6 tracked 13F filers disclose a position in ERET as of the latest SEC 13F filings, a combined $1.6M 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 | Atria Investments, Inc | $704K | 26K | ▼−4.8% Reduced · −1K sh | Q1 2026 | |
| 2 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $650K | 22K | ▲+5.1% Added · +1K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | $155K | 6K | ▼−87% Reduced · −38K sh | Q1 2026 | |
| 4 | Keystone Financial Group, Inc. | $75K | 3K | —Held | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $12K | 434 | —Held | Q1 2026 | |
| 6 | MORGAN STANLEY | $3K | 94 | ▲94× Added · +93 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, 0 funds opened a new position in ERET and 1 added to an existing one, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $83.5B |
| MICROSOFT CORPMSFT | 7 funds | $81.4B |
| APPLE INCAAPL | 7 funds | $75.4B |
| AMAZON.COM INCAMZN | 7 funds | $46.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $44.2B |
| ALPHABET INC-CL AGOOGL | 7 funds | $38.8B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $35.9B |
| BROADCOM INCAVGO | 7 funds | $34.6B |
| JPMORGAN CHASE & COJPM | 7 funds | $27.7B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $24.3B |
| ALPHABET INC-CL CGOOG | 7 funds | $24.3B |
| TESLA INCTSLA | 7 funds | $22.3B |
Ranked by how many of ERET's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/ERET/capital-change-brief"
Use Arkolith's capital_change_brief for ERET. 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 ERET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.