FPACX Institutional Ownership & Shareholders
FPA CRESCENT FUND-INST (FPACX) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Broderick Brian C is currently the largest disclosed institutional shareholder of FPACX tracked by InsiderSet, reporting ownership valued at approximately $9.61M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FPACX value among the investors covered in this analysis. Major shareholders include Broderick Brian C, Hemenway Trust Co Llc, Ethos Financial Group, Llc, and several other long-term asset managers with concentrated positions in FPA CRESCENT FUND-INST (FPACX).
This page ranks the largest institutional FPACX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Broderick Brian C | 1.49% | 212,453 | $9,613,498 | — | — | — | |
| Hemenway Trust Co Llc | 0.30% | 95,538 | $4,323,073 | — | — | — | |
| Ethos Financial Group, Llc | 0.11% | 34,474 | $1,588,211 | — | — | — | |
| Dempze Nancy E | 0.11% | 5,135 | $232,366 | — | — | — | |
| Adirondack Trust Co | 0.00% | 250 | $11,477 | — | — | — |
Frequently asked questions about FPACX
Who are the largest institutional holders of FPACX?
The largest institutional holders of FPACX reported in the latest SEC Form 13F filings include Broderick Brian C, Hemenway Trust Co Llc, Ethos Financial Group, Llc, Dempze Nancy E, and Adirondack Trust Co. InsiderSet ranks institutional holders by their latest reported FPACX position.
What is FPACX institutional ownership?
This page tracks FPACX positions reported by institutional investment managers through SEC Form 13F. FPA CRESCENT FUND-INST (FPACX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPACX?
InsiderSet currently tracks 5 institutional managers reporting FPACX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FPACX shareholders.
How much FPACX stock do institutions own?
Institutional investment managers disclosed approximately $15.77M in FPACX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPACX institutional ownership last updated?
The latest FPACX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FPACX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FPACX position after the reporting date.
Are institutions buying or selling FPACX?
Institutional buying and selling can be analyzed by comparing FPACX positions across consecutive 13F reporting periods. InsiderSet's FPACX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPACX ownership changes.
How has FPACX institutional ownership changed over time?
InsiderSet tracks FPACX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.