Among active 13F managers last quarter, 4 opened and 4 added, while 6 reduced; the largest holder to move was Citadel Advisors LLC (82× the prior stake).
35 tracked 13F filers disclose a position in ERX as of the latest SEC 13F filings, a combined $49.4M 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 | Citadel Advisors LLC | 202K | $15.4M | ▲82× Added · +199K sh | Q2 2026 | |
| 2 | Jane Street Group, LLC | 106K | $11.0M | ▲14× Added · +99K sh | Q1 2026 | |
| 3 | Envestnet Asset Management Inc | 64K | $6.5M | ▼−40% Reduced · −43K sh | Q1 2026 | |
| 4 | Susquehanna International Group, LLP | 22K | $2.2M | ▼−52% Reduced · −23K sh | Q1 2026 | |
| 5 | UBS Group AG | 20K | $2.1M | ▲22× Added · +19K sh | Q1 2026 | |
| 6 | Two Sigma Securities, LLC | 19K | $1.5M | ▼−30% Reduced · −8K sh | Q2 2026 | |
| 7 | Simplex Trading, LLC | 18K | $1.9M | ▲+8.6% Added · +1K sh | Q1 2026 | |
| 8 | J. M. Brown & Associates Inc. | 17K | $1.3M | ▲New +17K sh | Q2 2026 | |
| 9 | AlTi Global, Inc. | 13K | $985K | ▲New +13K sh | Q2 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 11K | $1.2M | ▲155× Added · +11K sh | Q1 2026 | |
| 11 | TRUE Private Wealth Advisors | 10K | $786K | ▼−15% Reduced · −2K sh | Q2 2026 | |
| 12 | Renaissance Technologies LLC | 10K | $1.0M | ▲+125% Added · +6K sh | Q1 2026 | |
| 13 | Corient Private Wealth LP | 8K | $873K | —Held | Q1 2026 | |
| 14 | Jump Financial, LLC | 5K | $514K | ▲New +5K sh | Q1 2026 | |
| 15 | IMC-Chicago, LLC | 5K | $513K | ▲New +5K sh | Q1 2026 | |
| 16 | JPMorgan Chase & Co | 4K | $438K | ▲+479% Added · +3K sh | Q1 2026 | |
| 17 | Atria Investments, Inc | 4K | $283K | ▼−32% Reduced · −2K sh | Q2 2026 | |
| 18 | Goldman Sachs Group Inc | 3K | $308K | ▲New +3K sh | Q1 2026 | |
| 19 | Traynor Capital Management, Inc. | 3K | $225K | ▼−47% Reduced · −3K sh | Q2 2026 | |
| 20 | GTS Securities LLC | 3K | $258K | ▼−86% Reduced · −15K sh | Q1 2026 | |
| 21 | SBI Securities Co., Ltd. | 1K | $80K | ▼−80% Reduced · −4K sh | Q2 2026 | |
| 22 | Toth Financial Advisory Corp | 1K | $79K | —Held | Q2 2026 | |
| 23 | Citigroup Inc | 548 | $56K | ▲New +548 sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | 225 | $21K | ▼−4.7% Reduced · −11 sh | Q1 2026 | |
| 25 | Harbour Investments, Inc. | 185 | $19K | —Held | 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, 4 funds opened a new position in ERX and 4 added to an existing one, while 6 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 | 18 funds | $4.5B |
| Microsoft CorpMSFT | 18 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 18 funds | $2.1B |
| Micron Technology IncMU | 18 funds | $1.8B |
| Broadcom IncAVGO | 18 funds | $1.8B |
| Eli Lilly & CoLLY | 18 funds | $1.5B |
| Advanced Micro DevicesAMD | 18 funds | $1.2B |
| Chevron CorpCVX | 18 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 18 funds | $1.1B |
| Intel CorpINTC | 18 funds | $1.0B |
| Western Digital CorpWDC | 18 funds | $779.8M |
| Lam Research CorpLRCX | 18 funds | $747.4M |
Ranked by how many of ERX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ERX.
| Class | 13F holders | Value held |
|---|---|---|
| TSLLExchange Traded Fund | 56 funds | $183.4M |
| TMFFUND | 41 funds | $118.6M |
| NUGTGOLD MINER | 39 funds | $89.4M |
| ERXthis pagemc | 35 funds | $49.4M |
| DPSTmc | 31 funds | $67.5M |
| LABUS&P BIOTEC | 28 funds | $57.2M |
| YINNmc | 28 funds | $19.6M |
| DRIPmc | 28 funds | $8.0M |
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 ERX
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/ERX/capital-change-brief"
Use Arkolith's capital_change_brief for ERX. 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 ERX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.