78 tracked 13F filers disclose a position in TEI as of the latest SEC 13F filings, a combined $84.1M 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 | $16.5M | 2.8M | ▼−3.8% Reduced · −108K sh | Q1 2026 | |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $15.1M | 2.2M | ▲+1.6% Added · +35K sh | Q2 2026 | |
| 3 | Pathstone Holdings, LLC | $8.2M | 1.4M | ▲+36% Added · +359K sh | Q1 2026 | |
| 4 | Rareview Capital LLC | $3.6M | 605K | ▲+9.7% Added · +53K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $3.4M | 574K | ▲+2.9% Added · +16K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $3.1M | 510K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 7 | Pekin Hardy Strauss, Inc. | $2.8M | 420K | ▲+10% Added · +39K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $2.3M | 383K | ▲+56% Added · +138K sh | Q1 2026 | |
| 9 | Advisors Asset Management, Inc. | $2.0M | 336K | ▼−23% Reduced · −98K sh | Q1 2026 | |
| 10 | Uncommon Cents Investing LLC | $2.0M | 302K | ▲+21% Added · +52K sh | Q2 2026 | |
| 11 | Shaker Financial Services, LLC | $2.0M | 301K | ▲+99% Added · +150K sh | Q2 2026 | |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $1.9M | 276K | ▲+5.6% Added · +15K sh | Q2 2026 | |
| 13 | Mutual Advisors, LLC | $1.5M | 244K | ▼−7.6% Reduced · −20K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $1.5M | 244K | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.4M | 228K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $1.3M | 211K | ▼−17% Reduced · −44K sh | Q1 2026 | |
| 17 | GUGGENHEIM CAPITAL LLC | $1.2M | 203K | ▼−4.7% Reduced · −10K sh | Q1 2026 | |
| 18 | Mills Wealth Advisors LLC | $1.3M | 189K | ▼−7.0% Reduced · −14K sh | Q2 2026 | |
| 19 | OPPENHEIMER & CO INC | $1.3M | 186K | ▼−0.6% Reduced · −1K sh | Q2 2026 | |
| 20 | Kaizen Financial Strategies | $1.2M | 178K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 21 | US BANCORP \DE\ | $1.1M | 176K | —Held | Q1 2026 | |
| 22 | Mason & Associates Inc | $1.2M | 172K | ▲+105% Added · +88K sh | Q2 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $880K | 147K | ▲+7.6% Added · +10K sh | Q1 2026 | |
| 24 | INVICTUS PRIVATE WEALTH, LLC | $764K | 113K | —Held | Q2 2026 | |
| 25 | Bramshill Investments, LLC | $661K | 110K | ▼−0.7% Reduced · −812 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 TEI and 12 added to an existing one, while 11 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 |
|---|---|---|
| APPLE INCAAPL | 35 funds | $4.5B |
| NVIDIA CORPNVDA | 35 funds | $4.0B |
| MICROSOFT CORPMSFT | 35 funds | $3.0B |
| AMAZON.COM INCAMZN | 35 funds | $2.5B |
| WALMART INCWMT | 34 funds | $947.5M |
| ALPHABET INC-CL AGOOGL | 33 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 33 funds | $1.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 33 funds | $847.1M |
| CHEVRON CORPCVX | 33 funds | $528.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 32 funds | $1.3B |
Ranked by how many of TEI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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.