$38.11
-0.25 (-0.65%)
Market Cap
$331.1M
Shares Outstanding
8,999,799
Institutional Holders
23
Total Inst. Value
$174.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Mesirow Financial Investment Management, Inc. | $70.0M | 2,329,383 |
| 2 | Tanglewood Wealth Management, Inc. | $33.4M | 1,113,468 |
| 3 | Verum Partners LLC | $33.0M | 1,097,679 |
| 4 | NavPoint Financial, Inc. | $9.4M | 314,295 |
| 5 | RAYMOND JAMES FINANCIAL INC | $5.4M | 179,047 |
| 6 | WELLS FARGO & COMPANY/MN | $4.7M | 156,541 |
| 7 | New England Private Wealth Advisors LLC | $4.4M | 146,435 |
| 8 | Compass Ion Advisors, LLC | $3.8M | 127,249 |
| 9 | ECLECTIC ASSOCIATES INC /ADV | $2.3M | 78,136 |
| 10 | Private Advisor Group, LLC | $2.1M | 70,935 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Mesirow Financial Investment Management, Inc. | +686K | $70.0M |
| RAYMOND JAMES FINANCIAL INC | +170K | $5.4M |
| WELLS FARGO & COMPANY/MN | +9K | $4.7M |
| New England Private Wealth Advisors LLC | +24K | $4.4M |
| Argent Trust Co | +20K | $1.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Tanglewood Wealth Management, Inc. | -42K | $33.4M |
| Compass Ion Advisors, LLC | -22K | $3.8M |
| Private Advisor Group, LLC | -2K | $2.1M |
| US BANCORP \DE\ | -1K | $312K |
| Stratos Wealth Partners, LTD. | -1K | $335K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold FPAG?
As of Q1 2025, 23 institutional investors report holding FPAG (FPA Global Equity ETF) in their 13F filings.
Which hedge fund owns the most FPAG?
The largest institutional holder of FPAG is Mesirow Financial Investment Management, Inc. with $70.0M in shares.
Are institutions buying or selling FPAG?
This quarter, 9 institutions opened new positions in FPAG and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.