Who owns 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-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.
Conviction spread
EGO’s largest tracked holder by dollar value, BlackRock, 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 EGO more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their EGO positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,895,753 | $587M | 9.7% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 18,678,256 | $581M | 9.6% | 2026-Q2 |
| Capital Research Global Investors added | 18,068,118 | $562M | 9.3% | 2026-Q2 |
| L1 Capital Pty Ltd added | 14,417,557 | $448M | 7.4% | 2026-Q2 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN new | 13,746,506 | $427M | 7.0% | 2026-Q2 |
| Helikon Investments Ltd added | 11,180,130 | $348M | 5.7% | 2026-Q2 |
| DONALD SMITH & CO., INC. added | 8,767,454 | $273M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,961,209 | $217M | 3.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 5,092,765 | $158M | 2.6% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 4,716,829 | $147M | 2.4% | 2026-Q2 |
| Carrhae Capital LLP trimmed | 3,909,137 | $122M | 2.0% | 2026-Q2 |
| FIL Ltd added | 3,652,373 | $114M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,407,136 | $106M | 1.7% | 2026-Q2 |
| Ninety One UK Ltd added | 3,144,489 | $98M | 1.6% | 2026-Q2 |
| FMR LLC trimmed | 2,891,290 | $90M | 1.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 2,752,506 | $86M | 1.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 2,750,225 | $121M | 2.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,717,111 | $85M | 1.4% | 2026-Q2 |
| TT International Asset Management LTD added | 2,666,361 | $83M | 1.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,653,674 | $83M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 2,316,061 | $80M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,103,172 | $65M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 1,965,672 | $61M | 1.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,915,290 | $60M | 1.0% | 2026-Q2 |
| SPROTT INC. added | 1,897,863 | $59M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,755,325 | $55M | 0.9% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd added | 1,678,313 | $52M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,443,930 | $45M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,332,137 | $41M | 0.7% | 2026-Q2 |
| Invenomic Capital Management LP trimmed | 1,157,819 | $36M | 0.6% | 2026-Q2 |
| GABELLI FUNDS LLC | 1,112,600 | $35M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 1,106,726 | $34M | 0.6% | 2026-Q2 |
| Woodline Partners LP new | 1,104,156 | $34M | 0.6% | 2026-Q2 |
| Cape Ann Asset Management Ltd added | 933,066 | $29M | 0.5% | 2026-Q2 |
| TD Asset Management Inc trimmed | 825,837 | $26M | 0.4% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 793,329 | $25M | 0.4% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 762,649 | $24M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 739,030 | $23M | 0.4% | 2026-Q2 |
| UBS Group AG added | 721,941 | $22M | 0.4% | 2026-Q2 |
| HEARTLAND ADVISORS INC added | 709,550 | $22M | 0.4% | 2026-Q2 |
| Ruffer LLP trimmed | 674,029 | $21M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 651,808 | $20M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 612,532 | $19M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 604,615 | $19M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 593,871 | $18M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK added | 589,433 | $18M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 541,269 | $17M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 530,519 | $17M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 523,419 | $16M | 0.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 523,053 | $20M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 515,300 | $16M | 0.3% | 2026-Q2 |
| Incision Capital Management LP new | 500,000 | $16M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 447,502 | $14M | 0.2% | 2026-Q2 |
| PSquared Asset Management AG new | 409,853 | $13M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 390,814 | $12M | 0.2% | 2026-Q2 |
| AEGIS FINANCIAL CORP | 387,779 | $12M | 0.2% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 383,150 | $12M | 0.2% | 2026-Q2 |
| Gemsstock Ltd. added | 360,000 | $11M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 358,559 | $11M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 353,413 | $11M | 0.2% | 2026-Q2 |
| Covalis Capital LLP added | 332,575 | $10M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 301,289 | $9M | 0.2% | 2026-Q2 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 292,661 | $9M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 288,932 | $9M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec new | 236,436 | $7M | 0.1% | 2026-Q2 |
| CIBC Asset Management Inc added | 236,188 | $7M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 225,413 | $7M | 0.1% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 190,525 | $6M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL added | 189,260 | $6M | 0.1% | 2026-Q2 |
| BURNEY CO/ added | 182,525 | $6M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 173,662 | $5M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 172,136 | $5M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 169,735 | $5M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 168,246 | $5M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 168,208 | $5M | 0.1% | 2026-Q2 |
| LEUTHOLD GROUP, LLC trimmed | 166,267 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 164,644 | $5M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 159,839 | $5M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 154,018 | $5M | 0.1% | 2026-Q2 |
| Orion Resource Partners LP added | 141,112 | $4M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 133,925 | $4M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 133,650 | $4M | 0.1% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP new | 130,102 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 122,983 | $4M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 117,551 | $4M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 116,266 | $4M | 0.1% | 2026-Q2 |
| PKO Investment Management Joint-Stock Co added | 115,947 | $4M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 113,693 | $4M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 108,547 | $3M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 98,495 | $3M | 0.1% | 2026-Q2 |
| Public Sector Pension Investment Board added | 88,759 | $3M | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 86,080 | $3M | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 84,265 | $3M | 0.0% | 2026-Q2 |
| Fund 1 Investments, LLC new | 82,900 | $3M | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 82,318 | $3M | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 79,521 | $2M | 0.0% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 77,214 | $2M | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 76,838 | $2M | 0.0% | 2026-Q2 |
| AGF MANAGEMENT LTD new | 73,500 | $2M | 0.0% | 2026-Q2 |
| QUATTRO FINANCIAL ADVISORS LLC new | 71,519 | $2M | 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.