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/EPOL/capital-change-brief"
Use Arkolith's capital_change_brief for EPOL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State of Tennessee, Department of Treasury | $49.8M | 1.4M | ▼−8.5% Reduced · −128K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $27.7M | 799K | ▲+17% Added · +118K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $19.3M | 531K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $14.4M | 396K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 5 | UBS Group AG | $14.2M | 391K | ▼−21% Reduced · −101K sh | Q1 2026 | |
| 6 | BANQUE PICTET & CIE SA | $8.4M | 232K | ▼−1.2% Reduced · −3K sh | Q1 2026 | |
| 7 | Robertson Stephens Wealth Management, LLC | $7.4M | 202K | ▲12× Added · +185K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $7.3M | 202K | ▼−3.8% Reduced · −8K sh | Q1 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $6.3M | 173K | ▲New +173K sh | Q1 2026 | |
| 10 | Korea Investment CORP | $5.9M | 162K | —Held | Q1 2026 | |
| 11 | TD Waterhouse Canada Inc. | $5.7M | 157K | ▼−17% Reduced · −31K sh | Q1 2026 | |
| 12 | Csenge Advisory Group | $5.1M | 141K | ▲+0.4% Added · +585 sh | Q1 2026 | |
| 13 | CoreCap Advisors, LLC | $5.0M | 138K | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $4.9M | 136K | ▲+16% Added · +18K sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | $4.8M | 133K | ▲+640% Added · +115K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $3.3M | 90K | ▼−22% Reduced · −26K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $3.2M | 89K | ▲+8.3% Added · +7K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $2.9M | 81K | ▲New +81K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $2.7M | 74K | ▼−23% Reduced · −23K sh | Q1 2026 | |
| 20 | Spectrum Strategic Capital Management, LLC | $2.6M | 71K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 21 | Point72 Asset Management, L.P. | $2.5M | 69K | ▼−53% Reduced · −80K sh | Q1 2026 | |
| 22 | Cavalier Investments, LLC | $1.8M | 50K | ▼−8.2% Reduced · −4K sh | Q1 2026 | |
| 23 | Knights of Columbus Asset Advisors LLC | $1.7M | 47K | ▲New +47K sh | Q1 2026 | |
| 24 | Sepio Capital, LP | $1.5M | 42K | ▼−69% Reduced · −93K sh | Q1 2026 | |
| 25 | Arizona PSPRS Trust | $1.5M | 42K | ▼−66% Reduced · −82K sh | Q4 2025 |
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 |
|---|---|---|
| MICROSOFT CORPMSFT | 42 funds | $13.9B |
| BROADCOM INCAVGO | 42 funds | $6.9B |
| ALPHABET INC-CL CGOOG | 42 funds | $6.8B |
| VISA INC-CLASS A SHARESV | 42 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 42 funds | $3.9B |
| ELI LILLY & COLLY | 42 funds | $3.7B |
| EXXON MOBIL CORPXOM | 42 funds | $3.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 42 funds | $2.9B |
| MASTERCARD INC - AMA | 42 funds | $2.4B |
| NETFLIX INCNFLX | 42 funds | $2.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 42 funds | $1.5B |
| LAM RESEARCH CORPLRCX | 42 funds | $1.1B |
Ranked by how many of EPOL'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 EPOL. 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.