Who owns EALT
Which tracked institutional funds hold EALT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EALT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
12 tracked funds added or opened EALT while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
EALT’s largest tracked holder by dollar value, Bullseye Investment Management, LLC, sizes it at 16.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EALT 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 56 tracked filers holding EALT, 29 increased or opened the position and 31 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 EALT 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 3
- Simplicity Wealth,LLC$954K
- MORGAN STANLEY$926K
- PRINCIPAL SECURITIES, INC.$749K
Full exits 5
- CWM, LLC$19M
- Mutual Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- OLD MISSION CAPITAL LLC$1M
- Arista Wealth Management, LLC$502K
Largest adds
- Triad Wealth Partners, LLC$3M
- Orion Porfolio Solutions, LLC$2M
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$848K
- ENVESTNET ASSET MANAGEMENT INC$824K
- RAYMOND JAMES FINANCIAL INC$567K
- OSAIC HOLDINGS, INC.$548K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- IHT Wealth Management, LLC$1M
- SMART Wealth LLC$294K
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 |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC added | 343,157 | $12M | 8.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 199,868 | $7M | 4.7% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 193,349 | $7M | 4.6% | 2026-Q2 |
| SMART Wealth LLC trimmed | 167,620 | $6M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 136,038 | $5M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 135,822 | $5M | 3.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 115,813 | $4M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 86,922 | $3M | 2.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 75,174 | $3M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 75,012 | $3M | 1.8% | 2026-Q2 |
| Atria Investments, Inc trimmed | 71,413 | $3M | 1.7% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 56,387 | $2M | 1.3% | 2026-Q2 |
| Encompass More Asset Management added | 53,236 | $2M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 50,047 | $2M | 1.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 49,378 | $2M | 1.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 38,350 | $1M | 0.9% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 32,027 | $1M | 0.8% | 2026-Q2 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 31,905 | $1M | 0.8% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 30,736 | $1M | 0.7% | 2026-Q2 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC added | 29,609 | $1M | 0.7% | 2026-Q2 |
| Simplicity Wealth,LLC new | 26,600 | $954K | 0.6% | 2026-Q2 |
| MORGAN STANLEY new | 25,825 | $926K | 0.6% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 23,588 | $846K | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 22,517 | $807K | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. new | 20,885 | $749K | 0.5% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 19,959 | $716K | 0.5% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 18,328 | $657K | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 17,939 | $643K | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 16,665 | $598K | 0.4% | 2026-Q2 |
| Stirlingshire Investments, Inc. added | 16,364 | $587K | 0.4% | 2026-Q2 |
| Sequent Planning LLC added | 16,075 | $576K | 0.4% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 14,503 | $520K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 13,915 | $499K | 0.3% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC | 11,614 | $416K | 0.3% | 2026-Q2 |
| Inspire Advisors, LLC added | 11,591 | $416K | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 11,138 | $399K | 0.3% | 2026-Q2 |
| Financial Network Wealth Advisors LLC added | 10,693 | $383K | 0.3% | 2026-Q2 |
| Hiley Hunt Wealth Management trimmed | 9,540 | $342K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,344 | $335K | 0.2% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 9,169 | $329K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 8,983 | $322K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC | 8,455 | $303K | 0.2% | 2026-Q2 |
| Vantage Point Financial LLC added | 8,309 | $298K | 0.2% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 7,470 | $268K | 0.2% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 6,938 | $249K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors new | 6,805 | $244K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 6,400 | $230K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 6,340 | $227K | 0.2% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ | 6,228 | $223K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 5,712 | $205K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 5,398 | $194K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 3,048 | $109K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 585 | $21K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 467 | $17K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 400 | $14K | 0.0% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 350 | $13K | 0.0% | 2026-Q2 |
| CWM, LLC added | 572,589 | $19M | 12.7% | 2026-Q1 stale (1 quarter behind) |
| Mutual Advisors, LLC trimmed | 71,419 | $2M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 40,803 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 37,100 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Arista Wealth Management, LLC trimmed | 14,948 | $502K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| World Investment Advisors new | 8,966 | $301K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 6,852 | $230K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP trimmed | 6,505 | $218K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 4,994 | $168K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. trimmed | 467 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Bright Futures Wealth Management, LLC. trimmed | 26,451 | $933K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| TABLEAUX LLC trimmed | 25,694 | $907K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Wheelhouse Advisory Group LLC new | 6,020 | $300K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 880,391 | $27M | 17.9% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC | 24,900 | $860K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 6,465 | $223K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BARCLAYS PLC trimmed | 196 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| 3EDGE Asset Management, LP trimmed | 286,270 | $9M | 6.2% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Advisors Inc. | 13,950 | $454K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Royal Bank of Canada | 1,253 | $41K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 955 | $31K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.