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-Q2 13F filings (latest filed 2026-08-18). 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
11 tracked funds added or opened EDD while 9 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
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 2026-Q1 and 2026-Q2, across 69 tracked filers holding EDD, 38 increased or opened the position and 34 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 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.
Full exits 4
- ENVESTNET ASSET MANAGEMENT INC$2M
- HighTower Advisors, LLC$1M
- WOLVERINE ASSET MANAGEMENT LLC$734K
- Logan Stone Capital, LLC$679K
Largest adds
- Pathstone Holdings, LLC$7M
- MORGAN STANLEY$5M
- EVERGREEN CAPITAL MANAGEMENT LLC$3M
- WELLS FARGO & COMPANY/MN$3M
- Beacon Pointe Advisors, LLC$2M
- Invesco Ltd.$2M
Largest trims
- Rockefeller Capital Management L.P.$2M
- Private Advisor Group, LLC$1M
- RAYMOND JAMES FINANCIAL INC$755K
- Thomas J. Herzfeld Advisors, Inc.$688K
- Alexander Randolph Advisory, Inc.$674K
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 | 3,508,478 | $21M | 13.5% | 2026-Q2 |
| Pathstone Holdings, LLC added | 3,566,538 | $21M | 13.2% | 2026-Q2 |
| MORGAN STANLEY added | 3,190,806 | $19M | 11.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 2,295,245 | $13M | 8.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,139,652 | $13M | 7.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,746,984 | $10M | 6.5% | 2026-Q2 |
| Invesco Ltd. added | 1,318,162 | $8M | 4.9% | 2026-Q2 |
| Rareview Capital LLC added | 1,048,147 | $5M | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 516,162 | $3M | 1.9% | 2026-Q2 |
| Fiera Capital Corp added | 505,073 | $3M | 1.9% | 2026-Q2 |
| PenderFund Capital Management Ltd. added | 504,800 | $3M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 259,740 | $2M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 224,384 | $1M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 209,107 | $1M | 0.8% | 2026-Q2 |
| &PARTNERS added | 207,214 | $1M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 185,989 | $1M | 0.7% | 2026-Q2 |
| Bramshill Investments, LLC added | 141,666 | $833K | 0.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 120,476 | $708K | 0.4% | 2026-Q2 |
| Kaizen Financial Strategies trimmed | 118,616 | $686K | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 104,250 | $613K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 89,729 | $528K | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC new | 80,605 | $474K | 0.3% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 69,808 | $410K | 0.3% | 2026-Q2 |
| Ancora Advisors LLC | 65,254 | $384K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 64,153 | $377K | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 61,781 | $363K | 0.2% | 2026-Q2 |
| Alexander Randolph Advisory, Inc. trimmed | 57,370 | $337K | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 54,486 | $320K | 0.2% | 2026-Q2 |
| Burford Brothers, Inc. | 48,860 | $287K | 0.2% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 47,505 | $279K | 0.2% | 2026-Q2 |
| E&G Advisors, LLC | 44,750 | $263K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 41,945 | $247K | 0.2% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 38,715 | $228K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 36,277 | $213K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 32,914 | $194K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 32,842 | $193K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 29,423 | $173K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC trimmed | 23,161 | $136K | 0.1% | 2026-Q2 |
| Papamarkou Wellner Asset Management inc. | 21,500 | $126K | 0.1% | 2026-Q2 |
| McGowan Group Asset Management, Inc. added | 20,451 | $120K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 18,569 | $109K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,359 | $108K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 18,023 | $106K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 17,542 | $103K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 17,215 | $101K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC added | 17,000 | $100K | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16,214 | $95K | 0.1% | 2026-Q2 |
| Alpine Global Management, LLC new | 16,083 | $95K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,544 | $91K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 15,075 | $89K | 0.1% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ | 15,000 | $88K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 12,000 | $64K | 0.0% | 2026-Q2 |
| OPINICUS CAPITAL, INC. added | 10,301 | $61K | 0.0% | 2026-Q2 |
| Joel Isaacson & Co., LLC | 10,000 | $59K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 5,549 | $33K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,270 | $13K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,260 | $13K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 1,929 | $11K | 0.0% | 2026-Q2 |
| Osbon Capital Management LLC new | 1,709 | $10K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC | 1,000 | $6K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 857 | $5K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 836 | $5K | 0.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 739 | $4K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 700 | $4K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 501 | $3K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 379 | $2K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 103 | $620 | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 101 | $594 | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 32 | $186 | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 380,237 | $2M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 250,455 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 144,744 | $734K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Logan Stone Capital, LLC new | 134,012 | $679K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd added | 66,019 | $335K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC added | 50,928 | $258K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| NWAM LLC added | 40,713 | $206K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 33,975 | $172K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 25,385 | $129K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| NOMURA HOLDINGS INC new | 25,000 | $127K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CHOREO, LLC added | 24,237 | $125K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PFG Investments, LLC | 22,000 | $112K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Hamrick Investment Counsel, llc new | 21,200 | $110K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 11,441 | $58K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ignite Planners, LLC trimmed | 10,508 | $53K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 80,480 | $437K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Shaker Financial Services, LLC trimmed | 72,979 | $405K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 29,600 | $161K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AZZAD ASSET MANAGEMENT INC /ADV new | 20,000 | $109K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| J.W. COLE ADVISORS, INC. | 12,798 | $69K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 12,009 | $65K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GraniteShares Advisors LLC added | 683,839 | $4M | 2.3% | 2025-Q3 stale (3 quarters behind) |
| LexAurum Advisors, LLC | 28,664 | $154K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 24,513 | $131K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. new | 19,741 | $106K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| GM Advisory Group, LLC | 18,920 | $102K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| ADAPT WEALTH ADVISORS, LLC new | 15,300 | $82K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| DRW Securities, LLC new | 11,700 | $63K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Penserra Capital Management LLC added | 1,767,917 | $9M | 5.7% | 2025-Q2 stale (4 quarters behind) |
| Matisse Capital trimmed | 355,711 | $2M | 1.1% | 2025-Q2 stale (4 quarters behind) |
| Formidable Asset Management, LLC | 13,754 | $65K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.