| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | MIDLAND WEALTH ADVISORS, LLC | $93.7M | 1.44M | Added | Q1 2026 |
| 2 | RWA WEALTH PARTNERS, LLC | $56.9M | 875.8K | Held | Q1 2026 |
| 3 | SBI Securities Co., Ltd. | $37.6M | 578.8K | Reduced | Q1 2026 |
| 4 | EP Wealth Advisors, LLC | $23.7M | 365.0K | New | Q1 2026 |
| 5 | Beacon Capital Management, Inc. | $22.5M | 345.8K | New | Q1 2026 |
| 6 | MML INVESTORS SERVICES, LLC | $14.3M | 220.1K | Reduced | Q1 2026 |
| 7 | Tidal Investments LLC | $12.2M | 187.7K | New | Q1 2026 |
| 8 | Advisory Services Network, LLC | $5.7M | 88.2K | New | Q4 2025 |
| 9 | CITADEL ADVISORS LLC | $5.0M | 77.4K | Added | Q1 2026 |
| 10 | TECTONIC ADVISORS LLC | $4.6M | 71.5K | Reduced | Q1 2026 |
| 11 | RiverFront Investment Group, LLC | $3.6M | 56.2K | Added | Q1 2026 |
| 12 | Cassaday & Co Wealth Management LLC | $3.4M | 52.7K | Held | Q1 2026 |
| 13 | &PARTNERS | $3.3M | 51.5K | Added | Q1 2026 |
| 14 | Ameritas Advisory Services, LLC | $3.3M | 50.3K | Reduced | Q1 2026 |
| 15 | EXCHANGE TRADED CONCEPTS, LLC | $3.2M | 49.8K | Added | Q1 2026 |
| 16 | Gladstone Institutional Advisory LLC | $1.4M | 22.0K | Reduced | Q1 2026 |
| 17 | NewEdge Wealth, LLC | $1.3M | 20.1K | Added | Q1 2026 |
| 18 | IHT Wealth Management, LLC | $1.2M | 18.7K | Reduced | Q1 2026 |
| 19 | Financial Engines Advisors L.L.C. | $952K | 14.7K | Reduced | Q1 2026 |
| 20 | Kovack Advisors, Inc. | $726K | 11.2K | Held | Q1 2026 |
| 21 | PFG Advisors | $665K | 10.2K | Added | Q1 2026 |
| 22 | Rockefeller Capital Management L.P. | $523K | 8.0K | New | Q4 2025 |
| 23 | EVOKE WEALTH, LLC | $476K | 7.3K | Added | Q1 2026 |
| 24 | Stratos Wealth Advisors, LLC | $441K | 6.8K | Added | Q1 2026 |
| 25 | Equitable Holdings, Inc. | $408K | 6.3K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Broadcom LtdAVGO | 55 funds | $5.8B |
| Vanguard FTSE Developed Markets ETFVEA | 55 funds | $4.6B |
| Apple IncAAPL | 54 funds | $15.3B |
| Microsoft CorpMSFT | 54 funds | $12.2B |
| Amazon.com IncAMZN | 54 funds | $9.0B |
| Alphabet Inc Cl AGOOGL | 54 funds | $8.4B |
| Jpmorgan Chase & CoJPM | 54 funds | $5.5B |
| Bershire Hathaway inc DelBRK/B | 54 funds | $3.5B |
| LILLY ELI & CO COMLLY | 54 funds | $3.3B |
| Tesla IncTSLA | 54 funds | $2.9B |
| Chevron CorpCVX | 54 funds | $2.2B |
| TECHNOLOGY SELECT SECTOR SPDR ETFXLK | 54 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.