LPL Financial
FPAG icon

LPL Financial’s FPA Global Equity ETF FPAG Stock Holding History

LPL Financial’s Portfolio FPAG Stock Details FPAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1M Buy
524,541
+496,804
+1,791% +$19.4M ﹤0.01% 1537
2026
Q1 		$1.01M Buy
27,737
+22,104
+392% +$844K ﹤0.01% 4168
2025
Q4 		$209K Buy
+5,633
New +$205K ﹤0.01% 5419

Other funds holding FPAG

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NF
NavPoint Financial Prior Lake, Minnesota $270M AUM 14.97% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

LPL Financial's FPAG Position: Q2 2026 in Review

LPL Financial increased its FPA Global Equity ETF (FPAG) stake by 1,791% in Q2 2026, buying an estimated $19.4M and bringing the position to 524,541 shares worth $21.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

LPL Financial first reported a position in FPAG in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold FPAG as of Q2 2026.

  • LPL Financial held 524,541 shares of FPA Global Equity ETF worth $21.1M as of Q2 2026.
  • LPL Financial bought 496,804 FPA Global Equity ETF shares in Q2 2026, an estimated $19.4M.
  • FPA Global Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1537 holding.
  • LPL Financial first reported a position in FPA Global Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held FPA Global Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.