26 tracked 13F filers disclose a position in FSI as of the latest SEC 13F filings, a combined $5.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | $1.8M | 341K | ▲+2.3% Added · +8K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5M | 278K | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $498K | 92K | ▲+6.3% Added · +5K sh | Q1 2026 | |
| 4 | Regal Investment Advisors LLC | $233K | 43K | ▲+24% Added · +8K sh | Q1 2026 | |
| 5 | CITADEL ADVISORS LLC | $201K | 37K | ▲+6.9% Added · +2K sh | Q1 2026 | |
| 6 | Quantinno Capital Management LP | $136K | 25K | ▲New +25K sh | Q1 2026 | |
| 7 | Crestwood Advisors Group, LLC | $136K | 25K | ▲New +25K sh | Q1 2026 | |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $116K | 21K | ▼−64% Reduced · −38K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $107K | 20K | ▲+8.7% Added · +2K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $105K | 19K | ▲+6.2% Added · +1K sh | Q1 2026 | |
| 11 | JAMES INVESTMENT RESEARCH, INC. | $122K | 18K | —Held | Q2 2026 | |
| 12 | Strait & Sound Wealth Management LLC | $77K | 14K | ▲+21% Added · +3K sh | Q1 2026 | |
| 13 | RITHOLTZ WEALTH MANAGEMENT | $75K | 14K | ▼−67% Reduced · −28K sh | Q1 2026 | |
| 14 | XTX Topco Ltd | $71K | 13K | ▲+13% Added · +2K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $60K | 11K | ▲New +11K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $36K | 7K | →First observed position No prior filed position | Q1 2026 | |
| 17 | Founders Capital Management | $40K | 6K | —Held | Q2 2026 | |
| 18 | Federation des caisses Desjardins du Quebec | $13K | 3K | —Held | Q1 2026 | |
| 19 | MORGAN STANLEY | $8K | 2K | ▲New +2K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $7K | 1K | —Held | Q1 2026 | |
| 21 | Tower Research Capital LLC (TRC) | $4K | 803 | ▲+90% Added · +381 sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $4K | 779 | ▲43× Added · +761 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $2K | 400 | —Held | Q1 2026 | |
| 24 | Blue Trust, Inc. | $666 | 100 | ▲New +100 sh | Q2 2026 | |
| 25 | SBI Securities Co., Ltd. | $80 | 12 | ▼−7.7% Reduced · −1 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, 4 funds opened a new position in FSI and 5 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 8 funds | $6.1B |
| APPLE INCAAPL | 8 funds | $4.3B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $4.2B |
| AMAZON.COM INCAMZN | 8 funds | $3.3B |
| MICROSOFT CORPMSFT | 8 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 8 funds | $2.3B |
| BROADCOM INCAVGO | 8 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 8 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 8 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 8 funds | $1.7B |
Ranked by how many of FSI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 3, 2026 | O BRIEN DANIEL B | Chief Executive Officer, Director, 10% Owner | Sell (S) | 16K | $95K |
| 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 |
| Jun 12, 2023 | O BRIEN DANIEL B | Chief Executive Officer, Director | Sell (S) | 60 | $171 |
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.