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-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
12 tracked funds added or opened EIM while 10 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
EIM’s largest tracked holder by dollar value, Karpus Management, Inc., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 114 tracked filers holding EIM, 61 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 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
- Rareview Capital LLC$2M
- Uniting Wealth Partners, LLC$744K
- Summit Trail Advisors, LLC$694K
Full exits 2
- Balyasny Asset Management L.P.$883K
- JANE STREET GROUP, LLC$727K
Largest adds
- ROBINSON CAPITAL MANAGEMENT, LLC$4M
- Cresta Advisors, Ltd.$2M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1M
- VAN ECK ASSOCIATES CORP$833K
- HighTower Advisors, LLC$580K
- MORGAN STANLEY$547K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15M
- Karpus Management, Inc.$12M
- MACKAY SHIELDS LLC$2M
- AMERIPRISE FINANCIAL INC$2M
- Fiera Capital Corp$1M
- Invesco Ltd.$483K
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 |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 2,296,254 | $22M | 13.5% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 1,610,948 | $16M | 9.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 1,303,983 | $13M | 7.7% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,144,456 | $11M | 6.7% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 1,035,238 | $10M | 6.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 833,513 | $8M | 4.9% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 749,174 | $7M | 4.4% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 568,062 | $6M | 3.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 472,675 | $5M | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 453,909 | $4M | 2.7% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 443,079 | $4M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 431,237 | $4M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 401,179 | $4M | 2.4% | 2026-Q1 |
| UBS Group AG added | 265,058 | $3M | 1.6% | 2026-Q1 |
| Cresta Advisors, Ltd. added | 255,415 | $2M | 1.5% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC added | 254,149 | $2M | 1.5% | 2026-Q1 |
| Rareview Capital LLC new | 256,760 | $2M | 1.5% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 229,813 | $2M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 218,796 | $2M | 1.3% | 2026-Q1 |
| Dakota Wealth Management trimmed | 200,960 | $2M | 1.2% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 171,927 | $2M | 1.0% | 2026-Q1 |
| COHEN & STEERS, INC. added | 166,840 | $2M | 1.0% | 2026-Q1 |
| Fiera Capital Corp trimmed | 163,302 | $2M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 157,839 | $2M | 0.9% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC trimmed | 137,434 | $1M | 0.8% | 2026-Q1 |
| MACKAY SHIELDS LLC trimmed | 125,764 | $1M | 0.7% | 2026-Q1 |
| Garner Asset Management Corp trimmed | 126,002 | $1M | 0.7% | 2026-Q1 |
| Mathes Company, Inc. | 121,734 | $1M | 0.7% | 2026-Q1 |
| Indiana Trust & Investment Management Co trimmed | 118,000 | $1M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 107,302 | $1M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 100,967 | $986K | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 99,313 | $970K | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 81,719 | $798K | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 78,762 | $770K | 0.5% | 2026-Q1 |
| Uniting Wealth Partners, LLC added | 76,170 | $744K | 0.4% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 71,034 | $694K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 65,611 | $641K | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 65,301 | $638K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 55,506 | $542K | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 50,445 | $493K | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. | 43,865 | $429K | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 39,594 | $387K | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 34,103 | $333K | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 33,281 | $325K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 30,720 | $300K | 0.2% | 2026-Q1 |
| Pflug Koory, LLC | 28,325 | $277K | 0.2% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 26,344 | $257K | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 25,461 | $249K | 0.1% | 2026-Q1 |
| &PARTNERS added | 24,600 | $240K | 0.1% | 2026-Q1 |
| Plancorp, LLC | 23,900 | $236K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 24,013 | $235K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 23,810 | $233K | 0.1% | 2026-Q1 |
| TODD ASSET MANAGEMENT LLC added | 23,000 | $225K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 22,656 | $221K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 22,500 | $220K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 22,279 | $218K | 0.1% | 2026-Q1 |
| High Net Worth Advisory Group LLC trimmed | 20,176 | $197K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,813 | $194K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,624 | $182K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 18,554 | $181K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 18,422 | $180K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 17,761 | $174K | 0.1% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 17,692 | $173K | 0.1% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 17,439 | $170K | 0.1% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC added | 17,000 | $166K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 16,384 | $160K | 0.1% | 2026-Q1 |
| Pathfinder Wealth Consulting, Inc. | 16,174 | $158K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 15,931 | $156K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC new | 15,917 | $156K | 0.1% | 2026-Q1 |
| PFS Partners, LLC added | 15,728 | $154K | 0.1% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 14,842 | $145K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 14,104 | $138K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC | 13,583 | $133K | 0.1% | 2026-Q1 |
| Mountain Hill Investment Partners Corp. | 13,000 | $127K | 0.1% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. | 12,725 | $124K | 0.1% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC | 12,611 | $123K | 0.1% | 2026-Q1 |
| Realta Investment Advisors | 12,461 | $122K | 0.1% | 2026-Q1 |
| Balyasny Asset Management L.P. added | 90,715 | $883K | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 74,735 | $727K | 0.4% | 2025-Q4 stale |
| Jacobi Capital Management LLC | 49,065 | $489K | 0.3% | 2025-Q1 stale |
| READYSTATE ASSET MANAGEMENT LP added | 42,178 | $410K | 0.2% | 2025-Q4 stale |
| Logan Stone Capital, LLC added | 39,288 | $382K | 0.2% | 2025-Q4 stale |
| Wellspring Financial Advisors, LLC trimmed | 36,148 | $359K | 0.2% | 2025-Q3 stale |
| Allen Mooney & Barnes Investment Advisors LLC added | 36,026 | $351K | 0.2% | 2025-Q4 stale |
| Ashton Thomas Private Wealth, LLC added | 35,480 | $343K | 0.2% | 2025-Q2 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 34,263 | $333K | 0.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 28,863 | $281K | 0.2% | 2025-Q4 stale |
| Beacon Pointe Advisors, LLC added | 20,707 | $206K | 0.1% | 2025-Q1 stale |
| Moors & Cabot, Inc. | 20,382 | $203K | 0.1% | 2025-Q1 stale |
| Marex Group plc added | 20,377 | $198K | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC added | 16,534 | $161K | 0.1% | 2025-Q4 stale |
| SFI Advisors, LLC trimmed | 15,382 | $150K | 0.1% | 2025-Q4 stale |
| Good Life Advisors, LLC | 14,996 | $145K | 0.1% | 2025-Q2 stale |
| LGL PARTNERS, LLC new | 15,000 | $145K | 0.1% | 2025-Q2 stale |
| SMH CAPITAL ADVISORS INC | 13,620 | $133K | 0.1% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC | 13,629 | $132K | 0.1% | 2025-Q2 stale |
| RPS ADVISORY SOLUTIONS LLC trimmed | 13,524 | $131K | 0.1% | 2025-Q4 stale |
| Mariner, LLC trimmed | 12,358 | $123K | 0.1% | 2025-Q3 stale |
| Catalina Capital Group, LLC | 12,298 | $119K | 0.1% | 2025-Q2 stale |
| MARINER INVESTMENT GROUP LLC trimmed | 12,181 | $119K | 0.1% | 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.