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/EPU/capital-change-brief"
Use Arkolith's capital_change_brief for EPU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF NOVA SCOTIA | $234.2M | 2.9M | ▲+115% Added · +1.6M sh | Q1 2026 | |
| 2 | JANE STREET GROUP, LLC | $23.1M | 286K | ▲New +286K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $12.8M | 159K | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 4 | UBS Group AG | $10.9M | 135K | ▼−8.5% Reduced · −13K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $5.9M | 73K | ▲+33% Added · +18K sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $5.3M | 66K | ▲New +66K sh | Q1 2026 | |
| 7 | Advisory Services Network, LLC | $4.4M | 54K | ▲+442% Added · +44K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $4.3M | 54K | ▲+13% Added · +6K sh | Q1 2026 | |
| 9 | Cavalier Investments, LLC | $3.7M | 46K | ▲New +46K sh | Q1 2026 | |
| 10 | Korea Investment CORP | $3.1M | 39K | —Held | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 35K | ▲+376% Added · +27K sh | Q1 2026 | |
| 12 | NATIXIS | $1.8M | 23K | ▼−2.4% Reduced · −570 sh | Q1 2026 | |
| 13 | LPL Financial LLC | $1.8M | 23K | ▲+142% Added · +13K sh | Q1 2026 | |
| 14 | DAVENPORT & Co LLC | $1.8M | 22K | ▼−0.1% Reduced · −30 sh | Q2 2026 | |
| 15 | BlackRock, Inc. | $1.5M | 19K | ▲90× Added · +19K sh | Q1 2026 | |
| 16 | FIFTH THIRD SECURITIES, INC. | $1.5M | 18K | ▼−8.4% Reduced · −2K sh | Q2 2026 | |
| 17 | Sanctuary Advisors, LLC | $1.4M | 17K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $1.2M | 15K | ▲+25% Added · +3K sh | Q1 2026 | |
| 19 | Texas Yale Capital Corp. | $1.1M | 14K | —Held | Q1 2026 | |
| 20 | SCOTIA CAPITAL INC. | $943K | 12K | ▲+1.3% Added · +150 sh | Q1 2026 | |
| 21 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $804K | 10K | ▲+0.2% Added · +19 sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $589K | 7K | ▼−18% Reduced · −2K sh | Q1 2026 | |
| 23 | TRUST CO OF OKLAHOMA | $590K | 7K | —Held | Q2 2026 | |
| 24 | HighTower Advisors, LLC | $488K | 6K | ▲+17% Added · +882 sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $452K | 6K | ▲+3.8% Added · +207 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $21.8B |
| MICROSOFT CORPMSFT | 19 funds | $13.8B |
| ALPHABET INC-CL AGOOGL | 19 funds | $9.5B |
| BROADCOM INCAVGO | 19 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 19 funds | $6.8B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $6.6B |
| ALPHABET INC-CL CGOOG | 19 funds | $6.3B |
| TESLA INCTSLA | 19 funds | $3.9B |
| COSTCO WHOLESALE CORPCOST | 19 funds | $3.5B |
| ELI LILLY & COLLY | 19 funds | $3.5B |
| VISA INC-CLASS A SHARESV | 19 funds | $3.2B |
| WALMART INCWMT | 19 funds | $3.1B |
Ranked by how many of EPU'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 EPU. 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.