EALT Institutional Ownership & Shareholders
BFEB US EQUITY (EALT) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $112.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of EALT tracked by InsiderSet, reporting ownership valued at approximately $19.23M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.68M, representing an estimated gain of +7.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed EALT value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Orion Porfolio Solutions, Llc, Triad Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in BFEB US EQUITY (EALT).
This page ranks the largest institutional EALT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
61
Total Reported Value
$112.06M
Largest Holder
Cwm, Llc
Largest Position
$19.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.05% | 572,589 | $19,233,265 | $20,676,189 | +$1,442,924 | +7.50% | |
| Orion Porfolio Solutions, Llc | 0.09% | 343,157 | $12,305,610 | $12,391,399 | +$85,789 | +0.70% | |
| Triad Wealth Partners, Llc | 0.49% | 241,511 | $8,824,812 | $8,720,962 | -$103,850 | -1.18% | |
| Brookstone Capital Management | 0.08% | 207,804 | $7,593,158 | $7,503,802 | -$89,356 | -1.18% | |
| Smart Wealth Llc | 1.30% | 167,620 | $6,010,852 | $6,052,758 | +$41,906 | +0.70% | |
| Commonwealth Equity Services, Llc | 0.01% | 136,064 | $4,971,780 | $4,913,271 | -$58,509 | -1.18% | |
| Raymond James Financial Inc | 0.00% | 135,822 | $4,870,577 | $4,904,532 | +$33,955 | +0.70% | |
| Osaic Holdings, Inc. | 0.00% | 115,813 | $4,153,040 | $4,182,007 | +$28,967 | +0.70% | |
| First Heartland Consultants, Inc. | 0.21% | 86,086 | $3,145,582 | $3,108,565 | -$37,017 | -1.18% | |
| Envestnet Asset Management Inc | 0.00% | 86,922 | $3,117,023 | $3,138,753 | +$21,730 | +0.70% | |
| Encompass More Asset Management | 0.43% | 82,356 | $3,009,288 | $2,973,875 | -$35,413 | -1.18% | |
| Farther Finance Advisors, Llc | 0.02% | 75,110 | $2,744,519 | $2,712,222 | -$32,297 | -1.18% | |
| Cetera Investment Advisers | 0.00% | 75,012 | $2,689,925 | $2,708,683 | +$18,758 | +0.70% | |
| Atria Investments, Inc | 0.03% | 70,298 | $2,568,689 | $2,538,461 | -$30,228 | -1.18% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.11% | 62,730 | $2,292,154 | $2,265,180 | -$26,974 | -1.18% | |
| Susquehanna International Group, Llp | 0.00% | 50,047 | $1,794,685 | $1,807,197 | +$12,512 | +0.70% | |
| Ameritas Advisory Services, Llc | 0.04% | 49,378 | $1,770,695 | $1,783,040 | +$12,345 | +0.70% | |
| Brookwood Investment Group Llc | 0.16% | 38,350 | $1,375,231 | $1,384,819 | +$9,588 | +0.70% | |
| Beam Wealth Advisors, Inc. | 0.26% | 32,347 | $1,181,967 | $1,168,050 | -$13,917 | -1.18% | |
| Rfg Advisory, Llc | 0.02% | 31,327 | $1,144,689 | $1,131,218 | -$13,471 | -1.18% | |
| Lee Johnson Capital Management, Llc | 0.36% | 31,905 | $1,144,113 | $1,152,090 | +$7,977 | +0.70% | |
| Journey Retirement Planning & Investment Management Llc | 0.81% | 30,803 | $1,125,541 | $1,112,296 | -$13,245 | -1.18% | |
| Visionary Wealth Advisors | 0.04% | 30,736 | $1,102,193 | $1,109,877 | +$7,684 | +0.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,020 | $960,138 | $939,582 | -$20,556 | -2.14% | |
| Morgan Stanley | 0.00% | 25,825 | $926,085 | $932,541 | +$6,456 | +0.70% | |
| Iht Wealth Management, Llc | 0.02% | 23,588 | $845,866 | $851,763 | +$5,897 | +0.70% | |
| Principal Securities, Inc. | 0.01% | 20,885 | $748,936 | $754,157 | +$5,221 | +0.70% | |
| Smith, Moore & Co. | 0.05% | 19,959 | $715,730 | $720,719 | +$4,989 | +0.70% | |
| Advyzon Investment Management, Llc | 0.05% | 18,328 | $657,242 | $661,824 | +$4,582 | +0.70% | |
| Benjamin Edwards Inc | 0.01% | 17,939 | $643,284 | $647,777 | +$4,493 | +0.70% | |
| Foundations Investment Advisors, Llc | 0.01% | 16,665 | $597,607 | $601,773 | +$4,166 | +0.70% | |
| Stirlingshire Investments, Inc. | 0.44% | 16,364 | $586,813 | $590,904 | +$4,091 | +0.70% | |
| Sequent Planning Llc | 0.12% | 16,075 | $576,450 | $580,468 | +$4,018 | +0.70% | |
| Advisory Services Network, Llc | 0.01% | 13,915 | $498,992 | $502,471 | +$3,479 | +0.70% | |
| Simplicity Wealth,Llc | 0.01% | 11,676 | $426,641 | $421,620 | -$5,021 | -1.18% | |
| Sagespring Wealth Partners, Llc | 0.01% | 11,614 | $424,376 | $419,382 | -$4,994 | -1.18% | |
| Concurrent Investment Advisors, Llc | 0.00% | 11,463 | $418,872 | $413,929 | -$4,943 | -1.18% | |
| Inspire Advisors, Llc | 0.03% | 11,591 | $415,653 | $418,551 | +$2,898 | +0.70% | |
| Financial Network Wealth Advisors Llc | 0.35% | 9,816 | $358,677 | $354,456 | -$4,221 | -1.18% | |
| Jane Street Group, Llc | 0.00% | 9,344 | $335,076 | $337,412 | +$2,336 | +0.70% | |
| Crux Wealth Advisors | 0.11% | 9,169 | $328,800 | $331,093 | +$2,293 | +0.70% | |
| Ausdal Financial Partners, Inc. | 0.01% | 8,983 | $322,131 | $324,376 | +$2,245 | +0.70% | |
| Kestra Advisory Services, Llc | 0.00% | 8,455 | $308,946 | $305,310 | -$3,636 | -1.18% | |
| Vantage Point Financial Llc | 0.09% | 8,309 | $297,961 | $300,038 | +$2,077 | +0.70% | |
| Claro Advisors Inc. | 0.03% | 7,470 | $272,954 | $269,742 | -$3,212 | -1.18% | |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | 6,938 | $253,515 | $250,531 | -$2,984 | -1.18% | |
| Arkadios Wealth Advisors | 0.00% | 6,805 | $244,027 | $245,729 | +$1,702 | +0.70% | |
| Sanctuary Advisors, Llc | 0.00% | 6,340 | $227,352 | $228,937 | +$1,585 | +0.70% | |
| First Commonwealth Financial Corp | 0.03% | 6,228 | $223,336 | $224,893 | +$1,557 | +0.70% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 5,952 | $217,486 | $214,927 | -$2,559 | -1.18% |
Frequently asked questions about EALT
Who are the largest institutional holders of EALT?
The largest institutional holders of EALT reported in the latest SEC Form 13F filings include Cwm, Llc, Orion Porfolio Solutions, Llc, Triad Wealth Partners, Llc, Brookstone Capital Management, and Smart Wealth Llc. InsiderSet ranks institutional holders by their latest reported EALT position.
What is EALT institutional ownership?
This page tracks EALT positions reported by institutional investment managers through SEC Form 13F. BFEB US EQUITY (EALT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EALT?
InsiderSet currently tracks 61 institutional managers reporting EALT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EALT shareholders.
How much EALT stock do institutions own?
Institutional investment managers disclosed approximately $112.06M in EALT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EALT institutional ownership last updated?
The latest EALT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EALT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EALT position after the reporting date.
Are institutions buying or selling EALT?
Institutional buying and selling can be analyzed by comparing EALT positions across consecutive 13F reporting periods. InsiderSet's EALT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EALT ownership changes.
How has EALT institutional ownership changed over time?
InsiderSet tracks EALT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.