% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for EDD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | EVERGREEN CAPITAL MANAGEMENT LLC | 3,460,4473.5M | $18M | — | — |
| 2 | Pathstone Holdings, LLC | 2,768,9122.8M | $14M | — | ADD 24% |
| 3 | MORGAN STANLEY | 2,683,3952.7M | $14M | — | TRIM -13% |
| 4 | Beacon Pointe Advisors, LLC | 2,245,4802.2M | $11M | — | ADD 3% |
| 5 | WELLS FARGO & COMPANY/MN | 1,857,3571.9M | $9M | — | ADD 30% |
| 6 | BANK OF AMERICA CORP /DE/ | 1,805,1611.8M | $9M | — | — |
| 7 | Invesco Ltd. | 1,120,9001.1M | $6M | — | TRIM -7% |
| 8 | Rareview Capital LLC | 958,773958,773 | $5M | — | ADD 34% |
| 9 | RAYMOND JAMES FINANCIAL INC | 747,465747,465 | $4M | — | ADD 9% |
| 10 | Fiera Capital Corp | 487,989487,989 | $2M | — | TRIM -5% |
| 11 | Rockefeller Capital Management L.P. | 469,594469,594 | $2M | — | — |
| 12 | PenderFund Capital Management Ltd. | 400,000400,000 | $2M | — | NEW |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 380,237380,237 | $2M | — | NEW |
| 14 | LPL Financial LLC | 256,641256,641 | $1M | — | ADD 11% |
| 15 | HighTower Advisors, LLC | 250,455250,455 | $1M | — | ADD 7% |
| 16 | UBS Group AG | 233,452233,452 | $1M | — | ADD 11% |
| 17 | Private Advisor Group, LLC | 226,549226,549 | $1M | — | — |
| 18 | Alexander Randolph Advisory, Inc. | 199,393199,393 | $1M | — | TRIM -83% |
| 19 | Cetera Investment Advisers | 198,035198,035 | $1M | — | ADD 8% |
| 20 | &PARTNERS | 196,236196,236 | $994,917 | — | — |
| 21 | ROYAL BANK OF CANADA | 189,142189,142 | $959,000 | — | ADD 4% |
| 22 | WOLVERINE ASSET MANAGEMENT LLC | 144,744144,744 | $733,852 | — | ADD 207% |
| 23 | Bramshill Investments, LLC | 140,159140,159 | $710,606 | — | — |
| 24 | Thomas J. Herzfeld Advisors, Inc. | 136,584136,584 | $692,481 | — | ADD 11426% |
| 25 | Kaizen Financial Strategies | 121,694121,694 | $687,574 | — | ADD 5% |
| 26 | Logan Stone Capital, LLC | 134,012134,012 | $679,441 | — | NEW |
| 27 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 93,81593,815 | $475,642 | — | ADD 44% |
| 28 | KESTRA PRIVATE WEALTH SERVICES, LLC | 87,56887,568 | $443,969 | — | ADD 4% |
| 29 | GUGGENHEIM CAPITAL LLC | 79,64279,642 | $403,785 | — | ADD 79% |
| 30 | XTX Topco Ltd | 66,01966,019 | $334,716 | — | NEW |
| 31 | Ancora Advisors LLC | 65,25465,254 | $330,838 | — | ADD 85% |
| 32 | New England Private Wealth Advisors LLC | 60,28760,287 | $305,654 | — | ADD 2% |
| 33 | Moors & Cabot, Inc. | 59,80759,807 | $303,221 | — | TRIM -23% |
| 34 | Capital Investment Advisors, LLC | 52,46752,467 | $266,006 | — | ADD 17% |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52,06452,064 | $263,964 | — | TRIM -34% |
| 36 | Virtu Financial LLC | 50,92850,928 | $258,000 | — | NEW |
| 37 | Burford Brothers, Inc. | 48,86048,860 | $247,720 | — | NEW |
| 38 | Closed-End Fund Advisors, Inc. | 47,41247,412 | $240,379 | — | — |
| 39 | E&G Advisors, LP | 44,75044,750 | $226,883 | — | ADD 2% |
| 40 | Corient Private Wealth LLC | 40,92040,920 | $207,466 | — | TRIM -49% |
| 41 | NWAM LLC | 40,71340,713 | $206,415 | — | ADD 40% |
| 42 | Pekin Hardy Strauss, Inc. | 38,11538,115 | $193,243 | — | — |
| 43 | UHLMANN PRICE SECURITIES, LLC | 34,22834,228 | $173,536 | — | — |
| 44 | JANE STREET GROUP, LLC | 33,97533,975 | $172,253 | — | TRIM -70% |
| 45 | FIFTH THIRD BANCORP | 29,49929,499 | $149,562 | — | NEW |
| 46 | Cambridge Investment Research Advisors, Inc. | 25,38525,385 | $129,000 | — | NEW |
| 47 | NOMURA HOLDINGS INC | 25,00025,000 | $126,750 | — | NEW |
| 48 | CHOREO, LLC | 24,23724,237 | $124,860 | — | ADD 81% |
| 49 | PFG Investments, LLC | 22,00022,000 | $111,540 | — | — |
| 50 | Hamrick Investment Counsel, llc | 21,20021,200 | $110,452 | — | NEW |
| 51 | Papamarkou Wellner Asset Management inc. | 21,50021,500 | $109,005 | — | — |
| 52 | McGowan Group Asset Management, Inc. | 19,97919,979 | $101,296 | — | NEW |
| 53 | US BANCORP \DE\ | 18,02318,023 | $91,377 | — | ADD 24% |
| 54 | Stratos Wealth Partners, LTD. | 18,01918,019 | $91,358 | — | TRIM -41% |
| 55 | OSAIC HOLDINGS, INC. | 17,98017,980 | $91,168 | — | ADD 22% |
| 56 | COLDSTREAM CAPITAL MANAGEMENT INC | 16,21416,214 | $82,206 | — | NEW |
| 57 | HARBOR ADVISORY CORP /MA/ | 15,00015,000 | $76,050 | — | NEW |
| 58 | GOLDMAN SACHS GROUP INC | 11,44111,441 | $58,006 | — | NEW |
| 59 | Ignite Planners, LLC | 10,50810,508 | $53,276 | — | TRIM -18% |
| 60 | JTC Employer Solutions Trustee Ltd | 10,14810,148 | $52,000 | — | — |
| 61 | OPINICUS CAPITAL, INC. | 10,05310,053 | $50,967 | — | NEW |
| 62 | Joel Isaacson & Co., LLC | 10,00010,000 | $50,700 | — | — |
| 63 | JPMORGAN CHASE & CO | 4,1004,100 | $20,828 | — | — |
| 64 | NewEdge Advisors, LLC | 17,54217,542 | $17,542 | — | TRIM -35% |
| 65 | Noble Wealth Management PBC | 2,5002,500 | $12,675 | — | — |
| 66 | Steward Partners Investment Advisory, LLC | 2,2702,270 | $11,509 | — | — |
| 67 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,2602,260 | $11,458 | — | ADD 13% |
| 68 | Pinnacle Wealth Planning Services, Inc. | 1,9291,929 | $9,780 | — | TRIM -47% |
| 69 | Tower Research Capital LLC (TRC) | 1,5041,504 | $7,625 | — | NEW |
| 70 | N.E.W. Advisory Services LLC | 1,0001,000 | $5,070 | — | NEW |
| 71 | WPG Advisers, LLC | 864864 | $4,380 | — | TRIM -42% |
| 72 | HARBOUR INVESTMENTS, INC. | 815815 | $4,136 | — | NEW |
| 73 | Atlantic Union Bankshares Corp | 700700 | $3,549 | — | — |
| 74 | WHITTIER TRUST CO OF NEVADA INC | 501501 | $2,615 | — | NEW |
| 75 | HIGHLINE WEALTH PARTNERS LLC | 379379 | $1,922 | — | NEW |
| 76 | BlackRock, Inc. | 313313 | $1,587 | — | NEW |
| 77 | Root Financial Partners, LLC | 232232 | $1,176 | — | NEW |
| 78 | WHITTIER TRUST CO | 3232 | $167 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC | 3.6M | 3.6M | 3.3M | 3.4M | 3.4M | 3.5M | $18M |
| Pathstone Holdings, LLC | 4.8M | 5.0M | 4.5M | 3.7M | 2.2M | 2.8M | $14M |
| MORGAN STANLEY | 1.5M | 2.0M | 2.2M | 2.9M | 3.1M | 2.7M | $14M |
| Beacon Pointe Advisors, LLC | — | — | — | 2.1M | 2.2M | 2.2M | $11M |
| WELLS FARGO & COMPANY/MN | 1.6M | 1.6M | 1.6M | 1.6M | 1.4M | 1.9M | $9M |
| BANK OF AMERICA CORP /DE/ | 1.6M | 1.8M | 1.8M | 1.8M | 1.8M | 1.8M | $9M |
| Invesco Ltd. | 1.1M | 1.0M | 1.1M | 1.2M | 1.2M | 1.1M | $6M |
| Rareview Capital LLC | 683K | 685K | 621K | 647K | 716K | 959K | $5M |
| RAYMOND JAMES FINANCIAL INC | 485K | 453K | 510K | 696K | 686K | 747K | $4M |
| Fiera Capital Corp | 411K | 411K | 403K | 417K | 514K | 488K | $2M |
| Rockefeller Capital Management L.P. | 468K | 468K | 936K | 468K | 469K | 470K | $2M |
| PenderFund Capital Management Ltd. | 14K | 123K | 120K | 106K | — | 400K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 380K | $2M |
| LPL Financial LLC | 141K | 129K | 142K | 162K | 232K | 257K | $1M |
| HighTower Advisors, LLC | 279K | 266K | 267K | 269K | 235K | 250K | $1M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Pathstone Holdings, LLC | +533,290 | $3M | ADD |
| WELLS FARGO & COMPANY/MN | +431,273 | $2M | ADD |
| PenderFund Capital Management Ltd. | +400,000 | $2M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +380,237 | $2M | OPEN |
| Rareview Capital LLC | +242,712 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Alexander Randolph Advisory, Inc. | −948,507 | $5M | TRIM |
| MORGAN STANLEY | −385,545 | $2M | TRIM |
| Invesco Ltd. | −85,418 | $433,069 | TRIM |
| MILLENNIUM MANAGEMENT LLC | −80,480 | $408,034 | CLOSE |
| JANE STREET GROUP, LLC | −78,717 | $399,095 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 78 | 23,172,757 | — | $118M |
| 2025-Q4 | 69 | 22,046,940 | — | $120M |
| 2025-Q3 | 63 | 23,677,985 | — | $128M |
| 2025-Q2 | 59 | 23,965,859 | — | $123M |
| 2025-Q1 | 61 | 23,651,803 | — | $112M |
| 2024-Q4 | 64 | 24,415,158 | — | $112M |
| 2024-Q3 | 60 | 24,302,045 | — | $123M |
| 2024-Q2 | 60 | 25,769,801 | — | $119M |
| 2024-Q1 | 61 | 28,346,126 | — | $136M |
| 2023-Q4 | 65 | 27,660,443 | — | $131M |
| 2023-Q3 | 62 | 23,966,505 | — | $104M |
| 2023-Q2 | 59 | 22,693,127 | — | $108M |
| 2023-Q1 | 64 | 23,487,093 | — | $107M |
| 2022-Q4 | 64 | 24,603,463 | — | $109M |
| 2022-Q3 | 58 | 24,145,732 | — | $97M |
| 2022-Q2 | 60 | 23,571,548 | — | $106M |
| 2022-Q1 | 66 | 22,036,331 | — | $110M |
| 2021-Q4 | 69 | 20,374,435 | — | $112M |
| 2021-Q3 | 59 | 17,693,413 | — | $104M |
| 2021-Q2 | 60 | 18,066,532 | — | $111M |
| 2021-Q1 | 56 | 19,739,545 | — | $119M |
| 2020-Q4 | 59 | 15,712,436 | — | $99M |
| 2020-Q3 | 47 | 14,348,967 | — | $80M |
| 2020-Q2 | 49 | 14,722,731 | — | $83M |
| 2020-Q1 | 49 | 14,422,716 | — | $75M |
| 2019-Q4 | 45 | 11,199,183 | — | $78M |
| 2019-Q3 | 46 | 11,906,920 | — | $79M |
| 2019-Q2 | 47 | 11,237,489 | — | $78M |
| 2019-Q1 | 50 | 12,529,869 | — | $74M |
| 2018-Q4 | 60 | 17,189,903 | — | $104M |
| 2018-Q3 | 51 | 15,927,084 | — | $109M |
| 2018-Q2 | 66 | 16,012,278 | — | $109M |
| 2018-Q1 | 71 | 17,031,715 | — | $131M |
| 2017-Q4 | 73 | 16,667,038 | — | $128M |
| 2017-Q3 | 60 | 15,960,592 | — | $126M |
| 2017-Q2 | 59 | 16,243,279 | — | $127M |
| 2017-Q1 | 67 | 17,109,107 | — | $128M |
| 2016-Q4 | 63 | 17,422,416 | — | $123M |
| 2016-Q3 | 57 | 16,389,614 | — | $130M |
| 2016-Q2 | 59 | 16,515,038 | — | $125M |
| 2016-Q1 | 66 | 17,467,246 | — | $132M |
| 2015-Q4 | 68 | 17,502,993 | — | $118M |
| 2015-Q3 | 62 | 17,283,513 | — | $119M |
| 2015-Q2 | 66 | 19,186,124 | — | $166M |
| 2015-Q1 | 69 | 19,799,180 | — | $234M |
| 2014-Q4 | 73 | 20,329,747 | — | $257M |
| 2014-Q3 | 65 | 16,532,990 | — | $237M |
| 2014-Q2 | 70 | 15,731,888 | — | $210M |
| 2014-Q1 | 71 | 15,379,589 | — | $203M |
| 2013-Q4 | 76 | 15,374,317 | — | $200M |
| 2013-Q3 | 65 | 10,729,319 | — | $151M |
| 2013-Q2 | 61 | 10,949,585 | — | $158M |
| 2013-Q1 | 3 | 853,529 | — | $14M |
