169 tracked 13F filers disclose a position in EDV as of the latest SEC 13F filings, a combined $1.2B 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 | JPMORGAN CHASE & CO | $267.4M | 4.1M | ▲238× Added · +4.1M sh | Q1 2026 | |
| 2 | MIDLAND WEALTH ADVISORS, LLC | $105.7M | 1.6M | ▲+13% Added · +182K sh | Q2 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $100.8M | 1.6M | ▼−1.9% Reduced · −30K 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 | $57.0M | 876K | —Held | Q2 2026 | |
| 7 | LPL Financial LLC | $55.6M | 855K | ▼−4.1% Reduced · −37K sh | Q1 2026 | |
| 8 | SBI Securities Co., Ltd. | $30.2M | 464K | ▼−20% Reduced · −115K sh | Q2 2026 | |
| 9 | JANE STREET GROUP, LLC | $24.7M | 380K | ▲79× Added · +376K sh | Q1 2026 | |
| 10 | EP Wealth Advisors, LLC | $24.1M | 370K | ▲+1.3% Added · +5K sh | Q2 2026 | |
| 11 | Valtinson Bruner Financial Planning LLC | $21.8M | 335K | ▲+1.4% Added · +5K sh | Q2 2026 | |
| 12 | Cadence Wealth Management LLC | $17.9M | 276K | ▼−28% Reduced · −108K sh | Q2 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $16.8M | 258K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 14 | Fluent Financial, LLC | $16.6M | 254K | ▼−52% Reduced · −276K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $16.3M | 251K | ▲+12% Added · +26K sh | Q1 2026 | |
| 16 | Hamilton Capital Partners Inc. | $14.8M | 228K | ▲+11% Added · +22K sh | Q2 2026 | |
| 17 | One Wealth Map LLC | $13.3M | 221K | ▲+22% Added · +39K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $14.4M | 221K | ▼−10.0% Reduced · −24K sh | Q1 2026 | |
| 19 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $14.4M | 221K | ▲+225% Added · +153K sh | Q2 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $14.3M | 219K | ▼−0.3% Reduced · −712 sh | Q2 2026 | |
| 21 | Tidal Investments LLC | $12.4M | 191K | ▲+1.5% Added · +3K sh | Q2 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $12.2M | 188K | ▼−11% Reduced · −24K sh | Q1 2026 | |
| 23 | Quadrature Capital Ltd | $11.6M | 178K | ▲New +178K sh | Q2 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 176K | ▼−31% Reduced · −77K sh | Q1 2026 | |
| 25 | Savant Capital, LLC | $10.9M | 168K | ▲New +168K 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, 9 funds opened a new position in EDV and 18 added to an existing one, while 16 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 | 79 funds | $26.0B |
| MICROSOFT CORPMSFT | 79 funds | $19.8B |
| APPLE INCAAPL | 79 funds | $18.4B |
| BROADCOM INCAVGO | 76 funds | $11.2B |
| VANGUARD S&P 500 ETFVOO | 76 funds | $4.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 75 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 75 funds | $3.1B |
| AMAZON.COM INCAMZN | 74 funds | $16.8B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 73 funds | $6.9B |
| ALPHABET INC-CL CGOOG | 70 funds | $13.8B |
| ELI LILLY & COLLY | 70 funds | $6.2B |
Ranked by how many of EDV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for EDV
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.
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.