Among active 13F managers last quarter, 1 opened and 1 reduced; the largest holder to move was First Merchants Corp (−6.1%).
3 tracked 13F filers disclose a position in FNWFX as of the latest SEC 13F filings, a combined $1.2M 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 | Kelleher Financial Advisors | 6K | $600K | ▲+100% Added · +3K sh | Q2 2026 | |
| 2 | First Merchants Corp | 5K | $573K | ▼−6.1% Reduced · −341 sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 116 | $11K | ▲New +116 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 FNWFX, while 1 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 |
|---|---|---|
| Vanguard 500 Index-AdmVFIAX | 2 funds | $147.9M |
| Microsoft CorpMSFT | 2 funds | $84.4M |
| Apple IncAAPL | 2 funds | $71.9M |
| Vanguard Mid Cap Index-AdmVIMAX | 2 funds | $68.9M |
| Vanguard Short-Term Bond ETFBSV | 2 funds | $68.2M |
| Alphabet Inc-CL AGOOGL | 2 funds | $66.9M |
| Eli Lilly & CoLLY | 2 funds | $61.3M |
| Broadcom IncAVGO | 2 funds | $50.7M |
| Lam Research CorpLRCX | 2 funds | $44.5M |
| Vanguard S&P 500 ETFVOO | 2 funds | $43.9M |
| Fidelity ContrafundFCNTX | 2 funds | $40.4M |
| Vanguard Equity Income-AdmVEIRX | 2 funds | $40.3M |
Ranked by how many of FNWFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FNWFX.
| Class | 13F holders | Value held |
|---|---|---|
| NFFFXOPEN END TAXABLE LOAD FUND | 5 funds | $3.3M |
| FNWFXthis pageOPEN END TAXABLE NO LOAD FUND | 3 funds | $1.2M |
| 649280401NTF EQUITY FUNDS | 3 funds | $819K |
| NEWFXLOAD EQUITY FUND | 2 funds | $325K |
| RNWGXCL R-6 | 1 funds | $57.4M |
| 649280500OPEN END - LOAD FUND 529 | 1 funds | $73K |
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 FNWFX
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/FNWFX/capital-change-brief"
Use Arkolith's capital_change_brief for FNWFX. 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 FNWFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.