The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query ERC owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ERC"
Use Arkolith to show who owns ERC, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Advisors Asset Management, Inc. | $2.1M | 238K | ▲+166% Added · +148K sh | Q1 2026 | |
| 2 | Sowell Financial Services LLC | $1.4M | 157K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $702K | 78K | ▲+17% Added · +12K sh | Q1 2026 | |
| 4 | BENJAMIN EDWARDS INC | $597K | 66K | ▼−0.2% Reduced · −118 sh | Q1 2026 | |
| 5 | Calamos Advisors LLC | $596K | 66K | ▲New +66K sh | Q1 2026 | |
| 6 | Equitable Holdings, Inc. | $556K | 60K | ▲+9.5% Added · +5K sh | Q1 2026 | |
| 7 | AlphaCore Capital LLC | $272K | 30K | —Held | Q1 2026 | |
| 8 | Concurrent Investment Advisors, LLC | $257K | 28K | ▼−0.2% Reduced · −69 sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $203K | 23K | ▼−6.6% Reduced · −2K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $194K | 22K | ▼−8.0% Reduced · −2K sh | Q1 2026 | |
| 11 | Private Advisor Group, LLC | $167K | 19K | —Held | Q1 2026 | |
| 12 | NWAM LLC | $111K | 12K | —Held | Q1 2026 | |
| 13 | Dynamic Advisor Solutions LLC | $109K | 12K | ▼−2.6% Reduced · −326 sh | Q1 2026 | |
| 14 | Perigon Wealth Management, LLC | $109K | 12K | —Held | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $13K | 1K | ▼−90% Reduced · −12K sh | Q1 2026 | |
| 16 | ASSETMARK, INC | $7K | 750 | ▲New +750 sh | Q1 2026 | |
| 17 | Wilmington Savings Fund Society, FSB | $2K | 200 | ▲New +200 sh | Q1 2026 | |
| 18 | WHITTIER TRUST CO OF NEVADA INC | $1K | 167 | ▲New +167 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.
| 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 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 23 funds | $7.3B |
| NVIDIA CORPNVDA | 23 funds | $6.7B |
| MICROSOFT CORPMSFT | 23 funds | $5.6B |
| AMAZON.COM INCAMZN | 23 funds | $4.2B |
| ALPHABET INC-CL AGOOGL | 23 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $2.6B |
| BROADCOM INCAVGO | 23 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 23 funds | $1.5B |
| TESLA INCTSLA | 23 funds | $1.3B |
| CHEVRON CORPCVX | 23 funds | $1.2B |
| HOME DEPOT INCHD | 23 funds | $909.5M |
| NETFLIX INCNFLX | 23 funds | $692.9M |
Ranked by how many of ERC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.