Among active 13F managers last quarter, 17 opened and 19 added, while 16 reduced; the largest holder to move was Franklin Templeton Inc (−4.6%). Over the last 180 days, 1 insider sold and none bought, a net -$11K in open-market trades.
The legs disagree, or only one of them leans.
101 tracked 13F filers disclose a position in IFS as of the latest SEC 13F filings, a combined $732.9M 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 | FMR LLC | 2.3M | $131.7M | ▲+23% Added · +428K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 1.6M | $89.0M | ▼−11% Reduced · −200K sh | Q2 2026 | |
| 3 | Franklin Templeton Inc | 1.2M | $62.1M | ▼−4.6% Reduced · −60K sh | Q1 2026 | |
| 4 | Schroder Investment Management Group | 800K | $40.2M | ▲+6.6% Added · +50K sh | Q1 2026 | |
| 5 | Millennium Management LLC | 662K | $33.2M | ▲+3.5% Added · +23K sh | Q1 2026 | |
| 6 | JPMorgan Chase & Co | 572K | $27.6M | ▼−9.3% Reduced · −59K sh | Q1 2026 | |
| 7 | Morgan Stanley | 539K | $27.1M | ▼−19% Reduced · −130K sh | Q1 2026 | |
| 8 | Arrowstreet Capital, Limited Partnership | 517K | $25.9M | ▼−10% Reduced · −59K sh | Q1 2026 | |
| 9 | Globeflex Capital L P | 409K | $23.3M | ▼−4.8% Reduced · −21K sh | Q2 2026 | |
| 10 | SPX Gestao de Recursos Ltda | 402K | $22.9M | ▲2k× Added · +401K sh | Q2 2026 | |
| 11 | HSBC Holdings PLC | 388K | $19.5M | ▲25× Added · +372K sh | Q1 2026 | |
| 12 | William Blair Investment Management, LLC | 384K | $21.9M | ▼−18% Reduced · −82K sh | Q2 2026 | |
| 13 | Marshall Wace, LLP | 360K | $18.1M | ▲+17% Added · +54K sh | Q1 2026 | |
| 14 | American Century Companies Inc | 333K | $16.7M | ▼−5.5% Reduced · −19K sh | Q1 2026 | |
| 15 | Qube Research & Technologies Ltd | 323K | $16.2M | ▲+17% Added · +46K sh | Q1 2026 | |
| 16 | State Street Corp | 302K | $17.2M | ▼−2.6% Reduced · −8K sh | Q2 2026 | |
| 17 | BNP Paribas Financial Markets | 213K | $10.7M | ▲+6.2% Added · +12K sh | Q1 2026 | |
| 18 | Lazard Asset Management LLC | 171K | $8.6M | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 19 | Hood River Capital Management LLC | 155K | $8.8M | ▲New +155K sh | Q2 2026 | |
| 20 | Van Eck Associates Corp | 146K | $8.3M | ▲New +146K sh | Q2 2026 | |
| 21 | Vanguard Portfolio Management LLC | 123K | $7.0M | ▼−5.1% Reduced · −7K sh | Q2 2026 | |
| 22 | FIL Ltd | 120K | $6.0M | ▼−45% Reduced · −98K sh | Q1 2026 | |
| 23 | Deutsche Bank AG | 84K | $4.2M | ▲5k× Added · +84K sh | Q1 2026 | |
| 24 | Matthews International Capital Management LLC | 82K | $4.7M | ▲+13% Added · +10K sh | Q2 2026 | |
| 25 | Rokos Capital Management LLP | 81K | $4.6M | ▲New +81K 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, 17 funds opened a new position in IFS and 19 added to an existing one, while 16 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 | 55 funds | $120.6B |
| Amazon.com IncAMZN | 55 funds | $67.1B |
| Microsoft CorpMSFT | 54 funds | $84.8B |
| Visa Inc-Class A SharesV | 54 funds | $13.9B |
| Apple IncAAPL | 52 funds | $81.7B |
| Broadcom IncAVGO | 52 funds | $53.8B |
| Meta Platforms Inc-Class AMETA | 52 funds | $33.8B |
| Taiwan Semiconductor-SP ADRTSM | 52 funds | $26.7B |
| Micron Technology IncMU | 52 funds | $18.7B |
| Lam Research CorpLRCX | 52 funds | $18.6B |
| Alphabet Inc-CL AGOOGL | 51 funds | $59.1B |
| Alphabet Inc-CL CGOOG | 51 funds | $37.4B |
Ranked by how many of IFS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IFS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 26, 2026 | Santa Maria Guzman Hugo Antonio | Director | Sell (S) | 225 | $11K |
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 | 31 | 31 | – |
Insiders Form 4 open-market | 0 | 1 | -$11K |
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 IFS
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/IFS/capital-change-brief"
Use Arkolith's capital_change_brief for IFS. 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 IFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.