Among active 13F managers last quarter, 10 opened and 15 added, while 12 reduced; the largest holder to move was Evergreen Capital Management LLC (+1.6%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
89 tracked 13F filers disclose a position in TEI as of the latest SEC 13F filings, a combined $84.9M 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 | Morgan Stanley | 2.8M | $16.5M | ▼−3.8% Reduced · −108K sh | Q1 2026 | |
| 2 | Evergreen Capital Management LLC | 2.2M | $15.1M | ▲+1.6% Added · +35K sh | Q2 2026 | |
| 3 | Pathstone Holdings, LLC | 1.4M | $9.7M | ▲+5.7% Added · +78K sh | Q2 2026 | |
| 4 | Rareview Capital LLC | 605K | $3.6M | ▲+9.7% Added · +53K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 574K | $3.4M | ▲+2.9% Added · +16K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | 510K | $3.1M | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 7 | Pekin Hardy Strauss, Inc. | 420K | $2.8M | ▲+10% Added · +39K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 383K | $2.3M | ▲+56% Added · +138K sh | Q1 2026 | |
| 9 | Uncommon Cents Investing Inc | 302K | $2.0M | ▲+21% Added · +52K sh | Q2 2026 | |
| 10 | Shaker Financial Services, LLC | 301K | $2.0M | ▲+99% Added · +150K sh | Q2 2026 | |
| 11 | Flagship Harbor Advisors, LLC | 276K | $1.9M | ▲+5.6% Added · +15K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 244K | $1.5M | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 228K | $1.4M | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 14 | Bank Of America Corp | 211K | $1.3M | ▼−17% Reduced · −44K sh | Q1 2026 | |
| 15 | Guggenheim Capital LLC | 203K | $1.2M | ▼−4.7% Reduced · −10K sh | Q1 2026 | |
| 16 | Mills Wealth Advisors LLC | 189K | $1.3M | ▼−7.0% Reduced · −14K sh | Q2 2026 | |
| 17 | Oppenheimer & Co Inc | 186K | $1.3M | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 18 | Advisors Asset Management, Inc. | 185K | $1.2M | ▼−45% Reduced · −152K sh | Q2 2026 | |
| 19 | Kaizen Financial Strategies | 178K | $1.2M | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 20 | US Bancorp | 176K | $1.1M | —Held | Q1 2026 | |
| 21 | Mason & Associates Inc | 172K | $1.2M | ▲+105% Added · +88K sh | Q2 2026 | |
| 22 | Wells Fargo & Company | 147K | $880K | ▲+7.6% Added · +10K sh | Q1 2026 | |
| 23 | Mutual Advisors, LLC | 119K | $804K | ▼−51% Reduced · −125K sh | Q2 2026 | |
| 24 | Invictus Private Wealth, LLC | 113K | $764K | —Held | Q2 2026 | |
| 25 | Bramshill Investments, LLC | 111K | $751K | ▲+1.2% Added · +1K sh | 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.
Last quarter, 10 funds opened a new position in TEI and 15 added to an existing one, while 12 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 46 funds | $4.5B |
| Amazon.com IncAMZN | 44 funds | $5.2B |
| Apple IncAAPL | 43 funds | $7.0B |
| Nvidia CorpNVDA | 43 funds | $6.6B |
| Meta Platforms Inc-Class AMETA | 43 funds | $1.9B |
| Walmart IncWMT | 43 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 42 funds | $3.5B |
| JPMorgan Chase & CoJPM | 42 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 42 funds | $1.5B |
| Chevron CorpCVX | 42 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 41 funds | $2.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 41 funds | $2.1B |
Ranked by how many of TEI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TEI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2018 | Weinstein Boaz | 10% Owner | Sell (S) | 14K | $136K |
| Aug 30, 2018 | Weinstein Boaz | 10% Owner | Sell (S) | 78K | $784K |
| Aug 29, 2018 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 23K | $236K |
| Aug 28, 2018 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 24K | $245K |
| Aug 27, 2018 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 13K | $135K |
| Aug 24, 2018 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 1K | $12K |
| Aug 23, 2018 | Weinstein Boaz | 10% Owner | Sell (S) | 17K | $173K |
| Aug 22, 2018 | Weinstein Boaz | 10% Owner | Sell (S) | 25K | $258K |
| Aug 21, 2018 | Weinstein Boaz | 10% Owner | Sell (S) | 107K | $1.1M |
| Aug 20, 2018 | Weinstein Boaz | 10% Owner | Sell (S) | 108K | $1.1M |
| Aug 16, 2018 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 53K | $549K |
| Aug 15, 2018 | Saba Capital Management, L.P. | 10% Owner | Sell (S) | 400 | $4K |
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 | 30 | 24 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 TEI
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/TEI/capital-change-brief"
Use Arkolith's capital_change_brief for TEI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.