FMB institutional holders

First Trust Managed Municipal ETF · 319 reporting institutions · $1.5B reported value

Funds that can replace FMB · FMB return decomposition

Institutional holdings

Institutions reporting FMB, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$179.6M23,1852026-06-30
Lpl Financial LLC$124.5M23,4582026-06-30
Wells Fargo & Company/mn$109.3M02026-06-30
Bank of America Corp /de$106.7M02026-06-30
UBS Group AG$97.2M02026-06-30
Raymond James Financial Inc$64.6M02026-06-30
Osaic Holdings, Inc.$46.8M02026-06-30
Avantax Planning Partners, Inc.$43M102026-06-30
Onedigital Investment Advisors LLC$40.2M3862026-06-30
Newedge Advisors$25.6M6012026-06-30
Royal Bank of Canada$22.8M02026-06-30
Truist Financial Corp$22M02026-06-30
Cetera Investment Advisers$20.4M10,3702026-06-30
Rmr Wealth Builders, Inc.$18.1M542026-06-30
Commonwealth Equity Services, LLC$18M2,8632026-06-30
Envestnet Pmc$17.7M602026-06-30
Rockefeller Capital Management LP$16.6M3462026-06-30
Stifel Financial Corp$15.3M02026-06-30
True Blue Financial, LLC$14.5M32026-06-30
Jones Financial Companies LLLP$14.1M02026-06-30
Composition Wealth, LLC$12.9M762026-06-30
Wealthspire Advisors, LLC$12.6M2372026-06-30
Gm Advisory Group, LLC$12.2M02026-03-31
Frisch Financial Group, Inc.$11.7M62026-06-30
Northwestern Mutual Wealth Management Co$10.8M02026-06-30
Motco$9.5M02026-06-30
Bank of New York Mellon Corp$9.5M02026-06-30
Hightower Advisors, LLC$9.2M1,0462026-06-30
Vise Technologies, Inc.$8.7M02026-06-30
Kestra Advisory Services, LLC$8.4M1,4792026-06-30
First Heartland Consultants, Inc.$8.2M992026-06-30
Ern Financial, LLC$7.8M102026-06-30
Bcgm Wealth Management, LLC$7.6M112026-06-30
Citigroup Inc$7.6M02026-06-30
Journey Strategic Wealth LLC$7.4M02026-03-31
Focus Partners Advisor Solutions, LLC$6.9M422026-06-30
Sequoia Financial Group, LLC$6.9M2582026-06-30
Highpoint Advisor Group LLC$6.7M1142026-06-30
Jpmorgan Chase & Co$6.5M02026-06-30
Cwa Asset Management Group, LLC$6.5M492026-06-30
Cwm, LLC$6.2M6672026-03-31
Blackhawk Capital Partners, LLC$6M102026-06-30
MML Investors Services, LLC$5.8M5,1202026-06-30
Arax Advisory Partners$5.7M2322026-06-30
Logan Stone Capital, LLC$5.6M02026-06-30
Steward Partners Investment Advisory, LLC$5.6M4812026-06-30
Private Advisor Group, LLC$5.4M9272026-06-30
Sanctuary Advisors, LLC$5.4M4012026-06-30
Mgo One Seven LLC$5.1M1182026-06-30
Brady Martz Wealth Solutions, LLC$5M82026-06-30
Equitable Holdings, Inc.$4.9M02026-06-30
Allworth Financial, LP$4.9M3172026-06-30
Advance Capital Management, Inc.$4.7M312026-06-30
Comerica Bank$4.6M02025-12-31
Country Trust Bank$4.5M02026-06-30
Fsb Premier Wealth Management, Inc.$4.5M102026-06-30
Integrated Wealth Concepts LLC$4.5M4802026-06-30
Magnus Financial Group LLC$4.4M102026-06-30
Etesian Wealth Advisors, Inc.$4.4M72026-06-30
Prestige Wealth Management Group LLC$4.3M62026-06-30
Fifth Third Bancorp$4.1M02026-06-30
Uniting Wealth Partners$4M162026-06-30
Trufp$4M42026-06-30
Landmark Wealth Management, LLC$3.7M02026-06-30
Westside Investment Management, LLC$3.6M72026-06-30
Edgerock Capital LLC$3.5M122026-06-30
Mariner, LLC$3.5M02026-06-30
Gateway Wealth Partners, LLC$3.5M1012026-06-30
Mutual Advisors, LLC$3.5M1532026-06-30
Able Financial Group, LLC$3.3M92026-06-30
Waverly Advisors, LLC$3.3M2312026-06-30
Arkansas Financial Group, Inc.$3.3M52026-06-30
Vaquero Private Wealth, Ltd$3.2M62026-06-30
Per Stirling Capital Management, Llc.$3.1M312026-06-30
Wealthcare Investment Partners LLC$3M62026-06-30
Elequin Capital, LP$3M02026-06-30
Prospera Financial Services, Inc.$2.9M2702026-06-30
Wealth Enhancement Advisory Services, LLC$2.9M1,0262026-06-30
Hedeker Wealth, LLC$2.9M22026-06-30
Capital Financial Group Inc$2.9M32026-06-30
Lake Street Private Wealth, LLC$2.9M62026-06-30
Clearwater Capital Advisors, LLC$2.9M152026-06-30
Aspenridge Wealth Advisors$2.8M32026-06-30
D.A. Davidson & Co.$2.8M6892026-06-30
Inspirion Wealth Advisors, LLC$2.6M102026-06-30
Sentinel Pension Advisors, LLC$2.6M512026-06-30
Pine Valley Investments Ltd Liability Co$2.5M332026-06-30
Baird Financial Group, Inc.$2.3M02026-06-30
Citadel Advisors LLC$2.3M02026-06-30
Principal Securities, Inc.$2.3M1,4632026-06-30
Golden State Wealth Management, LLC$2.2M472026-06-30
Heck Capital Advisors, LLC$2.2M242026-06-30
Harbour Investments, Inc.$2.2M2472026-06-30
Elevation Point Wealth Partners, LLC$2.2M562026-06-30
Vestmark Advisory Solutions, Inc.$2.2M82026-06-30
Midwest Financial Group LLC$2.2M112026-06-30
Rfg Advisory, LLC$2.1M1912026-06-30
Envestnet Portfolio Solutions, Inc.$2.1M32026-06-30
Keystone Financial Group$2.1M342026-06-30
Gatepass Capital, LLC$2M32026-06-30
Weitzel Financial Services, Inc.$1.9M62026-06-30
Western Wealth Management, LLC$1.9M1122026-06-30
Friday Financial$1.8M312026-06-30
Ashton Thomas Private Wealth, LLC$1.8M962026-06-30
Jane Street Group, LLC$1.8M02026-06-30
Keating Financial Advisory Services, Inc.$1.7M252026-06-30
Oppenheimer & Co. Inc.$1.7M1,1662026-06-30
Legacy Solutions, LLC$1.7M32026-06-30
Dynamic$1.6M752026-06-30
Family Capital Management, Inc.$1.6M42026-06-30
Creative Planning$1.6M1,1712026-06-30
Atlas Private Wealth Advisors$1.6M192026-06-30
Ausdal Financial Partners, Inc.$1.6M1892026-06-30
Sigma Planning Corp$1.5M4742026-06-30
Verus Capital Partners, LLC$1.5M472026-06-30
Stonehaven Wealth & Tax Solutions$1.5M22026-06-30
Advisory Services Network$1.5M2532026-06-30
Stratos Wealth Partners, Ltd.$1.5M3862026-06-30
Stock Yards Bank & Trust Co$1.5M02026-06-30
Insight Wealth Strategies, LLC$1.4M92026-06-30
Pursuit Wealth Management LLC$1.4M02025-12-31
Clear Creek Financial Management, LLC$1.4M442026-06-30
Capital Investment Advisory Services, LLC$1.4M1032026-06-30
&partners$1.3M5552026-06-30
Snowden Capital Advisors LLC$1.3M1222026-06-30
Benjamin Edwards Inc$1.3M02026-06-30
Hobart Private Capital, LLC$1.3M122026-06-30
Gsg Advisors LLC$1.3M32026-06-30
Strategic Financial Partners, Ltd.$1.3M52026-06-30
Concurrent Investment Advisors, LLC$1.3M3492026-06-30
Arkadios Wealth Advisors$1.3M2262026-06-30
Fiduciary Financial Advisors$1.3M512026-06-30
Sowell Financial Services LLC$1.2M1082026-06-30
Global Retirement Partners LLC$1.2M4912026-06-30
Scissortail Wealth Management, LLC$1.2M82026-06-30
Ifp Advisors, Inc$1.2M3182026-06-30
Kestra Private Wealth Services, LLC$1.1M2062026-06-30
Traction Financial Partners, LLC$1.1M72026-06-30
Syntegra Private Wealth Group, LLC$1.1M122026-06-30
Summit Wealth Partners, LLC$1.1M122026-06-30
Financial Strategies Group, Inc.$1.1M72026-06-30
Occidental Asset Management, LLC$1.1M122026-06-30
Chiron Capital Management, LLC$1.1M12026-06-30
Bernardo Wealth Planning LLC$1M112026-06-30
Stephens Inc /ar$1M2432026-06-30
Brookstone Capital Management$1M3372026-06-30
Orion Porfolio Solutions, LLC$1M1992026-06-30
Milestones Private Investment Advisors LLC$984K22026-06-30
Great Valley Advisor Group, LLC$975.5K2052026-06-30
Kintra Wealth, LLC$961.5K472026-06-30
Crumly & Associates Inc.$944.4K62026-06-30
Epg Wealth Management LLC$943.4K112026-06-30
Philip James Wealth Mangement, LLC$943.2K72026-06-30
Tl Private Wealth$921.7K42026-06-30
Cary Street Partners Financial LLC$912.7K02026-06-30
Forum Private Client Group LLC$886.1K72026-06-30
Lvz, Inc.$883.2K162026-06-30
Ameritas Advisory Services, LLC$866.1K5502026-06-30
Pks Advisory Services, LLC$838.3K462026-06-30
Southland Equity Partners, Llc.$834.1K252026-06-30
Gilbert & Cook, Inc.$823.7K182026-06-30
Merit Financial Group, LLC$820.4K2952026-06-30
Goldman Sachs Group Inc$794.5K02026-06-30
Ifg Advisory, LLC$786.1K1102026-06-30
High Net Worth Advisory Group LLC$781.6K62026-06-30
Warren Street Wealth Advisors, LLC$764.9K102026-06-30
Geneos Wealth Management, Inc.$763.7K1932026-06-30
Saxon Financial Group$760.4K152026-06-30
Wcg Wealth Advisors LLC$746K1302026-06-30
Main Line Retirement Advisors, LLC$721.7K22026-06-30
White Wing Wealth Management, LLC$714.5K22026-06-30
Opinicus Capital, Inc.$701.8K42026-06-30
Cadia Private Client LLC$680.2K22026-06-30
First Trust Advisors LP$677.1K6072026-06-30
Cottonwood Capital Advisors, LLC$672.2K22026-06-30
Delos Wealth Advisors, LLC$669.3K62026-06-30
Avestar Capital, LLC$667.6K132026-06-30
Pinnacle Bancorp, Inc.$660.2K02026-06-30
Newsquare Capital, LLC$655.9K62026-06-30
Private Trust Co NA$652.1K02026-06-30
Patten Group, Inc.$643.2K72026-06-30
Murphy, Middleton, Hinkle & Parker, Inc.$626.7K22026-06-30
Total Clarity Wealth Management, Inc.$621.9K222026-06-30
Koshinski Asset Management, Inc.$620.7K692026-06-30
Qp Wealth Management, LLC$587.4K32026-06-30
Triumph Capital Management$582.7K142026-06-30
Kovack Advisors, Inc.$575K2582026-06-30
Fi3 Financial Advisors, LLC$560.1K92026-06-30
Hilton Head Capital Partners, LLC$556.3K62026-06-30
Ameritas Investment Partners, Inc.$554.7K72026-06-30
Summit Financial, LLC$554.6K2292026-06-30
Signature Wealth Management Group$544.1K02026-03-31
Iht Wealth Management LLC$542.9K1592026-06-30
Mai Capital Management$532.3K3082026-06-30
Cypress Capital Group$529.1K02026-06-30
Hfg Wealth Management, LLC$522K32026-06-30
Legacy Private Trust Co.$518.7K02026-06-30
Old Mission Investment Co LLC$517.7K82026-06-30
McDonald Partners LLC$513.7K242026-06-30
Sovran Advisors, LLC$505.1K702026-06-30
Running Point Capital Advisors, LLC$493.2K02025-12-31
Ae Wealth Management LLC$491.2K4712026-06-30
Nilsine Partners, LLC$482.1K152026-06-30
Worth Financial Advisory Group, LLC$479.9K72026-06-30
Cerity Partners LLC$469.7K7772026-06-30
Larson Financial Group LLC$459.2K672026-06-30
Zacks Investment Management$457.9K832026-06-30
Fragasso Financial Advisors Inc$457.2K252026-06-30
Ptm Wealth Management, LLC$455.4K22026-06-30
Financial Enhancement Group LLC$451.9K272026-06-30
Susquehanna International Group, LLP$449.8K02026-06-30
Belpointe Asset Management LLC$445.7K1702026-06-30
Impact Partnership Wealth, LLC$432.3K922026-06-30
Advisory Resource Group$432.1K82026-06-30
Hcr Wealth Advisors$428.6K102026-06-30
Rehmann Capital Advisory Group$427K422026-06-30
World Investment Advisors$426.1K3592026-06-30
Pure Financial Advisors, LLC$422.2K882026-06-30
Integrity Advisory Solutions, LLC$420.5K1272026-06-30
Modern Wealth Management, LLC$418.9K1612026-06-30
Shorehaven Wealth Partners, LLC$416.5K42026-06-30
Naples Global Advisors, LLC$405.8K162026-06-30
Corecap Advisors, LLC$405.1K1182026-06-30
Farther Finance Advisors, LLC$404.6K3342026-06-30
Patriot Financial Group Insurance Agency, LLC$399.7K352026-06-30
U.S. Capital Wealth Advisors, LLC$388.8K02026-03-31
Cooksen Wealth, LLC$388.8K32026-06-30
Lexaurum Advisors, LLC$371.6K352026-06-30
Beacon Pointe Advisors, LLC$359.4K4662026-06-30
Settanni Financial LLC$356.4K32026-06-30
Cornerstone Wealth, Llc/tn$354.3K02026-06-30
Beacon Financial Group$331.4K82026-06-30
Coyle Financial Counsel LLC$318.7K112026-06-30
J.W. Cole Advisors, Inc.$316.2K4992026-06-30
Truewealth Advisors, LLC$315.8K142026-06-30
Bowman & Co S.C.$310.3K02025-12-31
Alta Wealth Advisors LLC$309.1K122026-06-30
Plante Moran Financial Advisors$304.4K1312026-06-30
Proactive Wealth Strategies, LLC$300.1K52026-06-30
Csenge Advisory Group$297.2K752026-06-30
Maridea Wealth Management$292.2K382026-06-30
Auour Investments LLC$284K42026-06-30
Regal Investment Advisors LLC$281.9K1172026-06-30
Maia Wealth LLC$279.8K412026-06-30
Crusonia Wealth Advisors LLC$279.3K172026-06-30
Wealth Advisors Northwest LLC$278.8K72026-06-30
Icon Wealth Advisors, LLC$270.6K182026-06-30
Owen Larue, LLC$254K42026-06-30
Cfo4life Group, LLC$252K02026-06-30
Kingsview Wealth Management, LLC$249.1K1152026-06-30

The 250 largest of 319 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30