Institutional Holders (2026 Q2)
17 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EBI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Hill Investment Group Partners, LLC | 41.58% | 6,276,328 | $407.7M |
| 2 | Hill Island Financial LLC | 15.37% | 1,108,928 | $72.0M |
| 3 | BetterWealth, LLC | 6.69% | 582,580 | $37.8M |
| 4 | Trellis Wealth Advisors LLC | 3.73% | 167,405 | $10.9M |
| 5 | Aire Advisors, LLC | 3.52% | 333,006 | $21.6M |
| 6 | New Capital Management LP | 3.16% | 213,409 | $13.9M |
| 7 | TCI Wealth Advisors, Inc. | 0.95% | 336,794 | $21.9M |
| 8 | Mosaic Family Wealth Partners, LLC | 0.30% | 68,568 | $4.5M |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.18% | 187,741 | $12.2M |
| 10 | Chicago Partners Investment Group LLC | 0.15% | 111,311 | $7.3M |
| 11 | Moneta Group Investment Advisors LLC | 0.06% | 126,978 | $8.2M |
| 12 | Gts Securities LLC | 0.04% | 26,551 | $1.7M |
| 13 | Quantinno Capital Management LP | 0.01% | 110,099 | $7.2M |
| 14 | Stifel Financial Corp | 0.00% | 23,161 | $1.5M |
| 15 | HighTower Advisors, LLC | 0.00% | 14,038 | $912K |
| 16 | Mariner, LLC | 0.00% | 9,650 | $627K |
| 17 | Morgan Stanley | 0.00% | 13,989 | $909K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|