Who Owns FPA (FPAG)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $464.1M of FPA (FPAG) in SEC 13F filings for 2026-06-30. Largest institutional holders: OXFORD FINANCIAL GROUP, LTD. LLC ($156.4M), Mesirow Financial Investment Management, Inc. ($86.1M), Verum Partners LLC ($31.3M), Bank of New York Mellon Corp ($27.2M), LPL Financial LLC ($21.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OXFORD FINANCIAL GROUP, LTD. LLC$156.4M3.9MAdded
2Mesirow Financial Investment Management, Inc.$86.1M2.1MTrimmed
3Verum Partners LLC$31.3M780,750Added
4Bank of New York Mellon Corp$27.2M677,553Added
5LPL Financial LLC$21.1M524,541Added
6NavPoint Financial, Inc.$20.2M504,375Added
7Goldstone Financial Group, LLC$19.8M493,466Added
8RAYMOND JAMES FINANCIAL INC$13.2M328,935Added
9ECLECTIC ASSOCIATES INC /ADV$12.6M313,286Added
10Allegheny Financial Group$11.7M292,639Added
11New England Private Wealth Advisors LLC$11.6M289,678Added
12WELLS FARGO & COMPANY/MN$7.2M180,432Trimmed
13First Pacific Advisors, LP$5.8M145,470New
14Argent Trust Co$4.5M113,248Added
15DEMMING FINANCIAL SERVICES CORP /ADV$4.2M105,577Added
16Private Advisor Group, LLC$3.4M84,628Added
17Onyx Bridge Wealth Group LLC$2.9M72,512Trimmed
18Stratos Wealth Partners, LTD.$2.4M58,845Added
19Cambridge Investment Research Advisors, Inc.$2.3M56,170Added
20FIG FINANCIAL ADVISORY SERVICES INC /ADV$2.1M52,452New
21&PARTNERS$2.1M51,971Added
22SHP Wealth Management$2.1M51,512Added
23Compass Ion Advisors, LLC$2.0M49,347Trimmed
24Tanglewood Wealth Management, Inc.$1.6M40,809Trimmed
25Good Harbor Advisors, Inc.$1.4M35,697Added

Source: SEC Form 13F filings · as of 2026-06-30