Among active 13F managers last quarter, 2 opened and 1 added, while 1 reduced; the largest holder to move was 1607 Capital Partners, LLC (−1.2%).
22 tracked 13F filers disclose a position in ERH as of the latest SEC 13F filings, a combined $14.8M 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 | 498K | $6.0M | ▲+5.7% Added · +27K sh | Q1 2026 | |
| 2 | 1607 Capital Partners, LLC | 314K | $3.8M | ▼−1.2% Reduced · −4K sh | Q2 2026 | |
| 3 | Zimmer Partners, LP | 129K | $1.6M | —Held | Q2 2026 | |
| 4 | Blue Bell Private Wealth Management, LLC | 91K | $1.1M | ▲+1.3% Added · +1K sh | Q2 2026 | |
| 5 | Shaker Financial Services, LLC | 45K | $550K | ▲New +45K sh | Q2 2026 | |
| 6 | Level Four Advisory Services, LLC | 28K | $337K | ▲+9.9% Added · +3K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 28K | $335K | ▲+6.2% Added · +2K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 24K | $292K | ▲+2.2% Added · +527 sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | 11K | $137K | ▲+0.2% Added · +24 sh | Q2 2026 | |
| 10 | Raymond James Financial Inc | 11K | $136K | ▲New +11K sh | Q1 2026 | |
| 11 | Decision Investments, Inc | 11K | $134K | —Held | Q2 2026 | |
| 12 | UBS Group AG | 11K | $131K | ▲+1.8% Added · +190 sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 8K | $100K | ▲+0.5% Added · +44 sh | Q1 2026 | |
| 14 | City Holding Co | 4K | $50K | —Held | Q2 2026 | |
| 15 | Rockefeller Capital Management L.P. | 4K | $49K | —Held | Q1 2026 | |
| 16 | CoreCap Advisors, LLC | 2K | $28K | —Held | Q1 2026 | |
| 17 | Institute for Wealth Management, LLC. | 562 | $7K | ▲New +562 sh | Q2 2026 | |
| 18 | TD Waterhouse Canada Inc. | 500 | $6K | ▲New +500 sh | Q2 2026 | |
| 19 | Harbour Investments, Inc. | 333 | $4K | ▲New +333 sh | Q1 2026 | |
| 20 | Highline Wealth Partners LLC | 250 | $3K | —Held | Q2 2026 | |
| 21 | Buck Wealth Strategies, LLC | 200 | $2K | ▲New +200 sh | Q2 2026 | |
| 22 | GAMMA Investing LLC | 9 | $109 | —Held | 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 ERH and 1 added to an existing one, 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 |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 7 funds | $335.0M |
| Microsoft CorpMSFT | 7 funds | $228.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $122.7M |
| Waste Management IncWM | 7 funds | $76.8M |
| Ishares Msci Eafe ETFEFA | 7 funds | $29.6M |
| Apple IncAAPL | 6 funds | $454.4M |
| Vanguard S&P 500 ETFVOO | 6 funds | $384.6M |
| Nvidia CorpNVDA | 6 funds | $339.4M |
| Amazon.com IncAMZN | 6 funds | $210.2M |
| Alphabet Inc-CL AGOOGL | 6 funds | $180.2M |
| Kinder Morgan IncKMI | 6 funds | $147.6M |
| Abbvie IncABBV | 6 funds | $122.5M |
Ranked by how many of ERH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ERH.
Connected entities for ERH
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/ERH/capital-change-brief"
Use Arkolith's capital_change_brief for ERH. 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 ERH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.