234 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 | RAYMOND JAMES FINANCIAL INC | $25.9M | 458K | ▼−14% Reduced · −76K sh | Q1 2026 | |
| 12 | Quantinno Capital Management LP | $25.7M | 454K | ▲+13% Added · +53K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $25.0M | 441K | ▲+173% Added · +280K sh | Q1 2026 | |
| 14 | Capital Wealth Planning, LLC | $21.5M | 379K | ▲+24% Added · +73K 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 | 209K | ▲+22% Added · +38K sh | Q1 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 | LPL Financial LLC | $8.8M | 156K | ▲+45% Added · +49K sh | Q1 2026 | |
| 22 | Curated Wealth Partners LLC | Withheld | 150K | ▲New +150K sh | Q2 2026 | |
| 23 | Fisher Asset Management, LLC | $8.4M | 149K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 24 | QRG CAPITAL MANAGEMENT, INC. | $6.8M | 144K | ▲+8.4% Added · +11K sh | Q2 2026 | |
| 25 | CI INVESTMENTS INC. | $8.0M | 142K | ▼−23% Reduced · −43K 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, 5 funds opened a new position in E and 22 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 115 funds | $19.9B |
| CHEVRON CORPCVX | 114 funds | $6.4B |
| JPMORGAN CHASE & COJPM | 113 funds | $13.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 113 funds | $6.5B |
| MICRON TECHNOLOGY INCMU | 113 funds | $5.1B |
| UNITEDHEALTH GROUP INCUNH | 113 funds | $3.0B |
| HONEYWELL INTERNATIONAL INCHON | 113 funds | $2.2B |
| MICROSOFT CORPMSFT | 112 funds | $29.8B |
| AMAZON.COM INCAMZN | 112 funds | $22.6B |
| BROADCOM INCAVGO | 112 funds | $15.0B |
| VISA INC-CLASS A SHARESV | 112 funds | $8.3B |
| ELI LILLY & COLLY | 112 funds | $7.9B |
Ranked by how many of E's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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.