Among active 13F managers last quarter, 6 opened and 5 added, while 3 reduced; the largest holder to move was Clear Harbor Asset Management, LLC (−10%).
45 tracked 13F filers disclose a position in EARN as of the latest SEC 13F filings, a combined $6.6M 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 | Arrowstreet Capital, Limited Partnership | 252K | $1.1M | —Held | Q1 2026 | |
| 2 | Castlekeep Investment Advisors LLC | 180K | $795K | —Held | Q2 2026 | |
| 3 | Clear Harbor Asset Management, LLC | 156K | $688K | ▼−10% Reduced · −18K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 152K | $675K | ▼−0.1% Reduced · −78 sh | Q1 2026 | |
| 5 | EMG Holdings, L.P. | 149K | $659K | —Held | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 75K | $332K | ▼−11% Reduced · −9K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 64K | $286K | ▼−9.6% Reduced · −7K sh | Q1 2026 | |
| 8 | Jane Street Group, LLC | 57K | $253K | ▼−58% Reduced · −78K sh | Q1 2026 | |
| 9 | Vident Advisory, LLC | 41K | $183K | ▲New +41K sh | Q2 2026 | |
| 10 | Decision Investments, Inc | 34K | $150K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 11 | XTX Topco Ltd | 33K | $147K | ▲New +33K sh | Q1 2026 | |
| 12 | Global Retirement Partners, LLC | 33K | $144K | ▲+34% Added · +8K sh | Q2 2026 | |
| 13 | Morgan Stanley | 31K | $136K | ▼−94% Reduced · −491K sh | Q1 2026 | |
| 14 | UBS Group AG | 28K | $125K | ▲282× Added · +28K sh | Q1 2026 | |
| 15 | LPL Financial LLC | 28K | $122K | ▲+25% Added · +6K sh | Q1 2026 | |
| 16 | Gables Capital Management Inc. | 23K | $102K | ▼−29% Reduced · −9K sh | Q2 2026 | |
| 17 | Astra Wealth Partners LLC | 20K | $88K | —Held | Q2 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | 19K | $85K | ▲+5.1% Added · +944 sh | Q2 2026 | |
| 19 | Choreo, LLC | 16K | $73K | ▲~0% Added · +7 sh | Q2 2026 | |
| 20 | Plancorp, LLC | 15K | $69K | —Held | Q1 2026 | |
| 21 | US Bancorp | 15K | $66K | ▲+50% Added · +5K sh | Q1 2026 | |
| 22 | Northern Trust Corp | 14K | $61K | ▲New +14K sh | Q1 2026 | |
| 23 | Inspire Advisors, LLC | 11K | $50K | ▲New +11K sh | Q2 2026 | |
| 24 | McIlrath & Eck, LLC | 11K | $49K | ▲+122% Added · +6K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | 10K | $44K | ▼−86% Reduced · −60K 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, 6 funds opened a new position in EARN and 5 added to an existing one, while 3 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 19 funds | $5.7B |
| Alphabet Inc-CL CGOOG | 19 funds | $4.6B |
| Costco Wholesale CorpCOST | 19 funds | $679.2M |
| Johnson & JohnsonJNJ | 19 funds | $496.6M |
| JPMorgan Chase & CoJPM | 19 funds | $447.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 19 funds | $388.6M |
| RTX CorpRTX | 19 funds | $255.3M |
| Microsoft CorpMSFT | 18 funds | $10.0B |
| Amazon.com IncAMZN | 18 funds | $7.6B |
| Nvidia CorpNVDA | 18 funds | $7.0B |
| Apple IncAAPL | 18 funds | $6.5B |
| Cisco Systems IncCSCO | 18 funds | $1.7B |
Ranked by how many of EARN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EARN.
Connected entities for EARN
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/EARN/capital-change-brief"
Use Arkolith's capital_change_brief for EARN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EARN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.