79 tracked 13F filers disclose a position in FAX as of the latest SEC 13F filings, a combined $100.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $15.4M | 1.1M | ▲+46% Added · +337K sh | Q1 2026 | |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $13.9M | 947K | ▲+3.3% Added · +30K sh | Q2 2026 | |
| 3 | ROYAL BANK OF CANADA | $10.1M | 701K | ▲+8.0% Added · +52K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $8.2M | 567K | ▲+4.9% Added · +26K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | $7.8M | 544K | ▼−3.6% Reduced · −20K sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $4.5M | 313K | ▲+37% Added · +85K sh | Q1 2026 | |
| 7 | Rareview Capital LLC | $4.2M | 263K | ▲+9.7% Added · +23K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $3.5M | 242K | ▲+3.7% Added · +9K sh | Q1 2026 | |
| 9 | Stratos Wealth Advisors, LLC | $3.1M | 212K | ▲+7.0% Added · +14K sh | Q1 2026 | |
| 10 | FRANKLIN RESOURCES INC | $2.4M | 168K | ▲+3.5% Added · +6K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $2.3M | 161K | ▲+12% Added · +18K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $2.1M | 144K | ▼−3.4% Reduced · −5K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $2.1M | 144K | ▲+0.1% Added · +189 sh | Q1 2026 | |
| 14 | EASTERLY INVESTMENT PARTNERS LLC | $2.0M | 134K | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 15 | Corient Private Wealth LLC | $1.4M | 98K | ▲+738% Added · +87K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $1.3M | 93K | ▲+11% Added · +9K sh | Q1 2026 | |
| 17 | NWF Advisory Services Inc. | $1.3M | 89K | ▼−8.2% Reduced · −8K sh | Q2 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $899K | 62K | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $863K | 60K | ▲+39% Added · +17K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $838K | 58K | ▼−32% Reduced · −28K sh | Q1 2026 | |
| 21 | US BANCORP \DE\ | $773K | 54K | —Held | Q1 2026 | |
| 22 | Lido Advisors, LLC | $762K | 53K | —Held | Q1 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $682K | 47K | ▼−37% Reduced · −28K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $582K | 40K | ▲+1.4% Added · +571 sh | Q1 2026 | |
| 25 | SHRIER WEALTH MANAGEMENT, LLC | $571K | 39K | ▼−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, 7 funds opened a new position in FAX and 11 added to an existing one, while 12 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 32 funds | $28.6B |
| APPLE INCAAPL | 30 funds | $34.2B |
| BROADCOM INCAVGO | 30 funds | $15.9B |
| JPMORGAN CHASE & COJPM | 30 funds | $11.1B |
| ELI LILLY & COLLY | 30 funds | $9.8B |
| CISCO SYSTEMS INCCSCO | 30 funds | $6.9B |
| NVIDIA CORPNVDA | 29 funds | $39.9B |
| AMAZON.COM INCAMZN | 29 funds | $21.5B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $12.1B |
| CHEVRON CORPCVX | 29 funds | $8.7B |
| ALPHABET INC-CL CGOOG | 29 funds | $7.9B |
| VISA INC-CLASS A SHARESV | 29 funds | $6.0B |
Ranked by how many of FAX's institutional holders also hold each name, a cross-fund conviction signal.
| 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 | $1.0T |
| 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 |
| Class | 13F holders | Value held |
|---|---|---|
| FAXthis pagecommon | 79 funds | $100.4M |
| 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.