12,188$645 12/31/2023
     FDMO12,188$645 12/31/2023
Sax Wealth Advisors LLC11,245$595 12/31/2023
     FDMO11,245$595 12/31/2023
Cetera Advisor Networks LLC10,866$575 12/31/2023
     FDMO10,866$575 12/31/2023
Hoxton Planning & Management LLC8,335$503 03/31/2024
     FDMO8,335$503 03/31/2024
Trilogy Capital Inc.8,146$492 03/31/2024
     FDMO8,146$492 03/31/2024
Inscription Capital LLC6,610$394 03/31/2024
     FDMO6,610$394 03/31/2024
Bank of America Corp DE5,461$289 12/31/2023
     FDMO5,461$289 12/31/2023
Darwin Advisors LLC5,416$287 12/31/2023
     FDMO5,416$287 12/31/2023
Fiduciary Trust Co.4,214$223 12/31/2023
     FDMO4,214$223 12/31/2023
Stonehearth Capital Management LLC3,602$217 03/31/2024
     FDMO3,602$217 03/31/2024
Sunbelt Securities Inc.3,512$212 03/31/2024
     FDMO3,512$212 03/31/2024
Global Retirement Partners LLC268$16 03/31/2024
     FDMO268$16 03/31/2024
Benjamin F. Edwards & Company Inc.300$16 12/31/2023
     FDMO300$16 12/31/2023
Advisory Services Network LLC167$9 12/31/2023
     FDMO167$9 12/31/2023
Spire Wealth Management25$2 03/31/2024
     FDMO25$2 03/31/2024
Royal Bank of Canada16$1 12/31/2023
     FDMO16$1 12/31/2023
Tower Research Capital LLC TRC 20$1 12/31/2023
     FDMO20$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     FDMO0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     FDMO0$0 12/31/2023

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

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