Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
16 tracked funds added or opened EIPI while 18 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
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 2026-Q1 and 2026-Q2, across 160 tracked filers holding EIPI, 84 increased or opened the position and 69 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 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 6
- HB Wealth Management, LLC$5M
- Triad Wealth Partners, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Chevy Chase Trust Holdings, LLC$1M
- OLD MISSION CAPITAL LLC$564K
- Brookstone Capital Management$523K
Full exits 4
- Cambridge Investment Research Advisors, Inc.$7M
- LongView Wealth Management$2M
- Redhawk Wealth Advisors, Inc.$647K
- HighTower Advisors, LLC$562K
Largest adds
- STIFEL FINANCIAL CORP$7M
- ROYAL BANK OF CANADA$2M
- MML INVESTORS SERVICES, LLC$1M
- NewEdge Advisors, LLC$1M
- WELLS FARGO & COMPANY/MN$892K
- Bank of New York Mellon Corp$767K
Largest trims
- Arvest Bank Trust Division$3M
- Wealthspire Advisors, LLC$2M
- MORGAN STANLEY$1M
- LPL Financial LLC$794K
- BROWN BROTHERS HARRIMAN & CO$756K
- Cetera Investment Advisers$717K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,766,909 | $60M | 16.0% | 2026-Q2 |
| Arvest Bank Trust Division trimmed | 1,760,193 | $38M | 10.2% | 2026-Q2 |
| LPL Financial LLC added | 1,284,660 | $28M | 7.4% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 1,023,734 | $22M | 5.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 917,037 | $20M | 5.3% | 2026-Q2 |
| UBS Group AG trimmed | 886,810 | $19M | 5.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 809,233 | $18M | 4.7% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 727,590 | $16M | 4.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 683,567 | $15M | 3.9% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. trimmed | 610,463 | $13M | 3.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 444,159 | $10M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 319,994 | $7M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 275,480 | $6M | 1.6% | 2026-Q2 |
| Summit Financial, LLC trimmed | 215,192 | $5M | 1.2% | 2026-Q2 |
| HB Wealth Management, LLC new | 208,232 | $5M | 1.2% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 186,543 | $4M | 1.1% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 173,202 | $4M | 1.0% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 154,621 | $3M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 147,894 | $3M | 0.9% | 2026-Q2 |
| Retirement Planning Co of New England, Inc. added | 146,441 | $3M | 0.8% | 2026-Q2 |
| Cambridge Advisors Inc. trimmed | 142,258 | $3M | 0.8% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 140,901 | $3M | 0.8% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 136,989 | $3M | 0.8% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 133,949 | $3M | 0.8% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 124,882 | $3M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 103,840 | $2M | 0.6% | 2026-Q2 |
| Community Bank, N.A. | 100,000 | $2M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 94,728 | $2M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 87,974 | $2M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 85,686 | $2M | 0.5% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 84,836 | $2M | 0.5% | 2026-Q2 |
| OneAscent Family Office, LLC added | 83,379 | $2M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 77,672 | $2M | 0.4% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 77,193 | $2M | 0.4% | 2026-Q2 |
| Mystic Asset Management, Inc. trimmed | 75,778 | $2M | 0.4% | 2026-Q2 |
| ALTFEST L J & CO INC added | 73,640 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 73,415 | $2M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 73,129 | $2M | 0.4% | 2026-Q2 |
| Strait & Sound Wealth Management LLC trimmed | 69,473 | $2M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 67,747 | $1M | 0.4% | 2026-Q2 |
| Magnus Financial Group LLC added | 60,865 | $1M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 58,745 | $1M | 0.3% | 2026-Q2 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC trimmed | 54,170 | $1M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 53,307 | $1M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 51,380 | $1M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 49,996 | $1M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 49,089 | $1M | 0.3% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC new | 48,449 | $1M | 0.3% | 2026-Q2 |
| AlTi Global, Inc. | 47,998 | $1M | 0.3% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 46,894 | $1M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 45,991 | $1M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 43,936 | $960K | 0.3% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 43,910 | $959K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 42,554 | $929K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 41,071 | $897K | 0.2% | 2026-Q2 |
| MAI Capital Management trimmed | 39,530 | $863K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 39,167 | $855K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 34,322 | $750K | 0.2% | 2026-Q2 |
| Latash Investments, LLC | 32,168 | $703K | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 30,624 | $669K | 0.2% | 2026-Q2 |
| WESPAC Advisors, LLC added | 30,507 | $666K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 30,234 | $660K | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. added | 28,286 | $618K | 0.2% | 2026-Q2 |
| Inscription Capital, LLC added | 28,078 | $613K | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 26,292 | $574K | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 25,843 | $564K | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 24,931 | $544K | 0.1% | 2026-Q2 |
| Brookstone Capital Management new | 23,927 | $523K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 23,255 | $508K | 0.1% | 2026-Q2 |
| Xcelsior Advisor Partners LLC added | 22,865 | $499K | 0.1% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC added | 22,030 | $481K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 20,793 | $449K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 20,385 | $445K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 20,079 | $439K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 20,007 | $437K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 18,735 | $406K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 18,243 | $398K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. | 18,135 | $396K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 17,960 | $392K | 0.1% | 2026-Q2 |
| Armor Investment Advisors, LLC trimmed | 17,889 | $391K | 0.1% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 17,615 | $385K | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC added | 16,857 | $368K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 16,578 | $362K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 15,803 | $345K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 15,553 | $340K | 0.1% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 15,553 | $340K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 15,285 | $334K | 0.1% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 15,097 | $330K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 15,016 | $328K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 14,433 | $315K | 0.1% | 2026-Q2 |
| Fairman Group, LLC trimmed | 13,749 | $300K | 0.1% | 2026-Q2 |
| Whitener Capital Management, Inc. trimmed | 13,170 | $288K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 12,958 | $283K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC added | 12,851 | $281K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 12,647 | $276K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 12,413 | $271K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 12,248 | $267K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 12,000 | $262K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 12,000 | $262K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 11,790 | $257K | 0.1% | 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.