Among active 13F managers last quarter, 2 opened and 1 added, while 4 reduced; the largest holder to move was Marotta Asset Management (+1.5%).
30 tracked 13F filers disclose a position in EIRL as of the latest SEC 13F filings, a combined $32.5M 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 | Marotta Asset Management | 165K | $13.0M | ▲+1.5% Added · +3K sh | Q2 2026 | |
| 2 | TD Waterhouse Canada Inc. | 61K | $4.8M | ▲+6.1% Added · +3K sh | Q2 2026 | |
| 3 | Aberdeen Group plc | 25K | $1.7M | ▼−5.3% Reduced · −1K sh | Q1 2026 | |
| 4 | Jane Street Group, LLC | 24K | $1.7M | ▲New +24K sh | Q1 2026 | |
| 5 | Finer Wealth Management, Inc. | 21K | $1.6M | ▲+1.2% Added · +242 sh | Q2 2026 | |
| 6 | Equitable Holdings, Inc. | 20K | $1.6M | ▼−3.4% Reduced · −700 sh | Q2 2026 | |
| 7 | Focus Partners Wealth | 18K | $1.3M | ▼−0.5% Reduced · −98 sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 16K | $1.1M | ▼−55% Reduced · −20K sh | Q1 2026 | |
| 9 | Texas Yale Capital Corp. | 13K | $888K | —Held | Q1 2026 | |
| 10 | Morgan Stanley | 12K | $841K | ▼−70% Reduced · −29K sh | Q1 2026 | |
| 11 | Curbstone Financial Management Corp | 11K | $892K | —Held | Q2 2026 | |
| 12 | Osaic Holdings, Inc. | 10K | $665K | ▲+5.1% Added · +466 sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 6K | $482K | ▼−67% Reduced · −13K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | 6K | $400K | —Held | Q1 2026 | |
| 15 | UBS Group AG | 5K | $339K | ▲+12% Added · +538 sh | Q1 2026 | |
| 16 | Wealthfront Advisers LLC | 5K | $385K | ▲+4.6% Added · +216 sh | Q2 2026 | |
| 17 | Idaho Trust Co | 4K | $316K | —Held | Q2 2026 | |
| 18 | CreativeOne Wealth, LLC | 3K | $243K | ▲New +3K sh | Q2 2026 | |
| 19 | Wells Fargo & Company | 2K | $171K | ▼−1.0% Reduced · −25 sh | Q1 2026 | |
| 20 | FMR LLC | 604 | $42K | —Held | Q1 2026 | |
| 21 | Allspring Global Investments Holdings, LLC | 400 | $32K | —Held | Q2 2026 | |
| 22 | Medallion Wealth Advisors, LLC | 283 | $19K | ▼−33% Reduced · −138 sh | Q2 2026 | |
| 23 | Breakwater Investment Management | 191 | $15K | —Held | Q2 2026 | |
| 24 | Creative Financial Designs Inc | 188 | $15K | ▼−70% Reduced · −436 sh | Q2 2026 | |
| 25 | Maryland Capital Advisors Inc. | 154 | $12K | —Held | 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 EIRL and 1 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 14 funds | $34.3B |
| Microsoft CorpMSFT | 14 funds | $29.1B |
| Amazon.com IncAMZN | 14 funds | $20.8B |
| Alphabet Inc-CL AGOOGL | 14 funds | $17.3B |
| Broadcom IncAVGO | 14 funds | $15.7B |
| Alphabet Inc-CL CGOOG | 14 funds | $12.3B |
| JPMorgan Chase & CoJPM | 14 funds | $7.3B |
| Johnson & JohnsonJNJ | 14 funds | $6.1B |
| Walmart IncWMT | 14 funds | $4.3B |
| Cisco Systems IncCSCO | 14 funds | $4.0B |
| Abbvie IncABBV | 14 funds | $3.8B |
| Coca-Cola CoKO | 14 funds | $3.7B |
Ranked by how many of EIRL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EIRL.
| Class | 13F holders | Value held |
|---|---|---|
| USMVmc | 1277 funds | $15.3B |
| GOVTmc | 878 funds | $40.8B |
| HDVmc | 811 funds | $5.8B |
| STIPmc | 770 funds | $11.4B |
| FLOTmc | 624 funds | $5.8B |
| INDAmc | 491 funds | $6.8B |
| EFAVmc | 485 funds | $3.5B |
| MCHImc | 274 funds | $1.9B |
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 EIRL
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/EIRL/capital-change-brief"
Use Arkolith's capital_change_brief for EIRL. 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 EIRL. Filings are public domain, sourced to SEC EDGAR.