Among active 13F managers last quarter, 4 opened and 28 added, while 9 reduced; the largest holder to move was Franklin Templeton Inc (+8.9%). Over the last 180 days, 5 insiders sold and 1 insider bought, a net -$2.6M in open-market trades.
The legs disagree, or only one of them leans.
237 tracked 13F filers disclose a position in FCF as of the latest SEC 13F filings, a combined $1.4B 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 | BlackRock, Inc. | 14.7M | $258.9M | ▼−1.0% Reduced · −148K sh | Q1 2026 | |
| 2 | Dimensional Fund Advisors LP | 6.4M | $111.8M | ▼−0.1% Reduced · −7K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 6.2M | $109.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | State Street Corp | 5.3M | $106.9M | ▲+7.0% Added · +342K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 4.4M | $77.6M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | Franklin Templeton Inc | 4.2M | $74.6M | ▲+8.9% Added · +346K sh | Q1 2026 | |
| 7 | Fuller & Thaler Asset Management, Inc. | 3.4M | $68.5M | ▲+24% Added · +650K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 2.6M | $53.4M | ▲+4.7% Added · +118K sh | Q2 2026 | |
| 9 | Mariner, LLC | 2.0M | $36.0M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 10 | American Century Companies Inc | 1.7M | $29.8M | ▼−1.4% Reduced · −24K sh | Q1 2026 | |
| 11 | Charles Schwab Investment Management Inc | 1.3M | $23.5M | ▼−69% Reduced · −3.0M sh | Q1 2026 | |
| 12 | Morgan Stanley | 1.2M | $21.5M | ▼−8.4% Reduced · −112K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 1.2M | $21.0M | ▲+2.5% Added · +29K sh | Q1 2026 | |
| 14 | First Commonwealth Financial Corp | 1.2M | $23.5M | ▲+16% Added · +160K sh | Q2 2026 | |
| 15 | Waldron Private Wealth LLC | 1.1M | $23.2M | ▼−1.0% Reduced · −11K sh | Q2 2026 | |
| 16 | Two Sigma Investments, LP | 1.1M | $19.0M | ▲+118% Added · +586K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | 1.1M | $19.0M | ▼−3.7% Reduced · −42K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | 918K | $16.1M | ▲+196% Added · +608K sh | Q1 2026 | |
| 19 | Citadel Advisors LLC | 866K | $17.6M | ▲+37% Added · +232K sh | Q2 2026 | |
| 20 | Bartlett & Co. Wealth Management LLC | 778K | $15.8M | —Held | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 731K | $12.8M | ▲+46% Added · +228K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 656K | $11.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 23 | JPMorgan Chase & Co | 634K | $11.0M | ▼−5.7% Reduced · −38K sh | Q1 2026 | |
| 24 | UBS Group AG | 628K | $11.0M | ▲+199% Added · +418K sh | Q1 2026 | |
| 25 | FMR LLC | 587K | $10.3M | ▲+22% Added · +108K sh | Q1 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, 4 funds opened a new position in FCF and 28 added to an existing one, while 9 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 |
|---|---|---|
| Nvidia CorpNVDA | 116 funds | $303.2B |
| Microsoft CorpMSFT | 113 funds | $210.7B |
| Amazon.com IncAMZN | 113 funds | $153.6B |
| Meta Platforms Inc-Class AMETA | 113 funds | $86.2B |
| Eli Lilly & CoLLY | 112 funds | $61.9B |
| Visa Inc-Class A SharesV | 111 funds | $45.9B |
| Apple IncAAPL | 110 funds | $229.4B |
| Alphabet Inc-CL AGOOGL | 109 funds | $121.0B |
| Costco Wholesale CorpCOST | 109 funds | $29.0B |
| Unitedhealth Group IncUNH | 109 funds | $22.7B |
| Alphabet Inc-CL CGOOG | 108 funds | $101.4B |
| JPMorgan Chase & CoJPM | 108 funds | $45.3B |
Ranked by how many of FCF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FCF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 4, 2026 | Reske James R | EVP/Chief Financial Officer | Sell (S) 17 lots, same day | 2K | $44K |
| Aug 10, 2026 | Lyon Lee E II | EVP / Chief Audit Executive | Sell (S) 6 lots, same day | 25K | $537K |
| Aug 6, 2026 | Grebenc Jane | Director | Sell (S) 5 lots, same day | 15K | $325K |
| Aug 5, 2026 | Reske James R | EVP/Chief Financial Officer | Sell (S) 12 lots, same day | 2K | $45K |
| Jul 6, 2026 | Reske James R | EVP/Chief Financial Officer | Sell (S) 10 lots, same day | 1K | $29K |
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 | 51 | 34 | – |
Insiders Form 4 open-market | 1 | 5 | -$2.6M |
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.
Connected entities for FCF
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/FCF/capital-change-brief"
Use Arkolith's capital_change_brief for FCF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for FCF. Filings are public domain, sourced to SEC EDGAR.