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FPA New Income

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Merchants Corp
DECREASED
Shares348,695 from 444,123
Change-95,428 (-21%)
Value$3.4M (-$1.0M)
Filed 2026-10-15
Wealthspire Advisors, LLC
N/A
Shares— from 142,973
Change-142,973 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 42,592
Change-42,592 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
First Merchants Corp
DECREASED348,695444,123-95,428-21%$4.4M$3.4M-$1.0M2026-10-15
Wealthspire Advisors, LLC
N/A—142,973-142,973-100%$1.4M———
Ethos Financial Group, LLC
N/A—42,592-42,592-100%$420.8K———
Financial Gravity Companies, Inc.
N/A—24-24-100%$237———
Showing 4 of 4 institutions