| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $63.2M | 1.9M | ▼−0.8% Reduced · −15K sh | Q1 2026 | |
| 2 | Copeland Capital Management, LLC | $53.0M | 1.6M | ▲+45% Added · +492K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $43.1M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 4 | TORTOISE CAPITAL ADVISORS, L.L.C. | $39.5M | 1.2M | ▲+1.5% Added · +18K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $35.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 6 | Ranger Investment Management, L.P. | $30.0M | 897K | ▼−27% Reduced · −324K sh | Q1 2026 | |
| 7 | FMR LLC | $28.0M | 839K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $25.0M | 749K | ▲+6.5% Added · +46K sh | Q1 2026 | |
| 9 | KAYNE ANDERSON CAPITAL ADVISORS LP | $21.6M | 647K | ▼−29% Reduced · −265K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $19.5M | 584K | ▼−7.9% Reduced · −50K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $18.5M | 552K | ▲+5.8% Added · +30K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | $16.9M | 505K | ▲+34% Added · +127K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $16.6M | 497K | ▼−2.2% Reduced · −11K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $14.6M | 440K | ▲+30% Added · +102K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $13.4M | 401K | ▲+12% Added · +44K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | $11.5M | 343K | ▲+151% Added · +207K sh | Q1 2026 | |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $11.5M | 343K | ▲31× Added · +332K sh | Q1 2026 | |
| 18 | Russell Investments Group, Ltd. | $10.9M | 325K | ▼−13% Reduced · −47K sh | Q1 2026 | |
| 19 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $10.9M | 325K | ▲New +325K sh | Q1 2026 | |
| 20 | EMERALD ADVISERS, LLC | $10.5M | 316K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $10.2M | 306K | ▼−3.5% Reduced · −11K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $9.5M | 286K | ▲+133% Added · +163K sh | Q1 2026 | |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8.2M | 244K | ▼−33% Reduced · −118K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $8.1M | 243K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 230K | ▲+28% Added · +51K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 78 funds | $27.7B |
| ALPHABET INC-CL AGOOGL | 76 funds | $18.6B |
| BROADCOM INCAVGO | 76 funds | $15.5B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $12.9B |
| ELI LILLY & COLLY | 76 funds | $7.0B |
| AMAZON.COM INCAMZN | 75 funds | $21.2B |
| COSTCO WHOLESALE CORPCOST | 75 funds | $4.8B |
| VISTRA CORPVST | 74 funds | $918.5M |
| NVIDIA CORPNVDA | 73 funds | $41.5B |
| APPLE INCAAPL | 73 funds | $31.3B |
| MICRON TECHNOLOGY INCMU | 73 funds | $6.2B |
| BANK OF AMERICA CORPBAC | 73 funds | $3.2B |
Ranked by how many of EE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 20, 2026 | Simpson Oliver | See Remarks | Sell (S) | 6K | $205K |
| Apr 18, 2022 | Waldo Robert | Director | Buy (P) | 21K | $500K |
| Apr 18, 2022 | Bancroft Calvin A | See Remarks | Buy (P) | 1K | $29K |
| Apr 18, 2022 | Armstrong Dana A | See Remarks | Buy (P) | 400 | $10K |
| Apr 18, 2022 | Millican Don P. | Director | Buy (P) | 7K | $161K |
| Apr 18, 2022 | Broussard Amy Thompson | See Remarks | Buy (P) | 2K | $36K |
| Apr 18, 2022 | Kobos Steven M | President and CEO, Director | Buy (P) | 265K | $6.4M |
| Apr 18, 2022 | Bustos Daniel H | See Remarks | Buy (P) | 141K | $3.4M |
| Apr 18, 2022 | Bent Michael Anthony | See Remarks | Buy (P) | 8K | $180K |
| Apr 18, 2022 | Kleemeier Henry G | Director | Buy (P) | 5K | $120K |
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/EE/capital-change-brief"
Use Arkolith's capital_change_brief for EE. 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 EE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.