Among active 13F managers last quarter, 1 opened and 3 added, while none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (new position).
6 tracked 13F filers disclose a position in FRIAX as of the latest SEC 13F filings, a combined $1.6M 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 | Ethos Financial Group, LLC | 416K | $1.0M | ▲New +416K sh | Q2 2026 | |
| 2 | Vermillion Wealth Management, Inc. | 154K | $387K | ▲Added Added · +154K sh | Q2 2026 | |
| 3 | Coston, McIsaac & Partners | 25K | $63K | ▲+1.4% Added · +348 sh | Q2 2026 | |
| 4 | Oakworth Capital, Inc. | 11K | $27K | ▲+1.4% Added · +146 sh | Q1 2026 | |
| 5 | Financial Gravity Companies, Inc. | 5K | $13K | ▲+0.3% Added · +16 sh | Q2 2026 | |
| 6 | Kelleher Financial Advisors | 5K | $12K | ▲+103% Added · +2K 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, 1 fund opened a new position in FRIAX and 3 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Russell 1000 Value EIWD | 4 funds | $186.2M |
| Vanguard Total Bond MarketBND | 4 funds | $165.7M |
| Ishares Russell 1000 GrowthIWF | 4 funds | $165.6M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $150.6M |
| Apple IncAAPL | 4 funds | $90.5M |
| SPDR Gold SharesGLD | 4 funds | $81.0M |
| Vanguard S&P 500 ETFVOO | 4 funds | $71.9M |
| Alphabet Inc-CL CGOOG | 4 funds | $70.7M |
| JPMorgan Chase & CoJPM | 4 funds | $67.9M |
| Walmart IncWMT | 4 funds | $67.8M |
| Ishares Core S&P Small-Cap EIJR | 4 funds | $59.0M |
| SS Energy Select SectorXLE | 4 funds | $56.3M |
Ranked by how many of FRIAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FRIAX.
No filings captured for this ticker in the live stream yet.
Connected entities for FRIAX
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/FRIAX/capital-change-brief"
Use Arkolith's capital_change_brief for FRIAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for FRIAX. Filings are public domain, sourced to SEC EDGAR.