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/EPS/capital-change-brief"
Use Arkolith's capital_change_brief for EPS. 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 | $126.6M | 1.9M | ▼−2.0% Reduced · −37K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $103.0M | 1.5M | ▲+5.6% Added · +80K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $60.6M | 890K | ▼−1.1% Reduced · −10K sh | Q1 2026 | |
| 4 | Lido Advisors, LLC | $54.4M | 799K | ▼−3.8% Reduced · −32K sh | Q1 2026 | |
| 5 | Private Advisor Group, LLC | $47.2M | 694K | ▲+5.3% Added · +35K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $45.0M | 660K | ▲+7.9% Added · +49K sh | Q1 2026 | |
| 7 | CWM, LLC | $31.7M | 466K | ▲+7.3% Added · +32K sh | Q1 2026 | |
| 8 | WealthPlan Investment Management, LLC | $31.3M | 459K | ▲+97% Added · +226K sh | Q1 2026 | |
| 9 | Team Financial Group, LLC | $35.6M | 457K | ▲+1.5% Added · +7K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | $19.2M | 281K | ▲+14% Added · +34K sh | Q1 2026 | |
| 11 | IEQ CAPITAL, LLC | $18.1M | 265K | —Held | Q1 2026 | |
| 12 | INTEGRITY ALLIANCE, LLC. | $17.9M | 262K | ▲+4.0% Added · +10K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 197K | ▲+3.7% Added · +7K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $13.0M | 191K | ▼−8.4% Reduced · −18K sh | Q1 2026 | |
| 15 | Stenger Family Office, LLC | $14.3M | 184K | ▼−4.0% Reduced · −8K sh | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $11.1M | 168K | ▲+21% Added · +30K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $9.6M | 141K | ▲+0.1% Added · +75 sh | Q1 2026 | |
| 18 | EASTERN BANK | $9.1M | 117K | ▲+6.3% Added · +7K sh | Q2 2026 | |
| 19 | Creative Planning | $6.1M | 90K | ▼−0.6% Reduced · −584 sh | Q1 2026 | |
| 20 | UBS Group AG | $6.0M | 87K | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 21 | VISTA INVESTMENT MANAGEMENT | $5.8M | 85K | ▼−2.3% Reduced · −2K sh | Q1 2026 | |
| 22 | TopTier Wealth Management, LLC | $6.2M | 80K | ▲+0.1% Added · +91 sh | Q2 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $5.3M | 78K | ▼−4.3% Reduced · −3K sh | Q1 2026 | |
| 24 | FLAGSHIP WEALTH ADVISORS, LLC | $4.9M | 77K | ▼−61% Reduced · −120K sh | Q1 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $5.2M | 76K | ▲+24% Added · +15K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 48 funds | $15.6B |
| APPLE INCAAPL | 48 funds | $13.8B |
| NVIDIA CORPNVDA | 48 funds | $13.2B |
| MICROSOFT CORPMSFT | 48 funds | $10.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $8.3B |
| AMAZON.COM INCAMZN | 48 funds | $8.2B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $4.8B |
| JPMORGAN CHASE & COJPM | 48 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 48 funds | $4.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 48 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 48 funds | $3.0B |
| WALMART INCWMT | 48 funds | $2.8B |
Ranked by how many of EPS'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EPS. 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.