Among active 13F managers last quarter, 4 opened and 15 added, while 16 reduced; the largest holder to move was Purpose Unlimited Inc. (+70%).
110 tracked 13F filers disclose a position in EELV as of the latest SEC 13F filings, a combined $323.2M 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 | Envestnet Asset Management Inc | 1.2M | $33.9M | ▲+0.9% Added · +11K sh | Q1 2026 | |
| 2 | PNC Financial Services Group, Inc. | 1.1M | $32.2M | ▲+0.8% Added · +10K sh | Q1 2026 | |
| 3 | Morgan Stanley | 986K | $27.7M | ▲+5.3% Added · +50K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 924K | $26.0M | ▲+2.7% Added · +24K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 667K | $18.7M | ▲+11% Added · +66K sh | Q1 2026 | |
| 6 | Purpose Unlimited Inc. | 576K | $16.2M | ▲+70% Added · +237K sh | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | 497K | $13.9M | ▼−3.9% Reduced · −20K sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 396K | $11.1M | ▲+10% Added · +37K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 396K | $11.1M | ▲+83% Added · +180K sh | Q1 2026 | |
| 10 | Rainey & Randall Wealth Advisors Inc. | 357K | $9.9M | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 11 | FMR LLC | 338K | $9.5M | ▲+4.7% Added · +15K sh | Q1 2026 | |
| 12 | Rhumbline Advisers | 328K | $9.2M | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 13 | Modern Wealth Management, LLC | 294K | $8.3M | ▲New +294K sh | Q1 2026 | |
| 14 | First Heartland Consultants, Inc. | 263K | $7.3M | ▲+79% Added · +117K sh | Q2 2026 | |
| 15 | Citigroup Inc | 247K | $6.9M | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 16 | UBS Group AG | 227K | $6.4M | ▼−8.5% Reduced · −21K sh | Q1 2026 | |
| 17 | Susquehanna International Group, LLP | 185K | $5.2M | ▲+462% Added · +152K sh | Q1 2026 | |
| 18 | Old Mission Capital LLC | 166K | $4.7M | ▼−32% Reduced · −78K sh | Q1 2026 | |
| 19 | Deutsche Bank AG | 157K | $4.4M | ▼−3.8% Reduced · −6K sh | Q1 2026 | |
| 20 | Brio Consultants, LLC | 147K | $4.1M | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 21 | Raymond James Financial Inc | 144K | $4.1M | ▲+4.4% Added · +6K sh | Q1 2026 | |
| 22 | Antonelli Financial Advisors, LLC | 139K | $3.9M | ▼−4.5% Reduced · −7K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | 126K | $3.6M | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 24 | BKM Wealth Management, LLC | 117K | $3.2M | ▲+7.1% Added · +8K sh | Q2 2026 | |
| 25 | Jane Street Group, LLC | 104K | $2.9M | ▲+706% Added · +91K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in EELV and 15 added to an existing one, while 16 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 |
|---|---|---|
| Apple IncAAPL | 48 funds | $11.9B |
| Microsoft CorpMSFT | 48 funds | $8.4B |
| JPMorgan Chase & CoJPM | 48 funds | $2.6B |
| Nvidia CorpNVDA | 47 funds | $11.9B |
| Amazon.com IncAMZN | 47 funds | $6.1B |
| Broadcom IncAVGO | 46 funds | $5.0B |
| Ishares Core S&P 500 ETFIVV | 46 funds | $4.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 46 funds | $3.0B |
| Invesco QQQ Trust Series 1QQQ | 46 funds | $2.4B |
| Tesla IncTSLA | 46 funds | $2.3B |
| Visa Inc-Class A SharesV | 46 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 45 funds | $5.2B |
Ranked by how many of EELV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EELV.
No filings captured for this ticker in the live stream yet.
Connected entities for EELV
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/EELV/capital-change-brief"
Use Arkolith's capital_change_brief for EELV. 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 EELV. Filings are public domain, sourced to SEC EDGAR.