No active 13F manager changed its position in EWSB last quarter. Over the last 180 days, 5 insiders bought and none sold, a net +$1.7M in open-market trades.
The legs disagree, or only one of them leans.
1 tracked 13F filer discloses a position in EWSB as of the latest SEC 13F filings, a combined $10K 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 | Winch Advisory Services, LLC | 1K | $10K | —Held | 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.
| Company | Co-held by | Their position there |
|---|---|---|
| SS SPDR P S&P 1500 Comp ETFSPTM | 1 funds | $54.2M |
| Nvidia CorpNVDA | 1 funds | $37.4M |
| Apple IncAAPL | 1 funds | $30.5M |
| Vanguard Short-Term TreasuryVGSH | 1 funds | $29.4M |
| Vanguard Int-Term CorporateVCIT | 1 funds | $27.0M |
| SS SPDR BB 1-3M T-Bill ETFBIL | 1 funds | $22.4M |
| Cap Group US Multi-Sect BondCGMS | 1 funds | $21.6M |
| Alphabet Inc-CL CGOOG | 1 funds | $20.8M |
| Amazon.com IncAMZN | 1 funds | $18.9M |
| Microsoft CorpMSFT | 1 funds | $15.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 1 funds | $12.4M |
| Goldman Sachs Access TreasurGBIL | 1 funds | $11.9M |
Ranked by how many of EWSB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EWSB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Haen Steven | Director | Buy (P) | 1K | $10K |
| Jun 29, 2026 | Schmalz Charles D | President & CEO, Director | Buy (P) 2 lots, same day | 68K | $676K |
| Jun 29, 2026 | Mangold James E | VP - Lending | Buy (P) | 40K | $400K |
| Jun 29, 2026 | Schneider Kory J | VP - Member Experience | Buy (P) 2 lots, same day | 48K | $479K |
| Jun 29, 2026 | Vander Loop Kailee | VP HR Technology | Buy (P) 3 lots, same day | 15K | $152K |
| May 5, 2025 | Schmalz Charles D | President & CEO, Director | Buy (P) | 2K | $22K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 0 | – |
Insiders Form 4 open-market | 5 | 0 | +$1.7M |
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 about 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.
Connected entities for EWSB
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/EWSB/capital-change-brief"
Use Arkolith's capital_change_brief for EWSB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EWSB. Filings are public domain, sourced to SEC EDGAR.