Who owns EAGG (EAGG)
Which tracked institutional funds hold EAGG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EAGG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EAGG is one-sided between 2025-Q4 and 2026-Q1: 96 added or opened and 32 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EAGG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EAGG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EAGG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 466 tracked filers holding EAGG, 318 increased or opened the position and 120 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EAGG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$17M
- Riverwater Partners LLC$3M
- Independent Advisor Alliance$1M
- Crestwood Advisors Group, LLC$868K
- BANK OF MONTREAL /CAN/$760K
- FinArc Investments, Inc.$720K
Full exits 6
- SageView Advisory Group, LLC$4M
- NewEdge Advisors, LLC$4M
- Long Run Wealth Advisors, LLC$4M
- Valeo Financial Advisors, LLC$1M
- Austin Private Wealth, LLC$581K
- Wealth Advisory Team LLC$523K
Largest adds
- BANK OF AMERICA CORP /DE/$125M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$108M
- MERCER GLOBAL ADVISORS INC /ADV$40M
- ENVESTNET ASSET MANAGEMENT INC$36M
- JPMORGAN CHASE & CO$33M
- LPL Financial LLC$32M
Largest trims
- Capital Advisors, Ltd. LLC$68M
- SigFig Wealth Management, LLC$34M
- KEYBANK NATIONAL ASSOCIATION/OH$19M
- GOLDMAN SACHS GROUP INC$6M
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 22,467,535 | $1.1B | 29.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,920,282 | $423M | 11.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,403,448 | $209M | 5.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,828,027 | $182M | 5.0% | 2026-Q1 |
| LPL Financial LLC added | 2,798,226 | $133M | 3.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,296,552 | $109M | 3.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,883,908 | $90M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,872,348 | $89M | 2.4% | 2026-Q1 |
| BlackRock, Inc. added | 1,766,886 | $84M | 2.3% | 2026-Q1 |
| Betterment LLC added | 1,659,986 | $79M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,484,669 | $71M | 1.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 895,934 | $43M | 1.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 844,212 | $40M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 823,406 | $39M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 741,297 | $35M | 1.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 700,129 | $33M | 0.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 668,211 | $32M | 0.9% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 657,769 | $31M | 0.9% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 651,418 | $31M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 544,260 | $26M | 0.7% | 2026-Q1 |
| CWM, LLC added | 532,001 | $25M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 526,625 | $25M | 0.7% | 2026-Q1 |
| Composition Wealth, LLC added | 502,181 | $24M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 497,773 | $23M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 480,784 | $23M | 0.6% | 2026-Q1 |
| M&T Bank Corp added | 468,577 | $22M | 0.6% | 2026-Q1 |
| Olde Wealth Management, LLC added | 460,742 | $22M | 0.6% | 2026-Q1 |
| Destination Wealth Management added | 455,014 | $22M | 0.6% | 2026-Q1 |
| UBS Group AG added | 398,736 | $19M | 0.5% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 390,986 | $19M | 0.5% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 389,953 | $19M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 378,331 | $18M | 0.5% | 2026-Q1 |
| Savant Capital, LLC added | 367,909 | $17M | 0.5% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new | 360,183 | $17M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 360,124 | $17M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 346,349 | $16M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 336,359 | $16M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 334,105 | $16M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC added | 302,401 | $14M | 0.4% | 2026-Q1 |
| Accredited Investors Inc. added | 287,506 | $14M | 0.4% | 2026-Q1 |
| FMR LLC added | 283,644 | $13M | 0.4% | 2026-Q1 |
| ZEVIN ASSET MANAGEMENT LLC added | 278,642 | $13M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 239,827 | $11M | 0.3% | 2026-Q1 |
| Facet Wealth, Inc. added | 233,009 | $11M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. added | 231,886 | $11M | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 229,983 | $11M | 0.3% | 2026-Q1 |
| WESBANCO BANK INC added | 227,792 | $11M | 0.3% | 2026-Q1 |
| Apella Capital, LLC added | 225,921 | $11M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 223,528 | $11M | 0.3% | 2026-Q1 |
| Joel Adams & Associates, Inc. added | 223,087 | $11M | 0.3% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 209,264 | $10M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 201,623 | $10M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 192,218 | $9M | 0.3% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 190,950 | $9M | 0.2% | 2026-Q1 |
| Affinity Capital Advisors, LLC trimmed | 187,857 | $9M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 177,428 | $8M | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 173,157 | $8M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 171,989 | $8M | 0.2% | 2026-Q1 |
| Creative Planning added | 170,469 | $8M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 164,153 | $8M | 0.2% | 2026-Q1 |
| eCIO, Inc. added | 151,322 | $7M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 143,177 | $7M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 140,772 | $7M | 0.2% | 2026-Q1 |
| Mascoma Wealth Management LLC added | 140,648 | $7M | 0.2% | 2026-Q1 |
| BLUESTEM FINANCIAL ADVISORS, LLC trimmed | 138,765 | $7M | 0.2% | 2026-Q1 |
| One Wealth Advisors, LLC added | 137,597 | $7M | 0.2% | 2026-Q1 |
| Archer Investment Management, LLC added | 136,477 | $6M | 0.2% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 134,911 | $6M | 0.2% | 2026-Q1 |
| NEPC LLC added | 130,692 | $6M | 0.2% | 2026-Q1 |
| rebel Financial LLC added | 130,444 | $6M | 0.2% | 2026-Q1 |
| Alaska Wealth Advisors, LLC added | 129,290 | $6M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 129,040 | $6M | 0.2% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 124,172 | $6M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 123,043 | $6M | 0.2% | 2026-Q1 |
| Avise Financial Cooperative, Inc. added | 119,007 | $6M | 0.2% | 2026-Q1 |
| Rossby Financial, LCC added | 119,307 | $6M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 117,527 | $6M | 0.2% | 2026-Q1 |
| Shira Ridge Wealth Management added | 116,463 | $6M | 0.2% | 2026-Q1 |
| Wealth Architects, LLC added | 116,374 | $6M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 116,063 | $6M | 0.2% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 109,613 | $5M | 0.1% | 2026-Q1 |
| Brio Consultants, LLC added | 104,916 | $5M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 100,658 | $5M | 0.1% | 2026-Q1 |
| Atlantic Private Wealth, LLC added | 94,367 | $4M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 91,598 | $4M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 91,601 | $4M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 89,146 | $4M | 0.1% | 2026-Q1 |
| Horst & Graben Wealth Management LLC added | 88,885 | $4M | 0.1% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 85,473 | $4M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 82,599 | $4M | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer added | 79,259 | $4M | 0.1% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC trimmed | 77,403 | $4M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 76,875 | $4M | 0.1% | 2026-Q1 |
| JNBA Financial Advisors added | 76,619 | $4M | 0.1% | 2026-Q1 |
| Garde Capital, Inc. trimmed | 192,976 | $9M | 0.3% | 2025-Q3 stale |
| DOHJ, LLC trimmed | 191,789 | $9M | 0.2% | 2025-Q2 stale |
| SageView Advisory Group, LLC added | 93,593 | $4M | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 89,222 | $4M | 0.1% | 2025-Q4 stale |
| Long Run Wealth Advisors, LLC added | 76,527 | $4M | 0.1% | 2025-Q4 stale |
| Parkside Advisors LLC trimmed | 76,859 | $4M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.