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/EDV/capital-change-brief"
Use Arkolith's capital_change_brief for EDV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $267.4M | 4.1M | ▲238× Added · +4.1M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $100.8M | 1.6M | ▼−1.9% Reduced · −30K sh | Q1 2026 | |
| 3 | MIDLAND WEALTH ADVISORS, LLC | $93.7M | 1.4M | ▲+2.2% Added · +31K sh | Q1 2026 | |
| 4 | Mirae Asset Global Investments Co., Ltd. | $68.6M | 1.1M | ▼−15% Reduced · −186K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $67.9M | 1.0M | ▲+2.6% Added · +27K sh | Q1 2026 | |
| 6 | RWA WEALTH PARTNERS, LLC | $56.9M | 876K | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | $55.6M | 855K | ▼−4.1% Reduced · −37K sh | Q1 2026 | |
| 8 | SBI Securities Co., Ltd. | $37.6M | 579K | ▼−2.1% Reduced · −12K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $24.7M | 380K | ▲79× Added · +376K sh | Q1 2026 | |
| 10 | EP Wealth Advisors, LLC | $23.7M | 365K | ▲New +365K sh | Q1 2026 | |
| 11 | Beacon Capital Management, Inc. | $22.5M | 346K | ▼−32% Reduced · −162K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $16.8M | 258K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 13 | Fluent Financial, LLC | $16.6M | 254K | ▼−52% Reduced · −276K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $16.3M | 251K | ▲+12% Added · +26K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $14.4M | 221K | ▼−10.0% Reduced · −24K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $14.3M | 220K | ▼−15% Reduced · −39K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $12.2M | 188K | ▼−11% Reduced · −24K sh | Q1 2026 | |
| 18 | Tidal Investments LLC | $12.2M | 188K | ▲71× Added · +185K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 176K | ▼−31% Reduced · −77K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $10.7M | 165K | ▲+13% Added · +18K sh | Q1 2026 | |
| 21 | NATIONAL BANK OF CANADA /FI/ | $10.6M | 164K | ▲+260% Added · +118K sh | Q1 2026 | |
| 22 | Jump Financial, LLC | $10.3M | 158K | ▲New +158K sh | Q1 2026 | |
| 23 | Causey Wealth LLC | $8.8M | 135K | ▲+15% Added · +18K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $8.8M | 135K | ▼−5.6% Reduced · −8K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $7.7M | 119K | ▼−10% Reduced · −14K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 54 funds | $5.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 54 funds | $4.6B |
| APPLE INCAAPL | 53 funds | $15.1B |
| MICROSOFT CORPMSFT | 53 funds | $12.0B |
| AMAZON.COM INCAMZN | 53 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 53 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 53 funds | $5.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 53 funds | $3.5B |
| ELI LILLY & COLLY | 53 funds | $3.3B |
| TESLA INCTSLA | 53 funds | $2.9B |
| CHEVRON CORPCVX | 53 funds | $2.2B |
| SS TECHNOLOGY SELECT SECTORXLK | 53 funds | $2.0B |
Ranked by how many of EDV'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 EDV. 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.