Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
3 tracked 13F filers disclose a position in FINFX as of the latest SEC 13F filings, a combined $2.9M 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 | Staley Capital Advisers Inc | 15K | $1.5M | —Held | Q2 2026 | |
| 2 | NBT Bank, N.A. | 13K | $1.4M | ▲New +13K sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 143 | $13K | ▲New +143 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, 1 fund opened a new position in FINFX, 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 |
|---|---|---|
| Alphabet Inc-CL CGOOG | 2 funds | $208.2M |
| Ishares Russell 1000 GrowthIWF | 2 funds | $203.8M |
| Microsoft CorpMSFT | 2 funds | $196.6M |
| JPMorgan Chase & CoJPM | 2 funds | $136.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 2 funds | $107.5M |
| Qualcomm IncQCOM | 2 funds | $104.4M |
| Amazon.com IncAMZN | 2 funds | $86.3M |
| Vanguard Value ETFVTV | 2 funds | $86.2M |
| JM Smucker CoSJM | 2 funds | $84.7M |
| Boeing CoBA | 2 funds | $74.0M |
| Vanguard Growth ETFVUG | 2 funds | $73.8M |
| Johnson & JohnsonJNJ | 2 funds | $70.3M |
Ranked by how many of FINFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FINFX.
| Class | 13F holders | Value held |
|---|---|---|
| ANCFXMPL | 4 funds | $4.1M |
| FINFXthis pageSHS | 3 funds | $2.9M |
| FUNFXOPEN END TAXABLE NO LOAD FUND | 2 funds | $376K |
| 360802748OPEN END - NO LOAD FUND 529 | 1 funds | $150K |
| 360802409NTF EQUITY FUNDS | 1 funds | $47K |
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 FINFX
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/FINFX/capital-change-brief"
Use Arkolith's capital_change_brief for FINFX. 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 FINFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.