976 tracked 13F filers disclose a position in EFG as of the latest SEC 13F filings, a combined $12.2B 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 | 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 | MML INVESTORS SERVICES, LLC | $241.5M | 1.9M | ▲+26% Added · +400K sh | Q2 2026 | |
| 9 | Envestnet Portfolio Solutions, Inc. | $235.4M | 1.9M | ▲+2.8% Added · +52K sh | Q2 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 | NewEdge Advisors, LLC | $134.5M | 1.1M | ▲+63% Added · +419K sh | Q2 2026 | |
| 16 | Sanctuary Advisors, LLC | $126.6M | 1.0M | ▲+19% Added · +162K sh | Q2 2026 | |
| 17 | FMR LLC | $110.3M | 990K | ▼−1.3% Reduced · −13K sh | Q1 2026 | |
| 18 | UBS Group AG | $110.1M | 988K | ▲+14% Added · +123K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.5M | 821K | ▲+24% Added · +160K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $85.1M | 764K | ▲+302% Added · +574K sh | Q1 2026 | |
| 21 | JB Capital LLC | $92.7M | 745K | ▲+6.5% Added · +45K sh | Q2 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.
Last quarter, 0 funds opened a new position in EFG and 21 added to an existing one, while 6 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 | 558 funds | $151.7B |
| MICROSOFT CORPMSFT | 555 funds | $125.5B |
| NVIDIA CORPNVDA | 549 funds | $176.5B |
| AMAZON.COM INCAMZN | 546 funds | $84.7B |
| ALPHABET INC-CL AGOOGL | 544 funds | $80.4B |
| ISHARES CORE S&P 500 ETFIVV | 542 funds | $35.1B |
| ALPHABET INC-CL CGOOG | 528 funds | $51.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 525 funds | $24.8B |
| JPMORGAN CHASE & COJPM | 519 funds | $35.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 516 funds | $19.8B |
| META PLATFORMS INC-CLASS AMETA | 512 funds | $47.9B |
| JOHNSON & JOHNSONJNJ | 508 funds | $22.3B |
Ranked by how many of EFG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for EFG
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.
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.