Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 99 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 463 tracked filers holding EAGG, 333 increased or opened the position and 131 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 2026-Q1 and 2026-Q2 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
- Garde Capital, Inc.$10M
- NewEdge Advisors, LLC$8M
- Wealth Advisory Team LLC$1M
- ZENITH SOLUTIONS, INC.$1M
- Diversify Advisory Services, LLC$981K
- NWAM LLC$767K
Full exits 22
- Betterment LLC$79M
- CWM, LLC$25M
- Olde Wealth Management, LLC$22M
- Thrivent Financial for Lutherans$16M
- PARK AVENUE SECURITIES LLC$11M
- Cambridge Investment Research Advisors, Inc.$11M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$47M
- BANK OF AMERICA CORP /DE/$36M
- JPMORGAN CHASE & CO$26M
- M&T Bank Corp$21M
- MERCER GLOBAL ADVISORS INC /ADV$19M
- LPL Financial LLC$18M
Largest trims
- Archer Investment Management, LLC$4M
- Mariner, LLC$1M
- ZEVIN ASSET MANAGEMENT LLC$759K
- Gateway Wealth Partners, LLC$646K
- Sand Hill Global Advisors, LLC$570K
- Wealth Architects, LLC$517K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 23,292,198 | $1.1B | 29.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 9,436,452 | $449M | 11.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,411,309 | $257M | 6.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,247,541 | $201M | 5.4% | 2026-Q2 |
| LPL Financial LLC added | 3,183,154 | $151M | 4.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,306,154 | $109M | 2.9% | 2026-Q2 |
| BlackRock, Inc. added | 1,971,318 | $93M | 2.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,950,256 | $92M | 2.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,930,868 | $92M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,577,910 | $75M | 2.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 1,061,035 | $50M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 995,963 | $47M | 1.3% | 2026-Q2 |
| M&T Bank Corp added | 922,559 | $44M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 878,393 | $42M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 742,934 | $35M | 0.9% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 737,050 | $35M | 0.9% | 2026-Q2 |
| SEI INVESTMENTS CO added | 728,269 | $35M | 0.9% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 690,130 | $33M | 0.9% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 672,538 | $32M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 624,666 | $30M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 591,209 | $28M | 0.7% | 2026-Q2 |
| Composition Wealth, LLC added | 544,699 | $26M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 544,648 | $25M | 0.7% | 2026-Q2 |
| Allworth Financial LP added | 495,365 | $23M | 0.6% | 2026-Q2 |
| Destination Wealth Management added | 482,719 | $23M | 0.6% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 455,646 | $22M | 0.6% | 2026-Q2 |
| Savant Capital, LLC added | 414,082 | $20M | 0.5% | 2026-Q2 |
| UBS Group AG added | 404,781 | $19M | 0.5% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 399,763 | $19M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 396,216 | $19M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 370,309 | $18M | 0.5% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 367,233 | $17M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 354,979 | $17M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 331,668 | $16M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 313,001 | $15M | 0.4% | 2026-Q2 |
| FMR LLC added | 298,887 | $14M | 0.4% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 286,286 | $14M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 267,862 | $13M | 0.3% | 2026-Q2 |
| ZEVIN ASSET MANAGEMENT LLC trimmed | 263,451 | $12M | 0.3% | 2026-Q2 |
| Facet Wealth, Inc. added | 258,165 | $12M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. added | 240,524 | $11M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 239,778 | $11M | 0.3% | 2026-Q2 |
| Apella Capital, LLC added | 236,196 | $11M | 0.3% | 2026-Q2 |
| WESBANCO BANK INC added | 232,750 | $11M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 230,813 | $11M | 0.3% | 2026-Q2 |
| Joel Adams & Associates, Inc. added | 230,463 | $11M | 0.3% | 2026-Q2 |
| Garde Capital, Inc. added | 209,602 | $10M | 0.3% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 208,970 | $10M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 200,319 | $9M | 0.3% | 2026-Q2 |
| Affinity Capital Advisors, LLC added | 199,212 | $9M | 0.3% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 197,858 | $9M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 195,520 | $9M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 189,690 | $9M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 178,326 | $8M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 177,037 | $8M | 0.2% | 2026-Q2 |
| Creative Planning added | 173,461 | $8M | 0.2% | 2026-Q2 |
| eCIO, Inc. added | 164,204 | $8M | 0.2% | 2026-Q2 |
| One Wealth Advisors, LLC added | 162,221 | $8M | 0.2% | 2026-Q2 |
| BLUESTEM FINANCIAL ADVISORS, LLC added | 154,210 | $7M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 152,746 | $7M | 0.2% | 2026-Q2 |
| Avise Financial Cooperative, Inc. added | 149,742 | $7M | 0.2% | 2026-Q2 |
| Rossby Financial, LCC added | 148,835 | $7M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 145,960 | $7M | 0.2% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 143,276 | $7M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 142,142 | $7M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 135,801 | $6M | 0.2% | 2026-Q2 |
| NEPC LLC | 130,692 | $6M | 0.2% | 2026-Q2 |
| Alaska Wealth Advisors, LLC added | 130,455 | $6M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC | 123,043 | $6M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 122,989 | $6M | 0.2% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 120,842 | $6M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 119,767 | $6M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 116,709 | $6M | 0.1% | 2026-Q2 |
| Stewardship Advisors, LLC added | 112,243 | $5M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 111,410 | $5M | 0.1% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 109,273 | $5M | 0.1% | 2026-Q2 |
| Brio Consultants, LLC added | 109,222 | $5M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 109,133 | $5M | 0.1% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 105,802 | $5M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 100,902 | $5M | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer added | 100,768 | $5M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 97,647 | $5M | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 93,618 | $4M | 0.1% | 2026-Q2 |
| Global Endowment Management, LP added | 93,604 | $4M | 0.1% | 2026-Q2 |
| Atlantic Private Wealth, LLC trimmed | 93,072 | $4M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC added | 92,542 | $4M | 0.1% | 2026-Q2 |
| Westfuller Advisors, LLC added | 91,000 | $4M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 87,681 | $4M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 87,443 | $4M | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 78,512 | $4M | 0.1% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 78,289 | $4M | 0.1% | 2026-Q2 |
| JNBA Financial Advisors added | 77,229 | $4M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 77,175 | $4M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 75,884 | $4M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 75,114 | $4M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 73,824 | $3M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 72,614 | $3M | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 69,057 | $3M | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 68,778 | $3M | 0.1% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 68,155 | $3M | 0.1% | 2026-Q2 |
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.