FPNIX Institutional Ownership & Shareholders
FPA NEW INCOME FUND-INST (FPNIX) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.22M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
First Merchants Corp is currently the largest disclosed institutional shareholder of FPNIX tracked by InsiderSet, reporting ownership valued at approximately $3.38M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FPNIX value among the investors covered in this analysis. Major shareholders include First Merchants Corp, Wealthspire Advisors, Llc, Ethos Financial Group, Llc, and several other long-term asset managers with concentrated positions in FPA NEW INCOME FUND-INST (FPNIX).
This page ranks the largest institutional FPNIX 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
4
Total Reported Value
$5.22M
Largest Holder
First Merchants Corp
Largest Position
$3.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 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 |
|---|---|---|---|---|---|---|---|
| First Merchants Corp | 0.11% | 348,695 | $3,378,872 | — | — | — | |
| Wealthspire Advisors, Llc | 0.01% | 142,973 | $1,419,722 | — | — | — | |
| Ethos Financial Group, Llc | 0.03% | 42,592 | $420,811 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.00% | 24 | $238 | — | — | — |
Frequently asked questions about FPNIX
Who are the largest institutional holders of FPNIX?
The largest institutional holders of FPNIX reported in the latest SEC Form 13F filings include First Merchants Corp, Wealthspire Advisors, Llc, Ethos Financial Group, Llc, and Financial Gravity Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported FPNIX position.
What is FPNIX institutional ownership?
This page tracks FPNIX positions reported by institutional investment managers through SEC Form 13F. FPA NEW INCOME FUND-INST (FPNIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPNIX?
InsiderSet currently tracks 4 institutional managers reporting FPNIX 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 FPNIX shareholders.
How much FPNIX stock do institutions own?
Institutional investment managers disclosed approximately $5.22M in FPNIX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPNIX institutional ownership last updated?
The latest FPNIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 FPNIX 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 FPNIX position after the reporting date.
Are institutions buying or selling FPNIX?
Institutional buying and selling can be analyzed by comparing FPNIX positions across consecutive 13F reporting periods. InsiderSet's FPNIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPNIX ownership changes.
How has FPNIX institutional ownership changed over time?
InsiderSet tracks FPNIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.