3 institutions reported holding $4.4M of FPA NEW INCOME INSTL (FPNIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: FIRST MERCHANTS CORP ($4.4M), Financial Gravity Asset Management, Inc. ($238), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | $4.4M | 436,510 | Trimmed |
| 2 | Financial Gravity Asset Management, Inc. | $238 | 24 | Hold |
| 3 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31