Who owns EBND
Which tracked institutional funds hold EBND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EBND company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
34 tracked funds added or opened EBND while 22 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
EBND’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EBND 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 234 tracked filers holding EBND, 136 increased or opened the position and 99 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 EBND 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 6
- NewEdge Advisors, LLC$2M
- GOLDMAN SACHS GROUP INC$1M
- Pathstone Holdings, LLC$902K
- Foundations Investment Advisors, LLC$749K
- Global Retirement Partners, LLC$744K
- Savvy Advisors, Inc.$673K
Full exits 7
- SCHRODER INVESTMENT MANAGEMENT GROUP$29M
- rebel Financial LLC$5M
- PARK AVENUE SECURITIES LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- HighTower Advisors, LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- Empower Advisory Group, LLC$55M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6M
- STATE STREET CORP$3M
- ENVESTNET ASSET MANAGEMENT INC$1M
- Envestnet Portfolio Solutions, Inc.$1M
- CI INVESTMENTS INC.$948K
Largest trims
- JANE STREET GROUP, LLC$20M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$18M
- OLD MISSION CAPITAL LLC$10M
- MORGAN STANLEY$7M
- Strategic Financial Planning, Inc.$2M
- Hibernia Wealth Partners, LLC$2M
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 35,476,754 | $742M | 38.8% | 2026-Q2 |
| Empower Advisory Group, LLC added | 29,889,679 | $625M | 32.7% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 8,236,130 | $172M | 9.0% | 2026-Q2 |
| STATE STREET CORP added | 2,621,626 | $55M | 2.9% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,691,856 | $35M | 1.8% | 2026-Q2 |
| Varma Mutual Pension Insurance Co | 1,400,000 | $29M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 1,028,619 | $22M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 991,194 | $21M | 1.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 852,054 | $18M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 626,035 | $13M | 0.7% | 2026-Q2 |
| Hamrick Investment Counsel, llc added | 461,539 | $10M | 0.5% | 2026-Q2 |
| Avos Capital Management, LLC added | 399,715 | $8M | 0.4% | 2026-Q2 |
| SeaBridge Investment Advisors LLC added | 393,524 | $8M | 0.4% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 370,565 | $8M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 363,086 | $8M | 0.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 322,224 | $7M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 311,003 | $7M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 310,927 | $7M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 286,191 | $6M | 0.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 255,084 | $5M | 0.3% | 2026-Q2 |
| NewSquare Capital LLC trimmed | 254,050 | $5M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 251,031 | $5M | 0.3% | 2026-Q2 |
| UBS Group AG added | 242,382 | $5M | 0.3% | 2026-Q2 |
| City State Bank added | 221,052 | $5M | 0.2% | 2026-Q2 |
| Genesis Wealth Advisors, LLC added | 211,659 | $4M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP | 169,133 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 168,168 | $4M | 0.2% | 2026-Q2 |
| Aspire Private Capital, LLC added | 156,574 | $3M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 126,532 | $3M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 123,827 | $3M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 113,432 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 106,648 | $2M | 0.1% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 106,050 | $2M | 0.1% | 2026-Q2 |
| Hibernia Wealth Partners, LLC trimmed | 105,435 | $2M | 0.1% | 2026-Q2 |
| Private Advisory Group LLC added | 104,363 | $2M | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 102,080 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 97,866 | $2M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 96,166 | $2M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 88,963 | $2M | 0.1% | 2026-Q2 |
| Breakwater Investment Management added | 84,220 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 84,184 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 76,616 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 76,011 | $2M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 70,269 | $1M | 0.1% | 2026-Q2 |
| Raleigh Capital Management Inc. added | 64,356 | $1M | 0.1% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 63,697 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 59,905 | $1M | 0.1% | 2026-Q2 |
| Capital Investment Management, Inc. added | 59,746 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 56,488 | $1M | 0.1% | 2026-Q2 |
| VICUS CAPITAL trimmed | 55,582 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 55,078 | $1M | 0.1% | 2026-Q2 |
| Treasure Coast Financial Planning added | 53,569 | $1M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 50,928 | $1M | 0.1% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 50,314 | $1M | 0.1% | 2026-Q2 |
| McNamara Financial Services, Inc. added | 49,473 | $1M | 0.1% | 2026-Q2 |
| Rakuten Investment Management, Inc. trimmed | 48,983 | $1M | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC added | 46,576 | $974K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC new | 43,094 | $902K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 42,222 | $884K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC added | 42,097 | $881K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,560 | $870K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 41,557 | $869K | 0.0% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 40,548 | $848K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 39,523 | $827K | 0.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 38,827 | $812K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 38,756 | $811K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 38,323 | $802K | 0.0% | 2026-Q2 |
| Simplicity Wealth,LLC added | 36,465 | $763K | 0.0% | 2026-Q2 |
| Family CFO Inc trimmed | 36,368 | $761K | 0.0% | 2026-Q2 |
| KWB Wealth added | 36,167 | $757K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 35,822 | $749K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 35,575 | $744K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 35,156 | $735K | 0.0% | 2026-Q2 |
| Upper Left Wealth Management, LLC added | 35,106 | $734K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 35,072 | $734K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 32,401 | $678K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. new | 32,173 | $673K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 31,389 | $657K | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 30,996 | $648K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 29,258 | $613K | 0.0% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC trimmed | 27,598 | $577K | 0.0% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 25,018 | $523K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 24,891 | $521K | 0.0% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC trimmed | 24,764 | $518K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC added | 24,442 | $511K | 0.0% | 2026-Q2 |
| WealthPoint Financial, LLC added | 23,453 | $491K | 0.0% | 2026-Q2 |
| Creative Planning added | 23,406 | $490K | 0.0% | 2026-Q2 |
| NOVUS ADVISORS, LLC added | 21,849 | $457K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 21,625 | $452K | 0.0% | 2026-Q2 |
| Midwest Financial Network, LLC added | 21,338 | $446K | 0.0% | 2026-Q2 |
| PFG Investments, LLC added | 21,241 | $444K | 0.0% | 2026-Q2 |
| Savant Capital, LLC new | 21,183 | $443K | 0.0% | 2026-Q2 |
| Lifeworks Advisors, LLC trimmed | 20,721 | $433K | 0.0% | 2026-Q2 |
| Strategic Financial Planning, Inc. trimmed | 20,573 | $430K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 20,034 | $419K | 0.0% | 2026-Q2 |
| DRAVO BAY LLC trimmed | 19,460 | $407K | 0.0% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 19,222 | $402K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 18,095 | $379K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 17,861 | $374K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 17,653 | $369K | 0.0% | 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.