FPA CRESCENT FUND-INST (FPACX) Institutional Ownership and Insiders Activity
FPA CRESCENT FUND-INST (FPACX) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $15.77M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Broderick Brian C is the largest disclosed holder, reporting approximately $9.61M in FPACX holdings in its latest filing.
Institutional ownership remains highly concentrated, with Broderick Brian C representing the majority of disclosed value.
Institutional Holders
5
Total Reported Value
$15.77M
Largest Holder
Broderick Brian C
Largest Position
$9.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Broderick Brian C$9.61M
- Hemenway Trust Co Llc$4.32M
- Ethos Financial Group, Llc$1.59M
- Dempze Nancy E$232,366
- Adirondack Trust Co$11,477