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-Q1 13F filings (latest filed 2026-05-18). 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
10 tracked funds added or opened EH while 20 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
EH’s largest tracked holder by dollar value, Axim Planning & Wealth, sizes it at 48.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 48.7pp 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 2025-Q4 and 2026-Q1, across 83 tracked filers holding EH, 36 increased or opened the position and 35 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 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- VANGUARD FIDUCIARY TRUST CO$4M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4M
- MARSHALL WACE, LLP$2M
Full exits 3
- VANGUARD GROUP INC$27M
- Fideuram Asset Management (Ireland) dac$5M
- Carmignac Gestion$1M
Largest adds
- JANE STREET GROUP, LLC$7M
- Vident Advisory, LLC$3M
- NORGES BANK$2M
- UBS Group AG$652K
- SteelPeak Wealth, LLC$541K
- GROUP ONE TRADING LLC$505K
Largest trims
- Axim Planning & Wealth$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$14M
- MORGAN STANLEY$7M
- KADENSA CAPITAL Ltd$5M
- FIL Ltd$5M
- STATE STREET CORP$4M
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 | 4,112,060 | $40M | 12.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,291,699 | $22M | 7.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,604,525 | $16M | 5.0% | 2026-Q1 |
| FIL Ltd | 1,402,092 | $14M | 4.4% | 2026-Q1 |
| UBS Group AG added | 1,345,311 | $13M | 4.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,077,717 | $10M | 3.4% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 966,661 | $9M | 3.0% | 2026-Q1 |
| NORGES BANK trimmed | 441,782 | $9M | 3.0% | 2026-Q1 |
| KADENSA CAPITAL Ltd trimmed | 867,116 | $8M | 2.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 772,064 | $7M | 2.4% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 733,150 | $7M | 2.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 667,357 | $6M | 2.1% | 2026-Q1 |
| Vident Advisory, LLC added | 527,594 | $5M | 1.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 422,592 | $4M | 1.3% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 409,328 | $4M | 1.3% | 2026-Q1 |
| FMR LLC | 281,900 | $3M | 0.9% | 2026-Q1 |
| SIMPLEX TRADING, LLC trimmed | 255,363 | $2M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP added | 196,802 | $2M | 0.6% | 2026-Q1 |
| Hel Ved Capital Management Ltd trimmed | 138,831 | $1M | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 98,176 | $953K | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 88,087 | $855K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 85,088 | $826K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 75,699 | $735K | 0.2% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 73,838 | $717K | 0.2% | 2026-Q1 |
| IMC-Chicago, LLC trimmed | 67,626 | $657K | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 46,629 | $453K | 0.1% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 44,445 | $432K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 43,649 | $424K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 43,578 | $423K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 38,533 | $374K | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 36,414 | $354K | 0.1% | 2026-Q1 |
| Electron Capital Partners, LLC added | 34,174 | $332K | 0.1% | 2026-Q1 |
| NATIXIS added | 33,763 | $328K | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC | 33,547 | $326K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 30,366 | $295K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 30,312 | $294K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 26,021 | $253K | 0.1% | 2026-Q1 |
| DNB Asset Management AS trimmed | 23,865 | $232K | 0.1% | 2026-Q1 |
| Baader Bank Aktiengesellschaft | 20,000 | $194K | 0.1% | 2026-Q1 |
| COOPER INVESTORS PTY LTD new | 19,389 | $188K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 15,877 | $154K | 0.0% | 2026-Q1 |
| Headlands Technologies LLC trimmed | 15,755 | $153K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 14,518 | $141K | 0.0% | 2026-Q1 |
| Virtu Financial LLC trimmed | 12,646 | $123K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC | 10,583 | $103K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 10,705 | $98K | 0.0% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 9,119 | $89K | 0.0% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 8,968 | $87K | 0.0% | 2026-Q1 |
| Walleye Capital LLC added | 7,507 | $73K | 0.0% | 2026-Q1 |
| BESSEMER GROUP INC new | 5,300 | $51K | 0.0% | 2026-Q1 |
| Walleye Trading LLC trimmed | 4,722 | $46K | 0.0% | 2026-Q1 |
| Leonteq Securities AG added | 4,000 | $39K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 2,040,225 | $27M | 8.6% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 684,103 | $14M | 4.6% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 557,539 | $12M | 3.7% | 2025-Q1 stale |
| Tiger Pacific Capital LP new | 481,841 | $9M | 2.9% | 2025-Q3 stale |
| CANADA PENSION PLAN INVESTMENT BOARD new | 390,700 | $8M | 2.6% | 2025-Q1 stale |
| Fideuram Asset Management (Ireland) dac new | 196,557 | $5M | 1.5% | 2025-Q4 stale |
| Carrhae Capital LLP new | 271,700 | $5M | 1.5% | 2025-Q2 stale |
| LANSDOWNE PARTNERS (UK) LLP added | 242,161 | $4M | 1.3% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP added | 189,642 | $4M | 1.3% | 2025-Q1 stale |
| Eschler Asset Management LLP | 200,000 | $4M | 1.2% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 132,176 | $2M | 0.8% | 2025-Q3 stale |
| FEDERATED HERMES, INC. new | 84,613 | $2M | 0.5% | 2025-Q3 stale |
| Man Group plc added | 79,789 | $1M | 0.4% | 2025-Q2 stale |
| Robeco Institutional Asset Management B.V. new | 57,756 | $1M | 0.4% | 2025-Q1 stale |
| Lighthouse Investment Partners, LLC trimmed | 62,122 | $1M | 0.3% | 2025-Q2 stale |
| PEAK6 LLC new | 61,596 | $1M | 0.3% | 2025-Q2 stale |
| Carmignac Gestion added | 76,985 | $1M | 0.3% | 2025-Q4 stale |
| XTX Topco Ltd added | 58,101 | $1M | 0.3% | 2025-Q2 stale |
| WOLVERINE TRADING, LLC added | 52,199 | $968K | 0.3% | 2025-Q3 stale |
| Verition Fund Management LLC added | 40,520 | $846K | 0.3% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd new | 46,723 | $811K | 0.3% | 2025-Q2 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 43,417 | $806K | 0.3% | 2025-Q3 stale |
| Eleva Capital SAS new | 46,336 | $804K | 0.3% | 2025-Q2 stale |
| Exit Wealth Advisors, LLC. new | 41,943 | $779K | 0.2% | 2025-Q3 stale |
| Cetera Investment Advisers new | 36,073 | $754K | 0.2% | 2025-Q1 stale |
| NOMURA HOLDINGS INC trimmed | 39,978 | $742K | 0.2% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. added | 36,574 | $679K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 38,319 | $665K | 0.2% | 2025-Q2 stale |
| Point72 Europe (London) LLP new | 33,600 | $624K | 0.2% | 2025-Q3 stale |
| Trexquant Investment LP added | 29,455 | $615K | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 26,500 | $554K | 0.2% | 2025-Q1 stale |
| HSBC HOLDINGS PLC added | 26,799 | $499K | 0.2% | 2025-Q3 stale |
| Russell Investments Group, Ltd. trimmed | 25,350 | $440K | 0.1% | 2025-Q2 stale |
| Penserra Capital Management LLC new | 19,418 | $405K | 0.1% | 2025-Q1 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 19,400 | $360K | 0.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 19,353 | $359K | 0.1% | 2025-Q3 stale |
| Centiva Capital, LP added | 15,721 | $328K | 0.1% | 2025-Q1 stale |
| Numerai GP LLC new | 14,217 | $297K | 0.1% | 2025-Q1 stale |
| ABS Direct Equity Fund LLC new | 14,000 | $292K | 0.1% | 2025-Q1 stale |
| Tidal Investments LLC new | 11,513 | $241K | 0.1% | 2025-Q1 stale |
| MML INVESTORS SERVICES, LLC added | 12,554 | $233K | 0.1% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC trimmed | 16,672 | $220K | 0.1% | 2025-Q4 stale |
| Brooklyn Investment Group added | 17,008 | $218K | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL new | 9,632 | $201K | 0.1% | 2025-Q1 stale |
| FourThought Financial Partners, LLC new | 14,429 | $190K | 0.1% | 2025-Q4 stale |
| Quantbot Technologies LP trimmed | 7,425 | $129K | 0.0% | 2025-Q2 stale |
| JONES FINANCIAL COMPANIES LLLP added | 5,613 | $101K | 0.0% | 2025-Q3 stale |
| Daiwa Securities Group Inc. added | 4,816 | $63K | 0.0% | 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.
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.