BFEB US EQUITY (EALT) Institutional Ownership Changes & 13F Activity
BFEB US EQUITY (EALT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Triad Wealth Partners, Llc, Orion Porfolio Solutions, Llc, Iht Wealth Management, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Buy | +2,952 | — | 2,952 | $106.00K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -130,286 | -72.2% | 50,047 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +48,578 | +16.5% | 343,157 | $12.31M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -35,378 | -60.0% | 23,588 | $845.87K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +9,482 | +132.0% | 16,665 | $597.61K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,501 | +7.9% | 115,813 | $4.15M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +7,715 | +6.0% | 135,822 | $4.87M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -4,137 | -30.7% | 9,344 | $335.08K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +3,178 | +21.0% | 18,328 | $657.24K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,349 | +5.0% | 49,378 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Buy | +750 | +9.9% | 8,309 | $297.96K | Q2 2026 | Aug 14, 2026 |
| Sequent Planning Llc | Buy | +353 | +2.2% | 16,075 | $576.45K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +283 | +3.3% | 8,983 | $322.13K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +25,825 | — | 25,825 | $926.09K | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Sell | -7,732 | -20.1% | 30,736 | $1.10M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -3,210 | -51.3% | 3,048 | $109.30K | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Buy | +1,902 | +19.6% | 11,591 | $415.65K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -1,843 | -22.5% | 6,340 | $227.35K | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, Llc | Buy | +10,706 | +333.6% | 13,915 | $498.99K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,271 | +1.7% | 75,012 | $2.69M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +467 | — | 467 | $16.73K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Sell | -262 | -1.3% | 19,959 | $715.73K | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, Llc | Buy | +87,619 | +82.9% | 193,349 | $7.01M | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +6,805 | — | 6,805 | $244.03K | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Sell | -784 | -10.2% | 6,938 | $248.80K | Q2 2026 | Aug 07, 2026 |
| Smart Wealth Llc | Sell | -20,091 | -10.7% | 167,620 | $6.01M | Q2 2026 | Aug 06, 2026 |
| Principal Securities, Inc. | Buy | +20,885 | — | 20,885 | $748.94K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +18,670 | +27.4% | 86,922 | $3.12M | Q2 2026 | Aug 03, 2026 |
| Stirlingshire Investments, Inc. | Buy | +2,831 | +20.9% | 16,364 | $586.81K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +12,868 | +31.5% | 53,671 | $1.93K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about EALT activity
Which institutional owners are buying EALT?
Institutional owners buying EALT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EALT activity?
"Buy" means an investor increased their reported position in EALT compared to the prior reporting period. This reflects growing exposure to BFEB US EQUITY (EALT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EALT increasing?
Institutional interest in EALT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.