4 tracked 13F filers disclose a position in FINSX as of the latest SEC 13F filings, a combined $3.0M 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 | Sequent Asset Management, LLC | $2.2M | 40K | ▲+2.5% Added · +985 sh | Q2 2026 | |
| 2 | MOODY LYNN LIEBERSON & WALKER, LLC | $443K | 8K | —Held | Q2 2026 | |
| 3 | Vermillion Wealth Management, Inc. | $206K | 4K | ▲Added Added · +4K sh | Q2 2026 | |
| 4 | Westside Investment Management, Inc. | $97K | 2K | ▲+37% Added · +480 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, 0 funds opened a new position in FINSX and 2 added to an existing one, while 0 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 | 3 funds | $80.9M |
| AMAZON.COM INCAMZN | 3 funds | $79.1M |
| JPMORGAN CHASE & COJPM | 3 funds | $67.0M |
| FIDELITY 500 INDEX FUNDFXAIX | 3 funds | $55.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $52.0M |
| ABBVIE INCABBV | 3 funds | $46.9M |
| SS TECHNOLOGY SELECT SECTORXLK | 3 funds | $35.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $32.4M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 3 funds | $29.3M |
| ABBOTT LABORATORIESABT | 3 funds | $23.3M |
| CHEVRON CORPCVX | 3 funds | $20.9M |
| EXXON MOBIL CORPXOM | 3 funds | $16.9M |
Ranked by how many of FINSX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| FCNTXOPEN END TAXABLE NO LOAD FUND | 12 funds | $54.6M |
| FINSXthis pageMF | 4 funds | $3.0M |
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 FINSX
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/FINSX/capital-change-brief"
Use Arkolith's capital_change_brief for FINSX. 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 FINSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.