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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 6 added or opened and 0 trimmed or exited — on balance accumulating.
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 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp 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 2026-Q1 and 2026-Q2, across 30 tracked filers holding EEA, 11 increased or opened the position and 11 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 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 1
- Atlas Wealth LLC$3M
Largest adds
- WOLVERINE ASSET MANAGEMENT LLC$539K
- Allspring Global Investments Holdings, LLC$505K
- Shaker Financial Services, LLC$479K
- Uncommon Cents Investing LLC$339K
- 1607 Capital Partners, LLC$279K
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 | 1,299,507 | $14M | 35.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 674,482 | $7M | 18.2% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 500,778 | $6M | 13.5% | 2026-Q2 |
| Uncommon Cents Investing LLC trimmed | 311,378 | $3M | 8.4% | 2026-Q2 |
| Atlas Wealth LLC new | 266,633 | $3M | 7.2% | 2026-Q2 |
| Matisse Capital | 188,070 | $2M | 5.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 113,830 | $1M | 3.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 61,812 | $680K | 1.7% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 44,878 | $493K | 1.2% | 2026-Q2 |
| CSS LLC/IL | 33,099 | $364K | 0.9% | 2026-Q2 |
| GABELLI FUNDS LLC | 32,229 | $354K | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 27,395 | $301K | 0.7% | 2026-Q2 |
| Ancora Advisors LLC | 20,324 | $223K | 0.5% | 2026-Q2 |
| Logan Stone Capital, LLC added | 15,898 | $175K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,525 | $171K | 0.4% | 2026-Q2 |
| Calamos Advisors LLC new | 15,223 | $167K | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 12,849 | $141K | 0.3% | 2026-Q2 |
| XTX Topco Ltd new | 12,725 | $140K | 0.3% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC | 11,048 | $121K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,476 | $38K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 2,816 | $31K | 0.1% | 2026-Q2 |
| Nalls Sherbakoff Group, LLC | 2,000 | $22K | 0.1% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 993 | $11K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 1,018 | $11K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 161 | $2K | 0.0% | 2026-Q2 |
| Phillip James Consulting Co. new | 122 | $1K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 48 | $528 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 33 | $363 | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 14 | $154 | 0.0% | 2026-Q2 |
| CITIGROUP INC | 5 | $55 | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 377 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Creative Capital Management Investments LLC new | 170 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ | 718 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Almitas Capital LLC trimmed | 25,936 | $265K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Royal Bank of Canada trimmed | 8,498 | $87K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 2,298 | $24K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CoreCap Advisors, LLC new | 2,000 | $20K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.