Among active 13F managers last quarter, 8 opened and 15 added, while 7 reduced; the largest holder to move was Shaker Financial Services, LLC (added). Over the last 180 days, 1 insider bought and none sold, a net +$503K in open-market trades.
Funds lean in and no leg opposes.
85 tracked 13F filers disclose a position in EOI as of the latest SEC 13F filings, a combined $173.4M 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 | Raymond James Financial Inc | 1.5M | $28.3M | ▲+3.8% Added · +55K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | 1.5M | $27.7M | ▲+89% Added · +693K sh | Q1 2026 | |
| 3 | Morgan Stanley | 816K | $15.3M | ▲+0.7% Added · +6K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 569K | $10.7M | ▼−4.4% Reduced · −26K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 545K | $10.2M | ▲+6.1% Added · +31K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 355K | $6.7M | ▲+37% Added · +96K sh | Q1 2026 | |
| 7 | Royal Bank Of Canada | 336K | $6.3M | ▲+2.3% Added · +8K sh | Q1 2026 | |
| 8 | Shaker Financial Services, LLC | 310K | $6.1M | ▲Added Added · +310K sh | Q2 2026 | |
| 9 | Guggenheim Capital LLC | 240K | $4.5M | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 10 | Roman Butler Fullerton & Co | 219K | $4.4M | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 11 | Ameriprise Financial Inc | 217K | $4.2M | ▲+1.3% Added · +3K sh | Q1 2026 | |
| 12 | Truist Financial Corp | 201K | $3.8M | ▲+5.8% Added · +11K sh | Q1 2026 | |
| 13 | UBS Group AG | 189K | $3.5M | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 14 | Elevation Point Wealth Partners, LLC | 185K | $3.6M | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 15 | Vestmark Advisory Solutions, Inc. | 183K | $3.6M | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 168K | $3.2M | ▼−16% Reduced · −33K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 141K | $2.8M | ▲+4.5% Added · +6K sh | Q2 2026 | |
| 18 | TPG Advisors LLC | 96K | $1.9M | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 19 | OxenFree Capital LLC | 93K | $1.8M | ▲+15% Added · +12K sh | Q2 2026 | |
| 20 | Farther Finance Advisors, LLC | 92K | $1.8M | ▲15× Added · +86K sh | Q1 2026 | |
| 21 | Allworth Financial LP | 90K | $1.7M | ▼−4.7% Reduced · −4K sh | Q1 2026 | |
| 22 | PMG Family Office LLC | 85K | $1.7M | ▲+3.5% Added · +3K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | 75K | $1.4M | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 24 | Ameritas Advisory Services, LLC | 74K | $1.5M | ▲+36% Added · +20K sh | Q2 2026 | |
| 25 | Lynx Investment Advisory | 56K | $1.1M | ▲New +56K 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, 8 funds opened a new position in EOI and 15 added to an existing one, while 7 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 |
|---|---|---|
| Amazon.com IncAMZN | 38 funds | $1.4B |
| Nvidia CorpNVDA | 37 funds | $2.3B |
| Microsoft CorpMSFT | 37 funds | $1.7B |
| Apple IncAAPL | 36 funds | $3.5B |
| JPMorgan Chase & CoJPM | 35 funds | $740.6M |
| Eli Lilly & CoLLY | 35 funds | $542.7M |
| Home Depot IncHD | 35 funds | $333.3M |
| Alphabet Inc-CL AGOOGL | 34 funds | $1.3B |
| Broadcom IncAVGO | 34 funds | $983.6M |
| Alphabet Inc-CL CGOOG | 34 funds | $788.4M |
| Berkshire Hathaway Inc-CL BBRK/B | 34 funds | $646.8M |
| Meta Platforms Inc-Class AMETA | 34 funds | $625.9M |
Ranked by how many of EOI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EOI.
| 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 |
| Apr 26, 2011 | Richardson Duncan W | Vice President | Buy (P) | 5K | $61K |
| Oct 27, 2008 | Richardson Duncan W | President | Buy (P) 2 lots, same day | 1K | $11K |
| Sep 29, 2008 | Richardson Duncan W | President | Buy (P) | 500 | $7K |
| Jul 15, 2008 | Richardson Duncan W | President | Buy (P) | 1K | $15K |
| Dec 20, 2007 | Richardson Duncan W | President | Buy (P) | 1K | $18K |
| Nov 21, 2007 | Richardson Duncan W | President | Buy (P) | 1K | $17K |
| Nov 12, 2007 | Richardson Duncan W | President | Buy (P) | 1K | $18K |
| Aug 20, 2007 | Richardson Duncan W | President | Buy (P) | 1K | $19K |
| Jul 27, 2007 | Richardson Duncan W | President | Buy (P) | 1K | $19K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 29 | 21 | – |
Insiders Form 4 open-market | 1 | 0 | +$503K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.