DOSSIER · 13F Holders · Q3 2026
FPNIX

FPA NEW INCOME

4 institutions still hold FPA NEW INCOME as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30254T643·4 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
4
filers reporting
Concentration
71.37%
FIRST MERCHANTS CORP #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported FPNIX in Q3 2026. FIRST MERCHANTS CORP leads at 71.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIRST MERCHANTS CORP
CIK 0000712534
$3M349K0.11%Q3 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$1M140K0.01%Q3 2026
03
Financial Gravity Companies, Inc.
CIK 0001377167
$237240.00%Q2 2026
04
Financial Gravity Asset Management, Inc.
CIK 0001741736
$231240.00%Q3 2026