Among active 13F managers last quarter, 1 opened and 8 added, while 5 reduced; the largest holder to move was Perryman Financial Advisory Inc (+2.9%).
63 tracked 13F filers disclose a position in EQL as of the latest SEC 13F filings, a combined $318.1M 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 | Bank Of America Corp | 1.7M | $79.5M | ▲+8.4% Added · +129K sh | Q1 2026 | |
| 2 | Ameriprise Financial Inc | 1.0M | $47.9M | ▲+56% Added · +362K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 986K | $46.9M | ▼−7.4% Reduced · −79K sh | Q1 2026 | |
| 4 | Morgan Stanley | 801K | $38.1M | ▼−24% Reduced · −258K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 362K | $17.2M | ▲+92% Added · +174K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 323K | $15.4M | ▲+5.0% Added · +15K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 174K | $8.3M | ▼−8.9% Reduced · −17K sh | Q1 2026 | |
| 8 | Perryman Financial Advisory Inc | 139K | $7.0M | ▲+2.9% Added · +4K sh | Q2 2026 | |
| 9 | UBS Group AG | 120K | $5.7M | ▲+22% Added · +21K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 94K | $4.5M | ▲+20% Added · +16K sh | Q1 2026 | |
| 11 | CWM, LLC | 83K | $4.0M | ▼−24% Reduced · −27K sh | Q1 2026 | |
| 12 | Summit Financial Wealth Advisors, LLC | 74K | $3.7M | ▲+4.7% Added · +3K sh | Q2 2026 | |
| 13 | Royal Bank Of Canada | 59K | $2.8M | ▲+11% Added · +6K sh | Q1 2026 | |
| 14 | Northwestern Mutual Wealth Management Co | 52K | $2.5M | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 15 | Bernicke Wealth Management, Ltd. | 51K | $2.6M | ▼−0.2% Reduced · −103 sh | Q2 2026 | |
| 16 | Stratos Wealth Partners, LTD. | 48K | $2.4M | ▼−0.7% Reduced · −347 sh | Q2 2026 | |
| 17 | Stifel Financial Corp | 46K | $2.2M | ▼−0.2% Reduced · −90 sh | Q1 2026 | |
| 18 | Jones Financial Companies LLLP | 46K | $2.1M | ▲+40% Added · +13K sh | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 43K | $2.0M | ▼−23% Reduced · −13K sh | Q1 2026 | |
| 20 | Gateway Wealth Partners, LLC | 40K | $2.0M | ▼−51% Reduced · −42K sh | Q2 2026 | |
| 21 | Sherry Group, Inc. | 39K | $2.0M | ▲+8.4% Added · +3K sh | Q2 2026 | |
| 22 | 1900 Wealth Management LLC | 28K | $1.4M | —Held | Q2 2026 | |
| 23 | CreativeOne Wealth, LLC | 26K | $1.3M | ▲+4.3% Added · +1K sh | Q2 2026 | |
| 24 | Smith, Moore & Co. | 26K | $1.3M | ▼−5.7% Reduced · −2K sh | Q2 2026 | |
| 25 | Envestnet Asset Management Inc | 23K | $1.1M | ▼−6.3% Reduced · −2K 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, 1 fund opened a new position in EQL and 8 added to an existing one, while 5 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 |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $6.5B |
| Apple IncAAPL | 18 funds | $5.3B |
| Microsoft CorpMSFT | 18 funds | $2.7B |
| Micron Technology IncMU | 18 funds | $2.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $7.4B |
| Amazon.com IncAMZN | 17 funds | $3.1B |
| Alphabet Inc-CL AGOOGL | 17 funds | $2.2B |
| Broadcom IncAVGO | 17 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 17 funds | $1.8B |
| JPMorgan Chase & CoJPM | 17 funds | $1.4B |
| Tesla IncTSLA | 17 funds | $1.3B |
| Johnson & JohnsonJNJ | 17 funds | $990.4M |
Ranked by how many of EQL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EQL.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 746 funds | $5.5B |
| SDOGmc | 157 funds | $426.8M |
| OUSAcommon | 124 funds | $337.5M |
| ENFRmc | 119 funds | $230.7M |
| OUSMmc | 117 funds | $543.4M |
| IDOGSHS | 77 funds | $335.2M |
| SMTHSMITH CORE PLUS | 76 funds | $2.2B |
| SBIOMF Closed and MF Open | 68 funds | $50.9M |
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 EQL
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/EQL/capital-change-brief"
Use Arkolith's capital_change_brief for EQL. 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 EQL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.