The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query EDD owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EDD"
Use Arkolith to show who owns EDD, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | $18.0M | 3.5M | ▲+0.5% Added · +19K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $14.0M | 2.8M | ▲+24% Added · +533K sh | Q1 2026 | |
| 3 | Beacon Pointe Advisors, LLC | $11.4M | 2.2M | ▲+3.1% Added · +68K sh | Q1 2026 | |
| 4 | Fiera Capital Corp | $2.5M | 488K | ▼−5.0% Reduced · −26K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $1.1M | 227K | ▲+0.3% Added · +720 sh | Q1 2026 | |
| 6 | &PARTNERS | $995K | 196K | ▼−0.4% Reduced · −741 sh | Q1 2026 | |
| 7 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $476K | 94K | ▲+44% Added · +29K sh | Q1 2026 | |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | $444K | 88K | ▲+3.7% Added · +3K sh | Q1 2026 | |
| 9 | Ancora Advisors LLC | $331K | 65K | ▲+85% Added · +30K sh | Q1 2026 | |
| 10 | Moors & Cabot, Inc. | $303K | 60K | ▼−23% Reduced · −18K sh | Q1 2026 | |
| 11 | NWAM LLC | $206K | 41K | ▲+40% Added · +12K sh | Q1 2026 | |
| 12 | CHOREO, LLC | $125K | 24K | ▲+81% Added · +11K sh | Q1 2026 | |
| 13 | Stratos Wealth Partners, LTD. | $91K | 18K | ▼−41% Reduced · −13K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $89K | 18K | ▼−35% Reduced · −10K sh | Q1 2026 | |
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | $82K | 16K | ▲New +16K sh | Q1 2026 | |
| 16 | Joel Isaacson & Co., LLC | $51K | 10K | —Held | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $12K | 2K | —Held | Q1 2026 | |
| 18 | Atlantic Union Bankshares Corp | $4K | 700 | —Held | Q1 2026 | |
| 19 | WHITTIER TRUST CO OF NEVADA INC | $3K | 501 | ▲New +501 sh | Q1 2026 | |
| 20 | BlackRock, Inc. | $2K | 313 | ▲New +313 sh | Q1 2026 | |
| 21 | Root Financial Partners, LLC | $1K | 232 | ▲New +232 sh | Q1 2026 | |
| 22 | WHITTIER TRUST CO | $167 | 32 | —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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 25 funds | $9.6B |
| MICROSOFT CORPMSFT | 25 funds | $8.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 25 funds | $5.7B |
| AMAZON.COM INCAMZN | 25 funds | $5.2B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $5.1B |
| BROADCOM INCAVGO | 25 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 25 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 25 funds | $3.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $2.3B |
Ranked by how many of EDD'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 EDD. 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.