EDD — Institutional owners (13F)

72 filers · $137.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
EVERGREEN CAPITAL MANAGEMENT LLC $21,465,545 3,508,478 15.64% Shares
Pathstone Holdings, LLC $20,971,241 3,566,538 15.28% Shares
MORGAN STANLEY $18,761,949 3,190,806 13.67% Shares
Beacon Pointe Advisors, LLC $13,496,041 2,295,245 9.84% Shares
WELLS FARGO & COMPANY/MN $12,581,152 2,139,652 9.17% Shares
BANK OF AMERICA CORP /DE/ $10,272,268 1,746,984 7.49% Shares
Invesco Ltd. $7,750,792 1,318,162 5.65% Shares
Rareview Capital LLC $5,366,513 1,048,147 3.91% Shares
RAYMOND JAMES FINANCIAL INC $3,035,034 516,162 2.21% Shares
Fiera Capital Corp $2,969,829 505,073 2.16% Shares
PenderFund Capital Management Ltd. $2,968,224 504,800 2.16% Shares
LPL Financial LLC $1,527,272 259,740 1.11% Shares
HighTower Advisors, LLC $1,497,601 254,694 1.09% Shares
UBS Group AG $1,319,378 224,384 0.96% Shares
Cetera Investment Advisers $1,229,551 209,107 0.90% Shares
&PARTNERS $1,216,287 207,214 0.89% Shares
ROYAL BANK OF CANADA $1,094,000 185,989 0.80% Shares
Bramshill Investments, LLC $832,996 141,666 0.61% Shares
GUGGENHEIM CAPITAL LLC $708,399 120,476 0.52% Shares
Kaizen Financial Strategies $685,601 118,616 0.50% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $612,990 104,250 0.45% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $527,605 89,729 0.38% Shares
IMC-Chicago, LLC $473,957 80,605 0.35% Shares
Capital Investment Advisors, LLC $410,470 69,808 0.30% Shares
Ancora Advisors LLC $383,694 65,254 0.28% Shares
Kestra Advisory Services, LLC $377,220 64,153 0.27% Shares
New England Private Wealth Advisors LLC $363,270 61,781 0.26% Shares
Alexander Randolph Advisory, Inc. $337,336 57,370 0.25% Shares
Moors & Cabot, Inc. $320,378 54,486 0.23% Shares
Burford Brothers, Inc. $287,297 48,860 0.21% Shares
Closed-End Fund Advisors, Inc. $279,329 47,505 0.20% Shares
E&G Advisors, LLC $263,130 44,750 0.19% Shares
Pekin Hardy Strauss, Inc. $227,644 38,715 0.17% Shares
OSAIC HOLDINGS, INC. $213,338 36,277 0.16% Shares
READYSTATE ASSET MANAGEMENT LP $193,534 32,914 0.14% Shares
Rockefeller Capital Management L.P. $193,111 32,842 0.14% Shares
FIFTH THIRD BANCORP $173,009 29,423 0.13% Shares
COMERICA BANK $160,730 29,600 0.12% Shares
UHLMANN PRICE SECURITIES, LLC $136,199 23,161 0.10% Shares
Papamarkou Wellner Asset Management inc. $126,420 21,500 0.09% Shares
McGowan Group Asset Management, Inc. $120,251 20,451 0.09% Shares
Stratos Wealth Partners, LTD. $109,190 18,569 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $107,951 18,359 0.08% Shares
US BANCORP \DE\ $105,975 18,023 0.08% Shares
NewEdge Advisors, LLC $103,147 17,542 0.08% Shares
TWO SIGMA SECURITIES, LLC $101,224 17,215 0.07% Shares
COLDSTREAM CAPITAL MANAGEMENT INC $95,340 16,214 0.07% Shares
Alpine Global Management, LLC $94,568 16,083 0.07% Shares
CITADEL ADVISORS LLC $91,399 15,544 0.07% Shares
Private Advisor Group, LLC $88,641 15,075 0.06% Shares
HARBOR ADVISORY CORP /MA/ $88,200 15,000 0.06% Shares
BANK OF MONTREAL /CAN/ $63,840 12,000 0.05% Shares
OPINICUS CAPITAL, INC. $60,573 10,301 0.04% Shares
Joel Isaacson & Co., LLC $58,800 10,000 0.04% Shares
Global Retirement Partners, LLC $32,628 5,549 0.02% Shares
Steward Partners Investment Advisory, LLC $13,348 2,270 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13,289 2,260 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $11,343 1,929 0.01% Shares
Osbon Capital Management LLC $10,048 1,709 0.01% Shares
N.E.W. Advisory Services LLC $5,880 1,000 0.00% Shares
WPG Advisers, LLC $5,039 857 0.00% Shares
HARBOUR INVESTMENTS, INC. $4,915 836 0.00% Shares
Thomas J. Herzfeld Advisors, Inc. $4,345 739 0.00% Shares
Atlantic Union Bankshares Corp $4,116 700 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $2,891 501 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,229 379 0.00% Shares
JPMORGAN CHASE & CO $620 103 0.00% Shares
Allworth Financial LP $594 101 0.00% Shares
Cambridge Investment Research Advisors, Inc. $226 38,434 0.00% Shares
WHITTIER TRUST CO $186 32 0.00% Shares
Virtu Financial LLC $85 14,474 0.00% Shares
JTC Employer Solutions Trustee Ltd $59 10,148 0.00% Shares