Among active 13F managers last quarter, 10 opened and 26 added, while 10 reduced; the largest holder to move was Adage Capital Partners GP, L.L.C. (−2.4%). Over the last 180 days, 1 insider bought and none sold, a net +$25K in open-market trades.
Funds lean in and no leg opposes.
142 tracked 13F filers disclose a position in FISI as of the latest SEC 13F filings, a combined $447.1M 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 | BlackRock, Inc. | 1.7M | $65.0M | ▲+13% Added · +189K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 958K | $30.4M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 3 | Adage Capital Partners GP, L.L.C. | 948K | $30.1M | ▼−2.4% Reduced · −24K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 841K | $32.8M | ▲+0.7% Added · +6K sh | Q2 2026 | |
| 5 | State Street Corp | 592K | $23.3M | ▲+2.3% Added · +13K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 587K | $22.9M | ▲+3.2% Added · +18K sh | Q2 2026 | |
| 7 | Ategra Capital Management, LLC | 564K | $22.0M | —Held | Q2 2026 | |
| 8 | Raymond James Financial Inc | 349K | $11.1M | ▲New +349K sh | Q1 2026 | |
| 9 | Two Sigma Investments, LP | 275K | $8.7M | ▲+68% Added · +111K sh | Q1 2026 | |
| 10 | Vanguard Portfolio Management LLC | 263K | $10.3M | ▲+24% Added · +50K sh | Q2 2026 | |
| 11 | Morgan Stanley | 261K | $8.3M | ▼−23% Reduced · −77K sh | Q1 2026 | |
| 12 | AllianceBernstein L.P. | 253K | $7.9M | ▲+5.5% Added · +13K sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 245K | $7.8M | ▲+14% Added · +31K sh | Q1 2026 | |
| 14 | JPMorgan Chase & Co | 243K | $7.5M | ▼−16% Reduced · −45K sh | Q1 2026 | |
| 15 | Hillsdale Investment Management Inc. | 233K | $7.4M | ▲New +233K sh | Q1 2026 | |
| 16 | ProShare Advisors LLC | 204K | $6.5M | ▲+4.5% Added · +9K sh | Q1 2026 | |
| 17 | UBS Group AG | 203K | $6.4M | ▲+678% Added · +177K sh | Q1 2026 | |
| 18 | Renaissance Technologies LLC | 203K | $6.4M | ▼−25% Reduced · −68K sh | Q1 2026 | |
| 19 | Hotchkis & Wiley Capital Management LLC | 200K | $7.8M | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 20 | Bridgeway Capital Management, LLC | 179K | $7.0M | ▲+4.6% Added · +8K sh | Q2 2026 | |
| 21 | Northern Trust Corp | 166K | $5.2M | ▲+3.3% Added · +5K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 160K | $5.1M | ▼−5.1% Reduced · −9K sh | Q1 2026 | |
| 23 | AQR Capital Management LLC | 158K | $5.0M | ▲+67% Added · +63K sh | Q1 2026 | |
| 24 | Canandaigua National Bank & Trust Co | 154K | $6.0M | ▼−0.6% Reduced · −940 sh | Q2 2026 | |
| 25 | Palisades Investment Partners, LLC | 151K | $5.9M | ▲+3.0% Added · +4K 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, 10 funds opened a new position in FISI and 26 added to an existing one, while 10 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 |
|---|---|---|
| Microsoft CorpMSFT | 71 funds | $145.0B |
| JPMorgan Chase & CoJPM | 71 funds | $37.3B |
| Alphabet Inc-CL AGOOGL | 70 funds | $103.9B |
| Visa Inc-Class A SharesV | 70 funds | $36.8B |
| Nvidia CorpNVDA | 69 funds | $238.6B |
| Apple IncAAPL | 69 funds | $172.9B |
| Eli Lilly & CoLLY | 69 funds | $51.3B |
| Bristol-Myers Squibb CoBMY | 69 funds | $9.7B |
| Amazon.com IncAMZN | 68 funds | $113.3B |
| Bank Of America CorpBAC | 68 funds | $21.1B |
| Alphabet Inc-CL CGOOG | 67 funds | $77.8B |
| Mastercard Inc - AMA | 67 funds | $32.3B |
Ranked by how many of FISI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FISI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Zupan Mark | Director | Buy (P) | 608 | $25K |
| Mar 12, 2026 | Plants William Jack II | Chief Financial Officer | Buy (P) | 660 | $20K |
| Dec 13, 2024 | Glaser Robert M | Director | Buy (P) | 4K | $100K |
| Dec 13, 2024 | Boswell Donald | Director | Buy (P) | 800 | $20K |
| Dec 13, 2024 | Dorn Andrew W Jr | Director | Buy (P) | 2K | $50K |
| Dec 13, 2024 | Gullo Samuel M | Director | Buy (P) | 4K | $100K |
| Dec 13, 2024 | Holliday Susan R | Director | Buy (P) | 2K | $50K |
| Dec 13, 2024 | Birmingham Martin Kearney | President & CEO | Buy (P) | 4K | $100K |
| Dec 13, 2024 | Zupan Mark | Director | Buy (P) | 2K | $50K |
| Dec 13, 2024 | Collins Laurie R | Chief Human Resources Officer | Buy (P) | 2K | $50K |
| Dec 13, 2024 | Quinn Kevin B | Chief Comm Banking Officer | Buy (P) | 400 | $10K |
| Dec 13, 2024 | Burruano Samuel J Jr | Chief Legal Officer | Buy (P) | 2K | $50K |
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 | 49 | 25 | – |
Insiders Form 4 open-market | 1 | 0 | +$25K |
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 FISI
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/FISI/capital-change-brief"
Use Arkolith's capital_change_brief for FISI. 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 FISI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.