Who owns EDD
Which tracked institutional funds hold EDD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EDD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
8 tracked funds added or opened EDD while 8 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
EDD’s largest tracked holder by dollar value, EVERGREEN CAPITAL MANAGEMENT LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EDD 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 78 tracked filers holding EDD, 52 increased or opened the position and 29 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 EDD 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 3
- PenderFund Capital Management Ltd.$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Logan Stone Capital, LLC$679K
Largest adds
- Pathstone Holdings, LLC$2M
- WELLS FARGO & COMPANY/MN$2M
- Rareview Capital LLC$1M
- Thomas J. Herzfeld Advisors, Inc.$686K
- WOLVERINE ASSET MANAGEMENT LLC$478K
Largest trims
- Alexander Randolph Advisory, Inc.$5M
- MORGAN STANLEY$3M
- EVERGREEN CAPITAL MANAGEMENT LLC$1M
- Invesco Ltd.$867K
- BANK OF AMERICA CORP /DE/$684K
- JANE STREET GROUP, LLC$440K
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 |
|---|---|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC added | 3,460,447 | $18M | 13.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 2,768,912 | $14M | 10.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,683,395 | $14M | 10.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 2,245,480 | $11M | 8.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,857,357 | $9M | 6.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,805,161 | $9M | 6.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,120,900 | $6M | 4.2% | 2026-Q1 |
| Rareview Capital LLC added | 958,773 | $5M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 747,465 | $4M | 2.8% | 2026-Q1 |
| Fiera Capital Corp trimmed | 487,989 | $2M | 1.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 469,594 | $2M | 1.7% | 2026-Q1 |
| PenderFund Capital Management Ltd. added | 400,000 | $2M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 380,237 | $2M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 256,641 | $1M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 250,455 | $1M | 0.9% | 2026-Q1 |
| UBS Group AG added | 233,452 | $1M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 226,549 | $1M | 0.8% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. trimmed | 199,393 | $1M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 198,035 | $1M | 0.7% | 2026-Q1 |
| &PARTNERS trimmed | 196,236 | $995K | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 189,142 | $959K | 0.7% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 144,744 | $734K | 0.5% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 140,159 | $711K | 0.5% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 136,584 | $692K | 0.5% | 2026-Q1 |
| Kaizen Financial Strategies added | 121,694 | $688K | 0.5% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 134,012 | $679K | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 93,815 | $476K | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 87,568 | $444K | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 79,642 | $404K | 0.3% | 2026-Q1 |
| XTX Topco Ltd added | 66,019 | $335K | 0.2% | 2026-Q1 |
| Ancora Advisors LLC added | 65,254 | $331K | 0.2% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 60,287 | $306K | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 59,807 | $303K | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 52,467 | $266K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 52,064 | $264K | 0.2% | 2026-Q1 |
| Virtu Financial LLC added | 50,928 | $258K | 0.2% | 2026-Q1 |
| Burford Brothers, Inc. new | 48,860 | $248K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 47,412 | $240K | 0.2% | 2026-Q1 |
| E&G Advisors, LP added | 44,750 | $227K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 40,920 | $207K | 0.2% | 2026-Q1 |
| NWAM LLC added | 40,713 | $206K | 0.2% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. | 38,115 | $193K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 34,228 | $174K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 33,975 | $172K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 29,499 | $150K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 25,385 | $129K | 0.1% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 25,000 | $127K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 24,237 | $125K | 0.1% | 2026-Q1 |
| PFG Investments, LLC | 22,000 | $112K | 0.1% | 2026-Q1 |
| Hamrick Investment Counsel, llc new | 21,200 | $110K | 0.1% | 2026-Q1 |
| Papamarkou Wellner Asset Management inc. | 21,500 | $109K | 0.1% | 2026-Q1 |
| McGowan Group Asset Management, Inc. new | 19,979 | $101K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 18,023 | $91K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 18,019 | $91K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 17,980 | $91K | 0.1% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 16,214 | $82K | 0.1% | 2026-Q1 |
| HARBOR ADVISORY CORP /MA/ new | 15,000 | $76K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 11,441 | $58K | 0.0% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 10,508 | $53K | 0.0% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd | 10,148 | $52K | 0.0% | 2026-Q1 |
| OPINICUS CAPITAL, INC. new | 10,053 | $51K | 0.0% | 2026-Q1 |
| Joel Isaacson & Co., LLC | 10,000 | $51K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 4,100 | $21K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 17,542 | $18K | 0.0% | 2026-Q1 |
| Noble Wealth Management PBC | 2,500 | $13K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 2,270 | $12K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,260 | $11K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 1,929 | $10K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 1,504 | $8K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC new | 1,000 | $5K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 864 | $4K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 815 | $4K | 0.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,767,917 | $9M | 6.6% | 2025-Q2 stale |
| GraniteShares Advisors LLC added | 683,839 | $4M | 2.7% | 2025-Q3 stale |
| Matisse Capital trimmed | 355,711 | $2M | 1.3% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 80,480 | $437K | 0.3% | 2025-Q4 stale |
| Cresset Asset Management, LLC added | 88,656 | $431K | 0.3% | 2025-Q1 stale |
| Shaker Financial Services, LLC trimmed | 72,979 | $405K | 0.3% | 2025-Q4 stale |
| Kestra Advisory Services, LLC added | 63,588 | $345K | 0.3% | 2025-Q4 stale |
| Avior Wealth Management, LLC added | 59,806 | $281K | 0.2% | 2025-Q1 stale |
| Bulldog Investors, LLP | 55,414 | $260K | 0.2% | 2025-Q1 stale |
| COMERICA BANK trimmed | 29,600 | $161K | 0.1% | 2025-Q4 stale |
| LexAurum Advisors, LLC | 28,664 | $154K | 0.1% | 2025-Q3 stale |
| Almitas Capital LLC trimmed | 29,256 | $138K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 24,513 | $131K | 0.1% | 2025-Q3 stale |
| AZZAD ASSET MANAGEMENT INC /ADV new | 20,000 | $109K | 0.1% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 19,741 | $106K | 0.1% | 2025-Q3 stale |
| GM Advisory Group, LLC | 18,920 | $102K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 17,593 | $95K | 0.1% | 2025-Q3 stale |
| ADAPT WEALTH ADVISORS, LLC new | 15,300 | $82K | 0.1% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. | 12,798 | $69K | 0.1% | 2025-Q4 stale |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 12,009 | $65K | 0.0% | 2025-Q4 stale |
| Formidable Asset Management, LLC | 13,754 | $65K | 0.0% | 2025-Q2 stale |
| DRW Securities, LLC new | 11,700 | $63K | 0.0% | 2025-Q3 stale |
| EP Wealth Advisors, LLC new | 11,195 | $53K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC new | 9,293 | $50K | 0.0% | 2025-Q4 stale |
| Fortitude Family Office, LLC | 6,000 | $33K | 0.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. trimmed | 4,388 | $22K | 0.0% | 2025-Q2 stale |
| Financial Perspectives, Inc added | 2,354 | $11K | 0.0% | 2025-Q1 stale |
| Garton & Associates Financial Advisors LLC new | 1,700 | $9K | 0.0% | 2025-Q4 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.