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/EFG/capital-change-brief"
Use Arkolith's capital_change_brief for EFG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.5B | 22.4M | ▲+742% Added · +19.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $880.6M | 7.9M | ▲+267% Added · +5.8M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $530.3M | 4.8M | ▲+82% Added · +2.2M sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $524.4M | 4.7M | ▲+35% Added · +1.2M sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $462.9M | 4.3M | ▲+11% Added · +425K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $369.6M | 3.4M | ▲+54% Added · +1.2M sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $245.9M | 2.2M | ▲+125% Added · +1.2M sh | Q1 2026 | |
| 8 | Envestnet Portfolio Solutions, Inc. | $204.9M | 1.8M | ▲16× Added · +1.7M sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $171.7M | 1.5M | ▲+295% Added · +1.2M sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $164.0M | 1.5M | ▲+167% Added · +920K sh | Q1 2026 | |
| 11 | US BANCORP \DE\ | $145.3M | 1.3M | ▼−0.5% Reduced · −7K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $140.7M | 1.3M | ▲+9.2% Added · +107K sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $138.3M | 1.2M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $121.7M | 1.1M | ▲+42% Added · +323K sh | Q1 2026 | |
| 15 | FMR LLC | $110.3M | 990K | ▼−1.3% Reduced · −13K sh | Q1 2026 | |
| 16 | UBS Group AG | $110.1M | 988K | ▲+14% Added · +123K sh | Q1 2026 | |
| 17 | Sanctuary Advisors, LLC | $95.3M | 856K | ▲+59% Added · +317K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.5M | 821K | ▲+24% Added · +160K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $85.1M | 764K | ▲+302% Added · +574K sh | Q1 2026 | |
| 20 | JB Capital LLC | $77.9M | 699K | ▲43× Added · +683K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $73.8M | 662K | ▲+392% Added · +528K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.7M | 653K | ▼−2.3% Reduced · −16K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $70.5M | 633K | ▲+44% Added · +195K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $69.0M | 620K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 25 | Focus Partners Wealth | $67.3M | 604K | ▼−4.3% Reduced · −27K 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 | 202 funds | $104.5B |
| MICROSOFT CORPMSFT | 202 funds | $77.9B |
| ALPHABET INC-CL CGOOG | 202 funds | $29.0B |
| APPLE INCAAPL | 201 funds | $90.5B |
| AMAZON.COM INCAMZN | 201 funds | $53.5B |
| META PLATFORMS INC-CLASS AMETA | 201 funds | $27.4B |
| ALPHABET INC-CL AGOOGL | 200 funds | $52.1B |
| VANGUARD S&P 500 ETFVOO | 200 funds | $19.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 200 funds | $19.7B |
| VISA INC-CLASS A SHARESV | 200 funds | $17.2B |
| COSTCO WHOLESALE CORPCOST | 200 funds | $13.5B |
| ISHARES CORE S&P 500 ETFIVV | 199 funds | $25.7B |
Ranked by how many of EFG'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 EFG. 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.