60 tracked 13F filers disclose a position in EDD as of the latest SEC 13F filings, a combined $112.1M 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 | EVERGREEN CAPITAL MANAGEMENT LLC | $21.5M | 3.5M | ▲+1.4% Added · +48K sh | Q2 2026 | |
| 2 | Pathstone Holdings, LLC | $14.0M | 2.8M | ▲+24% Added · +533K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $13.6M | 2.7M | ▼−13% Reduced · −386K sh | Q1 2026 | |
| 4 | Beacon Pointe Advisors, LLC | $11.4M | 2.2M | ▲+3.1% Added · +68K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $9.4M | 1.9M | ▲+30% Added · +431K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $9.2M | 1.8M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 7 | Rareview Capital LLC | $5.4M | 1.0M | ▲+9.3% Added · +89K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.8M | 747K | ▲+9.0% Added · +62K sh | Q1 2026 | |
| 9 | Fiera Capital Corp | $2.5M | 488K | ▼−5.0% Reduced · −26K sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | $2.4M | 470K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 11 | PenderFund Capital Management Ltd. | $2.0M | 400K | ▲New +400K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 380K | ▲New +380K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $1.3M | 257K | ▲+11% Added · +25K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $1.3M | 250K | ▲+6.6% Added · +16K sh | Q1 2026 | |
| 15 | UBS Group AG | $1.2M | 233K | ▲+11% Added · +24K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | $1.0M | 198K | ▲+8.5% Added · +15K sh | Q1 2026 | |
| 17 | &PARTNERS | $995K | 196K | ▼−0.4% Reduced · −741 sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $959K | 189K | ▲+4.1% Added · +7K sh | Q1 2026 | |
| 19 | Bramshill Investments, LLC | $711K | 140K | ▼−0.6% Reduced · −887 sh | Q1 2026 | |
| 20 | Logan Stone Capital, LLC | $679K | 134K | ▲New +134K sh | Q1 2026 | |
| 21 | Kaizen Financial Strategies | $686K | 119K | ▼−2.5% Reduced · −3K sh | Q2 2026 | |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $613K | 104K | ▲+11% Added · +10K sh | Q2 2026 | |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $528K | 90K | ▲+2.5% Added · +2K sh | Q2 2026 | |
| 24 | GUGGENHEIM CAPITAL LLC | $404K | 80K | ▲+79% Added · +35K sh | Q1 2026 | |
| 25 | XTX Topco Ltd | $335K | 66K | ▲New +66K 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 EDD and 8 added to an existing one, while 6 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 22 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 20 funds | $2.4B |
| APPLE INCAAPL | 20 funds | $1.7B |
| AMAZON.COM INCAMZN | 20 funds | $1.0B |
| BROADCOM INCAVGO | 20 funds | $659.3M |
| JPMORGAN CHASE & COJPM | 20 funds | $389.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $331.3M |
| ELI LILLY & COLLY | 20 funds | $258.8M |
| NVIDIA CORPNVDA | 19 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $952.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $687.8M |
| ALPHABET INC-CL CGOOG | 19 funds | $631.6M |
Ranked by how many of EDD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for EDD
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/EDD/capital-change-brief"
Use Arkolith's capital_change_brief for EDD. 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 EDD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.