Among active 13F managers last quarter, 3 opened and 9 added, while 3 reduced; the largest holder to move was Altfest L J & Co Inc (+17%).
78 tracked 13F filers disclose a position in ERTH as of the latest SEC 13F filings, a combined $29.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 95K | $4.5M | ▼−0.2% Reduced · −155 sh | Q1 2026 | |
| 2 | Morgan Stanley | 68K | $3.2M | ▲+4.4% Added · +3K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 66K | $3.1M | ▼−8.9% Reduced · −7K sh | Q1 2026 | |
| 4 | Susquehanna International Group, LLP | 40K | $1.9M | ▲+119% Added · +22K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 29K | $1.4M | ▼−8.2% Reduced · −3K sh | Q1 2026 | |
| 6 | Stifel Financial Corp | 29K | $1.4M | ▼−0.8% Reduced · −240 sh | Q1 2026 | |
| 7 | Royal Bank Of Canada | 29K | $1.4M | ▲+17% Added · +4K sh | Q1 2026 | |
| 8 | Altfest L J & Co Inc | 23K | $1.1M | ▲+17% Added · +3K sh | Q2 2026 | |
| 9 | Jane Street Group, LLC | 23K | $1.1M | ▼−40% Reduced · −15K sh | Q1 2026 | |
| 10 | Franklin Templeton Inc | 22K | $1.0M | —Held | Q1 2026 | |
| 11 | Perigon Wealth Management, LLC | 15K | $705K | ▼−3.1% Reduced · −477 sh | Q2 2026 | |
| 12 | US Bancorp | 12K | $564K | —Held | Q1 2026 | |
| 13 | Moneta Group Investment Advisors LLC | 11K | $532K | ▲+2.3% Added · +253 sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 9K | $444K | ▲+22% Added · +2K sh | Q2 2026 | |
| 15 | National Philanthropic Trust | 9K | $411K | ▲+0.5% Added · +46 sh | Q1 2026 | |
| 16 | Commonwealth Equity Services, LLC | 8K | $399K | ▲+12% Added · +913 sh | Q1 2026 | |
| 17 | Cerity Partners LLC | 8K | $392K | —Held | Q1 2026 | |
| 18 | Cetera Investment Advisers | 8K | $372K | ▼−0.1% Reduced · −5 sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 8K | $367K | ▲+36% Added · +2K sh | Q1 2026 | |
| 20 | Jones Financial Companies LLLP | 8K | $354K | ▲+31% Added · +2K sh | Q1 2026 | |
| 21 | KCM Investment Advisors LLC | 8K | $364K | ▲+0.5% Added · +36 sh | Q2 2026 | |
| 22 | Wealth Enhancement Advisory Services, LLC | 7K | $338K | —Held | Q2 2026 | |
| 23 | Ameriprise Financial Inc | 7K | $330K | ▲+14% Added · +846 sh | Q1 2026 | |
| 24 | Wells Fargo & Company | 7K | $319K | ▼−3.0% Reduced · −205 sh | Q1 2026 | |
| 25 | National Bank Of Canada | 6K | $292K | ▼−1.4% Reduced · −85 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, 3 funds opened a new position in ERTH and 9 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 33 funds | $29.5B |
| Microsoft CorpMSFT | 33 funds | $21.1B |
| Apple IncAAPL | 33 funds | $20.7B |
| Amazon.com IncAMZN | 33 funds | $16.7B |
| Alphabet Inc-CL AGOOGL | 33 funds | $15.1B |
| Alphabet Inc-CL CGOOG | 33 funds | $8.7B |
| Meta Platforms Inc-Class AMETA | 33 funds | $8.2B |
| JPMorgan Chase & CoJPM | 33 funds | $6.5B |
| Eli Lilly & CoLLY | 33 funds | $5.7B |
| Cisco Systems IncCSCO | 33 funds | $5.2B |
| Procter & Gamble CoPG | 33 funds | $5.0B |
| Tesla IncTSLA | 33 funds | $4.7B |
Ranked by how many of ERTH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ERTH.
Connected entities for ERTH
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/ERTH/capital-change-brief"
Use Arkolith's capital_change_brief for ERTH. 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 ERTH. Filings are public domain, sourced to SEC EDGAR.