45 tracked 13F filers disclose a position in FPAG as of the latest SEC 13F filings, a combined $439.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | $156.4M | 3.9M | ▲+53% Added · +1.3M sh | Q2 2026 | |
| 2 | Mesirow Financial Investment Management, Inc. | $86.1M | 2.1M | ▼−51% Reduced · −2.2M sh | Q2 2026 | |
| 3 | Verum Partners LLC | $31.3M | 781K | ▲+12% Added · +83K sh | Q2 2026 | |
| 4 | Bank of New York Mellon Corp | $19.7M | 544K | ▲+2.0% Added · +11K sh | Q1 2026 | |
| 5 | NavPoint Financial, Inc. | $20.2M | 504K | ▲+25% Added · +102K sh | Q2 2026 | |
| 6 | Goldstone Financial Group, LLC | $19.8M | 493K | ▲+122% Added · +271K sh | Q2 2026 | |
| 7 | ECLECTIC ASSOCIATES INC /ADV | $12.6M | 313K | ▲+13% Added · +37K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.3M | 312K | ▲+11% Added · +31K sh | Q1 2026 | |
| 9 | Allegheny Financial Group | $11.7M | 293K | ▲+101% Added · +147K sh | Q2 2026 | |
| 10 | New England Private Wealth Advisors LLC | $11.6M | 290K | ▲+11% Added · +29K sh | Q2 2026 | |
| 11 | JANE STREET GROUP, LLC | $8.9M | 245K | ▲New +245K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $7.3M | 202K | ▲+17% Added · +29K sh | Q1 2026 | |
| 13 | Argent Trust Co | $4.5M | 113K | ▲+12% Added · +12K sh | Q2 2026 | |
| 14 | DEMMING FINANCIAL SERVICES CORP /ADV | $4.2M | 106K | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 15 | Private Advisor Group, LLC | $3.4M | 85K | ▲+8.6% Added · +7K sh | Q2 2026 | |
| 16 | CITADEL ADVISORS LLC | $3.1M | 84K | ▲New +84K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 84K | ▲New +84K sh | Q1 2026 | |
| 18 | Onyx Bridge Wealth Group LLC | $2.9M | 73K | ▼−0.3% Reduced · −250 sh | Q2 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $2.4M | 59K | ▲+16% Added · +8K sh | Q2 2026 | |
| 20 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.1M | 52K | ▲New +52K sh | Q2 2026 | |
| 21 | &PARTNERS | $2.1M | 52K | ▲+38% Added · +14K sh | Q2 2026 | |
| 22 | SHP Wealth Management | $2.1M | 52K | ▲+106% Added · +26K sh | Q2 2026 | |
| 23 | Compass Ion Advisors, LLC | $2.0M | 49K | ▼−17% Reduced · −10K sh | Q2 2026 | |
| 24 | Tanglewood Wealth Management, Inc. | $1.6M | 41K | ▼−14% Reduced · −6K sh | Q2 2026 | |
| 25 | Good Harbor Advisors, Inc. | $1.4M | 36K | ▲+218% Added · +24K sh | 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 FPAG and 11 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $3.7B |
| APPLE INCAAPL | 19 funds | $2.4B |
| AMAZON.COM INCAMZN | 19 funds | $2.1B |
| MICROSOFT CORPMSFT | 19 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 18 funds | $1.2B |
| JOHNSON & JOHNSONJNJ | 18 funds | $603.2M |
| CISCO SYSTEMS INCCSCO | 18 funds | $161.1M |
| ALPHABET INC-CL AGOOGL | 17 funds | $1.3B |
| TESLA INCTSLA | 17 funds | $880.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $831.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 17 funds | $708.2M |
Ranked by how many of FPAG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FPAGthis pageFPA GBL EQTY ETF | 45 funds | $439.6M |
| FPASFPA SHT DURA GOV | 3 funds | $744K |
| FPNIXMutual Funds | 2 funds | $4.8M |
| FPACXMF | 2 funds | $1.8M |
| 30254T619MUTUAL FUNDS | 1 funds | $227K |
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 FPAG
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/FPAG/capital-change-brief"
Use Arkolith's capital_change_brief for FPAG. 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 FPAG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.