FOA · Finance of America Companies Inc. · Shareholders & Ownership

$11.49 +0.51 (+4.64%) At close · Oct 22

Russell 2000 member Rebalance outlook locked

Market Cap

$198.86M

17.31M

Volume · Oct 22 92.49K Avg daily vol (3M) 64.89K

Every disclosed holder of FOA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns FOA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	77	4,765,108	27.53%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	11,889,148	68.70%	Yes
Remaining	—	652,634	3.77%	Rest
Registered funds (N-PORT, not summed)	113	1,055,514	6.10%	No

Shares outstanding: 17,306,890, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of FOA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Libman Family Holdings, LLC 13D CIK 1854457 · Unknown · Feb 27, 2026	9,246,412	53.43%	-44,947	Feb 27, 2026
2	Bloom Retirement Holdings Inc. 13D CIK 1466992 · Unknown · Aug 5, 2026 Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands	1,481,039	8.56%	-95,204	Aug 5, 2026
3	COOPERMAN LEON G 13F CIK 898382 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,286,068	7.43%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	COOPERMAN LEON G Insider CIK 898382 · Mar 13, 2026 10% Owner, issuer-wide, not summed	1,286,068	7.43%	+12,378	Mar 13, 2026	10% Owner, issuer-wide, not summed
4	LIBMAN BRIAN L Insider CIK 1356440 · May 15, 2026 Director, 10% Owner, issuer-wide, not summed	1,146,473	6.62%	+1,091,526	May 15, 2026	Director, 10% Owner, issuer-wide, not summed
5	Beach Point Capital Management LP 13F CIK 1453885 · Registered investment adviser · Sep 30, 2026	891,993	5.15%	-35,844	Sep 30, 2026
6	SAFRA EDMOND Insider CIK 1771845 · Mar 16, 2026 10% Owner, issuer-wide, not summed	881,588	5.09%	+124,999	Mar 16, 2026	10% Owner, issuer-wide, not summed
7	Blue Owl Capital Holdings LP 13G CIK 1858703 · Investment adviser · Dec 31, 2025 Rule 13d-1(b), qualified institution	827,409	4.78%	—	Dec 31, 2025	Rule 13d-1(b), qualified institution
8	ADAGE CAPITAL PARTNERS GP, L.L.C. 13G CIK 1165408 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(c), passive investor	334,288	1.93%	—	Dec 31, 2023	Rule 13d-1(c), passive investor
9	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	304,153	1.76%	+15,874	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	137,682	0.80%	+9,053	Jun 30, 2026	iShares Trust, not summed
9.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	44,482	0.26%	+3,707	Jun 30, 2026	iShares Trust, not summed
9.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	13,355	0.08%	+2,056	Jun 30, 2026	iShares Trust, not summed
9.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	7,691	0.04%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
9.5	iShares Russell Small/Mid-Cap Index Fund Fund S000050373 · Registered fund · Jul 31, 2026 BlackRock Funds, not summed	892	0.01%	0	Jul 31, 2026	BlackRock Funds, not summed
10	Fleming Graham Insider CIK 1853906 · Apr 1, 2026 Chief Executive Officer, issuer-wide, not summed	294,248	1.70%	+87,615	Apr 1, 2026	Chief Executive Officer, issuer-wide, not summed
11	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	281,039	1.62%	-43,783	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BRIGADE CAPITAL MANAGEMENT, LP 13F CIK 1421306 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	280,476	1.62%	+123,476	Jun 30, 2026	carried, not yet filed for the newest quarter
13	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	209,400	1.21%	-44,800	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	174,786	1.01%	+14,186	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Prahm Jeremy Insider CIK 1853905 · Oct 19, 2026 Chief Investment Officer, issuer-wide, not summed	150,246	0.87%	-5,610	Oct 19, 2026	Chief Investment Officer, issuer-wide, not summed
16	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	145,606	0.84%	+19,529	May 31, 2026	American Century ETF Trust, not summed
17	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,623	0.78%	+33,562	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	26,028	0.15%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
17.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	19,293	0.11%	+11,310	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	17,359	0.10%	+598	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	15,996	0.09%	+10,954	Jul 31, 2026	Dimensional ETF Trust, not summed
17.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	10,661	0.06%	+1,802	Jul 31, 2026	Dimensional ETF Trust, not summed
18	Sieffert Kristen N Insider CIK 1971552 · Oct 1, 2026 President, issuer-wide, not summed	124,012	0.72%	-750	Oct 1, 2026	President, issuer-wide, not summed
19	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	115,214	0.67%	+3,988	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Purpose Unlimited Inc. 13F CIK 2115120 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	110,021	0.64%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	102,320	0.59%	+9,320	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Corient IA LLC 13F CIK 2058426 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,500	0.53%	+84,000	Jun 30, 2026	carried, not yet filed for the newest quarter
23	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	89,168	0.52%	+18,489	Jun 30, 2026	carried, not yet filed for the newest quarter
24	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	73,284	0.42%	-192	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	1,900	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
24.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	63	0.00%	-87	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
25	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,300	0.41%	-44,144	Jun 30, 2026	carried, not yet filed for the newest quarter
26	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	66,892	0.39%	+66,892	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	66,100	0.38%	-18,749	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	63,594	0.37%	-218	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Prescott Group Capital Management, L.L.C. 13F CIK 1166152 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,206	0.32%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Engel Matthew A Insider CIK 1491166 · Apr 1, 2026 Chief Financial Officer, issuer-wide, not summed	50,948	0.29%	+17,512	Apr 1, 2026	Chief Financial Officer, issuer-wide, not summed
31	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	48,582	0.28%	+7,801	Jun 30, 2026	carried, not yet filed for the newest quarter
32	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,876	0.27%	+46,876	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	798	0.00%	—	Jun 30, 2026	AQR Funds, not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	42,195	0.24%	+20,857	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	6,010	0.03%	—	Jul 31, 2026	Goldman Sachs Trust, not summed
33.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,432	0.03%	+2,014	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
33.3	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,052	0.01%	—	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
34	Richmond Lauren Insider CIK 1942469 · Apr 1, 2026 Chief Legal Officer, issuer-wide, not summed	40,399	0.23%	+12,183	Apr 1, 2026	Chief Legal Officer, issuer-wide, not summed
35	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	36,924	0.21%	+9,416	Jun 30, 2026	carried, not yet filed for the newest quarter
36	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	32,629	0.19%	-1,403	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,323	0.01%	-65	Jun 30, 2026	Northern Funds, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	31,700	0.18%	-3,499	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	31,172	0.18%	-6,101	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Corio Norma Insider CIK 1819942 · May 15, 2026 Director, issuer-wide, not summed	31,150	0.18%	+4,570	May 15, 2026	Director, issuer-wide, not summed
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	30,452	0.18%	-13,108	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Pratcher Tyson Anwar Insider CIK 1852405 · May 15, 2026 Director, issuer-wide, not summed	26,850	0.16%	+4,570	May 15, 2026	Director, issuer-wide, not summed
42	West Lance Insider CIK 1511158 · May 15, 2026 Director, issuer-wide, not summed	26,850	0.16%	+4,570	May 15, 2026	Director, issuer-wide, not summed
43	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	26,596	0.15%	-1,178	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	26,361	0.15%	+345	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	22,930	0.13%	-2,158	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	Lord Robert Insider CIK 1298008 · May 13, 2025 Director, issuer-wide, not summed	22,280	0.13%	+9,999	May 13, 2025	Director, issuer-wide, not summed
47	Thornock Tai A. Insider CIK 1853911 · Apr 1, 2026 Chief Accounting Officer, issuer-wide, not summed	21,957	0.13%	+11,307	Apr 1, 2026	Chief Accounting Officer, issuer-wide, not summed
48	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	20,054	0.12%	+20,054	Jun 30, 2026	carried, not yet filed for the newest quarter
49	STATE OF WISCONSIN INVESTMENT BOARD 13F CIK 854157 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	18,259	0.11%	-7,791	Jun 30, 2026	carried, not yet filed for the newest quarter
50	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	17,521	0.10%	+17,521	Jun 30, 2026	carried, not yet filed for the newest quarter

14 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 159 holders

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Key facts CIK 1828937 CUSIP 31738L206 13F (30d) 8 filings 8 filers Visit website Investor relations