NI
FMKT

Natural Investments’s The Free Markets ETF FMKT Stock Holding History

Natural Investments’s Portfolio FMKT Stock Details FMKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-526,223
Closed -$10.7M – 309
2025
Q3 		$10.7M Buy
+526,223
New +$11.6M 2.65% 6

Other funds holding FMKT

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
OCM
Osbon Capital Management Boston, Massachusetts $123M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Natural Investments's FMKT Position: Q4 2025 in Review

Natural Investments sold out of The Free Markets ETF (FMKT) in Q4 2025, closing a stake of 526,223 shares — an estimated $10.7M sold.

Natural Investments first reported a position in FMKT in Q3 2025 and held it in 1 quarter. The position peaked at $10.7M in Q3 2025. 11 funds tracked by Wall St. Rank hold FMKT as of Q4 2025.

  • Natural Investments reported no remaining The Free Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Natural Investments sold 526,223 The Free Markets ETF shares in Q4 2025, an estimated $10.7M.
  • Natural Investments first reported a position in The Free Markets ETF in Q3 2025 and held it in 1 quarter.
  • Natural Investments's The Free Markets ETF position peaked at $10.7M in Q3 2025.
  • 11 funds tracked by Wall St. Rank held The Free Markets ETF as of Q4 2025.

Based on Natural Investments's 13F filing for Q4 2025, filed 23 Jan 2026.