Among active 13F managers last quarter, 10 opened and 3 added, while 8 reduced; the largest holder to move was Infrastructure Capital Advisors, LLC (+4.8%). No open-market insider trades in the last 180 days.
13 adding vs 8 trimming; no open-market insider net.
55 tracked 13F filers disclose a position in ET 9.25 PERP I as of the latest SEC 13F filings, a combined $108.3M 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 | Infrastructure Capital Advisors, LLC | 5.3M | $60.2M | ▲+4.8% Added · +240K sh | Q2 2026 | |
| 2 | Wells Fargo & Company | 480K | $5.5M | ▲New +480K sh | Q1 2026 | |
| 3 | UBS Group AG | 476K | $5.5M | ▲New +476K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 459K | $5.3M | ▲New +459K sh | Q1 2026 | |
| 5 | Magnus Financial Group LLC | 370K | $4.2M | ▲+4.1% Added · +14K sh | Q2 2026 | |
| 6 | D.A. Davidson & Co. | 358K | $4.1M | ▼−0.8% Reduced · −3K sh | Q2 2026 | |
| 7 | Guggenheim Capital LLC | 351K | $4.1M | ▲New +351K sh | Q1 2026 | |
| 8 | Lido Advisors, LLC | 205K | $2.3M | —Held | Q2 2026 | |
| 9 | Morgan Stanley | 196K | $2.3M | ▲New +196K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | 134K | $1.5M | ▲+0.4% Added · +600 sh | Q2 2026 | |
| 11 | &Partners | 119K | $1.4M | —Held | Q2 2026 | |
| 12 | Commonwealth Equity Services, LLC | 87K | $1.0M | ▲New +87K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 78K | $908K | ▲New +78K sh | Q1 2026 | |
| 14 | Phraction Management LLC | 72K | $820K | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 15 | Kamunting Street Capital Management, L.P. | 64K | $746K | ▲New +64K sh | Q1 2026 | |
| 16 | Sowell Financial Services LLC | 63K | $723K | ▼−0.9% Reduced · −550 sh | Q2 2026 | |
| 17 | Cetera Investment Advisers | 63K | $729K | ▲New +63K sh | Q1 2026 | |
| 18 | Clear Harbor Asset Management, LLC | 58K | $666K | ▼−13% Reduced · −9K sh | Q2 2026 | |
| 19 | Chicago Partners Investment Group LLC | 46K | $529K | —Held | Q2 2026 | |
| 20 | Mezzasalma Advisors, LLC | 41K | $466K | ▼−8.3% Reduced · −4K sh | Q2 2026 | |
| 21 | One Charles Private Wealth Services, LLC | 40K | $457K | —Held | Q2 2026 | |
| 22 | Sigma Planning Corp | 29K | $338K | ▼−16% Reduced · −6K sh | Q2 2026 | |
| 23 | Terril Brothers, Inc. | 27K | $311K | —Held | Q2 2026 | |
| 24 | Lazari Capital Management, Inc. | 25K | $281K | —Held | Q2 2026 | |
| 25 | HUB Investment Partners, LLC | 22K | $254K | ▲New +22K sh | 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, 10 funds opened a new position in ET 9.25 PERP I and 3 added to an existing one, while 8 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 28 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 28 funds | $1.4B |
| APPLE INCAAPL | 27 funds | $3.8B |
| MICROSOFT CORPMSFT | 27 funds | $2.1B |
| AMAZON.COM INCAMZN | 27 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $742.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $727.7M |
| BANK OF AMERICA CORPBAC | 26 funds | $368.8M |
| BROADCOM INCAVGO | 25 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 25 funds | $947.1M |
| CISCO SYSTEMS INCCSCO | 25 funds | $417.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $1.4B |
Ranked by how many of ET 9.25 PERP I's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Latest quarterly filings | 4 | 8 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| ETlp | 1175 funds | $19.0B |
| ET 9.25 PERP Ithis pagePreferred | 55 funds | $108.3M |
| 29273VBC3Corporate Bond - Domestic | 1 funds | $3.0M |
| 29273VBG4Corporate Bond - Domestic | 1 funds | $99K |
| 29273VAX8Corporate Bond - Domestic | 1 funds | $78K |
| 29273VBH2Corporate Bond - Domestic | 1 funds | $75K |
| 29273VAZ3COUPON BEARING BOND | 1 funds | $14K |
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 ET 9.25 PERP I
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 9.25 PERP I/capital-change-brief"
Use Arkolith's capital_change_brief for ET 9.25 PERP I. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ET 9.25 PERP I. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.