The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query EIPI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EIPI"
Use Arkolith to show who owns EIPI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arvest Bank Trust Division | $41.2M | 1.8M | ▲+11% Added · +185K sh | Q1 2026 | |
| 2 | Modern Wealth Management, LLC | $17.9M | 804K | ▼−2.7% Reduced · −23K sh | Q1 2026 | |
| 3 | Summit Financial, LLC | $5.0M | 223K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 4 | Sowell Financial Services LLC | $3.1M | 140K | ▼−6.6% Reduced · −10K sh | Q1 2026 | |
| 5 | Kingsview Wealth Management, LLC | $2.8M | 125K | ▼−0.3% Reduced · −314 sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $2.2M | 97K | ▲+157% Added · +59K sh | Q1 2026 | |
| 7 | KINGSWOOD WEALTH ADVISORS, LLC | $2.1M | 93K | ▲+17% Added · +13K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 82K | ▼−28% Reduced · −32K sh | Q1 2026 | |
| 9 | BROWN BROTHERS HARRIMAN & CO | $1.7M | 76K | ▼−19% Reduced · −18K sh | Q1 2026 | |
| 10 | D.A. DAVIDSON & CO. | $1.5M | 68K | ▼−13% Reduced · −10K sh | Q1 2026 | |
| 11 | Cresset Asset Management, LLC | $1.2M | 54K | —Held | Q1 2026 | |
| 12 | MGO ONE SEVEN LLC | $1.1M | 49K | ▼~0% Reduced · −15 sh | Q1 2026 | |
| 13 | AlTi Global, Inc. | $1.1M | 48K | —Held | Q1 2026 | |
| 14 | Private Advisor Group, LLC | $1.1M | 48K | ▲+0.5% Added · +223 sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | $1.1M | 47K | ▲+8.0% Added · +4K sh | Q1 2026 | |
| 16 | OPPENHEIMER & CO INC | $964K | 43K | ▼−4.2% Reduced · −2K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $920K | 41K | ▲+9.3% Added · +3K sh | Q1 2026 | |
| 18 | MAI Capital Management | $911K | 41K | ▼−0.2% Reduced · −67 sh | Q1 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $871K | 39K | ▲+77% Added · +17K sh | Q1 2026 | |
| 20 | Moors & Cabot, Inc. | $714K | 32K | ▲+2.9% Added · +907 sh | Q1 2026 | |
| 21 | IHT Wealth Management, LLC | $676K | 30K | ▲+2.0% Added · +600 sh | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $507K | 23K | ▲+32% Added · +6K sh | Q1 2026 | |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $450K | 20K | ▲+1.1% Added · +225 sh | Q1 2026 | |
| 24 | Kovack Advisors, Inc. | $430K | 19K | ▲+9.5% Added · +2K sh | Q1 2026 | |
| 25 | CreativeOne Wealth, LLC | $393K | 17K | ▼−6.9% Reduced · −1K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| BUFRmc | 205 funds | $5.9B |
| FIXDmc | 149 funds | $2.3B |
| UCONmc | 133 funds | $2.2B |
| FFEBmc | 96 funds | $242.8M |
| FJANmc | 94 funds | $278.5M |
| EIPIthis pagemc | 91 funds | $291.9M |
| FNOVmc | 90 funds | $220.8M |
| FOCTmc | 85 funds | $195.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 54 funds | $16.9B |
| APPLE INCAAPL | 54 funds | $16.8B |
| NVIDIA CORPNVDA | 54 funds | $13.9B |
| MICROSOFT CORPMSFT | 54 funds | $12.8B |
| VANGUARD S&P 500 ETFVOO | 54 funds | $10.0B |
| AMAZON.COM INCAMZN | 54 funds | $9.1B |
| BROADCOM INCAVGO | 54 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 54 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 54 funds | $5.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 54 funds | $5.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 54 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 54 funds | $4.7B |
Ranked by how many of EIPI'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.