| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $14.3M | 391K | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $13.2M | 361K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $9.9M | 269K | ▲New +269K sh | Q1 2026 | |
| 4 | GENDELL JEFFREY L | $6.5M | 178K | —Held | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $5.1M | 140K | ▲+0.3% Added · +415 sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $4.2M | 113K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $3.8M | 104K | ▼−4.4% Reduced · −5K sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.7M | 101K | ▼−0.5% Reduced · −547 sh | Q1 2026 | |
| 9 | STATE STREET CORP | $3.2M | 87K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.8M | 76K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $2.4M | 64K | ▲+35% Added · +17K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $2.2M | 59K | ▲+3.8% Added · +2K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $2.0M | 54K | ▲+22% Added · +10K sh | Q1 2026 | |
| 14 | Empowered Funds, LLC | $1.4M | 38K | ▲+6.3% Added · +2K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $1.4M | 38K | ▲New +38K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $1.4M | 38K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 35K | ▲New +35K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | $1.1M | 29K | ▲+83% Added · +13K sh | Q1 2026 | |
| 19 | MARSHALL WACE, LLP | $1.0M | 29K | ▼−35% Reduced · −15K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $879K | 24K | ▼−12% Reduced · −3K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $848K | 23K | ▼−29% Reduced · −10K sh | Q1 2026 | |
| 22 | MARTINGALE ASSET MANAGEMENT L P | $828K | 23K | ▲New +23K sh | Q1 2026 | |
| 23 | HoldCo Asset Management, LP | $762K | 21K | —Held | Q1 2026 | |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC | $706K | 19K | ▼−3.4% Reduced · −672 sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $583K | 16K | ▼−11% Reduced · −2K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 22 funds | $10.9B |
| AMPHENOL CORP-CL AAPH | 22 funds | $698.3M |
| NVIDIA CORPNVDA | 21 funds | $12.8B |
| MICROSOFT CORPMSFT | 21 funds | $7.4B |
| AMAZON.COM INCAMZN | 21 funds | $6.2B |
| BROADCOM INCAVGO | 21 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 21 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.8B |
| MICRON TECHNOLOGY INCMU | 21 funds | $2.6B |
| TESLA INCTSLA | 21 funds | $2.6B |
Ranked by how many of FUNC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 1, 2026 | Boal Brian R. | Director | Buy (P) | 78 | $3K |
| May 1, 2026 | Rodeheaver Carissa Lynn | Director | Buy (P) | 44 | $2K |
| May 1, 2026 | Rodeheaver Carissa Lynn | Director | Buy (P) | 123 | $5K |
| May 1, 2026 | Rush Jason Barry | President & CEO | Buy (P) | 76 | $3K |
| May 1, 2026 | Sturm Tonya K. | EVP & CFO | Buy (P) | 3 | $112 |
| Feb 4, 2026 | Tasker Anthony James | SVP & COO | Buy (S) | 1 | $33 |
| Feb 3, 2026 | Rodeheaver Carissa Lynn | Director | Buy (P) | 42 | $2K |
| Feb 3, 2026 | Rodeheaver Carissa Lynn | Director | Buy (P) | 117 | $5K |
| Feb 3, 2026 | Rush Jason Barry | President & CEO | Buy (P) | 73 | $3K |
| Feb 3, 2026 | Boal Brian R. | Director | Buy (P) | 75 | $3K |
| Feb 3, 2026 | Sturm Tonya K. | EVP & CFO | Buy (P) | 3 | $112 |
| Nov 3, 2025 | Rodeheaver Carissa Lynn | Chairman, President & CEO, Director | Buy (P) | 46 | $2K |
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/FUNC/capital-change-brief"
Use Arkolith's capital_change_brief for FUNC. 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 FUNC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.