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-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
39 tracked funds added or opened EYLD while 14 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
EYLD’s largest tracked holder by dollar value, ALM First Financial Advisors, LLC, sizes it at 7.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.5pp 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 2026-Q1 and 2026-Q2, across 102 tracked filers holding EYLD, 65 increased or opened the position and 43 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 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 6
- NewEdge Advisors, LLC$24M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$3M
- Vise Technologies, Inc.$2M
- OLD MISSION CAPITAL LLC$1M
- Ausdal Financial Partners, Inc.$541K
Full exits 8
- HighTower Advisors, LLC$50M
- FOSTER & MOTLEY INC$44M
- Opus Capital Group, LLC$6M
- Cambridge Investment Research Advisors, Inc.$3M
- Sunbelt Securities, Inc.$2M
- Betterment LLC$927K
Largest adds
- ALM First Financial Advisors, LLC$30M
- UBS Group AG$18M
- BANK OF AMERICA CORP /DE/$6M
- Cambria Investment Management, L.P.$6M
- Sepio Capital, LP$4M
- RAYMOND JAMES FINANCIAL INC$4M
Largest trims
- OSAIC HOLDINGS, INC.$3M
- Professional Financial Management, Inc.$2M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$1M
- Accurate Wealth Management, LLC$660K
- Formidable Asset Management, LLC$522K
- Sound Portfolio Advisors, LLC$280K
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 |
|---|---|---|---|---|
| ALM First Financial Advisors, LLC added | 983,500 | $45M | 9.2% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 914,158 | $42M | 8.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 743,579 | $34M | 7.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 730,907 | $33M | 6.9% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 537,367 | $24M | 5.0% | 2026-Q2 |
| Sepio Capital, LP added | 486,941 | $22M | 4.6% | 2026-Q2 |
| UBS Group AG added | 442,277 | $20M | 4.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 437,684 | $20M | 4.1% | 2026-Q2 |
| Empowered Funds, LLC added | 330,870 | $15M | 3.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 325,083 | $15M | 3.0% | 2026-Q2 |
| VestGen Advisors, LLC added | 317,091 | $14M | 3.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 313,412 | $14M | 2.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 294,122 | $13M | 2.8% | 2026-Q2 |
| TriaGen Wealth Management LLC added | 291,869 | $13M | 2.7% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD | 227,135 | $10M | 2.1% | 2026-Q2 |
| Warren Street Wealth Advisors, LLC added | 181,142 | $8M | 1.7% | 2026-Q2 |
| Welch Financial Planning, LLC added | 161,416 | $7M | 1.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 157,629 | $7M | 1.5% | 2026-Q2 |
| Professional Financial Management, Inc. trimmed | 149,520 | $7M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 148,414 | $7M | 1.4% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors added | 131,563 | $6M | 1.2% | 2026-Q2 |
| Sound Portfolio Advisors, LLC trimmed | 121,981 | $6M | 1.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 120,466 | $5M | 1.1% | 2026-Q2 |
| United Advisor Group, LLC added | 118,042 | $5M | 1.1% | 2026-Q2 |
| Ignite Planners, LLC added | 117,617 | $5M | 1.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 104,849 | $5M | 1.0% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 91,934 | $4M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 91,586 | $4M | 0.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 78,984 | $4M | 0.7% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 72,989 | $3M | 0.7% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC new | 72,235 | $3M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 70,719 | $3M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 67,878 | $3M | 0.6% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 67,713 | $3M | 0.6% | 2026-Q2 |
| LexAurum Advisors, LLC added | 66,986 | $3M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 64,441 | $3M | 0.6% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 58,459 | $3M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,996 | $3M | 0.5% | 2026-Q2 |
| Kesler, Norman & Wride, LLC added | 57,892 | $3M | 0.5% | 2026-Q2 |
| DAVENPORT & Co LLC added | 47,877 | $2M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 44,153 | $2M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. new | 40,415 | $2M | 0.4% | 2026-Q2 |
| Western Wealth Management, LLC added | 39,789 | $2M | 0.4% | 2026-Q2 |
| Measured Wealth Private Client Group, LLC trimmed | 39,536 | $2M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 39,122 | $2M | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. added | 36,717 | $2M | 0.3% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 36,424 | $2M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 35,425 | $2M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 33,383 | $2M | 0.3% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 29,355 | $1M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 28,212 | $1M | 0.3% | 2026-Q2 |
| Compound Planning, Inc. added | 27,047 | $1M | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. added | 26,080 | $1M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 25,756 | $1M | 0.2% | 2026-Q2 |
| CoreFirst Bank & Trust added | 22,913 | $1M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 20,818 | $945K | 0.2% | 2026-Q2 |
| Stratos Investment Management, LLC added | 16,618 | $755K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 14,838 | $674K | 0.1% | 2026-Q2 |
| Cauble & Harre Wealth Management, Inc. added | 14,544 | $660K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 14,129 | $642K | 0.1% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS trimmed | 13,801 | $627K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 13,129 | $596K | 0.1% | 2026-Q2 |
| Optivise Advisory Services LLC trimmed | 12,374 | $562K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 12,277 | $557K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 11,919 | $541K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 11,910 | $541K | 0.1% | 2026-Q2 |
| CSS LLC/IL | 10,728 | $487K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC new | 10,400 | $472K | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 10,152 | $477K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 9,893 | $449K | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC trimmed | 8,471 | $351K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 8,106 | $368K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 7,088 | $322K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 7,030 | $319K | 0.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 6,036 | $274K | 0.1% | 2026-Q2 |
| Strive Financial Group ,LLC trimmed | 5,894 | $268K | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. | 5,621 | $255K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 5,476 | $249K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 5,443 | $247K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 5,326 | $242K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 4,996 | $227K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 4,634 | $210K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,789 | $172K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,180 | $144K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,075 | $140K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 2,371 | $108K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,721 | $78K | 0.0% | 2026-Q2 |
| Aspect Partners, LLC | 1,717 | $78K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,508 | $68K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,501 | $68K | 0.0% | 2026-Q2 |
| SHP Wealth Management trimmed | 893 | $41K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 553 | $25K | 0.0% | 2026-Q2 |
| Independence Bank of Kentucky trimmed | 550 | $25K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 323 | $15K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 251 | $11K | 0.0% | 2026-Q2 |
| Essential Partners LLC | 141 | $6K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 119 | $5K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 100 | $5K | 0.0% | 2026-Q2 |
| Key Financial Inc new | 45 | $2K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 17 | $772 | 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.