Who owns FOPC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FOPC from SEC Form 13F filings across 13 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 13 institutions disclosed 1.8M shares of FOPC worth $46.7M; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$46.7M
value, 2026 filers
1.8M
shares disclosed
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FOPC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CONEW | 543,480 | $13.8M | 0.0% | — | new |
| 2 | MLG Wealth Management DBA Pine Grove Financial GroupNEW | 532,909 | $13.5M | 1.4% | — | new |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 392,097 | $9.9M | 0.0% | — | -0.5% |
| 4 | Frontier Asset Management, LLC | 278,180 | $7.1M | 1.3% | — | -0.5% |
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 29,642 | $751,870 | 0.0% | — | +0.1% |
| 6 | CITADEL ADVISORS LLC | 21,387 | $542,481 | 0.0% | — | -1.2% |
| 7 | Arete Wealth Advisors, LLC | 18,855 | $478,553 | 0.0% | — | -6.0% |
| 8 | GTS SECURITIES LLC | 15,832 | $401,579 | 0.0% | — | -48.7% |
| 9 | CoreCap Advisors, LLC | 4,982 | $126,368 | 0.0% | — | -1.3% |
| 10 | Rockefeller Capital Management L.P.NEW | 537 | $13,621 | 0.0% | — | new |
| 11 | ASSETMARK, INC | 401 | $10,171 | 0.0% | — | 0.0% |
| 12 | AMERIFLEX GROUP, INC. | 143 | $3,627 | 0.0% | — | 0.0% |
| 13 | Global Retirement Partners, LLCNEW | 77 | $1,958 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.