Who owns FPAG?
FPA Global Equity ETF · FPA
50 institutions reported holding FPAG, worth $466.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FPAG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Oxford Financial Group, Ltd. LLC | Indianapolis, IN | $156.4M | 3,897,208 | +1,348,551 shares |
| Mesirow Financial Investment Management, Inc. | Chicago, IL | $86.1M | 2,143,769 | −2,219,773 shares |
| Verum Partners LLC | Charlotte, NC | $31.3M | 780,750 | +82,692 shares |
| Bank of New York Mellon Corp | New York, NY | $27.2M | 677,553 | +133,561 shares |
| LPL Financial LLC | Fort Mill, SC | $21.1M | 524,541 | +496,804 shares |
| NavPoint Financial, Inc. | Prior Lake, MN | $20.2M | 504,375 | +101,537 shares |
| Goldstone Financial Group, LLC | Oakbrook Terrace, IL | $19.8M | 493,466 | +270,748 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.2M | 328,935 | +17,082 shares |
| Eclectic Associates Inc. | Fullerton, CA | $12.6M | 313,286 | +37,037 shares |
| Allegheny Financial Group | Pittsburgh, PA | $11.7M | 292,639 | +147,145 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FPAG?
50 institutional managers reported holding FPAG in Form 13F filings for June 30, 2026, worth $466.3M in total. The largest reported position was held by Oxford Financial Group, Ltd. LLC, at $156.4M.
Did institutions buy or sell FPAG last quarter?
Reported 13F value rose 14.7% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FPAG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.