Institutional Holders (2026 Q1)
46 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EHI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | GraniteShares Advisors LLC | 1.63% | 382,573 | $2.3M |
| 2 | Shaker Financial Services, LLC | 0.81% | 393,627 | $2.3M |
| 3 | Robinson Capital Management, LLC | 0.25% | 98,930 | $605K |
| 4 | Total Wealth Planning & Management, Inc. | 0.22% | 51,221 | $302K |
| 5 | Absolute Investment Advisers, LLC | 0.05% | 68,096 | $402K |
| 6 | Quarry LP | 0.04% | 40,231 | $237K |
| 7 | Tactive Advisors, LLC | 0.03% | 17,807 | $105K |
| 8 | Guggenheim Capital LLC | 0.02% | 502,714 | $3.0M |
| 9 | Westmount Partners, LLC | 0.01% | 10,000 | $59K |
| 10 | Integrity Advisory Solutions, LLC | 0.01% | 17,606 | $104K |
| 11 | Eclectic Associates Inc /Adv | 0.01% | 11,913 | $70K |
| 12 | Noble Wealth Management PBC | 0.01% | 3,000 | $18K |
| 13 | Levin Capital Strategies, L.P. | 0.01% | 18,206 | $107K |
| 14 | Ashton Thomas Securities, LLC | 0.01% | 11,000 | $65K |
| 15 | Shufro Rose & Co LLC | 0.01% | 13,458 | $79K |
| 16 | Wolverine Asset Management LLC | 0.00% | 73,079 | $431K |
| 17 | World Investment Advisors | 0.00% | 29,243 | $173K |
| 18 | Osbon Capital Management LLC | 0.00% | 406 | $2K |
| 19 | Highline Wealth Partners LLC | 0.00% | 800 | $5K |
| 20 | Harbour Investments, INC. | 0.00% | 11,980 | $71K |
| 21 | Osaic Holdings, INC. | 0.00% | 116,701 | $689K |
| 22 | Ameriprise Financial Inc | 0.00% | 708,495 | $4.2M |
| 23 | Advisory Services Network, LLC | 0.00% | 11,982 | $71K |
| 24 | Merit Financial Group, LLC | 0.00% | 12,612 | $74K |
| 25 | Larson Financial Group LLC | 0.00% | 1,674 | $10K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|