Fpa Income (FPNIX) institutional ownership
FPA NEW INCOME INC · 13F, 2026Q2
| Managers holding | 4 |
|---|---|
| Shares held | 629,712 |
| Reported value | $6.3m |
| Quarter flows | 3 new, 1 added, 0 trimmed, 1 exited |
Top 4 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| FIRST MERCHANTS CORP | 444,123 | $4.4m | 0.2% |
| Wealthspire Advisors, LLC | 142,973 | $1.4m | 0.0% |
| Ethos Financial Group, LLC | 42,592 | $420,811 | 0.0% |
| Financial Gravity Companies, Inc. | 24 | $237 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FPNIX"). FPNIX price history · All 13F data