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/EAGG/capital-change-brief"
Use Arkolith's capital_change_brief for EAGG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.1B | 22.5M | ▲+14% Added · +2.7M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $423.2M | 8.9M | ▲+9.4% Added · +764K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $209.4M | 4.4M | ▲+22% Added · +781K sh | Q1 2026 | |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $182.0M | 3.8M | ▲+29% Added · +865K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $133.1M | 2.8M | ▲+33% Added · +688K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.2M | 2.3M | ▲+3.5% Added · +77K sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $89.6M | 1.9M | ▲+10% Added · +172K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $89.0M | 1.9M | ▼−5.3% Reduced · −104K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $84.0M | 1.8M | ▲+16% Added · +240K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $70.6M | 1.5M | ▼−0.9% Reduced · −14K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $42.6M | 896K | ▲+18% Added · +135K sh | Q1 2026 | |
| 12 | Envestnet Portfolio Solutions, Inc. | $40.1M | 844K | ▲+15% Added · +107K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $39.2M | 823K | ▲+34% Added · +207K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $35.3M | 741K | ▲+3.8% Added · +27K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $33.3M | 700K | ▲+19% Added · +110K sh | Q1 2026 | |
| 16 | SEI INVESTMENTS CO | $31.8M | 668K | ▲+4.6% Added · +29K sh | Q1 2026 | |
| 17 | Wealthspire Advisors, LLC | $31.3M | 658K | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 18 | Alesco Advisors, LLC, An ESL Co | $31.0M | 651K | ▲+0.8% Added · +5K sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.9M | 545K | ▲+9.4% Added · +47K sh | Q2 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $25.9M | 544K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 21 | CWM, LLC | $25.3M | 532K | ▲+8.4% Added · +41K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $25.0M | 527K | ▲+10% Added · +48K sh | Q1 2026 | |
| 23 | Composition Wealth, LLC | $23.9M | 502K | ▲+5.7% Added · +27K sh | Q1 2026 | |
| 24 | Allworth Financial LP | $22.9M | 481K | ▲+7.4% Added · +33K sh | Q1 2026 | |
| 25 | M&T BANK CORP | $22.3M | 469K | ▼−43% Reduced · −360K 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.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 376 funds | $20.5B |
| EAGGthis pagemc | 277 funds | $3.5B |
| ESMLmc | 268 funds | $1.4B |
| IFRAmc | 232 funds | $1.6B |
| IBDSmc | 229 funds | $2.1B |
| IBDTmc | 228 funds | $2.1B |
| ARTYmc | 199 funds | $735.6M |
| SYSBmc | 153 funds | $858.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 138 funds | $26.7B |
| MICROSOFT CORPMSFT | 138 funds | $23.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 138 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 138 funds | $10.3B |
| BROADCOM INCAVGO | 138 funds | $10.2B |
| JOHNSON & JOHNSONJNJ | 138 funds | $6.0B |
| CHEVRON CORPCVX | 138 funds | $4.2B |
| PROCTER & GAMBLE CO/THEPG | 138 funds | $3.5B |
| ISHARES CORE S&P 500 ETFIVV | 137 funds | $27.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 137 funds | $18.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 137 funds | $17.2B |
| ALPHABET INC-CL AGOOGL | 137 funds | $14.9B |
Ranked by how many of EAGG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EAGG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.