Filing Research | FMC - FMC CORP Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	Auto-Owners Insurance Co	Shares	450.0KSH	$5.2M
2	Skylands Capital, LLC	Shares	118.4KSH	$1.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	77.6KSH	$847.1K
4	Oak Thistle LLC	Shares	68.3KSH	$785.0K
5	Sequoia Financial Advisors, LLC	Shares	65.4KSH	$752.3K
6	Unison Advisors LLC	Shares	55.3KSH	$640.0K
7	Louisiana State Employees Retirement System	Shares	54.8KSH	$630.2K
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	43.6KSH	$501.5K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.4KSH	$464.5K
10	Diversified Trust Co	Shares	38.9KSH	$447.4K
11	A&I FINANCIAL SERVICES, LLC	Shares	37.6KSH	$432.4K
12	Police & Firemen's Retirement System of New Jersey	Shares	37.5KSH	$431.4K
13	Sivia Capital Partners, LLC	Shares	37.4KSH	$429.7K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	29.7KSH	$341.0K
15	GREENLEAF TRUST	Shares	27.7KSH	$318.0K
16	Dorato Capital Management	Shares	27.1KSH	$295.5K
17	Pacific Capital Wealth Advisors, Inc.	Shares	25.0KSH	$287.5K
18	Counterpoint Mutual Funds LLC	Shares	23.8KSH	$273.7K
19	Merit Financial Group, LLC	Shares	22.3KSH	$256.2K
20	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	15.8KSH	$182.1K
21	Wedmont Private Capital	Shares	16.6KSH	$181.4K
22	Investors Research Corp	Shares	14.7KSH	$169.4K
23	Apollon Wealth Management, LLC	Shares	14.1KSH	$162.4K
24	Ballentine Partners, LLC	Shares	13.6KSH	$156.3K
25	WADDELL & ASSOCIATES, LLC	Shares	10.1KSH	$115.7K
26	Strid Group, LLC	Shares	10.0KSH	$115.0K
27	Farther Finance Advisors, LLC	Shares	7.5KSH	$86.3K
28	Central Pacific Bank - Trust Division	Shares	7.0KSH	$80.5K
29	EverSource Wealth Advisors, LLC	Shares	5.5KSH	$63.8K
30	GAMMA Investing LLC	Shares	4.5KSH	$51.5K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	4.2KSH	$49.2K
32	SIGNATUREFD, LLC	Shares	2.8KSH	$31.7K
33	IFP Advisors, Inc	Shares	2.7KSH	$31.3K
34	True Wealth Design, LLC	Shares	2.4KSH	$27.9K
35	Versant Capital Management, Inc	Shares	2.1KSH	$24.0K
36	Mountain Hill Investment Partners Corp.	Shares	2.0KSH	$23.0K
37	Blue Trust, Inc.	Shares	985SH	$11.3K
38	SBI Securities Co., Ltd.	Shares	957SH	$11.0K
39	SJS Investment Consulting Inc.	Shares	907SH	$10.4K
40	ELEVATION WEALTH PARTNERS, LLC	Shares	661SH	$7.6K
41	LRI Investments, LLC	Shares	623SH	$7.2K
42	Aspect Partners, LLC	Shares	612SH	$7.0K
43	CITY HOLDING CO	Shares	536SH	$6.2K
44	LANARK FINANCIAL, INC.	Shares	430SH	$5.0K
45	AdvisorNet Financial, Inc	Shares	408SH	$4.7K
46	High Note Wealth, LLC	Shares	307SH	$3.5K
47	Ares Financial Consulting, LLC	Shares	242SH	$2.8K
48	MassMutual Private Wealth & Trust, FSB	Shares	240SH	$2.8K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	215SH	$2.4K
50	Lodestone Wealth Management LLC	Shares	174SH	$2.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 96 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+68.3K	+$785.0K	$785.0K
2	Sequoia Financial Advisors, LLC added	Shares	+51.8K	+$517.3K	$752.3K
3	A&I FINANCIAL SERVICES, LLC new	Shares	+37.6K	+$432.4K	$432.4K
4	Pacific Capital Wealth Advisors, Inc. new	Shares	+25.0K	+$287.5K	$287.5K
5	Counterpoint Mutual Funds LLC new	Shares	+23.8K	+$273.7K	$273.7K
6	Wedmont Private Capital new	Shares	+16.6K	+$181.4K	$181.4K
7	Apollon Wealth Management, LLC new	Shares	+14.1K	+$162.4K	$162.4K
8	Mountain Hill Investment Partners Corp. new	Shares	+2.0K	+$23.0K	$23.0K
9	Central Pacific Bank - Trust Division added	Shares	+3.0K	+$11.6K	$80.5K
10	IFP Advisors, Inc added	Shares	+1.4K	+$7.8K	$31.3K
11	ELEVATION WEALTH PARTNERS, LLC added	Shares	+391	+$3.0K	$7.6K
12	High Note Wealth, LLC added	Shares	+219	+$2.0K	$3.5K
13	Cape Investment Advisory, Inc. new	Shares	+127	+$1.5K	$1.5K
14	Valued Wealth Advisors LLC new	Shares	+91	+$1.1K	$1.1K
15	Bogart Wealth, LLC new	Shares	+44	+$506	$506
16	Cromwell Holdings LLC new	Shares	+20	+$232	$232
17	Creative Capital Management Investments LLC new	Shares	+20	+$230	$230
18	Davis Capital Management new	Shares	+7	+$81	$81
19	Handelsbanken Fonder AB added	Shares	+23.3K	+$69	$667
20	JFS WEALTH ADVISORS, LLC added	Shares	+17	+$66	$464
21	Capital Advisors, Ltd. LLC trimmed	Shares	-14	$0	$1
22	Farmers & Merchants Trust Co of Chambersburg PA trimmed	Shares	-45	-$1	$2
23	Hughes Financial Services, LLC unchanged	Shares	0	-$11	$23
24	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$12	$23
25	Vermillion Wealth Management, Inc. exited	Shares	-1	-$17	$0
26	Abound Wealth Management unchanged	Shares	0	-$35	$69
27	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$40	$81
28	TOMPKINS FINANCIAL CORP unchanged	Shares	0	-$97	$196
29	FINANCIAL CONSULATE, INC added	Shares	+41	-$100	$1.6K
30	Fortitude Family Office, LLC unchanged	Shares	0	-$120	$242
31	Arlington Trust Co LLC exited	Shares	-8	-$138	$0
32	GHP Investment Advisors, Inc. unchanged	Shares	0	-$172	$345
33	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-8	-$195	$115
34	AMALGAMATED BANK trimmed	Shares	-4.5K	-$269	$387
35	Golden State Wealth Management, LLC unchanged	Shares	0	-$294	$589
36	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$314	$633
37	Quaker Wealth Management, LLC unchanged	Shares	0	-$329	$672
38	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$400	$805
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+4.1K	-$466	$1.1K
40	Sound Income Strategies, LLC exited	Shares	-32	-$549	$0
41	City State Bank unchanged	Shares	0	-$612	$1.2K
42	JNBA Financial Advisors unchanged	Shares	0	-$687	$1.4K
43	TFC Financial Management, Inc. exited	Shares	-43	-$741	$0
44	Magnolia Wealth Management, LLC exited	Shares	-45	-$775	$0
45	Lodestone Wealth Management LLC unchanged	Shares	0	-$995	$2.0K
46	State of Alaska, Department of Revenue trimmed	Shares	-21.7K	-$1.3K	$1.9K
47	Sachetta, LLC exited	Shares	-78	-$1.4K	$0
48	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.4K	$2.8K
49	Spire Wealth Management exited	Shares	-93	-$1.6K	$0
50	ST GERMAIN D J CO INC exited	Shares	-100	-$1.7K	$0

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