Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Investment Managers Ser Tr I (FPAG)

49 + Investors. Track Smart Money conviction in FPAG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
9Q ▲
Buyers last Q
77%

Smart Money Signals — FPAG

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added FPAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
49 hedge funds hold FPAG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +88% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+88% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 77% buying

36 buying11 selling
Last quarter: 36 funds were net buyers (8 opened a brand new position + 28 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 12 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 16% conviction (2yr+) ■ 35% medium ■ 49% new
Only 8 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~8 new funds/quarter

4 → 2 → 8 → 12 → 8 new funds/Q
New funds entering each quarter: 2 → 8 → 12 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 53% new entrants

■ 2% veterans ■ 45% 1-2yr ■ 53% new
Of 49 current holders: 1 (2%) held 2+ years, 22 held 1–2 years, 26 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
5 of 49 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FPAG

In 2026 Q2, 36 hedge funds were net buyers of FPAG (8 opened a new position, 28 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: FPAG

How many hedge funds hold FPAG — quarterly history vs. share price
Quarterly hedge fund ownership of FPAG vs. share price

Market Analysis: FPAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FPAG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: FPAG
49 + Investors

Track Smart Money conviction in FPAG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 45 8.89%
13F Shares 12M 11M 2.77%
Total Value $458M $404M 13.36%
New Positions 8 12 -4
Increased Positions 28 23 +5
Closed Positions 4 0 +4
Reduced Positions 7 5 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FPAG

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Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FPAG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FPAG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oxford Financial Group, LTD. LLC 7.93% 3,897,208 $156.4M
2 NavPoint Financial, Inc. 7.50% 504,375 $20.2M
3 Verum Partners LLC 4.69% 780,750 $31.3M
4 Demming Financial Services Corp /Adv 2.69% 105,577 $4.2M
5 Goldstone Financial Group, LLC 1.81% 493,466 $19.8M
6 Eclectic Associates Inc /Adv 1.43% 313,286 $12.6M
7 Good Harbor Advisors, Inc. 1.40% 35,697 $1.4M
8 Mesirow Financial Investment Management, Inc. 1.35% 2,143,769 $86.1M
9 Allegheny Financial Group 1.25% 292,639 $11.7M
10 New England Private Wealth Advisors LLC 1.12% 289,678 $11.6M
11 Certior Financial Group, LLC 0.51% 23,413 $940K
12 DKM Wealth Management, Inc. 0.28% 10,794 $433K
13 Lakeside Advisors, INC. 0.27% 10,600 $426K
14 Mills Wealth Advisors LLC 0.27% 21,084 $846K
15 Onyx Bridge Wealth Group LLC 0.26% 72,512 $2.9M
16 Guardian Asset Advisors, LLC 0.19% 10,326 $414K
17 Compass Ion Advisors, LLC 0.17% 49,347 $2.0M
18 SHP Wealth Management 0.14% 51,512 $2.1M
19 Tanglewood Wealth Management, Inc. 0.14% 40,809 $1.6M
20 Argent Trust Co 0.13% 113,248 $4.5M
21 Mowery & Schoenfeld Wealth Management, LLC 0.11% 2,004 $80K
22 First Pacific Advisors, LP 0.07% 145,470 $5.8M
23 Mcdonald Partners LLC 0.06% 6,500 $261K
24 Stratos Wealth Partners, LTD. 0.02% 58,845 $2.4M
25 Private Advisor Group, LLC 0.02% 84,628 $3.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Investment Managers Ser Tr I (FPAG)

What does the Smart Money Trend signal show for FPAG?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added FPAG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FPAG?

More buyers than sellers — 77% buying: Last quarter: 36 funds were net buyers (8 opened a brand new position + 28 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FPAG holders?

Smaller funds dominant — 12% AUM from top-100: 5 of 49 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FPAG?

Mostly new holders — 49% entered in last year: Only 8 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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