20 tracked 13F filers disclose a position in EEA as of the latest SEC 13F filings, a combined $32.1M 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 | 1607 Capital Partners, LLC | $14.0M | 1.4M | ▼−11% Reduced · −180K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $6.9M | 699K | ▼−12% Reduced · −98K sh | Q1 2026 | |
| 3 | Shaker Financial Services, LLC | $5.5M | 501K | ▼−1.5% Reduced · −8K sh | Q2 2026 | |
| 4 | Uncommon Cents Investing LLC | $3.4M | 311K | ▼−0.2% Reduced · −500 sh | Q2 2026 | |
| 5 | MORGAN STANLEY | $649K | 66K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 6 | CSS LLC/IL | $327K | 33K | ▼−17% Reduced · −7K sh | Q1 2026 | |
| 7 | GABELLI FUNDS LLC | $319K | 32K | —Held | Q1 2026 | |
| 8 | Ancora Advisors LLC | $201K | 20K | —Held | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $179K | 18K | ▼−26% Reduced · −6K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $166K | 17K | ▲+17% Added · +2K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $156K | 16K | ▲+6.8% Added · +1K sh | Q1 2026 | |
| 12 | Logan Stone Capital, LLC | $153K | 15K | ▲+6.8% Added · +986 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $28K | 3K | ▲+100% Added · +1K sh | Q1 2026 | |
| 14 | UBS Group AG | $11K | 1K | ▼−57% Reduced · −1K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $10K | 1K | ▲+1.5% Added · +15 sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $5K | 501 | —Held | Q1 2026 | |
| 17 | US BANCORP \DE\ | $4K | 377 | —Held | Q1 2026 | |
| 18 | ASSETMARK, INC | $623 | 63 | —Held | Q1 2026 | |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | $475 | 48 | ▲+6.7% Added · +3 sh | Q1 2026 | |
| 20 | CITIGROUP INC | $49 | 5 | —Held | 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, 0 funds opened a new position in EEA and 1 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 17 funds | $26.6B |
| MICROSOFT CORPMSFT | 17 funds | $19.4B |
| JOHNSON & JOHNSONJNJ | 17 funds | $13.2B |
| AMAZON.COM INCAMZN | 17 funds | $11.9B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $11.1B |
| PROCTER & GAMBLE CO/THEPG | 17 funds | $10.4B |
| PFIZER INCPFE | 17 funds | $10.1B |
| PEPSICO INCPEP | 17 funds | $9.1B |
| WALT DISNEY CO/THEDIS | 17 funds | $8.6B |
| VERIZON COMMUNICATIONS INCVZ | 17 funds | $8.5B |
| AT&T INCT | 17 funds | $7.7B |
| GILEAD SCIENCES INCGILD | 17 funds | $7.2B |
Ranked by how many of EEA's institutional holders also hold each name, a cross-fund conviction signal.
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/EEA/capital-change-brief"
Use Arkolith's capital_change_brief for EEA. 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 EEA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.