% of shares outstanding is not shown for EQIN: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for EQIN in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 506K | 642K | 1.3M | 1.4M | 1.4M | 1.3M | $66M |
| AMERIPRISE FINANCIAL INC | 577K | 638K | 656K | 599K | 603K | 610K | $30M |
| STIFEL FINANCIAL CORP | — | 17K | 60K | 120K | 172K | 199K | $10M |
| Sowell Financial Services LLC | 149K | 176K | 172K | 175K | 183K | 190K | $9M |
| RAYMOND JAMES FINANCIAL INC | 54K | 62K | 95K | 87K | 70K | 100K | $5M |
| Cetera Investment Advisers | — | — | — | 32K | 73K | 94K | $5M |
| Gladstone Institutional Advisory LLC | 30K | 64K | 66K | 73K | 71K | 74K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 23K | 34K | 52K | 45K | 45K | 46K | $2M |
| Prism Advisors, Inc. | 33K | 35K | 31K | 34K | 36K | 34K | $2M |
| JANE STREET GROUP, LLC | 29K | 21K | — | 36K | 11K | 34K | $2M |
| AMARA FINANCIAL, LLC. | — | — | — | 31K | 29K | 28K | $1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | 5K | 15K | 22K | 27K | $1M |
| Axis Wealth Partners, LLC | — | — | — | 26K | 26K | 26K | $1M |
| Cornerstone Financial Management LLC | — | — | — | — | 26K | 26K | $1M |
| OSAIC HOLDINGS, INC. | 19K | 20K | 28K | 47K | 27K | 24K | $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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 50 | 3,213,700 | — | $154M |
| 2025-Q4 | 47 | 3,176,150 | — | $151M |
| 2025-Q3 | 47 | 3,183,180 | — | $149M |
| 2025-Q2 | 39 | 2,847,234 | — | $128M |
| 2025-Q1 | 37 | 2,005,209 | — | $92M |
| 2024-Q4 | 41 | 1,780,323 | — | $79M |
| 2024-Q3 | 36 | 1,344,173 | — | $64M |
| 2024-Q2 | 32 | 1,151,080 | — | $51M |
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 | |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +30,047 | $1M | ADD |
| STIFEL FINANCIAL CORP | +27,201 | $1M | ADD |
| JANE STREET GROUP, LLC | +23,537 | $1M | ADD |
| Cetera Investment Advisers | +20,957 | $1M | ADD |
| Westside Investment Management, Inc. | +8,486 | $417,074 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −55,336 | $3M | TRIM |
| GOLDMAN SACHS GROUP INC | −33,994 | $2M | TRIM |
| NewEdge Advisors, LLC | −22,336 | $1M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −10,870 | $534,244 | TRIM |
| IHT Wealth Management, LLC | −2,996 | $147,249 | 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).
