BFEB US EQUITY (EALT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $107.79M 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 $20.46M, representing an estimated gain of +6.38% 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, Commonwealth Equity Services, Llc, Orion Porfolio Solutions, 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
59
Total Reported Value
$107.79M
Largest Holder
Cwm, Llc
Largest Position
$19.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
64
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 | $20,459,464 | +$1,226,199 | +6.38% | |
| Commonwealth Equity Services, Llc | 0.02% | 349,596 | $11,742,930 | $12,491,589 | +$748,659 | +6.38% | |
| Orion Porfolio Solutions, Llc | 0.08% | 294,579 | $9,894,909 | $10,525,750 | +$630,841 | +6.38% | |
| Brookstone Capital Management | 0.08% | 215,855 | $7,250,569 | $7,712,823 | +$462,254 | +6.38% | |
| Smart Wealth Llc | 1.85% | 187,711 | $6,305,212 | $6,707,196 | +$401,984 | +6.38% | |
| Susquehanna International Group, Llp | 0.01% | 180,333 | $6,057,385 | $6,443,569 | +$386,184 | +6.38% | |
| Raymond James Financial Inc | 0.00% | 128,107 | $4,303,115 | $4,577,455 | +$274,340 | +6.38% | |
| Osaic Holdings, Inc. | 0.01% | 107,312 | $3,604,592 | $3,834,419 | +$229,827 | +6.38% | |
| Triad Wealth Partners, Llc | 0.28% | 105,730 | $3,551,471 | $3,777,891 | +$226,420 | +6.38% | |
| Farther Finance Advisors, Llc | 0.03% | 81,717 | $2,757,949 | $2,919,871 | +$161,922 | +5.87% | |
| Cetera Investment Advisers | 0.00% | 73,741 | $2,476,960 | $2,634,877 | +$157,917 | +6.38% | |
| Atria Investments, Inc | 0.03% | 72,274 | $2,427,684 | $2,582,458 | +$154,774 | +6.38% | |
| Mutual Advisors, Llc | 0.05% | 71,419 | $2,398,964 | $2,551,908 | +$152,944 | +6.38% | |
| Envestnet Asset Management Inc | 0.00% | 68,252 | $2,292,585 | $2,438,746 | +$146,161 | +6.38% | |
| Iht Wealth Management, Llc | 0.05% | 58,966 | $1,980,668 | $2,106,944 | +$126,276 | +6.38% | |
| Ameritas Advisory Services, Llc | 0.06% | 47,029 | $1,579,704 | $1,680,417 | +$100,713 | +6.38% | |
| Encompass More Asset Management | 0.25% | 44,052 | $1,479,707 | $1,574,044 | +$94,337 | +6.38% | |
| Visionary Wealth Advisors | 0.06% | 38,468 | $1,292,141 | $1,374,519 | +$82,378 | +6.38% | |
| Brookwood Investment Group Llc | 0.16% | 37,113 | $1,246,626 | $1,326,103 | +$79,477 | +6.38% | |
| Old Mission Capital Llc | 0.03% | 37,100 | $1,246,189 | $1,325,639 | +$79,450 | +6.38% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.07% | 34,951 | $1,174,004 | $1,248,852 | +$74,848 | +6.38% | |
| Rfg Advisory, Llc | 0.02% | 33,000 | $1,108,470 | $1,179,140 | +$70,670 | +6.38% | |
| Lee Johnson Capital Management, Llc | 0.38% | 31,905 | $1,071,689 | $1,140,014 | +$68,325 | +6.38% | |
| Journey Retirement Planning & Investment Management Llc | 0.76% | 25,701 | $863,296 | $918,335 | +$55,039 | +6.38% | |
| Smith, Moore & Co. | 0.05% | 20,221 | $679,223 | $722,527 | +$43,304 | +6.38% | |
| Benjamin Edwards Inc | 0.01% | 18,821 | $632,187 | $672,503 | +$40,316 | +6.38% | |
| Concurrent Investment Advisors, Llc | 0.01% | 17,484 | $587,300 | $624,730 | +$37,430 | +6.37% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 16,217 | $544,729 | $579,458 | +$34,729 | +6.38% | |
| Sequent Planning Llc | 0.13% | 15,722 | $528,102 | $561,771 | +$33,669 | +6.38% | |
| Advyzon Investment Management, Llc | 0.05% | 15,150 | $508,889 | $541,332 | +$32,443 | +6.38% | |
| Arista Wealth Management, Llc | 0.06% | 14,948 | $502,103 | $534,114 | +$32,011 | +6.38% | |
| Stirlingshire Investments, Inc. | 0.40% | 13,533 | $454,573 | $483,554 | +$28,981 | +6.38% | |
| Jane Street Group, Llc | 0.00% | 13,481 | $452,827 | $481,696 | +$28,869 | +6.38% | |
| Hiley Hunt Wealth Management | 0.18% | 12,293 | $412,922 | $439,247 | +$26,325 | +6.38% | |
| Sagespring Wealth Partners, Llc | 0.01% | 11,614 | $390,114 | $414,986 | +$24,872 | +6.38% | |
| Financial Network Wealth Advisors Llc | 0.37% | 10,664 | $358,204 | $381,041 | +$22,837 | +6.38% | |
| Inspire Advisors, Llc | 0.03% | 9,689 | $325,454 | $346,203 | +$20,749 | +6.38% | |
| World Investment Advisors | 0.00% | 8,966 | $301,168 | $320,369 | +$19,201 | +6.38% | |
| Ausdal Financial Partners, Inc. | 0.01% | 8,700 | $292,233 | $310,864 | +$18,631 | +6.38% | |
| Kestra Advisory Services, Llc | 0.00% | 8,455 | $284,003 | $302,110 | +$18,107 | +6.38% | |
| Sanctuary Advisors, Llc | 0.00% | 8,183 | $274,867 | $292,391 | +$17,524 | +6.38% | |
| Claro Advisors Inc. | 0.03% | 8,010 | $269,056 | $286,209 | +$17,153 | +6.38% | |
| First Heartland Consultants, Inc. | 0.02% | 7,883 | $264,790 | $281,671 | +$16,881 | +6.38% | |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | 7,722 | $259,382 | $275,919 | +$16,537 | +6.38% | |
| Vantage Point Financial Llc | 0.09% | 7,559 | $253,907 | $270,094 | +$16,187 | +6.38% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 7,377 | $247,793 | $263,591 | +$15,798 | +6.38% | |
| Crux Wealth Advisors | 0.09% | 7,194 | $241,646 | $257,052 | +$15,406 | +6.38% | |
| Foundations Investment Advisors, Llc | 0.00% | 7,183 | $241,277 | $256,659 | +$15,382 | +6.38% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,258 | $210,206 | $223,608 | +$13,402 | +6.38% | |
| First Commonwealth Financial Corp | 0.03% | 6,228 | $209,199 | $222,536 | +$13,337 | +6.38% |
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.