Who owns EOS
Which tracked institutional funds hold EOS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EOS 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
23 tracked funds added or opened EOS while 8 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
EOS’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes EOS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EOS 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 133 tracked filers holding EOS, 69 increased or opened the position and 46 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 EOS 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 5
- Lynx Investment Advisory$1M
- Allspring Global Investments Holdings, LLC$932K
- NewEdge Advisors, LLC$622K
- Global Assets Advisory, LLC$612K
- XTX Topco Ltd$602K
Full exits 4
- COHEN & STEERS, INC.$3M
- Sunbelt Securities, Inc.$1M
- Cambridge Investment Research Advisors, Inc.$905K
- Jefferies Financial Group Inc.$551K
Largest adds
- OSAIC HOLDINGS, INC.$8M
- Invesco Ltd.$3M
- MORGAN STANLEY$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Karpus Management, Inc.$2M
- GUGGENHEIM CAPITAL LLC$1M
Largest trims
- Advisors Asset Management, Inc.$789K
- Kovack Advisors, Inc.$475K
- Shaker Financial Services, LLC$379K
- UBS Group AG$274K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,239,124 | $27M | 10.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,100,999 | $24M | 9.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 758,767 | $17M | 6.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 738,672 | $16M | 6.5% | 2026-Q2 |
| Invesco Ltd. added | 722,969 | $16M | 6.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 676,679 | $15M | 5.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 661,124 | $15M | 5.8% | 2026-Q2 |
| LPL Financial LLC added | 431,821 | $10M | 3.8% | 2026-Q2 |
| UBS Group AG trimmed | 385,025 | $8M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 381,035 | $8M | 3.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 332,463 | $7M | 2.9% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 238,696 | $5M | 2.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 234,726 | $5M | 2.1% | 2026-Q2 |
| Karpus Management, Inc. added | 211,237 | $5M | 1.9% | 2026-Q2 |
| JBR Co Financial Management Inc added | 148,654 | $3M | 1.3% | 2026-Q2 |
| Chung Wu Investment Group, LLC trimmed | 147,810 | $3M | 1.3% | 2026-Q2 |
| Larson Financial Group LLC added | 145,361 | $3M | 1.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 143,241 | $3M | 1.3% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 135,552 | $3M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 134,329 | $3M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 123,026 | $3M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 114,311 | $3M | 1.0% | 2026-Q2 |
| Fund Advisors of America Inc/FL trimmed | 103,085 | $2M | 0.9% | 2026-Q2 |
| Logan Stone Capital, LLC added | 95,109 | $2M | 0.8% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 87,872 | $2M | 0.8% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 87,405 | $2M | 0.8% | 2026-Q2 |
| PMG Family Office LLC added | 86,755 | $2M | 0.8% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 78,712 | $2M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 77,360 | $2M | 0.7% | 2026-Q2 |
| Indivisible Partners trimmed | 74,825 | $2M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 70,399 | $2M | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 57,450 | $1M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 52,930 | $1M | 0.5% | 2026-Q2 |
| Lynx Investment Advisory new | 45,996 | $1M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 45,118 | $994K | 0.4% | 2026-Q2 |
| Calamos Advisors LLC added | 44,409 | $979K | 0.4% | 2026-Q2 |
| &PARTNERS added | 43,351 | $956K | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 42,291 | $932K | 0.4% | 2026-Q2 |
| TBH Global Asset Management, LLC | 39,474 | $870K | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 37,718 | $831K | 0.3% | 2026-Q2 |
| Chancellor Financial Group WB LP added | 35,613 | $785K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 32,136 | $708K | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 32,124 | $708K | 0.3% | 2026-Q2 |
| WESBANCO BANK INC added | 30,256 | $667K | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 29,895 | $659K | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 28,734 | $633K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 28,233 | $622K | 0.2% | 2026-Q2 |
| Global Assets Advisory, LLC trimmed | 27,708 | $612K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 27,311 | $602K | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 26,776 | $590K | 0.2% | 2026-Q2 |
| Tyche Wealth Partners LLC added | 26,439 | $583K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 24,033 | $530K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 23,850 | $526K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 22,547 | $497K | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 22,291 | $473K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC new | 21,425 | $472K | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 20,740 | $457K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 20,174 | $445K | 0.2% | 2026-Q2 |
| COMMONS CAPITAL, LLC added | 19,370 | $427K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 19,033 | $419K | 0.2% | 2026-Q2 |
| Abel Hall, LLC new | 19,000 | $419K | 0.2% | 2026-Q2 |
| Colonial Trust Co / SC | 17,764 | $392K | 0.2% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. new | 17,263 | $380K | 0.2% | 2026-Q2 |
| Compass Planning Associates Inc trimmed | 17,217 | $379K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 17,138 | $379K | 0.2% | 2026-Q2 |
| Costello Asset Management, INC added | 16,574 | $365K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,556 | $368K | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC | 16,474 | $337K | 0.1% | 2026-Q2 |
| City Center Advisors, LLC trimmed | 16,337 | $360K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 15,999 | $353K | 0.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 15,730 | $347K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC | 15,147 | $334K | 0.1% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC | 14,947 | $329K | 0.1% | 2026-Q2 |
| UMB Bank, n.a. | 13,437 | $296K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 13,384 | $295K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 13,166 | $290K | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC added | 13,011 | $287K | 0.1% | 2026-Q2 |
| Diversified Enterprises, LLC added | 12,433 | $274K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 12,381 | $273K | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC new | 11,950 | $263K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 11,667 | $254K | 0.1% | 2026-Q2 |
| Discipline Wealth Solutions, LLC trimmed | 10,969 | $242K | 0.1% | 2026-Q2 |
| Altus Wealth Group LLC | 10,667 | $235K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC | 10,600 | $234K | 0.1% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 10,346 | $228K | 0.1% | 2026-Q2 |
| Burk Holdings LLC | 10,274 | $226K | 0.1% | 2026-Q2 |
| Fairman Group, LLC trimmed | 10,255 | $226K | 0.1% | 2026-Q2 |
| Stockman Wealth Management, Inc. | 10,000 | $220K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 9,860 | $217K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 9,835 | $217K | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 9,589 | $211K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 9,405 | $207K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC | 9,351 | $206K | 0.1% | 2026-Q2 |
| Traynor Capital Management, Inc. added | 9,295 | $205K | 0.1% | 2026-Q2 |
| SP Asset Management LLC new | 9,124 | $201K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,380 | $185K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 7,250 | $160K | 0.1% | 2026-Q2 |
| Axiom Investment Management LLC added | 7,160 | $158K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 4,116 | $91K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,112 | $91K | 0.0% | 2026-Q2 |
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.