Who Owns FPA CRESCENT FUND (FPACX)? -- Institutional Holders (2026-03-31)

4 institutions reported holding $14.7M of FPA CRESCENT FUND (FPACX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Broderick Brian C ($9.0M), Hemenway Trust Co LLC ($4.1M), Ethos Financial Group, LLC ($1.5M), Dempze Nancy E ($217,885). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Broderick Brian C$9.0M211,484Hold
2Hemenway Trust Co LLC$4.1M95,513Added
3Ethos Financial Group, LLC$1.5M34,317New
4Dempze Nancy E$217,8855,135Hold

Source: SEC Form 13F filings · as of 2026-03-31