Among active 13F managers last quarter, 4 opened and 8 added, while 3 reduced; the largest holder to move was J.W. Cole Advisors, Inc. (added). Over the last 180 days, 1 insider bought and none sold, a net +$7K in open-market trades.
Funds lean in and no leg opposes.
44 tracked 13F filers disclose a position in EDF as of the latest SEC 13F filings, a combined $16.8M 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 | Morgan Stanley | 1.0M | $4.8M | ▲+9.2% Added · +85K sh | Q1 2026 | |
| 2 | J.W. Cole Advisors, Inc. | 349K | $1.9M | ▲Added Added · +349K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 237K | $1.1M | ▼−0.1% Reduced · −309 sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 199K | $951K | ▲New +199K sh | Q1 2026 | |
| 5 | Baird Financial Group, Inc. | 198K | $948K | ▲+6.0% Added · +11K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 194K | $930K | ▲+45% Added · +60K sh | Q1 2026 | |
| 7 | Guggenheim Capital LLC | 165K | $788K | ▲New +165K sh | Q1 2026 | |
| 8 | Eclectic Associates Inc | 127K | $709K | ▲+2.9% Added · +4K sh | Q2 2026 | |
| 9 | Journey Strategic Wealth LLC | 101K | $483K | ▲+16% Added · +14K sh | Q1 2026 | |
| 10 | Dynamic Advisor Solutions LLC | 93K | $519K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 11 | Kestra Advisory Services, LLC | 91K | $509K | ▼−34% Reduced · −47K sh | Q2 2026 | |
| 12 | Moors & Cabot, Inc. | 87K | $486K | ▼−7.9% Reduced · −7K sh | Q2 2026 | |
| 13 | Private Advisor Group, LLC | 50K | $277K | ▲+25% Added · +10K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | 38K | $214K | ▼−60% Reduced · −58K sh | Q2 2026 | |
| 15 | Wells Fargo & Company | 32K | $152K | ▲+249% Added · +23K sh | Q1 2026 | |
| 16 | Kestra Private Wealth Services, LLC | 28K | $156K | ▼−0.9% Reduced · −245 sh | Q2 2026 | |
| 17 | CoreCap Advisors, LLC | 25K | $119K | ▲+67% Added · +10K sh | Q1 2026 | |
| 18 | Kovack Advisors, Inc. | 24K | $132K | ▲+47% Added · +8K sh | Q2 2026 | |
| 19 | Creative Financial Designs Inc | 22K | $122K | ▲+0.3% Added · +66 sh | Q2 2026 | |
| 20 | Melfa Wealth Management, Inc. | 22K | $120K | —Held | Q2 2026 | |
| 21 | Ameritas Advisory Services, LLC | 21K | $117K | ▲+94% Added · +10K sh | Q2 2026 | |
| 22 | Northwestern Mutual Wealth Management Co | 17K | $83K | ▲New +17K sh | Q1 2026 | |
| 23 | Stifel Financial Corp | 17K | $82K | ▲+1.2% Added · +203 sh | Q1 2026 | |
| 24 | M3 Advisory Group, LLC | 16K | $91K | ▲+2.4% Added · +377 sh | Q2 2026 | |
| 25 | UBS Group AG | 16K | $77K | ▼−4.6% Reduced · −778 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, 4 funds opened a new position in EDF and 8 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $2.0B |
| Apple IncAAPL | 18 funds | $1.9B |
| Amazon.com IncAMZN | 18 funds | $964.4M |
| Microsoft CorpMSFT | 18 funds | $945.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $755.4M |
| Broadcom IncAVGO | 18 funds | $683.7M |
| Alphabet Inc-CL AGOOGL | 18 funds | $668.8M |
| Alphabet Inc-CL CGOOG | 18 funds | $530.5M |
| Walmart IncWMT | 18 funds | $483.6M |
| Meta Platforms Inc-Class AMETA | 18 funds | $439.9M |
| Tesla IncTSLA | 18 funds | $416.9M |
| JPMorgan Chase & CoJPM | 18 funds | $358.2M |
Ranked by how many of EDF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EDF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | McDaniel Connie D | Director | Buy (P) | 1K | $7K |
| Sep 15, 2025 | McDaniel Connie D | Director | Buy (P) | 1K | $6K |
| Nov 21, 2023 | Zino Brian T | Director | Buy (P) | 3K | $11K |
| Jan 23, 2023 | Burke Donald C | Director | Buy (P) | 1K | $5K |
| Nov 30, 2022 | Mallin John R | Director | Buy (P) | 3K | $10K |
| Feb 28, 2022 | McLendon Heath B | Insider | Buy (P) | 500 | $3K |
| Feb 14, 2022 | McLendon Heath B | Insider | Buy (P) | 500 | $3K |
| Jan 24, 2022 | Craige James E | Executive Vice President | Buy (P) 2 lots, same day | 40K | $241K |
| Dec 21, 2021 | Craige James E | Executive Vice President | Buy (P) 4 lots, same day | 8K | $52K |
| Dec 10, 2021 | Brott Alan | Insider | Sell (S) | 3K | $17K |
| Apr 22, 2021 | McLendon Heath B | Insider | Buy (P) | 135 | $1K |
| Feb 12, 2021 | McLendon Heath B | Insider | Buy (P) | 170 | $1K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 17 | 11 | – |
Insiders Form 4 open-market | 1 | 0 | +$7K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EDF
This stock 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/EDF/capital-change-brief"
Use Arkolith's capital_change_brief for EDF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EDF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.