Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
7 tracked 13F filers disclose a position in EQS as of the latest SEC 13F filings, a combined $175K 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 | Morgan Stanley | 36K | $66K | —Held | Q1 2026 | |
| 2 | Shufro Rose & Co LLC | 31K | $39K | —Held | Q2 2026 | |
| 3 | Citadel Advisors LLC | 20K | $25K | ▲New +20K sh | Q2 2026 | |
| 4 | Schwarz Dygos Wheeler Investment Advisors LLC | 20K | $25K | —Held | Q2 2026 | |
| 5 | Blue Bell Private Wealth Management, LLC | 9K | $11K | ▼−2.3% Reduced · −205 sh | Q2 2026 | |
| 6 | Osaic Holdings, Inc. | 5K | $9K | ▲+17% Added · +725 sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 1 | $1 | —Held | 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 EQS, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 3 funds | $13.3B |
| Amazon.com IncAMZN | 3 funds | $2.6B |
| Nvidia CorpNVDA | 3 funds | $2.4B |
| Apple IncAAPL | 3 funds | $2.2B |
| Microsoft CorpMSFT | 3 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 3 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 3 funds | $911.5M |
| Abbvie IncABBV | 3 funds | $799.2M |
| JPMorgan Chase & CoJPM | 3 funds | $766.8M |
| Mastercard Inc - AMA | 3 funds | $755.1M |
| Micron Technology IncMU | 3 funds | $698.2M |
| Oracle CorpORCL | 3 funds | $698.2M |
Ranked by how many of EQS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EQS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2023 | Knauss Robert L | Director | Buy (P) | 1K | $1K |
| Sep 29, 2021 | des Pallieres Bertrand | 10% Owner | Sell (S) | 1.8M | $4.4M |
| Apr 29, 2021 | Atkinson Fraser | Director | Buy (P) | 4K | $8K |
| Apr 28, 2021 | Atkinson Fraser | Director | Buy (P) | 700 | $1K |
| Apr 27, 2021 | Atkinson Fraser | Director | Buy (P) | 100 | $190 |
| Apr 26, 2021 | Atkinson Fraser | Director | Buy (P) | 1K | $3K |
| Apr 23, 2021 | Atkinson Fraser | Director | Buy (P) | 18K | $34K |
| Jul 16, 2020 | Tokarz Michael T | 10% Owner | Sell (S) | 3.2M | $3.8M |
| Jul 16, 2020 | Tokarz Group Advisers LLC | 10% Owner | Sell (S) | 3.2M | $3.8M |
| Jul 16, 2020 | Mvc Capital, Inc. | 10% Owner | Sell (S) | 3.2M | $3.8M |
| Jul 16, 2020 | Hardy John A. | CEO, Director, 10% Owner | Buy (P) | 3.2M | $3.8M |
| Aug 12, 2019 | Tokarz Michael T | 10% Owner | Sell (S) | 608K | $985K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EQS
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/EQS/capital-change-brief"
Use Arkolith's capital_change_brief for EQS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EQS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.