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-Q1 13F filings (latest filed 2026-05-21). 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
6 tracked funds added or opened EAPR while 3 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
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 2025-Q4 and 2026-Q1, across 52 tracked filers holding EAPR, 21 increased or opened the position and 23 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 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
- GOLDMAN SACHS GROUP INC$642K
Full exits 3
- PRINCIPAL SECURITIES, INC.$3M
- Safe Harbor Wealth Advisors, LLC$3M
- First Heartland Consultants, Inc.$760K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- CORRADO ADVISORS, LLC$942K
- OLD MISSION CAPITAL LLC$544K
- Gradient Investments LLC$418K
- World Investment Advisors$386K
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 added | 435,894 | $13M | 22.9% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 137,329 | $4M | 7.2% | 2026-Q1 |
| CORRADO ADVISORS, LLC added | 135,801 | $4M | 7.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 107,539 | $3M | 5.7% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 93,632 | $3M | 5.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 52,592 | $2M | 2.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 48,407 | $1M | 2.5% | 2026-Q1 |
| WPWealth LLP trimmed | 48,217 | $1M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 38,658 | $1M | 2.0% | 2026-Q1 |
| BFI Wealth Solutions, LLC added | 32,852 | $1M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 27,696 | $828K | 1.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 24,997 | $747K | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 22,548 | $674K | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 21,489 | $642K | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 20,530 | $613K | 1.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,165 | $513K | 0.9% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 15,693 | $493K | 0.9% | 2026-Q1 |
| AdvisorNet Financial, Inc | 16,160 | $483K | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 15,639 | $467K | 0.8% | 2026-Q1 |
| Liberty Atlantic Advisors LLC trimmed | 14,092 | $421K | 0.7% | 2026-Q1 |
| World Investment Advisors added | 14,020 | $419K | 0.7% | 2026-Q1 |
| Diligent Investors, LLC | 11,398 | $341K | 0.6% | 2026-Q1 |
| SIGNATUREFD, LLC | 11,324 | $338K | 0.6% | 2026-Q1 |
| WEALTH ALLIANCE, LLC trimmed | 11,092 | $331K | 0.6% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 10,690 | $319K | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 10,651 | $318K | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 10,449 | $312K | 0.5% | 2026-Q1 |
| Straight Path Wealth Management added | 10,436 | $312K | 0.5% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 9,979 | $298K | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 9,747 | $291K | 0.5% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $290K | 0.5% | 2026-Q1 |
| Cerity Partners LLC trimmed | 9,250 | $276K | 0.5% | 2026-Q1 |
| Financial Network Wealth Advisors LLC trimmed | 7,285 | $218K | 0.4% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 7,044 | $210K | 0.4% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC new | 5,825 | $174K | 0.3% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 5,723 | $171K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 3,342 | $102K | 0.2% | 2026-Q1 |
| CWM, LLC | 2,405 | $72K | 0.1% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 1,812 | $54K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 1,598 | $48K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 1,327 | $40K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 1,000 | $30K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC | 850 | $25K | 0.0% | 2026-Q1 |
| MCGUIRE CAPITAL ADVISORS INC | 395 | $12K | 0.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 318 | $10K | 0.0% | 2026-Q1 |
| JDM Financial Group LLC | 184 | $5K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 162 | $5K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 146 | $4K | 0.0% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 108 | $3K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 100 | $3K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 64 | $2K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 420 | $1K | 0.0% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. | 96,951 | $3M | 5.1% | 2025-Q4 stale |
| Safe Harbor Wealth Advisors, LLC new | 90,857 | $3M | 4.8% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 41,754 | $1M | 2.1% | 2025-Q3 stale |
| Elmwood Wealth Management, Inc. added | 36,308 | $1M | 1.8% | 2025-Q2 stale |
| PRIVATE CLIENT SERVICES, LLC trimmed | 29,663 | $830K | 1.5% | 2025-Q2 stale |
| First Heartland Consultants, Inc. added | 25,577 | $760K | 1.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 14,458 | $405K | 0.7% | 2025-Q2 stale |
| Valtinson Bruner Financial Planning LLC trimmed | 14,616 | $388K | 0.7% | 2025-Q1 stale |
| Janney Montgomery Scott LLC | 9,484 | $282K | 0.5% | 2025-Q4 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,325 | $261K | 0.5% | 2025-Q2 stale |
| HARBOUR INVESTMENTS, INC. | 8,584 | $250K | 0.4% | 2025-Q3 stale |
| WINNOW WEALTH LLC trimmed | 7,651 | $230K | 0.4% | 2025-Q4 stale |
| Global Strategic Investment Solutions, LLC trimmed | 7,724 | $225K | 0.4% | 2025-Q3 stale |
| PFG Advisors added | 7,578 | $225K | 0.4% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 7,781 | $206K | 0.4% | 2025-Q1 stale |
| SageView Advisory Group, LLC trimmed | 3,402 | $101K | 0.2% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN | 934 | $27K | 0.0% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. | 218 | $6K | 0.0% | 2025-Q1 stale |
| ASSETMARK, INC trimmed | 88 | $2K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 73 | $2K | 0.0% | 2025-Q4 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.