Among active 13F managers last quarter, 3 opened and 6 added, while 8 reduced; the largest holder to move was AllianceBernstein L.P. (+4.2%). No open-market insider trades in the last 180 days.
No leg leans either way.
63 tracked 13F filers disclose a position in FINW as of the latest SEC 13F filings, a combined $61.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 800K | $14.3M | ▲+4.2% Added · +32K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 521K | $7.5M | ▲+14% Added · +64K sh | Q2 2026 | |
| 3 | Wasatch Advisors LP | 502K | $7.3M | ▼−17% Reduced · −100K sh | Q2 2026 | |
| 4 | US Bancorp | 469K | $7.4M | ▲+6.8% Added · +30K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 392K | $5.7M | ▲+0.2% Added · +723 sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 229K | $3.3M | ▲+14% Added · +29K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 113K | $1.8M | ▲+2.6% Added · +3K sh | Q1 2026 | |
| 8 | State Street Corp | 87K | $1.3M | ▼−1.1% Reduced · −944 sh | Q2 2026 | |
| 9 | Bridgeway Capital Management, LLC | 76K | $1.1M | ▼−9.7% Reduced · −8K sh | Q2 2026 | |
| 10 | Northern Trust Corp | 68K | $1.1M | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 11 | Vanguard Portfolio Management LLC | 65K | $946K | ▲+20% Added · +11K sh | Q2 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 64K | $927K | ▲+8.2% Added · +5K sh | Q2 2026 | |
| 13 | Emerald Mutual Fund Advisers Trust | 54K | $788K | —Held | Q2 2026 | |
| 14 | Militia Capital Partners, LP | 50K | $897K | —Held | Q4 2025 | |
| 15 | Smith, Moore & Co. | 38K | $551K | —Held | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 37K | $591K | ▼−8.2% Reduced · −3K sh | Q1 2026 | |
| 17 | Militia Capital Management LLC | 36K | $516K | ▲+13% Added · +4K sh | Q2 2026 | |
| 18 | Renaissance Technologies LLC | 28K | $444K | ▲+17% Added · +4K sh | Q1 2026 | |
| 19 | Tempus Wealth Planning, LLC | 28K | $406K | —Held | Q2 2026 | |
| 20 | Arcus Capital Partners, LLC | 25K | $365K | ▲+92% Added · +12K sh | Q2 2026 | |
| 21 | Scoggin Management LP | 25K | $363K | ▲New +25K sh | Q2 2026 | |
| 22 | Charles Schwab Investment Management Inc | 25K | $391K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 23 | EP Wealth Advisors, LLC | 24K | $345K | ▲~0% Added · +7 sh | Q2 2026 | |
| 24 | Empowered Funds, LLC | 24K | $373K | ▼−18% Reduced · −5K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | 19K | $306K | ▼−5.6% Reduced · −1K 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, 3 funds opened a new position in FINW and 6 added to an existing one, while 8 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 |
|---|---|---|
| Alphabet Inc-CL CGOOG | 23 funds | $24.4B |
| Nvidia CorpNVDA | 22 funds | $52.8B |
| Amazon.com IncAMZN | 22 funds | $27.9B |
| Broadcom IncAVGO | 22 funds | $23.4B |
| Visa Inc-Class A SharesV | 22 funds | $9.7B |
| Mastercard Inc - AMA | 22 funds | $6.7B |
| Medpace Holdings IncMEDP | 22 funds | $707.1M |
| Apple IncAAPL | 21 funds | $39.9B |
| Microsoft CorpMSFT | 21 funds | $37.4B |
| Meta Platforms Inc-Class AMETA | 21 funds | $16.9B |
| Alphabet Inc-CL AGOOGL | 21 funds | $16.0B |
| Eli Lilly & CoLLY | 21 funds | $11.4B |
Ranked by how many of FINW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FINW.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 3, 2025 | Keil Robert | Insider | Sell (S) | 2K | $29K |
| Oct 31, 2025 | Reynolds Howard I | Director | Buy (P) | 2K | $44K |
| Sep 5, 2025 | Giordano James N | Director | Buy (P) | 3K | $48K |
| Mar 5, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy (P) | 840 | $8K |
| Feb 22, 2024 | Keil Robert | EVP Chief FinTech Officer | Buy (P) | 1K | $10K |
| Oct 30, 2023 | Jacobson Javvis O | CFO AND EXECUTIVE VP | Buy (P) | 100 | $845 |
| Aug 15, 2023 | Giordano James N | Director | Buy (P) | 3K | $31K |
| Dec 13, 2022 | Landvatter Kent | CHAIRMAN, PRESIDENT AND CEO, Director | Buy (P) | 1K | $9K |
| Oct 28, 2022 | Cannon Dawn M | COO AND EXECUTIVE VP | Buy (P) | 2K | $20K |
| Aug 1, 2022 | Jacobson Javvis O | CFO AND EXECUTIVE VP | Buy (P) | 100 | $957 |
| Jul 29, 2022 | Landvatter Kent | PRESIDENT AND CEO, Director | Buy (P) | 5K | $50K |
| Jul 29, 2022 | Jacobson Javvis O | CFO AND EXECUTIVE VP | Buy (P) | 1K | $15K |
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 | 22 | 21 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 FINW
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/FINW/capital-change-brief"
Use Arkolith's capital_change_brief for FINW. 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 FINW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.