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-Q1 13F filings (latest filed 2026-05-29). 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
25 tracked funds added or opened EELV while 11 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
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 gap the other way — the median holder sizes EELV more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 125 tracked filers holding EELV, 62 increased or opened the position and 55 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 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 5
- Modern Wealth Management, LLC$8M
- Choice Wealth Advisors LLC$3M
- Israel Discount Bank of New York$1M
- Navigation Group, LLC$1M
- FLOW TRADERS U.S. LLC$533K
Full exits 3
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- CITADEL ADVISORS LLC$1M
- BENJAMIN EDWARDS INC$781K
Largest adds
- Purpose Unlimited Inc.$7M
- AMERIPRISE FINANCIAL INC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- JANE STREET GROUP, LLC$3M
- BANK OF AMERICA CORP /DE/$2M
- MORGAN STANLEY$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$116M
- LWM Advisory Services, LLC$7M
- LPWM LLC$5M
- OLD MISSION CAPITAL LLC$2M
- Equitable Holdings, Inc.$616K
- COMMONWEALTH EQUITY SERVICES, LLC$526K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 1,206,134 | $34M | 9.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,146,906 | $32M | 9.3% | 2026-Q1 |
| MORGAN STANLEY added | 985,965 | $28M | 8.0% | 2026-Q1 |
| LPL Financial LLC added | 924,331 | $26M | 7.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 667,394 | $19M | 5.4% | 2026-Q1 |
| Purpose Unlimited Inc. added | 576,176 | $16M | 4.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 496,733 | $14M | 4.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 396,264 | $11M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 395,544 | $11M | 3.2% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 355,431 | $10M | 2.9% | 2026-Q1 |
| FMR LLC added | 338,239 | $9M | 2.7% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 328,296 | $9M | 2.7% | 2026-Q1 |
| Modern Wealth Management, LLC new | 293,696 | $8M | 2.4% | 2026-Q1 |
| CITIGROUP INC added | 246,956 | $7M | 2.0% | 2026-Q1 |
| UBS Group AG trimmed | 226,681 | $6M | 1.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 184,719 | $5M | 1.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 172,389 | $5M | 1.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 166,088 | $5M | 1.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 157,430 | $4M | 1.3% | 2026-Q1 |
| Brio Consultants, LLC trimmed | 147,753 | $4M | 1.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 146,796 | $4M | 1.2% | 2026-Q1 |
| Antonelli Financial Advisors, LLC added | 145,396 | $4M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 144,234 | $4M | 1.2% | 2026-Q1 |
| Atria Investments, Inc added | 136,494 | $4M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 126,486 | $4M | 1.0% | 2026-Q1 |
| LWM Advisory Services, LLC trimmed | 125,658 | $4M | 1.0% | 2026-Q1 |
| BKM Wealth Management, LLC added | 108,814 | $3M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 104,412 | $3M | 0.8% | 2026-Q1 |
| Choice Wealth Advisors LLC trimmed | 95,214 | $3M | 0.8% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 76,702 | $2M | 0.6% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 73,772 | $2M | 0.6% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 73,096 | $2M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 70,437 | $2M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 64,974 | $2M | 0.5% | 2026-Q1 |
| CERTUITY, LLC | 56,286 | $2M | 0.5% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 56,231 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,769 | $1M | 0.4% | 2026-Q1 |
| Capital Analysts, LLC added | 49,045 | $1M | 0.4% | 2026-Q1 |
| Revisor Wealth Management LLC trimmed | 46,071 | $1M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 45,257 | $1M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 45,279 | $1M | 0.4% | 2026-Q1 |
| Israel Discount Bank of New York new | 39,875 | $1M | 0.3% | 2026-Q1 |
| Navigation Group, LLC new | 38,078 | $1M | 0.3% | 2026-Q1 |
| Manske Wealth Management added | 37,109 | $1M | 0.3% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 31,815 | $893K | 0.3% | 2026-Q1 |
| Lunt Capital Management, Inc. added | 28,640 | $804K | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 27,691 | $778K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 27,681 | $777K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 27,598 | $775K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 26,408 | $726K | 0.2% | 2026-Q1 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 24,303 | $682K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 23,927 | $672K | 0.2% | 2026-Q1 |
| Colonial River Investments, LLC added | 23,008 | $646K | 0.2% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC added | 22,983 | $645K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 21,986 | $617K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 20,694 | $581K | 0.2% | 2026-Q1 |
| High Net Worth Advisory Group LLC | 20,000 | $562K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 18,975 | $533K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 18,871 | $530K | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 17,381 | $488K | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC | 17,347 | $487K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 16,875 | $474K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 16,623 | $467K | 0.1% | 2026-Q1 |
| Bulwark Capital Corp trimmed | 15,151 | $425K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 15,135 | $425K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 14,829 | $416K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,757 | $378K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 13,336 | $374K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,671 | $357K | 0.1% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 12,180 | $342K | 0.1% | 2026-Q1 |
| OMNI 360 Wealth, Inc. trimmed | 11,980 | $336K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC new | 11,964 | $336K | 0.1% | 2026-Q1 |
| LPWM LLC trimmed | 11,527 | $324K | 0.1% | 2026-Q1 |
| Patten Group, Inc. added | 11,377 | $319K | 0.1% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 11,165 | $314K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 10,925 | $307K | 0.1% | 2026-Q1 |
| Synergy Investment Management, LLC trimmed | 10,173 | $286K | 0.1% | 2026-Q1 |
| Collier Financial trimmed | 9,912 | $278K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 9,705 | $273K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 9,504 | $267K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 9,488 | $266K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 9,369 | $263K | 0.1% | 2026-Q1 |
| Ayalon Insurance Comp Ltd. | 9,047 | $254K | 0.1% | 2026-Q1 |
| Investmark Advisory Group LLC added | 8,341 | $234K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 7,487 | $210K | 0.1% | 2026-Q1 |
| Shore Point Advisors, LLC trimmed | 7,395 | $208K | 0.1% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC new | 7,326 | $206K | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 7,025 | $197K | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 93,918 | $3M | 0.7% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 41,647 | $1M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 40,447 | $1M | 0.3% | 2025-Q2 stale |
| BENJAMIN EDWARDS INC added | 28,484 | $781K | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 29,024 | $758K | 0.2% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC trimmed | 15,237 | $406K | 0.1% | 2025-Q3 stale |
| Caprock Group, LLC trimmed | 12,075 | $331K | 0.1% | 2025-Q4 stale |
| Triad Wealth Partners, LLC new | 10,157 | $279K | 0.1% | 2025-Q4 stale |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 10,746 | $261K | 0.1% | 2025-Q1 stale |
| Belpointe Asset Management LLC added | 8,258 | $227K | 0.1% | 2025-Q4 stale |
| Snider Financial Group added | 8,064 | $215K | 0.1% | 2025-Q3 stale |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 7,589 | $202K | 0.1% | 2025-Q3 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.