Filing Research | FOA - FINANCE OF AMERICA COMPAN Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Beach Point Capital Management LP	Shares	927.8KSH	$25.5M
2	Police & Firemen's Retirement System of New Jersey	Shares	1.3KSH	$34.4K
3	IFP Advisors, Inc	Shares	90SH	$2.5K
4	EverSource Wealth Advisors, LLC	Shares	43SH	$1.2K
5	Bogart Wealth, LLC	Shares	23SH	$633
6	Fortitude Family Office, LLC	Shares	18SH	$495
7	Farther Finance Advisors, LLC	Shares	14SH	$385
8	True Wealth Design, LLC	Shares	11SH	$303
9	Wealth Enhancement Trust Services, Inc.	Shares	10SH	$275
10	SJS Investment Consulting Inc.	Shares	8SH	$221

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	Beach Point Capital Management LP unchanged	Shares	0	+$10.1M	$25.5M
2	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$13.7K	$34.4K
3	IFP Advisors, Inc added	Shares	+89	+$2.5K	$2.5K
4	EverSource Wealth Advisors, LLC added	Shares	+40	+$1.1K	$1.2K
5	Bogart Wealth, LLC new	Shares	+23	+$633	$633
6	Fortitude Family Office, LLC new	Shares	+18	+$495	$495
7	Farther Finance Advisors, LLC added	Shares	+12	+$351	$385
8	True Wealth Design, LLC new	Shares	+11	+$303	$303
9	Wealth Enhancement Trust Services, Inc. new	Shares	+10	+$275	$275
10	SJS Investment Consulting Inc. new	Shares	+8	+$221	$221

Filing Research | FOA - FINANCE OF AMERICA COMPAN Institutional Holdings