Who owns EOD
Which tracked institutional funds hold EOD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EOD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
11 tracked funds added or opened EOD while 4 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
EOD’s largest tracked holder by dollar value, Advisors Asset Management, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EOD 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 60 tracked filers holding EOD, 28 increased or opened the position and 28 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 EOD 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.
Full exits 2
- Pathstone Holdings, LLC$4M
- SIT INVESTMENT ASSOCIATES INC$942K
Largest adds
- GUGGENHEIM CAPITAL LLC$4M
- Advisors Asset Management, Inc.$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Karpus Management, Inc.$875K
- LPL Financial LLC$620K
- CAPSTONE INVESTMENT ADVISORS, LLC$316K
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$406K
- Cetera Investment Advisers$326K
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 |
|---|---|---|---|---|
| Advisors Asset Management, Inc. added | 2,483,205 | $16M | 16.5% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 1,620,995 | $11M | 10.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,561,104 | $10M | 10.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 1,499,720 | $10M | 10.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 812,462 | $5M | 5.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 714,248 | $5M | 4.7% | 2026-Q2 |
| LPL Financial LLC added | 607,847 | $4M | 4.0% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC trimmed | 485,255 | $3M | 3.2% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 431,553 | $3M | 2.9% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 349,860 | $2M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 333,670 | $2M | 2.2% | 2026-Q2 |
| UBS Group AG trimmed | 265,699 | $2M | 1.8% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 239,994 | $2M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 215,608 | $1M | 1.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 162,665 | $1M | 1.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 150,015 | $980K | 1.0% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 143,300 | $936K | 1.0% | 2026-Q2 |
| CreativeOne Wealth, LLC | 122,546 | $800K | 0.8% | 2026-Q2 |
| Dakota Wealth Management trimmed | 58,865 | $384K | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 57,033 | $372K | 0.4% | 2026-Q2 |
| KANE INVESTMENT MANAGEMENT, INC. added | 48,873 | $319K | 0.3% | 2026-Q2 |
| RB Capital Management, LLC added | 48,462 | $316K | 0.3% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC | 38,806 | $259K | 0.3% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 37,495 | $245K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 30,659 | $200K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 30,525 | $199K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 25,150 | $164K | 0.2% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC | 23,632 | $154K | 0.2% | 2026-Q2 |
| DECISION INVESTMENTS, INC | 22,350 | $146K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 20,655 | $134K | 0.1% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 20,554 | $134K | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. added | 20,314 | $134K | 0.1% | 2026-Q2 |
| Concorde Asset Management, LLC new | 19,500 | $132K | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC added | 20,093 | $131K | 0.1% | 2026-Q2 |
| Investment Management Trust, LLC trimmed | 19,649 | $128K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 18,950 | $124K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,944 | $124K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 18,570 | $121K | 0.1% | 2026-Q2 |
| &PARTNERS added | 17,269 | $113K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 17,254 | $113K | 0.1% | 2026-Q2 |
| Armor Investment Advisors, LLC | 17,022 | $111K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 13,707 | $90K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC | 13,613 | $89K | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 13,399 | $86K | 0.1% | 2026-Q2 |
| Clearview Wealth Management LLC | 12,103 | $79K | 0.1% | 2026-Q2 |
| Sage Capital Management, LLC | 12,000 | $78K | 0.1% | 2026-Q2 |
| Advance Capital Management, Inc. new | 11,300 | $74K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. | 10,819 | $71K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC | 10,750 | $70K | 0.1% | 2026-Q2 |
| Advisory Advocates, LLC | 10,428 | $68K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 10,000 | $65K | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 10,000 | $65K | 0.1% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 45,547 | $46K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,113 | $7K | 0.0% | 2026-Q2 |
| Luminist Capital LLC | 558 | $4K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 500 | $3K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 450 | $3K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 410 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4 | $27 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $4 | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 693,617 | $4M | 4.1% | 2026-Q1 stale (1 quarter behind) |
| SIT INVESTMENT ASSOCIATES INC added | 161,501 | $942K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC | 29,296 | $171K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Catalina Capital Group, LLC | 22,216 | $130K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 20,281 | $118K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 18,003 | $105K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,611 | $103K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Vise Technologies, Inc. | 14,203 | $83K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 10,549 | $62K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC | 7,500 | $43K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 750 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HIGHLINE WEALTH PARTNERS LLC added | 500 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| High Point Wealth Management, LLC new | 260 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| 1607 Capital Partners, LLC trimmed | 148,768 | $867K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 64,491 | $376K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Logan Stone Capital, LLC trimmed | 16,065 | $94K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 14,200 | $84K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 5,983 | $35K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 722 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 500 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Saba Capital Management, L.P. trimmed | 996,353 | $6M | 5.8% | 2025-Q3 stale (3 quarters behind) |
| Laird Norton Wetherby Wealth Management, LLC | 77,010 | $439K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Parallel Advisors, LLC new | 3,629 | $21K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 1,000 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Quantedge Capital Pte Ltd trimmed | 20,557 | $111K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| SFI Advisors, LLC trimmed | 10,187 | $55K | 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.