Who owns FAPR (FAPR)
Which tracked institutional funds hold FAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FAPR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened FAPR while 18 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FAPR’s largest tracked holder by dollar value, ASSETMARK, INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FAPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 121 tracked filers holding FAPR, 27 increased or opened the position and 72 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FAPR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Keystone Wealth Services, LLC$2M
- FIFTH THIRD BANCORP$1M
- JANE STREET GROUP, LLC$875K
Full exits 4
- COMERICA BANK$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$972K
- Foguth Wealth Management, LLC.$923K
- Main Street Financial Solutions, LLC$794K
Largest adds
- ASSETMARK, INC$1M
- Concurrent Investment Advisors, LLC$540K
- Kestra Advisory Services, LLC$431K
- Rockefeller Capital Management L.P.$380K
- OLD MISSION CAPITAL LLC$266K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$4M
- Cetera Investment Advisers$3M
- STEPHENS INC /AR/$2M
- Advisory Services Network, LLC$2M
- MML INVESTORS SERVICES, LLC$2M
- NewEdge Advisors, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ASSETMARK, INC added | 316,799 | $14M | 8.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 249,087 | $11M | 6.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 222,611 | $10M | 5.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 215,949 | $10M | 5.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 183,618 | $8M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 170,792 | $8M | 4.3% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 153,311 | $7M | 3.9% | 2026-Q1 |
| LPL Financial LLC added | 153,151 | $7M | 3.9% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 149,695 | $7M | 3.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 126,804 | $6M | 3.2% | 2026-Q1 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV added | 106,560 | $5M | 2.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 100,126 | $4M | 2.5% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC trimmed | 98,086 | $4M | 2.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 94,370 | $4M | 2.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 75,544 | $3M | 1.9% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 69,318 | $3M | 1.7% | 2026-Q1 |
| CWM, LLC trimmed | 66,707 | $3M | 1.7% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 65,202 | $3M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 52,852 | $2M | 1.3% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 49,730 | $2M | 1.3% | 2026-Q1 |
| SMART Wealth LLC added | 41,672 | $2M | 1.0% | 2026-Q1 |
| Keystone Wealth Services, LLC trimmed | 36,212 | $2M | 0.9% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 33,174 | $2M | 0.8% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 31,884 | $1M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 31,219 | $1M | 0.8% | 2026-Q1 |
| RiverTree Advisors, LLC trimmed | 30,146 | $1M | 0.8% | 2026-Q1 |
| Apollon Wealth Management, LLC | 29,235 | $1M | 0.7% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 28,870 | $1M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 26,952 | $1M | 0.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 26,820 | $1M | 0.7% | 2026-Q1 |
| MTM Investment Management, LLC | 26,395 | $1M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 26,156 | $1M | 0.7% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 24,172 | $1M | 0.6% | 2026-Q1 |
| Integrity Financial Corp /WA trimmed | 22,595 | $1M | 0.6% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 22,445 | $1M | 0.6% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 19,493 | $875K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 19,491 | $875K | 0.5% | 2026-Q1 |
| Bison Wealth, LLC | 18,500 | $856K | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 18,876 | $848K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 18,002 | $808K | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 17,364 | $780K | 0.4% | 2026-Q1 |
| Barnes Wealth Management Group, Inc trimmed | 17,344 | $779K | 0.4% | 2026-Q1 |
| RFG Advisory, LLC added | 17,254 | $775K | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 16,453 | $739K | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 14,899 | $669K | 0.4% | 2026-Q1 |
| Sequent Planning LLC | 14,587 | $655K | 0.4% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI | 14,409 | $647K | 0.4% | 2026-Q1 |
| Catalina Capital Group, LLC | 13,946 | $626K | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 13,582 | $610K | 0.3% | 2026-Q1 |
| SOA Wealth Advisors, LLC. trimmed | 12,900 | $579K | 0.3% | 2026-Q1 |
| Maridea Wealth Management LLC trimmed | 12,799 | $575K | 0.3% | 2026-Q1 |
| FWG Investments, LLC. trimmed | 12,716 | $571K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 12,203 | $548K | 0.3% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 12,132 | $545K | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 11,753 | $528K | 0.3% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 10,745 | $483K | 0.3% | 2026-Q1 |
| FORTRESS PRIVATE LEDGER, LLC trimmed | 10,607 | $476K | 0.3% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 10,455 | $469K | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 10,335 | $464K | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 10,274 | $461K | 0.3% | 2026-Q1 |
| Griffith & Werner, Inc. | 10,000 | $449K | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 10,007 | $449K | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 9,915 | $445K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 9,623 | $432K | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC | 9,381 | $421K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 9,271 | $416K | 0.2% | 2026-Q1 |
| TFB Advisors LLC trimmed | 9,225 | $414K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 8,794 | $395K | 0.2% | 2026-Q1 |
| Brookstone Capital Management trimmed | 8,646 | $388K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 8,411 | $378K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC | 8,167 | $367K | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 8,011 | $360K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 8,000 | $359K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 7,829 | $352K | 0.2% | 2026-Q1 |
| Buck Wealth Strategies, LLC | 7,811 | $351K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 7,797 | $350K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 7,642 | $343K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 7,280 | $327K | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC | 7,009 | $315K | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | 6,805 | $306K | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 6,805 | $306K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 6,727 | $302K | 0.2% | 2026-Q1 |
| Virtue Capital Management, LLC new | 57,213 | $2M | 1.3% | 2025-Q1 stale |
| COMERICA BANK trimmed | 28,915 | $1M | 0.7% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,888 | $972K | 0.5% | 2025-Q4 stale |
| Foguth Wealth Management, LLC. trimmed | 20,780 | $923K | 0.5% | 2025-Q4 stale |
| Main Street Financial Solutions, LLC trimmed | 17,865 | $794K | 0.4% | 2025-Q4 stale |
| AssuredPartners Investment Advisors, LLC | 19,097 | $781K | 0.4% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 14,106 | $577K | 0.3% | 2025-Q1 stale |
| Mission Financial Group, LLC | 11,186 | $502K | 0.3% | 2025-Q1 stale |
| Coppell Advisory Solutions LLC trimmed | 10,932 | $486K | 0.3% | 2025-Q4 stale |
| NOVEM GROUP added | 10,911 | $485K | 0.3% | 2025-Q4 stale |
| VestGen Investment Management added | 9,812 | $436K | 0.2% | 2025-Q4 stale |
| Grant Private Wealth Management Inc new | 10,000 | $422K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 9,832 | $415K | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 9,035 | $382K | 0.2% | 2025-Q2 stale |
| FLAGSTAR ADVISORS INC added | 9,095 | $372K | 0.2% | 2025-Q1 stale |
| INTEGRITY ALLIANCE, LLC. new | 7,863 | $349K | 0.2% | 2025-Q4 stale |
| Lion Street Advisors, LLC added | 7,863 | $332K | 0.2% | 2025-Q2 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,321 | $326K | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.