Among active 13F managers last quarter, 3 opened and 22 added, while 15 reduced; the largest holder to move was Peak Planning Group, LLC (+0.7%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
113 tracked 13F filers disclose a position in FPF as of the latest SEC 13F filings, a combined $292.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 9.7M | $171.8M | ▲+6.0% Added · +550K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.2M | $21.5M | ▲+5.5% Added · +64K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 949K | $16.7M | ▼−0.1% Reduced · −575 sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 739K | $13.0M | ▲+6.3% Added · +44K sh | Q1 2026 | |
| 5 | Peak Planning Group, LLC | 401K | $7.3M | ▲+0.7% Added · +3K sh | Q2 2026 | |
| 6 | Mgo One Seven LLC | 377K | $6.9M | ▼−3.5% Reduced · −14K sh | Q2 2026 | |
| 7 | D.A. Davidson & Co. | 257K | $4.7M | ▲+9.0% Added · +21K sh | Q2 2026 | |
| 8 | Stifel Financial Corp | 180K | $3.2M | ▲+6.9% Added · +12K sh | Q1 2026 | |
| 9 | UBS Group AG | 159K | $2.8M | ▲+3.9% Added · +6K sh | Q1 2026 | |
| 10 | Rareview Capital LLC | 133K | $2.5M | ▲+45% Added · +41K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 112K | $2.0M | ▼−22% Reduced · −31K sh | Q1 2026 | |
| 12 | Hennion & Walsh Asset Management, Inc. | 107K | $1.9M | ▲+65% Added · +42K sh | Q2 2026 | |
| 13 | Baird Financial Group, Inc. | 100K | $1.8M | ▼−0.6% Reduced · −559 sh | Q1 2026 | |
| 14 | Bank Of America Corp | 96K | $1.7M | ▲+11% Added · +10K sh | Q1 2026 | |
| 15 | Raymond James Financial Inc | 95K | $1.7M | ▲+8.1% Added · +7K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | 87K | $1.6M | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 17 | Noble Wealth Management PBC | 82K | $1.5M | ▲+9.6% Added · +7K sh | Q2 2026 | |
| 18 | IHT Wealth Management, LLC | 77K | $1.4M | ▲+4.3% Added · +3K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | 72K | $1.3M | ▲+6.9% Added · +5K sh | Q1 2026 | |
| 20 | Onyx Bridge Wealth Group LLC | 69K | $1.3M | ▲+1.4% Added · +930 sh | Q2 2026 | |
| 21 | Principal Securities, Inc. | 68K | $1.2M | ▼−3.2% Reduced · −2K sh | Q2 2026 | |
| 22 | Oppenheimer & Co Inc | 61K | $1.1M | ▼−9.7% Reduced · −7K sh | Q2 2026 | |
| 23 | Envestnet Asset Management Inc | 57K | $1.0M | ▲+11% Added · +6K sh | Q1 2026 | |
| 24 | Centaurus Financial, Inc. | 57K | $1.0M | ▲+0.2% Added · +135 sh | Q2 2026 | |
| 25 | Prospera Financial Services Inc | 51K | $935K | ▲+11% Added · +5K 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, 3 funds opened a new position in FPF and 22 added to an existing one, while 15 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 | 55 funds | $26.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 55 funds | $2.3B |
| Apple IncAAPL | 53 funds | $31.7B |
| JPMorgan Chase & CoJPM | 53 funds | $6.7B |
| Nvidia CorpNVDA | 52 funds | $38.5B |
| Amazon.com IncAMZN | 52 funds | $17.6B |
| Meta Platforms Inc-Class AMETA | 52 funds | $8.3B |
| Invesco QQQ Trust Series 1QQQ | 52 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 51 funds | $14.9B |
| Alphabet Inc-CL CGOOG | 51 funds | $10.2B |
| Johnson & JohnsonJNJ | 51 funds | $5.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 51 funds | $5.2B |
Ranked by how many of FPF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FPF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 5, 2024 | Graci Angelo D | Insider | Sell (S) 2 lots, same day | 4K | $61K |
| Mar 4, 2024 | Graci Angelo D | Insider | Sell (P) | 6K | $104K |
| Dec 14, 2023 | Fleming Scott T | Insider | Buy (P) | 15K | $247K |
| Nov 22, 2023 | Weaver Eric David | Insider | Buy (P) | 1K | $23K |
| Nov 21, 2023 | Fleming Scott T | Insider | Buy (P) | 18K | $307K |
| Nov 21, 2023 | Graci Angelo D | Insider | Buy (P) | 2K | $26K |
| Oct 5, 2022 | Fleming Scott T | Insider | Buy (P) | 8K | $124K |
| Sep 16, 2022 | Wolf Robert A | Insider | Buy (P) | 1K | $25K |
| Sep 15, 2022 | Fleming Scott T | Insider | Buy (P) | 8K | $135K |
| Mar 23, 2020 | Fleming Scott T | Insider | Buy (P) | 8K | $99K |
| Mar 12, 2020 | Fleming Scott T | Insider | Buy (P) | 3K | $48K |
| Dec 17, 2018 | Fleming Scott T | Insider | Buy (P) | 3K | $47K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 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 FPF
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/FPF/capital-change-brief"
Use Arkolith's capital_change_brief for FPF. 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 FPF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.