128 tracked 13F filers disclose a position in EIPI as of the latest SEC 13F filings, a combined $325.0M 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 | MORGAN STANLEY | $61.8M | 2.7M | ▲+3.3% Added · +87K sh | Q1 2026 | |
| 2 | Arvest Bank Trust Division | $41.2M | 1.8M | ▲+11% Added · +185K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $28.9M | 1.3M | ▲+12% Added · +141K sh | Q1 2026 | |
| 4 | UBS Group AG | $20.1M | 892K | ▲+2.1% Added · +18K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $18.2M | 808K | ▲+9.5% Added · +70K sh | Q1 2026 | |
| 6 | Modern Wealth Management, LLC | $17.9M | 804K | ▼−2.7% Reduced · −23K sh | Q1 2026 | |
| 7 | Wealthspire Advisors, LLC | $17.4M | 774K | ▼−6.3% Reduced · −52K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $15.0M | 667K | ▲+55% Added · +235K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $6.3M | 282K | ▲+3.7% Added · +10K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $5.1M | 228K | ▲+53% Added · +79K sh | Q1 2026 | |
| 11 | Summit Financial, LLC | $5.0M | 223K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 12 | HB Wealth Management, LLC | $4.5M | 208K | ▲New +208K sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | $3.9M | 175K | ▲+7.4% Added · +12K sh | Q1 2026 | |
| 14 | Paller Financial Services Inc | $3.8M | 173K | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 15 | Z3 Capital Partners, LLC | $3.4M | 155K | ▼−0.3% Reduced · −435 sh | Q2 2026 | |
| 16 | Retirement Planning Co of New England, Inc. | $3.2M | 146K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 17 | Cambridge Advisors Inc. | $3.1M | 142K | ▼−2.8% Reduced · −4K sh | Q2 2026 | |
| 18 | NOTTINGHAM ADVISORS, INC. | $3.2M | 141K | ▲+0.5% Added · +684 sh | Q2 2026 | |
| 19 | NWF Advisory Services Inc. | $3.0M | 137K | ▼−0.7% Reduced · −950 sh | Q2 2026 | |
| 20 | Sowell Financial Services LLC | $2.9M | 134K | ▼−4.2% Reduced · −6K sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $2.9M | 128K | ▼−0.7% Reduced · −908 sh | Q1 2026 | |
| 22 | Kingsview Wealth Management, LLC | $2.8M | 125K | ▼−0.3% Reduced · −314 sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 114K | ▲+350% Added · +88K sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $2.1M | 95K | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 86K | ▲+4.3% Added · +4K 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, 2 funds opened a new position in EIPI and 21 added to an existing one, while 16 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 |
|---|---|---|
| NVIDIA CORPNVDA | 63 funds | $46.2B |
| APPLE INCAAPL | 63 funds | $37.4B |
| MICROSOFT CORPMSFT | 63 funds | $31.5B |
| AMAZON.COM INCAMZN | 62 funds | $20.6B |
| ALPHABET INC-CL CGOOG | 62 funds | $12.4B |
| JOHNSON & JOHNSONJNJ | 61 funds | $6.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 61 funds | $6.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 61 funds | $3.7B |
| ELI LILLY & COLLY | 60 funds | $8.6B |
| JPMORGAN CHASE & COJPM | 60 funds | $7.9B |
| WALMART INCWMT | 60 funds | $5.9B |
| CISCO SYSTEMS INCCSCO | 60 funds | $4.2B |
Ranked by how many of EIPI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 411 funds | $6.9B |
| FIXDmc | 256 funds | $2.5B |
| UCONmc | 227 funds | $2.5B |
| FFEBmc | 143 funds | $340.7M |
| FAUGmc | 141 funds | $221.2M |
| FJANmc | 131 funds | $329.0M |
| EIPIthis pagemc | 128 funds | $325.0M |
| FJUNmc | 122 funds | $279.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EIPI
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/EIPI/capital-change-brief"
Use Arkolith's capital_change_brief for EIPI. 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 EIPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.