This stock 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/ET/capital-change-brief"
Use Arkolith's capital_change_brief for ET. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $1.7B | 87.2M | ▲+1.1% Added · +920K sh | Q1 2026 | |
| 2 | ALPS ADVISORS INC | $1.7B | 86.0M | ▲+2.5% Added · +2.1M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.4B | 72.2M | ▲+97% Added · +35.5M sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $1.2B | 60.4M | ▲+17% Added · +8.8M sh | Q1 2026 | |
| 5 | TORTOISE CAPITAL ADVISORS, L.L.C. | $761.6M | 39.5M | ▲+2.0% Added · +787K sh | Q1 2026 | |
| 6 | Blackstone Inc. | $600.6M | 31.1M | ▲+21% Added · +5.3M sh | Q1 2026 | |
| 7 | UBS Group AG | $597.8M | 31.0M | ▼−1.6% Reduced · −514K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $597.5M | 31.0M | ▲+5.7% Added · +1.7M sh | Q1 2026 | |
| 9 | Energy Income Partners, LLC | $486.5M | 25.2M | ▲+0.2% Added · +49K sh | Q1 2026 | |
| 10 | KAYNE ANDERSON CAPITAL ADVISORS LP | $474.4M | 24.6M | ▲+2.6% Added · +627K sh | Q1 2026 | |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $461.2M | 23.9M | ▲+5.9% Added · +1.3M sh | Q1 2026 | |
| 12 | FMR LLC | $458.5M | 23.8M | ▲+7.5% Added · +1.7M sh | Q1 2026 | |
| 13 | NATIXIS | $412.6M | 21.4M | ▲+4.4% Added · +895K sh | Q1 2026 | |
| 14 | WESTWOOD HOLDINGS GROUP INC | $327.8M | 17.0M | ▲53× Added · +16.7M sh | Q1 2026 | |
| 15 | Neuberger Berman Group LLC | $305.7M | 15.8M | ▼−0.7% Reduced · −109K sh | Q1 2026 | |
| 16 | CIBC Bancorp USA Inc. | $260.6M | 13.5M | ▲New +13.5M sh | Q1 2026 | |
| 17 | COOPERMAN LEON G | $257.1M | 13.3M | —Held | Q1 2026 | |
| 18 | Clearbridge Investments, LLC | $253.0M | 13.1M | ▲+0.7% Added · +93K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $241.8M | 12.5M | ▼−1.7% Reduced · −221K sh | Q1 2026 | |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $212.9M | 11.0M | ▼−13% Reduced · −1.7M sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $190.7M | 9.9M | ▲+301% Added · +7.4M sh | Q1 2026 | |
| 22 | BERKLEY W R CORP | $159.2M | 8.3M | —Held | Q1 2026 | |
| 23 | CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $154.4M | 8.0M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $151.3M | 7.8M | ▲+5.3% Added · +392K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $137.8M | 7.1M | ▼−7.2% Reduced · −554K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 8, 2026 | WARREN KELCY L | Director | Grant (A) | 1.1M | $22.0M |
| Jan 2, 2026 | Perry James Richard | Director | Grant (A) | 7K | $0 |
| Jan 2, 2026 | Anderson Steven R. | Director | Grant (A) | 7K | $0 |
| Jan 2, 2026 | MCREYNOLDS JOHN W | Director | Grant (A) | 7K | $0 |
| Jan 2, 2026 | Grimm Michael K | Director | Grant (A) | 7K | $0 |
| Jan 2, 2026 | Ramsey Matthew S. | Director | Grant (A) | 7K | $0 |
| Dec 29, 2025 | Perry James Richard | Director | Gift (G) | 10 | $0 |
| Dec 29, 2025 | Anderson Steven R. | Director | Gift (G) | 10 | $0 |
| Dec 29, 2025 | Grimm Michael K | Director | Gift (G) | 10 | $0 |
| Dec 5, 2025 | MCCREA MARSHALL S III | Co-CEO, Director | Tax withholding (F) | 382K | $6.3M |
| Dec 5, 2025 | MCCREA MARSHALL S III | Co-CEO, Director | Grant (A) | 704K | $0 |
| Dec 5, 2025 | MCCREA MARSHALL S III | Co-CEO, Director | Grant (A) | 235K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 281 funds | $100.3B |
| MICROSOFT CORPMSFT | 275 funds | $132.6B |
| ALPHABET INC-CL AGOOGL | 275 funds | $87.0B |
| NVIDIA CORPNVDA | 271 funds | $183.6B |
| META PLATFORMS INC-CLASS AMETA | 269 funds | $52.2B |
| JPMORGAN CHASE & COJPM | 269 funds | $41.1B |
| EXXON MOBIL CORPXOM | 269 funds | $34.9B |
| ALPHABET INC-CL CGOOG | 268 funds | $58.2B |
| APPLE INCAAPL | 267 funds | $154.0B |
| CHEVRON CORPCVX | 265 funds | $21.8B |
| BROADCOM INCAVGO | 264 funds | $72.6B |
| JOHNSON & JOHNSONJNJ | 264 funds | $29.2B |
Ranked by how many of ET's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.