FPA GLOBAL EQUITY ETF NEW FPAG
$40.58
+0.8% 52w: $32.15 – $40.58
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data32.1536.3640.58
Jun 20, 2025 Jul 2, 2026
Institutional holders
46
+12 QoQ
13F value
$406.7M
+76.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FPAG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 4.4M | $158.3M | 2.6% | +167.7% |
| OXFORD FINANCIAL GROUP, LTD. LLC | Wealth advisor | 2.5M | $92.5M | 5.0% | New |
| Verum Partners LLC | Wealth advisor | 698.1K | $25.3M | 4.8% | -26.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 544.0K | $19.7M | 0.0% | +2.0% |
| NavPoint Financial, Inc. | Wealth advisor | 402.8K | $14.6M | 5.9% | +12.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 311.9K | $11.3M | 0.0% | +11.1% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 276.2K | $10.0M | 1.3% | +18.7% |
| New England Private Wealth Advisors LLC | Wealth advisor | 260.2K | $9.4M | 1.1% | +23.2% |
| JANE STREET GROUP, LLC | Market maker | 245.2K | $8.9M | 0.0% | New |
| Goldstone Financial Group, LLC | Wealth advisor | 222.7K | $8.1M | 0.9% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 202.4K | $7.3M | 0.0% | +17.0% |
| Allegheny Financial Group | Wealth advisor | 145.5K | $5.3M | 0.7% | +164.8% |
| DEMMING FINANCIAL SERVICES CORP /ADV | Wealth advisor | 103.8K | $3.8M | 2.7% | +3.2% |
| Argent Trust Co | Other | 101.1K | $3.7M | 0.1% | +0.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 84.1K | $3.1M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 84.0K | $3.0M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 77.9K | $2.8M | 0.0% | +9.8% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 72.8K | $2.6M | 0.3% | +4.7% |
| Compass Ion Advisors, LLC | Wealth advisor | 59.6K | $2.2M | 0.2% | -43.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 51.6K | $1.9M | 0.0% | +10.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 50.8K | $1.8M | 0.0% | +94.9% |
| Tanglewood Wealth Management, Inc. | Wealth advisor | 47.2K | $1.7M | 0.1% | -95.7% |
| &PARTNERS | Diversified mechanical | 37.7K | $1.4M | 0.0% | +38.0% |
| LPL Financial LLC | Bank broker | 27.7K | $1.0M | 0.0% | +392.4% |
| SHP Wealth Management | Wealth advisor | 25.0K | $908K | 0.1% | New |
| Mills Wealth Advisors LLC | Wealth advisor | 24.8K | $900K | 0.3% | -49.4% |
| CERTIOR FINANCIAL GROUP, LLC | Wealth advisor | 23.2K | $843K | 0.5% | +127.9% |
| Equitable Holdings, Inc. | Wealth advisor | 13.8K | $499K | 0.0% | +12.1% |
| Good Harbor Advisors, Inc. | Wealth advisor | 11.2K | $407K | 0.4% | New |
| Lakeside Advisors, INC. ★2 | Fundamental diversified | 10.6K | $385K | 0.3% | +10.4% |
| US BANCORP \DE\ | Wealth advisor | 10.4K | $377K | 0.0% | Held |
| DAVENPORT & Co LLC | Diversified mechanical | 10.1K | $366K | 0.0% | New |
| DKM Wealth Management, Inc. | Wealth advisor | 9.6K | $347K | 0.2% | +68.5% |
| Joel Isaacson & Co., LLC | Wealth advisor | 7.8K | $284K | 0.0% | Held |
| Retirement Planning Group, LLC | Wealth advisor | 7.6K | $277K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 6.8K | $246K | 0.0% | +78.4% |
| MCDONALD PARTNERS LLC | Other | 6.5K | $236K | 0.1% | Held |
| Cresset Asset Management, LLC | Wealth advisor | 6.2K | $225K | 0.0% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 5.8K | $210K | 0.0% | New |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.5K | $126K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.8K | $101K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 2.0K | $73K | 0.0% | Held |
| HAZLETT, BURT & WATSON, INC. | Other | 1.2K | $44K | 0.0% | -7.8% |
| HARBOR INVESTMENT ADVISORY, LLC | Diversified mechanical | 615 | $22K | 0.0% | +95.2% |
| Mowery & Schoenfeld Wealth Management, LLC | Other | 500 | $18K | 0.0% | +66.7% |
| Spire Wealth Management | Wealth advisor | 30 | $1K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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