Among active 13F managers last quarter, 6 opened and 8 added, while 15 reduced; the largest holder to move was American Century Companies Inc (+2.9%). Over the last 180 days, 3 insiders sold and 4 insiders bought, a net -$476K in open-market trades.
The legs disagree, or only one of them leans.
83 tracked 13F filers disclose a position in FUNC as of the latest SEC 13F filings, a combined $123.7M 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 | BlackRock, Inc. | 456K | $20.1M | ▲+17% Added · +65K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 361K | $13.2M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 269K | $11.9M | ▲+0.1% Added · +332 sh | Q2 2026 | |
| 4 | Gendell Jeffrey L | 178K | $7.9M | —Held | Q2 2026 | |
| 5 | De Lisle Partners LLP | 164K | $7.3M | —Held | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 152K | $6.7M | ▲+8.7% Added · +12K sh | Q2 2026 | |
| 7 | Huber Capital Management LLC | 120K | $5.3M | —Held | Q2 2026 | |
| 8 | American Century Companies Inc | 113K | $4.2M | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 9 | Renaissance Technologies LLC | 104K | $3.8M | ▼−4.4% Reduced · −5K sh | Q1 2026 | |
| 10 | Arrowstreet Capital, Limited Partnership | 101K | $3.7M | ▼−0.5% Reduced · −547 sh | Q1 2026 | |
| 11 | State Street Corp | 85K | $3.8M | ▼−2.2% Reduced · −2K sh | Q2 2026 | |
| 12 | Bridgeway Capital Management, LLC | 76K | $3.3M | —Held | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 64K | $2.4M | ▲+35% Added · +17K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 59K | $2.2M | ▲+3.8% Added · +2K sh | Q1 2026 | |
| 15 | Pinnacle Holdings, LLC | 59K | $2.6M | ▼−0.1% Reduced · −60 sh | Q2 2026 | |
| 16 | Morgan Stanley | 54K | $2.0M | ▲+22% Added · +10K sh | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 41K | $1.8M | ▲+17% Added · +6K sh | Q2 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 40K | $1.7M | ▲+4.5% Added · +2K sh | Q2 2026 | |
| 19 | Empowered Funds, LLC | 38K | $1.4M | ▲+6.3% Added · +2K sh | Q1 2026 | |
| 20 | Two Sigma Investments, LP | 38K | $1.4M | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 21 | Daytona Street Capital LLC | 37K | $1.6M | —Held | Q2 2026 | |
| 22 | Qube Research & Technologies Ltd | 29K | $1.1M | ▲+83% Added · +13K sh | Q1 2026 | |
| 23 | Marshall Wace, LLP | 29K | $1.0M | ▼−35% Reduced · −15K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | 24K | $879K | ▼−12% Reduced · −3K sh | Q1 2026 | |
| 25 | Martingale Asset Management L P | 23K | $828K | ▲New +23K 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.
Last quarter, 6 funds opened a new position in FUNC and 8 added to an existing one, while 15 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 |
|---|---|---|
| Microsoft CorpMSFT | 37 funds | $100.7B |
| Apple IncAAPL | 36 funds | $124.3B |
| JPMorgan Chase & CoJPM | 36 funds | $25.2B |
| Nvidia CorpNVDA | 35 funds | $171.4B |
| Amazon.com IncAMZN | 35 funds | $77.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 35 funds | $15.7B |
| Bank Of America CorpBAC | 35 funds | $12.3B |
| Walmart IncWMT | 35 funds | $11.8B |
| Chevron CorpCVX | 35 funds | $11.3B |
| Alphabet Inc-CL AGOOGL | 34 funds | $78.0B |
| Meta Platforms Inc-Class AMETA | 34 funds | $40.1B |
| Eli Lilly & CoLLY | 34 funds | $35.2B |
Ranked by how many of FUNC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FUNC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Rodeheaver Carissa Lynn | Insider | Buy (P) 2 lots, same day | 140 | $6K |
| Aug 3, 2026 | Sturm Tonya K. | EVP & CFO | Buy (P) | 2 | $113 |
| Aug 3, 2026 | Rush Jason Barry | Chairman, President & CEO, Director | Buy (P) | 64 | $3K |
| Aug 3, 2026 | Boal Brian R. | Director | Buy (P) | 74 | $3K |
| Jul 28, 2026 | Fisher Robert L. II | EVP & Chief Banking Officer | Sell (S) | 5K | $238K |
| Jul 24, 2026 | Rudy Irvin Robert | Director | Sell (S) | 1K | $45K |
| Jul 23, 2026 | Sanders Keith | EVP & Chief Wealth Officer | Sell (S) | 5K | $218K |
| May 1, 2026 | Boal Brian R. | Director | Buy (P) | 78 | $3K |
| May 1, 2026 | Rodeheaver Carissa Lynn | Director | Buy (P) 2 lots, same day | 167 | $6K |
| 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 |
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 | 26 | 30 | – |
Insiders Form 4 open-market | 4 | 3 | -$476K |
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 FUNC
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.