Institutional Holders of FMF

There is a long list of 80 institutional holders of FMF 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 FMF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FMF table below, the initial column indicates the name of each top institutional holder of FMF, with a link to that fund's top holdings. The next columns indicate the amount of FMF stock held by each of the institutional holders of FMF, followed by the FMF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.564,095$26,851 12/31/2022
     FMF564,095$26,851 12/31/2022
LPL Financial LLC351,199$16,717 12/31/2022
     FMF351,199$16,717 12/31/2022
Kestra Advisory Services LLC294,948$14,040 12/31/2022
     FMF294,948$14,040 12/31/2022
Advisor Group Holdings Inc.276,274$13,154 12/31/2022
     FMF276,274$13,154 12/31/2022
ALM First Financial Advisors LLC175,000$8,330 12/31/2022
     FMF175,000$8,330 12/31/2022
Refined Wealth Management146,389$6,968 12/31/2022
     FMF146,389$6,968 12/31/2022
Marshall Financial Group LLC123,340$5,871 12/31/2022
     FMF123,340$5,871 12/31/2022
AE Wealth Management LLC117,680$5,602 12/31/2022
     FMF117,680$5,602 12/31/2022
IFP Advisors Inc107,732$5,148 12/31/2022
     FMF107,732$5,148 12/31/2022
Cambria Investment Management L.P.97,219$4,628 12/31/2022
     FMF97,219$4,628 12/31/2022
State Street Corp94,419$4,494 12/31/2022
     FMF94,419$4,494 12/31/2022
Bank of New York Mellon Corp79,016$3,761 12/31/2022
     FMF79,016$3,761 12/31/2022
Truist Financial Corp70,769$3,369 12/31/2022
     FMF70,769$3,369 12/31/2022
Great Valley Advisor Group Inc.70,057$3,334 12/31/2022
     FMF70,057$3,334 12/31/2022
Raymond James & Associates69,923$3,328 12/31/2022
     FMF69,923$3,328 12/31/2022
Avantax Advisory Services Inc.67,074$3,193 12/31/2022
     FMF67,074$3,193 12/31/2022
Flagship Harbor Advisors LLC55,586$2,646 12/31/2022
     FMF55,586$2,646 12/31/2022
Commonwealth Equity Services LLC52,235$2,486 12/31/2022
     FMF52,235$2,486 12/31/2022
Jane Street Group LLC48,232$2,296 12/31/2022
     FMF48,232$2,296 12/31/2022
Cetera Investment Advisers42,897$2,042 12/31/2022
     FMF42,897$2,042 12/31/2022
Catalyst Wealth Management LLC42,186$2,008 12/31/2022
     FMF42,186$2,008 12/31/2022
Raymond James Financial Services Advisors Inc.39,971$1,903 12/31/2022
     FMF39,971$1,903 12/31/2022
PFG Advisors35,971$1,712 12/31/2022
     FMF35,971$1,712 12/31/2022
Fermata Advisors LLC35,073$1,670 12/31/2022
     FMF35,073$1,670 12/31/2022
Moran Wealth Management LLC34,588$1,646 12/31/2022
     FMF34,588$1,646 12/31/2022
Cambridge Investment Research Advisors Inc.34,492$1,642 12/31/2022
     FMF34,492$1,642 12/31/2022
Holistic Financial Partners34,166$1,626 12/31/2022
     FMF34,166$1,626 12/31/2022
Kestra Private Wealth Services LLC31,213$1,486 12/31/2022
     FMF31,213$1,486 12/31/2022
Cetera Advisor Networks LLC29,607$1,409 12/31/2022
     FMF29,607$1,409 12/31/2022
Royal Bank of Canada26,832$1,277 12/31/2022
     FMF26,832$1,277 12/31/2022
Sigma Planning Corp22,033$1,049 12/31/2022
     FMF22,033$1,049 12/31/2022
Jaffetilchin Investment Partners LLC21,377$1,018 12/31/2022
     FMF21,377$1,018 12/31/2022
Susquehanna International Group LLP19,338$920 12/31/2022
     FMF19,338$920 12/31/2022
Janney Montgomery Scott LLC19,273$917 12/31/2022
     FMF19,273$917 12/31/2022
Atria Wealth Solutions Inc.18,656$888 12/31/2022
     FMF18,656$888 12/31/2022
Coppell Advisory Solutions Corp.18,376$875 12/31/2022
     FMF18,376$875 12/31/2022
Fortress Wealth Group LLC14,906$710 12/31/2022
     FMF14,906$710 12/31/2022
Snowden Capital Advisors LLC14,164$674 12/31/2022
     FMF14,164$674 12/31/2022
Benjamin F. Edwards & Company Inc.13,229$630 12/31/2022
     FMF13,229$630 12/31/2022
Ameritas Advisory Services LLC10,878$518 12/31/2022
     FMF10,878$518 12/31/2022
Cetera Advisors LLC10,567$503 12/31/2022
     FMF10,567$503 12/31/2022
Equitable Holdings Inc.9,684$461 12/31/2022
     FMF9,684$461 12/31/2022
Pinnacle Family Advisors LLC8,742$416 12/31/2022
     FMF8,742$416 12/31/2022
Truadvice LLC8,587$411 12/31/2022
     FMF8,587$411 12/31/2022
S.C. Financial Services Inc.8,420$401 12/31/2022
     FMF8,420$401 12/31/2022
Steward Partners Investment Advisory LLC8,239$392 12/31/2022
     FMF8,239$392 12/31/2022
HighTower Advisors LLC8,149$387 12/31/2022
     FMF8,149$387 12/31/2022
Prospera Financial Services Inc7,829$373 12/31/2022
     FMF7,829$373 12/31/2022
RFG Advisory LLC7,875$370 12/31/2022
     FMF7,875$370 12/31/2022
Maripau Wealth Management LLC7,515$356 12/31/2022
     FMF7,515$356 12/31/2022

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

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Institutional Holders of FMF |

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