Who Owns FID-MATERIALS (FMAT)? -- Institutional Holders (2026-06-30)

160 institutions reported holding $264.7M of FID-MATERIALS (FMAT) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($98.5M), Lido Advisors, LLC ($37.0M), Independence Financial Advisors, LLC ($12.0M), AGF MANAGEMENT LTD ($6.7M), Kovitz Investment Group Partners, LLC ($5.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AE Wealth Management LLC	$98.5M	1.7M	Added
2	Lido Advisors, LLC	$37.0M	631,686	Trimmed
3	Independence Financial Advisors, LLC	$12.0M	204,631	New
4	AGF MANAGEMENT LTD	$6.7M	115,126	Added
5	Kovitz Investment Group Partners, LLC	$5.4M	92,538	Added
6	COMMONWEALTH EQUITY SERVICES, LLC	$5.2M	88,766	Added
7	Certified Advisory Corp	$4.8M	82,086	Added
8	Steward Partners Investment Advisory, LLC	$4.4M	75,990	Added
9	GOLDMAN SACHS GROUP INC	$4.4M	75,317	Added
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.3M	73,520	Added
11	LPL Financial LLC	$4.0M	67,611	Trimmed
12	Creative Planning	$3.9M	65,863	Trimmed
13	MORGAN STANLEY	$3.8M	64,835	Added
14	OSAIC HOLDINGS, INC.	$3.4M	57,387	Added
15	TWO SIGMA INVESTMENTS, LP	$2.6M	44,600	New
16	ENVESTNET ASSET MANAGEMENT INC	$2.5M	43,266	Trimmed
17	Lifeworks Advisors, LLC	$2.3M	39,081	Added
18	JPMORGAN CHASE & CO	$2.2M	37,941	Added
19	Cetera Investment Advisers	$2.2M	36,891	Trimmed
20	Peak Financial Management, Inc.	$1.9M	32,967	Trimmed
21	MATHER GROUP, LLC.	$1.9M	31,821	Hold
22	STIFEL FINANCIAL CORP	$1.7M	29,814	Added
23	Richmond Brothers, Inc.	$1.7M	29,593	New
24	Cambridge Investment Research Advisors, Inc.	$1.7M	28,470	Added
25	Wealth Alliance Advisory Group, LLC	$1.7M	28,337	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30