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Who owns FPAGWhat FPAG owns — n/a

Who owns FPA Global Equity ETF?

Institutional ownership of FPAG from SEC Form 13F filings across 27 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.

27

13F holders

$193.2M

value, 2026 filers

44.1%

of shares outstanding (4.9M sh)

6

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 FPAG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Mesirow Financial Investment Management, Inc.2.1M$86.1M1.4%19.1%-50.9%
2Bank of New York Mellon Corp677,553$27.2M0.0%6.1%+24.6%
3LPL Financial LLC524,541$21.1M0.0%4.7%+1791.1%
4Goldstone Financial Group, LLC493,466$19.8M1.8%4.4%+121.6%
5RAYMOND JAMES FINANCIAL INC328,935$13.2M0.0%2.9%+5.5%
6WELLS FARGO & COMPANY/MN180,432$7.2M0.0%1.6%-10.9%
7First Pacific Advisors, LPNEW145,470$5.8M0.1%1.3%new
8Cambridge Investment Research Advisors, Inc.112,340$4,5100.0%1%+117.9%
9Onyx Bridge Wealth Group LLC72,512$2.9M0.3%0.6%-0.3%
10Stratos Wealth Partners, LTD.58,845$2.4M0.0%0.5%+15.8%
11&PARTNERS51,971$2.1M0.0%0.5%+38.0%
12SHP Wealth Management51,512$2.1M0.1%0.5%+105.9%
13DKM Wealth Management, Inc.10,794$433,3140.3%0.1%+13.0%
14US BANCORP \DE\10,400$417,4980.0%0.1%0.0%
15Guardian Asset Advisors, LLCNEW10,326$414,4710.2%0.1%new
16Cresset Asset Management, LLC9,885$396,8220.0%0.1%+59.1%
17Janney Montgomery Scott LLCNEW7,938$3190.0%0.1%new
18HighTower Advisors, LLC7,595$304,8760.0%0.1%+31.1%
19Retirement Planning Group, LLC7,254$291,2040.0%0.1%-5.0%
20OSAIC HOLDINGS, INC.7,157$287,3010.0%0.1%+5.6%
21STIFEL FINANCIAL CORPNEW7,117$285,7050.0%0.1%new
22COMMONWEALTH EQUITY SERVICES, LLCNEW6,026$241,9100.0%0.1%new
23FIFTH THIRD BANCORP2,791$112,0420.0%0%0.0%
24Mowery & Schoenfeld Wealth Management, LLC2,004$80,4490.1%0%+300.8%
25PRIVATE TRUST CO NA2,000$80,2880.0%0%0.0%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.