Among active 13F managers last quarter, 5 opened and 3 added, while 3 reduced; the largest holder to move was Ethos Financial Group, LLC (+749%).
19 tracked 13F filers disclose a position in ERY as of the latest SEC 13F filings, a combined $6.7M 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 | Ethos Financial Group, LLC | 106K | $1.4M | ▲+749% Added · +94K sh | Q2 2026 | |
| 2 | Citadel Advisors LLC | 101K | $1.3M | ▼−73% Reduced · −271K sh | Q2 2026 | |
| 3 | Susquehanna International Group, LLP | 64K | $654K | ▲+218% Added · +44K sh | Q1 2026 | |
| 4 | Squarepoint Ops LLC | 55K | $566K | ▲New +55K sh | Q1 2026 | |
| 5 | Jane Street Group, LLC | 52K | $534K | ▲+242% Added · +37K sh | Q1 2026 | |
| 6 | Two Sigma Securities, LLC | 46K | $605K | ▲+343% Added · +36K sh | Q2 2026 | |
| 7 | Allworth Financial LP | 37K | $381K | ▲New +37K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 34K | $353K | ▲New +34K sh | Q1 2026 | |
| 9 | Tower Research Capital LLC (TRC) | 28K | $288K | ▼−7.5% Reduced · −2K sh | Q1 2026 | |
| 10 | Summit Financial Wealth Advisors, LLC | 16K | $205K | ▲New +16K sh | Q2 2026 | |
| 11 | GTS Securities LLC | 14K | $141K | ▲New +14K sh | Q1 2026 | |
| 12 | StoneX Group Inc. | 12K | $129K | ▲New +12K sh | Q2 2026 | |
| 13 | Traynor Capital Management, Inc. | 5K | $66K | ▲New +5K sh | Q2 2026 | |
| 14 | Qube Research & Technologies Ltd | 4K | $37K | ▼−59% Reduced · −5K sh | Q1 2026 | |
| 15 | SBI Securities Co., Ltd. | 3K | $44K | ▲+469% Added · +3K sh | Q2 2026 | |
| 16 | Advisory Services Network, LLC | 124 | $1K | ▲New +124 sh | Q1 2026 | |
| 17 | JPMorgan Chase & Co | 33 | $331 | ▼−8.3% Reduced · −3 sh | Q1 2026 | |
| 18 | Citigroup Inc | 11 | $113 | ▲New +11 sh | Q1 2026 | |
| 19 | Morgan Stanley | 2 | $25 | ▲+100% Added · +1 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, 5 funds opened a new position in ERY and 3 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 | 11 funds | $4.6B |
| Microsoft CorpMSFT | 11 funds | $3.7B |
| Alphabet Inc-CL AGOOGL | 11 funds | $2.8B |
| Broadcom IncAVGO | 11 funds | $2.3B |
| Eli Lilly & CoLLY | 11 funds | $2.2B |
| Alphabet Inc-CL CGOOG | 11 funds | $2.0B |
| Micron Technology IncMU | 11 funds | $2.0B |
| Meta Platforms Inc-Class AMETA | 11 funds | $1.4B |
| Applied Materials IncAMAT | 11 funds | $1.2B |
| Chevron CorpCVX | 11 funds | $1.2B |
| BlackRock IncBLK | 11 funds | $1.2B |
| Advanced Micro DevicesAMD | 11 funds | $1.2B |
Ranked by how many of ERY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ERY.
| Class | 13F holders | Value held |
|---|---|---|
| TSLLExchange Traded Fund | 56 funds | $183.4M |
| TMFFUND | 41 funds | $118.6M |
| NUGTGOLD MINER | 39 funds | $89.4M |
| ERXmc | 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 ERY
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/ERY/capital-change-brief"
Use Arkolith's capital_change_brief for ERY. 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 ERY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.