FSMB Institutional Ownership & Shareholders
FIRST TRUST SHORT DUR MANAG (FSMB) is currently held by 134 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $488.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FSMB tracked by InsiderSet, reporting ownership valued at approximately $104.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $103.75M, representing an estimated loss of -1.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FSMB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Rmr Wealth Builders, and several other long-term asset managers with concentrated positions in FIRST TRUST SHORT DUR MANAG (FSMB).
This page ranks the largest institutional FSMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
134
Total Reported Value
$488.25M
Largest Holder
Morgan Stanley
Largest Position
$104.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 5,246,393 | $104,875,415 | $103,747,422 | -$1,127,993 | -1.08% | |
| Lpl Financial Llc | 0.01% | 2,496,609 | $49,907,203 | $49,370,443 | -$536,760 | -1.08% | |
| Rmr Wealth Builders | 1.39% | 1,223,928 | $23,817,633 | $24,203,176 | +$385,543 | +1.62% | |
| Corient Private Wealth Llc | 0.02% | 857,020 | $17,131,833 | $16,947,571 | -$184,263 | -1.08% | |
| Commonwealth Equity Services, Llc | 0.02% | 822,217 | $16,000,350 | $16,259,341 | +$258,991 | +1.62% | |
| Ubs Group Ag | 0.00% | 713,289 | $14,258,647 | $14,105,290 | -$153,357 | -1.08% | |
| Waverly Advisors, Llc | 0.08% | 701,965 | $14,032,283 | $13,881,358 | -$150,925 | -1.08% | |
| Truwealth Advisors, Llc | 0.64% | 668,643 | $13,346,115 | $13,222,415 | -$123,700 | -0.93% | |
| Raymond James Financial Inc | 0.00% | 657,968 | $13,152,767 | $13,011,317 | -$141,450 | -1.08% | |
| Pfs Partners, Llc | 5.26% | 664,535 | $12,931,849 | $13,141,180 | +$209,331 | +1.62% | |
| Cetera Investment Advisers | 0.01% | 593,655 | $11,867,157 | $11,739,528 | -$127,629 | -1.08% | |
| Rockefeller Capital Management L.P. | 0.02% | 523,415 | $10,463,072 | $10,350,532 | -$112,540 | -1.08% | |
| Newedge Advisors, Llc | 0.03% | 511,049 | $10,215,883 | $10,105,994 | -$109,889 | -1.08% | |
| Osaic Holdings, Inc. | 0.01% | 447,272 | $8,940,954 | $8,844,804 | -$96,150 | -1.08% | |
| Enrich Financial Partners Llc | 2.04% | 436,519 | $8,494,668 | $8,632,163 | +$137,495 | +1.62% | |
| Wells Fargo & Company/Mn | 0.00% | 418,603 | $8,367,876 | $8,277,874 | -$90,002 | -1.08% | |
| Envestnet Asset Management Inc | 0.00% | 389,403 | $7,784,159 | $7,700,444 | -$83,715 | -1.08% | |
| Francis Financial, Inc. | 1.17% | 357,852 | $7,153,462 | $7,076,523 | -$76,939 | -1.08% | |
| Royal Bank Of Canada | 0.00% | 354,639 | $7,089,000 | $7,012,986 | -$76,014 | -1.07% | |
| Per Stirling Capital Management, Llc. | 0.60% | 314,616 | $6,289,176 | $6,221,531 | -$67,645 | -1.08% | |
| Jpmorgan Chase & Co | 0.00% | 297,628 | $5,946,617 | $5,885,594 | -$61,023 | -1.03% | |
| Allworth Financial Lp | 0.02% | 283,413 | $5,665,429 | $5,604,492 | -$60,937 | -1.08% | |
| Nilsine Partners, Llc | 0.39% | 286,235 | $5,570,133 | $5,660,297 | +$90,164 | +1.62% | |
| Condor Capital Management | 0.37% | 248,150 | $4,960,530 | $4,907,166 | -$53,364 | -1.08% | |
| True Blue Financial, Llc | 1.78% | 247,082 | $4,808,215 | $4,886,047 | +$77,832 | +1.62% | |
| Principle Wealth Partners Llc | 0.23% | 244,161 | $4,751,373 | $4,828,284 | +$76,911 | +1.62% | |
| Stifel Financial Corp | 0.00% | 221,365 | $4,425,059 | $4,377,493 | -$47,566 | -1.07% | |
| Jane Street Group, Llc | 0.00% | 200,133 | $4,000,659 | $3,957,630 | -$43,029 | -1.08% | |
| Gateway Wealth Partners, Llc | 0.21% | 176,814 | $3,534,502 | $3,496,497 | -$38,005 | -1.08% | |
| Mml Investors Services, Llc | 0.01% | 158,133 | $3,161,079 | $3,127,080 | -$33,999 | -1.08% | |
| Rfg Advisory, Llc | 0.04% | 133,263 | $2,663,933 | $2,635,276 | -$28,657 | -1.08% | |
| Ifp Advisors, Inc | 0.05% | 136,843 | $2,662,965 | $2,706,070 | +$43,105 | +1.62% | |
| Elequin Capital, Lp | 0.09% | 133,130 | $2,661,269 | $2,632,646 | -$28,623 | -1.08% | |
| Cary Street Partners Financial Llc | 0.05% | 122,620 | $2,451,182 | $2,424,811 | -$26,372 | -1.08% | |
| Mgo One Seven Llc | 0.04% | 116,208 | $2,261,411 | $2,298,013 | +$36,602 | +1.62% | |
| Kestra Advisory Services, Llc | 0.01% | 114,548 | $2,229,106 | $2,265,187 | +$36,081 | +1.62% | |
| Sanctuary Advisors, Llc | 0.01% | 108,917 | $2,177,251 | $2,153,834 | -$23,417 | -1.08% | |
| Dynamic Advisor Solutions Llc | 0.06% | 108,299 | $2,107,499 | $2,141,613 | +$34,114 | +1.62% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 103,456 | $2,068,085 | $2,045,842 | -$22,243 | -1.08% | |
| Orion Porfolio Solutions, Llc | 0.02% | 101,268 | $2,024,341 | $2,002,575 | -$21,766 | -1.08% | |
| Insight Inv Llc | 0.88% | 94,681 | $1,842,497 | $1,872,317 | +$29,820 | +1.62% | |
| Tower Research Capital Llc (Trc) | 0.05% | 92,068 | $1,840,439 | $1,820,645 | -$19,794 | -1.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 91,915 | $1,791,423 | $1,817,619 | +$26,196 | +1.46% | |
| Equitable Holdings, Inc. | 0.01% | 88,077 | $1,760,656 | $1,741,723 | -$18,933 | -1.08% | |
| Stephens Inc | 0.02% | 81,821 | $1,635,602 | $1,618,010 | -$17,592 | -1.08% | |
| Fifth Third Bancorp | 0.00% | 77,860 | $1,556,429 | $1,539,682 | -$16,748 | -1.08% | |
| Genesis Private Wealth, Llc | 0.44% | 79,943 | $1,555,687 | $1,580,873 | +$25,186 | +1.62% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 76,789 | $1,535,013 | $1,518,502 | -$16,511 | -1.08% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 76,789 | $1,535,012 | $1,518,502 | -$16,510 | -1.08% | |
| Hobart Private Capital, Llc | 0.26% | 78,265 | $1,523,037 | $1,547,690 | +$24,653 | +1.62% |
Frequently asked questions about FSMB
Who are the largest institutional holders of FSMB?
The largest institutional holders of FSMB reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Rmr Wealth Builders, Corient Private Wealth Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported FSMB position.
What is FSMB institutional ownership?
This page tracks FSMB positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST SHORT DUR MANAG (FSMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FSMB?
InsiderSet currently tracks 134 institutional managers reporting FSMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FSMB shareholders.
How much FSMB stock do institutions own?
Institutional investment managers disclosed approximately $488.25M in FSMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FSMB institutional ownership last updated?
The latest FSMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FSMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FSMB position after the reporting date.
Are institutions buying or selling FSMB?
Institutional buying and selling can be analyzed by comparing FSMB positions across consecutive 13F reporting periods. InsiderSet's FSMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FSMB ownership changes.
How has FSMB institutional ownership changed over time?
InsiderSet tracks FSMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.