Who owns EYLD
Which tracked institutional funds hold EYLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EYLD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
The tracked-fund tape on EYLD is one-sided between 2025-Q4 and 2026-Q1: 36 added or opened and 10 trimmed or exited — on balance accumulating.
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
EYLD’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 0.1% 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 EYLD 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 104 tracked filers holding EYLD, 62 increased or opened the position and 42 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 EYLD 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.
New buyers 5
- LexAurum Advisors, LLC$3M
- Western Wealth Management, LLC$2M
- MATHER GROUP, LLC.$2M
- PRINCIPAL SECURITIES, INC.$1M
- Cauble & Harre Wealth Management, Inc.$658K
Full exits 4
- NewEdge Advisors, LLC$44M
- Whalen Wealth Management Inc.$1M
- CoreFirst Bank & Trust$873K
- OLD MISSION CAPITAL LLC$604K
Largest adds
- BANK OF AMERICA CORP /DE/$7M
- Integrated Wealth Concepts LLC$5M
- RAYMOND JAMES FINANCIAL INC$4M
- Sepio Capital, LP$4M
- Cambria Investment Management, L.P.$3M
- Cambridge Investment Research Advisors, Inc.$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$125M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- CSS LLC/IL$854K
- Accurate Wealth Management, LLC$703K
- Caliber Wealth Management, LLC / KS$340K
- WELLS FARGO & COMPANY/MN$295K
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC trimmed | 1,204,327 | $50M | 8.7% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 1,054,409 | $44M | 7.6% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 867,403 | $36M | 6.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 711,440 | $29M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 661,576 | $27M | 4.8% | 2026-Q1 |
| Cetera Investment Advisers added | 438,090 | $18M | 3.2% | 2026-Q1 |
| Sepio Capital, LP added | 435,785 | $18M | 3.1% | 2026-Q1 |
| ALM First Financial Advisors, LLC | 393,249 | $15M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 331,017 | $14M | 2.4% | 2026-Q1 |
| Empowered Funds, LLC added | 324,512 | $13M | 2.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 314,051 | $13M | 2.3% | 2026-Q1 |
| VestGen Advisors, LLC added | 281,197 | $13M | 2.2% | 2026-Q1 |
| TriaGen Wealth Management LLC added | 287,006 | $12M | 2.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 285,326 | $12M | 2.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | 227,135 | $9M | 1.6% | 2026-Q1 |
| Professional Financial Management, Inc. trimmed | 210,270 | $9M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 184,292 | $8M | 1.3% | 2026-Q1 |
| Warren Street Wealth Advisors, LLC trimmed | 178,367 | $7M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 161,560 | $7M | 1.2% | 2026-Q1 |
| Welch Financial Planning, LLC added | 161,387 | $7M | 1.2% | 2026-Q1 |
| Opus Capital Group, LLC added | 147,079 | $6M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 140,637 | $6M | 1.0% | 2026-Q1 |
| Sound Portfolio Advisors, LLC trimmed | 140,527 | $6M | 1.0% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 135,360 | $6M | 1.0% | 2026-Q1 |
| Westview Management dba Westview Investment Advisors trimmed | 129,723 | $5M | 0.9% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 122,585 | $5M | 0.9% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 116,038 | $5M | 0.8% | 2026-Q1 |
| United Advisor Group, LLC added | 111,115 | $5M | 0.8% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 102,089 | $4M | 0.7% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 74,049 | $3M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 74,026 | $3M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 70,306 | $3M | 0.5% | 2026-Q1 |
| LexAurum Advisors, LLC added | 65,682 | $3M | 0.5% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 64,229 | $3M | 0.5% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 59,186 | $2M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 59,219 | $2M | 0.4% | 2026-Q1 |
| Kesler, Norman & Wride, LLC added | 54,729 | $2M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 54,024 | $2M | 0.4% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 48,365 | $2M | 0.3% | 2026-Q1 |
| UBS Group AG added | 43,132 | $2M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 42,812 | $2M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 42,310 | $2M | 0.3% | 2026-Q1 |
| Measured Wealth Private Client Group, LLC trimmed | 41,953 | $2M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 39,198 | $2M | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 38,717 | $2M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. new | 38,642 | $2M | 0.3% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 36,832 | $2M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 35,445 | $1M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 32,298 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 32,033 | $1M | 0.2% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 29,534 | $1M | 0.2% | 2026-Q1 |
| Accurate Wealth Management, LLC trimmed | 25,862 | $1M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 25,285 | $1M | 0.2% | 2026-Q1 |
| Compound Planning, Inc. added | 24,752 | $1M | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 22,388 | $927K | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. added | 22,382 | $927K | 0.2% | 2026-Q1 |
| Formidable Asset Management, LLC added | 22,758 | $872K | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 20,776 | $860K | 0.1% | 2026-Q1 |
| Optivise Advisory Services LLC added | 18,710 | $775K | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 16,594 | $687K | 0.1% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS trimmed | 16,536 | $685K | 0.1% | 2026-Q1 |
| Cauble & Harre Wealth Management, Inc. new | 14,494 | $658K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 14,616 | $605K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 14,368 | $595K | 0.1% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 14,054 | $582K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 11,961 | $495K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 11,940 | $494K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 11,697 | $484K | 0.1% | 2026-Q1 |
| CSS LLC/IL trimmed | 10,728 | $444K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 9,474 | $392K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 9,226 | $382K | 0.1% | 2026-Q1 |
| MBL Wealth, LLC trimmed | 8,284 | $343K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 7,571 | $314K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 6,754 | $280K | 0.0% | 2026-Q1 |
| Mutual Advisors, LLC added | 6,563 | $272K | 0.0% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 6,415 | $266K | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP new | 6,379 | $264K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,137,292 | $44M | 7.6% | 2025-Q4 stale |
| Smith Anglin Financial, LLC trimmed | 1,171,057 | $42M | 7.4% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC added | 161,306 | $5M | 0.9% | 2025-Q1 stale |
| GTS SECURITIES LLC added | 53,551 | $2M | 0.3% | 2025-Q3 stale |
| Intellus Advisors LLC added | 55,500 | $2M | 0.3% | 2025-Q1 stale |
| NAPA WEALTH MANAGEMENT trimmed | 41,315 | $2M | 0.3% | 2025-Q3 stale |
| Oregon Pacific Wealth Management, LLC trimmed | 36,961 | $1M | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 36,486 | $1M | 0.2% | 2025-Q2 stale |
| Whalen Wealth Management Inc. trimmed | 33,381 | $1M | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 33,467 | $1M | 0.2% | 2025-Q1 stale |
| CoreFirst Bank & Trust added | 22,788 | $873K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 17,568 | $654K | 0.1% | 2025-Q3 stale |
| OLD MISSION CAPITAL LLC trimmed | 15,749 | $604K | 0.1% | 2025-Q4 stale |
| Pinnacle Financial Partners Inc | 14,007 | $521K | 0.1% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC new | 10,903 | $394K | 0.1% | 2025-Q2 stale |
| GW HENSSLER & ASSOCIATES LTD trimmed | 9,679 | $371K | 0.1% | 2025-Q4 stale |
| Clarity Capital Partners LLC added | 10,050 | $363K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 9,356 | $338K | 0.1% | 2025-Q2 stale |
| Foundations Investment Advisors, LLC added | 10,368 | $329K | 0.1% | 2025-Q1 stale |
| Summit Financial, LLC added | 8,539 | $327K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 10,233 | $324K | 0.1% | 2025-Q1 stale |
| Lionsbridge Wealth Management LLC trimmed | 9,667 | $307K | 0.1% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 7,066 | $271K | 0.0% | 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.