Fomento Economico Mex-SP ADRFMX

13F holders, Q4 2024 (December 31)
290holders −24
21new positions
53sold out
5famous investors
$85.46avg. 13F price*

At the end of Q4 2024, 290 institutions reported holding Fomento Economico Mex-SP ADR (FMX) in their 13F filings, down 24 from Q3 2024. 21 opened new positions and 53 sold out. The largest holders were First Eagle Investment Management, LLC ($1.1B), Harding Loevner LP ($498.2M) and Royal Bank of Canada ($450.5M). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Tom Russo (0.0% of Gardner Russo & Quinn's portfolio).

Company
Fomento Economico Mex-SP ADR
CUSIP
344419106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 330Q1 2024Q2 2024: 309Q2 2024Q3 2024: 314Q3 2024Q4 2024: 290Q4 2024Q1 2025: 275Q1 2025Q2 2025: 283Q2 2025Q3 2025: 278Q3 2025Q4 2025: 295Q4 2025Q1 2026: 308Q1 2026Q2 2026: 343Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions21$5.9M
Exits53$161.9M

All 13F filers, Q3 2024 → Q4 2024: 8,831,088 shares bought and 7,578,122 shares sold, net +1,252,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 290 holders

First Eagle Investment Management, LLC 2.43% Add +20.5% 12,655,733 $1.1B
Harding Loevner LP 3.37% Reduce -8.1% 5,827,844 $498.2M
Royal Bank of Canada 0.10% Add +5.5% 5,269,083 $450.5M
Baillie Gifford & Co. 0.28% Add +0.4% 4,325,489 $369.8M
Schroder Investment Management Group 0.35% Add +20.4% 4,228,299 $360.7M
JPMorgan Chase & Co. 0.02% Add +6.8% 3,238,177 $276.8M
FMR LLC 0.02% Add +540.3% 3,147,544 $269.1M
Nuveen Asset Management, LLC 0.05% Add +25.4% 2,158,614 $184.5M
Morgan Stanley 0.01% Reduce -50.2% 1,387,820 $118.6M
Aberdeen Group plc 0.20% Reduce -14.5% 1,252,499 $106.9M
Hawk Ridge Capital Management LP 4.23% No change 1,038,861 $88.8M
Black Creek Investment Management Inc. 4.08% Reduce -0.9% 1,004,674 $85.9M
T. Rowe Price Associates Inc. 0.01% Add +7.3% 957,967 $81.9M
Perpetual Ltd 0.93% Add +23.8% 924,669 $79.0M
ANTIPODES PARTNERS Ltd 2.42% Add +28.4% 815,739 $69.7M
Macquarie Group Ltd. 0.08% Reduce -1.5% 812,207 $69.4M
LBP Am SA 0.88% Reduce -9.9% 761,723 $65.1M
Arrowstreet Capital, Limited Partnership 0.05% Add +77.5% 728,253 $62.3M
Robeco Institutional Asset Management B.V. 0.11% Add +12.8% 654,778 $56.0M
Ninety One UK Ltd 0.15% Add +3.9% 644,148 $55.1M
Altrinsic Global Advisors LLC 2.59% Add +37.6% 625,204 $53.4M
Talaria Asset Management Pty Ltd 12.14% — 551,058 $47.1M
Amundi 0.02% Reduce -6.8% 555,331 $46.6M
Carrhae Capital LLP 5.49% Add +23.4% 543,167 $46.4M
Itau Unibanco Holding S.A. 1.44% Reduce -32.5% 541,396 $46.3M
Asset Value Investors Ltd 19.17% — 500,565 $42.8M
Employees Retirement System of Texas 0.42% Add +3.3% 486,584 $41.6M
BlackRock, Inc. 0.00% Add +7.8% 472,414 $40.4M
UBS Group AG 0.01% Add +86.9% 460,901 $39.4M
Comgest Global Investors S.A.S. 0.64% Reduce -15.1% 453,857 $38.8M
Northern Trust Corp. 0.01% Add +53.8% 441,588 $37.8M
Invesco Ltd. 0.01% Add +73.7% 405,757 $34.7M
Corvex Management LP 1.26% No change 405,150 $34.6M
BNP Paribas Financial Markets 0.03% Add +24.0% 404,738 $34.6M
Northcape Capital Pty Ltd 4.65% Reduce -1.8% 340,036 $29.1M
CIBC Private Wealth Group LLC 0.05% Add +33.4% 346,229 $29.0M
Goldman Sachs Group Inc. 0.01% Reduce -21.1% 332,414 $28.4M
Lazard Asset Management LLC 0.04% Reduce -3.5% 329,353 $28.2M
Sei Investments Co. 0.03% Reduce -5.6% 311,129 $26.6M
Sustainable Growth Advisers, LP 0.13% Reduce -3.9% 292,551 $25.0M
Citigroup Inc. 0.02% Reduce -55.1% 289,705 $24.8M
USS Investment Management Ltd 0.17% Reduce -37.5% 275,210 $23.5M
Envestnet Asset Management Inc. 0.01% Reduce -13.9% 271,155 $23.2M
Bank of America Corp. 0.00% Reduce -59.0% 265,828 $22.7M
STRS Ohio 0.09% Add +88.7% 264,200 $22.6M
Millennium Management 0.02% Add +29.5% 255,677 $21.9M
Ninety One North America, Inc. 1.33% Add +0.6% 250,422 $21.4M
American Century Companies Inc. 0.01% Add +1.9% 250,188 $21.4M
Cook & Bynum Capital Management, LLC 18.74% No change 248,007 $21.2M
Gabelli Funds LLC 0.15% Reduce -0.7% 225,100 $19.2M
Dimensional Fund Advisors LP 0.00% Reduce -15.6% 220,604 $18.9M
Coronation Fund Managers Ltd. 1.08% Reduce -12.6% 215,426 $18.4M
Public Employees Retirement System of Ohio 0.06% Add +6.3% 213,843 $18.3M
Marshall Wace, LLP 0.02% Reduce -22.6% 210,851 $18.0M
INCA Investments LLC 7.19% Reduce -13.8% 204,046 $17.4M
State of New Jersey Common Pension Fund D 0.07% Add +5.0% 193,052 $16.5M
Qube Research & Technologies Ltd 0.02% Reduce -58.0% 137,602 $11.8M
Assenagon Asset Management S.A. 0.02% Add +141.8% 135,003 $11.5M
Healthcare of Ontario Pension Plan Trust Fund 0.02% Reduce -21.5% 120,400 $10.3M
GAMCO Investors 0.09% Reduce -1.0% 99,061 $8.5M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Reduce -68.9% 97,506 $8.3M
Barclays PLC 0.00% Add +28.2% 92,483 $7.9M
Acadian Asset Management LLC 0.02% Add +53.4% 90,120 $7.7M
B. Metzler seel. Sohn & Co. AG 0.07% Add +7.1% 83,264 $7.1M
Janney Capital Management LLC 0.47% Reduce -3.4% 82,785 $7.1M
Barings LLC 0.16% Reduce -7.8% 80,154 $6.9M
Ameriprise Financial Inc. 0.00% Reduce -19.7% 69,558 $5.9M
ABS Direct Equity Fund LLC 6.73% Reduce -12.6% 67,900 $5.8M
US Bancorp \de 0.01% Reduce -2.1% 66,351 $5.7M
Natixis Advisors, LLC 0.01% Reduce -1.8% 51,348 $4.4M
Voloridge Investment Management, LLC 0.02% Add +45.8% 51,038 $4.4M
JARISLOWSKY, FRASER Ltd 0.02% Reduce -0.3% 47,003 $4.0M
Levin Capital Strategies, L.P. 0.38% Reduce -51.4% 46,407 $4.0M
Oppenheimer Asset Management Inc. 0.05% Reduce -4.9% 46,264 $4.0M
Russell Investments Group, Ltd. 0.01% Reduce -45.3% 43,761 $3.7M
Renaissance Group LLC 0.15% Reduce -19.4% 42,472 $3.6M
MMBG Investment Advisors Co. 0.38% No change 41,723 $3.6M
Baker Ellis Asset Management LLC 0.51% Reduce -5.5% 40,838 $3.5M
Vanguard Group Inc. 0.00% Reduce -14.4% 39,876 $3.4M
Portland Global Advisors LLC 0.43% Reduce -12.6% 39,762 $3.4M
Marathon Capital Management 0.79% Reduce -22.7% 36,628 $3.1M
Jump Financial, LLC 0.06% Reduce -38.9% 34,720 $3.0M
Cary Street Partners Financial LLC 0.09% — 33,882 $2.9M
Medina Value Partners, LLC 1.18% Reduce -58.6% 33,773 $2.9M
Solstein Capital, LLC 1.36% No change 28,372 $2.4M
Klein Pavlis & Peasley Financial, Inc. 1.95% Add +10.5% 28,176 $2.4M
Wells Fargo & Company 0.00% Add +17.0% 28,135 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.2% 27,842 $2.4M
Neuberger Berman Group LLC 0.00% Reduce -7.6% 27,388 $2.3M
Fifth Third Bancorp 0.01% Reduce -18.2% 26,134 $2.2M
Manning & Napier Advisors LLC 0.03% Reduce -7.2% 25,962 $2.2M
Bank of Montreal 0.00% Reduce -4.2% 25,123 $2.1M
Jane Street Group, LLC 0.00% Reduce -3.7% 24,713 $2.1M
Citadel Advisors 0.00% Reduce -48.9% 23,529 $2.0M
Madison Asset Management, LLC 0.02% Reduce -1.7% 23,437 $2.0M
Madison Investment Advisors, LLC 0.02% — 23,437 $2.0M
Flossbach Von Storch SE 0.01% Add +4.7% 22,500 $1.9M
Mariner, LLC 0.00% Add +3.1% 22,335 $1.9M
Brandes Investment Partners, LP 0.02% Add +163.5% 22,189 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -2.3% 21,982 $1.9M
Canada Pension Plan Investment Board 0.00% Reduce -43.3% 21,900 $1.9M
Captrust Financial Advisors 0.01% Reduce -0.8% 21,796 $1.9M
Truist Financial Corp. 0.00% Reduce -9.8% 20,957 $1.8M
Creative Planning 0.00% Add +10.0% 20,863 $1.8M
Crossmark Global Holdings, Inc. 0.03% Add +9.2% 20,382 $1.7M
Aigen Investment Management, LP 0.30% Add +20.2% 20,199 $1.7M
Cumberland Partners Ltd 0.12% Reduce -4.8% 20,000 $1.7M
Sarasin & Partners LLP 0.02% Add +33.3% 20,000 $1.7M
Keybank National Association 0.01% Reduce -1.3% 18,408 $1.6M
Fayez Sarofim & Co 0.00% No change 17,132 $1.5M
O'shaughnessy Asset Management, LLC 0.01% Reduce -46.8% 17,093 $1.5M
Choreo, LLC 0.02% Reduce -13.6% 16,260 $1.4M
LPL Financial LLC 0.00% Add +93.7% 14,391 $1.2M
Stifel Financial Corp. 0.00% Add +11.1% 13,864 $1.2M
Nomura Holdings Inc. 0.01% New 13,838 $1.2M
HRT Financial LP 0.01% New 13,634 $1.2M
Oldfield Partners LLP 0.33% No change 13,400 $1.1M
XTX Topco Ltd 0.10% Reduce -43.7% 13,344 $1.1M
HSBC Holdings PLC 0.00% Reduce -3.7% 13,129 $1.1M
Onex Canada Asset Management Inc. 0.13% Reduce -25.7% 12,968 $1.1M
Engineers Gate Manager LP 0.02% Add +15.4% 12,546 $1.1M
Pitcairn Co. 0.06% Add +3.7% 12,441 $1.1M
Cerity Partners LLC 0.00% Add +15.4% 10,983 $1.0M
Ramirez Asset Management, Inc. 0.20% Reduce -10.9% 11,402 $975K
Atria Investments, Inc 0.01% Reduce -19.0% 11,235 $960K
Regions Financial Corp. 0.01% Add +4.9% 10,558 $903K
Whittier Trust Co. 0.01% Add +45.2% 9,962 $852K
Raymond James Financial Inc. 0.00% — 9,510 $813K
Quantbot Technologies LP 0.03% Add +39.1% 9,301 $795K
Bank of New York Mellon Corp 0.00% Reduce -1.6% 9,080 $776K
Ethic Inc. 0.02% Reduce -31.6% 8,922 $763K
Councilmark Asset Management, LLC 0.51% No change 8,870 $758K
Aquatic Capital Management LLC 0.02% Reduce -58.7% 8,176 $699K
Ruffer LLP 0.02% Reduce -66.7% 8,000 $684K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +5.5% 7,704 $658K
Squarepoint Ops LLC 0.00% Reduce -67.4% 7,423 $635K
Campbell & CO Investment Adviser LLC 0.05% New 7,141 $610K
Sava Infond d.o.o. 0.11% — 7,100 $607K
Guggenheim Capital LLC 0.00% Reduce -10.3% 6,986 $597K
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 6,958 $595K
Thomas J. Herzfeld Advisors, Inc. 0.19% Reduce -50.6% 6,859 $586K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -3.9% 6,774 $579K
Susquehanna International Group, LLP 0.00% New 6,390 $546K
Synovus Financial Corp. 0.01% Reduce -48.6% 6,266 $536K
Sequoia Financial Advisors, LLC 0.01% Reduce -1.4% 6,168 $527K
Ritholtz Wealth Management 0.02% Reduce -31.3% 6,156 $526K
Caprock Group, LLC 0.02% Reduce -22.4% 6,137 $525K
Profund Advisors LLC 0.02% Reduce -6.6% 6,130 $524K
MML Investors Services, LLC 0.00% Reduce -2.8% 5,826 $498K
Stephens Inc. 0.01% Add +30.9% 5,816 $497K
FORA Capital, LLC 0.05% Reduce -71.4% 5,568 $476K
O'Brien Greene & Co. Inc 0.15% No change 5,485 $469K
Vident Advisory, LLC 0.01% Reduce -31.9% 5,443 $465K
Beach Investment Counsel Inc. 0.06% Reduce -17.6% 5,400 $462K
Rhumbline Advisers 0.00% No change 5,338 $456K
Quadrant Capital Group LLC 0.03% Reduce -12.5% 5,314 $454K
Lester Murray Antman dba SimplyRich 0.13% Add +21.2% 5,267 $450K
Corient Private Wealth LP 0.00% Add +15.4% 5,147 $440K
AQR Capital Management 0.00% Reduce -51.9% 5,103 $436K
Orion Porfolio Solutions, LLC 0.00% Reduce -8.6% 5,091 $435K
Orion Portfolio Solutions, LLC 0.00% Reduce -8.6% 5,091 $435K
Sanctuary Advisors, LLC 0.00% Add +0.4% 4,981 $435K
Schechter Investment Advisors, LLC 0.03% Reduce -7.4% 5,073 $434K
One Wealth Advisors, LLC 0.06% Reduce -25.3% 5,072 $434K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +5.8% 5,015 $429K
APG Asset Management N.V. 0.00% Reduce -5.5% 5,154 $426K
Blue Trust, Inc. 0.01% Reduce -28.7% 4,807 $411K
Malaga Cove Capital, LLC 0.16% New 4,654 $398K
Callan Family Office, LLC 0.02% New 4,355 $372K
NewEdge Advisors, LLC 0.00% Add +9.7% 4,328 $370K
State Street Corp. 0.00% Reduce -17.9% 4,137 $354K
Assetmark, Inc. 0.00% Add +3079.5% 4,038 $345K
SG Americas Securities, LLC 0.00% Add +52.8% 3,992 $341K
Phraction Management LLC 0.13% No change 3,934 $336K
Marks Group Wealth Management, Inc 0.03% Reduce -43.5% 3,820 $327K
Provida Pension Fund Administrator 0.01% No change 3,790 $324K
Pathstone Holdings, LLC 0.00% Reduce -9.6% 3,756 $321K
Cambridge Investment Research Advisors, Inc. 0.00% Add +58.8% 3,677 $314K
Vise Technologies, Inc. 0.03% New 3,522 $301K
Deltec Asset Management LLC 0.06% Reduce -2.8% 3,500 $299K
Gardner Russo & Quinn 0.00% Reduce -4.8% 3,466 $296K
Kestra Advisory Services, LLC 0.00% Add +16.5% 3,358 $287K
NewEdge Wealth, LLC 0.01% Add +5.9% 3,339 $285K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +51.7% 3,282 $284K
Summitry LLC 0.01% Add +15.3% 3,305 $283K
Whittier Trust Co. of Nevada Inc. 0.01% Add +32.4% 3,282 $281K
AREX Capital Management, LP 0.40% New 3,255 $278K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -16.0% 3,250 $278K
Yousif Capital Management, LLC 0.00% No change 3,237 $277K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% — 3,200 $274K
Fielder Capital Group LLC 0.08% Add +40.7% 3,168 $271K
HighTower Advisors, LLC 0.00% Add +2.5% 3,125 $267K
Franklin Resources Inc. 0.00% Add +4.2% 3,117 $266K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -57.9% 3,057 $261K
Confluence Investment Management LLC 0.00% No change 3,052 $261K
Signaturefd, LLC 0.00% Reduce -2.1% 2,983 $255K
Bridgefront Capital, LLC 0.08% New 2,877 $246K
Compound Planning, Inc. 0.01% Add +13.5% 2,800 $239K
Peapack Gladstone Financial Corp. 0.00% Add +1.6% 2,723 $233K
Cidel Asset Management Inc. 0.02% Reduce -58.2% 2,695 $230K
Park Avenue Securities LLC 0.00% New 2,626 $225K
Fairtree Asset Management (Pty) Ltd 0.21% — 2,603 $223K
Quantinno Capital Management LP 0.00% New 2,550 $218K
Victory Capital Management Inc. 0.00% No change 2,544 $217K
RFG Advisory, LLC 0.01% Add +3.1% 2,525 $216K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -15.9% 2,494 $213K
Greenleaf Trust 0.00% No change 2,395 $205K
Schonfeld Strategic Advisors LLC 0.00% Reduce -87.7% 2,395 $205K
Equitable Holdings, Inc. 0.00% New 2,372 $203K
Qtron Investments LLC 0.03% Reduce -58.2% 2,369 $203K
TD Private Client Wealth LLC 0.00% Reduce -4.2% 1,840 $157K
Sit Investment Associates Inc. 0.00% No change 1,575 $135K
Legal & General Group Plc 0.00% No change 1,575 $135K
Riverview Trust Co 0.11% No change 1,434 $123K
State of Wyoming 0.02% Reduce -9.6% 1,417 $121K
R Squared Ltd 0.11% — 1,380 $118K
Natixis 0.00% No change 1,300 $111K
Cullen/Frost Bankers, Inc. 0.00% No change 1,200 $103K
Principal Securities, Inc. 0.00% Add +11.1% 1,091 $93K
First Horizon Advisors, Inc. 0.00% Reduce -9.1% 985 $84K
Osaic Holdings, Inc. 0.00% Reduce -48.0% 922 $79K
Avior Wealth Management, LLC 0.00% No change 899 $77K
UMB Bank, n.a. 0.00% Add +29.7% 887 $76K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 843 $72K
Trust Co. of Vermont 0.00% No change 800 $68K
Van Eck Associates Corp. 0.00% Reduce -0.1% 801 $68K
Rosenberg Matthew Hamilton 0.02% Add +30.2% 758 $65K
Simplex Trading, LLC 0.00% Reduce -57.5% 718 $61K
EverSource Wealth Advisors, LLC 0.00% Reduce -7.7% 672 $57K
Cwm, LLC 0.00% Add +10.2% 668 $57K
Clearstead Advisors, LLC 0.00% No change 601 $51K
Atlas Capital Advisors Inc. 0.01% No change 601 $51K
Exchange Traded Concepts, LLC 0.00% New 592 $51K
Mather Group, Llc. 0.00% Add +179.1% 575 $49K
Parallel Advisors, LLC 0.00% Add +14.4% 532 $46K
Banque Transatlantique SA 0.00% — 521 $44K
Smartleaf Asset Management LLC 0.00% Reduce -82.5% 464 $40K
Pinnacle Bancorp, Inc. 0.01% No change 429 $37K
Headlands Technologies LLC 0.00% Reduce -97.4% 345 $29K
MAI Capital Management 0.00% New 341 $29K
Brooklyn Investment Group 0.01% Add +82.8% 340 $29K
Pin Oak Investment Advisors Inc. 0.02% No change 259 $26K
Lindbrook Capital, LLC 0.00% Reduce -7.2% 283 $24K
Concourse Financial Group Securities, Inc. 0.00% Reduce -1.1% 270 $23K
National Bank of Canada 0.00% Reduce -98.2% 266 $23K
Allworth Financial LP 0.00% Add +20.9% 243 $21K
Global Retirement Partners, LLC 0.00% No change 221 $19K
Physician Wealth Advisors, Inc. 0.00% New 202 $17K
Farther Finance Advisors, LLC 0.00% Add +1.9% 163 $14K
Federation des caisses Desjardins du Quebec 0.00% No change 151 $13K
Park Place Capital Corp 0.00% Reduce -15.6% 141 $12K
Bessemer Group Inc. 0.00% No change 138 $12K
Jones Financial Companies LLLP 0.00% Add +0.8% 132 $11K
LRI Investments, LLC 0.00% No change 119 $10K
Washington Trust Advisors, Inc. 0.00% No change 119 $10K
Cape Investment Advisory, Inc. 0.00% Reduce -7.3% 114 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -98.8% 110 $9K
Wilmington Savings Fund Society, FSB 0.00% Reduce -0.9% 105 $9K
Hara Capital LLC 0.01% Add +66.7% 100 $9K
Financial Perspectives, Inc 0.00% No change 100 $9K
Nisa Investment Advisors, LLC 0.00% No change 100 $9K
Capital Analysts, LLC 0.00% Reduce -14.9% 91 $8K
Allspring Global Investments Holdings, LLC 0.00% Reduce -100.0% 86 $7K
Smithfield Trust Co 0.00% No change 82 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 81 $7K
GAMMA Investing LLC 0.00% Add +47.1% 75 $6K
Arlington Trust Co LLC 0.00% No change 72 $6K
Eastern Bank 0.00% No change 62 $5K
Highline Wealth Partners LLC 0.00% Add +15.7% 59 $5K
JFS Wealth Advisors, LLC 0.00% No change 54 $5K
Sierra Ocean, LLC 0.00% — 51 $4K
Huntington National Bank 0.00% Reduce -63.3% 43 $4K
Fortitude Family Office, LLC 0.00% Add +77.3% 39 $3K
Arax Advisory Partners 0.00% Add +2.9% 36 $3K
Rakuten Securities, Inc. 0.00% Reduce -2.9% 34 $3K
Venturi Wealth Management, LLC 0.00% Add +19.1% 25 $2K
Sunbelt Securities, Inc. 0.00% No change 23 $2K
Synergy Asset Management, LLC 0.00% New 19 $2K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -80.5% 16 $1K
Glass Jacobson Investment Advisors llc 0.00% New 13 $1K
Aventura Private Wealth, LLC 0.00% — 13 $1K
Bell Investment Advisors, Inc 0.00% New 11 $941
Bogart Wealth, LLC 0.00% New 11 $940
Raffa Wealth Management, LLC 0.00% No change 10 $855
True Wealth Design, LLC 0.00% Reduce -12.5% 7 $599
Creative Financial Designs Inc. 0.00% No change 7 $598
Abound Wealth Management 0.00% No change 6 $513
High Note Wealth, LLC 0.00% New 3 $256
Transce3nd, LLC 0.00% — 2 $175
Cary Street Partners Investment Advisory LLC 0.00% Reduce -100.0% 2 $171

"% of holder's portfolio" is FMX's weight in each manager's 13F, not the share of Fomento Economico Mex-SP ADR the manager owns.