Who owns EIS
Which tracked institutional funds hold EIS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EIS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
36 tracked funds added or opened EIS while 16 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
EIS’s largest tracked holder by dollar value, JANE STREET GROUP, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EIS 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 172 tracked filers holding EIS, 99 increased or opened the position and 56 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 EIS 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 8
- JANE STREET GROUP, LLC$53M
- BlackRock, Inc.$21M
- DRW Securities, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- OLD MISSION CAPITAL LLC$2M
- Castle Rock Wealth Management, LLC$670K
Full exits 7
- VestGen Advisors, LLC$3M
- Geneos Wealth Management Inc.$2M
- B. Riley Wealth Advisors, Inc.$1M
- BlueCrest Capital Management Ltd$1M
- WMG Financial Advisors, LLC$1M
- INTREPID FAMILY OFFICE LLC$1M
Largest adds
- BANK OF MONTREAL /CAN/$12M
- Pioneer Family Office, LLC$10M
- Nilsine Partners, LLC$7M
- Korea Investment CORP$5M
- EverSource Wealth Advisors, LLC$5M
- BANK OF AMERICA CORP /DE/$4M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$33M
- LPL Financial LLC$3M
- Cetera Investment Advisers$1M
- OSAIC HOLDINGS, INC.$906K
- MML INVESTORS SERVICES, LLC$486K
- CoreCap Advisors, LLC$454K
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 |
|---|---|---|---|---|
| JANE STREET GROUP, LLC added | 458,292 | $53M | 16.0% | 2026-Q1 |
| Korea Investment CORP added | 436,085 | $51M | 15.2% | 2026-Q1 |
| BlackRock, Inc. added | 179,039 | $21M | 6.2% | 2026-Q1 |
| MORGAN STANLEY added | 144,496 | $17M | 5.0% | 2026-Q1 |
| Pioneer Family Office, LLC added | 115,299 | $13M | 4.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 109,269 | $13M | 3.8% | 2026-Q1 |
| Nilsine Partners, LLC added | 78,219 | $10M | 3.0% | 2026-Q1 |
| UBS Group AG added | 82,956 | $10M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 60,056 | $7M | 2.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 59,326 | $7M | 2.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 96,956 | $5M | 1.5% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 41,287 | $5M | 1.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 39,780 | $5M | 1.4% | 2026-Q1 |
| Monument Capital Management trimmed | 36,071 | $4M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 34,565 | $4M | 1.2% | 2026-Q1 |
| NewSquare Capital LLC added | 33,191 | $4M | 1.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 32,749 | $4M | 1.1% | 2026-Q1 |
| NEPC LLC | 31,069 | $4M | 1.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 28,782 | $3M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 28,063 | $3M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 26,910 | $3M | 0.9% | 2026-Q1 |
| Swiss Life Asset Management Ltd trimmed | 26,622 | $3M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 26,568 | $3M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 25,223 | $3M | 0.9% | 2026-Q1 |
| DRW Securities, LLC new | 21,056 | $2M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 10,948 | $2M | 0.7% | 2026-Q1 |
| Sepio Capital, LP trimmed | 18,424 | $2M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,016 | $2M | 0.6% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 15,076 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,013 | $2M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 14,430 | $2M | 0.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 13,469 | $2M | 0.5% | 2026-Q1 |
| Smithfield Trust Co | 13,229 | $2M | 0.5% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 13,090 | $2M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 12,924 | $2M | 0.5% | 2026-Q1 |
| DAVENPORT & Co LLC added | 12,755 | $1M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 11,571 | $1M | 0.4% | 2026-Q1 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. trimmed | 11,086 | $1M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 11,003 | $1M | 0.4% | 2026-Q1 |
| Legacy Capital Group California, Inc. trimmed | 10,979 | $1M | 0.4% | 2026-Q1 |
| Wealthfront Advisers LLC added | 10,689 | $1M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 9,617 | $1M | 0.3% | 2026-Q1 |
| Csenge Advisory Group trimmed | 9,264 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 8,858 | $1M | 0.3% | 2026-Q1 |
| Trek Financial, LLC added | 8,688 | $1M | 0.3% | 2026-Q1 |
| RVW Wealth, LLC added | 8,302 | $963K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 7,348 | $853K | 0.3% | 2026-Q1 |
| Knollwood Investment Advisory, LLC | 6,925 | $804K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 6,866 | $797K | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 6,327 | $734K | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 5,892 | $693K | 0.2% | 2026-Q1 |
| Castle Rock Wealth Management, LLC new | 5,689 | $670K | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 5,552 | $644K | 0.2% | 2026-Q1 |
| Beaumont Financial Advisors, LLC | 5,550 | $644K | 0.2% | 2026-Q1 |
| GeoWealth Management, LLC new | 5,453 | $633K | 0.2% | 2026-Q1 |
| TRUST CO OF OKLAHOMA new | 5,036 | $584K | 0.2% | 2026-Q1 |
| Arrow Investment Advisors, LLC added | 4,496 | $522K | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. | 4,470 | $519K | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 4,401 | $511K | 0.2% | 2026-Q1 |
| Evolution Wealth Advisors, LLC added | 4,330 | $502K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,310 | $500K | 0.2% | 2026-Q1 |
| Mariner, LLC added | 4,288 | $491K | 0.1% | 2026-Q1 |
| Calydon Capital new | 4,120 | $478K | 0.1% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 4,112 | $477K | 0.1% | 2026-Q1 |
| Wealth Care LLC new | 4,106 | $476K | 0.1% | 2026-Q1 |
| Rinkey Investments added | 4,075 | $473K | 0.1% | 2026-Q1 |
| Nadler Financial Group, Inc. trimmed | 4,050 | $470K | 0.1% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 3,942 | $457K | 0.1% | 2026-Q1 |
| Israel Discount Bank of New York trimmed | 3,920 | $455K | 0.1% | 2026-Q1 |
| Analyst IMS Investment Management Services Ltd. added | 3,805 | $442K | 0.1% | 2026-Q1 |
| KKM Financial LLC | 3,999 | $440K | 0.1% | 2026-Q1 |
| CERTUITY, LLC added | 3,720 | $432K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 3,610 | $419K | 0.1% | 2026-Q1 |
| Creative Planning added | 3,578 | $415K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,420 | $403K | 0.1% | 2026-Q1 |
| Summit Place Financial Advisors, LLC trimmed | 3,410 | $396K | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 3,399 | $394K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 3,395 | $394K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 3,390 | $393K | 0.1% | 2026-Q1 |
| Colorado Capital Management, Inc. | 3,342 | $388K | 0.1% | 2026-Q1 |
| Osbon Capital Management LLC | 3,279 | $380K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,329 | $379K | 0.1% | 2026-Q1 |
| Copia Wealth Management added | 3,184 | $369K | 0.1% | 2026-Q1 |
| Wealth High Governance Capital Ltda new | 60,000 | $6M | 1.8% | 2025-Q3 stale |
| BW Gestao de Investimentos Ltda. new | 40,000 | $4M | 1.2% | 2025-Q3 stale |
| VestGen Advisors, LLC new | 23,684 | $3M | 0.8% | 2025-Q4 stale |
| MARVIN & PALMER ASSOCIATES INC new | 23,443 | $2M | 0.7% | 2025-Q3 stale |
| Geneos Wealth Management Inc. new | 18,861 | $2M | 0.6% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. new | 12,245 | $1M | 0.4% | 2025-Q4 stale |
| BlueCrest Capital Management Ltd | 12,000 | $1M | 0.4% | 2025-Q4 stale |
| WMG Financial Advisors, LLC new | 11,615 | $1M | 0.4% | 2025-Q4 stale |
| Arizona PSPRS Trust new | 11,729 | $1M | 0.3% | 2025-Q2 stale |
| Hilltop Holdings Inc. trimmed | 11,003 | $1M | 0.3% | 2025-Q3 stale |
| INTREPID FAMILY OFFICE LLC | 10,000 | $1M | 0.3% | 2025-Q4 stale |
| Mutual Advisors, LLC new | 7,325 | $806K | 0.2% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 7,609 | $565K | 0.2% | 2025-Q1 stale |
| NORTHERN TRUST CORP trimmed | 5,948 | $442K | 0.1% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 3,517 | $387K | 0.1% | 2025-Q4 stale |
| Jefferies Financial Group Inc. new | 5,000 | $372K | 0.1% | 2025-Q1 stale |
| GAM Holding AG new | 3,350 | $368K | 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.