Who owns EIC
Which tracked institutional funds hold EIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EIC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
8 tracked funds added or opened EIC while 5 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
EIC’s largest tracked holder by dollar value, Enstar Group LTD, sizes it at 16.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EIC 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 46 tracked filers holding EIC, 29 increased or opened the position and 16 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 EIC 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 3
- Bulldog Investors, LLP$2M
- Clear Harbor Asset Management, LLC$966K
- TORONTO DOMINION BANK$944K
Full exits 3
- Penserra Capital Management LLC$9M
- Karpus Management, Inc.$7M
- Marex Group plc$734K
Largest adds
- EverSource Wealth Advisors, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$1M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$1M
- FLAX POND CAPITAL, LLC$533K
- Kovack Advisors, Inc.$504K
Largest trims
- Enstar Group LTD$7M
- Cerity Partners LLC$374K
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 |
|---|---|---|---|---|
| Enstar Group LTD added | 3,827,212 | $36M | 31.8% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 774,059 | $7M | 6.4% | 2026-Q1 |
| FLAX POND CAPITAL, LLC added | 603,019 | $6M | 5.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 145,928 | $4M | 3.9% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 394,000 | $4M | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 285,551 | $3M | 2.4% | 2026-Q1 |
| Cerity Partners LLC added | 227,603 | $2M | 1.9% | 2026-Q1 |
| Bulldog Investors, LLP new | 217,600 | $2M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 208,816 | $2M | 1.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 136,686 | $1M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 104,249 | $984K | 0.9% | 2026-Q1 |
| Clear Harbor Asset Management, LLC new | 102,310 | $966K | 0.9% | 2026-Q1 |
| TORONTO DOMINION BANK new | 100,000 | $944K | 0.8% | 2026-Q1 |
| Almitas Capital LLC | 80,547 | $760K | 0.7% | 2026-Q1 |
| Freestone Capital Holdings, LLC added | 79,428 | $750K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 56,973 | $538K | 0.5% | 2026-Q1 |
| Kovack Advisors, Inc. added | 53,424 | $504K | 0.4% | 2026-Q1 |
| Invesco Ltd. new | 50,678 | $478K | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 41,967 | $396K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 34,933 | $330K | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 31,301 | $295K | 0.3% | 2026-Q1 |
| XTX Topco Ltd trimmed | 26,621 | $251K | 0.2% | 2026-Q1 |
| Ballentine Partners, LLC | 24,650 | $233K | 0.2% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. | 23,584 | $223K | 0.2% | 2026-Q1 |
| Diversified Enterprises, LLC | 21,970 | $207K | 0.2% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. added | 20,765 | $196K | 0.2% | 2026-Q1 |
| BlackRock, Inc. | 19,238 | $182K | 0.2% | 2026-Q1 |
| TrueMark Investments, LLC added | 19,011 | $179K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 17,343 | $164K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 13,182 | $132K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 12,468 | $118K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 12,300 | $115K | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 11,726 | $111K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 10,453 | $99K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 6,635 | $63K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 6,142 | $58K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 6,008 | $57K | 0.0% | 2026-Q1 |
| WEBSTER BANK, N. A. | 2,739 | $26K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 2,024 | $19K | 0.0% | 2026-Q1 |
| Osbon Capital Management LLC new | 1,949 | $18K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. new | 673 | $6K | 0.0% | 2026-Q1 |
| Anfield Capital Management, LLC new | 665 | $6K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC | 150 | $1K | 0.0% | 2026-Q1 |
| SWAN Capital LLC | 100 | $944 | 0.0% | 2026-Q1 |
| CWM, LLC | 31 | $293 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $8 | 0.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 765,647 | $9M | 7.7% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO | 553,305 | $7M | 6.6% | 2025-Q3 stale |
| North Ground Capital new | 422,222 | $6M | 5.7% | 2025-Q3 stale |
| Karpus Management, Inc. new | 173,736 | $4M | 3.8% | 2025-Q4 stale |
| Graypoint LLC added | 208,652 | $3M | 2.5% | 2025-Q2 stale |
| BARD ASSOCIATES INC trimmed | 110,725 | $2M | 1.5% | 2025-Q1 stale |
| CHOREO, LLC trimmed | 70,000 | $942K | 0.8% | 2025-Q3 stale |
| Mariner, LLC added | 68,729 | $940K | 0.8% | 2025-Q2 stale |
| Marex Group plc added | 64,326 | $734K | 0.6% | 2025-Q4 stale |
| Verity Asset Management, Inc. trimmed | 37,890 | $518K | 0.5% | 2025-Q2 stale |
| Kestra Advisory Services, LLC added | 34,290 | $391K | 0.3% | 2025-Q4 stale |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 26,550 | $357K | 0.3% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. added | 20,638 | $235K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. new | 11,400 | $170K | 0.2% | 2025-Q1 stale |
| WEDBUSH SECURITIES INC new | 11,080 | $166K | 0.1% | 2025-Q1 stale |
| NOMURA HOLDINGS INC new | 14,285 | $163K | 0.1% | 2025-Q4 stale |
| Naviter Wealth, LLC trimmed | 10,500 | $144K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,430 | $130K | 0.1% | 2025-Q4 stale |
| CoreCap Advisors, LLC added | 8,500 | $116K | 0.1% | 2025-Q2 stale |
| Friedenthal Financial new | 5,744 | $79K | 0.1% | 2025-Q2 stale |
| TCTC Holdings, LLC added | 3,600 | $41K | 0.0% | 2025-Q4 stale |
| Parkside Financial Bank & Trust new | 2,528 | $38K | 0.0% | 2025-Q1 stale |
| Lindbrook Capital, LLC added | 2,400 | $36K | 0.0% | 2025-Q1 stale |
| Camelot Portfolios, LLC | 1,000 | $11K | 0.0% | 2025-Q4 stale |
| NBC SECURITIES, INC. | 400 | $10K | 0.0% | 2025-Q3 stale |
| Geneos Wealth Management Inc. new | 572 | $8K | 0.0% | 2025-Q2 stale |
| Whipplewood Advisors, LLC trimmed | 334 | $4K | 0.0% | 2025-Q4 stale |
| WPG Advisers, LLC new | 243 | $3K | 0.0% | 2025-Q2 stale |
| COMERICA BANK new | 55 | $752 | 0.0% | 2025-Q2 stale |
| Transce3nd, LLC | 31 | $463 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
| PIN OAK INVESTMENT ADVISORS INC | 50 | — | 0.0% | 2025-Q2 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.