Finance Of America Companies Ownership | Who Owns Finance Of America Companies?
Finance Of America Companies Ownership Summary
Finance Of America Companies is owned by 13.97% institutional investors, 25.18% insiders, and 60.85% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 6.16% of FOA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.20% of its assets in Finance Of America Companies shares.
FOA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Finance Of America Companies | 13.97% | 25.18% | 60.85% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Credit Services Stocks | 39.92% | 8.89% | 51.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Kayne anderson rudnick investment management | 611.85K | 6.16% | $9.26M |
| Money concepts capital | 401.58K | 4.05% | $6.08M |
| Vanguard group | 390.35K | 3.93% | $5.91M |
| Dimensional fund advisors lp | 376.68K | 3.80% | $5.70M |
| Renaissance | 313.72K | 3.16% | $4.75M |
| Blackrock funding, inc. /de | 92.17K | 0.93% | $1.40M |
| Bridgeway capital management | 80.03K | 0.81% | $1.21M |
| Lsv asset management | 74.80K | 0.75% | $1.13M |
| Rbf capital | 73.06K | 0.74% | $1.11M |
| Geode capital management | 65.95K | 0.66% | $998.87K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Money concepts capital | 401.58K | 0.45% | $6.08M |
| Lakewood asset management | 11.07K | 0.12% | $167.63K |
| Corsair capital management | 25.71K | 0.07% | $411.30K |
| Rbf capital | 73.06K | 0.06% | $1.11M |
| Linden thomas advisory services | 29.24K | 0.06% | $442.63K |
| Bridgeway capital management | 80.03K | 0.03% | $1.21M |
| Inspire advisors | 13.63K | 0.03% | $206.42K |
| Kayne anderson rudnick investment management | 611.85K | 0.02% | $9.26M |
| Hikari tsushin | 14.16K | 0.02% | $214.35K |
| Globeflex capital l p | 10.30K | 0.01% | $155.88K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 31.51K | 0.00% | 31.51K |
| Corsair capital management | 25.71K | 0.07% | 25.71K |
| Money concepts capital | 401.58K | 0.45% | 22.25K |
| Citadel advisors | 20.92K | 0.00% | 20.92K |
| Qube research | 19.62K | 0.00% | 8.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acuitas investments | - | - | -138.73K |
| Hillsdale investment management | - | - | -66.20K |
| Brandywine global investment management | - | - | -48.66K |
| Millennium management | 13.11K | 0.00% | -32.50K |
| Jane street group | - | - | -21.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 31.51K | 0.00% | 31.51K | $477.09K |
| Corsair capital management | 25.71K | 0.07% | 25.71K | $411.30K |
| Citadel advisors | 20.92K | 0.00% | 20.92K | $334.69K |
| Acadian asset management | 2.82K | 0.00% | 2.82K | $42.00K |
Sold Out
| Holder | Change |
|---|---|
| Tyler-stone wealth management | -18.00 |
| Macquarie group | -115.00 |
| Newedge advisors | -506.00 |
| Innealta capital | -856.00 |
| Two sigma advisers, lp | -10.80K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 26 | -46.94% | 1,386,394 | -55.41% | 13 | 1.42% | 10 | -47.37% | 5 | -54.55% |
| Sep 30, 2024 | 49 | -2.00% | 3,108,935 | 0.87% | 31 | 257.86% | 19 | 11.76% | 11 | -45.00% |
| Jun 30, 2024 | 50 | -7.41% | 3,081,981 | -1.41% | 3 | 27.89% | 17 | -43.33% | 20 | 150.00% |
| Mar 31, 2024 | 54 | 8.00% | 3,126,130 | -2.35% | 3 | 23.18% | 30 | 7.14% | 8 | -33.33% |
| Dec 31, 2023 | 50 | 19.05% | 3,201,358 | 7.50% | 3 | 33.89% | 28 | 86.67% | 12 | -7.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 218.82K | 2.20% | 9.30K |
| Vanguard US Total Market Shares ETF | 148.16K | 1.38% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 121.59K | 1.22% | - |
| Avantis US Small Cap Value ETF | 63.09K | 0.59% | -7.50K |
| Purpose Credit Opportunities Series F | 560.22K | 0.56% | - |
| Fidelity Extended Market Index | 42.58K | 0.40% | -271.00 |
| Extended Equity Market Fund K | 15.43K | 0.14% | 47.00 |
| NT R2000 Value Index Fund - NL | 140.95K | 0.14% | -25.24K |
| NT R2000 Index Fund - NL | 136.71K | 0.14% | -2.75K |
| Fidelity Total Market Index | 14.10K | 0.13% | -11.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 01, 2025 | Sieffert Kristen N | President | Sell | $15.82K |
| Mar 19, 2025 | Sieffert Kristen N | President | Sell | $16.76K |
| Mar 19, 2025 | Thornock Tai A. | Chief Accounting Officer | Sell | $24.59K |
| Dec 12, 2024 | Corio Norma | - | Buy | $110.12K |
| Dec 10, 2024 | West Lance | - | Sell | $513.71K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | 1 | 5 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
FOA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools