SEC 13F Intelligence

FFWMFIRST FNDTN INC

CUSIP 32026V104 · Yahoo Finance ↗ · Google Finance ↗

First Fndtn Inc (FFWM) has 152 institutional holders in Filings Flow’s 13F database, together reporting 72.48M shares worth $414M as of Q1 2026. The largest reported holders are Canyon Capital Advisors LLC, Strategic Value Bank Partners LLC, and North Reef Capital Management LP.

Institutional Holders
152
Q1 2026
Reported Value
$414M
Ticker
FFWM
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 76Q4 ’18Q1 ’19: 81Q2 ’19: 73Q2 ’19Q3 ’19: 84Q2 ’21: 133Q2 ’21Q4 ’21: 153Q4 ’22: 154Q4 ’22Q4 ’25: 156Q1 ’26: 152Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $425MQ4 ’18Q1 ’19: $2.4BQ2 ’19: $2.4BQ2 ’19Q3 ’19: $2.9BQ2 ’21: $3.6BQ2 ’21Q4 ’21: $5.5BQ4 ’22: $239MQ4 ’22Q4 ’25: $436MQ1 ’26: $414MQ1 ’26Q2 ’26: $163,807filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
STRATEGIC VALUE BANK PARTNERS LLC$186M AUM21.46%$40M6.77MQ1 2026OLDER
CANYON CAPITAL ADVISORS LLC$772M AUM6.23%$48M8.15MQ1 2026OLDER
Fortress Investment Group LLC$394M AUM6.05%$24M4.04MQ1 2026OLDER
MALTESE CAPITAL MANAGEMENT LLC$508M AUM2.57%$13M2.21MQ1 2026OLDER
EJF Capital LP$142M AUM2.52%$4M720.6KQ4 2025OLDER
Trium Capital LLP$142M AUM1.84%$3M442.9KQ1 2026OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM1.65%$4M719.3KQ1 2026OLDER
FJ Capital Management LLC$888M AUM1.22%$11M2.06MQ3 2025OLDER
North Reef Capital Management LP$2.9B AUM1.20%$35M5.91MQ1 2026OLDER
ABC ARBITRAGE SA$753M AUM0.76%$6M964.3KQ1 2026OLDER
OXFORD ASSET MANAGEMENT LLP$268M AUM0.56%$1M213.7KQ1 2026OLDER
BANC FUNDS CO LLC$537M AUM0.47%$3M432.4KQ1 2026OLDER
Oppenheimer & Close, LLC$159M AUM0.35%$519,82484.4KQ4 2025OLDER
Invenomic Capital Management LP$2.2B AUM0.28%$6M1.05MQ1 2026OLDER
CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM0.27%$3M580.5KQ1 2026OLDER
FLC Capital Advisors$560M AUM0.15%$852,886144.6KQ1 2026OLDER
nVerses Capital, LLC$110M AUM0.14%$62,85610.2KQ4 2025OLDER
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM0.14%$2M400.0KQ1 2026OLDER
Ducere Wealth Management LLC$259M AUM0.12%$310,74750.4KQ1 2026OLDER
Yakira Capital Management, Inc.$342M AUM0.10%$347,79958.9KQ1 2026OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.10%$10M1.81MQ3 2025OLDER
Fourthstone LLC$590M AUM0.09%$490,16088.0KQ3 2025OLDER
Black Maple Capital Management LP$179M AUM0.08%$169,50130.4KQ3 2025OLDER
Curi Capital, LLC$5.6B AUM0.07%$4M659.4KQ1 2026OLDER
Clay Northam Wealth Management, LLC$178M AUM0.07%$122,03020.7KQ1 2026OLDER
NAPLES GLOBAL ADVISORS, LLC$1.4B AUM0.06%$876,522148.6KQ1 2026OLDER
Numerai GP LLC$997M AUM0.05%$351,80763.2KQ3 2025OLDER
WATER ISLAND CAPITAL LLC$896M AUM0.04%$398,68167.6KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$108,02318.3KQ1 2026OLDER
Arcus Capital Partners, LLC$278M AUM0.04%$96,85717.4KQ3 2025OLDER
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM0.04%$12M2.12MQ1 2026OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.04%$472,00080.0KQ1 2026OLDER
Inscription Capital, LLC$951M AUM0.03%$301,06551.0KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.03%$269,51245.7KQ1 2026OLDER
Crawford Fund Management, LLC$520M AUM0.02%$144,82026.0KQ3 2025OLDER
AIGEN INVESTMENT MANAGEMENT, LP$389M AUM0.02%$91,77214.9KQ4 2025OLDER
Alpine Global Management, LLC$668M AUM0.02%$138,65023.5KQ1 2026OLDER
PRIVATE MANAGEMENT GROUP INC$3.5B AUM0.02%$648,086109.8KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.02%$1M242.6KQ4 2025OLDER
Millstone Evans Group, LLC$167M AUM0.02%$28,6394.9KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.01%$377,78364.0KQ1 2026OLDER
Cypress Wealth Services, LLC$708M AUM0.01%$96,07016.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$420,52568.3KQ4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.01%$9M1.59MQ1 2026OLDER
Graham Capital Management, L.P.$4.1B AUM0.01%$430,19069.8KQ4 2025OLDER
Polar Asset Management Partners Inc.$5.0B AUM0.01%$512,66986.9KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$7M1.17MQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.01%$708,000120.0KQ1 2026OLDER
Brooklyn Investment Group$3.2B AUM0.01%$250,44442.4KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.01%$82,31114.0KQ1 2026OLDER
Caprock Group, LLC$4.1B AUM0.01%$243,50541.3KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$205,29433.3KQ4 2025OLDER
Susquehanna Portfolio Strategies, LLC$6.7B AUM0.01%$384,66265.2KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$6M1.06MQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$117,05619.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$148,59225.2KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.00%$20M3.44MQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$2M379.9KQ1 2026OLDER
CSS LLC/IL$2.1B AUM0.00%$71,68512.2KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$3M477.3KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$7M1.25MQ1 2026OLDER
SteelPeak Wealth, LLC$3.9B AUM0.00%$90,69716.3KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.00%$81,52113.2KQ4 2025OLDER
CITIGROUP INC$234.5B AUM0.00%$6M1.06MQ1 2026OLDER
Owl Creek Wealth Partners LLC$281M AUM0.00%$7,2281.2KQ1 2026OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$251,80042.7KQ1 2026OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$101,20215.7KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$11M1.79MQ1 2026OLDER
SUMMIT SECURITIES GROUP LLC$810M AUM0.00%$16,5202.8KQ1 2026OLDER
DRW Securities, LLC$7.2B AUM0.00%$66,78610.8KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$432,27573.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$8M1.28MQ1 2026OLDER
NOMURA HOLDINGS INC$37.7B AUM0.00%$634,504107.5KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$16,1902.7KQ1 2026OLDER
Verition Fund Management LLC$15.4B AUM0.00%$374,22060.8KQ4 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$117,02319.8KQ1 2026OLDER
Assenagon Asset Management S.A.$80.2B AUM0.00%$828,495134.5KQ4 2025OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$205,52734.8KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$98,50616.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$980,380166.2KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$29,4005.0KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M546.9KQ1 2026OLDER
Red Tortoise LLC$240M AUM0.00%$1,882319Q1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$24,7804.2KQ1 2026OLDER
J.Safra Asset Management Corp$1.9B AUM0.00%$9,9862.0KQ3 2025OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$81,06013.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$997,377169.0KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M189.5KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$9M1.61MQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$4M625.6KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$9M1.56MQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$582,50294.6KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$997,861169.1KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$29M4.93MQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$10,7381.8KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$418,70875.2KQ3 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$20M3.35MQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$2M52.5KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M574.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$40,4406.6KQ4 2025OLDER
Rise Advisors, LLC$284M AUM0.00%$1,164209Q3 2025OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$369,74860.0KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$482,64981.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M589.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$27M4.35MQ4 2025OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$24,9104.2KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$13,2822.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$6M1.00MQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$22,5463.7KQ4 2025OLDER
Nuveen, LLC$369.3B AUM0.00%$1M221.2KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$1,847313Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$222,90737.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$3M475.9KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$65,00711.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$159,16427.0KQ1 2026OLDER
STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM0.00%$131,37522.3KQ1 2026OLDER
Private Wealth Management Group, LLC$381M AUM0.00%$1,115181Q4 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$567,81096.2KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$8M1.42MQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$190,56332.3KQ1 2026OLDER
LMR Partners LLP$45.4B AUM0.00%$128,06521.7KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$178,25730.2KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$6,6761.2KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$169,05028.7KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$163,86927.8KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$503,29685.3KQ1 2026OLDER
Kilter Group LLC$232M AUM0.00%$52689Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M182.6KQ1 2026OLDER
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4B AUM0.00%$86,25814.6KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M164.1KQ4 2025OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$476,53877.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$3M490.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$58,1039.8KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$38,3686.5KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$7,1271.2KQ2 2026
ProShare Advisors LLC$67.5B AUM0.00%$71,48111.6KQ4 2025OLDER
Fortitude Family Office, LLC$448M AUM0.00%$55594Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$898,635152.3KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$304,58251.6KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$35460Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$61,36010.4KQ1 2026OLDER
Quarry LP$558M AUM0.00%$43478Q3 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$173,33629.4KQ1 2026OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$106,07018.0KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$61,69010.5KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$109,39519.5KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$2,561434Q1 2026OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$54993Q1 2026OLDER
VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM0.00%$70,84712.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$476,33477.3KQ4 2025OLDER
COMERICA BANK$25.1B AUM0.00%$16,9092.7KQ4 2025OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$47179.8KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$13,2592.2KQ1 2026OLDER
DecisionPoint Financial, LLC$464M AUM0.00%$23640Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$160,50927.2KQ1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$1,457247Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$271,31746.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$20,8213.5KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$147,34926.5KQ3 2025OLDER
Essential Partners LLC$250M AUM0.00%$9218Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$16,1962.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$151,27625.6KQ2 2026
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$5,086862Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$38,0666.5KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$301,34351.1KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$20,2723.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$7713Q1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$91,71615.5KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$35460Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$38465Q1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$244Q1 2026OLDER
FEDERATED HERMES, INC.$61.5B AUM0.00%$9,5971.7KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$29,3945.0KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$4,047657Q4 2025OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$2,533478Q4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$1,546262Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$33,0165.6KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$24842Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$4,366740Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,699288Q2 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$9,5051.6KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$30850Q4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$3,575606Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$77,53213.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$2,301390Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$11219Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$13,0002.3KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$254Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,705628Q2 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM0.00%$40065Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$590100Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.