Among active 13F managers last quarter, 9 opened and 5 added, while 8 reduced; the largest holder to move was De Lisle Partners LLP (−3.6%). Over the last 180 days, 1 insider bought and none sold, a net +$7K in open-market trades.
Funds lean in and no leg opposes.
68 tracked 13F filers disclose a position in FRD as of the latest SEC 13F filings, a combined $96.2M 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 | Dimensional Fund Advisors LP | 542K | $9.6M | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 2 | De Lisle Partners LLP | 405K | $12.9M | ▼−3.6% Reduced · −15K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 395K | $12.7M | ▲+20% Added · +66K sh | Q2 2026 | |
| 4 | Gendell Jeffrey L | 355K | $11.4M | —Held | Q2 2026 | |
| 5 | Renaissance Technologies LLC | 331K | $5.9M | ▲+3.2% Added · +10K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 306K | $9.8M | ▲+6.0% Added · +17K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 173K | $5.6M | ▲+8.4% Added · +13K sh | Q2 2026 | |
| 8 | Truffle Hound Capital, LLC | 117K | $3.8M | ▼−22% Reduced · −33K sh | Q2 2026 | |
| 9 | State Street Corp | 97K | $3.1M | ▲+17% Added · +14K sh | Q2 2026 | |
| 10 | Morgan Stanley | 97K | $1.7M | ▼−3.6% Reduced · −4K sh | Q1 2026 | |
| 11 | Bridgeway Capital Management, LLC | 86K | $2.8M | ▼−28% Reduced · −34K sh | Q2 2026 | |
| 12 | Bank of New York Mellon Corp | 59K | $1.0M | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 57K | $1.0M | ▲+7.6% Added · +4K sh | Q1 2026 | |
| 14 | Empowered Funds, LLC | 47K | $833K | ▲New +47K sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 46K | $1.5M | ▲+18% Added · +7K sh | Q2 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 45K | $1.4M | ▲+4.7% Added · +2K sh | Q2 2026 | |
| 17 | O'shaughnessy Asset Management, LLC | 36K | $1.2M | ▼−19% Reduced · −9K sh | Q2 2026 | |
| 18 | Informed Momentum Co LLC | 31K | $999K | ▲New +31K sh | Q2 2026 | |
| 19 | Callahan Advisors, LLC | 30K | $960K | ▼−41% Reduced · −21K sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 27K | $473K | ▲+107% Added · +14K sh | Q1 2026 | |
| 21 | Corient Private Wealth LP | 26K | $465K | —Held | Q1 2026 | |
| 22 | Walleye Capital LLC | 26K | $836K | ▲New +26K sh | Q2 2026 | |
| 23 | Ritholtz Wealth Management | 26K | $826K | ▼−5.6% Reduced · −2K sh | Q2 2026 | |
| 24 | Quadrature Capital Ltd | 22K | $718K | ▲New +22K sh | Q2 2026 | |
| 25 | Squarepoint Ops LLC | 18K | $323K | ▲New +18K 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, 9 funds opened a new position in FRD and 5 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 |
|---|---|---|
| Nvidia CorpNVDA | 24 funds | $48.5B |
| Microsoft CorpMSFT | 24 funds | $32.3B |
| Alphabet Inc-CL AGOOGL | 24 funds | $18.9B |
| Advanced Micro DevicesAMD | 24 funds | $6.7B |
| Adobe IncADBE | 24 funds | $2.1B |
| Apple IncAAPL | 23 funds | $39.0B |
| Amazon.com IncAMZN | 23 funds | $23.4B |
| Alphabet Inc-CL CGOOG | 23 funds | $13.7B |
| JPMorgan Chase & CoJPM | 23 funds | $8.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 23 funds | $6.2B |
| Visa Inc-Class A SharesV | 23 funds | $6.0B |
| Netflix IncNFLX | 23 funds | $4.8B |
Ranked by how many of FRD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FRD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 18, 2026 | Chhibbar Gaurav | Chief Operating Officer | Buy (P) | 400 | $7K |
| Mar 9, 2026 | Taylor Mike J | President / CEO / Director, Director | Buy (P) | 500 | $9K |
| Mar 3, 2026 | Taylor Mike J | President / CEO / Director, Director | Buy (P) | 400 | $7K |
| Feb 23, 2026 | Taylor Mike J | President / CEO / Director, Director | Buy (P) | 100 | $2K |
| Feb 19, 2026 | Chhibbar Gaurav | Chief Operating Officer | Buy (P) | 1K | $18K |
| Feb 18, 2026 | Taylor Mike J | President / CEO / Director, Director | Buy (P) | 600 | $11K |
| Dec 2, 2025 | Taylor Mike J | President / CEO / Director, Director | Buy (P) | 500 | $9K |
| Dec 1, 2025 | Scott Sandra Kay | Director | Buy (P) | 500 | $10K |
| Nov 28, 2025 | Scott Sandra Kay | Director | Buy (P) | 500 | $10K |
| Nov 24, 2025 | Taylor Mike J | President / CEO / Director, Director | Buy (P) | 1K | $19K |
| Nov 21, 2025 | Taylor Mike J | President / CEO / Director, Director | Buy (P) | 1K | $19K |
| Feb 11, 2025 | Stevenson Tim Scott | Director | Buy (P) | 2K | $26K |
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 | 23 | 19 | – |
Insiders Form 4 open-market | 1 | 0 | +$7K |
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 FRD
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/FRD/capital-change-brief"
Use Arkolith's capital_change_brief for FRD. 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 FRD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.