BFEB US EQUITY (EALT) Institutional Shareholders
BFEB US EQUITY (EALT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $103.75M in EALT holdings during the latest filing period.
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 $20.86M, representing an estimated gain of +8.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed EALT value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Orion Porfolio Solutions, Llc, Brookstone Capital Management, 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
58
Total Reported Value
$103.75M
Largest Holder
Cwm, Llc
Largest Position
$19.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
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 | $20,862,280 | +$1,629,015 | +8.47% | |
| Orion Porfolio Solutions, Llc | 0.09% | 343,157 | $12,305,610 | $12,502,925 | +$197,315 | +1.60% | |
| Brookstone Capital Management | 0.07% | 199,868 | $7,167,266 | $7,282,191 | +$114,925 | +1.60% | |
| Triad Wealth Partners, Llc | 0.42% | 193,349 | $7,008,901 | $7,044,671 | +$35,770 | +0.51% | |
| Smart Wealth Llc | 1.30% | 167,620 | $6,010,852 | $6,107,235 | +$96,383 | +1.60% | |
| Commonwealth Equity Services, Llc | 0.01% | 136,038 | $4,878,330 | $4,956,545 | +$78,215 | +1.60% | |
| Raymond James Financial Inc | 0.00% | 135,822 | $4,870,577 | $4,948,675 | +$78,098 | +1.60% | |
| Osaic Holdings, Inc. | 0.00% | 115,813 | $4,153,040 | $4,219,647 | +$66,607 | +1.60% | |
| Envestnet Asset Management Inc | 0.00% | 86,922 | $3,117,023 | $3,167,003 | +$49,980 | +1.60% | |
| Farther Finance Advisors, Llc | 0.02% | 75,174 | $2,695,740 | $2,738,965 | +$43,225 | +1.60% | |
| Cetera Investment Advisers | 0.00% | 75,012 | $2,689,925 | $2,733,062 | +$43,137 | +1.60% | |
| Atria Investments, Inc | 0.03% | 71,413 | $2,560,870 | $2,601,933 | +$41,063 | +1.60% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.10% | 56,387 | $2,022,038 | $2,054,460 | +$32,422 | +1.60% | |
| Encompass More Asset Management | 0.28% | 53,236 | $1,909,043 | $1,939,654 | +$30,611 | +1.60% | |
| Susquehanna International Group, Llp | 0.00% | 50,047 | $1,794,685 | $1,823,462 | +$28,777 | +1.60% | |
| Ameritas Advisory Services, Llc | 0.04% | 49,378 | $1,770,695 | $1,799,087 | +$28,392 | +1.60% | |
| Brookwood Investment Group Llc | 0.16% | 38,350 | $1,375,231 | $1,397,282 | +$22,051 | +1.60% | |
| Rfg Advisory, Llc | 0.02% | 32,027 | $1,148,488 | $1,166,904 | +$18,416 | +1.60% | |
| Lee Johnson Capital Management, Llc | 0.36% | 31,905 | $1,144,113 | $1,162,459 | +$18,346 | +1.60% | |
| Visionary Wealth Advisors | 0.04% | 30,736 | $1,102,193 | $1,119,866 | +$17,673 | +1.60% | |
| Journey Retirement Planning & Investment Management Llc | 0.83% | 29,609 | $1,061,779 | $1,078,804 | +$17,025 | +1.60% | |
| Morgan Stanley | 0.00% | 25,825 | $926,085 | $940,934 | +$14,849 | +1.60% | |
| Iht Wealth Management, Llc | 0.02% | 23,588 | $845,866 | $859,429 | +$13,563 | +1.60% | |
| Concurrent Investment Advisors, Llc | 0.01% | 22,517 | $807,473 | $820,407 | +$12,934 | +1.60% | |
| Principal Securities, Inc. | 0.01% | 20,885 | $748,936 | $760,945 | +$12,009 | +1.60% | |
| Smith, Moore & Co. | 0.05% | 19,959 | $715,730 | $727,206 | +$11,476 | +1.60% | |
| Advyzon Investment Management, Llc | 0.05% | 18,328 | $657,242 | $667,781 | +$10,539 | +1.60% | |
| Benjamin Edwards Inc | 0.01% | 17,939 | $643,284 | $653,607 | +$10,323 | +1.60% | |
| Foundations Investment Advisors, Llc | 0.01% | 16,665 | $597,607 | $607,189 | +$9,582 | +1.60% | |
| Stirlingshire Investments, Inc. | 0.44% | 16,364 | $586,813 | $596,222 | +$9,409 | +1.60% | |
| Sequent Planning Llc | 0.12% | 16,075 | $576,450 | $585,693 | +$9,243 | +1.60% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 14,503 | $520,078 | $528,417 | +$8,339 | +1.60% | |
| Advisory Services Network, Llc | 0.01% | 13,915 | $498,992 | $506,993 | +$8,001 | +1.60% | |
| Sagespring Wealth Partners, Llc | 0.01% | 11,614 | $416,478 | $423,156 | +$6,678 | +1.60% | |
| Inspire Advisors, Llc | 0.03% | 11,591 | $415,653 | $422,318 | +$6,665 | +1.60% | |
| First Heartland Consultants, Inc. | 0.03% | 11,138 | $399,409 | $405,813 | +$6,404 | +1.60% | |
| Financial Network Wealth Advisors Llc | 0.39% | 10,693 | $383,451 | $389,599 | +$6,148 | +1.60% | |
| Hiley Hunt Wealth Management | 0.14% | 9,540 | $342,104 | $347,590 | +$5,486 | +1.60% | |
| Jane Street Group, Llc | 0.00% | 9,344 | $335,076 | $340,449 | +$5,373 | +1.60% | |
| Crux Wealth Advisors | 0.11% | 9,169 | $328,800 | $334,073 | +$5,273 | +1.60% | |
| Ausdal Financial Partners, Inc. | 0.01% | 8,983 | $322,131 | $327,296 | +$5,165 | +1.60% | |
| Kestra Advisory Services, Llc | 0.00% | 8,455 | $303,196 | $308,058 | +$4,862 | +1.60% | |
| Vantage Point Financial Llc | 0.09% | 8,309 | $297,961 | $302,738 | +$4,777 | +1.60% | |
| Claro Advisors Inc. | 0.03% | 7,470 | $267,875 | $272,169 | +$4,294 | +1.60% | |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | 6,938 | $248,797 | $252,786 | +$3,989 | +1.60% | |
| Arkadios Wealth Advisors | 0.00% | 6,805 | $244,027 | $247,940 | +$3,913 | +1.60% | |
| Sanctuary Advisors, Llc | 0.00% | 6,340 | $227,352 | $230,998 | +$3,646 | +1.60% | |
| First Commonwealth Financial Corp | 0.03% | 6,228 | $223,336 | $226,917 | +$3,581 | +1.60% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 5,712 | $204,832 | $208,117 | +$3,285 | +1.60% | |
| Ifp Advisors, Inc | 0.00% | 5,398 | $193,572 | $196,676 | +$3,104 | +1.60% |
Frequently asked questions about EALT
Who owns the most EALT stock?
The largest holders of EALT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BFEB US EQUITY (EALT).
Is EALT widely held by superinvestors?
Many widely followed stocks like EALT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EALT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.