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/EWL/capital-change-brief"
Use Arkolith's capital_change_brief for EWL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $124.0M | 2.1M | ▲+6.2% Added · +122K sh | Q1 2026 | |
| 2 | 1607 Capital Partners, LLC | $76.7M | 1.3M | ▼−13% Reduced · −190K sh | Q1 2026 | |
| 3 | Fisher Asset Management, LLC | $65.5M | 1.1M | ▼−4.5% Reduced · −53K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $62.4M | 1.1M | ▲+6.2% Added · +62K sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | $55.9M | 951K | ▼−21% Reduced · −257K sh | Q1 2026 | |
| 6 | UBS Group AG | $52.8M | 898K | ▲+132% Added · +510K sh | Q1 2026 | |
| 7 | Vontobel Holding Ltd. | $38.9M | 661K | ▼−2.0% Reduced · −14K sh | Q1 2026 | |
| 8 | Catalyst Capital Advisors LLC | $31.8M | 541K | ▲+8.0% Added · +40K sh | Q1 2026 | |
| 9 | Millburn Ridgefield LLC /DE/ | $31.8M | 541K | ▲+8.0% Added · +40K sh | Q1 2026 | |
| 10 | BlackRock, Inc. | $29.5M | 502K | ▼−67% Reduced · −1.0M sh | Q1 2026 | |
| 11 | Trajan Wealth LLC | $19.0M | 323K | ▲+2.1% Added · +7K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $18.5M | 322K | ▼−52% Reduced · −349K sh | Q1 2026 | |
| 13 | GenTrust, LLC | $17.8M | 303K | ▲+4.5% Added · +13K sh | Q1 2026 | |
| 14 | Lido Advisors, LLC | $17.3M | 294K | ▲+156% Added · +179K sh | Q1 2026 | |
| 15 | Bank Julius Baer & Co. Ltd, Zurich | $16.9M | 287K | ▲+21% Added · +50K sh | Q1 2026 | |
| 16 | Waverly Advisors, LLC | $13.3M | 226K | ▲+1.6% Added · +4K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $10.9M | 185K | ▼−2.3% Reduced · −4K sh | Q1 2026 | |
| 18 | PGIM Custom Harvest LLC | $7.8M | 132K | ▲+21% Added · +23K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $7.4M | 125K | ▲+502% Added · +104K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $7.3M | 124K | ▲+21% Added · +22K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $6.0M | 102K | ▼−26% Reduced · −37K sh | Q1 2026 | |
| 22 | Compagnie Lombard Odier SCmA | $4.7M | 80K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 23 | TD Waterhouse Canada Inc. | $4.2M | 71K | ▲+10% Added · +6K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $3.9M | 65K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 57K | ▼−9.6% Reduced · −6K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 63 funds | $23.3B |
| MICROSOFT CORPMSFT | 63 funds | $22.6B |
| ALPHABET INC-CL AGOOGL | 63 funds | $15.6B |
| BROADCOM INCAVGO | 63 funds | $9.9B |
| ALPHABET INC-CL CGOOG | 63 funds | $9.0B |
| JPMORGAN CHASE & COJPM | 63 funds | $8.6B |
| META PLATFORMS INC-CLASS AMETA | 63 funds | $8.6B |
| VISA INC-CLASS A SHARESV | 63 funds | $5.9B |
| JOHNSON & JOHNSONJNJ | 63 funds | $5.3B |
| WALMART INCWMT | 63 funds | $5.1B |
| COSTCO WHOLESALE CORPCOST | 63 funds | $4.4B |
| MASTERCARD INC - AMA | 63 funds | $3.6B |
Ranked by how many of EWL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EWL. 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.