Who owns EIM
Which tracked institutional funds hold EIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EIM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
11 tracked funds added or opened EIM while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
EIM’s largest tracked holder by dollar value, Karpus Management, Inc., sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EIM 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 107 tracked filers holding EIM, 51 increased or opened the position and 49 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 EIM 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.
New buyers 2
- READYSTATE ASSET MANAGEMENT LP$605K
- JANE STREET GROUP, LLC$541K
Full exits 5
- COHEN & STEERS, INC.$2M
- HighTower Advisors, LLC$2M
- Mathes Company, Inc.$1M
- Bank of New York Mellon Corp$641K
- Cambridge Investment Research Advisors, Inc.$542K
Largest adds
- Rareview Capital LLC$1M
- Advisors Asset Management, Inc.$984K
- BANK OF AMERICA CORP /DE/$861K
- Cresta Advisors, Ltd.$845K
- MORGAN STANLEY$667K
- RAYMOND JAMES FINANCIAL INC$461K
Largest trims
- Karpus Management, Inc.$6M
- Hennion & Walsh Asset Management, Inc.$2M
- GUGGENHEIM CAPITAL LLC$904K
- RIVERNORTH CAPITAL MANAGEMENT, LLC$670K
- PNC Financial Services Group, Inc.$637K
- Invesco Ltd.$417K
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 |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 1,660,000 | $17M | 10.8% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 1,512,949 | $15M | 9.9% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 1,092,926 | $11M | 7.1% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 1,041,484 | $10M | 6.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,031,893 | $10M | 6.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 863,904 | $9M | 5.6% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 833,716 | $8M | 5.4% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 563,559 | $6M | 3.7% | 2026-Q2 |
| MORGAN STANLEY added | 512,262 | $5M | 3.3% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 446,988 | $4M | 2.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 443,079 | $4M | 2.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 425,931 | $4M | 2.8% | 2026-Q2 |
| Rareview Capital LLC added | 392,059 | $4M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 382,178 | $4M | 2.5% | 2026-Q2 |
| Cresta Advisors, Ltd. added | 335,415 | $3M | 2.2% | 2026-Q2 |
| UBS Group AG trimmed | 264,136 | $3M | 1.7% | 2026-Q2 |
| CURA WEALTH ADVISORS, LLC | 254,149 | $3M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 251,853 | $3M | 1.6% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 229,813 | $2M | 1.5% | 2026-Q2 |
| Dakota Wealth Management trimmed | 197,690 | $2M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 163,685 | $2M | 1.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 162,779 | $2M | 1.1% | 2026-Q2 |
| Fiera Capital Corp trimmed | 157,294 | $2M | 1.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 137,572 | $1M | 0.9% | 2026-Q2 |
| Garner Asset Management Corp added | 132,553 | $1M | 0.9% | 2026-Q2 |
| MacKay Shields LLC | 125,764 | $1M | 0.8% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 118,000 | $1M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 115,639 | $1M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 81,041 | $807K | 0.5% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 76,223 | $759K | 0.5% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 68,337 | $681K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 67,133 | $669K | 0.4% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 60,747 | $605K | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 57,152 | $569K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 54,314 | $541K | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 43,610 | $434K | 0.3% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC added | 42,851 | $427K | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 41,135 | $410K | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 37,363 | $372K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 33,957 | $338K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 33,630 | $335K | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 33,103 | $330K | 0.2% | 2026-Q2 |
| &PARTNERS added | 32,425 | $323K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 30,106 | $300K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 28,409 | $283K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 27,619 | $275K | 0.2% | 2026-Q2 |
| Pflug Koory, LLC trimmed | 27,525 | $274K | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 25,545 | $254K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 24,950 | $248K | 0.2% | 2026-Q2 |
| High Net Worth Advisory Group LLC added | 24,773 | $247K | 0.2% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. new | 23,905 | $238K | 0.2% | 2026-Q2 |
| Plancorp, LLC | 23,900 | $238K | 0.2% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. added | 23,655 | $236K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,338 | $232K | 0.2% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC | 23,000 | $229K | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 19,615 | $192K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 17,717 | $176K | 0.1% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 17,692 | $176K | 0.1% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 17,503 | $174K | 0.1% | 2026-Q2 |
| PETRA FINANCIAL ADVISORS INC | 17,000 | $169K | 0.1% | 2026-Q2 |
| Ascentis Wealth Management, LLC added | 16,254 | $16K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 16,216 | $162K | 0.1% | 2026-Q2 |
| PFS Partners, LLC added | 15,972 | $159K | 0.1% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 15,072 | $150K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 14,691 | $146K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 13,640 | $136K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 13,583 | $135K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 13,458 | $134K | 0.1% | 2026-Q2 |
| SMH CAPITAL ADVISORS INC | 13,213 | $132K | 0.1% | 2026-Q2 |
| Mountain Hill Investment Partners Corp. | 13,000 | $129K | 0.1% | 2026-Q2 |
| Realta Investment Advisors | 12,461 | $124K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 12,223 | $119K | 0.1% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 12,000 | $120K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 12,000 | $120K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 11,860 | $118K | 0.1% | 2026-Q2 |
| PW Nova Financial Services LLC new | 11,750 | $117K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 11,739 | $117K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 11,505 | $115K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 10,850 | $108K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 9,709 | $97K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 8,974 | $89K | 0.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 7,548 | $75K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 7,500 | $75K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 5,157 | $51K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC | 4,720 | $47K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,700 | $37K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 3,506 | $35K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. new | 2,656 | $26K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,800 | $18K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 1,700 | $17K | 0.0% | 2026-Q2 |
| PEOPLES FINANCIAL SERVICES CORP. | 1,666 | $17K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 1,390 | $14K | 0.0% | 2026-Q2 |
| Investors Portfolio Services LLC added | 1,160 | $12K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,147 | $11K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 1,020 | $10K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 1,000 | $10K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 979 | $10K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 800 | $8K | 0.0% | 2026-Q2 |
| Hurley Capital, LLC added | 645 | $6K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 589 | $6K | 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.