Fermi Inc (FRMI)

CUSIP: 314911108 | NYSE | Real Estate · REIT - Specialty | Mid Cap | 398 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13GCaddis Holdings, LP	52,256,833	8.2%	New 5%+ stake	Jul 16, 2026	No 13F filer matched
13D/ACaddis Holdings, LP	52,256,833	8.2%	−61,240	Jun 30, 2026

Institutional Holders — Q3 2026

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Antipodes Partners Ltd2,040,224

0.2% of portfolio$8.6M

CenterBook Partners LP1,879,838

0.4% of portfolio$7.9M

Ascentis Wealth Management, LLC1,119,105

0.8% of portfolio$4.7M

Citigroup Inc1,072,069

0.0% of portfolio$4.5M

Thrivent Financial for Lutherans915,144

0.0% of portfolio$3.9M

OpenArc Corporate Advisory, LLC900,159

0.0% of portfolio$3.8M

Hiddenite Capital Partners LP875,000

0.7% of portfolio$3.7M

Capricorn Fund Managers Ltd875,000

0.3% of portfolio$3.7M

Bank of New York Mellon Corp744,815

0.0% of portfolio$3.1M

Titleist Asset Management, LLC724,505

0.2% of portfolio$3.1M

Imc-Chicago, LLC666,001

0.0% of portfolio$2.8M

Larson Financial Group LLC610,386

0.1% of portfolio$2.6M

MAD River Investors483,200

0.8% of portfolio$2.0M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS463,570

0.0% of portfolio$2.0M

Creative Planning446,139

0.0% of portfolio$1.9M

Asset Management One Co., Ltd.395,754

0.0% of portfolio$1.7M

Two Seas Capital LP352,671

0.0% of portfolio$1.5M

Burford Brothers, Inc.313,930

0.5% of portfolio$1.3M

Oak Thistle LLC296,917

0.1% of portfolio$1.3M

Simplex Trading, LLC284,433

0.0% of portfolio$1.2M

Sumitomo Mitsui Trust Group, Inc.276,563

0.0% of portfolio$1.2M

Mitsubishi UFJ Asset Management Co., Ltd.263,381

0.0% of portfolio$1.1M

Covestor Ltd243,577

1.9% of portfolio$1.0M

Choreo, LLC187,327

0.0% of portfolio$788.6K

Lecap Asset Management LTD153,894

0.3% of portfolio$647.9K

Commonwealth Equity Services, LLC134,076

0.0% of portfolio$564.5K

Levin Capital Strategies, L.P.120,578

0.0% of portfolio$507.6K

Forum Financial Management, LP117,031

0.0% of portfolio$492.7K

Daiwa Securities Group Inc.110,341

0.0% of portfolio$464.5K

Caitong International Asset Management Co., Ltd109,650

0.0% of portfolio$461.6K

Holos Integrated Wealth LLC100,000

0.1% of portfolio$302.0K

Fulcrum Asset Management LLP95,698

0.0% of portfolio$409.6K

Sumitomo Mitsui DS Asset Management Company, Ltd88,004

0.0% of portfolio$370.5K

Perigon Wealth Management, LLC80,619

0.0% of portfolio$339.4K

Arizona State Retirement System71,895

0.0% of portfolio$302.7K

Fifth Third Bancorp67,928

0.0% of portfolio$286.0K

HUB Investment Partners, LLC61,691

0.0% of portfolio$259.7K

Sanders Morris Harris LLC60,000

0.0% of portfolio$271.2K

Pictet Asset Management Holding SA51,816

0.0% of portfolio$218.1K

Prime Capital Investment Advisors, LLC40,075

0.0% of portfolio$168.7K

Wealth Enhancement Advisory Services, LLC39,531

0.0% of portfolio$144.7K

TCP Asset Management, LLC34,940

0.0% of portfolio$140.8K

Bourgeon Capital Management LLC32,000

0.0% of portfolio$134.7K

DBA Trading, LLC28,500

0.2% of portfolio$120.0K

Swiss Life Asset Management Ltd27,587

0.0% of portfolio$116.1K

Indivisible Partners27,218

0.0% of portfolio$114.6K

Mraz, Amerine & Associates, Inc.25,600

0.0% of portfolio$107.8K

Chicago Partners Investment Group LLC25,218

0.0% of portfolio$64.3K

Independent Financial Group, LLC20,250

0.0% of portfolio$85.3K

PKS Advisory Services, LLC20,000

0.0% of portfolio$183.2K

CIBC Asset Management Inc19,478

0.0% of portfolio$82.0K

Vise Technologies, Inc.18,361

0.0% of portfolio$77.3K

Apollon Wealth Management, LLC16,172

0.0% of portfolio$68.1K

M.E. Allison & Co., Inc.15,000

0.0% of portfolio$63.2K

Daymark Wealth Partners, LLC14,897

0.0% of portfolio$62.7K

TCI Wealth Advisors, Inc.14,358

0.0% of portfolio$60.4K

FNY Investment Advisers, LLC14,155

0.1% of portfolio$59.0K

Xponance LLC14,134

0.0% of portfolio$59.5K

Financial Management Professionals, Inc.13,650

0.0% of portfolio$57.5K

Kestra Advisory Services, LLC13,221

0.0% of portfolio$55.7K

J. L. Bainbridge & Co., Inc.12,783

0.0% of portfolio$53.8K

Amalgamated Bank11,532

0.0% of portfolio$49.0K

Pekin Hardy Strauss, Inc.11,525

0.0% of portfolio$48.5K

KBC Group NV11,253

0.0% of portfolio$47.0K

Farther Finance Advisors, LLC10,456

0.0% of portfolio$44.0K

Occidental Asset Management, LLC10,351

0.0% of portfolio$43.6K

US Bancorp \de\10,285

0.0% of portfolio$43.3K

SteelPeak Wealth, LLC10,045

0.0% of portfolio$42.3K

Gruss & Co., LLC10,000

0.0% of portfolio$42.1K

Clarus Group, Inc.10,000

0.0% of portfolio$42.1K

Sterling Capital Management LLC7,247

0.0% of portfolio$30.5K

Blue Trust, Inc.5,325

0.0% of portfolio$22.4K

SBI Securities Co., Ltd.4,948

0.0% of portfolio$20.8K

Nisa Investment Advisors, LLC4,501

0.0% of portfolio$18.9K

GF Fund Management Co. Ltd.3,540

0.0% of portfolio$14.9K

Strs Ohio3,450

0.0% of portfolio$14.5K

Gamma Investing LLC1,927

0.0% of portfolio$8.1K

Owl Creek Wealth Partners LLC1,235

0.0% of portfolio$5.2K

Asset Dedication, LLC1,230

0.0% of portfolio$5.2K

Root Financial Partners, LLC925

0.0% of portfolio$3.9K

SJS Investment Consulting Inc.907

0.0% of portfolio$3.8K

Essential Partners LLC752

0.0% of portfolio$3.2K

Adirondack Trust Co745

0.0% of portfolio$3.1K

Elyxium Wealth, LLC649

0.0% of portfolio$2.7K

Signaturefd, LLC600

0.0% of portfolio$2.5K

EverSource Wealth Advisors, LLC575

0.0% of portfolio$2.4K

Creative Financial Designs Inc500

0.0% of portfolio$2.1K

Avion Wealth500

0.0% of portfolio$2

Mirae Asset Global Investments Co., Ltd.401

0.0% of portfolio$1.7K

RMG Wealth Management LLC400

0.0% of portfolio$1.0K

GoalVest Advisory LLC320

0.0% of portfolio$1.3K

Versant Capital Management, Inc255

0.0% of portfolio$1.1K

Barrett & Company, Inc.250

0.0% of portfolio$1.1K

CX Institutional200

0.0% of portfolio$1

Silver Grove Financial Group, Inc.64

0.0% of portfolio$269

Hazlett, Burt & Watson, Inc.20

0.0% of portfolio$0

MV Capital Management, Inc.19

0.0% of portfolio$80

Rakuten Securities, Inc.14

0.0% of portfolio$59

Parallel Advisors, LLC12

0.0% of portfolio$51

Hughes Financial Services, LLC4

0.0% of portfolio$11

				Style	Turnover	Location	Filed
Antipodes Partners Ltd	2,040,224	$8.6M	0.2%	Value	High	Royal Exchange, China	2026-11-05
CenterBook Partners LP	1,879,838	$7.9M	0.4%	Value	Very High	Greenwich, CT	2026-11-02
Ascentis Wealth Management, LLC	1,119,105	$4.7M	0.8%	Agg Growth	Low	Dallas, TX	2026-11-03
Citigroup Inc	1,072,069	$4.5M	0.0%	Core	Medium	New York, NY	2026-11-04
Thrivent Financial for Lutherans	915,144	$3.9M	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
OpenArc Corporate Advisory, LLC	900,159	$3.8M	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Hiddenite Capital Partners LP	875,000	$3.7M	0.7%	GARP	Very High	New York, NY	2026-10-29
Capricorn Fund Managers Ltd	875,000	$3.7M	0.3%	GARP	Very High	London, United Kingdom	2026-11-03
Bank of New York Mellon Corp	744,815	$3.1M	0.0%	Core	Low	New York, NY	2026-11-05
Titleist Asset Management, LLC	724,505	$3.1M	0.2%	ETF	Low	San Antonio, TX	2026-10-08
Imc-Chicago, LLC	666,001	$2.8M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Larson Financial Group LLC	610,386	$2.6M	0.1%	Growth	Low	St Louis, MO	2026-11-05
MAD River Investors	483,200	$2.0M	0.8%	Agg Growth	Very Low	Boston, MA	2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	463,570	$2.0M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Creative Planning	446,139	$1.9M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Asset Management One Co., Ltd.	395,754	$1.7M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Two Seas Capital LP	352,671	$1.5M	0.0%	Momentum	Medium	Rye, NY	2026-10-06
Burford Brothers, Inc.	313,930	$1.3M	0.5%	Core	Low	Dallas, TX	2026-10-21
Oak Thistle LLC	296,917	$1.3M	0.1%	Value	Very High	New York, NY	2026-10-21
Simplex Trading, LLC	284,433	$1.2M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Sumitomo Mitsui Trust Group, Inc.	276,563	$1.2M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.	263,381	$1.1M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Covestor Ltd	243,577	$1.0M	1.9%	Value	High	London, United Kingdom	2026-10-30
Choreo, LLC	187,327	$788.6K	0.0%	Index	Low	Rockford, IL	2026-10-28
Lecap Asset Management LTD	153,894	$647.9K	0.3%	Value	Very High	London, United Kingdom	2026-10-27
Commonwealth Equity Services, LLC	134,076	$564.5K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Levin Capital Strategies, L.P.	120,578	$507.6K	0.0%	Value	Medium	New York, NY	2026-11-02
Forum Financial Management, LP	117,031	$492.7K	0.0%	ETF	Low	Lombard, IL	2026-10-16
Daiwa Securities Group Inc.	110,341	$464.5K	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Caitong International Asset Management Co., Ltd	109,650	$461.6K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Holos Integrated Wealth LLC	100,000	$302.0K	0.1%	ETF	Low	Kennett Square, PA	2026-10-23
Fulcrum Asset Management LLP	95,698	$409.6K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd	88,004	$370.5K	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
Perigon Wealth Management, LLC	80,619	$339.4K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Arizona State Retirement System	71,895	$302.7K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Fifth Third Bancorp	67,928	$286.0K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
HUB Investment Partners, LLC	61,691	$259.7K	0.0%	Growth	Low	Austin, TX	2026-11-03
Sanders Morris Harris LLC	60,000	$271.2K	0.0%	GARP	Low	Houston, TX	2026-10-14
Pictet Asset Management Holding SA	51,816	$218.1K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Prime Capital Investment Advisors, LLC	40,075	$168.7K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Wealth Enhancement Advisory Services, LLC	39,531	$144.7K	0.0%	Core	Low	Plymouth, MN	2026-10-13
TCP Asset Management, LLC	34,940	$140.8K	0.0%	ETF	Low	Upper Arlington, OH	2026-10-14
Bourgeon Capital Management LLC	32,000	$134.7K	0.0%	Core	Medium	Darien, CT	2026-10-19
DBA Trading, LLC	28,500	$120.0K	0.2%	Agg Growth	High	Fort Lauderdale, FL	2026-11-04
Swiss Life Asset Management Ltd	27,587	$116.1K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Indivisible Partners	27,218	$114.6K	0.0%	Growth	Medium	Clearwater, FL	2026-10-26
Mraz, Amerine & Associates, Inc.	25,600	$107.8K	0.0%	Deep Value	Low	Modesto, CA	2026-10-30
Chicago Partners Investment Group LLC	25,218	$64.3K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Independent Financial Group, LLC	20,250	$85.3K	0.0%	Growth	Low	San Diego, CA	2026-10-13
PKS Advisory Services, LLC	20,000	$183.2K	0.0%	ETF	Medium	Albany, NY	2026-10-26
CIBC Asset Management Inc	19,478	$82.0K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Vise Technologies, Inc.	18,361	$77.3K	0.0%	Index	Low	New York, NY	2026-10-29
Apollon Wealth Management, LLC	16,172	$68.1K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
M.E. Allison & Co., Inc.	15,000	$63.2K	0.0%	Core	Low	San Antonio, TX	2026-10-09
Daymark Wealth Partners, LLC	14,897	$62.7K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
TCI Wealth Advisors, Inc.	14,358	$60.4K	0.0%	ETF	Low	Tucson, AZ	2026-10-30
FNY Investment Advisers, LLC	14,155	$59.0K	0.1%	Growth	Very High	New York, NY	2026-10-16
Xponance LLC	14,134	$59.5K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Financial Management Professionals, Inc.	13,650	$57.5K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Kestra Advisory Services, LLC	13,221	$55.7K	0.0%	Core	Low	Austin, TX	2026-11-02
J. L. Bainbridge & Co., Inc.	12,783	$53.8K	0.0%	Growth	Low	Sarasota, FL	2026-10-20
Amalgamated Bank	11,532	$49.0K	0.0%	Core	Very Low	New York, NY	2026-10-23
Pekin Hardy Strauss, Inc.	11,525	$48.5K	0.0%	Value	Medium	Chicago, IL	2026-11-02
KBC Group NV	11,253	$47.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Farther Finance Advisors, LLC	10,456	$44.0K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Occidental Asset Management, LLC	10,351	$43.6K	0.0%	Growth	Low	Burlingame, CA	2026-11-05
US Bancorp \de\	10,285	$43.3K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
SteelPeak Wealth, LLC	10,045	$42.3K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Gruss & Co., LLC	10,000	$42.1K	0.0%	Growth	Medium	West Palm Beach, FL	2026-11-02
Clarus Group, Inc.	10,000	$42.1K	0.0%	ETF	Low	Houston, TX	2026-10-21
Sterling Capital Management LLC	7,247	$30.5K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Blue Trust, Inc.	5,325	$22.4K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
SBI Securities Co., Ltd.	4,948	$20.8K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Nisa Investment Advisors, LLC	4,501	$18.9K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
GF Fund Management Co. Ltd.	3,540	$14.9K	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Strs Ohio	3,450	$14.5K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Gamma Investing LLC	1,927	$8.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Owl Creek Wealth Partners LLC	1,235	$5.2K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Asset Dedication, LLC	1,230	$5.2K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Root Financial Partners, LLC	925	$3.9K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
SJS Investment Consulting Inc.	907	$3.8K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Essential Partners LLC	752	$3.2K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Adirondack Trust Co	745	$3.1K	0.0%	Growth	Low	Saratoga Springs, NY	2026-10-14
Elyxium Wealth, LLC	649	$2.7K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Signaturefd, LLC	600	$2.5K	0.0%	Index	Low	Atlanta, GA	2026-10-23
EverSource Wealth Advisors, LLC	575	$2.4K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Creative Financial Designs Inc	500	$2.1K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Avion Wealth	500	$2	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Mirae Asset Global Investments Co., Ltd.	401	$1.7K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
RMG Wealth Management LLC	400	$1.0K	0.0%	ETF	Very High	Platteville, WI	2026-10-26
GoalVest Advisory LLC	320	$1.3K	0.0%	ETF	Medium	New York, NY	2026-10-02
Versant Capital Management, Inc	255	$1.1K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Barrett & Company, Inc.	250	$1.1K	0.0%	ETF	Low	Providence, RI	2026-10-22
CX Institutional	200	$1	0.0%	Core	Medium	Auburn, IN	2026-10-02
Silver Grove Financial Group, Inc.	64	$269	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Hazlett, Burt & Watson, Inc.	20	$0	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
MV Capital Management, Inc.	19	$80	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Rakuten Securities, Inc.	14	$59	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Parallel Advisors, LLC	12	$51	0.0%	Index	Low	San Francisco, CA	2026-11-03
Hughes Financial Services, LLC	4	$11	0.0%	ETF	Low	Herndon, VA	2026-10-30