Among active 13F managers last quarter, 6 opened and 2 added, while none reduced or exited; the largest holder to move was AllianceBernstein L.P. (+0.5%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
18 tracked 13F filers disclose a position in FSEA as of the latest SEC 13F filings, a combined $14.6M 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 | AllianceBernstein L.P. | 458K | $6.0M | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 186K | $3.1M | ▲+0.2% Added · +356 sh | Q2 2026 | |
| 3 | Yakira Capital Management, Inc. | 88K | $1.5M | ▲New +88K sh | Q2 2026 | |
| 4 | Gabelli & Co Investment Advisers, Inc. | 72K | $1.2M | ▲New +72K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 36K | $612K | ▲+14% Added · +5K sh | Q2 2026 | |
| 6 | CSS LLC | 25K | $420K | ▲New +25K sh | Q2 2026 | |
| 7 | Vanguard Fiduciary Trust Co | 22K | $371K | ▲+0.6% Added · +131 sh | Q2 2026 | |
| 8 | Renaissance Technologies LLC | 22K | $272K | ▲+1.4% Added · +300 sh | Q1 2026 | |
| 9 | Pallas Capital Advisors LLC | 19K | $325K | —Held | Q2 2026 | |
| 10 | PenderFund Capital Management Ltd. | 18K | $300K | ▲New +18K sh | Q2 2026 | |
| 11 | BlackRock, Inc. | 13K | $211K | ▼−60% Reduced · −19K sh | Q2 2026 | |
| 12 | Longfellow Investment Management Co LLC | 9K | $153K | ▲New +9K sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | 6K | $76K | —Held | Q1 2026 | |
| 14 | UBS Group AG | 272 | $3K | ▲+59% Added · +101 sh | Q1 2026 | |
| 15 | Blueline Advisors LLC | 167 | $3K | —Held | Q2 2026 | |
| 16 | Physician Wealth Advisors, Inc. | 30 | $506 | ▲New +30 sh | Q2 2026 | |
| 17 | Caitong International Asset Management Co., Ltd | 11 | $185 | ▲New +11 sh | Q2 2026 | |
| 18 | BNP Paribas Financial Markets | 2 | $25 | —Held | 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, 6 funds opened a new position in FSEA and 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $19.1B |
| Microsoft CorpMSFT | 9 funds | $15.6B |
| Warner Bros Discovery IncWBD | 9 funds | $257.1M |
| Janus Henderson Group PLCJHG | 9 funds | $70.8M |
| International Money ExpressIMXI | 9 funds | $46.2M |
| Apple IncAAPL | 8 funds | $12.7B |
| Meta Platforms Inc-Class AMETA | 8 funds | $8.6B |
| Bank Of America CorpBAC | 8 funds | $1.5B |
| Walmart IncWMT | 8 funds | $1.2B |
| Merck & Co. Inc.MRK | 8 funds | $1.2B |
| Boeing CoBA | 8 funds | $485.5M |
| Norfolk Southern CorpNSC | 8 funds | $197.3M |
Ranked by how many of FSEA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FSEA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 9, 2025 | Donovan Richard M | President and CFO | Buy (P) 5 lots, same day | 2K | $28K |
| Nov 18, 2025 | Jean Thomas J. | Director | Sell (S) 2 lots, same day | 2K | $20K |
| Sep 3, 2025 | Boulanger Mark P. | Director | Buy (P) | 1K | $14K |
| Aug 21, 2025 | Swenson John E. | EVP and COO | Buy (P) 4 lots, same day | 600 | $7K |
| Aug 15, 2025 | Brannen James R. | Chief Executive Officer, Director | Buy (P) | 500 | $6K |
| Jun 17, 2025 | Jean Thomas J. | Director | Sell (S) | 2K | $19K |
| Jun 5, 2025 | Boulanger Mark P. | Director | Buy (P) | 1K | $11K |
| Jun 4, 2025 | Brannen James R. | Chief Executive Officer, Director | Buy (P) 4 lots, same day | 500 | $6K |
| Dec 3, 2024 | Donovan Richard M | SVP and CFO | Buy (P) | 1K | $12K |
| Nov 20, 2024 | Brannen James R. | President & CEO, Director | Buy (P) | 500 | $5K |
| Nov 13, 2024 | Boulanger Mark P. | Director | Buy (P) | 1K | $9K |
| Aug 19, 2024 | Boulanger Mark P. | Director | Buy (P) | 1K | $9K |
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 | 6 | 1 | – |
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 FSEA
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/FSEA/capital-change-brief"
Use Arkolith's capital_change_brief for FSEA. 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 FSEA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.