Institutional Holders (2026 Q1)
76 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EDD. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Rareview Capital LLC | 2.88% | 958,773 | $4.9M |
| 2 | Alexander Randolph Advisory, Inc. | 0.87% | 199,393 | $1.0M |
| 3 | Evergreen Capital Management LLC | 0.39% | 3,460,447 | $18.0M |
| 4 | PenderFund Capital Management Ltd. | 0.32% | 400,000 | $2.0M |
| 5 | Kaizen Financial Strategies | 0.29% | 121,694 | $688K |
| 6 | Closed-End Fund Advisors, Inc. | 0.24% | 47,412 | $240K |
| 7 | Thomas J. Herzfeld Advisors, Inc. | 0.24% | 136,584 | $692K |
| 8 | Logan Stone Capital, LLC | 0.19% | 134,012 | $679K |
| 9 | Burford Brothers, Inc. | 0.10% | 48,860 | $248K |
| 10 | Papamarkou Wellner Asset Management inc. | 0.07% | 21,500 | $109K |
| 11 | Bramshill Investments, LLC | 0.06% | 140,159 | $711K |
| 12 | Beacon Pointe Advisors, LLC | 0.06% | 2,245,480 | $11.4M |
| 13 | Pathstone Holdings, LLC | 0.06% | 2,768,912 | $14.0M |
| 14 | E&G Advisors, LP | 0.05% | 44,750 | $227K |
| 15 | Opinicus Capital, INC. | 0.04% | 10,053 | $51K |
| 16 | New England Private Wealth Advisors LLC | 0.04% | 60,287 | $306K |
| 17 | Nations Financial Group Inc, /Ia/ /Adv | 0.02% | 93,815 | $476K |
| 18 | Harbor Advisory Corp /Ma/ | 0.02% | 15,000 | $76K |
| 19 | Pekin Hardy Strauss, Inc. | 0.02% | 38,115 | $193K |
| 20 | Moors & Cabot, Inc. | 0.01% | 59,807 | $303K |
| 21 | McGowan Group Asset Management, Inc. | 0.01% | 19,979 | $101K |
| 22 | Nwam LLC | 0.01% | 40,713 | $206K |
| 23 | Uhlmann Price Securities, LLC | 0.01% | 34,228 | $174K |
| 24 | Fiera Capital Corp | 0.01% | 487,989 | $2.5M |
| 25 | Ignite Planners, LLC | 0.01% | 10,508 | $53K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|