FPAG Institutional Ownership & Shareholders
FPA GLOBAL EQUITY ETF NEW (FPAG) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $466.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Oxford Financial Group, Ltd. Llc is currently the largest disclosed institutional shareholder of FPAG tracked by InsiderSet, reporting ownership valued at approximately $156.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $163.37M, representing an estimated gain of +4.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed FPAG value among the investors covered in this analysis. Major shareholders include Oxford Financial Group, Ltd. Llc, Mesirow Financial Investment Management, Inc., Verum Partners Llc, and several other long-term asset managers with concentrated positions in FPA GLOBAL EQUITY ETF NEW (FPAG).
This page ranks the largest institutional FPAG 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
48
Total Reported Value
$466.10M
Largest Holder
Oxford Financial Group, Ltd. Llc
Largest Position
$156.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxford Financial Group, Ltd. Llc | 7.93% | 3,897,208 | $156,449,128 | $163,370,959 | +$6,921,831 | +4.42% | |
| Mesirow Financial Investment Management, Inc. | 1.35% | 2,143,769 | $86,059,347 | $89,866,796 | +$3,807,449 | +4.42% | |
| Verum Partners Llc | 5.39% | 811,282 | $33,165,215 | $34,008,941 | +$843,726 | +2.54% | |
| Bank Of New York Mellon Corp | 0.00% | 677,553 | $27,199,620 | $28,403,022 | +$1,203,402 | +4.42% | |
| Navpoint Financial, Inc. | 7.94% | 550,375 | $22,499,350 | $23,071,720 | +$572,370 | +2.54% | |
| Lpl Financial Llc | 0.00% | 524,541 | $21,057,109 | $21,988,759 | +$931,650 | +4.42% | |
| Goldstone Financial Group, Llc | 1.81% | 493,466 | $19,809,643 | $20,686,095 | +$876,452 | +4.42% | |
| Eclectic Associates Inc | 1.56% | 341,085 | $13,944,208 | $14,298,283 | +$354,075 | +2.54% | |
| Raymond James Financial Inc | 0.00% | 328,935 | $13,204,753 | $13,788,955 | +$584,202 | +4.42% | |
| Allegheny Financial Group | 1.25% | 292,639 | $11,747,679 | $12,267,427 | +$519,748 | +4.42% | |
| New England Private Wealth Advisors Llc | 1.12% | 286,081 | $11,694,999 | $11,992,516 | +$297,517 | +2.54% | |
| Wells Fargo & Company/Mn | 0.00% | 180,432 | $7,243,245 | $7,563,709 | +$320,464 | +4.42% | |
| First Pacific Advisors, Lp | 0.07% | 145,470 | $5,839,733 | $6,098,102 | +$258,369 | +4.42% | |
| Argent Trust Co | 0.13% | 113,248 | $4,546,219 | $4,747,356 | +$201,137 | +4.42% | |
| Demming Financial Services Corp | 2.69% | 105,577 | $4,238,284 | $4,425,788 | +$187,504 | +4.42% | |
| Private Advisor Group, Llc | 0.02% | 84,628 | $3,397,294 | $3,547,606 | +$150,312 | +4.42% | |
| Onyx Bridge Wealth Group Llc | 0.26% | 72,045 | $2,945,183 | $3,020,126 | +$74,943 | +2.54% | |
| Good Harbor Advisors, Inc. | 2.33% | 61,103 | $2,497,908 | $2,561,438 | +$63,530 | +2.54% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 58,845 | $2,362,277 | $2,466,782 | +$104,505 | +4.42% | |
| &Partners | 0.01% | 51,971 | $2,086,318 | $2,178,624 | +$92,306 | +4.42% | |
| Shp Wealth Management | 0.14% | 51,512 | $2,067,898 | $2,159,383 | +$91,485 | +4.42% | |
| Compass Ion Advisors, Llc | 0.14% | 42,060 | $1,719,417 | $1,763,155 | +$43,738 | +2.54% | |
| Tanglewood Wealth Management, Inc. | 0.14% | 40,809 | $1,668,272 | $1,710,713 | +$42,441 | +2.54% | |
| Flow Traders U.S. Llc | 0.04% | 24,292 | $975,000 | $1,018,321 | +$43,321 | +4.44% | |
| Certior Financial Group, Llc | 0.53% | 23,806 | $973,201 | $997,948 | +$24,747 | +2.54% | |
| Mills Wealth Advisors Llc | 0.27% | 21,084 | $861,914 | $883,841 | +$21,927 | +2.54% | |
| Equitable Holdings, Inc. | 0.00% | 15,219 | $610,952 | $637,980 | +$27,028 | +4.42% | |
| Davenport & Co Llc | 0.00% | 13,974 | $571,274 | $585,790 | +$14,516 | +2.54% | |
| Dkm Wealth Management, Inc. | 0.31% | 11,794 | $482,139 | $494,404 | +$12,265 | +2.54% | |
| Lakeside Advisors, Inc. | 0.25% | 10,600 | $433,328 | $444,352 | +$11,024 | +2.54% | |
| Guardian Asset Advisors, Llc | 0.19% | 10,562 | $431,808 | $442,759 | +$10,951 | +2.54% | |
| Us Bancorp \De\ | 0.00% | 10,400 | $417,498 | $435,968 | +$18,470 | +4.42% | |
| Cresset Asset Management, Llc | 0.00% | 9,885 | $396,822 | $414,379 | +$17,557 | +4.42% | |
| Retirement Planning Group, Llc | 0.01% | 8,926 | $364,895 | $374,178 | +$9,283 | +2.54% | |
| Janney Montgomery Scott Llc | 0.00% | 7,938 | $319,000 | $332,761 | +$13,761 | +4.31% | |
| Joel Isaacson & Co., Llc | 0.01% | 7,855 | $315,322 | $329,282 | +$13,960 | +4.43% | |
| Osaic Holdings, Inc. | 0.00% | 7,157 | $287,301 | $300,021 | +$12,720 | +4.43% | |
| Stifel Financial Corp | 0.00% | 7,117 | $285,705 | $298,345 | +$12,640 | +4.42% | |
| Mcdonald Partners Llc | 0.06% | 6,500 | $260,935 | $272,480 | +$11,545 | +4.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,811 | $237,530 | $243,597 | +$6,067 | +2.55% | |
| Mowery & Schoenfeld Wealth Management, Llc | 0.15% | 3,381 | $138,216 | $141,732 | +$3,516 | +2.54% | |
| Fifth Third Bancorp | 0.00% | 2,791 | $112,042 | $116,999 | +$4,957 | +4.42% | |
| Private Trust Co Na | 0.01% | 2,000 | $81,760 | $83,840 | +$2,080 | +2.54% | |
| Hazlett, Burt & Watson, Inc. | 0.02% | 1,214 | $49,000 | $50,891 | +$1,891 | +3.86% | |
| Harbor Investment Advisory, Llc | 0.00% | 980 | $40,062 | $41,082 | +$1,020 | +2.55% | |
| Royal Bank Of Canada | 0.00% | 187 | $8,000 | $7,839 | -$161 | -2.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 84,525 | $3,455 | $3,543,288 | +$3,539,833 | +102455.37% | |
| Spire Wealth Management | 0.00% | 44 | $1,799 | $1,844 | +$45 | +2.53% |
Frequently asked questions about FPAG
Who are the largest institutional holders of FPAG?
The largest institutional holders of FPAG reported in the latest SEC Form 13F filings include Oxford Financial Group, Ltd. Llc, Mesirow Financial Investment Management, Inc., Verum Partners Llc, Bank Of New York Mellon Corp, and Navpoint Financial, Inc.. InsiderSet ranks institutional holders by their latest reported FPAG position.
What is FPAG institutional ownership?
This page tracks FPAG positions reported by institutional investment managers through SEC Form 13F. FPA GLOBAL EQUITY ETF NEW (FPAG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPAG?
InsiderSet currently tracks 48 institutional managers reporting FPAG 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 FPAG shareholders.
How much FPAG stock do institutions own?
Institutional investment managers disclosed approximately $466.10M in FPAG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPAG institutional ownership last updated?
The latest FPAG 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 FPAG 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 FPAG position after the reporting date.
Are institutions buying or selling FPAG?
Institutional buying and selling can be analyzed by comparing FPAG positions across consecutive 13F reporting periods. InsiderSet's FPAG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPAG ownership changes.
How has FPAG institutional ownership changed over time?
InsiderSet tracks FPAG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.