Who owns FPA Global Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FPAG from SEC Form 13F filings across 50 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, 50 institutions disclosed 11.6M shares of FPA Global Equity ETF worth $464.1M — about 103.2% of shares outstanding; the largest disclosed holder is OXFORD FINANCIAL GROUP, LTD. LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
50
13F holders
$464.1M
value, 2026 filers
103.2%
of shares outstanding (11.6M sh)
8
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | 3.9M | $156.4M | 7.9% | 34.8% | +52.9% |
| 2 | Mesirow Financial Investment Management, Inc. | 2.1M | $86.1M | 1.4% | 19.1% | -50.9% |
| 3 | Verum Partners LLC | 780,750 | $31.3M | 4.7% | 7% | +11.8% |
| 4 | Bank of New York Mellon Corp | 677,553 | $27.2M | 0.0% | 6.1% | +24.6% |
| 5 | LPL Financial LLC | 524,541 | $21.1M | 0.0% | 4.7% | +1791.1% |
| 6 | NavPoint Financial, Inc. | 504,375 | $20.2M | 7.5% | 4.5% | +25.2% |
| 7 | Goldstone Financial Group, LLC | 493,466 | $19.8M | 1.8% | 4.4% | +121.6% |
| 8 | RAYMOND JAMES FINANCIAL INC | 328,935 | $13.2M | 0.0% | 2.9% | +5.5% |
| 9 | ECLECTIC ASSOCIATES INC /ADV | 313,286 | $12.6M | 1.4% | 2.8% | +13.4% |
| 10 | Allegheny Financial Group | 292,639 | $11.7M | 1.2% | 2.6% | +101.1% |
| 11 | New England Private Wealth Advisors LLC | 289,678 | $11.6M | 1.1% | 2.6% | +11.3% |
| 12 | WELLS FARGO & COMPANY/MN | 180,432 | $7.2M | 0.0% | 1.6% | -10.9% |
| 13 | First Pacific Advisors, LPNEW | 145,470 | $5.8M | 0.1% | 1.3% | new |
| 14 | Argent Trust Co | 113,248 | $4.5M | 0.1% | 1% | +12.0% |
| 15 | DEMMING FINANCIAL SERVICES CORP /ADV | 105,577 | $4.2M | 2.7% | 0.9% | +1.7% |
| 16 | Private Advisor Group, LLC | 84,628 | $3.4M | 0.0% | 0.8% | +8.6% |
| 17 | Onyx Bridge Wealth Group LLC | 72,512 | $2.9M | 0.3% | 0.6% | -0.3% |
| 18 | Stratos Wealth Partners, LTD. | 58,845 | $2.4M | 0.0% | 0.5% | +15.8% |
| 19 | Cambridge Investment Research Advisors, Inc. | 56,170 | $2.3M | 0.0% | 0.5% | +8.9% |
| 20 | FIG FINANCIAL ADVISORY SERVICES INC /ADVNEW | 52,452 | $2.1M | 1.2% | 0.5% | new |
| 21 | &PARTNERS | 51,971 | $2.1M | 0.0% | 0.5% | +38.0% |
| 22 | SHP Wealth Management | 51,512 | $2.1M | 0.1% | 0.5% | +105.9% |
| 23 | Compass Ion Advisors, LLC | 49,347 | $2.0M | 0.2% | 0.4% | -17.3% |
| 24 | Tanglewood Wealth Management, Inc. | 40,809 | $1.6M | 0.1% | 0.4% | -13.5% |
| 25 | Good Harbor Advisors, Inc. | 35,697 | $1.4M | 1.4% | 0.3% | +217.8% |
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.