Finance of America Companies Inc. - FOA
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COOPERMAN LEON G | History | Added to | 1,286,068 | 21,348 | 0.7% | 1.03% | 1 | +28 | 0.0% | Q1 2026 | May 15, 2026 |
| Beach Point Capital Management LP | History | Added to | 927,837 | 15,402 | 6.06% | 7.39% | 2 | +138,438 | 17.54% | Q1 2026 | Apr 20, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 324,822 | 5,392 | 0.0% | — | 3 | +324,822 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 295,300 | 4,901 | 0.0% | 0.0% | 4 | -73,855 | -20.01% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 288,279 | 4,785 | 0.0% | 0.0% | 5 | -7,442 | -2.52% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 174,094 | 4,214 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Caption Management, LLC | History | Reduced | 215,700 | 3,580 | 0.02% | 0.04% | 7 | -600 | -0.28% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 160,600 | 2,665 | 0.0% | 0.0% | 8 | +33,811 | 26.67% | Q1 2026 | May 15, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Added to | 157,000 | 2,606 | 0.32% | 0.6% | 9 | +75,000 | 91.46% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 135,660 | 2,251 | 0.0% | 0.0% | 10 | -83,740 | -38.17% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 115,444 | 1,916 | 0.0% | 0.0% | 11 | -17,920 | -13.44% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 111,226 | 1,847 | 0.0% | 0.0% | 12 | +2,810 | 2.59% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Added to | 110,021 | 1,826 | 0.08% | 0.11% | 13 | +14,000 | 14.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 108,629 | 1,803 | 0.0% | 0.0% | 14 | -16,927 | -13.48% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 105,191 | 1,746 | 0.0% | 0.0% | 15 | -119,809 | -53.25% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 102,061 | 1,693 | 0.0% | 0.0% | 16 | +36,929 | 56.7% | Q1 2026 | May 07, 2026 |
| PEAK6 LLC | History | Added to | 93,537 | 1,552 | 0.0% | 0.0% | 17 | +77,837 | 495.78% | Q1 2026 | May 13, 2026 |
| RBF Capital, LLC | History | No change | 93,000 | 1,543 | 0.08% | 0.1% | 18 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MORGAN STANLEY | History | Reduced | 84,849 | 1,408 | 0.0% | 0.0% | 19 | -27,234 | -24.3% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 73,476 | 1,219 | 0.0% | 0.0% | 20 | +430 | 0.59% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 70,679 | 1,173 | 0.0% | 0.0% | 21 | +60,813 | 616.39% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 56,206 | 933 | 0.09% | 0.05% | 22 | +34,206 | 155.48% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 49,707 | 825 | 0.0% | 0.0% | 23 | -4,107 | -7.63% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 33,073 | 800 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 40,781 | 654 | 0.0% | 0.0% | 25 | +5,546 | 15.74% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 37,273 | 618 | 0.0% | 0.0% | 26 | -50,863 | -57.71% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 35,199 | 584 | 0.0% | — | 27 | +35,199 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 34,032 | 564 | 0.0% | 0.0% | 28 | +469 | 1.4% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 32,868 | 545 | 0.0% | 0.0% | 29 | -37,032 | -52.98% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 27,774 | 461 | 0.0% | 0.0% | 30 | -1,809 | -6.11% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 27,508 | 456 | 0.0% | 0.0% | 31 | +10,115 | 58.16% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 26,050 | 432 | 0.0% | 0.0% | 32 | -2,500 | -8.76% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 26,016 | 431 | 0.0% | — | 33 | +26,016 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | New | 25,289 | 419 | 0.0% | — | 34 | +25,289 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 21,338 | 354 | 0.0% | 0.0% | 35 | -18,997 | -47.1% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 17,210 | 285 | 0.0% | 0.0% | 36 | +5,236 | 43.73% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 15,533 | 257 | 0.0% | 0.0% | 37 | -2,708 | -14.85% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 14,217 | 236 | 0.0% | 0.01% | 38 | +700 | 5.18% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 13,544 | 224 | 0.0% | 0.0% | 39 | +5,000 | 58.52% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12,947 | 214 | 0.0% | 0.0% | 40 | -64,498 | -83.28% | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | New | 12,200 | 202 | 0.0% | — | 41 | +12,200 | New | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | New | 10,916 | 181 | 0.0% | — | 42 | +10,916 | New | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | New | 10,042 | 166 | 0.0% | — | 44 | +10,042 | New | Q1 2026 | May 12, 2026 |
| SIG BROKERAGE, LP | History | No change | 10,000 | 166 | 0.0% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,897 | 147 | 0.0% | 0.0% | 45 | -4,000 | -31.01% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 8,726 | 144 | 0.0% | 0.0% | 46 | -68,074 | -88.64% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 7,703 | 127 | 0.0% | 0.0% | 47 | +2,473 | 47.28% | Q1 2026 | May 08, 2026 |
| Corient IA LLC | History | New | 7,500 | 124 | 0.12% | — | 48 | +7,500 | New | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 5,450 | 90 | 0.0% | — | 49 | +5,450 | New | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 2,837 | 68 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,857 | 64 | 0.0% | 0.0% | 51 | -288 | -6.95% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,741 | 62 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 56 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,366 | 39 | 0.0% | 0.0% | 54 | +28 | 1.2% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,816 | 30 | 0.0% | 0.0% | 55 | +944 | 108.26% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,713 | 28 | 0.0% | — | 56 | +1,713 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,251 | 20 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 810 | 13 | 0.0% | 0.0% | 58 | +422 | 108.76% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 762 | 12 | 0.0% | 0.0% | 59 | -1,435 | -65.32% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 664 | 11 | 0.0% | 0.0% | 60 | -7,243 | -91.6% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 565 | 9 | 0.0% | 0.0% | 61 | +200 | 54.79% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 453 | 7 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 403 | 6 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 275 | 4 | 0.0% | 0.0% | 64 | -38 | -12.14% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 149 | 2 | 0.0% | 0.0% | 65 | -157 | -51.31% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 85 | 1 | 0.0% | 0.0% | 66 | -7 | -7.61% | Q1 2026 | May 14, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,596,142 | -100.0% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -52,137 | -100.0% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,364 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,749 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -26,612 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -25,000 | -100.0% | Q1 2026 | May 01, 2026 |
| Palisades Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,311 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,311 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,916 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -6,608 | -100.0% | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | Added to | 41 | 0 | — | — | — | +40 | 4000.0% | Q1 2026 | May 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 24, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 14 | 0 | — | — | — | +9 | 180.0% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |