Institutional Holders (2026 Q2)
29 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EASG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Veridan Wealth LLC | 0.09% | 6,571 | $252K |
| 2 | Aries Wealth Management | 0.07% | 9,185 | $352K |
| 3 | Cantor Fitzgerald Investment Advisors L.P. | 0.03% | 12,315 | $472K |
| 4 | Princeton Global Asset Management LLC | 0.03% | 5,296 | $203K |
| 5 | Sheets Smith Wealth Management | 0.02% | 5,508 | $211K |
| 6 | Prime Capital Investment Advisors, LLC | 0.01% | 30,711 | $1.2M |
| 7 | Daiwa Securities Group Inc. | 0.00% | 51,950 | $2.0M |
| 8 | Wealth Enhancement Trust Services, Inc. | 0.00% | 825 | $29K |
| 9 | Orion Porfolio Solutions, LLC | 0.00% | 5,259 | $202K |
| 10 | Wealth Enhancement Advisory Services, LLC | 0.00% | 10,282 | $395K |
| 11 | Osaic Holdings, INC. | 0.00% | 12,731 | $488K |
| 12 | Bank of America Corp /de/ | 0.00% | 160,989 | $6.2M |
| 13 | LPL Financial LLC | 0.00% | 22,102 | $848K |
| 14 | Citadel Advisors LLC | 0.00% | 41,221 | $1.6M |
| 15 | Envestnet Asset Management Inc | 0.00% | 19,468 | $747K |
| 16 | Farther Finance Advisors, LLC | 0.00% | 300 | $12K |
| 17 | Susquehanna International Group, LLP | 0.00% | 13,753 | $527K |
| 18 | Jane Street Group, LLC | 0.00% | 6,329 | $243K |
| 19 | Wells Fargo & Company/Mn | 0.00% | 2,615 | $100K |
| 20 | Mercer Global Advisors Inc /Adv | 0.00% | 209 | $8K |
| 21 | Assetmark, Inc | 0.00% | 71 | $3K |
| 22 | UBS Group AG | 0.00% | 442 | $17K |
| 23 | Fmr LLC | 0.00% | 550 | $21K |
| 24 | Morgan Stanley | 0.00% | 1 | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|