FPA NEW INCOME FUND-INST (FPNIX) Institutional Ownership and Insiders Activity

FPA NEW INCOME FUND-INST (FPNIX) is widely held by institutional investors, with 4 firms reporting positions valued at approximately $5.22M based on SEC Form 13F filings for the quarter ended September 30, 2026.

First Merchants Corp is the largest disclosed holder, reporting approximately $3.38M in FPNIX holdings in its latest filing.

Institutional ownership remains highly concentrated, with First Merchants Corp representing the majority of disclosed value.