Institutional Holders (2026 Q1)
114 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EIM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Robinson Capital Management, LLC | 4.27% | 1,035,238 | $10.2M |
| 2 | Rareview Capital LLC | 1.46% | 256,760 | $2.5M |
| 3 | Cura Wealth Advisors, LLC | 1.11% | 254,149 | $2.5M |
| 4 | Cresta Advisors, Ltd. | 1.02% | 255,415 | $2.5M |
| 5 | Melfa Wealth Management, INC. | 0.96% | 171,927 | $1.7M |
| 6 | Rivernorth Capital Management, LLC | 0.79% | 1,610,948 | $15.7M |
| 7 | Karpus Management, Inc. | 0.70% | 2,296,254 | $22.4M |
| 8 | Garner Asset Management Corp | 0.48% | 126,002 | $1.2M |
| 9 | Hennion & Walsh Asset Management, Inc. | 0.43% | 1,303,983 | $12.7M |
| 10 | Indiana Trust & Investment Management Co | 0.36% | 118,000 | $1.2M |
| 11 | City of London Investment Management Co Ltd | 0.16% | 229,813 | $2.2M |
| 12 | Uniting Wealth Partners, LLC | 0.16% | 76,170 | $744K |
| 13 | IFG Advisory, LLC | 0.13% | 4,720 | $46K |
| 14 | Pflug Koory, LLC | 0.13% | 28,325 | $277K |
| 15 | Advisors Asset Management, Inc. | 0.12% | 749,174 | $7.3M |
| 16 | Petra Financial Advisors Inc | 0.10% | 17,000 | $166K |
| 17 | Pathfinder Wealth Consulting, Inc. | 0.10% | 16,174 | $158K |
| 18 | Guggenheim Capital LLC | 0.09% | 1,144,456 | $11.2M |
| 19 | Camelot Portfolios, LLC | 0.09% | 11,800 | $115K |
| 20 | Mountain Hill Investment Partners Corp. | 0.08% | 13,000 | $127K |
| 21 | Jfs Wealth Advisors, LLC | 0.08% | 137,434 | $1.3M |
| 22 | PFS Partners, LLC | 0.07% | 15,728 | $154K |
| 23 | Fortitude Advisory Group L.L.C. | 0.06% | 12,725 | $124K |
| 24 | Islay Capital Management, LLC | 0.05% | 10,000 | $98K |
| 25 | Noble Wealth Management PBC | 0.05% | 9,946 | $97K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|