FPA Global Equity is an exchange-traded fund on BATS. As of Q3 2025, 26 institutional investors hold shares in this ETF, with total holdings valued at $197.3M. Mesirow Financial Investment Management, Inc. is the largest holder with a position valued at $70.7M.
Overview of institutional ownership in FPAG as of Q3 2025
Institutions with the largest positions in FPAG as of Q3 2025
| Institution | Position Value |
|---|---|
$70.7M 1.27% of portfolio | |
Tanglewood Wealth Management, Inc. RIA/Wealth | $38.4M 3.58% of portfolio |
Verum Partners LLC RIA/Wealth | $33.6M 7.64% of portfolio |
N NavPoint Financial, Inc. RIA/Wealth | $12.0M 6.59% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $10.7M 0.00% of portfolio |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | $6.6M 1.20% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $6.2M 0.00% of portfolio |
N New England Private Wealth Advisors LLC RIA/Wealth | $5.1M 0.67% of portfolio |
Compass Ion Advisors, LLC RIA/Wealth | $4.1M 0.39% of portfolio |
A Argent Trust Co Institution | $2.4M 0.08% of portfolio |
Institutional buying and selling activity for FPAG in Q3 2025
| Institution | Net Bought |
|---|---|
+$4.5M +127.0K shares | |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | +$2.0M +56.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.1M +31.0K shares |
Verum Partners LLC RIA/Wealth | +$1.0M +29.1K shares |
Mills Wealth Advisors LLC RIA/Wealth | +$362.6K +10.1K shares |
A Argent Trust Co Institution | +$329.8K +9.2K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$234.7K +6.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$189.5K +5.3K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | +$138.7K +3.9K shares |
N New England Private Wealth Advisors LLC RIA/Wealth | +$88.9K +2.5K shares |
| Institution | Net Sold |
|---|---|
Tanglewood Wealth Management, Inc. RIA/Wealth | −$893.7K −24.9K shares |
C COMERICA BANK Institution | −$5.9K −164.0 shares |
Institutions that initiated new positions or completely exited FPAG in Q3 2025
| Institution | Position Value |
|---|---|
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $234.7K 6.5K shares |
F FLOW TRADERS U.S. LLC Institution | - - shares |
| Institution | Previous Position |
|---|---|
F FLOW TRADERS U.S. LLC Institution | - 15.4K shares |
Institutions with the largest Call and Put options positions in FPAG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FPAG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Verum Partners LLC RIA/Wealth | 7.64% $33.6M |
N NavPoint Financial, Inc. RIA/Wealth | 6.59% $12.0M |
Tanglewood Wealth Management, Inc. RIA/Wealth | 3.58% $38.4M |
1.27% $70.7M | |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | 1.20% $6.6M |
Mills Wealth Advisors LLC RIA/Wealth | 0.73% $1.5M |
N New England Private Wealth Advisors LLC RIA/Wealth | 0.67% $5.1M |
Compass Ion Advisors, LLC RIA/Wealth | 0.39% $4.1M |
L Lakeside Advisors, INC. RIA/Wealth | 0.22% $344.1K |
CERTIOR FINANCIAL GROUP, LLC RIA/Wealth | 0.16% $231.8K |
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