145 tracked 13F filers disclose a position in EIPI as of the latest SEC 13F filings, a combined $354.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.7M | $61.8M | ▲+3.3% Added · +87K sh | Q1 2026 | |
| 2 | Arvest Bank Trust Division | 1.8M | $38.4M | ▼−3.9% Reduced · −71K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 1.3M | $28.9M | ▲+12% Added · +141K sh | Q1 2026 | |
| 4 | Coastal Bridge Advisors, LLC | 1.0M | $22.4M | ▲+1.1% Added · +11K sh | Q2 2026 | |
| 5 | UBS Group AG | 892K | $20.1M | ▲+2.1% Added · +18K sh | Q1 2026 | |
| 6 | Modern Wealth Management, LLC | 809K | $17.7M | ▲+0.6% Added · +5K sh | Q2 2026 | |
| 7 | Royal Bank Of Canada | 808K | $18.2M | ▲+9.5% Added · +70K sh | Q1 2026 | |
| 8 | Wealthspire Advisors, LLC | 774K | $17.4M | ▼−6.3% Reduced · −52K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 667K | $15.0M | ▲+55% Added · +235K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 282K | $6.3M | ▲+3.7% Added · +10K sh | Q1 2026 | |
| 11 | Wells Fargo & Company | 228K | $5.1M | ▲+53% Added · +79K sh | Q1 2026 | |
| 12 | Summit Financial, LLC | 215K | $4.7M | ▼−3.5% Reduced · −8K sh | Q2 2026 | |
| 13 | HB Wealth Management, LLC | 208K | $4.5M | ▲New +208K sh | Q2 2026 | |
| 14 | Triad Wealth Partners, LLC | 187K | $4.2M | ▲New +187K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | 175K | $3.9M | ▲+7.4% Added · +12K sh | Q1 2026 | |
| 16 | Paller Financial Services Inc | 173K | $3.8M | ▼−3.8% Reduced · −7K sh | Q2 2026 | |
| 17 | Z3 Capital Partners, LLC | 155K | $3.4M | ▼−0.3% Reduced · −435 sh | Q2 2026 | |
| 18 | Retirement Planning Co of New England, Inc. | 146K | $3.2M | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 19 | Cambridge Advisors Inc. | 142K | $3.1M | ▼−2.8% Reduced · −4K sh | Q2 2026 | |
| 20 | Nottingham Advisors, Inc. | 141K | $3.2M | ▲+0.5% Added · +684 sh | Q2 2026 | |
| 21 | NWF Advisory Services Inc. | 137K | $3.0M | ▼−0.7% Reduced · −950 sh | Q2 2026 | |
| 22 | Sowell Financial Services LLC | 134K | $2.9M | ▼−4.2% Reduced · −6K sh | Q2 2026 | |
| 23 | Stifel Financial Corp | 128K | $2.9M | ▼−0.7% Reduced · −908 sh | Q1 2026 | |
| 24 | Kingsview Wealth Management, LLC | 125K | $2.7M | ▲+0.1% Added · +149 sh | Q2 2026 | |
| 25 | Susquehanna International Group, LLP | 114K | $2.6M | ▲+350% Added · +88K 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, 22 funds added to an existing position in EIPI, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
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 + the live filing stream, joined for EIPI. Filings are public domain, sourced to SEC EDGAR.