Who owns EIRL
Which tracked institutional funds hold EIRL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EIRL company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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
5 tracked funds added or opened EIRL while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
EIRL’s largest tracked holder by dollar value, Matthew Goff Investment Advisor, LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EIRL 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 32 tracked filers holding EIRL, 14 increased or opened the position and 14 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 EIRL 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 5
- Matthew Goff Investment Advisor, LLC$19M
- JANE STREET GROUP, LLC$2M
- Finer Wealth Management, Inc.$1M
- FLOW TRADERS U.S. LLC$1M
- CITADEL ADVISORS LLC$1M
Full exits 2
- Hilltop Holdings Inc.$1M
- Sepio Capital, LP$1M
Largest trims
- MORGAN STANLEY$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Marotta Asset Management$339K
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 |
|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC new | 440,261 | $19M | 31.4% | 2026-Q1 |
| Marotta Asset Management added | 162,963 | $11M | 19.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 57,678 | $4M | 6.7% | 2026-Q1 |
| Aberdeen Group plc trimmed | 24,949 | $2M | 2.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 24,234 | $2M | 2.8% | 2026-Q1 |
| Equitable Holdings, Inc. added | 20,700 | $2M | 2.6% | 2026-Q1 |
| Finer Wealth Management, Inc. new | 20,596 | $1M | 2.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 19,081 | $1M | 2.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 18,804 | $1M | 2.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 18,235 | $1M | 2.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,222 | $1M | 1.9% | 2026-Q1 |
| Global Endowment Management, LP | 15,000 | $1M | 1.7% | 2026-Q1 |
| Texas Yale Capital Corp. | 12,900 | $888K | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 12,212 | $841K | 1.4% | 2026-Q1 |
| Curbstone Financial Management Corp | 11,390 | $784K | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 9,665 | $665K | 1.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 6,797 | $468K | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC | 5,815 | $400K | 0.7% | 2026-Q1 |
| UBS Group AG added | 4,926 | $339K | 0.6% | 2026-Q1 |
| Wealthfront Advisers LLC added | 4,694 | $323K | 0.5% | 2026-Q1 |
| Idaho Trust Co added | 4,040 | $278K | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,486 | $171K | 0.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 624 | $43K | 0.1% | 2026-Q1 |
| FMR LLC | 604 | $42K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC new | 421 | $29K | 0.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 400 | $27K | 0.0% | 2026-Q1 |
| Breakwater Investment Management | 191 | $13K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 128 | $9K | 0.0% | 2026-Q1 |
| Manchester Capital Management LLC | 70 | $5K | 0.0% | 2026-Q1 |
| Covestor Ltd | 11 | $1K | 0.0% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. | 11 | $757 | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 5 | $344 | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 32,538 | $2M | 3.7% | 2025-Q2 stale |
| Hilltop Holdings Inc. trimmed | 18,056 | $1M | 2.2% | 2025-Q4 stale |
| Sepio Capital, LP added | 17,895 | $1M | 2.2% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 18,458 | $1M | 2.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC trimmed | 9,403 | $631K | 1.1% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ added | 5,433 | $399K | 0.7% | 2025-Q4 stale |
| Cyndeo Wealth Partners, LLC added | 4,219 | $249K | 0.4% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC new | 2,162 | $145K | 0.2% | 2025-Q2 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 1,978 | $133K | 0.2% | 2025-Q2 stale |
| MGB Wealth Management, LLC added | 1,394 | $102K | 0.2% | 2025-Q4 stale |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 154 | $11K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 99 | $7K | 0.0% | 2025-Q4 stale |
| BLAIR WILLIAM & CO/IL new | 96 | $6K | 0.0% | 2025-Q2 stale |
| Advisory Services Network, LLC trimmed | 6 | $405 | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 1 | $67 | 0.0% | 2025-Q3 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.