Among active 13F managers last quarter, 3 opened and 13 added, while 2 reduced; the largest holder to move was Sowell Financial Services LLC (+1.7%).
51 tracked 13F filers disclose a position in EQIN as of the latest SEC 13F filings, a combined $161.9M 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 | LPL Financial LLC | 1.3M | $65.6M | ▼−4.0% Reduced · −55K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 610K | $30.0M | ▲+1.3% Added · +8K sh | Q1 2026 | |
| 3 | Stifel Financial Corp | 199K | $9.8M | ▲+16% Added · +27K sh | Q1 2026 | |
| 4 | Sowell Financial Services LLC | 193K | $9.9M | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 100K | $4.9M | ▲+43% Added · +30K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 94K | $4.6M | ▲+29% Added · +21K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | 94K | $4.8M | ▼−5.1% Reduced · −5K sh | Q2 2026 | |
| 8 | Gladstone Institutional Advisory LLC | 79K | $4.1M | ▲+6.5% Added · +5K sh | Q2 2026 | |
| 9 | Commonwealth Equity Services, LLC | 46K | $2.3M | ▲+2.8% Added · +1K sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | 40K | $2.0M | ▲+382% Added · +31K sh | Q2 2026 | |
| 11 | Prism Advisors, Inc. | 35K | $1.8M | ▲+0.5% Added · +163 sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 34K | $1.7M | ▲+217% Added · +24K sh | Q1 2026 | |
| 13 | Wealth Enhancement Advisory Services, LLC | 29K | $1.5M | ▲+8.0% Added · +2K sh | Q2 2026 | |
| 14 | Amara Financial, LLC. | 29K | $1.5M | ▲+3.0% Added · +846 sh | Q2 2026 | |
| 15 | Cornerstone Financial Management LLC | 27K | $1.4M | ▲+6.2% Added · +2K sh | Q2 2026 | |
| 16 | McDonald Partners LLC | 27K | $1.4M | ▲+15% Added · +3K sh | Q2 2026 | |
| 17 | Axis Wealth Partners, LLC | 26K | $1.3M | ▼−0.4% Reduced · −105 sh | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 24K | $1.2M | ▼−8.7% Reduced · −2K sh | Q1 2026 | |
| 19 | GeoWealth Management, LLC | 22K | $1.1M | ▲+1.8% Added · +385 sh | Q2 2026 | |
| 20 | Allworth Financial LP | 21K | $1.0M | ▼−0.1% Reduced · −31 sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | 19K | $974K | ▲+2.3% Added · +434 sh | Q2 2026 | |
| 22 | Parcion Private Wealth LLC | 19K | $957K | ▲+0.1% Added · +19 sh | Q2 2026 | |
| 23 | Westside Investment Management, Inc. | 17K | $893K | —Held | Q2 2026 | |
| 24 | Jones Financial Companies LLLP | 17K | $826K | ▲+40% Added · +5K sh | Q1 2026 | |
| 25 | JPMorgan Chase & Co | 17K | $825K | ▲+9.1% Added · +1K 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, 3 funds opened a new position in EQIN and 13 added to an existing one, while 2 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 |
|---|---|---|
| Apple IncAAPL | 19 funds | $3.4B |
| Amazon.com IncAMZN | 18 funds | $3.1B |
| Microsoft CorpMSFT | 18 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 18 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 18 funds | $780.2M |
| Tesla IncTSLA | 18 funds | $722.0M |
| Ishares Core S&P Small-Cap EIJR | 18 funds | $208.1M |
| Ishares Core S&P 500 ETFIVV | 17 funds | $14.1B |
| Nvidia CorpNVDA | 17 funds | $3.3B |
| Broadcom IncAVGO | 17 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 17 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.1B |
Ranked by how many of EQIN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EQIN.
| Class | 13F holders | Value held |
|---|---|---|
| RECSmc | 171 funds | $4.0B |
| MUSTmc | 75 funds | $467.7M |
| DIALmc | 51 funds | $267.3M |
| EQINthis pageUS EQUITY INCOME | 51 funds | $161.9M |
| CRUXSTOK | 44 funds | $1.3B |
| REVSmc | 34 funds | $214.9M |
| INEQINTL EQ INCO ETF | 30 funds | $70.3M |
| SBNDSHORT DURATION | 29 funds | $123.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EQIN
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/EQIN/capital-change-brief"
Use Arkolith's capital_change_brief for EQIN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EQIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.