The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query EES owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EES"
Use Arkolith to show who owns EES, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $42.7M | 735K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 2 | UBS Group AG | $41.5M | 716K | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $34.5M | 595K | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $30.6M | 527K | ▼−3.5% Reduced · −19K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $26.3M | 453K | ▼−2.4% Reduced · −11K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $21.0M | 362K | ▼−4.1% Reduced · −15K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $11.9M | 204K | ▲+17% Added · +30K sh | Q1 2026 | |
| 8 | Savant Capital, LLC | $10.1M | 173K | ▼−5.1% Reduced · −9K sh | Q1 2026 | |
| 9 | Arkadios Wealth Advisors | $9.1M | 157K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $8.4M | 145K | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 11 | Linscomb Wealth, Inc. | $8.0M | 138K | ▼−13% Reduced · −20K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $7.5M | 129K | ▲+27% Added · +27K sh | Q1 2026 | |
| 13 | Mariner, LLC | $7.2M | 124K | ▲+143% Added · +73K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $4.6M | 80K | ▲+9.1% Added · +7K sh | Q1 2026 | |
| 15 | Waverly Advisors, LLC | $4.6M | 79K | ▼−0.3% Reduced · −201 sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 78K | ▲+1.0% Added · +813 sh | Q1 2026 | |
| 17 | Merit Financial Group, LLC | $4.4M | 76K | ▲+17% Added · +11K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $2.8M | 49K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 47K | ▲+819% Added · +42K sh | Q1 2026 | |
| 20 | Rockefeller Capital Management L.P. | $2.7M | 47K | ▲+1.6% Added · +739 sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $2.7M | 46K | ▼−6.4% Reduced · −3K sh | Q1 2026 | |
| 22 | Atria Investments, Inc | $2.6M | 44K | ▼−2.0% Reduced · −908 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $2.4M | 41K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 24 | &PARTNERS | $2.0M | 35K | ▲~0% Added · +1 sh | Q1 2026 | |
| 25 | Smartleaf Asset Management LLC | $1.6M | 28K | ▲+12% Added · +3K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 51 funds | $17.2B |
| NVIDIA CORPNVDA | 51 funds | $16.3B |
| MICROSOFT CORPMSFT | 51 funds | $12.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $9.5B |
| ALPHABET INC-CL AGOOGL | 51 funds | $9.0B |
| BROADCOM INCAVGO | 51 funds | $6.4B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 51 funds | $6.1B |
| ALPHABET INC-CL CGOOG | 51 funds | $5.8B |
| ISHARES CORE U.S. AGGREGATEAGG | 51 funds | $4.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 51 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 51 funds | $3.8B |
Ranked by how many of EES'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EES. 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.