Institutional Holders (2026 Q1)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ED. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | High Point Wealth Management, LLC | 2.51% | 23,003 | $2.6M |
| 2 | Welch Group, LLC | 2.25% | 529,096 | $59.9M |
| 3 | SECURED RETIREMENT ADVISORS, LLC | 2.12% | 33,161 | $3.8M |
| 4 | Dougherty & Associates, LLC | 2.07% | 19,931 | $2.3M |
| 5 | RD Lewis Holdings, Inc. | 1.86% | 18,691 | $2.1M |
| 6 | Harrington Investments, INC | 1.64% | 27,588 | $3.1M |
| 7 | Cherokee Insurance Co | 1.61% | 37,400 | $4.2M |
| 8 | Coston, McIsaac & Partners | 1.60% | 62,804 | $7.1M |
| 9 | American State Bank (Iowa) | 1.01% | 14,749 | $1.1M |
| 10 | TI-TRUST, INC | 0.98% | 14,608 | $1.7M |
| 11 | Clear Point Advisors Inc. | 0.87% | 9,964 | $1.1M |
| 12 | Meadowbrook Wealth Management, LLC | 0.73% | 4,887 | $553K |
| 13 | Asset Planning,Inc | 0.71% | 8,885 | $1.0M |
| 14 | Vest Financial, LLC | 0.68% | 498,694 | $56.4M |
| 15 | bLong Financial, LLC | 0.67% | 7,775 | $880K |
| 16 | Kagan Cocozza Asset Management | 0.66% | 8,256 | $934K |
| 17 | TECTONIC ADVISORS LLC | 0.64% | 107,216 | $12.1M |
| 18 | BW Gestao de Investimentos Ltda. | 0.61% | 163,042 | $18.5M |
| 19 | SWS Partners | 0.57% | 20,539 | $2.3M |
| 20 | Marshall Financial Group, LLC | 0.54% | 29,650 | $3.4M |
| 21 | VISION FINANCIAL MARKETS LLC | 0.53% | 4,756 | $538K |
| 22 | Apex Wealth Management, LLC | 0.50% | 6,463 | $732K |
| 23 | STEPHEN J. GARRY & ASSOCIATES, LLC | 0.50% | 5,452 | $617K |
| 24 | David J Yvars Group | 0.50% | 7,841 | $887K |
| 25 | Busey Bank | 0.48% | 155,213 | $17.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|