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Institutional Ownership · SEC Form 13F

Who owns EDOG


Which tracked institutional funds hold EDOG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EDOG company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

12
Institutional holders
757K
Shares held (tracked funds)

How the tape is positioned

2 tracked funds added or opened EDOG while 1 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

EDOG’s largest tracked holder by dollar value, Del-Sette Capital Management, LLC, sizes it at 8.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EDOG 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 12 tracked filers holding EDOG, 6 increased or opened the position and 4 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 EDOG 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.

Full exits 1

  • ROYAL BANK OF CANADA$642K

Largest adds

  • Del-Sette Capital Management, LLC$2M
  • BANK OF AMERICA CORP /DE/$462K

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).

FundSharesReported value% of valueQuarter
Del-Sette Capital Management, LLC added581,193$15M62.7%2026-Q1
BANK OF AMERICA CORP /DE/ added82,520$2M8.9%2026-Q1
MORGAN STANLEY trimmed52,712$1M5.7%2026-Q1
CALTON & ASSOCIATES, INC. trimmed36,170$914K3.9%2026-Q1
Mosley Wealth Management new2,789$64K0.3%2026-Q1
Salomon & Ludwin, LLC770$19K0.1%2026-Q1
UBS Group AG trimmed413$10K0.0%2026-Q1
AE Wealth Management LLC235$6K0.0%2026-Q1
Steward Partners Investment Advisory, LLC added226$6K0.0%2026-Q1
Glen Eagle Advisors, LLC added18$4430.0%2026-Q1
OSAIC HOLDINGS, INC.15$3790.0%2026-Q1
WELLS FARGO & COMPANY/MN1$210.0%2026-Q1
OLD MISSION CAPITAL LLC added80,826$2M8.0%2025-Q3 stale
ROYAL BANK OF CANADA26,629$642K2.7%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed18,923$436K1.9%2025-Q3 stale
CITADEL ADVISORS LLC trimmed17,684$391K1.7%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed14,041$324K1.4%2025-Q3 stale
GOLDMAN SACHS GROUP INC new12,102$279K1.2%2025-Q3 stale
JANE STREET GROUP, LLC trimmed9,681$223K1.0%2025-Q3 stale
Kestra Advisory Services, LLC trimmed3,380$82K0.3%2025-Q4 stale
SIERRA OCEAN, LLC2,506$55K0.2%2025-Q2 stale
COMERICA BANK30$6300.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership