181 tracked 13F filers disclose a position in ERII as of the latest SEC 13F filings, a combined $408.2M 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 | BlackRock, Inc. | $61.3M | 6.1M | ▼−3.9% Reduced · −246K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $53.0M | 5.3M | ▲+15% Added · +696K sh | Q1 2026 | |
| 3 | Amundi | $37.6M | 3.7M | ▲+31% Added · +889K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $22.5M | 2.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | FIL Ltd | $20.0M | 2.0M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 6 | Legal & General Group Plc | $19.2M | 1.9M | ▲+42% Added · +559K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $15.3M | 1.7M | ▲+31% Added · +402K sh | Q2 2026 | |
| 8 | STATE STREET CORP | $14.7M | 1.6M | ▼−8.3% Reduced · −147K sh | Q2 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $12.7M | 1.3M | →First observed position No prior filed position | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $8.8M | 877K | ▼−7.6% Reduced · −72K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $8.0M | 793K | ▼−19% Reduced · −181K sh | Q1 2026 | |
| 12 | AVENIR CORP | $6.3M | 694K | ▼−15% Reduced · −124K sh | Q2 2026 | |
| 13 | Kopion Asset Management, LLC | $5.8M | 640K | ▲+26% Added · +133K sh | Q2 2026 | |
| 14 | 683 Capital Management, LLC | $4.8M | 530K | ▼−3.6% Reduced · −20K sh | Q2 2026 | |
| 15 | ArrowMark Colorado Holdings LLC | $5.2M | 516K | ▲+37% Added · +139K sh | Q1 2026 | |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $5.2M | 514K | ▲+48% Added · +166K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $4.7M | 469K | ▼−23% Reduced · −139K sh | Q1 2026 | |
| 18 | Swiss Life Asset Management Ltd | $4.2M | 465K | ▲+1.5% Added · +7K sh | Q2 2026 | |
| 19 | Raiffeisen Bank International AG | $4.1M | 460K | ▲+31% Added · +110K sh | Q2 2026 | |
| 20 | NORTHERN TRUST CORP | $4.5M | 450K | ▲+2.7% Added · +12K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $4.5M | 449K | ▲+7.4% Added · +31K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.3M | 431K | ▼−3.0% Reduced · −13K sh | Q1 2026 | |
| 23 | CenterBook Partners LP | $3.8M | 421K | ▲+55% Added · +149K sh | Q2 2026 | |
| 24 | KLP KAPITALFORVALTNING AS | $4.1M | 405K | ▲+4.3% Added · +17K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $3.7M | 364K | →First observed position No prior filed position | 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, 11 funds opened a new position in ERII and 24 added to an existing one, while 16 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 94 funds | $207.3B |
| AMAZON.COM INCAMZN | 93 funds | $151.1B |
| NVIDIA CORPNVDA | 91 funds | $295.2B |
| APPLE INCAAPL | 91 funds | $224.4B |
| BROADCOM INCAVGO | 88 funds | $120.0B |
| ALPHABET INC-CL AGOOGL | 88 funds | $116.0B |
| JPMORGAN CHASE & COJPM | 88 funds | $42.1B |
| VISA INC-CLASS A SHARESV | 87 funds | $43.0B |
| MASTERCARD INC - AMA | 87 funds | $40.7B |
| LAM RESEARCH CORPLRCX | 87 funds | $27.6B |
| META PLATFORMS INC-CLASS AMETA | 86 funds | $83.5B |
| ELI LILLY & COLLY | 86 funds | $58.4B |
Ranked by how many of ERII's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 28, 2026 | Yeung William | Chief Legal Officer | Sell (S) | 2K | $18K |
| Jul 28, 2026 | Clemente Rodney | SVP, Water | Sell (S) | 5K | $46K |
| Jun 15, 2026 | BUEHLER ALEXANDER J | Interim President and CEO, Director | Sell (S) | 15K | $130K |
| Jun 15, 2026 | Sabol Colin R | Director | Buy (P) | 11K | $99K |
| May 13, 2026 | TONDREAU PAMELA L. | Director | Buy (P) | 20K | $167K |
| Apr 6, 2026 | Hanstveit Arve | Director | Sell (S) | 2K | $25K |
| Apr 2, 2026 | Hanstveit Arve | Director | Sell (S) | 165K | $1.7M |
| Mar 10, 2026 | Hanstveit Arve | Director | Sell (S) | 25K | $274K |
| Mar 6, 2026 | Hanstveit Arve | Director | Sell (S) | 12K | $123K |
| Mar 5, 2026 | Hanstveit Arve | Director | Sell (S) | 38K | $411K |
| Mar 5, 2026 | Ramanan Natarajan | Chief Technology Officer | Sell (S) | 272 | $3K |
| Mar 4, 2026 | Clemente Rodney | SVP, Water | Sell (S) | 21K | $218K |
Connected entities for ERII
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/ERII/capital-change-brief"
Use Arkolith's capital_change_brief for ERII. 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 ERII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.