120 tracked 13F filers disclose a position in IEO as of the latest SEC 13F filings, a combined $258.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $38.7M | 309K | ▲+12% Added · +32K sh | Q1 2026 | |
| 2 | BNP PARIBAS FINANCIAL MARKETS | $25.1M | 201K | ▲New +201K sh | Q1 2026 | |
| 3 | Bank Pictet & Cie (Europe) AG | $19.6M | 157K | ▲New +157K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $16.0M | 128K | ▲+35% Added · +34K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $14.6M | 117K | ▲+24% Added · +22K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $11.9M | 95K | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 7 | EP Wealth Advisors, LLC | $9.9M | 79K | ▲~0% Added · +22 sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $7.6M | 61K | ▲+7.7% Added · +4K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $7.4M | 59K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 55K | ▲+4.8% Added · +3K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $6.4M | 51K | ▲125× Added · +51K sh | Q1 2026 | |
| 12 | UBS Group AG | $6.2M | 50K | ▲+15% Added · +7K sh | Q1 2026 | |
| 13 | Mader & Shannon Wealth Management, Inc. | $5.3M | 48K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $5.5M | 44K | ▼−17% Reduced · −9K sh | Q1 2026 | |
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.5M | 44K | ▲+161% Added · +27K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 44K | ▲+325% Added · +34K sh | Q1 2026 | |
| 17 | Mutual Advisors, LLC | $3.8M | 30K | ▼−1.5% Reduced · −475 sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $3.4M | 27K | ▼−15% Reduced · −5K sh | Q1 2026 | |
| 19 | AlphaCore Capital LLC | $3.2M | 26K | ▼−1.3% Reduced · −350 sh | Q1 2026 | |
| 20 | GRIMES & Co WEALTH MANAGEMENT, LLC | $3.0M | 24K | ▼−3.7% Reduced · −918 sh | Q1 2026 | |
| 21 | Mariner, LLC | $2.8M | 22K | ▲+246% Added · +16K sh | Q1 2026 | |
| 22 | JOHNSON INVESTMENT COUNSEL INC | $2.7M | 22K | —Held | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $2.4M | 19K | ▲+8.1% Added · +1K sh | Q1 2026 | |
| 24 | Quadrature Capital Ltd | $2.2M | 18K | ▲New +18K sh | Q1 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $2.1M | 17K | ▲+7.4% Added · +1K 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.
Last quarter, 6 funds opened a new position in IEO and 7 added to an existing one, while 15 reduced and 0 exited entirely — 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 45 funds | $15.8B |
| BROADCOM INCAVGO | 45 funds | $8.1B |
| JPMORGAN CHASE & COJPM | 45 funds | $7.5B |
| ALPHABET INC-CL CGOOG | 45 funds | $7.1B |
| VISA INC-CLASS A SHARESV | 45 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 45 funds | $4.1B |
| ELI LILLY & COLLY | 45 funds | $3.9B |
| TESLA INCTSLA | 45 funds | $3.5B |
| MICRON TECHNOLOGY INCMU | 45 funds | $2.9B |
| MASTERCARD INC - AMA | 45 funds | $2.9B |
| SPDR GOLD SHARESGLD | 45 funds | $2.9B |
| CHEVRON CORPCVX | 45 funds | $2.8B |
Ranked by how many of IEO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/IEO/capital-change-brief"
Use Arkolith's capital_change_brief for IEO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.