% of shares outstanding is not shown for EUAD: 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 EUAD 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 | MORGAN STANLEY | 2,311,1622.3M | $94M | — | ADD 6750% |
| 2 | BANK OF MONTREAL /CAN/ | 1,045,0501.0M | $43M | — | — |
| 3 | J.Safra Asset Management Corp | 973,381973,381 | $40M | — | NEW |
| 4 | OVERSEA-CHINESE BANKING Corp Ltd | 583,250583,250 | $23M | — | ADD 24% |
| 5 | CacheTech Inc. | 354,609354,609 | $14M | — | TRIM -6% |
| 6 | ROYAL BANK OF CANADA | 336,886336,886 | $14M | — | ADD 4% |
| 7 | Adams Wealth Management | 334,839334,839 | $14M | — | TRIM -7% |
| 8 | PATTEN & PATTEN INC/TN | 272,380272,380 | $11M | — | ADD 8% |
| 9 | Alphadyne Asset Management LP | 209,079209,079 | $9M | — | NEW |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 178,059178,059 | $7M | — | ADD 6% |
| 11 | JANE STREET GROUP, LLC | 154,550154,550 | $6M | — | ADD 311% |
| 12 | Allen Investment Management, LLC | 152,821152,821 | $6M | — | NEW |
| 13 | CASTLEARK MANAGEMENT LLC | 147,000147,000 | $6M | — | — |
| 14 | MYDA Advisors LLC | 140,000140,000 | $6M | — | ADD 250% |
| 15 | OPPENHEIMER & CO INC | 136,455136,455 | $6M | — | ADD 101% |
| 16 | UBS Group AG | 129,714129,714 | $5M | — | ADD 594% |
| 17 | Ethos Financial Group, LLC | 122,710122,710 | $5M | — | ADD 10% |
| 18 | Cetera Investment Advisers | 117,906117,906 | $5M | — | ADD 33% |
| 19 | GOLDMAN SACHS GROUP INC | 117,557117,557 | $5M | — | NEW |
| 20 | NATIONAL BANK OF CANADA /FI/ | 114,593114,593 | $5M | — | ADD 19% |
| 21 | Janney Montgomery Scott LLC | 103,120103,120 | $4M | — | ADD 15% |
| 22 | CIBC WORLD MARKET INC. | 100,781100,781 | $4M | — | ADD 10% |
| 23 | RAYMOND JAMES FINANCIAL INC | 98,45798,457 | $4M | — | ADD 168% |
| 24 | SHARPEPOINT LLC | 94,98494,984 | $4M | — | ADD 6% |
| 25 | LOOMIS SAYLES & CO L P | 73,35273,352 | $3M | — | TRIM -37% |
| 26 | Federation des caisses Desjardins du Quebec | 70,26570,265 | $3M | — | ADD 25% |
| 27 | Corient Private Wealth LLC | 68,95868,958 | $3M | — | TRIM -75% |
| 28 | Savvy Advisors, Inc. | 66,95366,953 | $3M | — | ADD 3% |
| 29 | VIEWPOINT INVESTMENT PARTNERS CORP | 61,42361,423 | $3M | — | — |
| 30 | MARSHALL WACE, LLP | 63,30863,308 | $3M | — | ADD 12% |
| 31 | AVALON CAPITAL MANAGEMENT | 56,93756,937 | $2M | — | TRIM -11% |
| 32 | TRUIST FINANCIAL CORP | 54,72954,729 | $2M | — | ADD 24% |
| 33 | Cambridge Investment Research Advisors, Inc. | 52,34452,344 | $2M | — | ADD 12% |
| 34 | D. E. Shaw & Co., Inc. | 51,77051,770 | $2M | — | NEW |
| 35 | Steward Partners Investment Advisory, LLC | 49,03549,035 | $2M | — | — |
| 36 | Prospera Financial Services Inc | 45,80345,803 | $2M | — | ADD 581% |
| 37 | Scarborough Advisors, LLC | 45,79245,792 | $2M | — | TRIM -5% |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44,40744,407 | $2M | — | ADD 2882% |
| 39 | Bright Futures Wealth Management, LLC. | 44,15844,158 | $2M | — | ADD 33% |
| 40 | PRINCIPAL SECURITIES, INC. | 41,51141,511 | $2M | — | TRIM -30% |
| 41 | PFG Advisors | 38,03138,031 | $2M | — | TRIM -84% |
| 42 | HRT FINANCIAL LP | 36,16036,160 | $1M | — | NEW |
| 43 | Sanctuary Advisors, LLC | 35,73435,734 | $1M | — | ADD 12% |
| 44 | Creative Planning | 32,34932,349 | $1M | — | ADD 126% |
| 45 | JAMES INVESTMENT RESEARCH, INC. | 32,24132,241 | $1M | — | — |
| 46 | Bluesphere Advisors LLC | 30,50230,502 | $1M | — | TRIM -9% |
| 47 | SCOTIA CAPITAL INC. | 28,86128,861 | $1M | — | ADD 59% |
| 48 | Pekin Hardy Strauss, Inc. | 26,77026,770 | $1M | — | NEW |
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 26,55026,550 | $1M | — | ADD 77% |
| 50 | Financial Security Advisor, Inc. | 26,22826,228 | $1M | — | ADD 54% |
| 51 | CITADEL ADVISORS LLC | 25,60425,604 | $1M | — | ADD 2% |
| 52 | Financial Sense Advisors, Inc. | 24,36124,361 | $992,479 | — | ADD 2% |
| 53 | MERCER GLOBAL ADVISORS INC /ADV | 24,14524,145 | $983,671 | — | NEW |
| 54 | PW Nova Financial Services LLC | 24,02324,023 | $978,702 | — | NEW |
| 55 | Laurel Wealth Advisors LLC | 23,50623,506 | $963,982 | — | ADD 6% |
| 56 | PARK AVENUE SECURITIES LLC | 23,56823,568 | $960,000 | — | ADD 9% |
| 57 | ENVESTNET ASSET MANAGEMENT INC | 21,33321,333 | $869,093 | — | TRIM -34% |
| 58 | Terra Nova Asset Management LLC | 21,21021,210 | $864,102 | — | ADD 2% |
| 59 | McAdam, LLC | 20,77620,776 | $846,414 | — | NEW |
| 60 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 19,32419,324 | $787,259 | — | TRIM -13% |
| 61 | Advisory Alpha, LLC | 18,83518,835 | $767,338 | — | TRIM -5% |
| 62 | FRANKLIN RESOURCES INC | 17,50017,500 | $712,950 | — | NEW |
| 63 | Cerity Partners LLC | 16,91816,918 | $689,249 | — | ADD 58% |
| 64 | Bank Julius Baer & Co. Ltd, Zurich | 16,59816,598 | $677,196 | — | NEW |
| 65 | Castle Rock Wealth Management, LLC | 15,67415,674 | $664,734 | — | NEW |
| 66 | Raab & Moskowitz Asset Management LLC | 16,01216,012 | $652,329 | — | ADD 6% |
| 67 | CAPTRUST FINANCIAL ADVISORS | 16,01316,013 | $651,598 | — | ADD 45% |
| 68 | NVWM, LLC | 15,65815,658 | $637,907 | — | — |
| 69 | MAGNOLIA CAPITAL MANAGEMENT LTD | 15,48515,485 | $631,000 | — | ADD 16% |
| 70 | Per Stirling Capital Management, LLC. | 14,63114,631 | $596,067 | — | — |
| 71 | Pilgrim Partners Asia Pte Ltd | 14,60014,600 | $594,804 | — | NEW |
| 72 | CITIZENS FINANCIAL GROUP INC/RI | 14,17714,177 | $577,557 | — | TRIM -46% |
| 73 | STIFEL FINANCIAL CORP | 14,05214,052 | $572,480 | — | ADD 23% |
| 74 | LAVELLE CAPITAL LP | 13,56813,568 | $552,760 | — | TRIM -8% |
| 75 | GFS Advisors, LLC | 7,0767,076 | $526,101 | — | NEW |
| 76 | HighTower Advisors, LLC | 12,88512,885 | $524,951 | — | ADD 4% |
| 77 | Quantum Portfolio Management LLC | 12,65412,654 | $515,524 | — | TRIM -67% |
| 78 | Spinnaker Investment Group, LLC | 12,05012,050 | $490,917 | — | — |
| 79 | AlTi Global, Inc. | 11,44011,440 | $466,066 | — | — |
| 80 | Belpointe Asset Management LLC | 10,69510,695 | $435,719 | — | — |
| 81 | Advisory Services Network, LLC | 10,65610,656 | $434,119 | — | ADD 5% |
| 82 | Vigil Wealth Management, LLC | 10,32910,329 | $420,803 | — | ADD 94% |
| 83 | Werba Rubin Papier Wealth Management | 10,28610,286 | $419,052 | — | ADD 67% |
| 84 | Cresset Asset Management, LLC | 10,26010,260 | $417,992 | — | — |
| 85 | Dynamic Advisor Solutions LLC | 10,22310,223 | $416,485 | — | — |
| 86 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 9,4519,451 | $385,034 | — | — |
| 87 | Apollon Wealth Management, LLC | 9,4439,443 | $384,708 | — | ADD 4% |
| 88 | Joseph P. Lucia & Associates, LLC | 9,4279,427 | $384,056 | — | — |
| 89 | Index Technologies Group LLC | 9,1629,162 | $373,260 | — | TRIM -61% |
| 90 | TD Waterhouse Canada Inc. | 8,6258,625 | $370,433 | — | ADD 73% |
| 91 | Tidal Investments LLC | 9,1119,111 | $353,598 | — | NEW |
| 92 | Kingsview Wealth Management, LLC | 8,4968,496 | $346,146 | — | NEW |
| 93 | Hilltop Holdings Inc. | 8,4448,444 | $344,009 | — | ADD 25% |
| 94 | IFP Advisors, Inc | 7,8077,807 | $318,057 | — | TRIM -7% |
| 95 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,4427,442 | $315,615 | — | ADD 19% |
| 96 | MML INVESTORS SERVICES, LLC | 7,5887,588 | $309,117 | — | ADD 47% |
| 97 | &PARTNERS | 7,4507,450 | $303,513 | — | ADD 3% |
| 98 | DEARBORN PARTNERS LLC | 7,1507,150 | $291,291 | — | ADD 16% |
| 99 | JTC Employer Solutions Trustee Ltd | 7,0537,053 | $288,000 | — | — |
| 100 | Merit Financial Group, LLC | 6,7906,790 | $276,625 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | — | 13K | 31K | 37K | 34K | 2.3M | $94M |
| BANK OF MONTREAL /CAN/ | — | 487K | 859K | 1.1M | 1.0M | 1.0M | $43M |
| J.Safra Asset Management Corp | — | — | — | — | — | 973K | $40M |
| OVERSEA-CHINESE BANKING Corp Ltd | — | — | — | — | 471K | 583K | $23M |
| CacheTech Inc. | — | 473K | 433K | 353K | 375K | 355K | $14M |
| ROYAL BANK OF CANADA | — | 9K | 468K | 286K | 324K | 337K | $14M |
| Adams Wealth Management | — | 473K | 423K | 341K | 359K | 335K | $14M |
| PATTEN & PATTEN INC/TN | — | 11K | 179K | 233K | 253K | 272K | $11M |
| Alphadyne Asset Management LP | — | — | — | — | — | 209K | $9M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 115K | 218K | 222K | 167K | 178K | $7M |
| JANE STREET GROUP, LLC | 15K | 284K | 59K | — | 38K | 155K | $6M |
| Allen Investment Management, LLC | — | — | — | — | — | 153K | $6M |
| CASTLEARK MANAGEMENT LLC | — | 147K | 147K | 147K | 147K | 147K | $6M |
| MYDA Advisors LLC | — | 65K | 60K | 200K | 40K | 140K | $6M |
| OPPENHEIMER & CO INC | — | 9K | 41K | 44K | 68K | 136K | $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.
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 | 180 | 10,388,308 | — | $423M |
| 2025-Q4 | 152 | 6,404,960 | — | $267M |
| 2025-Q3 | 150 | 6,079,902 | — | $285M |
| 2025-Q2 | 132 | 6,725,085 | — | $290M |
| 2025-Q1 | 81 | 3,496,368 | — | $116M |
| 2024-Q4 | 3 | 16,128 | — | $390,939 |
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 | |
|---|---|---|---|
| MORGAN STANLEY | +2,277,423 | $93M | ADD |
| J.Safra Asset Management Corp | +973,381 | $40M | OPEN |
| Alphadyne Asset Management LP | +209,079 | $9M | OPEN |
| Allen Investment Management, LLC | +152,821 | $6M | OPEN |
| GOLDMAN SACHS GROUP INC | +117,557 | $5M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Quadrature Capital Ltd | −217,463 | $9M | CLOSE |
| Corient Private Wealth LLC | −206,920 | $8M | TRIM |
| PFG Advisors | −199,431 | $8M | TRIM |
| BAROMETER CAPITAL MANAGEMENT INC. | −103,000 | $4M | CLOSE |
| NOMURA ASSET MANAGEMENT CO LTD | −44,050 | $2M | CLOSE |
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).
