DaveManuel.com · Institutional Ownership · Who Owns It
FINANCE OF AMERICA COMPAN (FOA)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
80
Reporting holders
$142.7M
Reported value
4.0%
Calls
3.5%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COOPERMAN LEON G | $35.4M | 1,286,068 | 1.00% | 8q | HELD |
| Beach Point Capital Management LP | $25.5M | 927,837 | 9.89% | 6q | HELD |
| BlackRock, Inc. | $8.4M | 304,153 | 0.00% | 8q | +5.5%+$436.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.7M | 281,039 | 0.00% | 2q | -13.5%-$1.2M |
| BRIGADE CAPITAL MANAGEMENT, LP | $7.7M | 280,476 | 1.44% | 7q | +78.6%+$3.4M |
| AMERICAN CENTURY COMPANIES INC | $4.8M | 174,786 | 0.00% | 7q | +8.8%+$390.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M incl. $3.7M options CALL+PUT | 30,452 | 0.00% | 7q | -30.1%-$1.9M |
| DIMENSIONAL FUND ADVISORS LP | $3.7M | 135,623 | 0.00% | 6q | +32.9%+$923.6K |
| CITADEL ADVISORS LLC | $3.3M CALL+PUT | options only | 0.00% | 7q | OPTIONS |
| GEODE CAPITAL MANAGEMENT, LLC | $3.2M | 115,214 | 0.00% | 8q | +3.6%+$109.8K |
| Purpose Unlimited Inc. | $3.0M | 110,021 | 0.12% | 3q | HELD |
| RBF Capital, LLC | $2.8M | 102,320 | 0.12% | 8q | +10.0%+$256.5K |
| PEAK6 LLC | $2.5M CALL | options only | 0.01% | 7q | OPTIONS |
| Corient IA LP | $2.5M | 91,500 | 2.32% | 2q | +1120.0%+$2.3M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.5M | 89,168 | 0.01% | 3q | +26.2%+$508.8K |
| STATE STREET CORP | $2.0M | 73,284 | 0.00% | 7q | HELD |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 71,300 | 0.00% | 5q | -38.2%-$1.2M |
| SEGALL BRYANT & HAMILL, LLC | $1.8M | 66,892 | 0.02% | new | NEW |
| MORGAN STANLEY | $1.8M | 66,100 | 0.00% | 8q | -22.1%-$516.0K |
| Prescott Group Capital Management, L.L.C. | $1.5M | 56,206 | 0.13% | 4q | HELD |
| JPMORGAN CHASE & CO | $1.3M | 48,582 | 0.00% | 8q | +19.1%+$213.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 46,876 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.2M | 42,195 | 0.00% | 7q | +97.7%+$574.0K |
| D. E. Shaw & Co., Inc. | $1.0M | 36,924 | 0.00% | 6q | +34.2%+$259.1K |
| NORTHERN TRUST CORP | $898.0K | 32,629 | 0.00% | 7q | -4.1%-$38.6K |
| VANGUARD FIDUCIARY TRUST CO | $872.4K | 31,700 | 0.00% | 2q | -9.9%-$96.3K |
| MARSHALL WACE, LLP | $857.9K | 31,172 | 0.00% | 4q | -16.4%-$167.9K |
| Bank of New York Mellon Corp | $731.9K | 26,596 | 0.00% | 5q | -4.2%-$32.4K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $725.5K | 26,361 | 0.00% | 2q | +1.3%+$9.5K |
| SIMPLEX TRADING, LLC | $721.0K CALL | options only | 0.00% | 7q | OPTIONS |
| LSV ASSET MANAGEMENT | $552.0K | 20,054 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $502.5K | 18,259 | 0.00% | 4q | -29.9%-$214.4K |
| AMERIPRISE FINANCIAL INC | $482.2K | 17,521 | 0.00% | new | NEW |
| FIRST TRUST ADVISORS LP | $468.3K | 17,018 | 0.00% | 4q | -1.1%-$5.3K |
| IMC-Chicago, LLC | $463.4K incl. $222.9K options PUT | 8,738 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $427.3K | 15,526 | 0.00% | 5q | HELD |
| UBS Group AG | $416.3K | 15,127 | 0.00% | 8q | -37.6%-$250.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $383.7K | 13,944 | 0.01% | 3q | +3.0%+$11.0K |
| Russell Investments Group, Ltd. | $369.5K | 13,427 | 0.00% | 4q | +3.7%+$13.2K |
| XTX Topco Ltd | $295.6K | 10,742 | 0.00% | 3q | -24.4%-$95.6K |
| RAYMOND JAMES FINANCIAL INC | $285.1K | 10,360 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $250.4K | 9,100 | 0.00% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $240.2K | 8,730 | 0.00% | 2q | +60.2%+$90.3K |
| State of Wyoming | $212.9K | 7,737 | 0.02% | new | NEW |
| GROUP ONE TRADING LLC | $184.2K incl. $156.9K options CALL+PUT | 992 | 0.00% | 7q | -71.0%-$451.9K |
| DEUTSCHE BANK AG\ | $106.1K | 3,856 | 0.00% | 3q | +3.1%+$3.2K |
| RHUMBLINE ADVISERS | $102.5K | 3,723 | 0.00% | 5q | -3.5%-$3.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $93.6K | 3,400 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $89.7K | 3,258 | 0.00% | 5q | +92.0%+$43.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49.3K | 1,792 | 0.00% | 5q | -24.3%-$15.8K |
| CITIGROUP INC | $49.0K | 1,782 | 0.00% | 8q | +120.0%+$26.7K |
| Vanguard Global Advisers, LLC | $47.1K | 1,713 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $42.1K | 1,528 | 0.00% | 6q | +100.5%+$21.1K |
| Police & Firemen's Retirement System of New Jersey | $34.4K | 1,251 | 0.00% | 5q | HELD |
| FMR LLC | $30.9K | 1,122 | 0.00% | 8q | -38.2%-$19.1K |
| ROYAL BANK OF CANADA | $26.0K | 937 | 0.00% | 6q | +65.8%+$10.3K |
| Arax Advisory Partners | $15.0K | 545 | 0.00% | new | NEW |
| Ameritas Investment Partners, Inc. | $12.5K | 453 | 0.00% | 5q | HELD |
| BARCLAYS PLC | $11.9K | 433 | 0.00% | 7q | -34.8%-$6.4K |
| Legal & General Group Plc | $11.1K | 403 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $4.7K | 169 | 0.00% | 2q | +482.8%+$3.9K |
| Allworth Financial LP | $4.1K | 148 | 0.00% | 4q | +957.1%+$3.7K |
| IFP Advisors, Inc | $2.5K | 90 | 0.00% | 3q | +8900.0%+$2.4K |
| Sterling Capital Management LLC | $2.3K | 84 | 0.00% | 5q | -43.6%-$1.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.5K | 54 | 0.00% | 5q | -80.4%-$6.1K |
| EverSource Wealth Advisors, LLC | $1.2K | 43 | 0.00% | 2q | +1333.3%+$1.1K |
| Covestor Ltd | $1.0K | 51 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $798 | 29 | 0.00% | 2q | +2800.0% |
| GAMMA Investing LLC | $688 | 25 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $688 | 25 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $633 | 23 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $557 | 23 | 0.00% | 2q | HELD |
| Fortitude Family Office, LLC | $495 | 18 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $385 | 14 | 0.00% | 8q | +600.0% |
| True Wealth Design, LLC | $303 | 11 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $275 | 10 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $221 | 8 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $83 | 3 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $82 | 3 | 0.00% | 2q | HELD |
| Clearstead Advisors, LLC | $56 | 2 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-03 | 2026-07-31 | Material agreement entered Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Prahm Jeremy | Chief Investment Officer | Sold | 8,860 | $181.5K |
| 2026-06-01 | Prahm Jeremy | Chief Investment Officer | Sold | 8,252 | $161.3K |
| 2026-07-13 | Prahm Jeremy | Chief Investment Officer | Sold | 6,000 | $153.6K |
| 2026-06-29 | Prahm Jeremy | Chief Investment Officer | Sold | 6,000 | $152.0K |
| 2026-08-06 | Prahm Jeremy | Chief Investment Officer | Sold | 6,000 | $133.5K |
| 2026-08-10 | Prahm Jeremy | Chief Investment Officer | Sold | 6,000 | $130.4K |
| 2026-08-24 | Prahm Jeremy | Chief Investment Officer | Sold | 6,000 | $119.2K |
| 2026-05-18 | Prahm Jeremy | Chief Investment Officer | Sold | 6,000 | $118.1K |
| 2026-09-08 | Prahm Jeremy | Chief Investment Officer | Sold | 6,000 | $100.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $11.3M | 893,436 | 3 | 2 | 3 | 0.0% |
| Q2 2026 | 80 | $142.7M | 4,799,778 | 20 | 26 | 21 | 7.5% |
| Q1 2026 | 75 | $90.9M | 4,559,070 | 17 | 23 | 20 | 16.8% |
| Q4 2025 | 74 | $175.5M | 5,970,200 | 13 | 25 | 16 | 17.7% |
| Q3 2025 | 77 | $202.9M | 7,158,839 | 21 | 23 | 16 | 20.9% |
| Q2 2025 | 63 | $191.4M | 6,763,347 | 25 | 19 | 10 | 17.6% |
| Q1 2025 | 52 | $174.0M | 6,400,606 | 15 | 17 | 7 | 21.6% |
| Q4 2024 | 41 | $186.1M | 5,483,752 | 24 | 11 | 1 | 17.3% |
| Q3 2024 | 23 | $55.9M | 4,829,634 | 21 | 0 | 2 | 0.0% |
| Q2 2024 | 52 | $25.9M | 50,015,401 | 21 | 9 | 14 | 4.9% |
| Q1 2024 | 45 | $37.9M | 51,620,990 | 3 | 10 | 14 | 0.0% |
| Q4 2023 | 51 | $57.5M | 51,835,715 | 6 | 17 | 10 | 0.8% |
| Q3 2023 | 48 | $65.6M | 50,967,450 | 4 | 14 | 12 | 0.5% |
| Q2 2023 | 50 | $98.6M | 51,104,852 | 6 | 22 | 10 | 1.0% |
| Q1 2023 | 48 | $61.6M | 49,640,225 | 4 | 16 | 14 | 0.1% |
| Q4 2022 | 49 | $49.7M | 39,069,293 | 3 | 17 | 15 | 0.3% |
| Q3 2022 | 53 | $7.7B | 5,233,034,508 | 6 | 17 | 16 | 0.0% |
| Q2 2022 | 64 | $8.2B | 5,233,156,666 | 9 | 29 | 17 | 0.0% |
| Q1 2022 | 68 | $15.8B | 5,211,447,596 | 13 | 16 | 32 | 0.0% |
| Q4 2021 | 68 | $371.8M | 93,467,837 | 20 | 22 | 18 | 0.2% |
| Q3 2021 | 59 | $475.9M | 95,164,652 | 10 | 24 | 13 | 1.0% |
| Q2 2021 | 69 | $790.1M | 101,451,618 | 71 | 0 | 0 | 2.0% |