Among active 13F managers last quarter, 6 opened and 10 added, while 8 reduced; the largest holder to move was Kirkwood Financial Services (new position).
72 tracked 13F filers disclose a position in EDOW as of the latest SEC 13F filings, a combined $255.2M 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 | 1.5M | $61.9M | ▲+97% Added · +751K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 1.2M | $49.3M | ▲+11% Added · +122K sh | Q1 2026 | |
| 3 | Modern Wealth Management, LLC | 649K | $28.6M | ▲New +649K sh | Q2 2026 | |
| 4 | Vestmark Advisory Solutions, Inc. | 570K | $25.1M | —Held | Q2 2026 | |
| 5 | UBS Group AG | 229K | $9.3M | ▲1k× Added · +229K sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 204K | $8.3M | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 7 | Kirkwood Financial Services | 140K | $6.2M | ▲New +140K sh | Q2 2026 | |
| 8 | Envestnet Asset Management Inc | 123K | $5.0M | ▲+93% Added · +59K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 121K | $4.9M | ▼−22% Reduced · −34K sh | Q1 2026 | |
| 10 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 119K | $4.8M | ▲New +119K sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 104K | $4.2M | ▲+269% Added · +75K sh | Q1 2026 | |
| 12 | Ignite Planners, LLC | 94K | $4.2M | ▲+0.1% Added · +54 sh | Q2 2026 | |
| 13 | Guardian Wealth Advisors, LLC / NC | 84K | $3.7M | ▲+0.9% Added · +750 sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | 82K | $3.3M | ▲+47% Added · +26K sh | Q1 2026 | |
| 15 | Wealthcare Advisory Partners LLC | 77K | $3.4M | ▲+7.2% Added · +5K sh | Q2 2026 | |
| 16 | Kovack Advisors, Inc. | 65K | $2.9M | ▲~0% Added · +1 sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 58K | $2.3M | ▼−15% Reduced · −10K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | 48K | $2.1M | ▼−1.8% Reduced · −887 sh | Q2 2026 | |
| 19 | Ameritas Advisory Services, LLC | 44K | $1.9M | ▲+7.7% Added · +3K sh | Q2 2026 | |
| 20 | Jane Street Group, LLC | 38K | $1.5M | ▲New +38K sh | Q1 2026 | |
| 21 | Harvest Investment Services, LLC | 31K | $1.4M | ▲+2.9% Added · +876 sh | Q2 2026 | |
| 22 | Sanctuary Advisors, LLC | 29K | $1.3M | ▲+30% Added · +7K sh | Q2 2026 | |
| 23 | Bank Of America Corp | 26K | $1.1M | ▲+0.8% Added · +197 sh | Q1 2026 | |
| 24 | Gratus Wealth Advisors, LLC | 26K | $1.1M | —Held | Q2 2026 | |
| 25 | MML Investors Services, LLC | 26K | $1.1M | ▲+10% Added · +2K sh | 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, 6 funds opened a new position in EDOW and 10 added to an existing one, while 8 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 | 28 funds | $41.8B |
| Apple IncAAPL | 28 funds | $34.1B |
| Microsoft CorpMSFT | 28 funds | $27.8B |
| Amazon.com IncAMZN | 28 funds | $20.6B |
| Alphabet Inc-CL CGOOG | 28 funds | $11.5B |
| Caterpillar IncCAT | 28 funds | $3.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 28 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 27 funds | $16.3B |
| Ishares Core S&P 500 ETFIVV | 27 funds | $16.2B |
| Broadcom IncAVGO | 27 funds | $15.5B |
| Meta Platforms Inc-Class AMETA | 27 funds | $9.0B |
| Eli Lilly & CoLLY | 27 funds | $8.7B |
Ranked by how many of EDOW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EDOW.
No filings captured for this ticker in the live stream yet.
Connected entities for EDOW
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/EDOW/capital-change-brief"
Use Arkolith's capital_change_brief for EDOW. 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 EDOW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.