Who owns EEA
Which tracked institutional funds hold EEA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EEA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
The tracked-fund tape on EEA is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 3 trimmed or exited — on balance reducing.
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
EEA’s largest tracked holder by dollar value, 1607 Capital Partners, LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EEA 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 26 tracked filers holding EEA, 11 increased or opened the position and 10 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 EEA 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.
Largest adds
- WOLVERINE ASSET MANAGEMENT LLC$636K
Largest trims
- 1607 Capital Partners, LLC$2M
- Allspring Global Investments Holdings, LLC$1M
- Shaker Financial Services, LLC$529K
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 |
|---|---|---|---|---|
| 1607 Capital Partners, LLC trimmed | 1,416,500 | $14M | 40.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 698,796 | $7M | 19.9% | 2026-Q1 |
| Shaker Financial Services, LLC added | 508,317 | $5M | 14.5% | 2026-Q1 |
| Uncommon Cents Investing LLC trimmed | 311,878 | $3M | 8.9% | 2026-Q1 |
| Matisse Capital | 188,070 | $2M | 5.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 72,036 | $712K | 2.1% | 2026-Q1 |
| MORGAN STANLEY added | 65,640 | $649K | 1.9% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 35,507 | $351K | 1.0% | 2026-Q1 |
| CSS LLC/IL trimmed | 33,099 | $327K | 0.9% | 2026-Q1 |
| GABELLI FUNDS LLC | 32,229 | $319K | 0.9% | 2026-Q1 |
| Ancora Advisors LLC | 20,324 | $201K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 18,135 | $179K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,816 | $166K | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 15,785 | $156K | 0.4% | 2026-Q1 |
| Logan Stone Capital, LLC added | 15,460 | $153K | 0.4% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC trimmed | 11,048 | $109K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,816 | $28K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 1,097 | $11K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,018 | $10K | 0.0% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 772 | $8K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 501 | $5K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 377 | $4K | 0.0% | 2026-Q1 |
| Creative Capital Management Investments LLC new | 170 | $2K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 63 | $623 | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 48 | $475 | 0.0% | 2026-Q1 |
| CITIGROUP INC | 5 | $49 | 0.0% | 2026-Q1 |
| Almitas Capital LLC trimmed | 25,936 | $265K | 0.8% | 2025-Q2 stale |
| Royal Bank of Canada trimmed | 8,498 | $87K | 0.3% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,298 | $24K | 0.1% | 2025-Q2 stale |
| Nalls Sherbakoff Group, LLC | 2,000 | $21K | 0.1% | 2025-Q4 stale |
| CoreCap Advisors, LLC new | 2,000 | $20K | 0.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ | 718 | $7K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.