EAGL Institutional Ownership
Eagle Capital Select Equity ETF
1W: -1.2%
1M: -4.8%
3M: +2.8%
YTD: +4.2%
1Y: +8.1%
$34.05
+0.20 (+0.58%)
Weekly Expected Move ±1.7%
$33
$33
$34
$35
$35
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — EAGL
71
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
15
New Positions
24
Increased
16
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BROWN ADVISORY INC | 12,883,772 | $439M | +1,276,713 | +11.0% | 8Q | SEC ↗ |
| 2 | BROWN BROTHERS HARRIMAN & CO | 10,030,295 | $341M | +1,815,065 | +22.1% | 5Q | SEC ↗ |
| 3 | Rector, Church-Wardens & Vestrymen of | 5,774,371 | $197M | — | +0.0% | 6Q | SEC ↗ |
| 4 | Cresset Asset Management, LLC | 3,788,691 | $129M | -1,168 | -0.0% | 5Q | SEC ↗ |
| 5 | Sendero Wealth Management, LLC | 2,890,417 | $98M | +160,949 | +5.9% | 10Q | SEC ↗ |
| 6 | GLENMEDE TRUST CO NA | 1,916,536 | $65M | -25,788 | -1.3% | 3Q | SEC ↗ |
| 7 | LAZARD ASSET MANAGEMENT LLC | 1,654,534 | $56M | +178,838 | +12.1% | 8Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 1,421,742 | $48M | +49,187 | +3.6% | 7Q | SEC ↗ |
| 9 | MORGAN STANLEY | 1,234,503 | $42M | +73,699 | +6.3% | 6Q | SEC ↗ |
| 10 | Red Door Wealth Management, LLC | 1,202,085 | $41M | +71,857 | +6.4% | 9Q | SEC ↗ |
| 11 | BCS Private Wealth Management, Inc. | 963,385 | $33M | -369,223 | -27.7% | 5Q | SEC ↗ |
| 12 | Sageworth Trust Co NEW | 928,999 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 13 | COMMERCE BANK | 839,112 | $29M | +32,118 | +4.0% | 10Q | SEC ↗ |
| 14 | BURKETT FINANCIAL SERVICES, LLC | 647,552 | $22M | — | +0.0% | 8Q | SEC ↗ |
| 15 | CITIZENS FINANCIAL GROUP INC/RI | 588,234 | $20M | -24,462 | -4.0% | 4Q | SEC ↗ |
| 16 | UBS Group AG | 577,899 | $20M | +277,556 | +92.4% | 8Q | SEC ↗ |
| 17 | Atlanta Consulting Group Advisors, LLC | 565,484 | $19M | -10,962 | -1.9% | 9Q | SEC ↗ |
| 18 | LOWE BROCKENBROUGH & CO INC | 545,058 | $19M | — | +0.0% | 5Q | SEC ↗ |
| 19 | SENTINEL TRUST CO LBA | 493,735 | $17M | — | +0.0% | 9Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 486,636 | $17M | +433,064 | +808.4% | 5Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 462,995 | $16M | -2,205,736 | -82.7% | 2Q | SEC ↗ |
| 22 | UMB Bank, n.a. | 365,626 | $12M | — | +0.0% | 9Q | SEC ↗ |
| 23 | Summit Wealth Group, LLC | 365,626 | $12M | — | +0.0% | 10Q | SEC ↗ |
| 24 | Commerce Advisors, LLC | 357,737 | $12M | -5,903 | -1.6% | 2Q | SEC ↗ |
| 25 | Permanens Capital L.P. | 356,498 | $12M | +57,361 | +19.2% | 9Q | SEC ↗ |
| 26 | YHB Investment Advisors, Inc. | 347,395 | $12M | +28,877 | +9.1% | 10Q | SEC ↗ |
| 27 | Prodigy Asset Management LLC | 320,634 | $11M | — | +0.0% | 7Q | SEC ↗ |
| 28 | CIBC Bancorp USA Inc. | 285,999 | $10M | +129,999 | +83.3% | 2Q | SEC ↗ |
| 29 | TWO SIGMA INVESTMENTS, LP NEW | 266,740 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 244,283 | $8M | +6,193 | +2.6% | 6Q | SEC ↗ |
| 31 | Clearstead Advisors, LLC | 229,801 | $8M | +8,507 | +3.8% | 8Q | SEC ↗ |
| 32 | Wind River Trust Co | 218,463 | $7M | +129,097 | +144.5% | 2Q | SEC ↗ |
| 33 | GC Wealth Management RIA, LLC | 217,728 | $7M | -31,894 | -12.8% | 4Q | SEC ↗ |
| 34 | SIMON QUICK ADVISORS, LLC NEW | 207,137 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 173,961 | $6M | +7,369 | +4.4% | 9Q | SEC ↗ |
| 36 | Greenspring Advisors, LLC | 169,884 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 37 | KLINGENSTEIN FIELDS & CO LP | 164,998 | $6M | +6,857 | +4.3% | 9Q | SEC ↗ |
| 38 | Fiduciary Alliance LLC | 125,365 | $4M | +5,424 | +4.5% | 7Q | SEC ↗ |
| 39 | Piedmont Capital Management, LLC/NC | 121,415 | $4M | +4,350 | +3.7% | 3Q | SEC ↗ |
| 40 | Fund Evaluation Group, LLC | 112,990 | $4M | — | +0.0% | 2Q | SEC ↗ |
| 41 | Triangle Securities Wealth Management | 105,000 | $4M | -1,500 | -1.4% | 7Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 95,626 | $3M | -8,503 | -8.2% | 7Q | SEC ↗ |
| 43 | ACT Advisors, LLC. | 94,398 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 44 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV NEW | 84,697 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 45 | GOLDMAN SACHS GROUP INC NEW | 83,902 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Sepio Capital, LP | 78,643 | $3M | +293 | +0.4% | 2Q | SEC ↗ |
| 47 | Advisor OS, LLC | 76,400 | $3M | -7,931 | -9.4% | 10Q | SEC ↗ |
| 48 | NORTHERN TRUST CORP | 72,689 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 49 | ROYAL BANK OF CANADA NEW | 61,585 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | ASPIRIANT, LLC NEW | 58,062 | $2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Sageworth Trust Co | 928,999 | $32M |
| TWO SIGMA INVESTMENTS, LP | 266,740 | $9M |
| SIMON QUICK ADVISORS, LLC | 207,137 | $7M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 84,697 | $3M |
| GOLDMAN SACHS GROUP INC | 83,902 | $3M |
| ROYAL BANK OF CANADA | 61,585 | $2M |
| ASPIRIANT, LLC | 58,062 | $2M |
| Quantinno Capital Management LP | 56,813 | $2M |
| Sageworth Trust Co of South Dakota | 32,488 | $1M |
| PNC Financial Services Group, Inc. | 26,664 | $908K |
| XP Advisory US, Inc. | 23,422 | $797K |
| FLOW TRADERS U.S. LLC | 15,570 | $530K |
| MARSHALL WACE, LLP | 14,871 | $506K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,072 | $479K |
| Ameritas Advisory Services, LLC | 4,000 | $136K |
| Sunbelt Securities, Inc. | 150 | $5K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 23,753 | $809K |
| BANK OF MONTREAL /CAN | 6,965 | $237K |
| MSA Advisors, LLC | 5,050 | $172K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | +1,815,065 | +22.1% | 10,030,295 |
| BROWN ADVISORY INC | +1,276,713 | +11.0% | 12,883,772 |
| BANK OF AMERICA CORP /DE | +433,064 | +808.4% | 486,636 |
| UBS Group AG | +277,556 | +92.4% | 577,899 |
| LAZARD ASSET MANAGEMENT LLC | +178,838 | +12.1% | 1,654,534 |
| Sendero Wealth Management, LLC | +160,949 | +5.9% | 2,890,417 |
| CIBC Bancorp USA Inc. | +129,999 | +83.3% | 285,999 |
| Wind River Trust Co | +129,097 | +144.5% | 218,463 |
| MORGAN STANLEY | +73,699 | +6.3% | 1,234,503 |
| Red Door Wealth Management, LLC | +71,857 | +6.4% | 1,202,085 |
| Permanens Capital L.P. | +57,361 | +19.2% | 356,498 |
| JPMORGAN CHASE & CO | +49,187 | +3.6% | 1,421,742 |
| COMMERCE BANK | +32,118 | +4.0% | 839,112 |
| YHB Investment Advisors, Inc. | +28,877 | +9.1% | 347,395 |
| Clearstead Advisors, LLC | +8,507 | +3.8% | 229,801 |
| HighTower Advisors, LLC | +7,369 | +4.4% | 173,961 |
| KLINGENSTEIN FIELDS & CO LP | +6,857 | +4.3% | 164,998 |
| STIFEL FINANCIAL CORP | +6,193 | +2.6% | 244,283 |
| Fiduciary Alliance LLC | +5,424 | +4.5% | 125,365 |
| Piedmont Capital Management, LLC/NC | +4,350 | +3.7% | 121,415 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -2,205,736 | -82.7% | 462,995 |
| BCS Private Wealth Management, Inc. | -369,223 | -27.7% | 963,385 |
| GC Wealth Management RIA, LLC | -31,894 | -12.8% | 217,728 |
| GLENMEDE TRUST CO NA | -25,788 | -1.3% | 1,916,536 |
| CITIZENS FINANCIAL GROUP INC/RI | -24,462 | -4.0% | 588,234 |
| Atlanta Consulting Group Advisors, | -10,962 | -1.9% | 565,484 |
| RAYMOND JAMES FINANCIAL INC | -8,503 | -8.2% | 95,626 |
| Advisor OS, LLC | -7,931 | -9.4% | 76,400 |
| Morse Asset Management, Inc | -7,450 | -11.8% | 55,650 |
| Commerce Advisors, LLC | -5,903 | -1.6% | 357,737 |
| JONES FINANCIAL COMPANIES LLLP | -4,216 | -9.0% | 42,418 |
| Triangle Securities Wealth Manageme | -1,500 | -1.4% | 105,000 |
| Cresset Asset Management, LLC | -1,168 | -0.0% | 3,788,691 |
| LPL Financial LLC | -500 | -6.1% | 7,650 |