| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | $22.4M | 2.3M | ▼−35% Reduced · −1.2M sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $15.7M | 1.6M | ▲+1.3% Added · +20K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $11.2M | 1.1M | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 4 | Hennion & Walsh Asset Management, Inc. | $10.9M | 1.1M | ▼−16% Reduced · −211K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $8.1M | 834K | ▲+6.0% Added · +47K sh | Q1 2026 | |
| 6 | Advisors Asset Management, Inc. | $7.3M | 749K | ▼−1.2% Reduced · −9K sh | Q1 2026 | |
| 7 | Wealthspire Advisors, LLC | $5.5M | 568K | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 473K | ▲+22% Added · +84K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $4.4M | 454K | ▲+14% Added · +54K sh | Q1 2026 | |
| 10 | Allspring Global Investments Holdings, LLC | $4.3M | 443K | —Held | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $4.2M | 431K | ▼−0.1% Reduced · −513 sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $3.9M | 401K | ▼−31% Reduced · −181K sh | Q1 2026 | |
| 13 | UBS Group AG | $2.6M | 265K | ▲+8.8% Added · +22K sh | Q1 2026 | |
| 14 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $2.2M | 230K | ▲+179% Added · +147K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $2.1M | 219K | ▲+19% Added · +35K sh | Q1 2026 | |
| 16 | Dakota Wealth Management | $2.0M | 201K | ▼−3.2% Reduced · −7K sh | Q1 2026 | |
| 17 | Fiera Capital Corp | $1.6M | 163K | ▼−44% Reduced · −131K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $1.5M | 158K | ▲+60% Added · +59K sh | Q1 2026 | |
| 19 | JFS WEALTH ADVISORS, LLC | $1.3M | 137K | ▼−0.2% Reduced · −225 sh | Q1 2026 | |
| 20 | MACKAY SHIELDS LLC | $1.2M | 126K | ▼−61% Reduced · −193K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $1.0M | 107K | ▲+19% Added · +17K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $970K | 99K | ▲+31% Added · +23K sh | Q1 2026 | |
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | $798K | 82K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $770K | 79K | ▲+37% Added · +21K sh | Q1 2026 | |
| 25 | Summit Trail Advisors, LLC | $694K | 71K | ▲New +71K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 36 funds | $12.2B |
| APPLE INCAAPL | 34 funds | $13.3B |
| ALPHABET INC-CL AGOOGL | 34 funds | $9.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $7.8B |
| BROADCOM INCAVGO | 34 funds | $6.3B |
| JOHNSON & JOHNSONJNJ | 34 funds | $3.2B |
| ELI LILLY & COLLY | 34 funds | $2.8B |
| HOME DEPOT INCHD | 34 funds | $2.1B |
| CHEVRON CORPCVX | 34 funds | $1.9B |
| ABBVIE INCABBV | 34 funds | $1.8B |
| KLA CORPKLAC | 34 funds | $934.7M |
| CONOCOPHILLIPSCOP | 34 funds | $560.0M |
Ranked by how many of EIM's institutional holders also hold each name, a cross-fund conviction signal.
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/EIM/capital-change-brief"
Use Arkolith's capital_change_brief for EIM. 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 EIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.