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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-08-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

39
Institutional holders
643K
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened EINC while 5 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

EINC’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 39 tracked filers holding EINC, 26 increased or opened the position and 12 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 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 3

  • GTS SECURITIES LLC$4M
  • StoneX Group Inc.$1M
  • OLD MISSION CAPITAL LLC$582K

Full exits 3

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
  • TWO SIGMA INVESTMENTS, LP$907K
  • GeoWealth Management, LLC$715K

Largest adds

  • LPL Financial LLC$1M
  • Copley Financial Group, Inc.$890K
  • JANE STREET GROUP, LLC$784K
  • Arax Advisory Partners$302K
  • TUCKER ASSET MANAGEMENT LLC$270K

Largest trims

  • VAN ECK ASSOCIATES CORP$30M
  • Focus Partners Wealth$776K

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).

FundSharesReported value% of valueQuarter
VAN ECK ASSOCIATES CORP trimmed289,614$35M39.9%2026-Q2
Focus Partners Wealth trimmed78,877$9M10.9%2026-Q2
LPL Financial LLC added76,455$9M10.5%2026-Q2
Copley Financial Group, Inc. added51,459$6M7.1%2026-Q2
GTS SECURITIES LLC added31,578$4M4.4%2026-Q2
Wealthfront Advisers LLC added14,758$2M2.0%2026-Q2
RAYMOND JAMES FINANCIAL INC added13,201$2M1.8%2026-Q2
StoneX Group Inc. new12,630$1M1.7%2026-Q2
JANE STREET GROUP, LLC added11,730$1M1.6%2026-Q2
Cornerstone Planning Group LLC added7,901$984K1.1%2026-Q2
Ascent Advisors, LLC added8,151$958K1.1%2026-Q2
MORGAN STANLEY added6,260$746K0.9%2026-Q2
OLD MISSION CAPITAL LLC trimmed4,886$582K0.7%2026-Q2
Castleview Partners, LLC added4,248$506K0.6%2026-Q2
TUCKER ASSET MANAGEMENT LLC added4,061$484K0.6%2026-Q2
Cetera Investment Advisers added3,483$415K0.5%2026-Q2
Apollon Wealth Management, LLC added3,049$363K0.4%2026-Q2
Rockefeller Capital Management L.P. added2,841$339K0.4%2026-Q2
Sanctuary Advisors, LLC new2,800$334K0.4%2026-Q2
COMPASS FINANCIAL MANAGEMENT LLC new2,775$329K0.4%2026-Q2
Arax Advisory Partners added2,624$313K0.4%2026-Q2
OSAIC HOLDINGS, INC. added2,623$313K0.4%2026-Q2
EP Wealth Advisors, LLC trimmed2,174$259K0.3%2026-Q2
Main Street Financial Solutions, LLC new1,896$226K0.3%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added1,818$217K0.3%2026-Q2
AE Wealth Management LLC new533$64K0.1%2026-Q2
LANARK FINANCIAL, INC. trimmed192$23K0.0%2026-Q2
UBS Group AG trimmed171$20K0.0%2026-Q2
Founders Financial Alliance, LLC82$10K0.0%2026-Q2
FMR LLC added76$9K0.0%2026-Q2
Strategic Wealth Partners, Ltd.62$7K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new60$7K0.0%2026-Q2
Medallion Wealth Advisors, LLC trimmed50$6K0.0%2026-Q2
BLAIR WILLIAM & CO/IL38$5K0.0%2026-Q2
Allworth Financial LP28$3K0.0%2026-Q2
Golden State Wealth Management, LLC23$3K0.0%2026-Q2
CVA Family Office, LLC23$3K0.0%2026-Q2
CBIZ Investment Advisory Services, LLC13$2K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed0$130.0%2026-Q2
FIG FINANCIAL ADVISORY SERVICES INC /ADV new14,416$2M2.0%2026-Q1 stale (1 quarter behind)
TWO SIGMA INVESTMENTS, LP added7,700$907K1.0%2026-Q1 stale (1 quarter behind)
GeoWealth Management, LLC trimmed6,066$715K0.8%2026-Q1 stale (1 quarter behind)
CWM, LLC388$46K0.1%2026-Q1 stale (1 quarter behind)
ROYAL BANK OF CANADA added100$12K0.0%2026-Q1 stale (1 quarter behind)
Anchor Investment Management, LLC75$9K0.0%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC added12,582$1M1.4%2025-Q4 stale (2 quarters behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed3,392$326K0.4%2025-Q4 stale (2 quarters behind)
Cambridge Investment Research Advisors, Inc. trimmed2,397$231K0.3%2025-Q4 stale (2 quarters behind)
MGB Wealth Management, LLC new200$19K0.0%2025-Q4 stale (2 quarters behind)
FLAGSHIP HARBOR ADVISORS, LLC new11$1K0.0%2025-Q4 stale (2 quarters behind)
Midwest Capital Advisors, LLC10$9820.0%2025-Q4 stale (2 quarters behind)
Laird Norton Wetherby Wealth Management, LLC new2,666$264K0.3%2025-Q3 stale (3 quarters behind)
IronOak Wealth LLC. new11,454$1M1.3%2025-Q2 stale (4 quarters behind)
BANK OF AMERICA CORP /DE/ trimmed11,411$1M1.3%2025-Q2 stale (4 quarters behind)
Fulcrum Equity Management trimmed9,871$974K1.1%2025-Q2 stale (4 quarters behind)
Efficient Advisors, LLC added6,520$644K0.7%2025-Q2 stale (4 quarters behind)
Summit X, LLC added4,472$441K0.5%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership