Institutional Holders (2026 Q1)
92 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EAD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Peak Planning Group, LLC | 2.05% | 1,142,766 | $7.4M |
| 2 | Shaker Financial Services, LLC | 1.29% | 567,595 | $3.7M |
| 3 | Luken Investment Analytics, LLC | 0.36% | 143,441 | $929K |
| 4 | Adapt Wealth Advisors, LLC | 0.28% | 120,904 | $783K |
| 5 | Rareview Capital LLC | 0.23% | 55,900 | $395K |
| 6 | Marks Group Wealth Management, Inc | 0.10% | 162,945 | $1.1M |
| 7 | Fingerlakes Wealth Management, Inc. | 0.09% | 21,250 | $138K |
| 8 | Accredited Investor Services, LLC | 0.09% | 21,116 | $137K |
| 9 | Easterly Investment Partners LLC | 0.08% | 158,861 | $1.0M |
| 10 | Logan Stone Capital, LLC | 0.07% | 41,445 | $269K |
| 11 | IFG Advisory, LLC | 0.07% | 4,000 | $26K |
| 12 | Melfa Wealth Management, INC. | 0.07% | 17,923 | $116K |
| 13 | Collaborative Wealth Managment Inc. | 0.05% | 15,440 | $100K |
| 14 | Guggenheim Capital LLC | 0.05% | 898,819 | $5.8M |
| 15 | Pathstone Holdings, LLC | 0.04% | 1,558,061 | $10.1M |
| 16 | Advisors Asset Management, Inc. | 0.03% | 305,177 | $2.0M |
| 17 | Retiremitten Financial LLC | 0.03% | 10,000 | $65K |
| 18 | Rivernorth Capital Management, LLC | 0.03% | 83,030 | $538K |
| 19 | Sowell Financial Services LLC | 0.02% | 103,500 | $671K |
| 20 | VSM Wealth Advisory, LLC | 0.02% | 11,480 | $74K |
| 21 | PFG Investments, LLC | 0.02% | 69,985 | $454K |
| 22 | West Michigan Advisors, LLC | 0.02% | 13,676 | $89K |
| 23 | Principal Securities, INC. | 0.02% | 173,542 | $1.1M |
| 24 | Axiom Investment Management LLC | 0.01% | 2,901 | $19K |
| 25 | WPG Advisers, LLC | 0.01% | 2,814 | $18K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|