EELV

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$28.39

-0.09 (-0.32%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding EELV · 2026-Q1 methodology → sources →

125 holders

% of shares outstanding held

—

Shares held (13F)

12,115,684

Reporting holders

125

Top holders

largest 100 of 125 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	1,206,1341.2M	$34M	—	—
2	PNC FINANCIAL SERVICES GROUP, INC.	1,146,9061.1M	$32M	—	—
3	MORGAN STANLEY	985,965985,965	$28M	—	ADD 5%
4	LPL Financial LLC	924,331924,331	$26M	—	ADD 3%
5	BANK OF AMERICA CORP /DE/	667,394667,394	$19M	—	ADD 11%
6	Purpose Unlimited Inc.	576,176576,176	$16M	—	ADD 70%
7	Bank of New York Mellon Corp	496,733496,733	$14M	—	TRIM -4%
8	WELLS FARGO & COMPANY/MN	396,264396,264	$11M	—	ADD 10%
9	AMERIPRISE FINANCIAL INC	395,544395,544	$11M	—	ADD 83%
10	RAINEY & RANDALL WEALTH ADVISORS INC.	355,431355,431	$10M	—	—
11	FMR LLC	338,239338,239	$9M	—	ADD 5%
12	RHUMBLINE ADVISERS	328,296328,296	$9M	—	—
13	Modern Wealth Management, LLC	293,696293,696	$8M	—	NEW
14	CITIGROUP INC	246,956246,956	$7M	—	—
15	UBS Group AG	226,681226,681	$6M	—	TRIM -9%
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	184,719184,719	$5M	—	ADD 462%
17	Invesco Ltd.	172,389172,389	$5M	—	TRIM -4%
18	OLD MISSION CAPITAL LLC	166,088166,088	$5M	—	TRIM -32%
19	DEUTSCHE BANK AG\	157,430157,430	$4M	—	TRIM -4%
20	Brio Consultants, LLC	147,753147,753	$4M	—	TRIM -4%
21	First Heartland Consultants, Inc.	146,796146,796	$4M	—	ADD 28%
22	Antonelli Financial Advisors, LLC	145,396145,396	$4M	—	ADD 24%
23	RAYMOND JAMES FINANCIAL INC	144,234144,234	$4M	—	ADD 4%
24	Atria Investments, Inc	136,494136,494	$4M	—	ADD 23%
25	Cetera Investment Advisers	126,486126,486	$4M	—	—
26	LWM Advisory Services, LLC	125,658125,658	$4M	—	TRIM -67%
27	BKM Wealth Management, LLC	108,814108,814	$3M	—	ADD 7%
28	JANE STREET GROUP, LLC	104,412104,412	$3M	—	ADD 706%
29	Choice Wealth Advisors LLC	95,21495,214	$3M	—	NEW
30	Fermata Advisors, LLC	76,70276,702	$2M	—	TRIM -9%
31	NATIONAL BANK OF CANADA /FI/	73,77273,772	$2M	—	—
32	LAKE STREET PRIVATE WEALTH, LLC	73,09673,096	$2M	—	ADD 2%
33	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	70,43770,437	$2M	—	ADD 3%
34	Equitable Holdings, Inc.	64,97464,974	$2M	—	TRIM -26%
35	CERTUITY, LLC	56,28656,286	$2M	—	—
36	Ipsen Advisor Group LLC	56,23156,231	$2M	—	—
37	COMMONWEALTH EQUITY SERVICES, LLC	51,76951,769	$1M	—	TRIM -28%
38	Capital Analysts, LLC	49,04549,045	$1M	—	ADD 24%
39	Revisor Wealth Management LLC	46,07146,071	$1M	—	TRIM -6%
40	Thrivent Financial for Lutherans	45,25745,257	$1M	—	—
41	PARK AVENUE SECURITIES LLC	45,27945,279	$1M	—	TRIM -30%
42	Israel Discount Bank of New York	39,87539,875	$1M	—	NEW
43	Navigation Group, LLC	38,07838,078	$1M	—	NEW
44	Manske Wealth Management	37,10937,109	$1M	—	ADD 9%
45	Atlas Legacy Advisors, LLC	31,81531,815	$893,365	—	ADD 8%
46	Lunt Capital Management, Inc.	28,64028,640	$804,211	—	ADD 85%
47	&PARTNERS	27,69127,691	$777,560	—	TRIM -2%
48	RFG Advisory, LLC	27,68127,681	$777,271	—	—
49	Cambridge Investment Research Advisors, Inc.	27,59827,598	$775,000	—	TRIM -4%
50	JONES FINANCIAL COMPANIES LLLP	26,40826,408	$725,692	—	ADD 27%
51	RIVERCHASE WEALTH MANAGEMENT, LLC	24,30324,303	$682,428	—	—
52	OSAIC HOLDINGS, INC.	23,92723,927	$671,945	—	TRIM -22%
53	Colonial River Investments, LLC	23,00823,008	$646,058	—	ADD 4%
54	BALANCED WEALTH GROUP LLC	22,98322,983	$645,373	—	—
55	Mariner, LLC	21,98621,986	$617,363	—	—
56	Rockefeller Capital Management L.P.	20,69420,694	$581,091	—	—
57	High Net Worth Advisory Group LLC	20,00020,000	$561,600	—	—
58	FLOW TRADERS U.S. LLC	18,97518,975	$533,000	—	NEW
59	AQR CAPITAL MANAGEMENT LLC	18,87118,871	$529,898	—	ADD 9%
60	CREATIVE FINANCIAL DESIGNS INC /ADV	17,38117,381	$488,047	—	ADD 190%
61	IEQ CAPITAL, LLC	17,34717,347	$487,104	—	—
62	Parallel Advisors, LLC	16,87516,875	$473,866	—	TRIM -3%
63	Kestra Advisory Services, LLC	16,62316,623	$466,773	—	ADD 4%
64	Bulwark Capital Corp	15,15115,151	$425,440	—	TRIM -36%
65	HighTower Advisors, LLC	15,13515,135	$424,999	—	ADD 55%
66	Focus Partners Advisor Solutions, LLC	14,82914,829	$416,417	—	—
67	JPMORGAN CHASE & CO	13,75713,757	$378,480	—	ADD 21%
68	Stratos Wealth Partners, LTD.	13,33613,336	$374,480	—	ADD 9%
69	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,67112,671	$356,567	—	TRIM -40%
70	SteelPeak Wealth, LLC	12,18012,180	$342,015	—	TRIM -5%
71	OMNI 360 Wealth, Inc.	11,98011,980	$336,401	—	—
72	Merit Financial Group, LLC	11,96411,964	$335,941	—	NEW
73	LPWM LLC	11,52711,527	$323,678	—	TRIM -94%
74	Patten Group, Inc.	11,37711,377	$319,466	—	ADD 4%
75	Envision Financial Transparency, LLC	11,16511,165	$314,000	—	NEW
76	PRINCIPAL SECURITIES, INC.	10,92510,925	$306,766	—	ADD 14%
77	Synergy Investment Management, LLC	10,17310,173	$285,655	—	TRIM -3%
78	Collier Financial	9,9129,912	$278,323	—	—
79	FLAGSHIP HARBOR ADVISORS, LLC	9,7059,705	$272,504	—	TRIM -15%
80	ROYAL BANK OF CANADA	9,5049,504	$267,000	—	ADD 4%
81	MONECO ADVISORS, LLC	9,4889,488	$266,422	—	TRIM -20%
82	Orion Porfolio Solutions, LLC	9,3699,369	$263,092	—	TRIM -26%
83	Ayalon Insurance Comp Ltd.	9,0479,047	$254,000	—	—
84	Investmark Advisory Group LLC	8,3418,341	$234,234	—	—
85	Qube Research & Technologies Ltd	7,4877,487	$210,235	—	—
86	Shore Point Advisors, LLC	7,3957,395	$207,659	—	—
87	INSIGNEO ADVISORY SERVICES, LLC	7,3267,326	$205,714	—	NEW
88	Ashton Thomas Private Wealth, LLC	7,0257,025	$197,262	—	NEW
89	Steward Partners Investment Advisory, LLC	5,8635,863	$164,633	—	—
90	BURKETT FINANCIAL SERVICES, LLC	4,8394,839	$135,879	—	TRIM -39%
91	Scarborough Advisors, LLC	3,7753,775	$105,988	—	—
92	WealthShield Partners, LLC	3,4273,427	$96,217	—	—
93	PRIVATE TRUST CO NA	2,6292,629	$73,822	—	TRIM -3%
94	GLENMEDE TRUST CO NA	2,2722,272	$63,797	—	ADD 95%
95	Advisory Services Network, LLC	2,0632,063	$57,940	—	NEW
96	FIFTH THIRD BANCORP	1,9561,956	$54,924	—	NEW
97	LOM Asset Management Ltd	1,7001,700	$47,736	—	—
98	Bruce G. Allen Investments, LLC	1,6391,639	$46,023	—	—
99	MAI Capital Management	1,5151,515	$42,547	—	—
100	Sunbelt Securities, Inc.	1,2321,232	$34,604	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

1.2M

$34M

PNC FINANCIAL SERVICES GROUP, INC.

1.1M

$32M

MORGAN STANLEY

920K

933K

935K

929K

936K

986K

$28M

LPL Financial LLC

818K

742K

722K

745K

900K

924K

$26M

BANK OF AMERICA CORP /DE/

702K

512K

500K

577K

601K

667K

$19M

Purpose Unlimited Inc.

—

339K

576K

$16M

Bank of New York Mellon Corp

1.2M

536K

520K

517K

497K

$14M

WELLS FARGO & COMPANY/MN

322K

286K

317K

399K

359K

396K

$11M

AMERIPRISE FINANCIAL INC

664K

684K

781K

404K

216K

396K

$11M

RAINEY & RANDALL WEALTH ADVISORS INC.

326K

343K

344K

347K

349K

355K

$10M

FMR LLC

281K

262K

315K

303K

323K

338K

$9M

RHUMBLINE ADVISERS

215K

319K

410K

315K

330K

328K

$9M

Modern Wealth Management, LLC

—

294K

$8M

CITIGROUP INC

245K

240K

246K

261K

244K

247K

$7M

UBS Group AG

250K

238K

233K

249K

248K

227K

$6M

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.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	125	12,115,684	—	$340M
2025-Q4	121	11,367,880	—	$312M
2025-Q3	115	11,138,137	—	$296M
2025-Q2	111	11,391,978	—	$298M
2025-Q1	108	11,037,586	—	$268M
2024-Q4	112	12,622,198	—	$295M
2024-Q3	107	12,192,527	—	$318M
2024-Q2	112	13,631,608	—	$321M

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.

Institutional ownership· 13F filers holding EELV · 2026-Q1 methodology → sources →

125 holders

% of shares outstanding held

—

Shares held (13F)

12,115,684

Reporting holders

125

Top holders

largest 100 of 125 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	1,206,1341.2M	$34M	—	—
2	PNC FINANCIAL SERVICES GROUP, INC.	1,146,9061.1M	$32M	—	—
3	MORGAN STANLEY	985,965985,965	$28M	—	ADD 5%
4	LPL Financial LLC	924,331924,331	$26M	—	ADD 3%
5	BANK OF AMERICA CORP /DE/	667,394667,394	$19M	—	ADD 11%
6	Purpose Unlimited Inc.	576,176576,176	$16M	—	ADD 70%
7	Bank of New York Mellon Corp	496,733496,733	$14M	—	TRIM -4%
8	WELLS FARGO & COMPANY/MN	396,264396,264	$11M	—	ADD 10%
9	AMERIPRISE FINANCIAL INC	395,544395,544	$11M	—	ADD 83%
10	RAINEY & RANDALL WEALTH ADVISORS INC.	355,431355,431	$10M	—	—
11	FMR LLC	338,239338,239	$9M	—	ADD 5%
12	RHUMBLINE ADVISERS	328,296328,296	$9M	—	—
13	Modern Wealth Management, LLC	293,696293,696	$8M	—	NEW
14	CITIGROUP INC	246,956246,956	$7M	—	—
15	UBS Group AG	226,681226,681	$6M	—	TRIM -9%
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	184,719184,719	$5M	—	ADD 462%
17	Invesco Ltd.	172,389172,389	$5M	—	TRIM -4%
18	OLD MISSION CAPITAL LLC	166,088166,088	$5M	—	TRIM -32%
19	DEUTSCHE BANK AG\	157,430157,430	$4M	—	TRIM -4%
20	Brio Consultants, LLC	147,753147,753	$4M	—	TRIM -4%
21	First Heartland Consultants, Inc.	146,796146,796	$4M	—	ADD 28%
22	Antonelli Financial Advisors, LLC	145,396145,396	$4M	—	ADD 24%
23	RAYMOND JAMES FINANCIAL INC	144,234144,234	$4M	—	ADD 4%
24	Atria Investments, Inc	136,494136,494	$4M	—	ADD 23%
25	Cetera Investment Advisers	126,486126,486	$4M	—	—
26	LWM Advisory Services, LLC	125,658125,658	$4M	—	TRIM -67%
27	BKM Wealth Management, LLC	108,814108,814	$3M	—	ADD 7%
28	JANE STREET GROUP, LLC	104,412104,412	$3M	—	ADD 706%
29	Choice Wealth Advisors LLC	95,21495,214	$3M	—	NEW
30	Fermata Advisors, LLC	76,70276,702	$2M	—	TRIM -9%
31	NATIONAL BANK OF CANADA /FI/	73,77273,772	$2M	—	—
32	LAKE STREET PRIVATE WEALTH, LLC	73,09673,096	$2M	—	ADD 2%
33	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	70,43770,437	$2M	—	ADD 3%
34	Equitable Holdings, Inc.	64,97464,974	$2M	—	TRIM -26%
35	CERTUITY, LLC	56,28656,286	$2M	—	—
36	Ipsen Advisor Group LLC	56,23156,231	$2M	—	—
37	COMMONWEALTH EQUITY SERVICES, LLC	51,76951,769	$1M	—	TRIM -28%
38	Capital Analysts, LLC	49,04549,045	$1M	—	ADD 24%
39	Revisor Wealth Management LLC	46,07146,071	$1M	—	TRIM -6%
40	Thrivent Financial for Lutherans	45,25745,257	$1M	—	—
41	PARK AVENUE SECURITIES LLC	45,27945,279	$1M	—	TRIM -30%
42	Israel Discount Bank of New York	39,87539,875	$1M	—	NEW
43	Navigation Group, LLC	38,07838,078	$1M	—	NEW
44	Manske Wealth Management	37,10937,109	$1M	—	ADD 9%
45	Atlas Legacy Advisors, LLC	31,81531,815	$893,365	—	ADD 8%
46	Lunt Capital Management, Inc.	28,64028,640	$804,211	—	ADD 85%
47	&PARTNERS	27,69127,691	$777,560	—	TRIM -2%
48	RFG Advisory, LLC	27,68127,681	$777,271	—	—
49	Cambridge Investment Research Advisors, Inc.	27,59827,598	$775,000	—	TRIM -4%
50	JONES FINANCIAL COMPANIES LLLP	26,40826,408	$725,692	—	ADD 27%
51	RIVERCHASE WEALTH MANAGEMENT, LLC	24,30324,303	$682,428	—	—
52	OSAIC HOLDINGS, INC.	23,92723,927	$671,945	—	TRIM -22%
53	Colonial River Investments, LLC	23,00823,008	$646,058	—	ADD 4%
54	BALANCED WEALTH GROUP LLC	22,98322,983	$645,373	—	—
55	Mariner, LLC	21,98621,986	$617,363	—	—
56	Rockefeller Capital Management L.P.	20,69420,694	$581,091	—	—
57	High Net Worth Advisory Group LLC	20,00020,000	$561,600	—	—
58	FLOW TRADERS U.S. LLC	18,97518,975	$533,000	—	NEW
59	AQR CAPITAL MANAGEMENT LLC	18,87118,871	$529,898	—	ADD 9%
60	CREATIVE FINANCIAL DESIGNS INC /ADV	17,38117,381	$488,047	—	ADD 190%
61	IEQ CAPITAL, LLC	17,34717,347	$487,104	—	—
62	Parallel Advisors, LLC	16,87516,875	$473,866	—	TRIM -3%
63	Kestra Advisory Services, LLC	16,62316,623	$466,773	—	ADD 4%
64	Bulwark Capital Corp	15,15115,151	$425,440	—	TRIM -36%
65	HighTower Advisors, LLC	15,13515,135	$424,999	—	ADD 55%
66	Focus Partners Advisor Solutions, LLC	14,82914,829	$416,417	—	—
67	JPMORGAN CHASE & CO	13,75713,757	$378,480	—	ADD 21%
68	Stratos Wealth Partners, LTD.	13,33613,336	$374,480	—	ADD 9%
69	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,67112,671	$356,567	—	TRIM -40%
70	SteelPeak Wealth, LLC	12,18012,180	$342,015	—	TRIM -5%
71	OMNI 360 Wealth, Inc.	11,98011,980	$336,401	—	—
72	Merit Financial Group, LLC	11,96411,964	$335,941	—	NEW
73	LPWM LLC	11,52711,527	$323,678	—	TRIM -94%
74	Patten Group, Inc.	11,37711,377	$319,466	—	ADD 4%
75	Envision Financial Transparency, LLC	11,16511,165	$314,000	—	NEW
76	PRINCIPAL SECURITIES, INC.	10,92510,925	$306,766	—	ADD 14%
77	Synergy Investment Management, LLC	10,17310,173	$285,655	—	TRIM -3%
78	Collier Financial	9,9129,912	$278,323	—	—
79	FLAGSHIP HARBOR ADVISORS, LLC	9,7059,705	$272,504	—	TRIM -15%
80	ROYAL BANK OF CANADA	9,5049,504	$267,000	—	ADD 4%
81	MONECO ADVISORS, LLC	9,4889,488	$266,422	—	TRIM -20%
82	Orion Porfolio Solutions, LLC	9,3699,369	$263,092	—	TRIM -26%
83	Ayalon Insurance Comp Ltd.	9,0479,047	$254,000	—	—
84	Investmark Advisory Group LLC	8,3418,341	$234,234	—	—
85	Qube Research & Technologies Ltd	7,4877,487	$210,235	—	—
86	Shore Point Advisors, LLC	7,3957,395	$207,659	—	—
87	INSIGNEO ADVISORY SERVICES, LLC	7,3267,326	$205,714	—	NEW
88	Ashton Thomas Private Wealth, LLC	7,0257,025	$197,262	—	NEW
89	Steward Partners Investment Advisory, LLC	5,8635,863	$164,633	—	—
90	BURKETT FINANCIAL SERVICES, LLC	4,8394,839	$135,879	—	TRIM -39%
91	Scarborough Advisors, LLC	3,7753,775	$105,988	—	—
92	WealthShield Partners, LLC	3,4273,427	$96,217	—	—
93	PRIVATE TRUST CO NA	2,6292,629	$73,822	—	TRIM -3%
94	GLENMEDE TRUST CO NA	2,2722,272	$63,797	—	ADD 95%
95	Advisory Services Network, LLC	2,0632,063	$57,940	—	NEW
96	FIFTH THIRD BANCORP	1,9561,956	$54,924	—	NEW
97	LOM Asset Management Ltd	1,7001,700	$47,736	—	—
98	Bruce G. Allen Investments, LLC	1,6391,639	$46,023	—	—
99	MAI Capital Management	1,5151,515	$42,547	—	—
100	Sunbelt Securities, Inc.	1,2321,232	$34,604	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

1.2M

$34M

PNC FINANCIAL SERVICES GROUP, INC.

1.1M

$32M

MORGAN STANLEY

920K

933K

935K

929K

936K

986K

$28M

LPL Financial LLC

818K

742K

722K

745K

900K

924K

$26M

BANK OF AMERICA CORP /DE/

702K

512K

500K

577K

601K

667K

$19M

Purpose Unlimited Inc.

—

339K

576K

$16M

Bank of New York Mellon Corp

1.2M

536K

520K

517K

497K

$14M

WELLS FARGO & COMPANY/MN

322K

286K

317K

399K

359K

396K

$11M

AMERIPRISE FINANCIAL INC

664K

684K

781K

404K

216K

396K

$11M

RAINEY & RANDALL WEALTH ADVISORS INC.

326K

343K

344K

347K

349K

355K

$10M

FMR LLC

281K

262K

315K

303K

323K

338K

$9M

RHUMBLINE ADVISERS

215K

319K

410K

315K

330K

328K

$9M

Modern Wealth Management, LLC

—

294K

$8M

CITIGROUP INC

245K

240K

246K

261K

244K

247K

$7M

UBS Group AG

250K

238K

233K

249K

248K

227K

$6M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	125	12,115,684	—	$340M
2025-Q4	121	11,367,880	—	$312M
2025-Q3	115	11,138,137	—	$296M
2025-Q2	111	11,391,978	—	$298M
2025-Q1	108	11,037,586	—	$268M
2024-Q4	112	12,622,198	—	$295M
2024-Q3	107	12,192,527	—	$318M
2024-Q2	112	13,631,608	—	$321M

Short interest has its own tab now — open SI →

EELV☆

Institutional ownership· 13F filers holding EELV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding EELV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

EELV