As of the latest SEC filings, Finance of America Companies Inc. (FOA) is held by 112 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $4,219,720.00 in market value, representing a significant portion of its portfolio.
Funds holding Finance of America Companies Inc. (FOA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FOA
- CIK:
- 0001828937
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,219,720.00 | 254,200 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.01% | $2,439,589.95 | 126,077 | Feb 28, 2026 | Apr 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,135,241.40 | 128,629 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,059,279.20 | 63,812 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $853,733.25 | 43,227 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $676,865.00 | 40,775 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $514,053.00 | 26,028 | Apr 30, 2026 | Jun 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $485,452.80 | 25,088 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $377,421.75 | 19,505 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $331,029.75 | 16,761 | Apr 30, 2026 | Jun 24, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.13% | $285,686.00 | 17,210 | Mar 31, 2026 | May 28, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.17% | $213,210.40 | 12,844 | Mar 31, 2026 | May 21, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $210,702.15 | 10,889 | Feb 28, 2026 | Apr 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $193,510.50 | 9,798 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $187,563.40 | 11,299 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $174,965.25 | 8,859 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $157,664.25 | 7,983 | Apr 30, 2026 | Jun 24, 2026 |
|
AVUVX
Avantis U.S. Small Cap Value Fund
|
MF | American Century | 0.01% | $157,334.85 | 8,131 | Feb 28, 2026 | Apr 29, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.01% | $155,864.25 | 8,055 | Feb 28, 2026 | Apr 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $155,235.00 | 7,860 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $146,421.45 | 7,567 | Feb 28, 2026 | Apr 24, 2026 |
|
PKW
Invesco BuyBack AchieversTM ETF
|
ETF | Invesco | 0.01% | $133,984.00 | 6,784 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $127,670.60 | 7,691 | Mar 31, 2026 | May 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $125,471.75 | 6,353 | Apr 30, 2026 | Jun 24, 2026 |
|
EES
WisdomTree U.S. SmallCap Fund
|
ETF | WisdomTree | 0.02% | $114,473.60 | 6,896 | Mar 31, 2026 | Jun 1, 2026 |
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