310 tracked 13F filers disclose a position in E as of the latest SEC 13F filings, a combined $1.2B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $165.6M | 2.9M | ▼−3.1% Reduced · −95K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $145.5M | 2.6M | ▲234× Added · +2.6M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $70.7M | 1.2M | ▲+7.7% Added · +89K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $70.3M | 1.2M | ▼−8.3% Reduced · −112K sh | Q1 2026 | |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $63.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 6 | NORTHERN TRUST CORP | $51.7M | 913K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $49.8M | 879K | ▲+22% Added · +158K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $39.7M | 701K | ▼−20% Reduced · −179K sh | Q1 2026 | |
| 9 | FMR LLC | $38.1M | 672K | ▲+6.9% Added · +44K sh | Q1 2026 | |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $32.2M | 568K | ▼−3.5% Reduced · −21K sh | Q1 2026 | |
| 11 | Capital Wealth Planning, LLC | $21.5M | 459K | ▲+21% Added · +80K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $25.9M | 458K | ▼−14% Reduced · −76K sh | Q1 2026 | |
| 13 | Quantinno Capital Management LP | $25.7M | 454K | ▲+13% Added · +53K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $25.0M | 441K | ▲+173% Added · +280K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $17.4M | 308K | ▲+121% Added · +169K sh | Q1 2026 | |
| 16 | UBS Group AG | $15.9M | 281K | ▲+19% Added · +45K sh | Q1 2026 | |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $11.8M | 251K | ▲+20% Added · +42K sh | Q2 2026 | |
| 18 | Creative Planning | $11.3M | 200K | ▲+29% Added · +45K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $10.4M | 183K | ▼−26% Reduced · −65K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.9M | 175K | ▲+19% Added · +29K sh | Q1 2026 | |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | $7.8M | 166K | ▲+104% Added · +85K sh | Q2 2026 | |
| 22 | LPL Financial LLC | $8.8M | 156K | ▲+45% Added · +49K sh | Q1 2026 | |
| 23 | Curated Wealth Partners LLC | Withheld | 150K | ▲New +150K sh | Q2 2026 | |
| 24 | Fisher Asset Management, LLC | $8.4M | 149K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 25 | QRG CAPITAL MANAGEMENT, INC. | $6.8M | 144K | ▲+8.4% Added · +11K 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, 8 funds opened a new position in E and 25 added to an existing one, while 14 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 168 funds | $144.0B |
| MICROSOFT CORPMSFT | 168 funds | $104.9B |
| AMAZON.COM INCAMZN | 167 funds | $78.2B |
| ALPHABET INC-CL AGOOGL | 166 funds | $72.4B |
| CHEVRON CORPCVX | 166 funds | $16.3B |
| APPLE INCAAPL | 165 funds | $112.3B |
| META PLATFORMS INC-CLASS AMETA | 164 funds | $36.9B |
| BROADCOM INCAVGO | 163 funds | $55.7B |
| ALPHABET INC-CL CGOOG | 163 funds | $38.8B |
| JPMORGAN CHASE & COJPM | 163 funds | $30.9B |
| ELI LILLY & COLLY | 163 funds | $26.4B |
| CATERPILLAR INCCAT | 163 funds | $15.4B |
Ranked by how many of E's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $50 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $650 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 18, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $60 |
| Apr 17, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $50 |
| Apr 17, 2017 | Mann Michael Scott | President, 10% Owner | Buy (P) | 1K | $50 |
Connected entities for E
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/E/capital-change-brief"
Use Arkolith's capital_change_brief for E. 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 E. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.