Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Westfuller Advisors, LLC (+32%).
9 tracked 13F filers disclose a position in ERET as of the latest SEC 13F filings, a combined $3.4M 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 | Westfuller Advisors, LLC | 71K | $2.1M | ▲+32% Added · +17K sh | Q2 2026 | |
| 2 | Sbe LLC Dba Cedar Cove Wealth Partners | 22K | $650K | ▲+5.1% Added · +1K sh | Q2 2026 | |
| 3 | Vestment Financial LLC | 11K | $304K | ▼−15% Reduced · −2K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | 6K | $155K | ▼−87% Reduced · −38K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | 5K | $158K | ▲New +5K sh | Q2 2026 | |
| 6 | Keystone Financial Group, Inc. | 3K | $75K | —Held | Q2 2026 | |
| 7 | StrongBox Wealth, LLC | 483 | $14K | ▲New +483 sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 434 | $12K | —Held | Q1 2026 | |
| 9 | Morgan Stanley | 94 | $3K | ▲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, 1 fund added to an existing position in ERET, while 1 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 |
|---|---|---|
| Vanguard Dividend Apprec ETFVIG | 3 funds | $12.2M |
| Apple IncAAPL | 3 funds | $10.7M |
| Dimensional US Core Equity 2DFAC | 2 funds | $56.5M |
| Dimensional Short DurationDFSD | 2 funds | $30.2M |
| Dimensional International CoDFIC | 2 funds | $19.9M |
| Schwab US DVD Equity ETFSCHD | 2 funds | $12.2M |
| Vanguard S&P 500 ETFVOO | 2 funds | $10.5M |
| Nvidia CorpNVDA | 2 funds | $9.5M |
| Ishares Core Msci Eafe ETFIEFA | 2 funds | $8.0M |
| Vanguard Esg Intl Stock ETFVSGX | 2 funds | $6.7M |
| Microsoft CorpMSFT | 2 funds | $3.7M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $3.6M |
Ranked by how many of ERET's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ERET.
| Class | 13F holders | Value held |
|---|---|---|
| SGOVcs | 1174 funds | $19.6B |
| IBDUmc | 354 funds | $2.8B |
| IBDVmc | 317 funds | $2.2B |
| IBTGmc | 292 funds | $1.8B |
| IBTHmc | 287 funds | $1.8B |
| USXFmc | 275 funds | $859.6M |
| IBDWmc | 263 funds | $1.7B |
| DMXFmc | 243 funds | $621.4M |
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 ERET
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 + the live filing stream, joined for ERET. Filings are public domain, sourced to SEC EDGAR.