Who owns EOS (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-Q1 13F filings. 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
9 tracked funds added or opened EOS while 25 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
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 2025-Q4 and 2026-Q1, across 124 tracked filers holding EOS, 55 increased or opened the position and 58 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 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.
Full exits 2
- Global Assets Advisory, LLC$2M
- NewEdge Advisors, LLC$612K
Largest adds
- Karpus Management, Inc.$2M
- Shaker Financial Services, LLC$1M
- WOLVERINE ASSET MANAGEMENT LLC$1M
- COHEN & STEERS, INC.$555K
- 1607 Capital Partners, LLC$484K
- Farther Finance Advisors, LLC$474K
Largest trims
- OSAIC HOLDINGS, INC.$9M
- BANK OF AMERICA CORP /DE/$5M
- MORGAN STANLEY$5M
- Invesco Ltd.$4M
- GUGGENHEIM CAPITAL LLC$4M
- Advisors Asset Management, Inc.$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,213,550 | $25M | 10.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,134,517 | $23M | 10.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 769,232 | $16M | 6.8% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 728,260 | $15M | 6.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 699,479 | $14M | 6.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 640,055 | $13M | 5.6% | 2026-Q1 |
| UBS Group AG trimmed | 428,143 | $9M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 412,725 | $8M | 3.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 366,367 | $7M | 3.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 349,044 | $7M | 3.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 300,152 | $6M | 2.6% | 2026-Q1 |
| Shaker Financial Services, LLC added | 275,672 | $6M | 2.4% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 244,924 | $5M | 2.2% | 2026-Q1 |
| Chung Wu Investment Group, LLC trimmed | 157,310 | $3M | 1.4% | 2026-Q1 |
| JBR Co Financial Management Inc | 136,906 | $3M | 1.4% | 2026-Q1 |
| Larson Financial Group LLC added | 141,989 | $3M | 1.3% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 132,730 | $3M | 1.2% | 2026-Q1 |
| COHEN & STEERS, INC. added | 129,355 | $3M | 1.1% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 128,981 | $3M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 124,198 | $3M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 120,930 | $2M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 113,944 | $2M | 1.0% | 2026-Q1 |
| Karpus Management, Inc. added | 110,532 | $2M | 1.0% | 2026-Q1 |
| Fund Advisors of America Inc/FL trimmed | 106,662 | $2M | 0.9% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO added | 84,705 | $2M | 0.8% | 2026-Q1 |
| PMG Family Office LLC added | 84,291 | $2M | 0.7% | 2026-Q1 |
| Indivisible Partners added | 77,052 | $2M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 75,377 | $2M | 0.7% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 71,484 | $1M | 0.6% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 69,019 | $1M | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 66,383 | $1M | 0.6% | 2026-Q1 |
| Logan Stone Capital, LLC added | 61,594 | $1M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 55,520 | $1M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 49,668 | $1M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 45,271 | $926K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 44,212 | $905K | 0.4% | 2026-Q1 |
| Kovack Advisors, Inc. added | 41,032 | $854K | 0.4% | 2026-Q1 |
| Calamos Advisors LLC added | 41,448 | $848K | 0.4% | 2026-Q1 |
| TBH Global Asset Management, LLC trimmed | 39,474 | $808K | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 37,718 | $772K | 0.3% | 2026-Q1 |
| Chancellor Financial Group WB LP added | 34,879 | $714K | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 34,410 | $704K | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 32,562 | $666K | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. | 32,124 | $657K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 31,817 | $651K | 0.3% | 2026-Q1 |
| &PARTNERS added | 28,416 | $581K | 0.3% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 26,913 | $551K | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 26,482 | $542K | 0.2% | 2026-Q1 |
| Tyche Wealth Partners LLC trimmed | 26,425 | $541K | 0.2% | 2026-Q1 |
| City Center Advisors, LLC added | 26,401 | $540K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 25,553 | $533K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,993 | $491K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. added | 23,850 | $488K | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 22,875 | $468K | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 22,820 | $467K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 22,416 | $459K | 0.2% | 2026-Q1 |
| Compass Planning Associates Inc | 22,335 | $457K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,449 | $439K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 20,226 | $414K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 19,724 | $404K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 19,217 | $393K | 0.2% | 2026-Q1 |
| Formidable Asset Management, LLC | 16,474 | $386K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 18,630 | $381K | 0.2% | 2026-Q1 |
| COMMONS CAPITAL, LLC added | 18,148 | $371K | 0.2% | 2026-Q1 |
| Colonial Trust Co / SC | 17,764 | $363K | 0.2% | 2026-Q1 |
| Virtu Financial LLC added | 17,075 | $349K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,500 | $342K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 15,147 | $310K | 0.1% | 2026-Q1 |
| Cordgrass Capital Advisors, LLC trimmed | 14,947 | $306K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 14,129 | $289K | 0.1% | 2026-Q1 |
| Costello Asset Management, INC trimmed | 14,041 | $287K | 0.1% | 2026-Q1 |
| UMB Bank, n.a. | 13,437 | $275K | 0.1% | 2026-Q1 |
| Fairman Group, LLC | 13,000 | $266K | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC added | 12,945 | $265K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 12,607 | $258K | 0.1% | 2026-Q1 |
| Diversified Enterprises, LLC added | 12,393 | $254K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 12,201 | $250K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 12,067 | $247K | 0.1% | 2026-Q1 |
| WEALTH EFFECTS LLC added | 11,135 | $228K | 0.1% | 2026-Q1 |
| Mariner, LLC | 10,714 | $219K | 0.1% | 2026-Q1 |
| Altus Wealth Group LLC trimmed | 10,667 | $218K | 0.1% | 2026-Q1 |
| Spire Wealth Management added | 10,640 | $218K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 190,501 | $5M | 2.0% | 2025-Q3 stale |
| Global Assets Advisory, LLC trimmed | 66,312 | $2M | 0.7% | 2025-Q4 stale |
| Compound Planning, Inc. added | 28,852 | $690K | 0.3% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 26,147 | $612K | 0.3% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 23,200 | $555K | 0.2% | 2025-Q3 stale |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 22,060 | $531K | 0.2% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 19,603 | $436K | 0.2% | 2025-Q4 stale |
| Discipline Wealth Solutions, LLC added | 13,391 | $313K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 12,222 | $292K | 0.1% | 2025-Q3 stale |
| Semus Wealth Partners LLC trimmed | 11,159 | $270K | 0.1% | 2025-Q2 stale |
| Signal Advisors Wealth, LLC added | 11,322 | $265K | 0.1% | 2025-Q4 stale |
| Strong Retirement Solutions LLC new | 11,322 | $265K | 0.1% | 2025-Q4 stale |
| ARS Wealth Advisors Group, LLC | 10,750 | $257K | 0.1% | 2025-Q3 stale |
| XTX Topco Ltd new | 12,013 | $253K | 0.1% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 11,610 | $245K | 0.1% | 2025-Q1 stale |
| WCG Wealth Advisors LLC trimmed | 10,100 | $242K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 9,566 | $233K | 0.1% | 2025-Q2 stale |
| Traynor Capital Management, Inc. trimmed | 9,292 | $218K | 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.