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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Orion Porfolio Solutions, Llc, Raymond James Financial Inc, Cetera Investment Advisers, and Journey Retirement Planning & Investment Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-238-2.3%10,180$359.25KQ4 2025May 15, 2026
Journey Retirement Planning & Investment Management LlcBuy+67,648—67,648$2.39MQ4 2025Apr 29, 2026
Sunbelt Securities, Inc.Buy+5,178—5,178$182.73KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+172,084—172,084$6.07MQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+6,228—6,228$219.79KQ4 2025Feb 18, 2026
Cetera Investment AdvisersBuy+115,682—115,682$4.08MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+66,118—66,118$2.33MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+56,697—56,697$2.03MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+22,377—22,377$789.68KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+9,460—9,460$333.84KQ4 2025Feb 17, 2026
Claro Advisors Inc.Buy+7,810—7,810$275.62KQ4 2025Feb 17, 2026
Tableaux LlcBuy+25,694—25,694$906.74KQ4 2025Feb 13, 2026
Visionary Wealth AdvisorsBuy+18,567—18,567$655.23KQ4 2025Feb 13, 2026
Advyzon Investment Management, LlcBuy+13,717—13,717$484.07KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+8,874—8,874$313.16KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+8,519—8,519$300.64KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+8,361—8,361$295.06KQ4 2025Feb 13, 2026
Ausdal Financial Partners, Inc.Buy+7,969—7,969$281.23KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+334,716—334,716$11.81MQ4 2025Feb 12, 2026
Orion Porfolio Solutions, LlcBuy+260,189—260,189$9.18MQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+12,532—12,532$442.25KQ4 2025Feb 12, 2026
Triumph Capital ManagementBuy+400—400$14.12KQ4 2025Feb 12, 2026
Stirlingshire Investments, Inc.Buy+13,551—13,551$478.21KQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+571—571$20.15KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+53,995—53,995$1.91MQ4 2025Feb 10, 2026
Arista Wealth Management, LlcBuy+30,095—30,095$1.06MQ4 2025Feb 09, 2026
Harbour Investments, Inc.Buy+26,912—26,912$949.72KQ4 2025Feb 09, 2026
Ifp Advisors, IncBuy+4,698—4,698$165.79KQ4 2025Feb 06, 2026
Atria Investments, IncBuy+61,171—61,171$2.16MQ4 2025Feb 05, 2026
Bright Futures Wealth Management, Llc.Buy+26,451—26,451$933.46KQ4 2025Feb 05, 2026
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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.