Fpa New Income Fund-InstFPNIX
13F holders, Q2 2026 (June 30)4holders +2
2new positions
0sold out
$9.93avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Fpa New Income Fund-Inst (FPNIX) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($4.4M), Wealthspire Advisors, LLC ($1.4M) and Ethos Financial Group, LLC ($421K).
- Company
- Fpa New Income Fund-Inst
- CUSIP
- 30254T643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.8M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 193,178 shares bought, net +193,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.16% | Add +1.7% | 444,123 | $4.4M |
| Wealthspire Advisors, LLC | 0.01% | New | 142,973 | $1.4M |
| Ethos Financial Group, LLC | 0.03% | New | 42,592 | $421K |
| Financial Gravity Companies, Inc. | 0.00% | — | 24 | $237 |
"% of holder's portfolio" is FPNIX's weight in each manager's 13F, not the share of Fpa New Income Fund-Inst the manager owns.