DOSSIER · 13F Holders · Q2 2026
FPNIX

FPA NEW INCOME

5 institutions still hold FPA NEW INCOME as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30254T643·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
5
filers reporting
Concentration
70.55%
FIRST MERCHANTS CORP #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported FPNIX in Q2 2026. FIRST MERCHANTS CORP leads at 70.5% 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
$4M444K0.16%Q2 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$1M143K0.01%Q2 2026
03
Ethos Financial Group, LLC
CIK 0001954242
$421K43K0.03%Q2 2026
04
Financial Gravity Asset Management, Inc.
CIK 0001741736
$238240.00%Q1 2026
05
Financial Gravity Companies, Inc.
CIK 0001377167
$237240.00%Q2 2026