Finance of America Companies Inc. - FOA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Blackstone Inc. | History | Reduced | 1,596,142 | 38,642 | 0.15% | 0.29% | 1 | -1,596,142 | -50.0% | Q4 2025 | Feb 17, 2026 |
| COOPERMAN LEON G | History | No change | 1,286,040 | 31,135 | 1.03% | 0.9% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beach Point Capital Management LP | History | Added to | 789,399 | 19,111 | 7.39% | 1.22% | 3 | +669,336 | 557.49% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 369,155 | 8,937 | 0.0% | 0.0% | 4 | -118,945 | -24.37% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 295,721 | 7,159 | 0.0% | 0.0% | 5 | +18,542 | 6.69% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 225,000 | 5,447 | 0.0% | 0.0% | 6 | +59,406 | 35.87% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 219,400 | 5,311 | 0.0% | 0.0% | 7 | -288,600 | -56.81% | Q4 2025 | Feb 17, 2026 |
| Caption Management, LLC | History | Reduced | 216,300 | 5,236 | 0.04% | 0.04% | 8 | -21,000 | -8.85% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 174,094 | 4,214 | 0.0% | 0.0% | 9 | -154,619 | -47.04% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 133,364 | 3,228 | 0.0% | 0.0% | 10 | +44,476 | 50.04% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 126,789 | 3,069 | 0.0% | 0.0% | 11 | +6,593 | 5.49% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 125,556 | 3,039 | 0.0% | 0.0% | 12 | +90,448 | 257.63% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 112,083 | 2,713 | 0.0% | 0.0% | 13 | -72,444 | -39.26% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 108,416 | 2,625 | 0.0% | 0.0% | 14 | -8,687 | -7.42% | Q4 2025 | Feb 09, 2026 |
| Purpose Unlimited Inc. | History | New | 96,021 | 2,324 | 0.11% | — | 15 | +96,021 | New | Q4 2025 | Mar 20, 2026 |
| RBF Capital, LLC | History | No change | 93,000 | 2,251 | 0.1% | 0.09% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 88,136 | 2,133 | 0.0% | 0.0% | 17 | -4,855 | -5.22% | Q4 2025 | Feb 13, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Added to | 82,000 | 1,985 | 0.6% | 0.16% | 18 | +25,000 | 43.86% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 77,445 | 1,874 | 0.0% | 0.0% | 19 | +76,147 | 5866.49% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 76,800 | 1,859 | 0.0% | 0.0% | 20 | -37,656 | -32.9% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 73,046 | 1,768 | 0.0% | 0.0% | 21 | -5,141 | -6.58% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 69,900 | 1,692 | 0.0% | 0.0% | 22 | -29,674 | -29.8% | Q4 2025 | Feb 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 65,132 | 1,576 | 0.0% | 0.0% | 23 | +15,914 | 32.33% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 53,814 | 1,302 | 0.0% | — | 24 | +53,814 | New | Q4 2025 | Feb 17, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 52,137 | 1,262 | 0.05% | 0.04% | 25 | -2,307 | -4.24% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 47,364 | 1,146 | 0.0% | — | 26 | +47,364 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 40,335 | 976 | 0.0% | 0.0% | 27 | +13,033 | 47.74% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,235 | 853 | 0.0% | 0.0% | 28 | -4,959 | -12.34% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 33,749 | 817 | 0.0% | 0.0% | 29 | +12,560 | 59.28% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 33,563 | 812 | 0.0% | 0.0% | 30 | -1,564 | -4.45% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 33,073 | 800 | 0.0% | 0.0% | 31 | +11,181 | 51.07% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 29,583 | 716 | 0.0% | 0.0% | 32 | +18,337 | 163.05% | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 28,550 | 691 | 0.0% | 0.0% | 33 | +15,719 | 122.51% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 26,612 | 644 | 0.0% | 0.0% | 34 | +14,252 | 115.31% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 25,000 | 605 | 0.01% | 0.01% | 35 | -3,500 | -12.28% | Q4 2025 | Jan 30, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 22,000 | 532 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 18,241 | 441 | 0.0% | 0.0% | 37 | +1,397 | 8.29% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 17,393 | 421 | 0.0% | 0.0% | 38 | -30,007 | -63.31% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 15,700 | 380 | 0.0% | 0.0% | 39 | -57,500 | -78.55% | Q4 2025 | Mar 12, 2026 |
| XTX Topco Ltd | History | New | 13,517 | 327 | 0.01% | — | 40 | +13,517 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,897 | 312 | 0.0% | 0.0% | 41 | -31,807 | -71.15% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 11,974 | 289 | 0.0% | 0.0% | 42 | -4,431 | -27.01% | Q4 2025 | Feb 13, 2026 |
| SIG BROKERAGE, LP | History | New | 10,000 | 242 | 0.01% | — | 43 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 9,866 | 238 | 0.0% | — | 44 | +9,866 | New | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 8,544 | 206 | 0.0% | — | 45 | +8,544 | New | Q4 2025 | Feb 17, 2026 |
| Palisades Investment Partners, LLC | History | New | 8,311 | 201 | 0.08% | — | 46 | +8,311 | New | Q4 2025 | Jan 20, 2026 |
| Verition Fund Management LLC | History | New | 8,311 | 201 | 0.0% | — | 47 | +8,311 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 7,907 | 191 | 0.0% | 0.0% | 48 | +1,525 | 23.9% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,916 | 167 | 0.0% | 0.0% | 49 | -34,520 | -83.31% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,608 | 159 | 0.04% | 0.02% | 50 | +5,339 | 420.72% | Q4 2025 | Mar 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 5,230 | 113 | 0.0% | — | 51 | +5,230 | New | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,145 | 100 | 0.0% | 0.0% | 52 | -346 | -7.7% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 3,741 | 90 | 0.0% | — | 53 | +3,741 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 82 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | No change | 2,837 | 68 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,338 | 56 | 0.0% | 0.0% | 56 | +170 | 7.84% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,197 | 53 | 0.0% | 0.0% | 57 | +1,336 | 155.17% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,251 | 30 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 872 | 21 | 0.0% | 0.0% | 59 | -1,520 | -63.55% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 453 | 10 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 400 | 9 | 0.0% | — | 64 | +400 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 365 | 9 | 0.0% | — | 63 | +365 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 388 | 9 | 0.0% | 0.0% | 62 | +308 | 385.0% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 403 | 9 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 313 | 7 | 0.0% | 0.0% | 65 | +36 | 13.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | No change | 306 | 7 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 160 | 4 | 0.0% | 0.0% | 67 | +8 | 5.26% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 92 | 2 | 0.0% | — | 68 | +88 | 2200.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 46 | 1 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -140,297 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient IA LLC | History | Closed out | 0 | 0 | — | 1.34% | — | -80,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,100 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,055 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,287 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.56% | — | -24,641 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,567 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,250 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,599 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,412 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,700 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Allworth Financial LP | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |
| Founders Capital Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |