71 tracked 13F filers disclose a position in FINX as of the latest SEC 13F filings, a combined $57.7M 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 | BANK OF AMERICA CORP /DE/ | $9.4M | 409K | ▼−42% Reduced · −295K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $9.3M | 402K | ▲+51% Added · +135K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $7.6M | 330K | ▲+196% Added · +219K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $3.8M | 165K | ▼−45% Reduced · −133K sh | Q1 2026 | |
| 5 | Blue Sky Capital Consultants Group, Inc. | $3.7M | 152K | ▲+16% Added · +21K sh | Q2 2026 | |
| 6 | UBS Group AG | $3.1M | 134K | ▼−5.2% Reduced · −7K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $2.3M | 99K | ▲+12% Added · +11K sh | Q1 2026 | |
| 8 | Stamos Capital Partners, L.P. | $2.3M | 93K | ▲+5.0% Added · +4K sh | Q2 2026 | |
| 9 | Moran Wealth Management, LLC | $1.9M | 78K | ▼−14% Reduced · −12K sh | Q2 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 74K | ▲+121% Added · +41K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $1.4M | 60K | ▼−63% Reduced · −102K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | $1.3M | 58K | ▲+94% Added · +28K sh | Q1 2026 | |
| 13 | GTS SECURITIES LLC | $910K | 39K | ▲New +39K sh | Q1 2026 | |
| 14 | Phoenix Wealth Advisors | $845K | 34K | ▲+0.1% Added · +50 sh | Q2 2026 | |
| 15 | CITIGROUP INC | $754K | 33K | ▼−5.7% Reduced · −2K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $633K | 28K | ▲+18% Added · +4K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $629K | 27K | ▼−17% Reduced · −6K sh | Q1 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $601K | 26K | ▲New +26K sh | Q1 2026 | |
| 19 | Cox Capital Mgt LLC | $580K | 23K | ▲New +23K sh | Q2 2026 | |
| 20 | JANE STREET GROUP, LLC | $526K | 23K | ▲+114% Added · +12K sh | Q1 2026 | |
| 21 | Wealthfront Advisers LLC | $490K | 20K | ▲+12% Added · +2K sh | Q2 2026 | |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | $422K | 18K | ▼−7.7% Reduced · −2K sh | Q1 2026 | |
| 23 | IHT Wealth Management, LLC | $424K | 17K | ▼−26% Reduced · −6K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $324K | 14K | ▼−84% Reduced · −71K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $335K | 14K | ▼−50% Reduced · −13K 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, 5 funds opened a new position in FINX and 6 added to an existing one, while 9 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 |
|---|---|---|
| NVIDIA CORPNVDA | 31 funds | $8.9B |
| APPLE INCAAPL | 31 funds | $8.8B |
| MICROSOFT CORPMSFT | 31 funds | $6.1B |
| AMAZON.COM INCAMZN | 31 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 31 funds | $4.2B |
| BROADCOM INCAVGO | 30 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 30 funds | $2.1B |
| ELI LILLY & COLLY | 30 funds | $2.1B |
| TESLA INCTSLA | 30 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $1.2B |
Ranked by how many of FINX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PAVEmc | 711 funds | $8.1B |
| AIQmc | 586 funds | $4.2B |
| URAmc | 451 funds | $2.2B |
| COPXmc | 397 funds | $2.5B |
| BOTZmc | 385 funds | $1.1B |
| QYLDmc | 380 funds | $1.7B |
| MLPXmc | 298 funds | $2.2B |
| SILmc | 286 funds | $1.3B |
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 FINX
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/FINX/capital-change-brief"
Use Arkolith's capital_change_brief for FINX. 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 FINX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.