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/EEMA/capital-change-brief"
Use Arkolith's capital_change_brief for EEMA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $85.1M | 889K | ▼−64% Reduced · −1.6M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $71.1M | 742K | ▼−59% Reduced · −1.1M sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $57.0M | 596K | ▼−64% Reduced · −1.1M sh | Q1 2026 | |
| 4 | WestEnd Advisors, LLC | $55.3M | 577K | ▼−66% Reduced · −1.1M sh | Q1 2026 | |
| 5 | Madison Asset Management, LLC | $35.2M | 368K | ▼−6.3% Reduced · −25K sh | Q1 2026 | |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | $33.0M | 344K | ▲+4.4% Added · +15K sh | Q1 2026 | |
| 7 | Gateway Wealth Partners, LLC | $32.8M | 343K | ▲+103% Added · +174K sh | Q1 2026 | |
| 8 | PGIM Custom Harvest LLC | $32.6M | 340K | ▲+47% Added · +110K sh | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $29.1M | 304K | ▼−64% Reduced · −547K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $23.0M | 240K | ▼−17% Reduced · −47K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $21.7M | 227K | ▼−31% Reduced · −103K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $21.6M | 225K | ▲New +225K sh | Q1 2026 | |
| 13 | Vontobel Holding Ltd. | $21.2M | 221K | ▲16× Added · +207K sh | Q1 2026 | |
| 14 | VICTORY CAPITAL MANAGEMENT INC | $21.1M | 220K | ▼−66% Reduced · −433K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $14.3M | 149K | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 16 | ASSETMARK, INC | $11.1M | 116K | ▼−63% Reduced · −200K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $8.9M | 93K | ▼−8.0% Reduced · −8K sh | Q1 2026 | |
| 18 | OLD MISSION CAPITAL LLC | $8.8M | 92K | ▲New +92K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $8.7M | 91K | ▲+12% Added · +10K sh | Q1 2026 | |
| 20 | Nicholas Hoffman & Company, LLC. | $6.7M | 70K | —Held | Q1 2026 | |
| 21 | UBS Group AG | $6.4M | 67K | ▲+39% Added · +19K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $6.2M | 65K | ▼−9.3% Reduced · −7K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $6.1M | 63K | ▼−47% Reduced · −56K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $3.7M | 39K | ▲+4.6% Added · +2K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $3.4M | 35K | ▼−40% Reduced · −23K 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 | 56 funds | $17.9B |
| JPMORGAN CHASE & COJPM | 56 funds | $8.1B |
| ALPHABET INC-CL CGOOG | 56 funds | $7.1B |
| VISA INC-CLASS A SHARESV | 56 funds | $5.2B |
| ELI LILLY & COLLY | 56 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 56 funds | $4.2B |
| MASTERCARD INC - AMA | 56 funds | $3.6B |
| CISCO SYSTEMS INCCSCO | 56 funds | $2.5B |
| BLACKROCK INCBLK | 56 funds | $1.8B |
| WELLS FARGO & COWFC | 56 funds | $1.4B |
| MORGAN STANLEYMS | 56 funds | $1.4B |
| INTUIT INCINTU | 56 funds | $1.1B |
Ranked by how many of EEMA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EEMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.