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Finance of America COS Inc (FOA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Beach Point Capital Management LP
DECREASED
Shares891,993 from 927,837
Change-35,844 (-4%)
Value$11.3M (-$14.3M)
Filed 2026-10-20
Dimensional Fund Advisors LP
INCREASED
Shares162,298 from 135,623
Change+26,675 (+20%)
Value$2.1M (-$1.7M)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares120,131 from 115,214
Change+4,917 (+4%)
Value$1.5M (-$1.7M)
Filed 2026-11-06
Prescott Group Capital Management, L.L.C.
INCREASED
Shares66,206 from 56,206
Change+10,000 (+18%)
Value$836.8K (-$709.9K)
Filed 2026-10-30
Russell Investments Group, Ltd.
INCREASED
Shares32,246 from 13,427
Change+18,819 (+140%)
Value$407.6K (+$38.1K)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares26,410 from 26,596
Change-186 (-1%)
Value$333.8K (-$398.1K)
Filed 2026-11-05
LSV Asset Management
UNCHANGED
Shares20,054 from 20,054
Change0 (0%)
Value$253.0K (-$299.0K)
Filed 2026-11-06
Ritholtz Wealth Management
NEW
Shares15,629
Change+15,629
Value$197.6K
Filed 2026-11-05
Deutsche Bank Ag\
DECREASED
Shares3,414 from 3,856
Change-442 (-11%)
Value$43.2K (-$63.0K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares1,426 from 433
Change+993 (+229%)
Value$18.0K (+$6.1K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares1,172 from 18
Change+1,154 (+6411%)
Value$14.8K (+$14.3K)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares199 from 1,782
Change-1,583 (-89%)
Value$2.5K (-$46.5K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares168 from 169
Change-1 (-1%)
Value$2.1K (-$2.5K)
Filed 2026-11-06
Allworth Financial LP
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$4.1K ($0)
Filed 2026-11-06
Gamma Investing LLC
NEW
Shares93
Change+93
Value$1.2K
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares79 from 84
Change-5 (-6%)
Value$999 (-$1.3K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares60 from 51
Change+9 (+18%)
Value$1 ($0)
Filed 2026-10-30
IFP Advisors, Inc
DECREASED
Shares42 from 90
Change-48 (-53%)
Value$531 (-$1.9K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares19
Change+19
Value$240
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares17 from 8
Change+9 (+113%)
Value$215 (-$6)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$177 (-$208)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares11 from 43
Change-32 (-74%)
Value$139 (-$1.0K)
Filed 2026-11-04
Essential Partners LLC
NEW
Shares7
Change+7
Value$88
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$25
Filed 2026-10-30
Imc-Chicago, LLC
CLOSED
Shares0 from 8,738
Change-8,738 (-100%)
Value$0 (-$240.5K)
Filed 2026-11-05
State of Wyoming
CLOSED
Shares0 from 7,737
Change-7,737 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-28
True Wealth Design, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$303)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$275)
Filed 2026-10-07
Clearstead Advisors, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$56)
Filed 2026-11-06
Cooperman Leon G
N/A
Shares— from 1,286,068
Change-1,286,068 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 304,153
Change-304,153 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 281,039
Change-281,039 (-100%)
Value—
Brigade Capital Management, LP
N/A
Shares— from 280,476
Change-280,476 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 174,786
Change-174,786 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 110,021
Change-110,021 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 102,320
Change-102,320 (-100%)
Value—
Corient IA LP
N/A
Shares— from 91,500
Change-91,500 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 89,168
Change-89,168 (-100%)
Value—
State Street Corp
N/A
Shares— from 73,284
Change-73,284 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 71,300
Change-71,300 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 66,892
Change-66,892 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 66,100
Change-66,100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 48,582
Change-48,582 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 46,876
Change-46,876 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 42,195
Change-42,195 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 36,924
Change-36,924 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 32,629
Change-32,629 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 31,700
Change-31,700 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 31,172
Change-31,172 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,452
Change-30,452 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 26,361
Change-26,361 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 18,259
Change-18,259 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,521
Change-17,521 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 17,018
Change-17,018 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 15,526
Change-15,526 (-100%)
Value—
UBS Group AG
N/A
Shares— from 15,127
Change-15,127 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 13,944
Change-13,944 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,742
Change-10,742 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 8,730
Change-8,730 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,723
Change-3,723 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 937
Change-937 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 545
Change-545 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 453
Change-453 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 403
Change-403 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 54
Change-54 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25
Change-25 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 23
Change-23 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Beach Point Capital Management LP
DECREASED891,993927,837-35,844-4%$25.5M$11.3M-$14.3M2026-10-20
Dimensional Fund Advisors LP
INCREASED162,298135,623+26,675+20%$3.7M$2.1M-$1.7M2026-11-04
Geode Capital Management, LLC
INCREASED120,131115,214+4,917+4%$3.2M$1.5M-$1.7M2026-11-06
Prescott Group Capital Management, L.L.C.
INCREASED66,20656,206+10,000+18%$1.5M$836.8K-$709.9K2026-10-30
Russell Investments Group, Ltd.
INCREASED32,24613,427+18,819+140%$369.5K$407.6K+$38.1K2026-11-06
Bank of New York Mellon Corp
DECREASED26,41026,596-186-1%$731.9K$333.8K-$398.1K2026-11-05
LSV Asset Management
UNCHANGED20,05420,05400%$552.0K$253.0K-$299.0K2026-11-06
Ritholtz Wealth Management
NEW15,629—+15,629——$197.6K—2026-11-05
Deutsche Bank Ag\
DECREASED3,4143,856-442-11%$106.1K$43.2K-$63.0K2026-11-06
Barclays PLC
INCREASED1,426433+993+229%$11.9K$18.0K+$6.1K2026-11-06
Fortitude Family Office, LLC
INCREASED1,17218+1,154+6411%$495$14.8K+$14.3K2026-10-14
Citigroup Inc
DECREASED1991,782-1,583-89%$49.0K$2.5K-$46.5K2026-11-04
PNC Financial Services Group, Inc.
DECREASED168169-1-1%$4.7K$2.1K-$2.5K2026-11-06
Allworth Financial LP
UNCHANGED14814800%$4.1K$4.1K$02026-11-06
Gamma Investing LLC
NEW93—+93——$1.2K—2026-10-08
Sterling Capital Management LLC
DECREASED7984-5-6%$2.3K$999-$1.3K2026-10-22
Covestor Ltd
INCREASED6051+9+18%$1$1$02026-10-30
IFP Advisors, Inc
DECREASED4290-48-53%$2.5K$531-$1.9K2026-10-16
Root Financial Partners, LLC
NEW19—+19——$240—2026-10-21
SJS Investment Consulting Inc.
INCREASED178+9+113%$221$215-$62026-10-26
Farther Finance Advisors, LLC
UNCHANGED141400%$385$177-$2082026-10-08
EverSource Wealth Advisors, LLC
DECREASED1143-32-74%$1.2K$139-$1.0K2026-11-04
Essential Partners LLC
NEW7—+7——$88—2026-10-14
Provenance Wealth Advisors, LLC
NEW2—+2——$25—2026-10-30
Imc-Chicago, LLC
CLOSED08,738-8,738-100%$240.5K$0-$240.5K2026-11-05
State of Wyoming
CLOSED07,737-7,737-100%$212.9K$0-$212.9K2026-10-28
True Wealth Design, LLC
CLOSED011-11-100%$303$0-$3032026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED010-10-100%$275$0-$2752026-10-07
Clearstead Advisors, LLC
CLOSED02-2-100%$56$0-$562026-11-06
Cooperman Leon G
N/A—1,286,068-1,286,068-100%$35.4M———
BlackRock, Inc.
N/A—304,153-304,153-100%$8.4M———
Vanguard Capital Management LLC
N/A—281,039-281,039-100%$7.7M———
Brigade Capital Management, LP
N/A—280,476-280,476-100%$7.7M———
American Century Companies Inc
N/A—174,786-174,786-100%$4.8M———
Purpose Unlimited Inc.
N/A—110,021-110,021-100%$3.0M———
RBF Capital, LLC
N/A—102,320-102,320-100%$2.8M———
Corient IA LP
N/A—91,500-91,500-100%$2.5M———
Jacobs Levy Equity Management, Inc
N/A—89,168-89,168-100%$2.5M———
State Street Corp
N/A—73,284-73,284-100%$2.0M———
Two Sigma Investments, LP
N/A—71,300-71,300-100%$2.0M———
Segall Bryant & Hamill, LLC
N/A—66,892-66,892-100%$1.8M———
Morgan Stanley
N/A—66,100-66,100-100%$1.8M———
JPMorgan Chase & Co
N/A—48,582-48,582-100%$1.3M———
AQR Capital Management LLC
N/A—46,876-46,876-100%$1.3M———
Goldman Sachs Group Inc
N/A—42,195-42,195-100%$1.2M———
D. E. Shaw & Co., Inc.
N/A—36,924-36,924-100%$1.0M———
Northern Trust Corp
N/A—32,629-32,629-100%$898.0K———
Vanguard Fiduciary Trust Co
N/A—31,700-31,700-100%$872.4K———
Marshall Wace, LLP
N/A—31,172-31,172-100%$857.9K———
Susquehanna International Group, LLP
N/A—30,452-30,452-100%$838.0K———
Vanguard Portfolio Management LLC
N/A—26,361-26,361-100%$725.5K———
State of Wisconsin Investment Board
N/A—18,259-18,259-100%$502.5K———
Ameriprise Financial Inc
N/A—17,521-17,521-100%$482.2K———
First Trust Advisors LP
N/A—17,018-17,018-100%$468.3K———
Charles Schwab Investment Management Inc
N/A—15,526-15,526-100%$427.3K———
UBS Group AG
N/A—15,127-15,127-100%$416.3K———
Bridgeway Capital Management, LLC
N/A—13,944-13,944-100%$383.7K———
XTX Topco Ltd
N/A—10,742-10,742-100%$295.6K———
Raymond James Financial Inc
N/A—10,360-10,360-100%$285.1K———
Canada Pension Plan Investment Board
N/A—9,100-9,100-100%$250.4K———
Public Employees Retirement System of Ohio
N/A—8,730-8,730-100%$240.3K———
Rhumbline Advisers
N/A—3,723-3,723-100%$102.5K———
New York State Common Retirement Fund
N/A—3,400-3,400-100%$93.6K———
Wells Fargo & Company
N/A—3,258-3,258-100%$89.7K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,792-1,792-100%$49.3K———
Vanguard Global Advisers, LLC
N/A—1,713-1,713-100%$47.1K———
Tower Research Capital LLC (TRC)
N/A—1,528-1,528-100%$42.1K———
Police & Firemen's Retirement System of New Jersey
N/A—1,251-1,251-100%$34.4K———
FMR LLC
N/A—1,122-1,122-100%$30.9K———
Group One Trading LLC
N/A—992-992-100%$27.3K———
Royal Bank of Canada
N/A—937-937-100%$26.0K———
Arax Advisory Partners
N/A—545-545-100%$15.0K———
Ameritas Investment Partners, Inc.
N/A—453-453-100%$12.5K———
Legal & General Group Plc
N/A—403-403-100%$11.1K———
California State Teachers Retirement System
N/A—54-54-100%$1.5K———
Rothschild Investment LLC
N/A—29-29-100%$798———
Fiduciary Financial Advisors
N/A—25-25-100%$688———
Bogart Wealth, LLC
N/A—23-23-100%$633———
Jones Financial Companies Lllp
N/A—23-23-100%$557———
Transamerica Financial Advisors, LLC
N/A—3-3-100%$82———
JPL Wealth Management, LLC
N/A—3-3-100%$83———
Showing 81 of 81 institutions