Among active 13F managers last quarter, 2 opened and 3 added, while 5 reduced; the largest holder to move was 1607 Capital Partners, LLC (−8.3%).
28 tracked 13F filers disclose a position in EEA as of the latest SEC 13F filings, a combined $38.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 1.3M | $14.3M | ▼−8.3% Reduced · −117K sh | Q2 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | 674K | $7.4M | ▼−3.5% Reduced · −24K sh | Q2 2026 | |
| 3 | Shaker Financial Services, LLC | 501K | $5.5M | ▼−1.5% Reduced · −8K sh | Q2 2026 | |
| 4 | Uncommon Cents Investing Inc | 311K | $3.4M | ▼−0.2% Reduced · −500 sh | Q2 2026 | |
| 5 | Atlas Wealth LLC | 267K | $2.9M | ▲New +267K sh | Q2 2026 | |
| 6 | Matisse Capital | 188K | $2.1M | —Held | Q2 2026 | |
| 7 | Morgan Stanley | 66K | $649K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 8 | Blue Bell Private Wealth Management, LLC | 45K | $493K | ▲+26% Added · +9K sh | Q2 2026 | |
| 9 | CSS LLC | 33K | $327K | ▼−17% Reduced · −7K sh | Q1 2026 | |
| 10 | Gabelli Funds LLC | 32K | $319K | —Held | Q1 2026 | |
| 11 | Citadel Advisors LLC | 27K | $301K | ▲+51% Added · +9K sh | Q2 2026 | |
| 12 | Ancora Advisors LLC | 20K | $223K | —Held | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 17K | $166K | ▲+17% Added · +2K sh | Q1 2026 | |
| 14 | LPL Financial LLC | 16K | $156K | ▲+6.8% Added · +1K sh | Q1 2026 | |
| 15 | Logan Stone Capital, LLC | 15K | $153K | ▲+6.8% Added · +986 sh | Q1 2026 | |
| 16 | Calamos Advisors LLC | 15K | $167K | ▲New +15K sh | Q2 2026 | |
| 17 | Spirepoint Private Client, LLC | 11K | $121K | —Held | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 3K | $28K | ▲+100% Added · +1K sh | Q1 2026 | |
| 19 | Nalls Sherbakoff Group, LLC | 2K | $22K | —Held | Q2 2026 | |
| 20 | UBS Group AG | 1K | $11K | ▼−57% Reduced · −1K sh | Q1 2026 | |
| 21 | Jones Financial Companies LLLP | 1K | $10K | ▲+1.5% Added · +15 sh | Q1 2026 | |
| 22 | Thomas J. Herzfeld Advisors, Inc. | 993 | $11K | ▲+29% Added · +221 sh | Q2 2026 | |
| 23 | Wells Fargo & Company | 501 | $5K | —Held | Q1 2026 | |
| 24 | US Bancorp | 377 | $4K | —Held | Q1 2026 | |
| 25 | Phillip James Consulting Co. | 122 | $1K | ▲New +122 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, 2 funds opened a new position in EEA and 3 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Meta Platforms Inc-Class AMETA | 12 funds | $2.0B |
| Microsoft CorpMSFT | 11 funds | $3.1B |
| Tesla IncTSLA | 11 funds | $1.3B |
| Johnson & JohnsonJNJ | 11 funds | $933.8M |
| Chevron CorpCVX | 11 funds | $594.0M |
| Oracle CorpORCL | 11 funds | $508.4M |
| Procter & Gamble CoPG | 11 funds | $264.2M |
| General Dynamics CorpGD | 11 funds | $260.6M |
| Nvidia CorpNVDA | 10 funds | $6.7B |
| Apple IncAAPL | 10 funds | $4.3B |
| Amazon.com IncAMZN | 10 funds | $3.7B |
| Alphabet Inc-CL AGOOGL | 10 funds | $2.7B |
Ranked by how many of EEA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EEA.
Connected entities for EEA
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 + the live filing stream, joined for EEA. Filings are public domain, sourced to SEC EDGAR.