Who owns EIPI (EIPI)
Which tracked institutional funds hold EIPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EIPI 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 EIPI is one-sided between 2025-Q4 and 2026-Q1: 35 added or opened and 8 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
EIPI’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes EIPI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EIPI 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 152 tracked filers holding EIPI, 78 increased or opened the position and 54 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 EIPI 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 2
- LEGACY FINANCIAL INDEPENDENT ADVISORS LLC$1M
- Redhawk Wealth Advisors, Inc.$647K
Full exits 3
- Proficio Capital Partners LLC$1M
- OLD MISSION CAPITAL LLC$635K
- COHEN & STEERS, INC.$575K
Largest adds
- MORGAN STANLEY$9M
- Arvest Bank Trust Division$8M
- RAYMOND JAMES FINANCIAL INC$6M
- LPL Financial LLC$6M
- ROYAL BANK OF CANADA$4M
- Coastal Bridge Advisors, LLC$3M
Largest trims
- LongView Wealth Management$2M
- NBC SECURITIES, INC.$1M
- NewEdge Advisors, LLC$811K
- STEPHENS INC /AR/$520K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$413K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,747,577 | $62M | 15.9% | 2026-Q1 |
| Arvest Bank Trust Division added | 1,830,850 | $41M | 10.6% | 2026-Q1 |
| LPL Financial LLC added | 1,282,820 | $29M | 7.4% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 1,012,885 | $23M | 5.9% | 2026-Q1 |
| UBS Group AG added | 892,365 | $20M | 5.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 807,830 | $18M | 4.7% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 804,177 | $18M | 4.6% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 774,453 | $17M | 4.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 666,585 | $15M | 3.9% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. added | 615,200 | $14M | 3.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 301,421 | $7M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 281,678 | $6M | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 227,871 | $5M | 1.3% | 2026-Q1 |
| Summit Financial, LLC added | 222,932 | $5M | 1.3% | 2026-Q1 |
| Paller Financial Services Inc trimmed | 179,962 | $4M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 175,496 | $4M | 1.0% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 155,056 | $3M | 0.9% | 2026-Q1 |
| Cambridge Advisors Inc. added | 146,390 | $3M | 0.8% | 2026-Q1 |
| Retirement Planning Co of New England, Inc. added | 145,299 | $3M | 0.8% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 140,217 | $3M | 0.8% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 139,885 | $3M | 0.8% | 2026-Q1 |
| NWF Advisory Services Inc. added | 137,939 | $3M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 127,905 | $3M | 0.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 124,733 | $3M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 113,728 | $3M | 0.7% | 2026-Q1 |
| LongView Wealth Management trimmed | 106,599 | $2M | 0.6% | 2026-Q1 |
| Community Bank, N.A. | 100,000 | $2M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 96,569 | $2M | 0.6% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 92,534 | $2M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 82,172 | $2M | 0.5% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 81,659 | $2M | 0.5% | 2026-Q1 |
| Mystic Asset Management, Inc. trimmed | 76,302 | $2M | 0.4% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 76,248 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 71,611 | $2M | 0.4% | 2026-Q1 |
| ALTFEST L J & CO INC added | 71,300 | $2M | 0.4% | 2026-Q1 |
| Strait & Sound Wealth Management LLC trimmed | 69,699 | $2M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 67,918 | $2M | 0.4% | 2026-Q1 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC new | 61,316 | $1M | 0.4% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 60,814 | $1M | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 59,218 | $1M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC | 54,428 | $1M | 0.3% | 2026-Q1 |
| OneAscent Family Office, LLC added | 51,039 | $1M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 48,936 | $1M | 0.3% | 2026-Q1 |
| AlTi Global, Inc. | 47,998 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 47,953 | $1M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 42,842 | $964K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 42,564 | $957K | 0.2% | 2026-Q1 |
| Formidable Asset Management, LLC trimmed | 46,944 | $933K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 41,335 | $930K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 40,887 | $920K | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 40,506 | $911K | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 38,727 | $871K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 38,249 | $860K | 0.2% | 2026-Q1 |
| Latash Investments, LLC | 32,168 | $723K | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 31,732 | $714K | 0.2% | 2026-Q1 |
| WESPAC Advisors, LLC trimmed | 30,368 | $683K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 30,067 | $676K | 0.2% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. new | 28,782 | $647K | 0.2% | 2026-Q1 |
| SMITH, MOORE & CO. added | 27,856 | $626K | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 26,961 | $606K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 25,148 | $566K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 24,994 | $562K | 0.1% | 2026-Q1 |
| Inscription Capital, LLC added | 22,667 | $510K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 22,528 | $507K | 0.1% | 2026-Q1 |
| Armor Investment Advisors, LLC trimmed | 20,336 | $457K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 20,216 | $455K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 19,995 | $450K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 19,245 | $430K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 18,625 | $415K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. trimmed | 18,135 | $408K | 0.1% | 2026-Q1 |
| Icon Wealth Advisors, LLC trimmed | 18,104 | $408K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 17,490 | $393K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 17,353 | $390K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 17,164 | $386K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 17,126 | $385K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 16,961 | $381K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 16,325 | $367K | 0.1% | 2026-Q1 |
| Excelsior Advisor Network LLC new | 15,776 | $355K | 0.1% | 2026-Q1 |
| Fairman Group, LLC | 15,709 | $353K | 0.1% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 15,688 | $353K | 0.1% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 15,688 | $353K | 0.1% | 2026-Q1 |
| Fiduciary Alliance LLC | 15,449 | $341K | 0.1% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 14,845 | $334K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 14,769 | $332K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 14,433 | $325K | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 369,270 | $7M | 1.9% | 2025-Q2 stale |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 121,300 | $2M | 0.6% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 114,504 | $2M | 0.6% | 2025-Q2 stale |
| Moloney Securities Asset Management, LLC added | 62,201 | $1M | 0.3% | 2025-Q3 stale |
| Proficio Capital Partners LLC trimmed | 51,420 | $1M | 0.3% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 31,964 | $635K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 30,285 | $597K | 0.2% | 2025-Q2 stale |
| COHEN & STEERS, INC. | 28,937 | $575K | 0.1% | 2025-Q4 stale |
| Fisher Asset Management, LLC new | 25,041 | $498K | 0.1% | 2025-Q4 stale |
| PUFF WEALTH MANAGEMENT, LLC added | 21,411 | $430K | 0.1% | 2025-Q4 stale |
| IFG Advisory, LLC added | 21,306 | $420K | 0.1% | 2025-Q2 stale |
| L.M. KOHN & COMPANY trimmed | 20,921 | $415K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 20,437 | $406K | 0.1% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 20,207 | $402K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 19,945 | $396K | 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.