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/EEMS/capital-change-brief"
Use Arkolith's capital_change_brief for EEMS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Connor, Clark & Lunn Investment Management Ltd. | $69.5M | 1.0M | —Held | Q1 2026 | |
| 2 | MML INVESTORS SERVICES, LLC | $15.2M | 219K | ▲+13% Added · +26K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $14.2M | 206K | ▲+9.6% Added · +18K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 193K | ▲+2.3% Added · +4K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $11.9M | 172K | ▲+6.4% Added · +10K sh | Q1 2026 | |
| 6 | Checchi Capital Advisers, LLC | $11.2M | 162K | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 7 | Savant Capital, LLC | $8.3M | 119K | ▲+79% Added · +53K sh | Q1 2026 | |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $8.2M | 119K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $7.3M | 105K | ▼−3.4% Reduced · −4K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $7.2M | 104K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.4M | 79K | ▲+26% Added · +16K sh | Q1 2026 | |
| 12 | Texas Yale Capital Corp. | $4.6M | 66K | ▲+1.3% Added · +840 sh | Q1 2026 | |
| 13 | Pathway Financial Advisors LLC | $4.2M | 56K | ▲+1.2% Added · +689 sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 55K | ▼−1.3% Reduced · −721 sh | Q1 2026 | |
| 15 | Sowell Financial Services LLC | $3.4M | 49K | ▼−0.5% Reduced · −240 sh | Q1 2026 | |
| 16 | UBS Group AG | $2.9M | 42K | ▲+6.9% Added · +3K sh | Q1 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $2.9M | 42K | ▲+21% Added · +7K sh | Q1 2026 | |
| 18 | Creative Planning | $2.9M | 41K | ▼−1.8% Reduced · −740 sh | Q1 2026 | |
| 19 | BlackRock, Inc. | $2.5M | 37K | ▼−0.9% Reduced · −347 sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 34K | ▲+579% Added · +29K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $2.3M | 34K | ▼−68% Reduced · −72K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $2.2M | 32K | ▼−7.4% Reduced · −3K sh | Q1 2026 | |
| 23 | Pure Financial Advisors, LLC | $1.7M | 25K | ▼−0.8% Reduced · −199 sh | Q1 2026 | |
| 24 | VICTORY CAPITAL MANAGEMENT INC | $1.7M | 25K | ▲+36% Added · +7K sh | Q1 2026 | |
| 25 | Summit Financial, LLC | $1.6M | 23K | ▲+2.4% Added · +535 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 |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $12.6B |
| APPLE INCAAPL | 37 funds | $12.0B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $10.2B |
| MICROSOFT CORPMSFT | 37 funds | $9.1B |
| AMAZON.COM INCAMZN | 37 funds | $8.1B |
| BROADCOM INCAVGO | 37 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 37 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 37 funds | $4.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $2.9B |
| ELI LILLY & COLLY | 37 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 37 funds | $2.1B |
| EXXON MOBIL CORPXOM | 37 funds | $2.1B |
Ranked by how many of EEMS'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 EEMS. 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.