72 tracked 13F filers disclose a position in EOI as of the latest SEC 13F filings, a combined $165.2M 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 | RAYMOND JAMES FINANCIAL INC | $28.3M | 1.5M | ▲+3.8% Added · +55K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $27.7M | 1.5M | ▲+89% Added · +693K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $15.3M | 816K | ▲+0.7% Added · +6K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $10.7M | 569K | ▼−4.4% Reduced · −26K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $10.2M | 545K | ▲+6.1% Added · +31K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $6.7M | 355K | ▲+37% Added · +96K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $6.3M | 336K | ▲+2.3% Added · +8K sh | Q1 2026 | |
| 8 | Shaker Financial Services, LLC | $6.1M | 310K | ▲Added Added · +310K sh | Q2 2026 | |
| 9 | GUGGENHEIM CAPITAL LLC | $4.5M | 240K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $4.2M | 217K | ▲+1.3% Added · +3K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $3.8M | 201K | ▲+5.8% Added · +11K sh | Q1 2026 | |
| 12 | UBS Group AG | $3.5M | 189K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 13 | ELEVATION POINT WEALTH PARTNERS, LLC | $3.5M | 188K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 14 | Vestmark Advisory Solutions, Inc. | $3.5M | 186K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $3.2M | 168K | ▼−16% Reduced · −33K sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $2.5M | 135K | ▲+121% Added · +74K sh | Q1 2026 | |
| 17 | TPG Advisors LLC | $1.9M | 96K | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 18 | OxenFree Capital LLC | $1.8M | 93K | ▲+15% Added · +12K sh | Q2 2026 | |
| 19 | Farther Finance Advisors, LLC | $1.8M | 92K | ▲15× Added · +86K sh | Q1 2026 | |
| 20 | Allworth Financial LP | $1.7M | 90K | ▼−4.7% Reduced · −4K sh | Q1 2026 | |
| 21 | PMG Family Office LLC | $1.7M | 85K | ▲+3.5% Added · +3K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $1.4M | 75K | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 23 | Lynx Investment Advisory | $1.1M | 56K | ▲New +56K sh | Q2 2026 | |
| 24 | Ameritas Advisory Services, LLC | $1.0M | 54K | ▼−6.1% Reduced · −4K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 54K | ▼−19% Reduced · −13K 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, 6 funds opened a new position in EOI and 12 added to an existing one, while 7 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 |
|---|---|---|
| APPLE INCAAPL | 31 funds | $3.2B |
| NVIDIA CORPNVDA | 31 funds | $2.1B |
| AMAZON.COM INCAMZN | 31 funds | $1.3B |
| MICROSOFT CORPMSFT | 30 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 30 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 30 funds | $657.8M |
| HOME DEPOT INCHD | 30 funds | $289.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $595.0M |
| WALMART INCWMT | 29 funds | $594.5M |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $593.5M |
| JOHNSON & JOHNSONJNJ | 29 funds | $511.4M |
Ranked by how many of EOI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 13, 2026 | Gaffney Charles | Insider | Buy (P) | 25K | $503K |
| Nov 24, 2021 | Nelson George R. | Portfolio Manager | Buy (P) | 5K | $100K |
| Jan 27, 2021 | QUINTON KEITH | Insider | Buy (P) | 4K | $58K |
Connected entities for EOI
This stock 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/EOI/capital-change-brief"
Use Arkolith's capital_change_brief for EOI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.