FPNIX — Fpa New Income Instl Institutional Holders · Q2 2026
Who owns Fpa New Income Instl (FPNIX)? 4 institutions reported holding $6.25M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: First Merchants Corp ($4.4M), Wealthspire Advisors, LLC ($1.4M), Ethos Financial Group, LLC ($420,811).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | $4.4M | 444,123 | Added |
| 2 | Wealthspire Advisors, LLC | $1.4M | 142,973 | New |
| 3 | Ethos Financial Group, LLC | $420,811 | 42,592 | New |
| 4 | Financial Gravity Companies, Inc. | $237 | 24 | New |
Source: SEC Form 13F filings · as of 2026-06-30