40 tracked 13F filers disclose a position in EARN as of the latest SEC 13F filings, a combined $5.5M 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 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.1M | 252K | —Held | Q1 2026 | |
| 2 | Waverly Advisors, LLC | $741K | 167K | ▲+86% Added · +77K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $675K | 152K | ▼−0.1% Reduced · −78 sh | Q1 2026 | |
| 4 | EMG Holdings, L.P. | $660K | 149K | —Held | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $332K | 75K | ▼−11% Reduced · −9K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $286K | 64K | ▼−9.6% Reduced · −7K sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $253K | 57K | ▼−58% Reduced · −78K sh | Q1 2026 | |
| 8 | Engineers Gate Manager LP | $171K | 39K | ▲New +39K sh | Q1 2026 | |
| 9 | DECISION INVESTMENTS, INC | $150K | 34K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 10 | XTX Topco Ltd | $147K | 33K | ▲New +33K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $136K | 31K | ▼−94% Reduced · −491K sh | Q1 2026 | |
| 12 | UBS Group AG | $125K | 28K | ▲282× Added · +28K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $122K | 28K | ▲+25% Added · +6K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $81K | 18K | ▲+4.8% Added · +852 sh | Q1 2026 | |
| 15 | CHOREO, LLC | $73K | 16K | ▼−1.1% Reduced · −187 sh | Q1 2026 | |
| 16 | Plancorp, LLC | $69K | 15K | —Held | Q1 2026 | |
| 17 | US BANCORP \DE\ | $66K | 15K | ▲+50% Added · +5K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $61K | 14K | ▲New +14K sh | Q1 2026 | |
| 19 | McIlrath & Eck, LLC | $49K | 11K | ▲+122% Added · +6K sh | Q1 2026 | |
| 20 | TWO SIGMA SECURITIES, LLC | $45K | 10K | ▲New +10K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $44K | 10K | ▼−86% Reduced · −60K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $24K | 5K | ▼−99% Reduced · −897K sh | Q1 2026 | |
| 23 | Bogart Wealth, LLC | $23K | 5K | —Held | Q1 2026 | |
| 24 | PRIVATE TRUST CO NA | $15K | 3K | —Held | Q2 2026 | |
| 25 | Advisory Services Network, LLC | $12K | 3K | ▲New +3K 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, 7 funds opened a new position in EARN and 4 added to an existing one, while 2 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 |
|---|---|---|
| HCA HEALTHCARE INCHCA | 22 funds | $1.3B |
| APPLE INCAAPL | 21 funds | $37.5B |
| PFIZER INCPFE | 21 funds | $12.0B |
| GILEAD SCIENCES INCGILD | 21 funds | $10.6B |
| VISA INC-CLASS A SHARESV | 21 funds | $10.5B |
| BANK OF AMERICA CORPBAC | 21 funds | $8.5B |
| AMGEN INCAMGN | 21 funds | $7.2B |
| MASTERCARD INC - AMA | 21 funds | $7.0B |
| SIMON PROPERTY GROUP INCSPG | 21 funds | $5.5B |
| UNION PACIFIC CORPUNP | 21 funds | $4.9B |
| SALESFORCE INCCRM | 21 funds | $3.8B |
| TARGET CORPTGT | 21 funds | $3.5B |
Ranked by how many of EARN's institutional holders also hold each name, a cross-fund conviction signal.
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.