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/ETR/capital-change-brief"
Use Arkolith's capital_change_brief for ETR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.6B | 41.0M | ▲+1.2% Added · +494K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.3B | 29.4M | ▲New +29.4M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $3.0B | 27.4M | ▲+21% Added · +4.7M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9B | 25.5M | ▲New +25.5M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $2.8B | 25.0M | ▲+2.5% Added · +597K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $2.0B | 17.4M | ▲+5.3% Added · +871K sh | Q1 2026 | |
| 7 | FMR LLC | $1.6B | 14.2M | ▼−4.8% Reduced · −723K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $1.3B | 12.0M | ▼−11% Reduced · −1.6M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 11.8M | ▲+1.9% Added · +220K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $1.1B | 9.6M | ▼−9.9% Reduced · −1.1M sh | Q1 2026 | |
| 11 | Clearbridge Investments, LLC | $771.6M | 6.9M | ▲+2.6% Added · +172K sh | Q1 2026 | |
| 12 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $750.8M | 6.7M | ▼−12% Reduced · −882K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $740.2M | 6.6M | ▼−4.8% Reduced · −332K sh | Q1 2026 | |
| 14 | Boston Partners | $688.6M | 6.1M | ▼−8.0% Reduced · −535K sh | Q1 2026 | |
| 15 | NORGES BANK | $528.3M | 5.7M | ▲+1.4% Added · +78K sh | Q4 2025 | |
| 16 | Newport Trust Company, LLC | $585.2M | 5.2M | ▼−1.9% Reduced · −103K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $524.2M | 4.7M | ▲+52% Added · +1.6M sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $470.3M | 4.2M | ▲+8.3% Added · +320K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $457.3M | 4.1M | ▲+0.3% Added · +12K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $439.4M | 3.9M | ▲+0.2% Added · +8K sh | Q1 2026 | |
| 21 | UBS Group AG | $427.6M | 3.8M | ▲+30% Added · +876K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $424.7M | 3.8M | ▲+10% Added · +354K sh | Q1 2026 | |
| 23 | ALKEON CAPITAL MANAGEMENT LLC | $373.7M | 3.3M | ▲+22% Added · +590K sh | Q1 2026 | |
| 24 | TD ASSET MANAGEMENT INC | $373.1M | 3.3M | ▼−1.4% Reduced · −48K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $370.4M | 3.3M | ▲+43% Added · +993K 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 |
|---|---|---|---|---|---|
| Jun 25, 2026 | COOK-NELSON KIMBERLY | EVP & Chief Operating Officer | Sell (S) | 5K | $575K |
| Jun 3, 2026 | FISACKERLY HALEY | Insider | Option exercise (M) | 7K | $387K |
| Jun 3, 2026 | FISACKERLY HALEY | Insider | Option exercise (M) | 4K | $174K |
| Jun 3, 2026 | FISACKERLY HALEY | Insider | Sell (S) | 11K | $1.2M |
| Jun 3, 2026 | FISACKERLY HALEY | Insider | Option exercise (M) | 4K | $0 |
| Jun 3, 2026 | FISACKERLY HALEY | Insider | Option exercise (M) | 7K | $0 |
| Jun 1, 2026 | Ropp Ralph Lewis | Director | Grant (A) | 221 | $0 |
| Jun 1, 2026 | BLACK JOHN H. | Director | Grant (A) | 221 | $0 |
| Jun 1, 2026 | BLACK JOHN H. | Director | Grant (A) | 858 | $0 |
| Jun 1, 2026 | DONALD KIRKLAND H | Director | Grant (A) | 858 | $0 |
| Jun 1, 2026 | DONALD KIRKLAND H | Director | Grant (A) | 221 | $0 |
| Jun 1, 2026 | ADAMS GINA F. | Director | Grant (A) | 858 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 385 funds | $289.1B |
| NVIDIA CORPNVDA | 383 funds | $405.8B |
| AMAZON.COM INCAMZN | 381 funds | $218.9B |
| META PLATFORMS INC-CLASS AMETA | 381 funds | $123.5B |
| APPLE INCAAPL | 380 funds | $312.3B |
| JPMORGAN CHASE & COJPM | 380 funds | $78.1B |
| ALPHABET INC-CL AGOOGL | 378 funds | $186.3B |
| BROADCOM INCAVGO | 377 funds | $157.8B |
| VISA INC-CLASS A SHARESV | 377 funds | $65.5B |
| ALPHABET INC-CL CGOOG | 375 funds | $123.5B |
| COSTCO WHOLESALE CORPCOST | 372 funds | $45.6B |
| ELI LILLY & COLLY | 370 funds | $79.5B |
Ranked by how many of ETR'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 ETR. 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.