Who Owns FPA Global Equity ETF (FPAG)?Hedge Fund & Institutional Holders

$36.26-0.26 (-0.71%)Financial ServicesBATS

Institutional Holders

39

as of Q4 2025

Total Institutional Value

$6.046840281353822e+108T

% of Float Held

QoQ Change in Holders

+15 / -2

Price History

$26.60$29.94$33.28$36.62$39.96Sep 24Jun 25Mar 26

FPAG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Tanglewood Wealth Management, Inc.New Position+1.1M+$40.3M
Bank of New York Mellon CorpNew Position+533K+$19.0M
Compass Ion Advisors, LLCNew Position+106K+$3.9M
Onyx Bridge Wealth Group LLCNew Position+70K+$2.6M
Allegheny Financial GroupNew Position+55K+$2.0M
CERTIOR FINANCIAL GROUP, LLCNew Position+10K+$378K
Lakeside Advisors, INC.New Position+10K+$356K
Joel Isaacson & Co., LLCNew Position+8K+$290K
DKM Wealth Management, Inc.New Position+6K+$210K
PRIVATE TRUST CO NANew Position+2K+$74K
HAZLETT, BURT & WATSON, INC.New Position+1K+$49K
HARBOR INVESTMENT ADVISORY, LLCNew Position+315+$11K
Mowery & Schoenfeld Wealth Management, LLCNew Position+300+$11K
Equitable Holdings, Inc.New Position+12K+$0
LPL Financial LLCNew Position+6K+$0

FPAG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mesirow Financial Investment Management, Inc.Decreased-342K-$70.6B
RAYMOND JAMES FINANCIAL INCDecreased-17K-$10.7B
WELLS FARGO & COMPANY/MNDecreased-25-$6.2B
JANE STREET GROUP, LLCClosed Position-29K-$1.0B
UBS Group AGClosed Position-427-$15.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Mesirow Financial Investment Management, Inc.1,629,876$60.5M1.24%Share
2Tanglewood Wealth Management, Inc.1,085,742$40.3M3.69%Share
3Verum Partners LLC953,714$35.4M7.13%Share
4Bank of New York Mellon Corp533,069$19.0M0.00%Share
5NavPoint Financial, Inc.359,684$13.3M5.70%Share
6RAYMOND JAMES FINANCIAL INC280,021$10.0M0.00%Share
7ECLECTIC ASSOCIATES INC /ADV232,790$8.6M1.35%Share
8New England Private Wealth Advisors LLC211,207$7.8M0.47%Share
9WELLS FARGO & COMPANY/MN172,480$6.0M0.00%Share
10Compass Ion Advisors, LLC105,523$3.9M0.37%Share
11Argent Trust Co100,222$3.0M0.10%Share
12Onyx Bridge Wealth Group LLC69,518$2.6M0.27%Share
13Allegheny Financial Group54,943$2.0M0.30%Share
14Private Advisor Group, LLC70,966$2.0M0.01%Share
15Mills Wealth Advisors LLC49,031$1.8M0.72%Share
16&PARTNERS27,298$1.0M0.01%Share
17Cambridge Investment Research Advisors, Inc.46,520$1.0M0.00%Share
18Stratos Wealth Partners, LTD.26,072$967K0.01%Share
19US BANCORP \DE\10,400$385K0.00%Share
20CERTIOR FINANCIAL GROUP, LLC10,202$378K0.26%Share
21Lakeside Advisors, INC.9,600$356K0.23%Share
22Joel Isaacson & Co., LLC7,823$290K0.01%Share
23MCDONALD PARTNERS LLC6,500$241K0.08%Share
24DKM Wealth Management, Inc.5,670$210K0.16%Share
25COMERICA BANK2,791$103K0.00%Share
26PRIVATE TRUST CO NA2,000$74K0.01%Share
27HAZLETT, BURT & WATSON, INC.613$23K0.01%Share
28HAZLETT, BURT & WATSON, INC.300$11K0.00%Share
29HAZLETT, BURT & WATSON, INC.298$11K0.00%Share
30HARBOR INVESTMENT ADVISORY, LLC315$11K0.00%Share
31Mowery & Schoenfeld Wealth Management, LLC300$11K0.02%Share
32HAZLETT, BURT & WATSON, INC.102$4K0.00%Share
33RAYMOND JAMES FINANCIAL INC697$00.00%Share
34WELLS FARGO & COMPANY/MN500$00.00%Share
35Cresset Asset Management, LLC6,215$00.00%Share
36Equitable Holdings, Inc.12,284$00.00%Share
37LPL Financial LLC5,633$00.00%Share
38Bank of New York Mellon Corp1$00.00%Share
39OSAIC HOLDINGS, INC.3,799$00.00%Share

FPAG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$221.4M+13
Q3 202520$153.9B-3
Q2 202523$177.7B+0
Q1 202523$174.0B+7
Q4 202416$698.9B+5
Q3 202411$48.4T+3
Q2 20248$2.5T

Similar Stocks by Institutional Ownership

As of Q4 2025, 39 institutional investors hold FPAG (FPA Global Equity ETF). The largest holder is Mesirow Financial Investment Management, Inc. with $60.5M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FPAG?

As of Q4 2025, 39 institutional investors report holding FPAG (FPA Global Equity ETF) in their 13F filings.

Who is the largest institutional holder of FPAG?

The largest institutional holder of FPAG is Mesirow Financial Investment Management, Inc. with $60.5M in shares.

Is institutional ownership of FPAG increasing or decreasing?

This quarter, 15 institutions opened new positions in FPAG and 2 closed their positions.