60 tracked 13F filers disclose a position in ERC as of the latest SEC 13F filings, a combined $50.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $7.9M | 878K | ▲+7.0% Added · +57K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $7.6M | 841K | ▲+5.7% Added · +45K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $5.9M | 657K | ▼−7.6% Reduced · −54K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $5.2M | 578K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 5 | Shaker Financial Services, LLC | $3.3M | 355K | ▼−3.5% Reduced · −13K sh | Q2 2026 | |
| 6 | 1607 Capital Partners, LLC | $2.9M | 312K | ▼−41% Reduced · −214K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $2.2M | 247K | ▼−6.3% Reduced · −17K sh | Q1 2026 | |
| 8 | Rareview Capital LLC | $1.9M | 201K | ▲+9.7% Added · +18K sh | Q2 2026 | |
| 9 | Byrne Asset Management LLC | $1.5M | 159K | ▼−14% Reduced · −26K sh | Q2 2026 | |
| 10 | Sowell Financial Services LLC | $1.4M | 148K | ▼−6.0% Reduced · −9K sh | Q2 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.2M | 131K | ▼−0.7% Reduced · −858 sh | Q1 2026 | |
| 12 | LPL Financial LLC | $780K | 87K | ▼−31% Reduced · −39K sh | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $709K | 77K | ▼−1.1% Reduced · −900 sh | Q2 2026 | |
| 14 | Calamos Advisors LLC | $653K | 71K | ▲+7.1% Added · +5K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $634K | 70K | ▲+0.9% Added · +636 sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $596K | 66K | ▼−17% Reduced · −14K sh | Q1 2026 | |
| 17 | BENJAMIN EDWARDS INC | $567K | 62K | ▼−7.2% Reduced · −5K sh | Q2 2026 | |
| 18 | STIFEL FINANCIAL CORP | $551K | 61K | ▼−1.4% Reduced · −888 sh | Q1 2026 | |
| 19 | Equitable Holdings, Inc. | $551K | 60K | ▲+0.1% Added · +32 sh | Q2 2026 | |
| 20 | UBS Group AG | $469K | 52K | ▼−51% Reduced · −55K sh | Q1 2026 | |
| 21 | Closed-End Fund Advisors, Inc. | $364K | 40K | ▲+7.8% Added · +3K sh | Q2 2026 | |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $361K | 39K | ▲+10% Added · +4K sh | Q2 2026 | |
| 23 | Uncommon Cents Investing LLC | $335K | 36K | —Held | Q2 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $297K | 33K | ▲+6.8% Added · +2K sh | Q1 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $269K | 29K | ▲+2.7% Added · +772 sh | Q2 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, 2 funds opened a new position in ERC and 10 added to an existing one, while 11 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 25 funds | $2.5B |
| CISCO SYSTEMS INCCSCO | 24 funds | $573.3M |
| APPLE INCAAPL | 23 funds | $4.3B |
| NVIDIA CORPNVDA | 23 funds | $3.9B |
| AMAZON.COM INCAMZN | 23 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 23 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 23 funds | $930.2M |
| TESLA INCTSLA | 23 funds | $891.7M |
| WALMART INCWMT | 23 funds | $679.9M |
| JOHNSON & JOHNSONJNJ | 23 funds | $657.8M |
Ranked by how many of ERC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 27, 2026 | SHLISSEL BRIAN S | Director | Buy (P) | 400 | $4K |
| Jan 9, 2024 | Ebsworth William R. | Director | Sell (P) | 2K | $14K |
| Jan 4, 2024 | POLISSON JAMES | Director | Sell (P) | 1K | $9K |
| Jun 1, 2023 | Ebsworth William R. | Director | Buy (P) | 2K | $15K |
| Jun 1, 2023 | POLISSON JAMES | Director | Buy (P) | 1K | $9K |
| Aug 22, 2022 | FREEMAN JANE A | Director | Buy (P) | 150 | $1K |
| Feb 4, 2021 | Lee Christopher M | Insider | Buy (P) | 3K | $37K |
| Dec 22, 2020 | Lee Christopher M | Insider | Buy (P) | 7K | $78K |
| Dec 21, 2020 | Lee Christopher M | Insider | Buy (P) | 6K | $72K |
| Nov 12, 2018 | Ebsworth William R. | Director | Buy (P) | 500 | $6K |
| Nov 27, 2017 | Wheelock Pamela | Director | Buy (P) | 100 | $1K |
| Nov 27, 2017 | POLISSON JAMES | Director | Buy (P) | 1K | $13K |
Connected entities for ERC
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/ERC/capital-change-brief"
Use Arkolith's capital_change_brief for ERC. 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 ERC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.