Among active 13F managers last quarter, 9 added and none reduced or exited; the largest holder to move was Cardinal Point Capital Management ULC (+16%).
20 tracked 13F filers disclose a position in EAOA as of the latest SEC 13F filings, a combined $5.0M 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 | Cardinal Point Capital Management ULC | 39K | $1.8M | ▲+16% Added · +5K sh | Q2 2026 | |
| 2 | JPMorgan Chase & Co | 12K | $463K | ▲+0.8% Added · +89 sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 9K | $365K | ▼−1.3% Reduced · −122 sh | Q1 2026 | |
| 4 | Sax Wealth Advisors, LLC | 9K | $348K | ▲+10% Added · +788 sh | Q2 2026 | |
| 5 | Moss Adams Wealth Advisors LLC | 9K | $389K | ▲+1.5% Added · +124 sh | Q2 2026 | |
| 6 | Bond & Devick Financial Network, Inc. | 8K | $384K | ▲+46% Added · +3K sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 8K | $307K | ▲New +8K sh | Q1 2026 | |
| 8 | Westmount Partners, LLC | 6K | $270K | ▲+1.0% Added · +57 sh | Q2 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 5K | $227K | —Held | Q2 2026 | |
| 10 | Parallel Advisors, LLC | 3K | $109K | ▲~0% Added · +1 sh | Q1 2026 | |
| 11 | Birchwood Financial Partners, Inc. | 3K | $121K | ▲+116% Added · +1K sh | Q2 2026 | |
| 12 | CoreCap Advisors, LLC | 1K | $61K | ▲+11% Added · +151 sh | Q1 2026 | |
| 13 | Gould Capital, LLC | 1K | $67K | ▲+25% Added · +290 sh | Q2 2026 | |
| 14 | Bank Of Montreal | 783 | $32K | —Held | Q1 2026 | |
| 15 | CGC Financial Services, LLC | 483 | $22K | —Held | Q2 2026 | |
| 16 | IMA Advisory Services, Inc. | 339 | $15K | ▲+108% Added · +176 sh | Q2 2026 | |
| 17 | Halbert Hargrove Global Advisors, LLC | 226 | $9K | ▲+111% Added · +119 sh | Q1 2026 | |
| 18 | Mascoma Wealth Management LLC | 193 | $9K | ▲+50% Added · +64 sh | Q2 2026 | |
| 19 | AdvisorNet Financial, Inc | 100 | $5K | —Held | Q2 2026 | |
| 20 | Morgan Stanley | 1 | $73 | —Held | 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, 9 funds added to an existing position in EAOA, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 11 funds | $493.7M |
| Nvidia CorpNVDA | 11 funds | $330.8M |
| Microsoft CorpMSFT | 11 funds | $206.3M |
| Vanguard S&P 500 ETFVOO | 11 funds | $181.3M |
| Alphabet Inc-CL CGOOG | 11 funds | $176.2M |
| Amazon.com IncAMZN | 11 funds | $160.1M |
| Alphabet Inc-CL AGOOGL | 11 funds | $146.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $129.4M |
| JPMorgan Chase & CoJPM | 11 funds | $94.4M |
| Meta Platforms Inc-Class AMETA | 11 funds | $79.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 11 funds | $79.0M |
| Costco Wholesale CorpCOST | 11 funds | $75.5M |
Ranked by how many of EAOA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EAOA.
No filings captured for this ticker in the live stream yet.
Connected entities for EAOA
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/EAOA/capital-change-brief"
Use Arkolith's capital_change_brief for EAOA. 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 EAOA. Filings are public domain, sourced to SEC EDGAR.