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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP trimmed | 13,436,979 | $461M | 9.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 13,345,240 | $458M | 9.0% | 2026-Q1 |
| L1 Capital Pty Ltd added | 10,440,333 | $358M | 7.0% | 2026-Q1 |
| Capital Research Global Investors new | 10,382,033 | $357M | 7.0% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 7,480,848 | $257M | 5.0% | 2026-Q1 |
| DONALD SMITH & CO., INC. trimmed | 7,275,268 | $250M | 4.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,845,969 | $201M | 3.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,113,413 | $176M | 3.4% | 2026-Q1 |
| Carrhae Capital LLP added | 4,897,751 | $168M | 3.3% | 2026-Q1 |
| FMR LLC added | 3,821,500 | $131M | 2.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,506,206 | $86M | 1.7% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 2,436,391 | $84M | 1.6% | 2026-Q1 |
| TT International Asset Management LTD added | 1,973,817 | $68M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,934,796 | $66M | 1.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,924,342 | $66M | 1.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,771,133 | $61M | 1.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,770,551 | $61M | 1.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,637,173 | $56M | 1.1% | 2026-Q1 |
| Ninety One UK Ltd added | 1,591,849 | $55M | 1.1% | 2026-Q1 |
| FIL Ltd added | 1,517,314 | $52M | 1.0% | 2026-Q1 |
| SPROTT INC. trimmed | 1,511,620 | $52M | 1.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,442,209 | $50M | 1.0% | 2026-Q1 |
| Invenomic Capital Management LP trimmed | 1,433,874 | $49M | 1.0% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,216,008 | $39M | 0.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,114,558 | $38M | 0.8% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 1,112,600 | $38M | 0.7% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd trimmed | 1,052,142 | $36M | 0.7% | 2026-Q1 |
| Amundi trimmed | 1,041,899 | $36M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,021,621 | $35M | 0.7% | 2026-Q1 |
| TD Asset Management Inc trimmed | 991,367 | $34M | 0.7% | 2026-Q1 |
| Ruffer LLP trimmed | 899,358 | $31M | 0.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 896,300 | $31M | 0.6% | 2026-Q1 |
| Candriam S.C.A. trimmed | 880,130 | $30M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 860,873 | $30M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 789,816 | $27M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 779,666 | $27M | 0.5% | 2026-Q1 |
| Cape Ann Asset Management Ltd new | 758,654 | $26M | 0.5% | 2026-Q1 |
| HEARTLAND ADVISORS INC trimmed | 702,750 | $24M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 702,776 | $24M | 0.5% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 630,907 | $22M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 566,782 | $19M | 0.4% | 2026-Q1 |
| INTACT INVESTMENT MANAGEMENT INC. added | 543,140 | $19M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 535,586 | $18M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 528,982 | $18M | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 507,674 | $17M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 469,534 | $16M | 0.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 374,769 | $16M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 460,836 | $16M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 450,082 | $15M | 0.3% | 2026-Q1 |
| Swiss National Bank trimmed | 399,220 | $14M | 0.3% | 2026-Q1 |
| AEGIS FINANCIAL CORP | 387,779 | $13M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 354,529 | $12M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 353,491 | $12M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 349,536 | $12M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 346,011 | $12M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 341,100 | $12M | 0.2% | 2026-Q1 |
| Gemsstock Ltd. new | 315,138 | $11M | 0.2% | 2026-Q1 |
| UBS Group AG added | 293,228 | $10M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 282,641 | $10M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 251,080 | $9M | 0.2% | 2026-Q1 |
| TORONTO DOMINION BANK added | 230,482 | $8M | 0.2% | 2026-Q1 |
| Covalis Capital LLP new | 230,575 | $8M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 215,558 | $7M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 212,331 | $7M | 0.1% | 2026-Q1 |
| CIBC Asset Management Inc added | 191,669 | $7M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 189,135 | $6M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 185,687 | $6M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 174,523 | $6M | 0.1% | 2026-Q1 |
| LEUTHOLD GROUP, LLC trimmed | 174,224 | $6M | 0.1% | 2026-Q1 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added | 171,781 | $6M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 171,574 | $6M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 154,924 | $5M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 152,917 | $5M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 152,392 | $5M | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC added | 147,686 | $5M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 144,109 | $5M | 0.1% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 141,450 | $5M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 115,100 | $4M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 112,361 | $4M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 104,254 | $4M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 93,015 | $3M | 0.1% | 2026-Q1 |
| Artemis Investment Management LLP | 89,423 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,595,203 | $273M | 5.4% | 2025-Q4 stale |
| Helikon Investments Ltd trimmed | 4,760,879 | $97M | 1.9% | 2025-Q2 stale |
| Encompass Capital Advisors LLC added | 1,000,000 | $20M | 0.4% | 2025-Q2 stale |
| Penn Capital Management Company, LLC new | 508,439 | $18M | 0.4% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 443,941 | $16M | 0.3% | 2025-Q4 stale |
| Extract Advisors LLC new | 402,584 | $14M | 0.3% | 2025-Q4 stale |
| Merewether Investment Management, LP new | 393,700 | $14M | 0.3% | 2025-Q4 stale |
| Mudita Advisors LLP added | 658,500 | $13M | 0.3% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 658,126 | $13M | 0.3% | 2025-Q2 stale |
| MONTRUSCO BOLTON INVESTMENTS INC. trimmed | 341,707 | $12M | 0.2% | 2025-Q4 stale |
| NEW YORK STATE COMMON RETIREMENT FUND added | 318,693 | $11M | 0.2% | 2025-Q4 stale |
| Equinox Partners Investment Management LLC trimmed | 297,546 | $11M | 0.2% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 150,200 | $5M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 141,900 | $5M | 0.1% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC added | 128,456 | $5M | 0.1% | 2025-Q4 stale |
| Orion Resource Partners LP added | 110,608 | $4M | 0.1% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC trimmed | 109,642 | $4M | 0.1% | 2025-Q4 stale |
| Trexquant Investment LP trimmed | 113,620 | $3M | 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.