| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | TCI Wealth Advisors, Inc. | $19.5M | 336.8K | Held | Q1 2026 |
| 2 | Chicago Partners Investment Group LLC | $6.9M | 111.3K | New | Q1 2026 |
| 3 | CITADEL ADVISORS LLC | $1.3M | 23.0K | New | Q4 2025 |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $190K | 3.3K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 3 funds | $464.7M |
| ISHARES TRQUAL | 3 funds | $347.2M |
| DIMENSIONAL ETF TRUSTDFUS | 3 funds | $325.4M |
| DIMENSIONAL ETF TRUSTDFUV | 3 funds | $325.1M |
| APPLE INCAAPL | 3 funds | $269.4M |
| DIMENSIONAL ETF TRUSTDFAS | 3 funds | $259.6M |
| VANGUARD SCOTTSDALE FDSVCSH | 3 funds | $220.5M |
| AMERICAN CENTY ETF TRAVUV | 3 funds | $205.5M |
| VANGUARD INDEX FDSVOO | 3 funds | $201.8M |
| DIMENSIONAL ETF TRUSTDFIV | 3 funds | $180.8M |
| DIMENSIONAL ETF TRUSTDFAC | 3 funds | $157.2M |
Ranked by how many of EBI'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EBI. 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.