Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (+0.5%).
3 tracked 13F filers disclose a position in GRIFX as of the latest SEC 13F filings, a combined $122K 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 | Financial Gravity Companies, Inc. | 3K | $64K | ▲+0.5% Added · +14 sh | Q2 2026 | |
| 2 | Oakworth Capital, Inc. | 2K | $46K | ▲+1.3% Added · +23 sh | Q1 2026 | |
| 3 | McIlrath & Eck, LLC | 481 | $12K | ▲New +481 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, 1 fund opened a new position in GRIFX and 2 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Russell 1000 Value EIWD | 3 funds | $184.8M |
| Vanguard Total Bond MarketBND | 3 funds | $163.2M |
| Ishares Russell 1000 GrowthIWF | 3 funds | $155.0M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $150.0M |
| Ishares Russell Mid-Cap ETFIWR | 3 funds | $118.3M |
| Vanguard S/T Corp Bond ETFVCSH | 3 funds | $100.2M |
| Vanguard Growth ETFVUG | 3 funds | $74.0M |
| Microsoft CorpMSFT | 3 funds | $70.4M |
| Apple IncAAPL | 3 funds | $62.3M |
| Alphabet Inc-CL CGOOG | 3 funds | $61.3M |
| JPMorgan Chase & CoJPM | 3 funds | $61.2M |
| Vanguard Value ETFVTV | 3 funds | $60.8M |
Ranked by how many of GRIFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GRIFX.
| Class | 13F holders | Value held |
|---|---|---|
| GIREXNTF EQUITY FUNDS | 3 funds | $3.1M |
| GRIFXthis pageOPEN END TAXABLE NO LOAD FUND | 3 funds | $122K |
| GCREXLOAD EQUITY FUND | 1 funds | $186K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GRIFX
This ETF 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/GRIFX/capital-change-brief"
Use Arkolith's capital_change_brief for GRIFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GRIFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.