Among active 13F managers last quarter, 9 opened and 10 added, while 8 reduced; the largest holder to move was Hotchkis & Wiley Capital Management LLC (−0.5%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
73 tracked 13F filers disclose a position in EEX as of the latest SEC 13F filings, a combined $25.2M 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 | BlackRock, Inc. | 1.1M | $5.2M | ▼−1.8% Reduced · −21K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 588K | $2.7M | ▼−1.5% Reduced · −9K sh | Q1 2026 | |
| 3 | Hotchkis & Wiley Capital Management LLC | 584K | $2.6M | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 329K | $1.7M | ▼−5.1% Reduced · −18K sh | Q2 2026 | |
| 5 | Bank of New York Mellon Corp | 318K | $1.4M | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 6 | State Street Corp | 244K | $1.2M | ▼~0% Reduced · −84 sh | Q2 2026 | |
| 7 | Credit Industriel Et Commercial | 218K | $1.1M | ▲New +218K sh | Q2 2026 | |
| 8 | Renaissance Technologies LLC | 168K | $758K | ▼−5.2% Reduced · −9K sh | Q1 2026 | |
| 9 | Vanguard Capital Management LLC | 158K | $715K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 10 | Northern Trust Corp | 153K | $688K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 11 | Inspire Investing, LLC | 135K | $682K | ▲+22% Added · +25K sh | Q2 2026 | |
| 12 | Citadel Advisors LLC | 131K | $659K | ▲+129% Added · +74K sh | Q2 2026 | |
| 13 | Charles Schwab Investment Management Inc | 121K | $544K | ▲+0.4% Added · +440 sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 90K | $406K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 15 | Ameriprise Financial Inc | 86K | $388K | —Held | Q1 2026 | |
| 16 | Vanguard Portfolio Management LLC | 84K | $377K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 73K | $329K | ▲+24% Added · +14K sh | Q1 2026 | |
| 18 | Great Point Wealth Advisors, LLC | 68K | $343K | ▲New +68K sh | Q2 2026 | |
| 19 | Schonfeld Strategic Advisors LLC | 66K | $332K | ▲+2.1% Added · +1K sh | Q2 2026 | |
| 20 | Morgan Stanley | 52K | $234K | ▼−20% Reduced · −13K sh | Q1 2026 | |
| 21 | Jane Street Group, LLC | 44K | $200K | ▼−46% Reduced · −38K sh | Q1 2026 | |
| 22 | American Century Companies Inc | 39K | $177K | ▼−1.4% Reduced · −572 sh | Q1 2026 | |
| 23 | Sei Investments Co | 37K | $168K | ▲+100% Added · +19K sh | Q1 2026 | |
| 24 | UBS Group AG | 34K | $151K | ▼−3.6% Reduced · −1K sh | Q1 2026 | |
| 25 | O'shaughnessy Asset Management, LLC | 32K | $163K | ▼−14% Reduced · −5K sh | Q2 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, 9 funds opened a new position in EEX and 10 added to an existing one, while 8 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 |
|---|---|---|
| Chart Industries IncGTLS | 30 funds | $311.9M |
| Microsoft CorpMSFT | 29 funds | $51.6B |
| Amphenol Corp-CL AAPH | 29 funds | $4.5B |
| General Motors CoGM | 29 funds | $3.1B |
| Norfolk Southern CorpNSC | 29 funds | $2.4B |
| Apple IncAAPL | 28 funds | $54.7B |
| Tesla IncTSLA | 28 funds | $13.4B |
| Wells Fargo & CoWFC | 28 funds | $5.0B |
| Bank Of America CorpBAC | 28 funds | $4.8B |
| Caterpillar IncCAT | 28 funds | $3.8B |
| Arista Networks IncANET | 28 funds | $3.5B |
| Analog Devices IncADI | 28 funds | $3.3B |
Ranked by how many of EEX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EEX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2025 | Jouaneh Issa | President, Connections Group | Buy (P) | 10K | $48K |
| Nov 7, 2022 | Field Brian | Chief Operating Officer | Buy (P) 2 lots, same day | 3K | $11K |
| Aug 10, 2022 | Levin David Saul | Director | Buy (P) | 12K | $44K |
| May 11, 2022 | Levin David Saul | Director | Buy (P) | 40K | $121K |
| Mar 16, 2022 | Charles William | Chief Information Officer | Sell (S) | 3K | $9K |
| Mar 10, 2022 | Charles William | Chief Information Officer | Sell (S) | 5K | $17K |
| Mar 1, 2022 | Levin David Saul | Director | Buy (P) | 9K | $30K |
| Feb 28, 2022 | Levin David Saul | Director | Buy (P) | 20K | $73K |
| Nov 3, 2021 | Charles William | Chief Information Officer | Sell (S) 2 lots, same day | 21K | $99K |
| Nov 20, 2020 | Field Brian | Interim President & CEO | Buy (P) | 14K | $53K |
| Nov 16, 2020 | Gendel Mitchell | General Counsel | Buy (P) | 30K | $101K |
| Nov 5, 2019 | Charles William | Chief Information Officer | Sell (S) | 817 | $10K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 24 | 24 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EEX
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/EEX/capital-change-brief"
Use Arkolith's capital_change_brief for EEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EEX. Filings are public domain, sourced to SEC EDGAR.