Among active 13F managers last quarter, 1 opened and 19 added, while 17 reduced; the largest holder to move was Key FInancial Inc (+2.1%).
159 tracked 13F filers disclose a position in EES as of the latest SEC 13F filings, a combined $404.1M 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 | Morgan Stanley | 735K | $42.7M | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 2 | UBS Group AG | 716K | $41.5M | ▼−0.7% Reduced · −5K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 595K | $34.5M | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 527K | $30.6M | ▼−3.5% Reduced · −19K sh | Q1 2026 | |
| 5 | Ameriprise Financial Inc | 453K | $26.3M | ▼−2.4% Reduced · −11K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 362K | $21.0M | ▼−4.1% Reduced · −15K sh | Q1 2026 | |
| 7 | Savant Capital, LLC | 340K | $21.4M | ▲+96% Added · +167K sh | Q2 2026 | |
| 8 | Key FInancial Inc | 294K | $19.9M | ▲+2.1% Added · +6K sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 204K | $11.9M | ▲+17% Added · +30K sh | Q1 2026 | |
| 10 | Wells Fargo & Company | 145K | $8.4M | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 11 | Arkadios Wealth Advisors | 139K | $9.4M | ▼−11% Reduced · −18K sh | Q2 2026 | |
| 12 | Linscomb Wealth, Inc. | 133K | $9.0M | ▼−3.9% Reduced · −5K sh | Q2 2026 | |
| 13 | Royal Bank Of Canada | 129K | $7.5M | ▲+27% Added · +27K sh | Q1 2026 | |
| 14 | Mariner, LLC | 124K | $7.2M | ▲+143% Added · +73K sh | Q1 2026 | |
| 15 | Shore Point Advisors, LLC | 94K | $6.4M | ▼−0.4% Reduced · −398 sh | Q2 2026 | |
| 16 | TopTier Wealth Management, LLC | 93K | $6.3M | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 17 | Waverly Advisors, LLC | 79K | $5.3M | ▼−0.1% Reduced · −60 sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 78K | $4.6M | ▲+1.0% Added · +813 sh | Q1 2026 | |
| 19 | Amplius Wealth Advisors, LLC | 66K | $4.5M | ▼−43% Reduced · −49K sh | Q2 2026 | |
| 20 | Culbertson A N & Co Inc | 61K | $4.1M | ▼−1.1% Reduced · −666 sh | Q2 2026 | |
| 21 | NewSquare Capital LLC | 57K | $3.9M | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 22 | JPMorgan Chase & Co | 49K | $2.8M | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | 48K | $3.3M | ▼−40% Reduced · −32K sh | Q2 2026 | |
| 24 | Susquehanna International Group, LLP | 47K | $2.7M | ▲+819% Added · +42K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | 47K | $2.7M | ▲+1.6% Added · +739 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.
Last quarter, 1 fund opened a new position in EES and 19 added to an existing one, while 17 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 | 75 funds | $43.8B |
| Microsoft CorpMSFT | 75 funds | $35.7B |
| Nvidia CorpNVDA | 74 funds | $52.7B |
| JPMorgan Chase & CoJPM | 74 funds | $11.2B |
| Amazon.com IncAMZN | 73 funds | $25.7B |
| Alphabet Inc-CL AGOOGL | 73 funds | $22.0B |
| Eli Lilly & CoLLY | 73 funds | $11.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 73 funds | $8.2B |
| Johnson & JohnsonJNJ | 72 funds | $7.7B |
| Abbvie IncABBV | 72 funds | $5.1B |
| Broadcom IncAVGO | 71 funds | $20.3B |
| Meta Platforms Inc-Class AMETA | 71 funds | $12.2B |
Ranked by how many of EES's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EES.
| Class | 13F holders | Value held |
|---|---|---|
| DLNcs | 450 funds | $3.8B |
| DONcs | 436 funds | $2.1B |
| DXJcs | 376 funds | $2.9B |
| DEMcs | 340 funds | $2.4B |
| DEScs | 339 funds | $1.0B |
| DHScs | 241 funds | $733.0M |
| DGScs | 238 funds | $1.0B |
| EPIcs | 237 funds | $1.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EES
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/EES/capital-change-brief"
Use Arkolith's capital_change_brief for EES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.