Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
4 tracked 13F filers disclose a position in FIFAX as of the latest SEC 13F filings, a combined $7.9M 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 | Kelleher Financial Advisors | 197K | $5.4M | ▲+101% Added · +99K sh | Q2 2026 | |
| 2 | McIlrath & Eck, LLC | 94K | $2.5M | ▲New +94K sh | Q1 2026 | |
| 3 | Vermillion Wealth Management, Inc. | 2K | $45K | ▲Added Added · +2K sh | Q2 2026 | |
| 4 | Coston, McIsaac & Partners | 494 | $13K | ▲+0.6% Added · +3 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, 1 fund opened a new position in FIFAX and 1 added to an existing one, 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 |
|---|---|---|
| Vanguard Growth ETFVUG | 2 funds | $72.1M |
| Dimensional Short DurationDFSD | 2 funds | $69.5M |
| Vanguard Value ETFVTV | 2 funds | $59.9M |
| Dimensional International CoDFAI | 2 funds | $54.3M |
| Microsoft CorpMSFT | 2 funds | $49.6M |
| Fidelity High Dividend ETFFDVV | 2 funds | $40.7M |
| Vanguard Large-Cap ETFVV | 2 funds | $39.4M |
| International Core Equity 2DFIEX | 2 funds | $31.5M |
| Apple IncAAPL | 2 funds | $29.5M |
| Vanguard Dividend Apprec ETFVIG | 2 funds | $26.5M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $25.8M |
| Schwab Intl Equity ETFSCHF | 2 funds | $25.2M |
Ranked by how many of FIFAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FIFAX.
| Class | 13F holders | Value held |
|---|---|---|
| AMECXMixed Assets, World Allocation | 5 funds | $3.0M |
| AMEFXOPEN END TAXABLE LOAD FUND | 4 funds | $13.6M |
| FIFAXthis pageOPEN END TAXABLE NO LOAD FUND | 4 funds | $7.9M |
| 453320509OPEN END - LOAD FUND 529 | 1 funds | $280K |
| RIDAXMutual Fund | 1 funds | $139K |
| 453320749OPEN END - NO LOAD FUND 529 | 1 funds | $104K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FIFAX
This ETF 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/FIFAX/capital-change-brief"
Use Arkolith's capital_change_brief for FIFAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FIFAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.