Who owns EOI
Which tracked institutional funds hold EOI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EOI 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
12 tracked funds added or opened EOI while 7 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
EOI’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% 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 EOI 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 87 tracked filers holding EOI, 39 increased or opened the position and 34 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 EOI 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 4
- Shaker Financial Services, LLC$6M
- Lynx Investment Advisory$1M
- EP Wealth Advisors, LLC$950K
- READYSTATE ASSET MANAGEMENT LP$713K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$10M
- HighTower Advisors, LLC$894K
Largest adds
- RAYMOND JAMES FINANCIAL INC$5M
- WOLVERINE ASSET MANAGEMENT LLC$3M
- Invesco Ltd.$1M
- OSAIC HOLDINGS, INC.$816K
- LPL Financial LLC$686K
- BANK OF AMERICA CORP /DE/$623K
Largest trims
- Focus Partners Wealth$18M
- ROYAL BANK OF CANADA$3M
- MORGAN STANLEY$3M
- Farther Finance Advisors, LLC$1M
- GUGGENHEIM CAPITAL LLC$337K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 1,678,256 | $33M | 16.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 616,112 | $12M | 6.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 575,518 | $11M | 5.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 532,902 | $10M | 5.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 490,844 | $10M | 4.7% | 2026-Q2 |
| Invesco Ltd. added | 450,145 | $9M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 374,206 | $7M | 3.6% | 2026-Q2 |
| Shaker Financial Services, LLC added | 309,881 | $6M | 3.0% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO trimmed | 218,581 | $4M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 218,542 | $4M | 2.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 217,008 | $4M | 2.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 211,996 | $4M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 202,090 | $4M | 2.0% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 184,826 | $4M | 1.8% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 182,526 | $4M | 1.8% | 2026-Q2 |
| UBS Group AG trimmed | 181,878 | $4M | 1.8% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 155,693 | $3M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 147,242 | $3M | 1.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 140,937 | $3M | 1.4% | 2026-Q2 |
| TPG Advisors LLC added | 96,020 | $2M | 0.9% | 2026-Q2 |
| OxenFree Capital LLC added | 92,825 | $2M | 0.9% | 2026-Q2 |
| Allworth Financial LP trimmed | 88,002 | $2M | 0.9% | 2026-Q2 |
| PMG Family Office LLC added | 84,502 | $2M | 0.8% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 73,852 | $1M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 72,073 | $1M | 0.7% | 2026-Q2 |
| Lynx Investment Advisory new | 55,505 | $1M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 48,976 | $963K | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 48,327 | $950K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 48,047 | $945K | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 47,654 | $937K | 0.5% | 2026-Q2 |
| Corient Private Wealth LP | 46,697 | $918K | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 43,599 | $857K | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 41,672 | $819K | 0.4% | 2026-Q2 |
| GUERRA PAN ADVISORS, LLC trimmed | 39,312 | $773K | 0.4% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 36,245 | $713K | 0.4% | 2026-Q2 |
| David J Yvars Group added | 33,185 | $652K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 31,966 | $628K | 0.3% | 2026-Q2 |
| COMMONS CAPITAL, LLC added | 27,766 | $546K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 23,257 | $457K | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC | 20,874 | $410K | 0.2% | 2026-Q2 |
| Brick & Kyle, Associates | 20,269 | $381K | 0.2% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 18,275 | $359K | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 18,155 | $357K | 0.2% | 2026-Q2 |
| XTX Topco Ltd new | 17,008 | $334K | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 16,353 | $322K | 0.2% | 2026-Q2 |
| Indivisible Partners | 12,777 | $251K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 12,755 | $251K | 0.1% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 12,500 | $246K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 12,360 | $243K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 11,883 | $234K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 11,661 | $229K | 0.1% | 2026-Q2 |
| TMB Capital Partners, LLC added | 11,304 | $222K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC | 11,000 | $216K | 0.1% | 2026-Q2 |
| Stockman Wealth Management, Inc. | 11,000 | $216K | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 10,114 | $199K | 0.1% | 2026-Q2 |
| Axiom Investment Management LLC added | 7,144 | $140K | 0.1% | 2026-Q2 |
| Colonial Trust Co / SC | 7,000 | $136K | 0.1% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC new | 6,350 | $125K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 5,572 | $110K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 5,541 | $109K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 5,376 | $106K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 4,856 | $95K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 4,800 | $94K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 4,735 | $93K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,679 | $91K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 3,853 | $76K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 2,736 | $54K | 0.0% | 2026-Q2 |
| Colonial Trust Advisors added | 2,084 | $41K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,852 | $36K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,500 | $29K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,154 | $23K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,078 | $21K | 0.0% | 2026-Q2 |
| VSM Wealth Advisory, LLC | 916 | $18K | 0.0% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 750 | $15K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. | 718 | $14K | 0.0% | 2026-Q2 |
| LRI Investments, LLC | 618 | $12K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. | 530 | $10K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 509 | $10K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 470 | $9K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 274 | $5K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 200 | $4K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 150 | $3K | 0.0% | 2026-Q2 |
| Providence Capital Advisors, LLC new | 116 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 90 | $2K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 46 | $904 | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 24 | $472 | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 1 | $20 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 543,309 | $10M | 5.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 47,609 | $894K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 11,365 | $213K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ashton Thomas Private Wealth, LLC added | 21,813 | $448K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Lifetime Wealth Management P.C. new | 15 | $371K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| B. Riley Wealth Advisors, Inc. trimmed | 17,825 | $366K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Logan Stone Capital, LLC new | 14,650 | $301K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kovitz Investment Group Partners, LLC trimmed | 797,177 | $17M | 8.2% | 2025-Q3 stale (3 quarters behind) |
| Concurrent Investment Advisors, LLC trimmed | 253,486 | $5M | 2.6% | 2025-Q3 stale (3 quarters behind) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 43,500 | $911K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 20,580 | $431K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Everstar Asset Management, LLC added | 13,820 | $289K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Warther Private Wealth, LLC | 13,700 | $287K | 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.