FMX — Fomento Economico Mexicano S A Spon Adr Units Institutional Holders · Q3 2026
Who owns Fomento Economico Mexicano S A Spon Adr Units (FMX)? 9 institutions reported holding $658,710 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($356,417), Farther Finance Advisors, LLC ($149,111), Rosenberg Matthew Hamilton ($89,868).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $356,417 | 3,006 | Added |
| 2 | Farther Finance Advisors, LLC | $149,111 | 1,258 | Trimmed |
| 3 | Rosenberg Matthew Hamilton | $89,868 | 758 | Hold |
| 4 | GAMMA Investing LLC | $46,950 | 396 | Added |
| 5 | GILPIN WEALTH MANAGEMENT, LLC | $7,825 | 66 | New |
| 6 | EASTERN BANK | $3,203 | 27 | Trimmed |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $2,846 | 24 | Hold |
| 8 | Versant Capital Management, Inc | $2,490 | 21 | Hold |
| 9 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30