Institutional Holders (2026 Q2)
41 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EUDG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Old Port Advisors | 0.22% | 28,911 | $1.1M |
| 2 | Berkeley, Inc | 0.22% | 17,662 | $687K |
| 3 | Southland Equity Partners LLC | 0.07% | 10,537 | $410K |
| 4 | Capital Management Corp /Va | 0.06% | 9,450 | $367K |
| 5 | Harbour Investments, INC. | 0.03% | 63,449 | $2.5M |
| 6 | Beacon Financial Group | 0.02% | 6,179 | $240K |
| 7 | Geneos Wealth Management Inc. | 0.02% | 25,245 | $981K |
| 8 | Bernard Wealth Management Corp. | 0.02% | 1,090 | $42K |
| 9 | Millstone Evans Group, LLC | 0.01% | 626 | $24K |
| 10 | BIP Wealth, LLC | 0.01% | 8,747 | $340K |
| 11 | HighTower Advisors, LLC | 0.01% | 182,917 | $7.1M |
| 12 | Rothschild Investment LLC | 0.01% | 3,703 | $144K |
| 13 | Wealthcare Advisory Partners LLC | 0.01% | 6,947 | $270K |
| 14 | Kestra Advisory Services, LLC | 0.00% | 35,989 | $1.4M |
| 15 | Valmark Advisers, Inc. | 0.00% | 9,561 | $372K |
| 16 | Citizens Financial Group Inc/Ri | 0.00% | 5,960 | $232K |
| 17 | SBI Securities Co., Ltd. | 0.00% | 2,857 | $111K |
| 18 | Sanctuary Advisors, LLC | 0.00% | 12,072 | $469K |
| 19 | Integrated Wealth Concepts LLC | 0.00% | 9,184 | $357K |
| 20 | Glen Eagle Advisors, LLC | 0.00% | 325 | $13K |
| 21 | International Assets Investment Management, LLC | 0.00% | 681 | $26K |
| 22 | North Star Investment Management Corp. | 0.00% | 500 | $19K |
| 23 | Osaic Holdings, INC. | 0.00% | 8,712 | $339K |
| 24 | Cetera Investment Advisers | 0.00% | 10,937 | $425K |
| 25 | TD Waterhouse Canada Inc. | 0.00% | 2,835 | $109K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|