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Institutional Holders of FMHI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC1,428,109$68,806 03/31/2024
     FMHI1,428,109$68,806 03/31/2024
LPL Financial LLC676,059$32,234 12/31/2023
     FMHI676,059$32,234 12/31/2023
Morgan Stanley496,287$23,663 12/31/2023
     FMHI496,287$23,663 12/31/2023
Wells Fargo & Company MN406,752$19,394 12/31/2023
     FMHI406,752$19,394 12/31/2023
Raymond James Financial Services Advisors Inc.364,565$17,565 03/31/2024
     FMHI364,565$17,565 03/31/2024
Bank of America Corp DE355,933$16,971 12/31/2023
     FMHI355,933$16,971 12/31/2023
Citigroup Inc.303,674$14,479 12/31/2023
     FMHI303,674$14,479 12/31/2023
Crumly & Associates Inc.207,661$9,901 12/31/2023
     FMHI207,661$9,901 12/31/2023
Financial Partners Group Inc182,030$8,679 12/31/2023
     FMHI182,030$8,679 12/31/2023
Manhattan West Asset Management LLC169,821$8,097 12/31/2023
     FMHI169,821$8,097 12/31/2023
Atlas Private Wealth Advisors164,696$7,853 12/31/2023
     FMHI164,696$7,853 12/31/2023
Principle Wealth Partners LLC159,985$7,708 03/31/2024
     FMHI159,985$7,708 03/31/2024
EnRich Financial Partners LLC130,653$6,230 12/31/2023
     FMHI130,653$6,230 12/31/2023
Advisor Group Holdings Inc.119,939$5,719 12/31/2023
     FMHI119,939$5,719 12/31/2023
SlateStone Wealth LLC114,338$5,509 03/31/2024
     FMHI114,338$5,509 03/31/2024
Raymond James & Associates114,279$5,506 03/31/2024
     FMHI114,279$5,506 03/31/2024
Cetera Advisor Networks LLC103,126$4,917 12/31/2023
     FMHI103,126$4,917 12/31/2023
HighTower Advisors LLC101,061$4,820 12/31/2023
     FMHI101,061$4,820 12/31/2023
Cyndeo Wealth Partners LLC89,089$4,292 03/31/2024
     FMHI89,089$4,292 03/31/2024
Private Advisor Group LLC85,115$4,058 12/31/2023
     FMHI85,115$4,058 12/31/2023
Envestnet Asset Management Inc.83,682$3,990 12/31/2023
     FMHI83,682$3,990 12/31/2023
UBS Group AG76,752$3,660 12/31/2023
     FMHI76,752$3,660 12/31/2023
Rockland Trust Co.75,651$3,645 03/31/2024
     FMHI75,651$3,645 03/31/2024
Financial Advocates Investment Management68,544$3,268 12/31/2023
     FMHI68,544$3,268 12/31/2023
AJ Advisors LLC65,756$3,168 03/31/2024
     FMHI65,756$3,168 03/31/2024
MBL Wealth LLC64,870$3,125 03/31/2024
     FMHI64,870$3,125 03/31/2024
Cornerstone Wealth Management LLC64,318$3,099 03/31/2024
     FMHI64,318$3,099 03/31/2024
MML Investors Services LLC64,900$3,094 12/31/2023
     FMHI64,900$3,094 12/31/2023
Platform Technology Partners58,402$2,796 12/31/2023
     FMHI58,402$2,796 12/31/2023
Visionary Wealth Advisors54,555$2,601 12/31/2023
     FMHI54,555$2,601 12/31/2023
Royal Bank of Canada53,873$2,569 12/31/2023
     FMHI53,873$2,569 12/31/2023
CWM LLC49,919$2,405 03/31/2024
     FMHI49,919$2,405 03/31/2024
Commonwealth Equity Services LLC48,333$2,305 12/31/2023
     FMHI48,333$2,305 12/31/2023
Cambridge Investment Research Advisors Inc.46,382$2,235 03/31/2024
     FMHI46,382$2,235 03/31/2024
Steward Partners Investment Advisory LLC45,831$2,185 12/31/2023
     FMHI45,831$2,185 12/31/2023
IFP Advisors Inc45,632$2,176 12/31/2023
     FMHI45,632$2,176 12/31/2023
Advisory Resource Group41,182$1,964 12/31/2023
     FMHI41,182$1,964 12/31/2023
Mutual Advisors LLC39,852$1,900 12/31/2023
     FMHI39,852$1,900 12/31/2023
GSG Advisors LLC39,129$1,871 03/31/2024
     FMHI39,129$1,871 03/31/2024
Beacon Harbor Wealth Advisors Inc.38,862$1,853 12/31/2023
     FMHI38,862$1,853 12/31/2023
Simplicity Wealth LLC31,500$1,518 03/31/2024
     FMHI31,500$1,518 03/31/2024
NewEdge Wealth LLC31,531$1,503 12/31/2023
     FMHI31,531$1,503 12/31/2023
Flow Traders U.S. LLC31,216$1,488 12/31/2023
     FMHI31,216$1,488 12/31/2023
Citadel Advisors LLC30,849$1,471 12/31/2023
     FMHI30,849$1,471 12/31/2023
Stephens Inc. AR30,100$1,435 12/31/2023
     FMHI30,100$1,435 12/31/2023
Evergreen Private Wealth LLC29,374$1,415 03/31/2024
     FMHI29,374$1,415 03/31/2024
Signature Securities Group Corporation27,709$1,335 03/31/2024
     FMHI27,709$1,335 03/31/2024
Equitable Holdings Inc.27,435$1,308 12/31/2023
     FMHI27,435$1,308 12/31/2023
JPMorgan Chase & Co.26,407$1,259 12/31/2023
     FMHI26,407$1,259 12/31/2023
Kestra Advisory Services LLC24,222$1,155 12/31/2023
     FMHI24,222$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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