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 | No change | 1,286,068 | 35,392 | 1.0% | 0.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beach Point Capital Management LP | History | No change | 927,837 | 25,534 | 9.89% | 6.06% | 2 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | Added to | 304,153 | 8,370 | 0.0% | 0.0% | 3 | +15,874 | 5.51% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 281,039 | 7,734 | 0.0% | 0.0% | 4 | -43,783 | -13.48% | Q2 2026 | Aug 13, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | Added to | 280,476 | 7,718 | 1.44% | 0.32% | 5 | +123,476 | 78.65% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 174,786 | 4,810 | 0.0% | 0.0% | 6 | +14,186 | 8.83% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 164,452 | 4,525 | 0.0% | 0.0% | 7 | +28,792 | 21.22% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 135,623 | 3,732 | 0.0% | 0.0% | 8 | +33,562 | 32.88% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 120,500 | 3,316 | 0.0% | 0.0% | 9 | +15,309 | 14.55% | Q2 2026 | Sep 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 115,214 | 3,171 | 0.0% | 0.0% | 10 | +3,988 | 3.59% | Q2 2026 | Aug 12, 2026 |
| Purpose Unlimited Inc. | History | No change | 110,021 | 3,027 | 0.12% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | Added to | 102,320 | 2,815 | 0.12% | 0.08% | 12 | +9,320 | 10.02% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | Reduced | 92,600 | 2,548 | 0.01% | 0.0% | 13 | -937 | -1.0% | Q2 2026 | Aug 12, 2026 |
| Corient IA LP | History | Added to | 91,500 | 2,518 | 2.32% | 0.12% | 14 | +84,000 | 1120.0% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 89,168 | 2,453 | 0.01% | 0.0% | 15 | +18,489 | 26.16% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 73,284 | 2,016 | 0.0% | 0.0% | 16 | -192 | -0.26% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 71,300 | 1,962 | 0.0% | 0.0% | 17 | -44,144 | -38.24% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 66,892 | 1,840 | 0.02% | — | 18 | +66,892 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 66,100 | 1,819 | 0.0% | 0.0% | 19 | -18,749 | -22.1% | Q2 2026 | Aug 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 56,206 | 1,546 | 0.13% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 48,582 | 1,331 | 0.0% | 0.0% | 21 | +7,801 | 19.13% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 46,876 | 1,290 | 0.0% | — | 22 | +46,876 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 42,195 | 1,161 | 0.0% | 0.0% | 23 | +20,857 | 97.75% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 36,924 | 1,016 | 0.0% | 0.0% | 24 | +9,416 | 34.23% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 32,629 | 897 | 0.0% | 0.0% | 25 | -1,403 | -4.12% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 31,700 | 872 | 0.0% | 0.0% | 26 | -3,499 | -9.94% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 31,172 | 857 | 0.0% | 0.0% | 27 | -6,101 | -16.37% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 26,596 | 731 | 0.0% | 0.0% | 28 | -1,178 | -4.24% | Q2 2026 | Aug 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 26,361 | 725 | 0.0% | 0.0% | 29 | +345 | 1.33% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 26,200 | 721 | 0.0% | 0.0% | 30 | -6,668 | -20.29% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | New | 20,054 | 552 | 0.0% | — | 31 | +20,054 | New | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 18,259 | 502 | 0.0% | 0.0% | 32 | -7,791 | -29.91% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 17,521 | 482 | 0.0% | — | 33 | +17,521 | New | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 17,018 | 468 | 0.0% | 0.0% | 34 | -192 | -1.12% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 16,838 | 463 | 0.0% | 0.0% | 35 | +4,638 | 38.02% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 15,526 | 427 | 0.0% | 0.0% | 36 | -7 | -0.05% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 15,127 | 416 | 0.0% | 0.0% | 37 | -93,502 | -86.07% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 13,944 | 383 | 0.01% | 0.0% | 38 | +400 | 2.95% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,427 | 369 | 0.0% | 0.0% | 39 | +480 | 3.71% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Reduced | 10,742 | 295 | 0.0% | 0.0% | 40 | -3,475 | -24.44% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 10,360 | 285 | 0.0% | — | 41 | +10,360 | New | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 9,100 | 250 | 0.0% | — | 42 | +9,100 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 8,730 | 240 | 0.0% | 0.0% | 43 | +3,280 | 60.18% | Q2 2026 | Aug 17, 2026 |
| State of Wyoming | History | New | 7,737 | 212 | 0.02% | — | 44 | +7,737 | New | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 6,692 | 184 | 0.0% | 0.0% | 45 | -2,034 | -23.31% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 3,856 | 106 | 0.0% | 0.0% | 46 | +115 | 3.07% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,723 | 102 | 0.0% | 0.0% | 47 | -134 | -3.47% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 93 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,258 | 89 | 0.0% | 0.0% | 49 | -5,639 | -63.38% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 1,782 | 49 | 0.0% | 0.0% | 50 | +972 | 120.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,792 | 49 | 0.0% | 0.0% | 51 | -574 | -24.26% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,713 | 47 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,528 | 42 | 0.0% | 0.0% | 53 | +766 | 100.52% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,251 | 34 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Reduced | 1,122 | 30 | 0.0% | 0.0% | 55 | -694 | -38.22% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 937 | 26 | 0.0% | 0.0% | 56 | +372 | 65.84% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 545 | 14 | 0.0% | — | 57 | +545 | New | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 453 | 12 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 433 | 11 | 0.0% | 0.0% | 59 | -231 | -34.79% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 403 | 11 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 169 | 4 | 0.0% | — | 61 | +140 | 482.76% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 148 | 4 | 0.0% | — | 62 | +134 | 957.14% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 90 | 2 | 0.0% | — | 64 | +89 | 8900.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 63 | -65 | -43.62% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 54 | 1 | 0.0% | 0.0% | 65 | -221 | -80.36% | Q2 2026 | Aug 24, 2026 |
| Covestor Ltd | History | New | 51 | 1 | 0.0% | — | 68 | +51 | New | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 43 | 1 | 0.0% | — | 67 | +40 | 1333.33% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -295,300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -215,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,707 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,289 | -100.0% | Q2 2026 | Sep 08, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,916 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,042 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,703 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 29 | 0 | — | — | — | +28 | 2800.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Jul 24, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14 | 0 | — | — | — | +12 | 600.0% | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |