Who owns EH
Which tracked institutional funds hold EH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on EH is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 21 trimmed or exited — on balance reducing.
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
EH’s largest tracked holder by dollar value, Axim Planning & Wealth, sizes it at 36.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 36.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EH 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, across 74 tracked filers holding EH, 39 increased or opened the position and 39 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 EH between the 2026-Q1 and 2026-Q2 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.
Full exits 6
- KADENSA CAPITAL Ltd$8M
- FMR LLC$3M
- Hel Ved Capital Management Ltd$1M
- Point72 Asset Management, L.P.$826K
- MILLENNIUM MANAGEMENT LLC$735K
- SteelPeak Wealth, LLC$717K
Largest adds
- BlackRock, Inc.$1M
- FIL Ltd$1M
- MARSHALL WACE, LLP$663K
- STATE STREET CORP$389K
Largest trims
- Axim Planning & Wealth$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
- UBS Group AG$9M
- GROUP ONE TRADING LLC$6M
- NORGES BANK$6M
- VANGUARD CAPITAL MANAGEMENT LLC$5M
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 |
|---|---|---|---|---|
| Axim Planning & Wealth trimmed | 3,972,808 | $26M | 15.2% | 2026-Q2 |
| FIL Ltd added | 2,246,129 | $15M | 8.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,729,084 | $11M | 6.6% | 2026-Q2 |
| STATE STREET CORP added | 1,657,084 | $11M | 6.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,610,936 | $11M | 6.2% | 2026-Q2 |
| MORGAN STANLEY added | 705,550 | $5M | 2.7% | 2026-Q2 |
| Vident Advisory, LLC added | 677,186 | $4M | 2.6% | 2026-Q2 |
| UBS Group AG trimmed | 667,502 | $4M | 2.6% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 661,983 | $4M | 2.5% | 2026-Q2 |
| NORGES BANK added | 541,048 | $4M | 2.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 492,972 | $3M | 1.9% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 458,712 | $3M | 1.8% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 425,891 | $3M | 1.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO | 422,592 | $3M | 1.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 392,903 | $3M | 1.5% | 2026-Q2 |
| BlackRock, Inc. added | 297,362 | $2M | 1.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 175,598 | $1M | 0.7% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 94,714 | $620K | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 91,697 | $601K | 0.4% | 2026-Q2 |
| Carmignac Gestion | 76,985 | $504K | 0.3% | 2026-Q2 |
| Pictet Asset Management Holding SA new | 73,043 | $478K | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 55,305 | $362K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 50,151 | $328K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 44,052 | $289K | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 42,450 | $278K | 0.2% | 2026-Q2 |
| NATIXIS added | 38,165 | $250K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 34,102 | $223K | 0.1% | 2026-Q2 |
| Electron Capital Partners, LLC trimmed | 33,825 | $222K | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 30,327 | $199K | 0.1% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 26,112 | $171K | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 20,899 | $137K | 0.1% | 2026-Q2 |
| Baader Bank Aktiengesellschaft | 20,000 | $131K | 0.1% | 2026-Q2 |
| Headlands Technologies LLC added | 19,964 | $131K | 0.1% | 2026-Q2 |
| COOPER INVESTORS PTY LTD | 19,389 | $127K | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 19,334 | $127K | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 18,942 | $124K | 0.1% | 2026-Q2 |
| Elequin Capital, LP new | 17,909 | $117K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 17,727 | $116K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,086 | $112K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 16,991 | $111K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 15,383 | $101K | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 14,302 | $94K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 14,501 | $92K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 12,771 | $84K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 11,859 | $78K | 0.0% | 2026-Q2 |
| SIH Partners, LLLP new | 11,588 | $76K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 11,071 | $72K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 9,419 | $62K | 0.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 8,905 | $58K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,877 | $25K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ | 3,500 | $23K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 2,507 | $16K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,179 | $14K | 0.0% | 2026-Q2 |
| Leonteq Securities AG trimmed | 2,000 | $13K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,325 | $9K | 0.0% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 1,000 | $7K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 949 | $6K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 895 | $6K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 894 | $6K | 0.0% | 2026-Q2 |
| Turim 21 Investimentos Ltda. | 501 | $3K | 0.0% | 2026-Q2 |
| Aventura Private Wealth, LLC | 300 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC new | 224 | $1K | 0.0% | 2026-Q2 |
| Tidemark, LLC new | 222 | $1K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 216 | $1K | 0.0% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC | 200 | $1K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 197 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 195 | $1K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 82 | $552 | 0.0% | 2026-Q2 |
| Wilkerson Advisory Group LLC | 55 | $360 | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 50 | $328 | 0.0% | 2026-Q2 |
| Bell Investment Advisors, Inc | 42 | $276 | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 29 | $190 | 0.0% | 2026-Q2 |
| WealthCollab, LLC | 20 | $131 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 10 | $66 | 0.0% | 2026-Q2 |
| KADENSA CAPITAL Ltd trimmed | 867,116 | $8M | 4.9% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC | 281,900 | $3M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Hel Ved Capital Management Ltd trimmed | 138,831 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. trimmed | 85,088 | $826K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| MILLENNIUM MANAGEMENT LLC added | 75,699 | $735K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SteelPeak Wealth, LLC added | 73,838 | $717K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Fideuram Asset Management (Ireland) dac new | 196,557 | $5M | 2.8% | 2025-Q4 stale (2 quarters behind) |
| Tiger Pacific Capital LP new | 481,841 | $9M | 5.2% | 2025-Q3 stale (3 quarters behind) |
| Eschler Asset Management LLP | 200,000 | $4M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| Quadrature Capital Ltd added | 132,176 | $2M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| FEDERATED HERMES, INC. new | 84,613 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC added | 52,199 | $968K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| GSA CAPITAL PARTNERS LLP trimmed | 43,417 | $806K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Exit Wealth Advisors, LLC. new | 41,943 | $779K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| NOMURA HOLDINGS INC trimmed | 39,978 | $742K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 36,574 | $679K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Point72 Europe (London) LLP new | 33,600 | $624K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| HSBC HOLDINGS PLC added | 26,799 | $499K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Carrhae Capital LLP new | 271,700 | $5M | 2.8% | 2025-Q2 stale (4 quarters behind) |
| Man Group plc added | 79,789 | $1M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Lighthouse Investment Partners, LLC trimmed | 62,122 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| PEAK6 LLC new | 61,596 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Y-Intercept (Hong Kong) Ltd new | 46,723 | $811K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Eleva Capital SAS new | 46,336 | $804K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 38,319 | $665K | 0.4% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: VANGUARD GROUP INC (last filed 2025-Q4, 2,040,225 shares) reconciles to its 3 current affiliates (2,042,947 shares) — 0.133% apart.
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.