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.
| # | 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. | $149.1M | 4.6M | ▲+4.8% Added · +213K sh | Q1 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 | RAYMOND JAMES FINANCIAL INC | $5.7M | 177K | ▲+4.3% Added · +7K sh | Q1 2026 | |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | $5.2M | 161K | ▲New +161K sh | Q1 2026 | |
| 8 | Vestmark Advisory Solutions, Inc. | $5.2M | 161K | ▲New +161K 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 | $2.8M | 88K | ▼−24% Reduced · −28K sh | Q1 2026 | |
| 13 | SCS Capital Management LLC | $2.7M | 84K | —Held | Q1 2026 | |
| 14 | Arax Advisory Partners | $2.2M | 69K | ▲+0.3% Added · +191 sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 56K | ▲+192% Added · +37K sh | Q1 2026 | |
| 16 | HBW ADVISORY SERVICES LLC | $1.6M | 52K | ▲+1.6% Added · +848 sh | Q2 2026 | |
| 17 | Integrated Wealth Concepts LLC | $1.3M | 40K | ▼−4.1% Reduced · −2K sh | Q1 2026 | |
| 18 | UBS Group AG | $1.2M | 38K | ▲+1.3% Added · +479 sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.2M | 38K | ▲+122% Added · +21K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $1.2M | 36K | ▲+193% Added · +24K sh | Q1 2026 | |
| 21 | Modern Wealth Management, LLC | $1.1M | 35K | ▲+8.2% Added · +3K sh | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $885K | 28K | ▲+2.8% Added · +742 sh | Q1 2026 | |
| 23 | StoneX Group Inc. | $829K | 26K | ▲+4.1% Added · +1K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $816K | 25K | ▼−2.5% Reduced · −662 sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $810K | 25K | ▲+203% Added · +17K 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 |
|---|---|---|
| VANGUARD FTSE DEVELOPED ETFVEA | 23 funds | $2.5B |
| SPDR GOLD SHARESGLD | 23 funds | $1.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 23 funds | $1.3B |
| SS ENERGY SELECT SECTORXLE | 23 funds | $547.2M |
| VANGUARD REAL ESTATE ETFVNQ | 23 funds | $194.5M |
| NVIDIA CORPNVDA | 22 funds | $9.0B |
| APPLE INCAAPL | 22 funds | $8.4B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $7.7B |
| MICROSOFT CORPMSFT | 22 funds | $6.1B |
| AMAZON.COM INCAMZN | 22 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 22 funds | $4.3B |
| VANGUARD S&P 500 ETFVOO | 22 funds | $4.1B |
Ranked by how many of EIPX'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 + 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. Every panel above is one call to the Arkolith API & MCP server.