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Institutional Ownership · SEC Form 13F

Who owns EGO (EGO)


Which tracked institutional funds hold EGO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EGO 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.

240
Institutional holders
135,910,897
Shares held (tracked funds)

How the tape is positioned

67 tracked funds added or opened EGO while 88 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

EGO’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EGO 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 240 tracked filers holding EGO, 128 increased or opened the position and 111 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 EGO 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 28

  • Capital Research Global Investors$357M
  • VANGUARD CAPITAL MANAGEMENT LLC$201M
  • VANGUARD FIDUCIARY TRUST CO$61M
  • Ninety One UK Ltd$55M
  • Cape Ann Asset Management Ltd$26M
  • Vanguard Global Advisers, LLC$22M

Full exits 27

  • VANGUARD GROUP INC$273M
  • Penn Capital Management Company, LLC$18M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$16M
  • Extract Advisors LLC$14M
  • Merewether Investment Management, LP$14M
  • MONTRUSCO BOLTON INVESTMENTS INC.$12M

Largest adds

  • TT International Asset Management LTD$41M
  • FMR LLC$30M
  • Carrhae Capital LLP$24M
  • MACKENZIE FINANCIAL CORP$18M
  • FIL Ltd$17M
  • BARCLAYS PLC$16M

Largest trims

  • BlackRock, Inc.$324M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$133M
  • ACADIAN ASSET MANAGEMENT LLC$70M
  • MILLENNIUM MANAGEMENT LLC$61M
  • VAN ECK ASSOCIATES CORP$55M
  • JENNISON ASSOCIATES LLC$33M

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
VAN ECK ASSOCIATES CORP trimmed13,436,979$461M9.1%2026-Q1
BlackRock, Inc. trimmed13,345,240$458M9.0%2026-Q1
L1 Capital Pty Ltd added10,440,333$358M7.0%2026-Q1
Capital Research Global Investors new10,382,033$357M7.0%2026-Q1
JENNISON ASSOCIATES LLC trimmed7,480,848$257M5.0%2026-Q1
DONALD SMITH & CO., INC. trimmed7,275,268$250M4.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,845,969$201M3.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added5,113,413$176M3.4%2026-Q1
Carrhae Capital LLP added4,897,751$168M3.3%2026-Q1
FMR LLC added3,821,500$131M2.6%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed2,506,206$86M1.7%2026-Q1
MACKENZIE FINANCIAL CORP added2,436,391$84M1.6%2026-Q1
TT International Asset Management LTD added1,973,817$68M1.3%2026-Q1
ROYAL BANK OF CANADA trimmed1,934,796$66M1.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed1,924,342$66M1.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed1,771,133$61M1.2%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,770,551$61M1.2%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed1,637,173$56M1.1%2026-Q1
Ninety One UK Ltd added1,591,849$55M1.1%2026-Q1
FIL Ltd added1,517,314$52M1.0%2026-Q1
SPROTT INC. trimmed1,511,620$52M1.0%2026-Q1
DEUTSCHE BANK AG\ added1,442,209$50M1.0%2026-Q1
Invenomic Capital Management LP trimmed1,433,874$49M1.0%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added1,216,008$39M0.8%2026-Q1
FRANKLIN RESOURCES INC added1,114,558$38M0.8%2026-Q1
GABELLI FUNDS LLC trimmed1,112,600$38M0.7%2026-Q1
ANTIPODES PARTNERS Ltd trimmed1,052,142$36M0.7%2026-Q1
Amundi trimmed1,041,899$36M0.7%2026-Q1
BANK OF MONTREAL /CAN/ added1,021,621$35M0.7%2026-Q1
TD Asset Management Inc trimmed991,367$34M0.7%2026-Q1
Ruffer LLP trimmed899,358$31M0.6%2026-Q1
Allspring Global Investments Holdings, LLC added896,300$31M0.6%2026-Q1
Candriam S.C.A. trimmed880,130$30M0.6%2026-Q1
Invesco Ltd. trimmed860,873$30M0.6%2026-Q1
Qube Research & Technologies Ltd added789,816$27M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added779,666$27M0.5%2026-Q1
Cape Ann Asset Management Ltd new758,654$26M0.5%2026-Q1
HEARTLAND ADVISORS INC trimmed702,750$24M0.5%2026-Q1
Legal & General Group Plc trimmed702,776$24M0.5%2026-Q1
Vanguard Global Advisers, LLC new630,907$22M0.4%2026-Q1
BARCLAYS PLC added566,782$19M0.4%2026-Q1
INTACT INVESTMENT MANAGEMENT INC. added543,140$19M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added535,586$18M0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed528,982$18M0.4%2026-Q1
MORGAN STANLEY trimmed507,674$17M0.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed469,534$16M0.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added374,769$16M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed460,836$16M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added450,082$15M0.3%2026-Q1
Swiss National Bank trimmed399,220$14M0.3%2026-Q1
AEGIS FINANCIAL CORP387,779$13M0.3%2026-Q1
CITIGROUP INC added354,529$12M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added353,491$12M0.2%2026-Q1
CIBC WORLD MARKET INC. added349,536$12M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed346,011$12M0.2%2026-Q1
Point72 Asset Management, L.P. added341,100$12M0.2%2026-Q1
Gemsstock Ltd. new315,138$11M0.2%2026-Q1
UBS Group AG added293,228$10M0.2%2026-Q1
JUPITER ASSET MANAGEMENT LTD added282,641$10M0.2%2026-Q1
D. E. Shaw & Co., Inc. trimmed251,080$9M0.2%2026-Q1
TORONTO DOMINION BANK added230,482$8M0.2%2026-Q1
Covalis Capital LLP new230,575$8M0.2%2026-Q1
CITADEL ADVISORS LLC added215,558$7M0.1%2026-Q1
JPMORGAN CHASE & CO added212,331$7M0.1%2026-Q1
CIBC Asset Management Inc added191,669$7M0.1%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed189,135$6M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new185,687$6M0.1%2026-Q1
Y-Intercept (Hong Kong) Ltd added174,523$6M0.1%2026-Q1
LEUTHOLD GROUP, LLC trimmed174,224$6M0.1%2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added171,781$6M0.1%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed171,574$6M0.1%2026-Q1
JANE STREET GROUP, LLC added154,924$5M0.1%2026-Q1
Nuveen, LLC152,917$5M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed152,392$5M0.1%2026-Q1
ALPS ADVISORS INC added147,686$5M0.1%2026-Q1
FIRST TRUST ADVISORS LP added144,109$5M0.1%2026-Q1
EDMOND DE ROTHSCHILD HOLDING S.A. trimmed141,450$5M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed115,100$4M0.1%2026-Q1
HRT FINANCIAL LP added112,361$4M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added104,254$4M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added93,015$3M0.1%2026-Q1
Artemis Investment Management LLP89,423$3M0.1%2026-Q1
VANGUARD GROUP INC trimmed7,595,203$273M5.4%2025-Q4 stale
Helikon Investments Ltd trimmed4,760,879$97M1.9%2025-Q2 stale
Encompass Capital Advisors LLC added1,000,000$20M0.4%2025-Q2 stale
Penn Capital Management Company, LLC new508,439$18M0.4%2025-Q4 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed443,941$16M0.3%2025-Q4 stale
Extract Advisors LLC new402,584$14M0.3%2025-Q4 stale
Merewether Investment Management, LP new393,700$14M0.3%2025-Q4 stale
Mudita Advisors LLP added658,500$13M0.3%2025-Q2 stale
Cubist Systematic Strategies, LLC added658,126$13M0.3%2025-Q2 stale
MONTRUSCO BOLTON INVESTMENTS INC. trimmed341,707$12M0.2%2025-Q4 stale
NEW YORK STATE COMMON RETIREMENT FUND added318,693$11M0.2%2025-Q4 stale
Equinox Partners Investment Management LLC trimmed297,546$11M0.2%2025-Q4 stale
Quadrature Capital Ltd added150,200$5M0.1%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed141,900$5M0.1%2025-Q4 stale
SIMPLEX TRADING, LLC added128,456$5M0.1%2025-Q4 stale
Orion Resource Partners LP added110,608$4M0.1%2025-Q4 stale
Schonfeld Strategic Advisors LLC trimmed109,642$4M0.1%2025-Q4 stale
Trexquant Investment LP trimmed113,620$3M0.1%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.

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.

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