Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
10 tracked funds added or opened EIPX while 8 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
EIPX’s largest tracked holder by dollar value, AlTi Global, Inc., sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp 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 2026-Q1 and 2026-Q2, across 56 tracked filers holding EIPX, 42 increased or opened the position and 13 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 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
- TOUNJIAN ADVISORY PARTNERS, LLC$2M
- Cetera Investment Advisers$2M
- Signal Advisors Wealth, LLC$1M
Full exits 2
- CWM, LLC$4M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- AlTi Global, Inc.$5M
- EASTERN BANK$541K
- ELEVATION POINT WEALTH PARTNERS, LLC$537K
- Vestmark Advisory Solutions, Inc.$533K
- Integrated Wealth Concepts LLC$480K
- MARSHALL INVESTMENT MANAGEMENT, LLC$432K
Largest trims
- Fiduciary Trust Co$8M
- Cerity Partners OCIO LLC$3M
- JANE STREET GROUP, LLC$659K
- ROYAL BANK OF CANADA$563K
- LPL Financial LLC$559K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$274K
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 |
|---|---|---|---|---|
| AlTi Global, Inc. added | 4,931,716 | $154M | 33.1% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 4,912,761 | $154M | 33.0% | 2026-Q2 |
| Cerity Partners OCIO LLC trimmed | 2,333,859 | $73M | 15.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 317,542 | $10M | 2.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 247,310 | $8M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 185,481 | $6M | 1.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 182,710 | $6M | 1.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 182,005 | $6M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 114,087 | $4M | 0.8% | 2026-Q2 |
| EASTERN BANK added | 98,217 | $3M | 0.7% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 91,619 | $3M | 0.6% | 2026-Q2 |
| SCS Capital Management LLC | 83,600 | $3M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 71,332 | $2M | 0.5% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC added | 65,788 | $2M | 0.4% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 64,012 | $2M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 61,452 | $2M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 56,722 | $2M | 0.4% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 52,063 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 49,236 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG added | 41,692 | $1M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 34,023 | $1M | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 32,040 | $1M | 0.2% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 30,782 | $963K | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 29,306 | $917K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 28,461 | $891K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 28,267 | $885K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 27,794 | $870K | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 25,405 | $795K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 23,192 | $726K | 0.2% | 2026-Q2 |
| CVA Family Office, LLC added | 20,796 | $651K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 20,508 | $642K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 19,680 | $616K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 19,456 | $609K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,152 | $568K | 0.1% | 2026-Q2 |
| Van Diest Capital, LLC added | 16,799 | $526K | 0.1% | 2026-Q2 |
| Inscription Capital, LLC added | 12,194 | $382K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 11,825 | $370K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,744 | $274K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 8,503 | $266K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,323 | $229K | 0.0% | 2026-Q2 |
| Holos Integrated Wealth LLC added | 6,572 | $209K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 5,208 | $163K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,799 | $150K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 3,964 | $124K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 1,903 | $60K | 0.0% | 2026-Q2 |
| Daytona Street Capital LLC new | 2,490 | $55K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 1,454 | $45K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 1,291 | $40K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 800 | $25K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 659 | $21K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 403 | $13K | 0.0% | 2026-Q2 |
| Abound Wealth Management new | 380 | $12K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC new | 342 | $11K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 279 | $9K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 139 | $4K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 55 | $2K | 0.0% | 2026-Q2 |
| CWM, LLC added | 109,930 | $4M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 41,330 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 10,756 | $346K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Graney & King, LLC trimmed | 98 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 17,170 | $454K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 801 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 800 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| West Branch Capital LLC trimmed | 520 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BENJAMIN EDWARDS INC trimmed | 66,467 | $2M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 29,713 | $762K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Garden State Investment Advisory Services LLC added | 20,925 | $536K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Legacy Investment Solutions, LLC added | 16,274 | $417K | 0.1% | 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.
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.