Who owns EEX (EEX)
Which tracked institutional funds hold EEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EEX 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
2 tracked funds added or opened EEX while 1 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
EEX’s largest tracked holder by dollar value, ADVISORY RESEARCH INC, 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 EEX 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 72 tracked filers holding EEX, 36 increased or opened the position and 32 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 EEX 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 1
- VANGUARD CAPITAL MANAGEMENT LLC$715K
Full exits 1
- VANGUARD GROUP INC$2M
Largest adds
- ADVISORY RESEARCH INC$424K
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 |
|---|---|---|---|---|
| ADVISORY RESEARCH INC added | 1,867,195 | $8M | 19.3% | 2026-Q1 |
| MSD Partners, L.P. | 1,400,339 | $6M | 14.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,143,683 | $5M | 11.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 587,766 | $3M | 6.1% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 583,706 | $3M | 6.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 346,940 | $2M | 3.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 318,469 | $1M | 3.3% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 254,699 | $1M | 2.6% | 2026-Q1 |
| STATE STREET CORP added | 244,458 | $1M | 2.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 167,963 | $758K | 1.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 158,438 | $715K | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 152,500 | $688K | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 120,551 | $544K | 1.2% | 2026-Q1 |
| Inspire Investing, LLC added | 110,725 | $499K | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 90,053 | $406K | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | 86,100 | $388K | 0.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 83,663 | $377K | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 72,972 | $329K | 0.8% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 64,580 | $291K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 57,145 | $258K | 0.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 51,789 | $234K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 44,248 | $200K | 0.5% | 2026-Q1 |
| Vident Advisory, LLC new | 40,055 | $181K | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 39,200 | $177K | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 37,841 | $171K | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 37,200 | $168K | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 33,549 | $151K | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 31,420 | $142K | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC | 30,400 | $140K | 0.3% | 2026-Q1 |
| FMR LLC added | 28,466 | $128K | 0.3% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 21,763 | $98K | 0.2% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 20,595 | $93K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 20,600 | $92K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 20,357 | $92K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 19,910 | $90K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 14,439 | $65K | 0.1% | 2026-Q1 |
| Copeland Capital Management, LLC added | 14,228 | $64K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 13,614 | $61K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 12,388 | $56K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 12,259 | $55K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 11,499 | $52K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 10,819 | $49K | 0.1% | 2026-Q1 |
| Abel Hall, LLC new | 10,606 | $48K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 7,236 | $33K | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 6,880 | $31K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 6,815 | $31K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 6,712 | $30K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,987 | $27K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue | 6,132 | $27K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 5,302 | $24K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 5,137 | $23K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,223 | $15K | 0.0% | 2026-Q1 |
| United Financial Planning Group LLC trimmed | 2,866 | $13K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,840 | $13K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 78 | $9K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,964 | $9K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,306 | $6K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 1,289 | $6K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,033 | $5K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. | 1,000 | $4K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 754 | $3K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 730 | $3K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. trimmed | 148 | $667 | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC | 90 | $406 | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | 79 | $357 | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 63 | $284 | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 35 | $158 | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 31 | $140 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 10 | $46 | 0.0% | 2026-Q1 |
| MAI Capital Management new | 4 | $19 | 0.0% | 2026-Q1 |
| Essential Partners LLC added | 4 | $18 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 338,812 | $2M | 3.5% | 2025-Q4 stale |
| LITTLEJOHN & CO LLC | 259,358 | $1M | 2.3% | 2025-Q1 stale |
| CANNELL CAPITAL LLC trimmed | 163,299 | $642K | 1.5% | 2025-Q1 stale |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. trimmed | 93,118 | $416K | 1.0% | 2025-Q4 stale |
| State of Wyoming trimmed | 63,371 | $307K | 0.7% | 2025-Q2 stale |
| 1492 Capital Management LLC trimmed | 64,953 | $255K | 0.6% | 2025-Q1 stale |
| Qube Research & Technologies Ltd trimmed | 24,386 | $124K | 0.3% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,683 | $91K | 0.2% | 2025-Q2 stale |
| DIMENSIONAL FUND ADVISORS LP trimmed | 19,843 | $78K | 0.2% | 2025-Q1 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 19,816 | $77K | 0.2% | 2025-Q1 stale |
| Brevan Howard Capital Management LP trimmed | 16,719 | $75K | 0.2% | 2025-Q4 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 16,457 | $73K | 0.2% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 18,535 | $73K | 0.2% | 2025-Q1 stale |
| Vontobel Holding Ltd. new | 12,600 | $61K | 0.1% | 2025-Q2 stale |
| Point72 Asia (Singapore) Pte. Ltd. added | 9,437 | $46K | 0.1% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 10,215 | $46K | 0.1% | 2025-Q4 stale |
| INTECH INVESTMENT MANAGEMENT LLC new | 11,506 | $45K | 0.1% | 2025-Q1 stale |
| SG Americas Securities, LLC added | 10,360 | $41K | 0.1% | 2025-Q1 stale |
| Corebridge Financial, Inc. trimmed | 7,444 | $29K | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 5,921 | $29K | 0.1% | 2025-Q2 stale |
| Federation des caisses Desjardins du Quebec | 2,000 | $10K | 0.0% | 2025-Q3 stale |
| US BANCORP \DE\ | 1,021 | $5K | 0.0% | 2025-Q4 stale |
| Point72 (DIFC) Ltd trimmed | 453 | $2K | 0.0% | 2025-Q2 stale |
| AMALGAMATED BANK trimmed | 437 | $2K | 0.0% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. added | 254 | $1K | 0.0% | 2025-Q4 stale |
| SageView Advisory Group, LLC new | 179 | $801 | 0.0% | 2025-Q4 stale |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 148 | $582 | 0.0% | 2025-Q1 stale |
| Clearstead Advisors, LLC | 112 | $571 | 0.0% | 2025-Q3 stale |
| SBI Securities Co., Ltd. trimmed | 7 | $31 | 0.0% | 2025-Q4 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.