Who owns FMB?
First Trust Managed Municipal ETF · First Trust
308 institutions reported holding FMB, worth $1.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FMB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $179.6M | 3,496,125 | +155,906 shares |
| LPL Financial LLC | Fort Mill, SC | $124.5M | 2,423,152 | +94,492 shares |
| Wells Fargo & Company | San Francisco, CA | $109.3M | 2,127,424 | −301,317 shares |
| Bank of America Corp. | Charlotte, NC | $106.7M | 2,078,113 | +31,319 shares |
| UBS Group AG | Zurich, Switzerland | $97.2M | 1,891,649 | −12,446 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $64.6M | 1,256,709 | +32,392 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $46.8M | 911,907 | +125,875 shares |
| Avantax Planning Partners, Inc. | Dubuque, IA | $43.0M | 837,252 | −5,655 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $40.2M | 782,447 | +38,020 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $34.0M | 662,862 | +362,390 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FMB?
308 institutional managers reported holding FMB in Form 13F filings for June 30, 2026, worth $1.6B in total. The largest reported position was held by Morgan Stanley, at $179.6M.
Did institutions buy or sell FMB last quarter?
Reported 13F value rose 7.6% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FMB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.