Who owns EIPX (EIPX)
Which tracked institutional funds hold EIPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EIPX 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 EIPX is one-sided between 2025-Q4 and 2026-Q1: 20 added or opened and 1 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
EIPX’s largest tracked holder by dollar value, Fiduciary Trust Co, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EIPX 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 49 tracked filers holding EIPX, 33 increased or opened the position and 17 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 EIPX 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
- ELEVATION POINT WEALTH PARTNERS, LLC$5M
- Vestmark Advisory Solutions, Inc.$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest adds
- AlTi Global, Inc.$32M
- Fiduciary Trust Co$25M
- Cerity Partners OCIO LLC$14M
- STIFEL FINANCIAL CORP$4M
- LPL Financial LLC$3M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- Graney & King, LLC$3M
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 |
|---|---|---|---|---|
| Fiduciary Trust Co trimmed | 5,044,605 | $162M | 33.9% | 2026-Q1 |
| AlTi Global, Inc. added | 4,637,146 | $149M | 31.2% | 2026-Q1 |
| Cerity Partners OCIO LLC | 2,370,562 | $76M | 15.9% | 2026-Q1 |
| LPL Financial LLC added | 326,424 | $10M | 2.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 246,148 | $8M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 176,847 | $6M | 1.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 161,129 | $5M | 1.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 160,579 | $5M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 111,366 | $4M | 0.7% | 2026-Q1 |
| CWM, LLC added | 109,930 | $4M | 0.7% | 2026-Q1 |
| Summit Trail Advisors, LLC trimmed | 88,414 | $3M | 0.6% | 2026-Q1 |
| SCS Capital Management LLC | 83,600 | $3M | 0.6% | 2026-Q1 |
| EASTERN BANK trimmed | 78,778 | $3M | 0.5% | 2026-Q1 |
| Arax Advisory Partners added | 68,849 | $2M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 56,454 | $2M | 0.4% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 51,215 | $2M | 0.3% | 2026-Q1 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 50,583 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 41,330 | $1M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 40,279 | $1M | 0.3% | 2026-Q1 |
| UBS Group AG added | 38,353 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 38,167 | $1M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 36,454 | $1M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 34,618 | $1M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 27,532 | $885K | 0.2% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID trimmed | 26,021 | $837K | 0.2% | 2026-Q1 |
| StoneX Group Inc. added | 25,785 | $829K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 25,366 | $816K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 25,200 | $810K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 25,058 | $806K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 23,222 | $747K | 0.2% | 2026-Q1 |
| CVA Family Office, LLC added | 20,638 | $664K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 18,462 | $594K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 15,685 | $504K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ new | 11,825 | $380K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,756 | $346K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. new | 8,425 | $271K | 0.1% | 2026-Q1 |
| Van Diest Capital, LLC trimmed | 7,532 | $242K | 0.1% | 2026-Q1 |
| Inscription Capital, LLC new | 6,800 | $219K | 0.0% | 2026-Q1 |
| Holos Integrated Wealth LLC new | 6,570 | $212K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 6,382 | $205K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 4,013 | $129K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,382 | $44K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 800 | $26K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 459 | $15K | 0.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 403 | $13K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 138 | $4K | 0.0% | 2026-Q1 |
| Graney & King, LLC trimmed | 98 | $3K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 55 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $35 | 0.0% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 309,928 | $8M | 1.7% | 2025-Q1 stale |
| Rock Creek Group, LP added | 105,910 | $3M | 0.5% | 2025-Q1 stale |
| BENJAMIN EDWARDS INC trimmed | 66,467 | $2M | 0.4% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ new | 29,713 | $762K | 0.2% | 2025-Q2 stale |
| Virtue Capital Management, LLC trimmed | 20,870 | $544K | 0.1% | 2025-Q1 stale |
| Garden State Investment Advisory Services LLC added | 20,925 | $536K | 0.1% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC new | 18,771 | $489K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 17,170 | $454K | 0.1% | 2025-Q4 stale |
| Legacy Investment Solutions, LLC added | 16,274 | $417K | 0.1% | 2025-Q2 stale |
| Prosperity Wealth Management, Inc. trimmed | 12,213 | $318K | 0.1% | 2025-Q1 stale |
| Jaffetilchin Investment Partners, LLC new | 11,837 | $308K | 0.1% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 11,648 | $305K | 0.1% | 2025-Q3 stale |
| Global Retirement Partners, LLC | 5,208 | $138K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 801 | $21K | 0.0% | 2025-Q4 stale |
| COMERICA BANK | 800 | $21K | 0.0% | 2025-Q4 stale |
| West Branch Capital LLC trimmed | 520 | $14K | 0.0% | 2025-Q4 stale |
| AE Wealth Management LLC new | 299 | $8K | 0.0% | 2025-Q1 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.