Who owns ECC
Which tracked institutional funds hold ECC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ECC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
4 tracked funds added or opened ECC while 7 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
ECC’s largest tracked holder by dollar value, STONE POINT CAPITAL LLC, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ECC 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 108 tracked filers holding ECC, 56 increased or opened the position and 53 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 ECC 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 1
- J.W. COLE ADVISORS, INC.$1M
Full exits 2
- BI Asset Management Fondsmaeglerselskab A/S$961K
- WEDBUSH SECURITIES INC$668K
Largest adds
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2M
- Keudell/Morrison Wealth Management$447K
- ARES MANAGEMENT LLC$431K
Largest trims
- Legacy Wealth Managment, LLC/ID$2M
- MORGAN STANLEY$2M
- Virtus Investment Advisers, LLC$462K
- Samalin Investment Counsel, LLC$275K
- Oxinas Partners, LLC$253K
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 |
|---|---|---|---|---|
| STONE POINT CAPITAL LLC | 5,822,728 | $22M | 29.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,003,226 | $19M | 24.9% | 2026-Q2 |
| ARES MANAGEMENT LLC added | 1,198,419 | $4M | 6.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 955,629 | $4M | 4.9% | 2026-Q2 |
| Freestone Capital Holdings, LLC added | 919,234 | $3M | 4.6% | 2026-Q2 |
| Blackstone Inc. added | 815,000 | $3M | 4.1% | 2026-Q2 |
| PFG Investments, LLC added | 654,960 | $2M | 3.3% | 2026-Q2 |
| Virtus Investment Advisers, LLC trimmed | 348,534 | $1M | 1.7% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 320,456 | $1M | 1.6% | 2026-Q2 |
| &PARTNERS trimmed | 282,599 | $1M | 1.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 243,540 | $906K | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 212,626 | $791K | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 205,748 | $765K | 1.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 199,911 | $744K | 1.0% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 192,533 | $716K | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 191,366 | $712K | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 185,341 | $689K | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 168,903 | $628K | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 118,310 | $440K | 0.6% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 115,347 | $429K | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 100,414 | $374K | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 99,893 | $372K | 0.5% | 2026-Q2 |
| Magnolia Private Wealth, LLC added | 90,542 | $337K | 0.5% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 87,538 | $326K | 0.4% | 2026-Q2 |
| Marex Group Ltd added | 80,040 | $298K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 77,518 | $288K | 0.4% | 2026-Q2 |
| Samalin Investment Counsel, LLC trimmed | 74,980 | $279K | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 72,433 | $269K | 0.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 56,624 | $211K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 49,829 | $185K | 0.2% | 2026-Q2 |
| BRIAN LOW FINANCIAL GROUP, LLC new | 48,000 | $179K | 0.2% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. new | 48,000 | $179K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 43,023 | $160K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 40,600 | $151K | 0.2% | 2026-Q2 |
| Global Assets Advisory, LLC added | 39,870 | $151K | 0.2% | 2026-Q2 |
| Sage Capital Advisors,llc trimmed | 39,249 | $146K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 37,234 | $139K | 0.2% | 2026-Q2 |
| Attessa Capital LLC new | 36,175 | $135K | 0.2% | 2026-Q2 |
| Ferguson Shapiro LLC added | 34,110 | $127K | 0.2% | 2026-Q2 |
| DOCK STREET ASSET MANAGEMENT INC | 32,954 | $123K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 31,636 | $118K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 31,499 | $117K | 0.2% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 29,178 | $109K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 28,117 | $105K | 0.1% | 2026-Q2 |
| Ballentine Partners, LLC added | 27,532 | $102K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 26,650 | $96K | 0.1% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC new | 24,463 | $91K | 0.1% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 23,608 | $88K | 0.1% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID trimmed | 22,977 | $85K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 20,271 | $75K | 0.1% | 2026-Q2 |
| M&T Bank Corp | 18,841 | $70K | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC | 16,697 | $62K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC | 16,689 | $62K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 16,595 | $62K | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC added | 16,153 | $60K | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS added | 16,032 | $60K | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 15,762 | $59K | 0.1% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 15,073 | $56K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 14,965 | $56K | 0.1% | 2026-Q2 |
| Oxinas Partners, LLC trimmed | 14,500 | $54K | 0.1% | 2026-Q2 |
| Freestate Advisors LLC added | 13,675 | $51K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 13,594 | $51K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 13,468 | $50K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,942 | $48K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 12,797 | $48K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 12,650 | $47K | 0.1% | 2026-Q2 |
| Colter Lewis Investment Partners LLC | 12,500 | $46K | 0.1% | 2026-Q2 |
| ACCREDITED INVESTOR SERVICES, LLC added | 12,314 | $46K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 11,892 | $44K | 0.1% | 2026-Q2 |
| TT Capital Management LLC trimmed | 11,812 | $44K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 11,280 | $42K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 10,921 | $41K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 10,688 | $40K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 10,104 | $38K | 0.1% | 2026-Q2 |
| Johnson Financial Group, LLC new | 10,034 | $37K | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC | 10,000 | $37K | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 10,000 | $37K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 10,000 | $37K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 9,076 | $34K | 0.0% | 2026-Q2 |
| Security National Bank new | 9,000 | $33K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 6,716 | $25K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 6,701 | $25K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 5,668 | $21K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,000 | $19K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 3,361 | $12K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 3,000 | $11K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 2,978 | $11K | 0.0% | 2026-Q2 |
| WEBSTER BANK, N. A. | 2,855 | $11K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 2,742 | $10K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 2,500 | $9K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,251 | $8K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,853 | $7K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 1,349 | $5K | 0.0% | 2026-Q2 |
| SWAN Capital LLC | 1,300 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 1,000 | $4K | 0.0% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC | 1,000 | $4K | 0.0% | 2026-Q2 |
| Bangor Savings Bank new | 750 | $3K | 0.0% | 2026-Q2 |
| Blume Capital Management, Inc. | 750 | $3K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 475 | $2K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP new | 200 | $744 | 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.