Among active 13F managers last quarter, 5 opened and 2 added, while 1 reduced; the largest holder to move was Alyeska Investment Group, L.P. (+3.5%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
21 tracked 13F filers disclose a position in FTW as of the latest SEC 13F filings, a combined $104.2M 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 | Adage Capital Partners GP, L.L.C. | 2.7M | $29.9M | ▲New +2.7M sh | Q1 2026 | |
| 2 | Alyeska Investment Group, L.P. | 2.6M | $31.5M | ▲+3.5% Added · +86K sh | Q2 2026 | |
| 3 | Morgan Stanley | 1.7M | $18.9M | ▲New +1.7M sh | Q1 2026 | |
| 4 | Fort Baker Capital Management LP | 815K | $9.9M | ▲+4.6% Added · +36K sh | Q2 2026 | |
| 5 | Ghisallo Capital Management LLC | 244K | $3.0M | ▼−81% Reduced · −1.0M sh | Q2 2026 | |
| 6 | OCONNOR, A Distinct Business Unit of UBS Asset Management Americas (LLC) | 242K | $2.5M | —Held | Q4 2025 | |
| 7 | BlackRock, Inc. | 192K | $2.3M | ▲New +192K sh | Q2 2026 | |
| 8 | Vanguard Capital Management LLC | 144K | $1.8M | ▲New +144K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 122K | $1.5M | ▲New +122K sh | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 67K | $821K | ▲New +67K sh | Q2 2026 | |
| 11 | UBS Group AG | 60K | $659K | ▲New +60K sh | Q1 2026 | |
| 12 | State Street Corp | 53K | $643K | ▲New +53K sh | Q2 2026 | |
| 13 | Y-Intercept (Hong Kong) Ltd | 26K | $318K | ▲New +26K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 16K | $176K | ▲New +16K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 14K | $153K | ▲New +14K sh | Q1 2026 | |
| 16 | Vanguard Global Advisers, LLC | 5K | $63K | ▲New +5K sh | Q2 2026 | |
| 17 | International Assets Investment Management, LLC | 500 | $6K | —Held | Q2 2026 | |
| 18 | Longfellow Investment Management Co LLC | 390 | $5K | —Held | Q2 2026 | |
| 19 | Quarry LP | 90 | $1K | ▲New +90 sh | Q2 2026 | |
| 20 | JPMorgan Chase & Co | 22 | $242 | ▲New +22 sh | Q1 2026 | |
| 21 | Caitong International Asset Management Co., Ltd | 10 | $122 | ▲New +10 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, 5 funds opened a new position in FTW and 2 added to an existing one, while 1 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 | 8 funds | $6.1B |
| Amazon.com IncAMZN | 8 funds | $3.0B |
| Norfolk Southern CorpNSC | 8 funds | $1.7B |
| JPMorgan Chase & CoJPM | 8 funds | $1.2B |
| Eli Lilly & CoLLY | 8 funds | $1.2B |
| Johnson & JohnsonJNJ | 8 funds | $1.0B |
| Bank Of America CorpBAC | 8 funds | $1.0B |
| Merck & Co. Inc.MRK | 8 funds | $890.9M |
| Unitedhealth Group IncUNH | 8 funds | $652.3M |
| RTX CorpRTX | 8 funds | $619.3M |
| Coca-Cola CoKO | 8 funds | $531.9M |
| Oracle CorpORCL | 8 funds | $530.5M |
Ranked by how many of FTW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FTW.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 2 | 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.
| Class | 13F holders | Value held |
|---|---|---|
| FTW/WSWarrant | 24 funds | $8.5M |
| FTWthis pageCOMMON | 20 funds | $101.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for FTW
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/FTW/capital-change-brief"
Use Arkolith's capital_change_brief for FTW. 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 FTW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.