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Institutional Ownership · SEC Form 13F

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.

72
Institutional holders
8,556,957
Shares held (tracked funds)
4.3%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
ADVISORY RESEARCH INC added1,867,195$8M19.3%2026-Q1
MSD Partners, L.P.1,400,339$6M14.5%2026-Q1
BlackRock, Inc. trimmed1,143,683$5M11.8%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed587,766$3M6.1%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed583,706$3M6.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added346,940$2M3.6%2026-Q1
Bank of New York Mellon Corp trimmed318,469$1M3.3%2026-Q1
HRT FINANCIAL LP trimmed254,699$1M2.6%2026-Q1
STATE STREET CORP added244,458$1M2.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed167,963$758K1.7%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new158,438$715K1.6%2026-Q1
NORTHERN TRUST CORP added152,500$688K1.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added120,551$544K1.2%2026-Q1
Inspire Investing, LLC added110,725$499K1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new90,053$406K0.9%2026-Q1
AMERIPRISE FINANCIAL INC86,100$388K0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new83,663$377K0.9%2026-Q1
GOLDMAN SACHS GROUP INC added72,972$329K0.8%2026-Q1
Schonfeld Strategic Advisors LLC new64,580$291K0.7%2026-Q1
CITADEL ADVISORS LLC added57,145$258K0.6%2026-Q1
MORGAN STANLEY trimmed51,789$234K0.5%2026-Q1
JANE STREET GROUP, LLC trimmed44,248$200K0.5%2026-Q1
Vident Advisory, LLC new40,055$181K0.4%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed39,200$177K0.4%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed37,841$171K0.4%2026-Q1
SEI INVESTMENTS CO added37,200$168K0.4%2026-Q1
UBS Group AG trimmed33,549$151K0.3%2026-Q1
Squarepoint Ops LLC added31,420$142K0.3%2026-Q1
HSBC HOLDINGS PLC30,400$140K0.3%2026-Q1
FMR LLC added28,466$128K0.3%2026-Q1
FIRST MANHATTAN CO. LLC.21,763$98K0.2%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added20,595$93K0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.20,600$92K0.2%2026-Q1
BARCLAYS PLC trimmed20,357$92K0.2%2026-Q1
Nuveen, LLC19,910$90K0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added14,439$65K0.1%2026-Q1
Copeland Capital Management, LLC added14,228$64K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed13,614$61K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ added12,388$56K0.1%2026-Q1
RHUMBLINE ADVISERS added12,259$55K0.1%2026-Q1
TWO SIGMA SECURITIES, LLC added11,499$52K0.1%2026-Q1
XTX Topco Ltd trimmed10,819$49K0.1%2026-Q1
Abel Hall, LLC new10,606$48K0.1%2026-Q1
Tower Research Capital LLC (TRC) added7,236$33K0.1%2026-Q1
Police & Firemen's Retirement System of New Jersey6,880$31K0.1%2026-Q1
Vanguard Global Advisers, LLC new6,815$31K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added6,712$30K0.1%2026-Q1
JPMORGAN CHASE & CO added5,987$27K0.1%2026-Q1
State of Alaska, Department of Revenue6,132$27K0.1%2026-Q1
Russell Investments Group, Ltd. trimmed5,302$24K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed5,137$23K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added3,223$15K0.0%2026-Q1
United Financial Planning Group LLC trimmed2,866$13K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,840$13K0.0%2026-Q1
EverSource Wealth Advisors, LLC added78$9K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed1,964$9K0.0%2026-Q1
Legal & General Group Plc trimmed1,306$6K0.0%2026-Q1
Ameritas Investment Partners, Inc.1,289$6K0.0%2026-Q1
CWM, LLC added1,033$5K0.0%2026-Q1
TD Waterhouse Canada Inc.1,000$4K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed754$3K0.0%2026-Q1
CITIGROUP INC added730$3K0.0%2026-Q1
Optiver Holding B.V. trimmed148$6670.0%2026-Q1
Sterling Capital Management LLC90$4060.0%2026-Q1
NISA INVESTMENT ADVISORS, LLC79$3570.0%2026-Q1
Advisory Services Network, LLC new63$2840.0%2026-Q1
Arax Advisory Partners trimmed35$1580.0%2026-Q1
Allworth Financial LP added31$1400.0%2026-Q1
True Wealth Design, LLC10$460.0%2026-Q1
MAI Capital Management new4$190.0%2026-Q1
Essential Partners LLC added4$180.0%2026-Q1
VANGUARD GROUP INC trimmed338,812$2M3.5%2025-Q4 stale
LITTLEJOHN & CO LLC259,358$1M2.3%2025-Q1 stale
CANNELL CAPITAL LLC trimmed163,299$642K1.5%2025-Q1 stale
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. trimmed93,118$416K1.0%2025-Q4 stale
State of Wyoming trimmed63,371$307K0.7%2025-Q2 stale
1492 Capital Management LLC trimmed64,953$255K0.6%2025-Q1 stale
Qube Research & Technologies Ltd trimmed24,386$124K0.3%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed18,683$91K0.2%2025-Q2 stale
DIMENSIONAL FUND ADVISORS LP trimmed19,843$78K0.2%2025-Q1 stale
OCCUDO QUANTITATIVE STRATEGIES LP new19,816$77K0.2%2025-Q1 stale
Brevan Howard Capital Management LP trimmed16,719$75K0.2%2025-Q4 stale
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed16,457$73K0.2%2025-Q4 stale
VICTORY CAPITAL MANAGEMENT INC trimmed18,535$73K0.2%2025-Q1 stale
Vontobel Holding Ltd. new12,600$61K0.1%2025-Q2 stale
Point72 Asia (Singapore) Pte. Ltd. added9,437$46K0.1%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC trimmed10,215$46K0.1%2025-Q4 stale
INTECH INVESTMENT MANAGEMENT LLC new11,506$45K0.1%2025-Q1 stale
SG Americas Securities, LLC added10,360$41K0.1%2025-Q1 stale
Corebridge Financial, Inc. trimmed7,444$29K0.1%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed5,921$29K0.1%2025-Q2 stale
Federation des caisses Desjardins du Quebec2,000$10K0.0%2025-Q3 stale
US BANCORP \DE\1,021$5K0.0%2025-Q4 stale
Point72 (DIFC) Ltd trimmed453$2K0.0%2025-Q2 stale
AMALGAMATED BANK trimmed437$2K0.0%2025-Q4 stale
OSAIC HOLDINGS, INC. added254$1K0.0%2025-Q4 stale
SageView Advisory Group, LLC new179$8010.0%2025-Q4 stale
BARROW HANLEY MEWHINNEY & STRAUSS LLC148$5820.0%2025-Q1 stale
Clearstead Advisors, LLC112$5710.0%2025-Q3 stale
SBI Securities Co., Ltd. trimmed7$310.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership