Among active 13F managers last quarter, 3 opened and 4 added, while 3 reduced; the largest holder to move was Renaissance Technologies LLC (+2.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
28 tracked 13F filers disclose a position in FSI as of the latest SEC 13F filings, a combined $6.7M 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 | Renaissance Technologies LLC | 341K | $1.8M | ▲+2.3% Added · +8K sh | Q1 2026 | |
| 2 | Vanguard Capital Management LLC | 282K | $1.9M | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 92K | $498K | ▲+6.3% Added · +5K sh | Q1 2026 | |
| 4 | Beartown Capital Management, LLC | 75K | $498K | —Held | Q2 2026 | |
| 5 | Regal Investment Advisors LLC | 43K | $288K | —Held | Q2 2026 | |
| 6 | Citadel Advisors LLC | 42K | $276K | ▲+11% Added · +4K sh | Q2 2026 | |
| 7 | Rothschild Wealth LLC | 30K | $202K | ▲+62% Added · +12K sh | Q2 2026 | |
| 8 | Essex Investment Management Co LLC | 26K | $174K | ▼−0.3% Reduced · −72 sh | Q2 2026 | |
| 9 | BlackRock, Inc. | 25K | $168K | ▲+28% Added · +5K sh | Q2 2026 | |
| 10 | Quantinno Capital Management LP | 25K | $136K | ▲New +25K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 18K | $122K | ▼−5.8% Reduced · −1K sh | Q2 2026 | |
| 12 | James Investment Research, Inc. | 18K | $122K | —Held | Q2 2026 | |
| 13 | Crestwood Advisors Group, LLC | 15K | $102K | ▼−39% Reduced · −10K sh | Q2 2026 | |
| 14 | Strait & Sound Wealth Management LLC | 14K | $95K | —Held | Q2 2026 | |
| 15 | XTX Topco Ltd | 13K | $71K | ▲+13% Added · +2K sh | Q1 2026 | |
| 16 | Two Sigma Investments, LP | 11K | $60K | ▲New +11K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 7K | $45K | —Held | Q2 2026 | |
| 18 | Founders Capital Management | 6K | $40K | —Held | Q2 2026 | |
| 19 | Federation des caisses Desjardins du Quebec | 3K | $16K | —Held | Q2 2026 | |
| 20 | Morgan Stanley | 2K | $8K | ▲New +2K sh | Q1 2026 | |
| 21 | Wells Fargo & Company | 1K | $7K | —Held | Q1 2026 | |
| 22 | Tower Research Capital LLC (TRC) | 803 | $4K | ▲+90% Added · +381 sh | Q1 2026 | |
| 23 | JPMorgan Chase & Co | 779 | $4K | ▲43× Added · +761 sh | Q1 2026 | |
| 24 | 1 North Wealth Services LLC | 700 | $5K | —Held | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 400 | $2K | —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, 3 funds opened a new position in FSI and 4 added to an existing one, while 3 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 |
|---|---|---|
| Apple IncAAPL | 13 funds | $8.2B |
| Alphabet Inc-CL AGOOGL | 13 funds | $4.1B |
| Microsoft CorpMSFT | 13 funds | $3.9B |
| Micron Technology IncMU | 13 funds | $2.7B |
| JPMorgan Chase & CoJPM | 13 funds | $2.5B |
| Tesla IncTSLA | 13 funds | $2.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $2.1B |
| Costco Wholesale CorpCOST | 13 funds | $1.8B |
| Abbott LaboratoriesABT | 13 funds | $1.7B |
| Goldman Sachs Group IncGS | 13 funds | $816.6M |
| Amphenol Corp-CL AAPH | 13 funds | $436.6M |
| Nvidia CorpNVDA | 12 funds | $9.0B |
Ranked by how many of FSI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FSI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 3, 2026 | O Brien Daniel B | Chief Executive Officer, Director, 10% Owner | Sell (S) | 16K | $95K |
| Jan 29, 2026 | O Brien Daniel B | Chief Executive Officer, Director, 10% Owner | Sell (S) | 4K | $24K |
| Jan 28, 2026 | O Brien Daniel B | Chief Executive Officer, Director, 10% Owner | Sell (S) | 46K | $266K |
| Jan 27, 2026 | O Brien Daniel B | Chief Executive Officer, Director, 10% Owner | Sell (S) | 56K | $330K |
| Nov 16, 2023 | O Brien Daniel B | Chief Executive Officer, Director | Sell (S) | 95K | $148K |
| Jul 21, 2023 | O Brien Daniel B | Chief Executive Officer, Director | Sell (S) | 9K | $25K |
| Jul 20, 2023 | O Brien Daniel B | Chief Executive Officer, Director | Sell (S) | 20K | $53K |
| Jul 19, 2023 | O Brien Daniel B | Chief Executive Officer, Director | Sell (S) | 18K | $47K |
| Jun 22, 2023 | O Brien Daniel B | Chief Executive Officer, Director | Sell (S) | 5K | $14K |
| Jun 21, 2023 | O Brien Daniel B | Chief Executive Officer, Director | Sell (S) | 4K | $12K |
| Jun 20, 2023 | Fyles Thomas Murray | Director | Buy (P) | 5K | $13K |
| Jun 13, 2023 | O Brien Daniel B | Chief Executive Officer, Director | Sell (S) | 826 | $2K |
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 | 9 | 4 | – |
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 FSI
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/FSI/capital-change-brief"
Use Arkolith's capital_change_brief for FSI. 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 FSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.