Who owns EBND (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-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
34 tracked funds added or opened EBND while 21 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
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 2025-Q4 and 2026-Q1, across 233 tracked filers holding EBND, 140 increased or opened the position and 73 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 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 8
- SCHRODER INVESTMENT MANAGEMENT GROUP$29M
- JANE STREET GROUP, LLC$21M
- OLD MISSION CAPITAL LLC$12M
- Cerity Partners LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Strategic Financial Planning, Inc.$3M
Full exits 5
- COMERICA BANK$18M
- Ocean Park Asset Management, LLC$8M
- Austin Private Wealth, LLC$4M
- NewEdge Advisors, LLC$2M
- Global Retirement Partners, LLC$795K
Largest adds
- Varma Mutual Pension Insurance Co$14M
- Empower Advisory Group, LLC$13M
- BANK OF AMERICA CORP /DE/$8M
- MORGAN STANLEY$6M
- LPL Financial LLC$3M
- Avos Capital Management, LLC$2M
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$53M
- CI INVESTMENTS INC.$31M
- Summit Global Investments$5M
- SEI INVESTMENTS CO$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- STATE STREET CORP$2M
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 36,838,889 | $760M | 38.5% | 2026-Q1 |
| Empower Advisory Group, LLC added | 27,649,126 | $571M | 28.9% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 8,301,948 | $171M | 8.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 2,516,441 | $52M | 2.6% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 1,731,139 | $36M | 1.8% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,440,804 | $29M | 1.5% | 2026-Q1 |
| Varma Mutual Pension Insurance Co added | 1,400,000 | $29M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,066,926 | $22M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,031,768 | $21M | 1.1% | 2026-Q1 |
| LPL Financial LLC added | 1,007,032 | $21M | 1.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 804,462 | $17M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 590,909 | $12M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 576,932 | $12M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 564,896 | $12M | 0.6% | 2026-Q1 |
| Hamrick Investment Counsel, llc added | 432,206 | $9M | 0.5% | 2026-Q1 |
| Avos Capital Management, LLC added | 376,047 | $8M | 0.4% | 2026-Q1 |
| SeaBridge Investment Advisors LLC added | 364,019 | $8M | 0.4% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 347,657 | $7M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 334,145 | $7M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 318,161 | $7M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 298,612 | $6M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 280,721 | $6M | 0.3% | 2026-Q1 |
| NewSquare Capital LLC trimmed | 254,437 | $5M | 0.3% | 2026-Q1 |
| rebel Financial LLC trimmed | 235,679 | $5M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 223,659 | $5M | 0.2% | 2026-Q1 |
| UBS Group AG added | 222,613 | $5M | 0.2% | 2026-Q1 |
| City State Bank added | 215,546 | $4M | 0.2% | 2026-Q1 |
| Genesis Wealth Advisors, LLC added | 201,657 | $4M | 0.2% | 2026-Q1 |
| Hibernia Wealth Partners, LLC trimmed | 197,199 | $4M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 174,558 | $4M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | 169,133 | $3M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 157,225 | $3M | 0.2% | 2026-Q1 |
| Aspire Private Capital, LLC added | 148,429 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 141,853 | $3M | 0.1% | 2026-Q1 |
| Strategic Financial Planning, Inc. new | 41,315 | $3M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 122,653 | $3M | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 112,384 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 110,700 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 109,647 | $2M | 0.1% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 107,064 | $2M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 104,939 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 97,742 | $2M | 0.1% | 2026-Q1 |
| Private Advisory Group LLC new | 91,699 | $2M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 89,650 | $2M | 0.1% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 87,463 | $2M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 87,563 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 82,225 | $2M | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 84,568 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 79,366 | $2M | 0.1% | 2026-Q1 |
| Rakuten Investment Management, Inc. added | 61,046 | $1M | 0.1% | 2026-Q1 |
| VICUS CAPITAL added | 62,691 | $1M | 0.1% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 60,239 | $1M | 0.1% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 58,707 | $1M | 0.1% | 2026-Q1 |
| Capital Investment Management, Inc. added | 57,183 | $1M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 55,842 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 52,696 | $1M | 0.1% | 2026-Q1 |
| Treasure Coast Financial Planning trimmed | 51,677 | $1M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 50,967 | $1M | 0.1% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 50,300 | $1M | 0.1% | 2026-Q1 |
| McNamara Financial Services, Inc. added | 48,008 | $991K | 0.1% | 2026-Q1 |
| Breakwater Investment Management added | 46,972 | $970K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 45,423 | $937K | 0.0% | 2026-Q1 |
| Tempus Wealth Planning, LLC added | 45,092 | $931K | 0.0% | 2026-Q1 |
| Mariner, LLC added | 44,917 | $927K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 41,819 | $863K | 0.0% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 39,557 | $816K | 0.0% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 38,498 | $795K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 38,206 | $788K | 0.0% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 38,121 | $787K | 0.0% | 2026-Q1 |
| Family CFO Inc new | 38,046 | $785K | 0.0% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 37,300 | $770K | 0.0% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 36,149 | $746K | 0.0% | 2026-Q1 |
| Simplicity Wealth,LLC added | 35,980 | $743K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 35,574 | $734K | 0.0% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 34,035 | $702K | 0.0% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 33,673 | $695K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 30,213 | $624K | 0.0% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC trimmed | 28,533 | $589K | 0.0% | 2026-Q1 |
| Upper Left Wealth Management, LLC added | 28,028 | $578K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 27,614 | $570K | 0.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 26,975 | $557K | 0.0% | 2026-Q1 |
| Capital CS Group, LLC added | 26,101 | $539K | 0.0% | 2026-Q1 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 25,340 | $523K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 24,134 | $498K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 24,043 | $496K | 0.0% | 2026-Q1 |
| RFG Advisory, LLC added | 23,868 | $493K | 0.0% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 23,404 | $483K | 0.0% | 2026-Q1 |
| Creative Planning trimmed | 23,210 | $479K | 0.0% | 2026-Q1 |
| Summit Global Investments trimmed | 21,241 | $438K | 0.0% | 2026-Q1 |
| Lifeworks Advisors, LLC trimmed | 21,121 | $436K | 0.0% | 2026-Q1 |
| COMERICA BANK added | 861,772 | $18M | 0.9% | 2025-Q4 stale |
| Ocean Park Asset Management, LLC | 358,900 | $8M | 0.4% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 205,949 | $4M | 0.2% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 134,700 | $3M | 0.1% | 2025-Q3 stale |
| Econ Financial Services Corp trimmed | 98,148 | $2M | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 89,775 | $2M | 0.1% | 2025-Q4 stale |
| &PARTNERS added | 53,046 | $1M | 0.1% | 2025-Q1 stale |
| USA FINANCIAL FORMULAS added | 45,692 | $978K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 37,196 | $795K | 0.0% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 13,321 | $478K | 0.0% | 2025-Q3 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.