Who owns EDV
Which tracked institutional funds hold EDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EDV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
42 tracked funds added or opened EDV while 52 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
EDV’s largest tracked holder by dollar value, MIDLAND WEALTH ADVISORS, LLC, sizes it at 5.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EDV 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 182 tracked filers holding EDV, 94 increased or opened the position and 102 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 EDV 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 15
- Quadrature Capital Ltd$12M
- Savant Capital, LLC$11M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- Sigma Planning Corp$2M
- COMPASS FINANCIAL MANAGEMENT LLC$2M
- GTS SECURITIES LLC$2M
Full exits 15
- HANTZ FINANCIAL SERVICES, INC.$59M
- JANE STREET GROUP, LLC$25M
- Cambridge Investment Research Advisors, Inc.$15M
- North Ridge Wealth Advisors, Inc.$11M
- Diesslin Group, Inc.$9M
- FLOW TRADERS U.S. LLC$7M
Largest adds
- CITADEL ADVISORS LLC$23M
- MIDLAND WEALTH ADVISORS, LLC$12M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$10M
- CAPITAL CITY TRUST CO/FL$7M
- Institute for Wealth Management, LLC.$5M
- UBS Group AG$5M
Largest trims
- JPMORGAN CHASE & CO$267M
- Beacon Capital Management, Inc.$22M
- Fluent Financial, LLC$18M
- Mirae Asset Global Investments Co., Ltd.$17M
- RAYMOND JAMES FINANCIAL INC$10M
- MORGAN STANLEY$10M
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 |
|---|---|---|---|---|
| MIDLAND WEALTH ADVISORS, LLC added | 1,624,765 | $106M | 10.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,535,349 | $100M | 9.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 884,309 | $58M | 5.7% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC | 875,815 | $57M | 5.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 830,743 | $54M | 5.4% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 789,777 | $51M | 5.1% | 2026-Q2 |
| CAPITAL CITY TRUST CO/FL added | 764,715 | $50M | 4.9% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 463,578 | $30M | 3.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 433,355 | $28M | 2.8% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 369,723 | $24M | 2.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 335,469 | $22M | 2.2% | 2026-Q2 |
| Cadence Wealth Management LLC trimmed | 275,654 | $18M | 1.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 260,730 | $17M | 1.7% | 2026-Q2 |
| Fluent Financial, LLC trimmed | 254,318 | $17M | 1.6% | 2026-Q2 |
| Hamilton Capital Partners Inc. added | 227,755 | $15M | 1.5% | 2026-Q2 |
| Harvest Portfolios Group Inc. trimmed | 221,743 | $14M | 1.4% | 2026-Q2 |
| One Wealth Map LLC added | 221,145 | $13M | 1.3% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 220,523 | $14M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 219,406 | $14M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 208,896 | $14M | 1.3% | 2026-Q2 |
| Tidal Investments LLC added | 190,626 | $12M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 185,197 | $12M | 1.2% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 177,530 | $12M | 1.1% | 2026-Q2 |
| Jump Financial, LLC added | 177,514 | $12M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 174,551 | $11M | 1.1% | 2026-Q2 |
| Savant Capital, LLC added | 167,592 | $11M | 1.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 164,104 | $11M | 1.1% | 2026-Q2 |
| UBS Group AG added | 160,476 | $10M | 1.0% | 2026-Q2 |
| Sellwood Investment Partners LLC added | 128,316 | $8M | 0.8% | 2026-Q2 |
| NBT BANK, N.A. trimmed | 126,670 | $8M | 0.8% | 2026-Q2 |
| Institute for Wealth Management, LLC. added | 122,588 | $8M | 0.8% | 2026-Q2 |
| Professional Financial Management, Inc. added | 121,134 | $8M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 109,672 | $7M | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 108,677 | $7M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 106,334 | $7M | 0.7% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 95,810 | $6M | 0.6% | 2026-Q2 |
| Causey Wealth LLC trimmed | 92,337 | $6M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 92,039 | $6M | 0.6% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 91,887 | $6M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 86,178 | $6M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 83,323 | $5M | 0.5% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 81,037 | $5M | 0.5% | 2026-Q2 |
| CLEAR INVESTMENT RESEARCH, LLC trimmed | 80,291 | $5M | 0.5% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC added | 79,468 | $5M | 0.5% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 74,544 | $5M | 0.5% | 2026-Q2 |
| &PARTNERS added | 72,509 | $5M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 69,830 | $5M | 0.5% | 2026-Q2 |
| Sankala Group LLC added | 67,078 | $4M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 65,553 | $4M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 60,230 | $4M | 0.4% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ | 56,444 | $4M | 0.4% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 52,741 | $3M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 52,154 | $3M | 0.3% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 48,465 | $3M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 47,211 | $3M | 0.3% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 43,247 | $3M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 38,582 | $3M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 38,089 | $2M | 0.2% | 2026-Q2 |
| Sigma Planning Corp new | 35,302 | $2M | 0.2% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 35,119 | $2M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 31,299 | $2M | 0.2% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 28,575 | $2M | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 27,219 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 24,564 | $2M | 0.2% | 2026-Q2 |
| Lifetime Wealth Management P.C. added | 23,637 | $2M | 0.2% | 2026-Q2 |
| Englebert Financial Advisers, LLC trimmed | 23,579 | $2M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC added | 22,686 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 22,561 | $1M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 21,976 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 21,026 | $1M | 0.1% | 2026-Q2 |
| Conrad Siegel Investment Advisors, Inc. trimmed | 21,004 | $1M | 0.1% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 19,109 | $1M | 0.1% | 2026-Q2 |
| Rareview Capital LLC trimmed | 18,894 | $1M | 0.1% | 2026-Q2 |
| Argentarii, LLC added | 17,624 | $1M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 16,765 | $1M | 0.1% | 2026-Q2 |
| Richmond Brothers, Inc. trimmed | 15,897 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 15,053 | $980K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 14,809 | $964K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,629 | $952K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 14,356 | $934K | 0.1% | 2026-Q2 |
| GUIDANCE CAPITAL, INC added | 14,322 | $885K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 13,829 | $900K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 13,588 | $900K | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 12,792 | $833K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. added | 12,172 | $791K | 0.1% | 2026-Q2 |
| Johnson & White Wealth Management, LLC trimmed | 11,413 | $743K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC new | 11,202 | $729K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,175 | $696K | 0.1% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 11,147 | $725K | 0.1% | 2026-Q2 |
| Harpswell Capital Advisors, LLC trimmed | 10,825 | $704K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 10,814 | $704K | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC added | 10,536 | $686K | 0.1% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 9,509 | $619K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 8,923 | $581K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 8,910 | $580K | 0.1% | 2026-Q2 |
| Inscription Capital, LLC added | 8,859 | $577K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 8,731 | $568K | 0.1% | 2026-Q2 |
| BCWM, LLC added | 8,397 | $546K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 8,354 | $544K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 8,120 | $528K | 0.1% | 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.