Institutional shares held 3.58 Million
0 calls
0 puts
Total value of holdings $174M
$0 calls
$0 puts
# of Institutions 91


Latest Institutional Activity in FMF

Top Purchases

Q4 2025
Assetmark, Inc Shares Held: 182K ($8.87M)
Q4 2025
Center For Asset Management LLC Shares Held: 59.6K ($2.9M)
Q4 2025
Tcp Asset Management, LLC Shares Held: 215K ($10.4M)
Q4 2025
Concurrent Investment Advisors, LLC Shares Held: 34.3K ($1.67M)
Q4 2025
Hbw Advisory Services LLC Shares Held: 14K ($682K)

Top Sells

Q4 2025
Pfg Advisors Shares Held: 4.66K ($227K)
Q4 2025
Iams Wealth Management, LLC Shares Held: 19.6K ($952K)
Q4 2025
Holistic Financial Partners Shares Held: 4.46K ($217K)
Q4 2025
Spire Wealth Management Shares Held: 277 ($13.5K)
Q4 2025
Professional Financial Advisors, LLC Shares Held: 10.3K ($501K)

About FMF

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