There is a long list of 139 institutional holders of FMHI 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 FMHI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FMHI table below, the initial column indicates the name of each top institutional holder of FMHI, with a link to that fund's top holdings. The next columns indicate the amount of FMHI stock held by each of the institutional holders of FMHI, followed by the FMHI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealth Enhancement Advisory Services LLC | 1,428,109 | $68,806 | 03/31/2024 |
FMHI | 1,428,109 | $68,806 | 03/31/2024 |
LPL Financial LLC | 676,059 | $32,234 | 12/31/2023 |
FMHI | 676,059 | $32,234 | 12/31/2023 |
Morgan Stanley | 496,287 | $23,663 | 12/31/2023 |
FMHI | 496,287 | $23,663 | 12/31/2023 |
Wells Fargo & Company MN | 406,752 | $19,394 | 12/31/2023 |
FMHI | 406,752 | $19,394 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 364,565 | $17,565 | 03/31/2024 |
FMHI | 364,565 | $17,565 | 03/31/2024 |
Bank of America Corp DE | 355,933 | $16,971 | 12/31/2023 |
FMHI | 355,933 | $16,971 | 12/31/2023 |
Citigroup Inc. | 303,674 | $14,479 | 12/31/2023 |
FMHI | 303,674 | $14,479 | 12/31/2023 |
Crumly & Associates Inc. | 207,661 | $9,901 | 12/31/2023 |
FMHI | 207,661 | $9,901 | 12/31/2023 |
Financial Partners Group Inc | 182,030 | $8,679 | 12/31/2023 |
FMHI | 182,030 | $8,679 | 12/31/2023 |
Manhattan West Asset Management LLC | 169,821 | $8,097 | 12/31/2023 |
FMHI | 169,821 | $8,097 | 12/31/2023 |
Atlas Private Wealth Advisors | 164,696 | $7,853 | 12/31/2023 |
FMHI | 164,696 | $7,853 | 12/31/2023 |
Principle Wealth Partners LLC | 159,985 | $7,708 | 03/31/2024 |
FMHI | 159,985 | $7,708 | 03/31/2024 |
EnRich Financial Partners LLC | 130,653 | $6,230 | 12/31/2023 |
FMHI | 130,653 | $6,230 | 12/31/2023 |
Advisor Group Holdings Inc. | 119,939 | $5,719 | 12/31/2023 |
FMHI | 119,939 | $5,719 | 12/31/2023 |
SlateStone Wealth LLC | 114,338 | $5,509 | 03/31/2024 |
FMHI | 114,338 | $5,509 | 03/31/2024 |
Raymond James & Associates | 114,279 | $5,506 | 03/31/2024 |
FMHI | 114,279 | $5,506 | 03/31/2024 |
Cetera Advisor Networks LLC | 103,126 | $4,917 | 12/31/2023 |
FMHI | 103,126 | $4,917 | 12/31/2023 |
HighTower Advisors LLC | 101,061 | $4,820 | 12/31/2023 |
FMHI | 101,061 | $4,820 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 89,089 | $4,292 | 03/31/2024 |
FMHI | 89,089 | $4,292 | 03/31/2024 |
Private Advisor Group LLC | 85,115 | $4,058 | 12/31/2023 |
FMHI | 85,115 | $4,058 | 12/31/2023 |
Envestnet Asset Management Inc. | 83,682 | $3,990 | 12/31/2023 |
FMHI | 83,682 | $3,990 | 12/31/2023 |
UBS Group AG | 76,752 | $3,660 | 12/31/2023 |
FMHI | 76,752 | $3,660 | 12/31/2023 |
Rockland Trust Co. | 75,651 | $3,645 | 03/31/2024 |
FMHI | 75,651 | $3,645 | 03/31/2024 |
Financial Advocates Investment Management | 68,544 | $3,268 | 12/31/2023 |
FMHI | 68,544 | $3,268 | 12/31/2023 |
AJ Advisors LLC | 65,756 | $3,168 | 03/31/2024 |
FMHI | 65,756 | $3,168 | 03/31/2024 |
MBL Wealth LLC | 64,870 | $3,125 | 03/31/2024 |
FMHI | 64,870 | $3,125 | 03/31/2024 |
Cornerstone Wealth Management LLC | 64,318 | $3,099 | 03/31/2024 |
FMHI | 64,318 | $3,099 | 03/31/2024 |
MML Investors Services LLC | 64,900 | $3,094 | 12/31/2023 |
FMHI | 64,900 | $3,094 | 12/31/2023 |
Platform Technology Partners | 58,402 | $2,796 | 12/31/2023 |
FMHI | 58,402 | $2,796 | 12/31/2023 |
Visionary Wealth Advisors | 54,555 | $2,601 | 12/31/2023 |
FMHI | 54,555 | $2,601 | 12/31/2023 |
Royal Bank of Canada | 53,873 | $2,569 | 12/31/2023 |
FMHI | 53,873 | $2,569 | 12/31/2023 |
CWM LLC | 49,919 | $2,405 | 03/31/2024 |
FMHI | 49,919 | $2,405 | 03/31/2024 |
Commonwealth Equity Services LLC | 48,333 | $2,305 | 12/31/2023 |
FMHI | 48,333 | $2,305 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 46,382 | $2,235 | 03/31/2024 |
FMHI | 46,382 | $2,235 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 45,831 | $2,185 | 12/31/2023 |
FMHI | 45,831 | $2,185 | 12/31/2023 |
IFP Advisors Inc | 45,632 | $2,176 | 12/31/2023 |
FMHI | 45,632 | $2,176 | 12/31/2023 |
Advisory Resource Group | 41,182 | $1,964 | 12/31/2023 |
FMHI | 41,182 | $1,964 | 12/31/2023 |
Mutual Advisors LLC | 39,852 | $1,900 | 12/31/2023 |
FMHI | 39,852 | $1,900 | 12/31/2023 |
GSG Advisors LLC | 39,129 | $1,871 | 03/31/2024 |
FMHI | 39,129 | $1,871 | 03/31/2024 |
Beacon Harbor Wealth Advisors Inc. | 38,862 | $1,853 | 12/31/2023 |
FMHI | 38,862 | $1,853 | 12/31/2023 |
Simplicity Wealth LLC | 31,500 | $1,518 | 03/31/2024 |
FMHI | 31,500 | $1,518 | 03/31/2024 |
NewEdge Wealth LLC | 31,531 | $1,503 | 12/31/2023 |
FMHI | 31,531 | $1,503 | 12/31/2023 |
Flow Traders U.S. LLC | 31,216 | $1,488 | 12/31/2023 |
FMHI | 31,216 | $1,488 | 12/31/2023 |
Citadel Advisors LLC | 30,849 | $1,471 | 12/31/2023 |
FMHI | 30,849 | $1,471 | 12/31/2023 |
Stephens Inc. AR | 30,100 | $1,435 | 12/31/2023 |
FMHI | 30,100 | $1,435 | 12/31/2023 |
Evergreen Private Wealth LLC | 29,374 | $1,415 | 03/31/2024 |
FMHI | 29,374 | $1,415 | 03/31/2024 |
Signature Securities Group Corporation | 27,709 | $1,335 | 03/31/2024 |
FMHI | 27,709 | $1,335 | 03/31/2024 |
Equitable Holdings Inc. | 27,435 | $1,308 | 12/31/2023 |
FMHI | 27,435 | $1,308 | 12/31/2023 |
JPMorgan Chase & Co. | 26,407 | $1,259 | 12/31/2023 |
FMHI | 26,407 | $1,259 | 12/31/2023 |
Kestra Advisory Services LLC | 24,222 | $1,155 | 12/31/2023 |
FMHI | 24,222 | $1,155 | 12/31/2023 |
See All: Funds Holding FMHI
See Details: Top 10 Hedge Funds Holding FMHI
Also See: FMHI Holdings Changes
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