| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | North Reef Capital Management LP | $17.6M | 717K | ▲+4.5% Added · +31K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $12.2M | 496K | ▼−1.5% Reduced · −7K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $8.7M | 354K | ▲New +354K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $6.4M | 262K | ▲+2.5% Added · +6K sh | Q1 2026 | |
| 5 | JACOBS ASSET MANAGEMENT, LLC | $6.3M | 258K | ▼−3.7% Reduced · −10K sh | Q1 2026 | |
| 6 | MENDON CAPITAL ADVISORS CORP | $6.2M | 253K | —Held | Q1 2026 | |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.1M | 248K | ▼−8.4% Reduced · −23K sh | Q1 2026 | |
| 8 | ALLIANCEBERNSTEIN L.P. | $5.5M | 207K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 9 | Curi Capital, LLC | $4.8M | 197K | —Held | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $4.4M | 179K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 11 | DIAMOND HILL CAPITAL MANAGEMENT INC | $3.9M | 160K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.2M | 131K | ▲+0.3% Added · +360 sh | Q1 2026 | |
| 13 | STATE STREET CORP | $3.2M | 129K | ▲+0.7% Added · +908 sh | Q1 2026 | |
| 14 | BOOTHBAY FUND MANAGEMENT, LLC | $2.8M | 113K | ▼−27% Reduced · −42K sh | Q1 2026 | |
| 15 | SEI INVESTMENTS CO | $2.4M | 99K | ▲+104% Added · +50K sh | Q1 2026 | |
| 16 | First Western Trust Bank | $2.4M | 98K | ▲+7.4% Added · +7K sh | Q1 2026 | |
| 17 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.1M | 84K | ▲+3.9% Added · +3K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $1.4M | 58K | ▲+4.4% Added · +2K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $1.3M | 51K | ▲New +51K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 49K | ▲New +49K sh | Q1 2026 | |
| 21 | Round Rock Advisors LLC | $1.2M | 47K | ▲+15% Added · +6K sh | Q1 2026 | |
| 22 | Empowered Funds, LLC | $896K | 36K | ▲+9.4% Added · +3K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $830K | 34K | ▲+21% Added · +6K sh | Q1 2026 | |
| 24 | UBS Group AG | $709K | 29K | ▲+433% Added · +23K sh | Q1 2026 | |
| 25 | FIRST TRUST ADVISORS LP | $686K | 28K | ▼−0.8% Reduced · −222 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 23 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 23 funds | $4.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $2.5B |
| VISA INC-CLASS A SHARESV | 22 funds | $1.4B |
| UNITEDHEALTH GROUP INCUNH | 22 funds | $1.3B |
| BANK OF AMERICA CORPBAC | 22 funds | $1.2B |
| WALT DISNEY CO/THEDIS | 22 funds | $693.8M |
| AMAZON.COM INCAMZN | 21 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 21 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 21 funds | $1.6B |
| FEDEX CORPFDX | 21 funds | $1.3B |
Ranked by how many of MYFW's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT, Director | Sell (S) | 6K | $182K |
| May 20, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT, Director | Sell (S) | 1K | $31K |
| May 5, 2026 | Wylie Scott C | CHAIRMAN, CEO AND PRESIDENT, Director | Sell (S) | 8K | $215K |
| Feb 4, 2026 | Mitchell Scott C | Director | Sell (S) | 915 | $24K |
| Feb 3, 2026 | Duncan David R | Director | Sell (S) | 3K | $77K |
| Feb 3, 2026 | Duncan David R | Director | Sell (S) | 4K | $93K |
| Feb 3, 2026 | Duncan David R | Director | Sell (S) | 2K | $51K |
| Jan 28, 2026 | Duncan David R | Director | Sell (S) | 2K | $50K |
| Jan 28, 2026 | Duncan David R | Director | Sell (S) | 2K | $42K |
| Jan 27, 2026 | Duncan David R | Director | Sell (S) | 3K | $76K |
| Jan 27, 2026 | Duncan David R | Director | Sell (S) | 1K | $35K |
| Jan 26, 2026 | Mitchell Scott C | Director | Sell (S) | 2K | $47K |
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/MYFW/capital-change-brief"
Use Arkolith's capital_change_brief for MYFW. 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 MYFW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.