Who owns EDV (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-Q1 13F filings. 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 48 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
EDV’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes EDV more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 184 tracked filers holding EDV, 83 increased or opened the position and 117 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 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 12
- EP Wealth Advisors, LLC$24M
- NBT BANK N A /NY$12M
- Tidal Investments LLC$12M
- Jump Financial, LLC$10M
- Baird Financial Group, Inc.$6M
- SIH Partners, LLLP$3M
Full exits 13
- Quadrature Capital Ltd$32M
- PW ADVISORS, LLC \ FL$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- SURIENCE PRIVATE WEALTH LLC$2M
- Virtu Financial LLC$2M
- Orion Porfolio Solutions, LLC$2M
Largest adds
- JPMORGAN CHASE & CO$266M
- JANE STREET GROUP, LLC$24M
- HANTZ FINANCIAL SERVICES, INC.$14M
- Cadence Wealth Management LLC$11M
- NATIONAL BANK OF CANADA /FI/$8M
- FLOW TRADERS U.S. LLC$6M
Largest trims
- HARBOUR INVESTMENTS, INC.$23M
- Diesslin Group, Inc.$15M
- BNP PARIBAS FINANCIAL MARKETS$13M
- Mirae Asset Global Investments Co., Ltd.$12M
- Deane Retirement Strategies, Inc.$11M
- Beacon Capital Management, Inc.$11M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 4,105,242 | $267M | 16.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,551,478 | $101M | 6.3% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC added | 1,443,025 | $94M | 5.9% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,055,701 | $69M | 4.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,044,656 | $68M | 4.3% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 907,055 | $59M | 3.7% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 875,815 | $57M | 3.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 855,426 | $56M | 3.5% | 2026-Q1 |
| CAPITAL CITY TRUST CO/FL | 663,656 | $43M | 2.7% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 578,783 | $38M | 2.4% | 2026-Q1 |
| Fluent Financial, LLC added | 530,398 | $34M | 2.1% | 2026-Q1 |
| Cadence Wealth Management LLC added | 383,603 | $25M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 380,396 | $25M | 1.6% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 364,974 | $24M | 1.5% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 345,833 | $22M | 1.4% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 330,722 | $21M | 1.3% | 2026-Q1 |
| Harvest Portfolios Group Inc. trimmed | 326,449 | $21M | 1.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 257,678 | $17M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 250,703 | $16M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 231,191 | $15M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 221,051 | $14M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 220,118 | $14M | 0.9% | 2026-Q1 |
| NBT BANK N A /NY new | 191,595 | $12M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 188,053 | $12M | 0.8% | 2026-Q1 |
| Tidal Investments LLC added | 187,739 | $12M | 0.8% | 2026-Q1 |
| One Wealth Map LLC added | 181,690 | $12M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 175,882 | $11M | 0.7% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. added | 168,157 | $11M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 165,168 | $11M | 0.7% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 163,800 | $11M | 0.7% | 2026-Q1 |
| Jump Financial, LLC new | 158,291 | $10M | 0.6% | 2026-Q1 |
| Diesslin Group, Inc. trimmed | 140,603 | $9M | 0.6% | 2026-Q1 |
| Causey Wealth LLC added | 135,175 | $9M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 135,072 | $9M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 118,971 | $8M | 0.5% | 2026-Q1 |
| Sellwood Investment Partners LLC trimmed | 113,998 | $7M | 0.5% | 2026-Q1 |
| Professional Financial Management, Inc. added | 113,492 | $7M | 0.5% | 2026-Q1 |
| Conrad Siegel Investment Advisors, Inc. trimmed | 108,576 | $7M | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 106,415 | $7M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 96,299 | $6M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 95,457 | $6M | 0.4% | 2026-Q1 |
| Fermata Advisors, LLC added | 95,437 | $6M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 94,336 | $6M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 92,248 | $6M | 0.4% | 2026-Q1 |
| UBS Group AG added | 86,606 | $6M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 83,375 | $5M | 0.3% | 2026-Q1 |
| CLEAR INVESTMENT RESEARCH, LLC trimmed | 80,608 | $5M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 77,400 | $5M | 0.3% | 2026-Q1 |
| TECTONIC ADVISORS LLC trimmed | 72,005 | $5M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 68,390 | $4M | 0.3% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 67,942 | $4M | 0.3% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC added | 66,577 | $4M | 0.3% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ | 56,444 | $4M | 0.2% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 56,177 | $4M | 0.2% | 2026-Q1 |
| Sankala Group LLC added | 55,924 | $4M | 0.2% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC | 52,741 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS added | 51,498 | $3M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 50,276 | $3M | 0.2% | 2026-Q1 |
| Stokes Family Office, LLC added | 50,140 | $3M | 0.2% | 2026-Q1 |
| SIH Partners, LLLP new | 50,000 | $3M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 49,788 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 45,406 | $3M | 0.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 43,487 | $3M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 42,947 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 35,412 | $2M | 0.1% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 32,493 | $2M | 0.1% | 2026-Q1 |
| Rareview Capital LLC added | 30,354 | $2M | 0.1% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 30,465 | $2M | 0.1% | 2026-Q1 |
| Richmond Brothers, Inc. trimmed | 29,829 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 28,730 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 27,965 | $2M | 0.1% | 2026-Q1 |
| Englebert Financial Advisers, LLC trimmed | 26,981 | $2M | 0.1% | 2026-Q1 |
| Harpswell Capital Advisors, LLC trimmed | 26,689 | $2M | 0.1% | 2026-Q1 |
| Decker Retirement Planning Inc. added | 23,174 | $2M | 0.1% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 22,890 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 22,103 | $1M | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 22,036 | $1M | 0.1% | 2026-Q1 |
| Oxbow Advisors, LLC added | 898,800 | $64M | 4.0% | 2025-Q1 stale |
| Quadrature Capital Ltd added | 489,400 | $32M | 2.0% | 2025-Q4 stale |
| INCOME RESEARCH & MANAGEMENT new | 403,862 | $27M | 1.7% | 2025-Q2 stale |
| REGIONS FINANCIAL CORP added | 62,199 | $8M | 0.5% | 2025-Q3 stale |
| Forefront Wealth Partners, LLC new | 108,119 | $7M | 0.5% | 2025-Q3 stale |
| OPPENHEIMER & CO INC added | 87,900 | $6M | 0.4% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC added | 86,529 | $6M | 0.4% | 2025-Q3 stale |
| TrueMark Investments, LLC added | 77,457 | $6M | 0.3% | 2025-Q1 stale |
| Empowered Funds, LLC new | 77,934 | $5M | 0.3% | 2025-Q1 stale |
| Capitolis Liquid Global Markets LLC new | 56,100 | $4M | 0.3% | 2025-Q1 stale |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL trimmed | 55,250 | $4M | 0.2% | 2025-Q2 stale |
| Bouvel Investment Partners, LLC | 44,119 | $4M | 0.2% | 2025-Q1 stale |
| PW ADVISORS, LLC \ FL new | 51,631 | $3M | 0.2% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT added | 41,423 | $3M | 0.2% | 2025-Q1 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 36,676 | $2M | 0.1% | 2025-Q4 stale |
| SURIENCE PRIVATE WEALTH LLC new | 32,444 | $2M | 0.1% | 2025-Q4 stale |
| CITIGROUP INC added | 28,886 | $2M | 0.1% | 2025-Q3 stale |
| Virtu Financial LLC added | 27,160 | $2M | 0.1% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 24,729 | $2M | 0.1% | 2025-Q4 stale |
| Arizona PSPRS Trust new | 21,867 | $2M | 0.1% | 2025-Q1 stale |
| China Universal Asset Management Co., Ltd. trimmed | 21,612 | $2M | 0.1% | 2025-Q1 stale |
| Clear Creek Financial Management, LLC trimmed | 22,048 | $2M | 0.1% | 2025-Q3 stale |
| Hamilton Wealth, LLC added | 21,031 | $1M | 0.1% | 2025-Q1 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.