Who owns FPAG
Which tracked institutional funds hold FPAG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FPAG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on FPAG is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 5 trimmed or exited — on balance accumulating.
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
FPAG’s largest tracked holder by dollar value, OXFORD FINANCIAL GROUP, LTD. LLC, sizes it at 7.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FPAG 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 2026-Q1 and 2026-Q2, across 56 tracked filers holding FPAG, 37 increased or opened the position and 14 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 FPAG between the 2026-Q1 and 2026-Q2 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
- First Pacific Advisors, LP$9M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
- Wealthspire Advisors, LLC$1M
Full exits 3
- CITADEL ADVISORS LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- OXFORD FINANCIAL GROUP, LTD. LLC$64M
- LPL Financial LLC$20M
- Goldstone Financial Group, LLC$12M
- Bank of New York Mellon Corp$7M
- Allegheny Financial Group$6M
- Verum Partners LLC$6M
Largest trims
- Mesirow Financial Investment Management, Inc.$73M
- JANE STREET GROUP, LLC$9M
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 |
|---|---|---|---|---|
| OXFORD FINANCIAL GROUP, LTD. LLC added | 3,897,208 | $156M | 31.3% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 2,143,769 | $86M | 17.2% | 2026-Q2 |
| Verum Partners LLC added | 780,750 | $31M | 6.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 677,553 | $27M | 5.4% | 2026-Q2 |
| LPL Financial LLC added | 524,541 | $21M | 4.2% | 2026-Q2 |
| NavPoint Financial, Inc. added | 504,375 | $20M | 4.0% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 493,466 | $20M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 328,935 | $13M | 2.6% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 313,286 | $13M | 2.5% | 2026-Q2 |
| Allegheny Financial Group added | 292,639 | $12M | 2.3% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 289,678 | $12M | 2.3% | 2026-Q2 |
| Broderick Brian C added | 212,453 | $10M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 180,432 | $7M | 1.4% | 2026-Q2 |
| First Pacific Advisors, LP new | 145,470 | $6M | 1.2% | 2026-Q2 |
| Argent Trust Co added | 113,248 | $5M | 0.9% | 2026-Q2 |
| FIRST MERCHANTS CORP added | 444,123 | $4M | 0.9% | 2026-Q2 |
| Hemenway Trust Co LLC added | 95,538 | $4M | 0.9% | 2026-Q2 |
| DEMMING FINANCIAL SERVICES CORP /ADV added | 105,577 | $4M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 84,628 | $3M | 0.7% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 72,512 | $3M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 58,845 | $2M | 0.5% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 52,452 | $2M | 0.4% | 2026-Q2 |
| &PARTNERS added | 51,971 | $2M | 0.4% | 2026-Q2 |
| SHP Wealth Management added | 51,512 | $2M | 0.4% | 2026-Q2 |
| Compass Ion Advisors, LLC trimmed | 49,347 | $2M | 0.4% | 2026-Q2 |
| Tanglewood Wealth Management, Inc. trimmed | 40,809 | $2M | 0.3% | 2026-Q2 |
| Ethos Financial Group, LLC added | 34,474 | $2M | 0.3% | 2026-Q2 |
| Good Harbor Advisors, Inc. added | 35,697 | $1M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 142,973 | $1M | 0.3% | 2026-Q2 |
| CERTIOR FINANCIAL GROUP, LLC added | 23,413 | $940K | 0.2% | 2026-Q2 |
| Mills Wealth Advisors LLC trimmed | 21,084 | $846K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 15,219 | $611K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 13,974 | $561K | 0.1% | 2026-Q2 |
| DKM Wealth Management, Inc. added | 10,794 | $433K | 0.1% | 2026-Q2 |
| Lakeside Advisors, INC. | 10,600 | $426K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 10,400 | $417K | 0.1% | 2026-Q2 |
| Guardian Asset Advisors, LLC new | 10,326 | $414K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 9,885 | $397K | 0.1% | 2026-Q2 |
| Joel Isaacson & Co., LLC added | 7,855 | $315K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,901 | $294K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 7,254 | $291K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,157 | $287K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 7,117 | $286K | 0.1% | 2026-Q2 |
| MCDONALD PARTNERS LLC | 6,500 | $261K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,026 | $242K | 0.0% | 2026-Q2 |
| Dempze Nancy E | 5,135 | $232K | 0.0% | 2026-Q2 |
| GRACE & WHITE INC /NY new | 4,218 | $227K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,791 | $112K | 0.0% | 2026-Q2 |
| Mowery & Schoenfeld Wealth Management, LLC added | 2,004 | $80K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 2,000 | $80K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 615 | $25K | 0.0% | 2026-Q2 |
| Sunrise Financial Services, LLC | 400 | $10K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 187 | $8K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 44 | $2K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 40 | $988 | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. new | 24 | $237 | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 84,098 | $3M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 83,976 | $3M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 51,558 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 5,795 | $210K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PNC FINANCIAL SERVICES GROUP, INC. new | 3,484 | $126K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. trimmed | 1,211 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. | 24 | $238 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK | 2,791 | $104K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Garton & Associates Financial Advisors LLC new | 196 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kohmann Bosshard Financial Services, LLC new | 8 | $74 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NATURAL INVESTMENTS, LLC new | 231,101 | $9M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| Hurley Capital, LLC trimmed | 1,916 | $19K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 15,388 | $523K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RiverFront Investment Group, LLC new | 4,894 | $210K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.