Among active 13F managers last quarter, 5 opened and none reduced or exited; the largest holder to move was Alyeska Investment Group, L.P. (new position). Over the last 180 days, 1 insider bought and none sold, a net +$15.2M in open-market trades.
Funds lean in and no leg opposes.
7 tracked 13F filers disclose a position in FAC as of the latest SEC 13F filings, a combined $94.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Alyeska Investment Group, L.P. | 7.2M | $84.9M | ▲New +7.2M sh | Q2 2026 | |
| 2 | Transcend Capital Advisors, LLC | 713K | $7.9M | ▲New +713K sh | Q2 2026 | |
| 3 | Atom Investors LP | 60K | $665K | ▲New +60K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 49K | $542K | ▲New +49K sh | Q2 2026 | |
| 5 | Cassaday & Co Wealth Management LLC | 3K | $38K | ▲New +3K sh | Q2 2026 | |
| 6 | IFP Advisors, Inc | 100 | $1K | ▲New +100 sh | Q2 2026 | |
| 7 | Caitong International Asset Management Co., Ltd | 10 | $111 | ▲New +10 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in FAC, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Salesforce IncCRM | 5 funds | $738.6M |
| Amazon.com IncAMZN | 5 funds | $533.5M |
| Amphenol Corp-CL AAPH | 5 funds | $418.6M |
| Nvidia CorpNVDA | 5 funds | $408.0M |
| Analog Devices IncADI | 5 funds | $363.1M |
| Seagate Technology HoldingsSTX | 5 funds | $300.8M |
| O'reilly Automotive IncORLY | 5 funds | $258.0M |
| Uber Technologies IncUBER | 5 funds | $195.2M |
| Zoom Communications IncZM | 5 funds | $176.1M |
| Altria Group IncMO | 5 funds | $159.5M |
| Williams Cos IncWMB | 5 funds | $152.3M |
| Ross Stores IncROST | 5 funds | $151.4M |
Ranked by how many of FAC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FAC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 6K | $63K |
| Apr 16, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 100K | $1.0M |
| Apr 15, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 100K | $1.0M |
| Apr 8, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 100K | $1.0M |
| Apr 7, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 100K | $1.0M |
| Apr 6, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 100K | $1.0M |
| Apr 1, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 671K | $6.9M |
| Mar 31, 2026 | CGC III Sponsor LLC | 10% Owner | Buy (P) | 300K | $3.1M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 0 | – |
Insiders Form 4 open-market | 1 | 0 | +$15.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| FACWWWT | 28 funds | $9.8M |
| FACthis pagecs | 7 funds | $94.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for FAC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FAC/capital-change-brief"
Use Arkolith's capital_change_brief for FAC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.