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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -238 | -2.3% | 10,180 | $359.25K | Q4 2025 | May 15, 2026 |
| Journey Retirement Planning & Investment Management Llc | Buy | +67,648 | — | 67,648 | $2.39M | Q4 2025 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | Buy | +5,178 | — | 5,178 | $182.73K | Q4 2025 | Feb 20, 2026 |
| Raymond James Financial Inc | Buy | +172,084 | — | 172,084 | $6.07M | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +6,228 | — | 6,228 | $219.79K | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | Buy | +115,682 | — | 115,682 | $4.08M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +66,118 | — | 66,118 | $2.33M | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +56,697 | — | 56,697 | $2.03M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +22,377 | — | 22,377 | $789.68K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +9,460 | — | 9,460 | $333.84K | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | Buy | +7,810 | — | 7,810 | $275.62K | Q4 2025 | Feb 17, 2026 |
| Tableaux Llc | Buy | +25,694 | — | 25,694 | $906.74K | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | Buy | +18,567 | — | 18,567 | $655.23K | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, Llc | Buy | +13,717 | — | 13,717 | $484.07K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +8,874 | — | 8,874 | $313.16K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +8,519 | — | 8,519 | $300.64K | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Buy | +8,361 | — | 8,361 | $295.06K | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +7,969 | — | 7,969 | $281.23K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +334,716 | — | 334,716 | $11.81M | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +260,189 | — | 260,189 | $9.18M | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +12,532 | — | 12,532 | $442.25K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +400 | — | 400 | $14.12K | Q4 2025 | Feb 12, 2026 |
| Stirlingshire Investments, Inc. | Buy | +13,551 | — | 13,551 | $478.21K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +571 | — | 571 | $20.15K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +53,995 | — | 53,995 | $1.91M | Q4 2025 | Feb 10, 2026 |
| Arista Wealth Management, Llc | Buy | +30,095 | — | 30,095 | $1.06M | Q4 2025 | Feb 09, 2026 |
| Harbour Investments, Inc. | Buy | +26,912 | — | 26,912 | $949.72K | Q4 2025 | Feb 09, 2026 |
| Ifp Advisors, Inc | Buy | +4,698 | — | 4,698 | $165.79K | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | Buy | +61,171 | — | 61,171 | $2.16M | Q4 2025 | Feb 05, 2026 |
| Bright Futures Wealth Management, Llc. | Buy | +26,451 | — | 26,451 | $933.46K | Q4 2025 | Feb 05, 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.