39 tracked 13F filers disclose a position in EHI as of the latest SEC 13F filings, a combined $20.9M 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 | AMERIPRISE FINANCIAL INC | $4.2M | 708K | ▲+0.7% Added · +5K sh | Q1 2026 | |
| 2 | Shaker Financial Services, LLC | $3.1M | 528K | ▲+34% Added · +134K sh | Q2 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $3.0M | 503K | ▼−28% Reduced · −200K sh | Q1 2026 | |
| 4 | GraniteShares Advisors LLC | $2.6M | 440K | ▲+15% Added · +58K sh | Q2 2026 | |
| 5 | J.W. COLE ADVISORS, INC. | $1.5M | 248K | ▲Added Added · +248K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $1.2M | 195K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $689K | 117K | ▼−15% Reduced · −20K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $661K | 112K | ▲+43% Added · +34K sh | Q1 2026 | |
| 9 | ROBINSON CAPITAL MANAGEMENT, LLC | $590K | 99K | —Held | Q2 2026 | |
| 10 | NewEdge Advisors, LLC | $544K | 92K | ▼−5.2% Reduced · −5K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $396K | 67K | ▲+110% Added · +35K sh | Q1 2026 | |
| 12 | UBS Group AG | $350K | 59K | ▲+19% Added · +9K sh | Q1 2026 | |
| 13 | Total Wealth Planning & Management, Inc. | $348K | 58K | ▲+14% Added · +7K sh | Q2 2026 | |
| 14 | ROYAL BANK OF CANADA | $255K | 43K | ▲+3.9% Added · +2K sh | Q1 2026 | |
| 15 | Quarry LP | $237K | 40K | ▼−79% Reduced · −148K sh | Q1 2026 | |
| 16 | SeaCrest Wealth Management, LLC | $179K | 30K | ▲New +30K sh | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $119K | 20K | ▼−0.6% Reduced · −118 sh | Q1 2026 | |
| 18 | Tactive Advisors, LLC | $109K | 18K | ▲+2.7% Added · +487 sh | Q2 2026 | |
| 19 | LEVIN CAPITAL STRATEGIES, L.P. | $109K | 18K | —Held | Q2 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $103K | 17K | ▼−4.6% Reduced · −840 sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $95K | 16K | ▲+20% Added · +3K sh | Q1 2026 | |
| 22 | SHUFRO ROSE & CO LLC | $79K | 13K | —Held | Q1 2026 | |
| 23 | Allspring Global Investments Holdings, LLC | $72K | 12K | ▲New +12K sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $71K | 12K | —Held | Q1 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $71K | 12K | ▲33× Added · +12K 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, 3 funds opened a new position in EHI and 6 added to an existing one, while 3 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $625.1M |
| NVIDIA CORPNVDA | 15 funds | $2.9B |
| APPLE INCAAPL | 15 funds | $2.6B |
| MICROSOFT CORPMSFT | 15 funds | $2.3B |
| AMAZON.COM INCAMZN | 15 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 15 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $854.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $769.6M |
| WALMART INCWMT | 15 funds | $687.9M |
| JPMORGAN CHASE & COJPM | 15 funds | $575.6M |
| JOHNSON & JOHNSONJNJ | 15 funds | $433.9M |
Ranked by how many of EHI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 10, 2026 | COLMAN CAROL L | Director | Sell (S) | 3K | $18K |
| May 27, 2025 | GRILLO ANTHONY | Director | Buy (P) | 2K | $13K |
| Nov 19, 2020 | CRONIN DANIEL P | Director | Sell (S) | 21K | $222K |
| Apr 30, 2020 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 21K | $174K |
| Apr 29, 2020 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 16K | $132K |
| Apr 28, 2020 | Weinstein Boaz | 10% Owner | Buy (P) | 12K | $97K |
| Apr 27, 2020 | Weinstein Boaz | 10% Owner | Buy (P) | 42K | $340K |
| Apr 23, 2020 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 28K | $230K |
| Apr 22, 2020 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 99K | $808K |
| Apr 21, 2020 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 544 | $4K |
| Apr 20, 2020 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 13K | $112K |
| Apr 17, 2020 | Saba Capital Management, L.P. | 10% Owner | Buy (P) | 17K | $148K |
Connected entities for EHI
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/EHI/capital-change-brief"
Use Arkolith's capital_change_brief for EHI. 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 EHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.