Among active 13F managers last quarter, 8 opened and 11 added, while 7 reduced; the largest holder to move was Evergreen Capital Management LLC (+1.4%).
70 tracked 13F filers disclose a position in EDD as of the latest SEC 13F filings, a combined $123.4M 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 | Pathstone Holdings, LLC | 3.6M | $21.0M | ▲+29% Added · +798K sh | Q2 2026 | |
| 2 | Evergreen Capital Management LLC | 3.5M | $21.5M | ▲+1.4% Added · +48K sh | Q2 2026 | |
| 3 | Morgan Stanley | 2.7M | $13.6M | ▼−13% Reduced · −386K sh | Q1 2026 | |
| 4 | Beacon Pointe Advisors, LLC | 2.3M | $13.5M | ▲+2.2% Added · +50K sh | Q2 2026 | |
| 5 | Wells Fargo & Company | 1.9M | $9.4M | ▲+30% Added · +431K sh | Q1 2026 | |
| 6 | Bank Of America Corp | 1.8M | $9.2M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 7 | Rareview Capital LLC | 1.0M | $5.4M | ▲+9.3% Added · +89K sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 747K | $3.8M | ▲+9.0% Added · +62K sh | Q1 2026 | |
| 9 | Fiera Capital Corp | 505K | $3.0M | ▲+3.5% Added · +17K sh | Q2 2026 | |
| 10 | PenderFund Capital Management Ltd. | 505K | $3.0M | ▲+26% Added · +105K sh | Q2 2026 | |
| 11 | Rockefeller Capital Management L.P. | 470K | $2.4M | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 380K | $1.9M | ▲New +380K sh | Q1 2026 | |
| 13 | LPL Financial LLC | 257K | $1.3M | ▲+11% Added · +25K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | 250K | $1.3M | ▲+6.6% Added · +16K sh | Q1 2026 | |
| 15 | UBS Group AG | 233K | $1.2M | ▲+11% Added · +24K sh | Q1 2026 | |
| 16 | &Partners | 207K | $1.2M | ▲+5.6% Added · +11K sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | 198K | $1.0M | ▲+8.5% Added · +15K sh | Q1 2026 | |
| 18 | Royal Bank Of Canada | 189K | $959K | ▲+4.1% Added · +7K sh | Q1 2026 | |
| 19 | Bramshill Investments, LLC | 142K | $833K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 20 | Kaizen Financial Strategies | 119K | $686K | ▼−2.5% Reduced · −3K sh | Q2 2026 | |
| 21 | Nations Financial Group Inc, /Ia | 104K | $613K | ▲+11% Added · +10K sh | Q2 2026 | |
| 22 | Kestra Private Wealth Services, LLC | 90K | $528K | ▲+2.5% Added · +2K sh | Q2 2026 | |
| 23 | Guggenheim Capital LLC | 80K | $404K | ▲+79% Added · +35K sh | Q1 2026 | |
| 24 | XTX Topco Ltd | 66K | $335K | ▲New +66K sh | Q1 2026 | |
| 25 | Ancora Advisors LLC | 65K | $384K | —Held | Q2 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, 8 funds opened a new position in EDD and 11 added to an existing one, while 7 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 |
|---|---|---|
| Microsoft CorpMSFT | 33 funds | $3.9B |
| Meta Platforms Inc-Class AMETA | 30 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 29 funds | $3.6B |
| Amazon.com IncAMZN | 28 funds | $4.1B |
| Apple IncAAPL | 28 funds | $4.1B |
| Broadcom IncAVGO | 28 funds | $1.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 28 funds | $1.1B |
| Chevron CorpCVX | 28 funds | $861.4M |
| Nvidia CorpNVDA | 27 funds | $3.7B |
| Eli Lilly & CoLLY | 27 funds | $1.5B |
| JPMorgan Chase & CoJPM | 27 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $869.1M |
Ranked by how many of EDD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EDD.
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.