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/EWP/capital-change-brief"
Use Arkolith's capital_change_brief for EWP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | National Pension Service | $439.5M | 8.1M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $339.5M | 6.3M | ▲+191% Added · +4.1M sh | Q1 2026 | |
| 3 | HSBC HOLDINGS PLC | $213.7M | 3.9M | ▼−19% Reduced · −903K sh | Q1 2026 | |
| 4 | BANK OF MONTREAL /CAN/ | $56.9M | 1.0M | ▲+29% Added · +237K sh | Q1 2026 | |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | $27.5M | 527K | —Held | Q1 2026 | |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $21.5M | 395K | ▲+31% Added · +94K sh | Q1 2026 | |
| 7 | PRUDENTIAL PLC | $16.1M | 297K | ▼−3.8% Reduced · −12K sh | Q1 2026 | |
| 8 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $13.2M | 244K | ▼−87% Reduced · −1.6M sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $13.2M | 242K | ▲+51% Added · +82K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $12.1M | 222K | ▼−3.4% Reduced · −8K sh | Q1 2026 | |
| 11 | Whitcomb & Hess, Inc. | $13.1M | 221K | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $11.6M | 214K | ▼−16% Reduced · −42K sh | Q1 2026 | |
| 13 | Catalyst Capital Advisors LLC | $11.6M | 213K | ▲+4.3% Added · +9K sh | Q1 2026 | |
| 14 | Millburn Ridgefield LLC /DE/ | $11.6M | 213K | ▲+4.3% Added · +9K sh | Q1 2026 | |
| 15 | CIBC WORLD MARKET INC. | $11.4M | 211K | ▼−0.2% Reduced · −523 sh | Q1 2026 | |
| 16 | Moran Wealth Management, LLC | $9.0M | 166K | ▲+19% Added · +26K sh | Q1 2026 | |
| 17 | UBS Group AG | $8.2M | 150K | ▼−8.4% Reduced · −14K sh | Q1 2026 | |
| 18 | Avior Wealth Management, LLC | $6.3M | 116K | ▲New +116K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | $4.9M | 89K | ▼−60% Reduced · −133K sh | Q1 2026 | |
| 20 | MONTAG A & ASSOCIATES INC | $3.9M | 71K | ▲+1.9% Added · +1K sh | Q1 2026 | |
| 21 | ZACKS INVESTMENT MANAGEMENT | $3.7M | 69K | ▲+16% Added · +9K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $3.5M | 68K | ▲+238% Added · +48K sh | Q1 2026 | |
| 23 | TD Waterhouse Canada Inc. | $3.6M | 66K | ▼−7.4% Reduced · −5K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $2.9M | 54K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $2.7M | 50K | ▼−5.7% Reduced · −3K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 37 funds | $11.2B |
| ALPHABET INC-CL CGOOG | 37 funds | $6.1B |
| BROADCOM INCAVGO | 37 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 37 funds | $5.3B |
| ELI LILLY & COLLY | 37 funds | $2.9B |
| VISA INC-CLASS A SHARESV | 37 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 37 funds | $2.6B |
| EXXON MOBIL CORPXOM | 37 funds | $2.5B |
| MASTERCARD INC - AMA | 37 funds | $1.8B |
| CHEVRON CORPCVX | 37 funds | $1.7B |
| NETFLIX INCNFLX | 37 funds | $1.4B |
| CISCO SYSTEMS INCCSCO | 37 funds | $1.2B |
Ranked by how many of EWP'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 EWP. 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.