64 tracked 13F filers disclose a position in EDOW as of the latest SEC 13F filings, a combined $216.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $61.9M | 1.5M | ▲+97% Added · +751K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $49.3M | 1.2M | ▲+11% Added · +122K sh | Q1 2026 | |
| 3 | Vestmark Advisory Solutions, Inc. | $23.1M | 570K | ▲+116% Added · +307K sh | Q1 2026 | |
| 4 | UBS Group AG | $9.3M | 229K | ▲1k× Added · +229K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 204K | ▲+1.2% Added · +2K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 123K | ▲+93% Added · +59K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.9M | 121K | ▼−22% Reduced · −34K sh | Q1 2026 | |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $4.8M | 119K | ▲New +119K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $4.2M | 104K | ▲+269% Added · +75K sh | Q1 2026 | |
| 10 | Ignite Planners, LLC | $4.2M | 94K | ▲+0.1% Added · +54 sh | Q2 2026 | |
| 11 | GUARDIAN WEALTH ADVISORS, LLC / NC | $3.4M | 84K | ▼−0.2% Reduced · −197 sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $3.3M | 82K | ▲+47% Added · +26K sh | Q1 2026 | |
| 13 | Wealthcare Advisory Partners LLC | $3.4M | 77K | ▲+7.2% Added · +5K sh | Q2 2026 | |
| 14 | Kovack Advisors, Inc. | $2.9M | 65K | ▲~0% Added · +1 sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $2.3M | 58K | ▼−15% Reduced · −10K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $2.1M | 48K | ▼−1.8% Reduced · −887 sh | Q2 2026 | |
| 17 | Ameritas Advisory Services, LLC | $1.6M | 40K | ▲~0% Added · +3 sh | Q1 2026 | |
| 18 | Gateway Wealth Partners, LLC | $1.6M | 39K | ▲+310% Added · +29K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.5M | 38K | ▲New +38K sh | Q1 2026 | |
| 20 | Harvest Investment Services, LLC | $1.2M | 30K | ▼−3.1% Reduced · −965 sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $1.1M | 26K | ▲+0.8% Added · +197 sh | Q1 2026 | |
| 22 | Gratus Wealth Advisors, LLC | $1.1M | 26K | —Held | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | $996K | 25K | ▼−88% Reduced · −186K sh | Q1 2026 | |
| 24 | Atria Investments, Inc | $1.1M | 24K | ▼−7.2% Reduced · −2K sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $949K | 23K | ▲+52% Added · +8K 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 EDOW and 10 added to an existing one, while 7 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 |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $12.9B |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $11.7B |
| MICROSOFT CORPMSFT | 30 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $6.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 30 funds | $5.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 30 funds | $4.8B |
| BROADCOM INCAVGO | 30 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 30 funds | $4.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 30 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 30 funds | $3.5B |
Ranked by how many of EDOW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.