Institutional Holders (2026 Q2)
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 | 4.58% | 1,041,484 | $10.4M |
| 2 | Rareview Capital LLC | 2.12% | 392,059 | $3.8M |
| 3 | Cresta Advisors, Ltd. | 1.20% | 335,415 | $3.3M |
| 4 | Cura Wealth Advisors, LLC | 1.08% | 254,149 | $2.5M |
| 5 | Melfa Wealth Management, INC. | 0.87% | 162,779 | $1.6M |
| 6 | Rivernorth Capital Management, LLC | 0.72% | 1,512,949 | $15.1M |
| 7 | Smh Capital Advisors Inc | 0.52% | 13,213 | $132K |
| 8 | Karpus Management, Inc. | 0.48% | 1,660,000 | $16.5M |
| 9 | Garner Asset Management Corp | 0.43% | 132,553 | $1.3M |
| 10 | Indiana Trust & Investment Management Co | 0.32% | 118,000 | $1.2M |
| 11 | Hennion & Walsh Asset Management, Inc. | 0.31% | 1,092,926 | $10.9M |
| 12 | Uniting Wealth Partners, LLC | 0.15% | 76,223 | $759K |
| 13 | City of London Investment Management Co Ltd | 0.14% | 229,813 | $2.3M |
| 14 | Advisors Asset Management, Inc. | 0.13% | 833,716 | $8.3M |
| 15 | Pflug Koory, LLC | 0.11% | 27,525 | $274K |
| 16 | Pathfinder Wealth Consulting, Inc. | 0.10% | 16,174 | $158K |
| 17 | Fortitude Advisory Group L.L.C. | 0.09% | 23,655 | $236K |
| 18 | Camelot Portfolios, LLC | 0.08% | 11,505 | $115K |
| 19 | Petra Financial Advisors Inc | 0.08% | 17,000 | $169K |
| 20 | Mountain Hill Investment Partners Corp. | 0.07% | 13,000 | $129K |
| 21 | Thomas J. Herzfeld Advisors, Inc. | 0.07% | 23,905 | $238K |
| 22 | Jfs Wealth Advisors, LLC | 0.07% | 137,572 | $1.4M |
| 23 | Guggenheim Capital LLC | 0.06% | 1,031,893 | $10.3M |
| 24 | PFS Partners, LLC | 0.06% | 15,972 | $159K |
| 25 | Wealth Alliance Advisory Group, LLC | 0.06% | 42,851 | $427K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|