← All institutions
Institutional Holdings
FMBHOwnership Summary
Institutions Holding
177
Total Shares Held
14,590,085
Total Value Held
$678,712,250
Quarter
2026-06-30
Active Positions
Increased Positions
62
8,647,517 shares
Decreased Positions
42
3,563,821 shares
Held Positions
33
488,098 shares
New Positions
26
1,890,649 shares
Sold Out Positions
14
236,874 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,375,794 | $114,251,938 | ▲ +307,643 | 0.00% | 2026-06-30 |
| Ballentine Partners, LLC | 1,670,229 | $80,321,312 | ▼ -2,257 | 0.98% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 1,167,770 | $56,157,827 | ▲ +66,675 | 0.01% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,072,533 | $51,578,112 | New position | 0.00% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 751,124 | $36,121,553 | ▲ +94,876 | 0.02% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 659,157 | $31,705,861 | ▲ +97,608 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 584,436 | $28,105,527 | ▲ +59,320 | 0.00% | 2026-06-30 |
| WELLINGTON MANAGEMENT GROUP LLP | 503,186 | $24,198,215 | ▲ +60,733 | 0.00% | 2026-06-30 |
| Boston Partners | 459,139 | $22,076,409 | ▼ -3,914 | 0.02% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 344,995 | $16,590,810 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 249,147 | $11,981,479 | ▲ +30,726 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 224,431 | $10,792,887 | ▲ +42,890 | 0.00% | 2026-06-30 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 205,999 | $9,906,492 | ▼ -765 | 0.01% | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 202,760 | $9,750,728 | ▲ +24,294 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 170,861 | $8,177,408 | ▼ -9,093 | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 165,913 | $7,978,756 | ▲ +8,214 | 0.14% | 2026-06-30 |
| Rhino Investment Partners, Inc | 165,818 | $7,974,188 | ▲ +8,237 | 2.41% | 2026-06-30 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 163,484 | $7,861,946 | ▲ +1,220 | 0.02% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 159,983 | $7,693,582 | New position | 0.00% | 2026-06-30 |
| ENDEAVOUR CAPITAL ADVISORS INC | 157,934 | $7,595,046 | ▼ -27,544 | 1.56% | 2026-06-30 |
| GENDELL JEFFREY L | 137,473 | $6,611,077 | Unchanged | 0.06% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 135,673 | $6,524,530 | ▲ +21,501 | 0.00% | 2026-06-30 |
| Siena Capital Partners GP, LLC | 128,404 | $6,174,948 | Unchanged | 1.49% | 2026-06-30 |
| Bank of New York Mellon Corp | 114,770 | $5,519,298 | ▲ +11,192 | 0.00% | 2026-06-30 |
| Empowered Funds, LLC | 114,413 | $5,502,121 | ▲ +8,214 | 0.03% | 2026-06-30 |
| MALTESE CAPITAL MANAGEMENT LLC | 105,700 | $5,083,113 | ▲ +3,200 | 0.93% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 100,382 | $4,827,370 | ▲ +37,938 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 80,910 | $3,890,966 | ▼ -346 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 74,154 | $3,566,104 | ▲ +23,307 | 0.00% | 2026-06-30 |
| Creative Planning | 72,960 | $3,508,646 | ▲ +5,284 | 0.00% | 2026-06-30 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 66,368 | $3,191,637 | ▲ +3,097 | 0.02% | 2026-06-30 |
| CITADEL ADVISORS LLC | 62,757 | $3,017,984 | New position | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 62,437 | $3,002,668 | ▼ -45,007 | 0.00% | 2026-06-30 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 52,452 | $2,522,417 | ▼ -2,578 | 0.04% | 2026-06-30 |
| DEPRINCE RACE & ZOLLO INC | 48,611 | $2,337,703 | ▼ -70,056 | 0.04% | 2026-06-30 |
| Swiss National Bank | 46,700 | $2,245,803 | ▲ +800 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 45,957 | $2,210,072 | ▲ +4,803 | 0.00% | 2026-06-30 |
| PRUDENTIAL FINANCIAL INC | 45,165 | $2,171,985 | New position | 0.00% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 44,657 | $2,147,556 | New position | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 39,986 | $1,922,927 | ▲ +3,502 | 0.00% | 2026-06-30 |
| Fisher Asset Management, LLC | 39,395 | $1,894,518 | Unchanged | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 37,344 | $1,795,873 | ▲ +9,419 | 0.00% | 2026-06-30 |
| VICTORY CAPITAL MANAGEMENT INC | 33,600 | $1,615,824 | ▲ +2,400 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 31,570 | $1,518,202 | ▲ +2,585 | 0.00% | 2026-06-30 |
| RHUMBLINE ADVISERS | 28,827 | $1,386,283 | ▲ +6,050 | 0.00% | 2026-06-30 |
| Mariner, LLC | 28,591 | $1,374,962 | ▲ +10,354 | 0.00% | 2026-06-30 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28,548 | $1,372,873 | ▲ +9,013 | 0.00% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 28,285 | $1,360,226 | ▲ +19,339 | 0.00% | 2026-06-30 |
| Visionary Wealth Advisors | 28,131 | $1,352,820 | Unchanged | 0.05% | 2026-06-30 |
| Invesco Ltd. | 27,476 | $1,321,321 | New position | 0.00% | 2026-06-30 |
| PRINCIPAL FINANCIAL GROUP INC | 26,168 | $1,258,419 | ▲ +1,609 | 0.00% | 2026-06-30 |
| State of New Jersey Common Pension Fund D | 25,986 | $1,249,667 | New position | 0.00% | 2026-06-30 |
| MARTINGALE ASSET MANAGEMENT L P | 25,817 | $1,241,540 | ▼ -1,800 | 0.03% | 2026-06-30 |
| Armstrong, Fleming & Moore, Inc | 24,930 | $1,198,884 | Unchanged | 0.40% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 24,400 | $1,173,396 | ▲ +3,283 | 0.00% | 2026-06-30 |
| GLOBEFLEX CAPITAL L P | 23,714 | $1,140,406 | Unchanged | 0.15% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 23,356 | $1,123,190 | ▼ -6,714 | 0.00% | 2026-06-30 |
| DUNCKER STREETT & CO INC | 23,211 | $1,116,217 | Unchanged | 0.19% | 2026-06-30 |
| ALLIANCEBERNSTEIN L.P. | 25,045 | $1,031,604 | ▲ +4,110 | 0.00% | 2026-06-30 |
| MAI Capital Management | 20,301 | $976,276 | ▲ +715 | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 17,559 | $844,412 | Unchanged | 0.00% | 2026-06-30 |
| STATE OF WISCONSIN INVESTMENT BOARD | 16,962 | $815,703 | ▲ +3,184 | 0.00% | 2026-06-30 |
| FMR LLC | 16,825 | $809,137 | ▲ +12,848 | 0.00% | 2026-06-30 |
| UBS Group AG | 16,377 | $787,570 | ▼ -11,274 | 0.00% | 2026-06-30 |
| VANGUARD ASSET MANAGEMENT, Ltd | 15,086 | $725,486 | New position | 0.00% | 2026-06-30 |
| Legal & General Group Plc | 15,016 | $722,119 | ▼ -2,848 | 0.00% | 2026-06-30 |
| MetLife Investment Management, LLC | 14,374 | $691,246 | ▲ +2,211 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 14,227 | $684,177 | ▲ +10,598 | 0.00% | 2026-06-30 |
| CANADA PENSION PLAN INVESTMENT BOARD | 13,800 | $663,642 | Unchanged | 0.00% | 2026-06-30 |
| Jupiter Topco LLC | 13,588 | $654,194 | New position | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 13,013 | $625,795 | ▼ -8,280 | 0.00% | 2026-06-30 |
| Valeo Financial Advisors, LLC | 12,556 | $603,818 | ▲ +25 | 0.01% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 12,320 | $592,469 | New position | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 12,218 | $587,564 | ▼ -1,250 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,200 | $586,698 | ▲ +2,729 | 0.00% | 2026-06-30 |
| STRS OHIO | 12,000 | $577,080 | ▲ +2,100 | 0.00% | 2026-06-30 |
| HSBC HOLDINGS PLC | 11,966 | $574,009 | ▼ -14,673 | 0.00% | 2026-06-30 |
| Estate Counselors, LLC | 11,385 | $547,505 | Unchanged | 0.05% | 2026-06-30 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 11,343 | $545,485 | ▲ +1,142 | 0.00% | 2026-06-30 |
| FRANKLIN RESOURCES INC | 11,147 | $536,059 | ▼ -12,487 | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 10,761 | $517,496 | ▼ -1,384 | 0.00% | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | 10,425 | $501,338 | ▼ -1,817 | 0.01% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 10,262 | $493,500 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,188 | $489,941 | ▲ +2,200 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 10,062 | $483,881 | ▼ -861 | 0.00% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 9,920 | $477,053 | ▼ -41,180 | 0.00% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 9,831 | $472,772 | ▲ +891 | 0.00% | 2026-06-30 |
| Balyasny Asset Management L.P. | 9,480 | $455,893 | New position | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 9,454 | $454,643 | ▼ -2,259 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 9,042 | $434,829 | ▲ +27 | 0.00% | 2026-06-30 |
| SEI INVESTMENTS CO | 8,585 | $412,853 | ▼ -5,300 | 0.00% | 2026-06-30 |
| Vanguard Investments Australia, Ltd. | 8,145 | $391,693 | New position | 0.00% | 2026-06-30 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,743 | $372,361 | Unchanged | 0.00% | 2026-06-30 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7,657 | $368,225 | ▼ -95 | 0.01% | 2026-06-30 |
| KLP KAPITALFORVALTNING AS | 7,300 | $351,057 | Unchanged | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 7,265 | $349,374 | ▲ +1,320 | 0.00% | 2026-06-30 |
| Sterling Capital Management LLC | 6,605 | $317,634 | ▼ -225 | 0.01% | 2026-06-30 |
| CarsonAllaria Wealth Management, Ltd. | 6,513 | $313,212 | ▲ +24 | 0.14% | 2026-06-30 |
| CHOREO, LLC | 6,463 | $310,811 | ▼ -70 | 0.00% | 2026-06-30 |
| ARIZONA STATE RETIREMENT SYSTEM | 6,428 | $309,123 | ▲ +495 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 6,188 | $297,581 | Unchanged | 0.00% | 2026-06-30 |
| FEDERATED HERMES, INC. | 5,953 | $286,280 | ▲ +2,919 | 0.00% | 2026-06-30 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 5,790 | $278,441 | Unchanged | 0.00% | 2026-06-30 |
| VOYA INVESTMENT MANAGEMENT LLC | 5,338 | $256,704 | New position | 0.00% | 2026-06-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,061 | $242,579 | New position | 0.00% | 2026-06-30 |
| INTECH INVESTMENT MANAGEMENT LLC | 4,902 | $235,737 | ▼ -478 | 0.00% | 2026-06-30 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 4,837 | $232,612 | ▼ -2,490 | 0.00% | 2026-06-30 |
| Equitable Holdings, Inc. | 4,500 | $216,405 | New position | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 4,268 | $205,248 | ▼ -187 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 4,178 | $200,920 | New position | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 3,966 | $190,725 | ▼ -3,734 | 0.00% | 2026-06-30 |
| PL Capital Advisors, LLC | 3,344 | $160,813 | Unchanged | 0.04% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 2,755 | $132,598 | ▼ -56 | 0.00% | 2026-06-30 |
| Hills Bank & Trust Co | 2,364 | $113,685 | New position | 0.00% | 2026-06-30 |
| Ameritas Investment Partners, Inc. | 2,236 | $107,529 | ▲ +417 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 1,972 | $94,834 | ▲ +1,863 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,744 | $83,869 | ▼ -1,791 | 0.00% | 2026-06-30 |
| SIGNATUREFD, LLC | 1,454 | $69,923 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 1,407 | $67,663 | ▼ -63 | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 1,284 | $61,748 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 860 | $41,357 | ▲ +663 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 784 | $38,000 | ▲ +769 | 0.00% | 2026-06-30 |
| Hickory Point Bank & Trust | 696 | $33,471 | Unchanged | 0.02% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 653 | $31,402 | New position | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 549 | $26,401 | Unchanged | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 516 | $24,814 | ▲ +13 | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 499 | $23,997 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 495 | $23,804 | ▼ -5,000 | 0.00% | 2026-06-30 |
| Westside Investment Management, Inc. | 430 | $20,678 | Unchanged | 0.00% | 2026-06-30 |
| GW&K Investment Management, LLC | 414,566 | $19,936 | ▼ -17,873 | 0.16% | 2026-06-30 |
| Allworth Financial LP | 346 | $16,640 | ▼ -7 | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 328 | $15,774 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 304 | $14,614 | ▼ -8 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 269 | $12,936 | ▲ +61 | 0.00% | 2026-06-30 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 248 | $11,926 | ▼ -90 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 240 | $11,541 | ▲ +10 | 0.00% | 2026-06-30 |
| Optiver Holding B.V. | 216 | $10,387 | ▲ +128 | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 174 | $8,368 | Unchanged | 0.00% | 2026-06-30 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 165 | $7,935 | Unchanged | 0.00% | 2026-06-30 |
| Bare Financial Services, Inc | 102 | $4,905 | ▲ +46 | 0.00% | 2026-06-30 |
| Clearstead Advisors, LLC | 83 | $3,992 | New position | 0.00% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 71 | $3,414 | ▲ +46 | 0.00% | 2026-06-30 |
| Essential Partners LLC | 65 | $3,126 | ▼ -303 | 0.00% | 2026-06-30 |
| Torren Management, LLC | 54 | $2,597 | Unchanged | 0.00% | 2026-06-30 |
| Fortitude Family Office, LLC | 35 | $1,683 | New position | 0.00% | 2026-06-30 |
| Private Wealth Management Group, LLC | 29 | $1,395 | Unchanged | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 27 | $1,299 | ▼ -2 | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 20,235 | $974 | ▲ +3,687 | 0.00% | 2026-06-30 |
| RAFFA WEALTH MANAGEMENT, LLC | 17 | $818 | Unchanged | 0.00% | 2026-06-30 |
| Trust Co | 15 | $726 | Unchanged | 0.00% | 2026-06-30 |
| Quarry LP | 14 | $673 | New position | 0.00% | 2026-06-30 |
| Bruce G. Allen Investments, LLC | 14 | $673 | Unchanged | 0.00% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 13,252 | $637 | New position | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 11,541 | $555 | ▲ +1,580 | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 10 | $481 | Unchanged | 0.00% | 2026-06-30 |
| Thrivent Financial for Lutherans | 6,469 | $311 | ▼ -14,981 | 0.00% | 2026-06-30 |
| SJS Investment Consulting Inc. | 6 | $289 | ▲ +2 | 0.00% | 2026-06-30 |
| CANADA LIFE ASSURANCE Co | 3,710 | $178 | Unchanged | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 3 | $144 | Unchanged | 0.00% | 2026-06-30 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2,076 | $100 | Unchanged | 0.00% | 2026-06-30 |
| State of Alaska, Department of Revenue | 958 | $46 | Unchanged | 0.00% | 2026-06-30 |
| Capital Advisors, Ltd. LLC | 4 | $0 | Unchanged | 0.00% | 2026-06-30 |
| Covestor Ltd | 8 | $0 | ▼ -2 | 0.00% | 2026-06-30 |
| Western Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HRT FINANCIAL LP | 0 | $0 | Sold out | 2026-06-30 | |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| JANE STREET GROUP, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Squarepoint Ops LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Point72 Asset Management, L.P. | 0 | $0 | Sold out | 2026-06-30 | |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Abacus Wealth Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EP Wealth Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Pictet Asset Management Holding SA | 0 | $0 | Sold out | 2026-06-30 | |
| Clear Point Advisors Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| State of Wyoming | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 |