139 tracked 13F filers disclose a position in EES as of the latest SEC 13F filings, a combined $383.5M 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 | 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 | Key FInancial Inc | $19.9M | 294K | ▲+2.1% Added · +6K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $11.9M | 204K | ▲+17% Added · +30K sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $10.1M | 173K | ▼−5.1% Reduced · −9K sh | Q1 2026 | |
| 10 | Arkadios Wealth Advisors | $9.1M | 157K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $8.4M | 145K | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 12 | Linscomb Wealth, Inc. | $9.0M | 133K | ▼−3.9% Reduced · −5K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $7.5M | 129K | ▲+27% Added · +27K sh | Q1 2026 | |
| 14 | Mariner, LLC | $7.2M | 124K | ▲+143% Added · +73K sh | Q1 2026 | |
| 15 | Shore Point Advisors, LLC | $6.4M | 94K | ▼−0.4% Reduced · −398 sh | Q2 2026 | |
| 16 | TopTier Wealth Management, LLC | $6.3M | 93K | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 17 | Waverly Advisors, LLC | $4.6M | 79K | ▼−0.3% Reduced · −201 sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 78K | ▲+1.0% Added · +813 sh | Q1 2026 | |
| 19 | Amplius Wealth Advisors, LLC | $4.5M | 66K | ▼−43% Reduced · −49K sh | Q2 2026 | |
| 20 | CULBERTSON A N & CO INC | $4.1M | 61K | ▼−1.1% Reduced · −666 sh | Q2 2026 | |
| 21 | NewSquare Capital LLC | $3.9M | 57K | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 22 | JPMORGAN CHASE & CO | $2.8M | 49K | ▲+8.9% Added · +4K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $3.3M | 48K | ▼−40% Reduced · −32K sh | Q2 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 47K | ▲+819% Added · +42K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $2.7M | 47K | ▲+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 18 added to an existing one, while 17 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 65 funds | $41.7B |
| MICROSOFT CORPMSFT | 64 funds | $34.9B |
| NVIDIA CORPNVDA | 63 funds | $52.7B |
| ALPHABET INC-CL AGOOGL | 63 funds | $21.4B |
| JPMORGAN CHASE & COJPM | 63 funds | $10.9B |
| AMAZON.COM INCAMZN | 62 funds | $24.3B |
| ELI LILLY & COLLY | 62 funds | $9.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 62 funds | $7.9B |
| ABBVIE INCABBV | 62 funds | $4.3B |
| JOHNSON & JOHNSONJNJ | 61 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $12.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 60 funds | $3.9B |
Ranked by how many of EES's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DLNcs | 388 funds | $3.7B |
| DONcs | 375 funds | $2.0B |
| DXJcs | 313 funds | $2.7B |
| DEScs | 293 funds | $983.9M |
| DEMcs | 289 funds | $2.3B |
| EPIcs | 215 funds | $1.0B |
| DHScs | 209 funds | $702.4M |
| DGScs | 198 funds | $938.2M |
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 stock 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 + 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.