Among active 13F managers last quarter, 2 opened and 2 added, while 2 reduced; the largest holder to move was Freestone Capital Holdings, LLC (−14%).
21 tracked 13F filers disclose a position in CEE as of the latest SEC 13F filings, a combined $23.7M 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 | Morgan Stanley | 200K | $3.7M | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 2 | Freestone Capital Holdings, LLC | 192K | $4.0M | ▼−14% Reduced · −30K sh | Q2 2026 | |
| 3 | Almitas Capital LLC | 173K | $3.6M | —Held | Q2 2026 | |
| 4 | Gabelli Funds LLC | 116K | $2.1M | —Held | Q1 2026 | |
| 5 | Weiss Asset Management LP | 91K | $1.9M | —Held | Q2 2026 | |
| 6 | Uncommon Cents Investing Inc | 81K | $1.7M | ▼−0.3% Reduced · −275 sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 77K | $1.4M | ▲+0.1% Added · +44 sh | Q1 2026 | |
| 8 | Silver Point Capital L.P. | 57K | $1.2M | —Held | Q2 2026 | |
| 9 | Royal Bank Of Canada | 57K | $1.0M | ▲New +57K sh | Q1 2026 | |
| 10 | LMR Partners LLP | 40K | $732K | ▲+14% Added · +5K sh | Q1 2026 | |
| 11 | Marex Group Ltd | 33K | $597K | ▲+67% Added · +13K sh | Q1 2026 | |
| 12 | Wealth Care LLC | 32K | $656K | —Held | Q2 2026 | |
| 13 | Investment Partners Asset Management, Inc. | 21K | $435K | —Held | Q2 2026 | |
| 14 | Dynamic Technology Lab Private Ltd | 14K | $289K | —Held | Q2 2026 | |
| 15 | CSS LLC | 13K | $238K | —Held | Q1 2026 | |
| 16 | Axxcess Wealth Management, LLC | 10K | $202K | ▲New +10K sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 7K | $124K | ▼−1.5% Reduced · −107 sh | Q1 2026 | |
| 18 | Thomas J. Herzfeld Advisors, Inc. | 428 | $9K | ▲New +428 sh | Q2 2026 | |
| 19 | UBS Group AG | 326 | $6K | ▲+105% Added · +167 sh | Q1 2026 | |
| 20 | REAP Financial Group, LLC | 158 | $3K | —Held | Q2 2026 | |
| 21 | Advisory Services Network, LLC | 134 | $2K | ▲New +134 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, 2 funds opened a new position in CEE and 2 added to an existing one, while 2 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 |
|---|---|---|
| Microsoft CorpMSFT | 11 funds | $676.8M |
| Pepsico IncPEP | 11 funds | $155.5M |
| Nvidia CorpNVDA | 10 funds | $2.1B |
| Meta Platforms Inc-Class AMETA | 10 funds | $229.7M |
| Alphabet Inc-CL CGOOG | 10 funds | $196.4M |
| Chevron CorpCVX | 10 funds | $190.5M |
| Oracle CorpORCL | 10 funds | $184.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $150.3M |
| Merck & Co. Inc.MRK | 10 funds | $78.4M |
| Corning IncGLW | 10 funds | $66.8M |
| Salesforce IncCRM | 10 funds | $52.9M |
| Qualcomm IncQCOM | 10 funds | $50.0M |
Ranked by how many of CEE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CEE.
Connected entities for CEE
This ETF 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/CEE/capital-change-brief"
Use Arkolith's capital_change_brief for CEE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for CEE. Filings are public domain, sourced to SEC EDGAR.