Who owns EAPR
Which tracked institutional funds hold EAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EAPR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 EAPR is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 3 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
EAPR’s largest tracked holder by dollar value, Gradient Investments LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EAPR 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 67 tracked filers holding EAPR, 40 increased or opened the position and 15 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 EAPR 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 4
- PRINCIPAL SECURITIES, INC.$4M
- PRIVATE CLIENT SERVICES, LLC$3M
- First Commonwealth Financial Corp /PA/$868K
- Investment Partners Asset Management, Inc.$619K
Largest adds
- Gradient Investments LLC$1M
- BFI Wealth Solutions, LLC$1M
- LPL Financial LLC$613K
- Liberty Atlantic Advisors LLC$609K
- Arlington Capital Management, Inc.$521K
- COMMONWEALTH EQUITY SERVICES, LLC$409K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$592K
- Kestra Advisory Services, LLC$367K
- WPWealth LLP$267K
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 |
|---|---|---|---|---|
| Gradient Investments LLC trimmed | 430,231 | $14M | 20.8% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 136,010 | $4M | 6.6% | 2026-Q2 |
| CORRADO ADVISORS, LLC trimmed | 133,588 | $4M | 6.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 121,463 | $4M | 5.9% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC trimmed | 91,194 | $3M | 4.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 79,660 | $3M | 3.9% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC added | 76,393 | $3M | 3.7% | 2026-Q2 |
| BFI Wealth Solutions, LLC added | 61,571 | $2M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 56,392 | $2M | 2.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 44,102 | $1M | 2.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 36,601 | $1M | 1.8% | 2026-Q2 |
| WPWealth LLP trimmed | 35,669 | $1M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 35,666 | $1M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 32,837 | $1M | 1.6% | 2026-Q2 |
| Liberty Atlantic Advisors LLC added | 31,312 | $1M | 1.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 27,503 | $905K | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,869 | $884K | 1.3% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ new | 26,362 | $868K | 1.3% | 2026-Q2 |
| Arlington Capital Management, Inc. added | 25,526 | $840K | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 19,982 | $658K | 1.0% | 2026-Q2 |
| Investment Partners Asset Management, Inc. new | 18,809 | $619K | 0.9% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 17,746 | $584K | 0.9% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,165 | $565K | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 17,133 | $564K | 0.8% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 16,232 | $534K | 0.8% | 2026-Q2 |
| Diligent Investors, LLC added | 13,393 | $441K | 0.6% | 2026-Q2 |
| World Investment Advisors trimmed | 13,437 | $439K | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 12,199 | $401K | 0.6% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 12,074 | $397K | 0.6% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 11,930 | $393K | 0.6% | 2026-Q2 |
| Advus Financial Partners, LLC added | 11,831 | $389K | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 11,799 | $388K | 0.6% | 2026-Q2 |
| SIGNATUREFD, LLC | 11,324 | $373K | 0.5% | 2026-Q2 |
| Straight Path Wealth Management added | 10,571 | $348K | 0.5% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 9,922 | $327K | 0.5% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 9,764 | $321K | 0.5% | 2026-Q2 |
| Prairie Wealth Advisors, Inc. | 0 | $319K | 0.5% | 2026-Q2 |
| Cerity Partners LLC | 9,250 | $304K | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 7,784 | $256K | 0.4% | 2026-Q2 |
| PFG Advisors added | 7,767 | $256K | 0.4% | 2026-Q2 |
| COFG Advisors, LLC new | 7,704 | $254K | 0.4% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 7,285 | $240K | 0.4% | 2026-Q2 |
| Occidental Asset Management, LLC new | 6,675 | $220K | 0.3% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 6,242 | $205K | 0.3% | 2026-Q2 |
| Collaborative Wealth Managment Inc. new | 6,181 | $203K | 0.3% | 2026-Q2 |
| WINNACLE WEALTH LLC trimmed | 6,080 | $200K | 0.3% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC | 5,825 | $192K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,342 | $110K | 0.2% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 2,800 | $92K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 1,812 | $60K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1,598 | $53K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC new | 1,037 | $34K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,000 | $33K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 978 | $32K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 926 | $30K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 850 | $28K | 0.0% | 2026-Q2 |
| FIRST FINANCIAL CORP /IN/ new | 754 | $25K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 566 | $19K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 486 | $16K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 427 | $14K | 0.0% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC | 395 | $13K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 325 | $11K | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc | 318 | $10K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 200 | $7K | 0.0% | 2026-Q2 |
| JDM Financial Group LLC | 184 | $6K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 162 | $5K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 146 | $5K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 10,651 | $318K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. trimmed | 5,723 | $171K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 2,405 | $72K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TopTier Wealth Management, LLC new | 108 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Safe Harbor Wealth Advisors, LLC new | 90,857 | $3M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| First Heartland Consultants, Inc. added | 25,577 | $760K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Janney Montgomery Scott LLC | 9,484 | $282K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| SageView Advisory Group, LLC trimmed | 3,402 | $101K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 73 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 41,754 | $1M | 1.8% | 2025-Q3 stale (3 quarters behind) |
| WELLS FARGO & COMPANY/MN | 934 | $27K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Elmwood Wealth Management, Inc. new | 36,308 | $1M | 1.5% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 14,458 | $405K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,325 | $261K | 0.4% | 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.