Who owns ENGIY
Which tracked institutional funds hold ENGIY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ENGIY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-13). 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
1 tracked fund added or opened ENGIY while 2 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
ENGIY’s largest tracked holder by dollar value, Ramirez Asset Management, Inc., sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ENGIY 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 12 tracked filers holding ENGIY, 4 increased or opened the position and 7 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 ENGIY 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.
Largest adds
- Ramirez Asset Management, Inc.$876K
Largest trims
- YOUSIF CAPITAL MANAGEMENT, LLC$1M
- Ativo Capital Management LLC$420K
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 |
|---|---|---|---|---|
| Ramirez Asset Management, Inc. added | 651,435 | $21M | 76.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 68,968 | $2M | 8.1% | 2026-Q2 |
| Ativo Capital Management LLC trimmed | 57,337 | $2M | 6.7% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 20,072 | $659K | 2.4% | 2026-Q2 |
| GAMMA Investing LLC added | 13,671 | $431K | 1.6% | 2026-Q2 |
| YOUSIF CAPITAL MANAGEMENT, LLC trimmed | 8,844 | $279K | 1.0% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 3,674 | $116K | 0.4% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 934 | $28K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 565 | $18K | 0.1% | 2026-Q2 |
| Westside Investment Management, Inc. | 411 | $13K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. | 34 | $1K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 13 | $410 | 0.0% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 14,138 | $451K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 9,918 | $326K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. trimmed | 210 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RMG Wealth Management LLC new | 100 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Signature Equity Partners, LLC new | 310 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Ancora Advisors LLC new | 141 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Preservation Advisors, LLC | 105 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 52 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Brooklyn Investment Group added | 3,461 | $81K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. added | 1,397 | $33K | 0.1% | 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.