53 tracked 13F filers disclose a position in EIPX as of the latest SEC 13F filings, a combined $468.9M 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 | FIDUCIARY TRUST CO | $162.2M | 5.0M | ▼−2.9% Reduced · −151K sh | Q1 2026 | |
| 2 | AlTi Global, Inc. | $154.4M | 4.9M | ▲+6.3% Added · +295K sh | Q2 2026 | |
| 3 | Cerity Partners OCIO LLC | $76.2M | 2.4M | —Held | Q1 2026 | |
| 4 | LPL Financial LLC | $10.5M | 326K | ▲+23% Added · +61K sh | Q1 2026 | |
| 5 | STIFEL FINANCIAL CORP | $7.9M | 246K | ▲+60% Added · +92K sh | Q1 2026 | |
| 6 | ELEVATION POINT WEALTH PARTNERS, LLC | $5.7M | 183K | ▲+13% Added · +22K sh | Q2 2026 | |
| 7 | Vestmark Advisory Solutions, Inc. | $5.7M | 182K | ▲+13% Added · +21K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $5.7M | 177K | ▲+4.3% Added · +7K sh | Q1 2026 | |
| 9 | Rockefeller Capital Management L.P. | $3.6M | 111K | ▼−7.3% Reduced · −9K sh | Q1 2026 | |
| 10 | CWM, LLC | $3.5M | 110K | ▲+11% Added · +11K sh | Q1 2026 | |
| 11 | EASTERN BANK | $3.1M | 98K | ▲+25% Added · +19K sh | Q2 2026 | |
| 12 | Summit Trail Advisors, LLC | $2.9M | 92K | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 13 | SCS Capital Management LLC | $2.6M | 84K | —Held | Q2 2026 | |
| 14 | Arax Advisory Partners | $2.2M | 71K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 15 | TOUNJIAN ADVISORY PARTNERS, LLC | $2.0M | 64K | ▲New +64K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | $1.8M | 57K | ▲+41% Added · +16K sh | Q2 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 56K | ▲+192% Added · +37K sh | Q1 2026 | |
| 18 | HBW ADVISORY SERVICES LLC | $1.6M | 52K | ▲+1.6% Added · +848 sh | Q2 2026 | |
| 19 | UBS Group AG | $1.2M | 38K | ▲+1.3% Added · +479 sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $1.2M | 38K | ▲+122% Added · +21K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $1.2M | 36K | ▲+193% Added · +24K sh | Q1 2026 | |
| 22 | Modern Wealth Management, LLC | $1.1M | 35K | ▲+8.2% Added · +3K sh | Q1 2026 | |
| 23 | Signal Advisors Wealth, LLC | $1.0M | 32K | ▲New +32K sh | Q2 2026 | |
| 24 | StoneX Group Inc. | $917K | 29K | ▲+14% Added · +4K sh | Q2 2026 | |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $891K | 28K | ▲+14% Added · +3K 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, 6 funds opened a new position in EIPX and 12 added to an existing one, while 2 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 23 funds | $16.9B |
| APPLE INCAAPL | 23 funds | $16.6B |
| AMAZON.COM INCAMZN | 23 funds | $14.2B |
| ALPHABET INC-CL AGOOGL | 23 funds | $12.3B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 23 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 23 funds | $5.9B |
| CITIGROUP INCC | 23 funds | $5.1B |
| TESLA INCTSLA | 23 funds | $4.0B |
| WALMART INCWMT | 23 funds | $4.0B |
| COCA-COLA CO/THEKO | 23 funds | $3.8B |
| VANGUARD S&P 500 ETFVOO | 23 funds | $3.1B |
Ranked by how many of EIPX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| LMBSmc | 428 funds | $4.7B |
| FTSMmc | 396 funds | $4.9B |
| KNGmc | 288 funds | $1.8B |
| FCVTSSI STRG ETF | 59 funds | $76.1M |
| EIPXthis pagemc | 53 funds | $468.9M |
| HISFHIGH INCM STRGC | 34 funds | $73.5M |
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 EIPX
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/EIPX/capital-change-brief"
Use Arkolith's capital_change_brief for EIPX. 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 EIPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.