Who owns EINC (EINC)
Which tracked institutional funds hold EINC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EINC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 EINC is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 2 trimmed or exited — on balance accumulating.
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
EINC’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EINC 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 34 tracked filers holding EINC, 17 increased or opened the position and 14 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 EINC 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 6
- Copley Financial Group, Inc.$5M
- TWO SIGMA INVESTMENTS, LP$907K
- Cornerstone Planning Group LLC$891K
- Ascent Advisors, LLC$842K
- GeoWealth Management, LLC$715K
- JANE STREET GROUP, LLC$615K
Full exits 2
- OLD MISSION CAPITAL LLC$2M
- CITADEL ADVISORS LLC$1M
Largest adds
- VAN ECK ASSOCIATES CORP$40M
- LPL Financial LLC$2M
- Focus Partners Wealth$1M
- RAYMOND JAMES FINANCIAL INC$666K
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 |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP added | 551,666 | $65M | 59.8% | 2026-Q1 |
| Focus Partners Wealth trimmed | 86,392 | $10M | 9.4% | 2026-Q1 |
| LPL Financial LLC added | 67,205 | $8M | 7.3% | 2026-Q1 |
| Copley Financial Group, Inc. new | 44,509 | $5M | 4.8% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 14,182 | $2M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,695 | $1M | 1.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 7,700 | $907K | 0.8% | 2026-Q1 |
| Cornerstone Planning Group LLC new | 7,419 | $891K | 0.8% | 2026-Q1 |
| Ascent Advisors, LLC new | 7,146 | $842K | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,259 | $737K | 0.7% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 6,066 | $715K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 5,216 | $615K | 0.6% | 2026-Q1 |
| Castleview Partners, LLC trimmed | 3,774 | $445K | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 3,025 | $356K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,675 | $315K | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 2,547 | $300K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,943 | $229K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,806 | $213K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 939 | $111K | 0.1% | 2026-Q1 |
| CWM, LLC | 388 | $46K | 0.0% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 273 | $32K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 198 | $23K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 100 | $12K | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 88 | $10K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC | 82 | $10K | 0.0% | 2026-Q1 |
| Anchor Investment Management, LLC | 75 | $9K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 62 | $7K | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 38 | $4K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 28 | $3K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC | 23 | $3K | 0.0% | 2026-Q1 |
| CVA Family Office, LLC new | 23 | $3K | 0.0% | 2026-Q1 |
| FMR LLC | 15 | $2K | 0.0% | 2026-Q1 |
| CBIZ Investment Advisory Services, LLC | 13 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $76 | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 20,091 | $2M | 1.8% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 14,566 | $1M | 1.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 12,582 | $1M | 1.1% | 2025-Q4 stale |
| IronOak Wealth LLC. new | 11,454 | $1M | 1.0% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 11,411 | $1M | 1.0% | 2025-Q2 stale |
| Fulcrum Equity Management trimmed | 9,871 | $974K | 0.9% | 2025-Q2 stale |
| Efficient Advisors, LLC added | 6,520 | $644K | 0.6% | 2025-Q2 stale |
| Compound Planning, Inc. added | 5,007 | $501K | 0.5% | 2025-Q1 stale |
| Summit X, LLC added | 4,472 | $441K | 0.4% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,392 | $326K | 0.3% | 2025-Q4 stale |
| Laird Norton Wetherby Wealth Management, LLC new | 2,666 | $264K | 0.2% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 2,397 | $231K | 0.2% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC new | 677 | $65K | 0.1% | 2025-Q4 stale |
| UBS Group AG trimmed | 245 | $24K | 0.0% | 2025-Q4 stale |
| MGB Wealth Management, LLC new | 200 | $19K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC | 11 | $1K | 0.0% | 2025-Q4 stale |
| Midwest Capital Advisors, LLC | 10 | $982 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.