Who owns EELV
Which tracked institutional funds hold EELV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EELV 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
11 tracked funds added or opened EELV while 21 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
EELV’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EELV 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 114 tracked filers holding EELV, 54 increased or opened the position and 71 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 EELV 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 5
- Medallion Wealth Advisors, LLC$2M
- TRUIST FINANCIAL CORP$1M
- GOLDMAN SACHS GROUP INC$901K
- AXXCESS WEALTH MANAGEMENT, LLC$704K
- NICOLET BANKSHARES INC$672K
Full exits 7
- Atria Investments, Inc$4M
- Capital Analysts, LLC$1M
- PARK AVENUE SECURITIES LLC$1M
- Thrivent Financial for Lutherans$1M
- Lunt Capital Management, Inc.$804K
- Cambridge Investment Research Advisors, Inc.$775K
Largest adds
- First Heartland Consultants, Inc.$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Purpose Unlimited Inc.$2M
- Farther Finance Advisors, LLC$587K
- BANK OF AMERICA CORP /DE/$418K
- Israel Discount Bank of New York$275K
Largest trims
- Modern Wealth Management, LLC$4M
- LPL Financial LLC$4M
- LWM Advisory Services, LLC$3M
- OLD MISSION CAPITAL LLC$2M
- RHUMBLINE ADVISERS$2M
- JANE STREET GROUP, LLC$2M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,202,554 | $33M | 10.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,139,739 | $32M | 10.0% | 2026-Q2 |
| MORGAN STANLEY added | 992,423 | $28M | 8.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 799,196 | $22M | 7.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 689,144 | $19M | 6.0% | 2026-Q2 |
| Purpose Unlimited Inc. added | 632,567 | $18M | 5.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 505,159 | $14M | 4.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 403,604 | $11M | 3.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 386,314 | $11M | 3.4% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 356,683 | $10M | 3.1% | 2026-Q2 |
| FMR LLC trimmed | 311,619 | $9M | 2.7% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 263,347 | $7M | 2.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 257,828 | $7M | 2.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 248,717 | $7M | 2.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 244,561 | $7M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 223,369 | $6M | 2.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 166,531 | $5M | 1.5% | 2026-Q2 |
| Brio Consultants, LLC trimmed | 146,521 | $4M | 1.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 141,418 | $4M | 1.2% | 2026-Q2 |
| Antonelli Financial Advisors, LLC trimmed | 138,871 | $4M | 1.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 124,305 | $3M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 122,328 | $3M | 1.1% | 2026-Q2 |
| BKM Wealth Management, LLC added | 116,580 | $3M | 1.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 114,604 | $3M | 1.0% | 2026-Q2 |
| Choice Wealth Advisors LLC trimmed | 89,674 | $2M | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 84,598 | $2M | 0.7% | 2026-Q2 |
| Fermata Advisors, LLC added | 83,630 | $2M | 0.7% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 76,133 | $2M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 74,944 | $2M | 0.7% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 74,297 | $2M | 0.6% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 57,742 | $2M | 0.5% | 2026-Q2 |
| CERTUITY, LLC | 56,286 | $2M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 54,988 | $2M | 0.5% | 2026-Q2 |
| Israel Discount Bank of New York added | 50,181 | $1M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 49,373 | $1M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 46,452 | $1M | 0.4% | 2026-Q2 |
| Manske Wealth Management added | 40,664 | $1M | 0.4% | 2026-Q2 |
| Revisor Wealth Management LLC trimmed | 39,282 | $1M | 0.3% | 2026-Q2 |
| Navigation Group, LLC trimmed | 38,075 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 32,401 | $901K | 0.3% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 32,081 | $892K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 28,938 | $804K | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 28,629 | $801K | 0.3% | 2026-Q2 |
| LWM Advisory Services, LLC trimmed | 28,511 | $793K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 28,109 | $781K | 0.2% | 2026-Q2 |
| Medallion Wealth Advisors, LLC new | 27,113 | $2M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 25,336 | $704K | 0.2% | 2026-Q2 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 24,303 | $676K | 0.2% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 23,889 | $672K | 0.2% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC added | 23,341 | $649K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 22,740 | $631K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 21,742 | $604K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 21,378 | $594K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 20,466 | $569K | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 20,005 | $556K | 0.2% | 2026-Q2 |
| High Net Worth Advisory Group LLC | 20,000 | $556K | 0.2% | 2026-Q2 |
| Colonial River Investments, LLC trimmed | 18,728 | $521K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 18,310 | $509K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 17,733 | $493K | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 17,001 | $473K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 15,581 | $433K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 14,356 | $399K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,575 | $356K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 12,361 | $344K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 12,144 | $338K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 12,115 | $337K | 0.1% | 2026-Q2 |
| OMNI 360 Wealth, Inc. added | 12,092 | $336K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 11,367 | $318K | 0.1% | 2026-Q2 |
| Patten Group, Inc. trimmed | 11,322 | $315K | 0.1% | 2026-Q2 |
| SteelPeak Wealth, LLC trimmed | 10,991 | $306K | 0.1% | 2026-Q2 |
| LPWM LLC trimmed | 9,918 | $276K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 9,871 | $274K | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC new | 9,745 | $271K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 9,526 | $265K | 0.1% | 2026-Q2 |
| Collier Financial trimmed | 9,273 | $258K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 9,126 | $254K | 0.1% | 2026-Q2 |
| Synergy Investment Management, LLC trimmed | 9,005 | $250K | 0.1% | 2026-Q2 |
| Investmark Advisory Group LLC trimmed | 7,484 | $208K | 0.1% | 2026-Q2 |
| Shore Point Advisors, LLC added | 7,448 | $207K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC | 7,326 | $204K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 7,164 | $199K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 7,025 | $195K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 4,551 | $127K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 4,070 | $113K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,337 | $93K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,956 | $54K | 0.0% | 2026-Q2 |
| LOM Asset Management Ltd | 1,700 | $47K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,653 | $46K | 0.0% | 2026-Q2 |
| Bruce G. Allen Investments, LLC | 1,639 | $46K | 0.0% | 2026-Q2 |
| DELTA ASSET MANAGEMENT LLC/TN | 1,209 | $34K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 964 | $27K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 930 | $26K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 823 | $23K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 808 | $22K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 565 | $16K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 500 | $14K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 477 | $13K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC new | 383 | $11K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC added | 317 | $9K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 271 | $8K | 0.0% | 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.