Institutional Holders (2026 Q1)
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 | 0.24% | 29,086 | $1.1M |
| 2 | Berkeley, Inc | 0.22% | 17,662 | $643K |
| 3 | Southland Equity Partners LLC | 0.07% | 10,557 | $384K |
| 4 | Capital Management Corp /Va | 0.06% | 9,450 | $344K |
| 5 | Harbour Investments, INC. | 0.03% | 60,588 | $2.2M |
| 6 | Beacon Financial Group | 0.02% | 6,175 | $232K |
| 7 | Geneos Wealth Management Inc. | 0.02% | 27,173 | $989K |
| 8 | Bernard Wealth Management Corp. | 0.02% | 1,090 | $40K |
| 9 | Millstone Evans Group, LLC | 0.01% | 626 | $23K |
| 10 | BIP Wealth, LLC | 0.01% | 8,626 | $314K |
| 11 | Rothschild Investment LLC | 0.01% | 3,620 | $132K |
| 12 | HighTower Advisors, LLC | 0.01% | 173,269 | $6.3M |
| 13 | Wealthcare Advisory Partners LLC | 0.00% | 6,947 | $253K |
| 14 | Kestra Advisory Services, LLC | 0.00% | 35,467 | $1.3M |
| 15 | Valmark Advisers, Inc. | 0.00% | 9,561 | $348K |
| 16 | Citizens Financial Group Inc/Ri | 0.00% | 5,960 | $217K |
| 17 | Integrated Wealth Concepts LLC | 0.00% | 9,186 | $334K |
| 18 | Sanctuary Advisors, LLC | 0.00% | 12,027 | $438K |
| 19 | International Assets Investment Management, LLC | 0.00% | 681 | $25K |
| 20 | Glen Eagle Advisors, LLC | 0.00% | 325 | $12K |
| 21 | Guardian Wealth Advisors, LLC / Nc | 0.00% | 559 | $20K |
| 22 | Mariner, LLC | 0.00% | 27,457 | $1000K |
| 23 | North Star Investment Management Corp. | 0.00% | 500 | $18K |
| 24 | SBI Securities Co., Ltd. | 0.00% | 972 | $35K |
| 25 | Osaic Holdings, INC. | 0.00% | 11,402 | $415K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|