Among active 13F managers last quarter, 8 opened and 4 added, while 3 reduced; the largest holder to move was J. Derek Lewis & Associates Inc. (+2.1%). Over the last 180 days, 1 insider sold and none bought, a net -$5.1M in open-market trades.
The legs disagree, or only one of them leans.
56 tracked 13F filers disclose a position in SAFX as of the latest SEC 13F filings, a combined $4.7M 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 | Vanguard Capital Management LLC | 4.5M | $2.0M | ▲+223% Added · +3.1M sh | Q2 2026 | |
| 2 | UBS Group AG | 1.5M | $529K | ▲321× Added · +1.4M sh | Q1 2026 | |
| 3 | Jane Street Group, LLC | 874K | $320K | ▲+464% Added · +719K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 748K | $330K | ▼−65% Reduced · −1.4M sh | Q2 2026 | |
| 5 | State Street Corp | 673K | $297K | ▼−31% Reduced · −297K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 468K | $207K | ▼−81% Reduced · −2.0M sh | Q2 2026 | |
| 7 | Northern Trust Corp | 421K | $154K | ▲+52% Added · +144K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 349K | $127K | ▲+189% Added · +228K sh | Q1 2026 | |
| 9 | J. Derek Lewis & Associates Inc. | 250K | $110K | ▲+2.1% Added · +5K sh | Q2 2026 | |
| 10 | Deutsche Bank AG | 190K | $70K | ▼−5.0% Reduced · −10K sh | Q1 2026 | |
| 11 | Citigroup Inc | 119K | $43K | ▲140× Added · +118K sh | Q1 2026 | |
| 12 | Tudor Investment Corp Et Al | 116K | $51K | ▲New +116K sh | Q2 2026 | |
| 13 | Larson Financial Group LLC | 115K | $51K | ▲New +115K sh | Q2 2026 | |
| 14 | Callan Family Office, LLC | 110K | $48K | ▼−24% Reduced · −34K sh | Q2 2026 | |
| 15 | Charles Schwab Investment Management Inc | 90K | $33K | —Held | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 86K | $38K | ▼−88% Reduced · −604K sh | Q2 2026 | |
| 17 | Two Sigma Securities, LLC | 68K | $30K | ▲New +68K sh | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 60K | $22K | ▲+386% Added · +48K sh | Q1 2026 | |
| 19 | FMR LLC | 56K | $25K | ▲+13% Added · +6K sh | Q2 2026 | |
| 20 | Vanguard Personalized Indexing Management, LLC | 53K | $23K | ▲New +53K sh | Q2 2026 | |
| 21 | JPMorgan Chase & Co | 51K | $20K | ▲+59% Added · +19K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 49K | $18K | —Held | Q1 2026 | |
| 23 | Bank Of America Corp | 46K | $17K | ▲+88% Added · +22K sh | Q1 2026 | |
| 24 | Nuveen, LLC | 42K | $16K | —Held | Q1 2026 | |
| 25 | Rhumbline Advisers | 40K | $15K | ▲+33% Added · +10K 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, 8 funds opened a new position in SAFX and 4 added to an existing one, while 3 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 | 21 funds | $37.2B |
| Microsoft CorpMSFT | 21 funds | $25.0B |
| Broadcom IncAVGO | 21 funds | $15.6B |
| Meta Platforms Inc-Class AMETA | 21 funds | $9.5B |
| Cisco Systems IncCSCO | 21 funds | $2.5B |
| Bloom Energy Corp- ABE | 21 funds | $413.1M |
| Amazon.com IncAMZN | 20 funds | $18.4B |
| Alphabet Inc-CL AGOOGL | 20 funds | $13.4B |
| Alphabet Inc-CL CGOOG | 20 funds | $13.0B |
| Eli Lilly & CoLLY | 20 funds | $6.8B |
| JPMorgan Chase & CoJPM | 20 funds | $6.1B |
| Mastercard Inc - AMA | 20 funds | $5.9B |
Ranked by how many of SAFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAFX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 15, 2026 | Soule Randy | 10% Owner | Sell (S) | 5.0M | $2.0M |
| Apr 30, 2026 | Soule Randy | 10% Owner | Sell (S) | 9.0M | $3.1M |
| Mar 12, 2026 | Soule Randy | 10% Owner | Sell (S) | 1.3M | $656K |
| Feb 25, 2026 | Soule Randy | 10% Owner | Sell (S) | 2.0M | $240K |
| Jan 14, 2026 | Soule Randy | 10% Owner | Sell (S) 3 lots, same day | 561K | $84K |
| Jan 13, 2026 | Soule Randy | 10% Owner | Sell (S) 5 lots, same day | 1.0M | $166K |
| Jan 12, 2026 | Soule Randy | 10% Owner | Sell (S) 3 lots, same day | 473K | $75K |
| Jan 9, 2026 | Soule Randy | 10% Owner | Sell (S) 3 lots, same day | 600K | $96K |
| Jan 8, 2026 | Soule Randy | 10% Owner | Sell (S) | 200K | $34K |
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 | 19 | 12 | – |
Insiders Form 4 open-market | 0 | 1 | -$5.1M |
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.
| Class | 13F holders | Value held |
|---|---|---|
| SAFXthis pagecs | 56 funds | $4.7M |
| 98400U111WT | 1 funds | $0 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SAFX
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/SAFX/capital-change-brief"
Use Arkolith's capital_change_brief for SAFX. 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 SAFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.