Among active 13F managers last quarter, 10 opened and 16 added, while 13 reduced; the largest holder to move was Evergreen Capital Management LLC (+3.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
96 tracked 13F filers disclose a position in FAX as of the latest SEC 13F filings, a combined $103.4M 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 | Morgan Stanley | 1.1M | $15.4M | ▲+46% Added · +337K sh | Q1 2026 | |
| 2 | Evergreen Capital Management LLC | 947K | $13.9M | ▲+3.3% Added · +30K sh | Q2 2026 | |
| 3 | Royal Bank Of Canada | 701K | $10.1M | ▲+8.0% Added · +52K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 567K | $8.2M | ▲+4.9% Added · +26K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | 513K | $7.5M | ▼−5.7% Reduced · −31K sh | Q2 2026 | |
| 6 | Guggenheim Capital LLC | 313K | $4.5M | ▲+37% Added · +85K sh | Q1 2026 | |
| 7 | Rareview Capital LLC | 263K | $4.2M | ▲+9.7% Added · +23K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | 242K | $3.5M | ▲+3.7% Added · +9K sh | Q1 2026 | |
| 9 | Stratos Wealth Advisors, LLC | 216K | $3.2M | ▲+1.9% Added · +4K sh | Q2 2026 | |
| 10 | Franklin Templeton Inc | 168K | $2.4M | ▲+3.5% Added · +6K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 161K | $2.3M | ▲+12% Added · +18K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 144K | $2.1M | ▼−3.4% Reduced · −5K sh | Q1 2026 | |
| 13 | LPL Financial LLC | 144K | $2.1M | ▲+0.1% Added · +189 sh | Q1 2026 | |
| 14 | Easterly Investment Partners LLC | 134K | $2.0M | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 15 | Corient Private Wealth LP | 98K | $1.4M | ▲+738% Added · +87K sh | Q1 2026 | |
| 16 | Stifel Financial Corp | 93K | $1.3M | ▲+11% Added · +9K sh | Q1 2026 | |
| 17 | NWF Advisory Services Inc. | 89K | $1.3M | ▼−8.2% Reduced · −8K sh | Q2 2026 | |
| 18 | Schwarz Dygos Wheeler Investment Advisors LLC | 82K | $1.2M | ▲+19% Added · +13K sh | Q2 2026 | |
| 19 | Bank Of America Corp | 62K | $899K | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | 60K | $863K | ▲+39% Added · +17K sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 58K | $838K | ▼−32% Reduced · −28K sh | Q1 2026 | |
| 22 | US Bancorp | 54K | $773K | —Held | Q1 2026 | |
| 23 | Lido Advisors, LLC | 53K | $777K | —Held | Q2 2026 | |
| 24 | Commonwealth Equity Services, LLC | 40K | $582K | ▲+1.4% Added · +571 sh | Q1 2026 | |
| 25 | Shrier Wealth Management, LLC | 39K | $571K | ▼−2.3% Reduced · −899 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, 10 funds opened a new position in FAX and 16 added to an existing one, while 13 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 47 funds | $28.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 44 funds | $3.8B |
| Nvidia CorpNVDA | 43 funds | $40.5B |
| Apple IncAAPL | 43 funds | $35.0B |
| Meta Platforms Inc-Class AMETA | 43 funds | $12.3B |
| JPMorgan Chase & CoJPM | 43 funds | $11.3B |
| Cisco Systems IncCSCO | 43 funds | $7.0B |
| Amazon.com IncAMZN | 42 funds | $21.8B |
| Broadcom IncAVGO | 42 funds | $16.1B |
| Chevron CorpCVX | 42 funds | $8.8B |
| Alphabet Inc-CL CGOOG | 42 funds | $8.2B |
| Visa Inc-Class A SharesV | 42 funds | $6.1B |
Ranked by how many of FAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FAX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 15, 2025 | Ajmera Radhika | Director | Buy (P) | 534 | $8K |
| Sep 26, 2025 | Malone Peter Gerald | Director | Buy (P) | 600 | $10K |
| Jun 30, 2025 | Sell Moritz A | Director | Buy (P) | 500 | $8K |
| Jan 9, 2025 | MetLife Investment Management, LLC | 10% Owner | Buy (P) | 1.0M | — |
| Aug 22, 2024 | Porter Rahn K | Director | Buy (P) | 7K | $19K |
| Jul 14, 2022 | Sell Moritz A | Director | Sell (S) | 3K | $7K |
| Nov 16, 2021 | Ajmera Radhika | Director | Buy (P) | 1K | $4K |
| Oct 18, 2021 | Bird Stephen | Director | Buy (P) | 1K | $4K |
| Jun 19, 2019 | Massachusetts Mutual Life Insurance Co | 10% Owner | Buy (P) | 18.0M | $0 |
| Apr 30, 2019 | Lukaszewski Paul | Vice President | Buy (P) | 8K | $32K |
| Apr 22, 2019 | Sell Moritz A | Director | Buy (P) | 2K | $9K |
| Oct 24, 2018 | Sacks Peter D | Director | Sell (S) 2 lots, same day | 7K | $26K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 35 | 26 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 |
|---|---|---|
| FAXthis pagecommon | 96 funds | $103.4M |
| 003009107COM | 1 funds | $7K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for FAX
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/FAX/capital-change-brief"
Use Arkolith's capital_change_brief for FAX. 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 FAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.