Among active 13F managers last quarter, 3 opened and 1 added, while 4 reduced; the largest holder to move was W1M Asset Management Ltd (+5.8%).
20 tracked 13F filers disclose a position in FPA as of the latest SEC 13F filings, a combined $36.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | W1M Asset Management Ltd | 270K | $14.4M | ▲+5.8% Added · +15K sh | Q2 2026 | |
| 2 | &Partners | 149K | $8.0M | ▲New +149K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 53K | $2.3M | ▲+43% Added · +16K sh | Q1 2026 | |
| 4 | Rathbones Group PLC | 42K | $1.8M | ▲+14% Added · +5K sh | Q1 2026 | |
| 5 | Susquehanna International Group, LLP | 38K | $1.7M | ▲+5.1% Added · +2K sh | Q1 2026 | |
| 6 | Dunhill Financial, LLC | 23K | $1.2M | ▼−27% Reduced · −8K sh | Q2 2026 | |
| 7 | Farther Finance Advisors, LLC | 22K | $951K | ▼−4.3% Reduced · −963 sh | Q1 2026 | |
| 8 | RPg Family Wealth Advisory, LLC | 19K | $1.0M | ▼−1.9% Reduced · −374 sh | Q2 2026 | |
| 9 | Risk Paradigm Group, LLC | 18K | $955K | ▼−2.0% Reduced · −374 sh | Q2 2026 | |
| 10 | Citadel Advisors LLC | 16K | $843K | ▼−14% Reduced · −3K sh | Q2 2026 | |
| 11 | Transamerica Financial Advisors, LLC | 15K | $781K | ▲New +15K sh | Q2 2026 | |
| 12 | GeoWealth Management, LLC | 14K | $737K | ▲New +14K sh | Q2 2026 | |
| 13 | Cottonwood Capital Advisors, LLC | 13K | $713K | ▲New +13K sh | Q2 2026 | |
| 14 | Compass Financial Management LLC | 6K | $319K | ▲New +6K sh | Q2 2026 | |
| 15 | Jane Street Group, LLC | 5K | $238K | ▲New +5K sh | Q1 2026 | |
| 16 | Unique Wealth Strategies, LLC | 5K | $242K | ▲+5.2% Added · +224 sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 3K | $150K | ▼−5.0% Reduced · −183 sh | Q1 2026 | |
| 18 | Morgan Stanley | 2K | $82K | ▼−2.6% Reduced · −50 sh | Q1 2026 | |
| 19 | UBS Group AG | 244 | $11K | ▲+597% Added · +209 sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | 100 | $5K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in FPA and 1 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 7 funds | $3.3B |
| Nvidia CorpNVDA | 7 funds | $2.7B |
| Apple IncAAPL | 7 funds | $2.5B |
| Microsoft CorpMSFT | 7 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.7B |
| Broadcom IncAVGO | 7 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.1B |
| JPMorgan Chase & CoJPM | 7 funds | $785.5M |
| Walmart IncWMT | 7 funds | $671.9M |
| Chevron CorpCVX | 7 funds | $614.5M |
| Wells Fargo & CoWFC | 7 funds | $573.7M |
| Intl Business Machines CorpIBM | 7 funds | $558.9M |
Ranked by how many of FPA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FPA.
| Class | 13F holders | Value held |
|---|---|---|
| FDTmc | 190 funds | $777.4M |
| FEMmc | 145 funds | $528.5M |
| FEPmc | 131 funds | $341.5M |
| FJPmc | 92 funds | $187.9M |
| FEMSmc | 65 funds | $141.8M |
| NFTYMF Closed and MF Open | 49 funds | $73.9M |
| FEUZmc | 38 funds | $114.6M |
| FGMmc | 26 funds | $81.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FPA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FPA/capital-change-brief"
Use Arkolith's capital_change_brief for FPA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FPA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.