Who owns EALT (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-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
14 tracked funds added or opened EALT while 10 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 16.4pp 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 2025-Q4 and 2026-Q1, across 61 tracked filers holding EALT, 34 increased or opened the position and 25 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 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 1
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$545K
Full exits 2
- Bright Futures Wealth Management, LLC.$933K
- TABLEAUX LLC$907K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- CWM, LLC$1M
- Triad Wealth Partners, LLC$1M
- OSAIC HOLDINGS, INC.$1M
- OLD MISSION CAPITAL LLC$912K
- Orion Porfolio Solutions, LLC$713K
Largest trims
- Mutual Advisors, LLC$7M
- RAYMOND JAMES FINANCIAL INC$2M
- Cetera Investment Advisers$2M
- JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC$2M
- HARBOUR INVESTMENTS, INC.$934K
- Arista Wealth Management, LLC$560K
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 |
|---|---|---|---|---|
| CWM, LLC added | 572,589 | $19M | 12.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 349,596 | $12M | 7.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 294,579 | $10M | 6.4% | 2026-Q1 |
| Brookstone Capital Management added | 215,855 | $7M | 4.7% | 2026-Q1 |
| SMART Wealth LLC trimmed | 187,711 | $6M | 4.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 180,333 | $6M | 3.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 128,107 | $4M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 107,312 | $4M | 2.3% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 105,730 | $4M | 2.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 81,717 | $3M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 73,741 | $2M | 1.6% | 2026-Q1 |
| Atria Investments, Inc added | 72,274 | $2M | 1.6% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 71,419 | $2M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 68,252 | $2M | 1.5% | 2026-Q1 |
| IHT Wealth Management, LLC added | 58,966 | $2M | 1.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 47,029 | $2M | 1.0% | 2026-Q1 |
| Encompass More Asset Management trimmed | 44,052 | $1M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 40,803 | $1M | 0.9% | 2026-Q1 |
| Visionary Wealth Advisors added | 38,468 | $1M | 0.8% | 2026-Q1 |
| Brookwood Investment Group LLC added | 37,113 | $1M | 0.8% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 37,100 | $1M | 0.8% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 34,951 | $1M | 0.8% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 33,000 | $1M | 0.7% | 2026-Q1 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC trimmed | 31,905 | $1M | 0.7% | 2026-Q1 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC trimmed | 25,701 | $863K | 0.6% | 2026-Q1 |
| SMITH, MOORE & CO. added | 20,221 | $679K | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 18,821 | $632K | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 17,484 | $587K | 0.4% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 16,217 | $545K | 0.4% | 2026-Q1 |
| Sequent Planning LLC trimmed | 15,722 | $528K | 0.3% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 15,150 | $509K | 0.3% | 2026-Q1 |
| Arista Wealth Management, LLC trimmed | 14,948 | $502K | 0.3% | 2026-Q1 |
| Stirlingshire Investments, Inc. trimmed | 13,533 | $455K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,481 | $453K | 0.3% | 2026-Q1 |
| Hiley Hunt Wealth Management trimmed | 12,293 | $413K | 0.3% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC | 11,614 | $390K | 0.3% | 2026-Q1 |
| Financial Network Wealth Advisors LLC added | 10,664 | $358K | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC new | 9,689 | $325K | 0.2% | 2026-Q1 |
| World Investment Advisors new | 8,966 | $301K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 8,700 | $292K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 8,455 | $284K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC | 8,183 | $275K | 0.2% | 2026-Q1 |
| Claro Advisors Inc. added | 8,010 | $269K | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 7,883 | $265K | 0.2% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 7,722 | $259K | 0.2% | 2026-Q1 |
| Vantage Point Financial LLC added | 7,559 | $254K | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 7,377 | $248K | 0.2% | 2026-Q1 |
| CRUX WEALTH ADVISORS new | 7,194 | $242K | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 7,183 | $241K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 6,852 | $230K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 6,505 | $218K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 6,258 | $210K | 0.1% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ | 6,228 | $209K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 6,073 | $204K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 5,513 | $185K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 4,994 | $168K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 3,209 | $108K | 0.1% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 892 | $30K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 467 | $16K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 467 | $16K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 400 | $13K | 0.0% | 2026-Q1 |
| Bullseye Investment Management, LLC | 880,391 | $27M | 17.5% | 2025-Q3 stale |
| 3EDGE Asset Management, LP trimmed | 286,270 | $9M | 6.0% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC new | 77,383 | $2M | 1.5% | 2025-Q1 stale |
| Financial Futures Ltd Liability Co. added | 49,269 | $2M | 1.0% | 2025-Q1 stale |
| Bright Futures Wealth Management, LLC. trimmed | 26,451 | $933K | 0.6% | 2025-Q4 stale |
| TABLEAUX LLC trimmed | 25,694 | $907K | 0.6% | 2025-Q4 stale |
| HighTower Advisors, LLC | 24,900 | $860K | 0.6% | 2025-Q3 stale |
| Insight Wealth Partners, LLC new | 15,381 | $473K | 0.3% | 2025-Q1 stale |
| Cambridge Advisors Inc. | 13,950 | $454K | 0.3% | 2025-Q2 stale |
| Wheelhouse Advisory Group LLC new | 6,020 | $300K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 7,560 | $232K | 0.2% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC new | 6,465 | $223K | 0.1% | 2025-Q3 stale |
| UBS Group AG added | 4,496 | $138K | 0.1% | 2025-Q1 stale |
| Royal Bank of Canada | 1,253 | $41K | 0.0% | 2025-Q2 stale |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 955 | $31K | 0.0% | 2025-Q2 stale |
| Noble Wealth Management PBC | 800 | $25K | 0.0% | 2025-Q1 stale |
| BARCLAYS PLC trimmed | 196 | $6K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.