Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was Keystone Financial Group (−11%).
5 tracked 13F filers disclose a position in ICAFX as of the latest SEC 13F filings, a combined $10.8M 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 | Kelleher Financial Advisors | 113K | $7.7M | ▲+79% Added · +50K sh | Q2 2026 | |
| 2 | Keystone Financial Group | 33K | $2.2M | ▼−11% Reduced · −4K sh | Q2 2026 | |
| 3 | NBT Bank, N.A. | 11K | $748K | ▲New +11K sh | Q2 2026 | |
| 4 | Estabrook Capital Management | 1K | $90K | ▲+0.5% Added · +7 sh | Q2 2026 | |
| 5 | McIlrath & Eck, LLC | 711 | $42K | ▲New +711 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 ICAFX and 1 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 |
|---|---|---|
| Apple IncAAPL | 3 funds | $164.0M |
| Microsoft CorpMSFT | 3 funds | $121.4M |
| JPMorgan Chase & CoJPM | 3 funds | $74.6M |
| Seagate Technology HoldingsSTX | 3 funds | $61.5M |
| Advanced Micro DevicesAMD | 3 funds | $47.9M |
| Nvidia CorpNVDA | 3 funds | $47.2M |
| Tesla IncTSLA | 3 funds | $41.3M |
| Alphabet Inc-CL AGOOGL | 3 funds | $38.4M |
| Costco Wholesale CorpCOST | 3 funds | $38.3M |
| Amazon.com IncAMZN | 3 funds | $35.2M |
| Johnson & JohnsonJNJ | 3 funds | $34.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $31.7M |
Ranked by how many of ICAFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ICAFX.
| Class | 13F holders | Value held |
|---|---|---|
| AIVSXOPEN END TAXABLE LOAD FUND | 8 funds | $2.2M |
| ICAFXthis pageOPEN END TAXABLE LOAD FUND | 5 funds | $10.8M |
| FFICXOPEN END TAXABLE NO LOAD FUND | 3 funds | $7.7M |
| 461308504OPEN END - LOAD FUND 529 | 1 funds | $443K |
| 461308744OPEN END - NO LOAD FUND 529 | 1 funds | $33K |
| 461308405NTF EQUITY FUNDS | 1 funds | $20K |
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 ICAFX
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/ICAFX/capital-change-brief"
Use Arkolith's capital_change_brief for ICAFX. 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 ICAFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.