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Eagle Capital Select Equity ETF (EAGL) Institutional Ownership

Eagle Capital Select Equity ETF logo
$35.27 -0.09 (-0.25%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eagle Capital Select Equity ETF (NYSEARCA:EAGL)

Current
Institutional Ownership
Percentage
65.27%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$410.96M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.12M
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EAGL Institutional Buying and Selling by Quarter

Eagle Capital Select Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2026 Lavelle Capital LP8,396$255K0.2%N/A0.007%
5/26/2026 Glenmede Trust Co. NA1,942,324$59.09M0.3%+10.9%1.524%
5/19/2026Bank of America Corp DE53,572$1.63M0.0%+1,956.5%0.042%
5/18/2026MSA Advisors LLC5,050$154K0.0%N/A0.004%
5/16/2026Lazard Asset Management LLC1,475,696$44.89M0.1%+30.6%1.158%
5/14/2026 GC Wealth Management RIA LLC249,622$7.59M0.3%+16.6%0.196%
5/4/2026 Summit Wealth Group LLC365,626$11.12M2.6%-0.1%0.287%
4/27/2026 HB Wealth Management LLC16,260$495K0.0%+32.7%0.013%
4/22/2026 Red Door Wealth Management LLC1,130,228$34.38M3.6%+6.1%0.895%
4/21/2026Piedmont Capital Management LLC NC117,065$3.56M2.4%-6.8%0.091%
4/21/2026 Fiduciary Alliance LLC119,941$3.87M0.2%+6.5%0.093%
3/17/2026Rockefeller Capital Management L.P.20,303$659K0.0%N/A0.018%
2/17/2026Lazard Asset Management LLC1,129,543$36.66M0.1%+43.1%0.986%
2/17/2026&PARTNERS6,754$219K0.0%N/A0.006%
2/16/2026Piedmont Capital Management LLC NC125,665$4.08M2.7%N/A0.110%
2/16/2026Brown Advisory Inc.6,772,608$219.84M0.3%+50.4%5.913%
2/13/2026 Stifel Financial Corp151,720$4.93M0.0%+56.7%0.132%
2/12/2026Jane Street Group LLC27,838$904K0.0%+49.0%0.024%
2/12/2026 Brown Brothers Harriman & Co.2,396,201$77.78M0.4%+125.3%2.092%
2/11/2026Atlanta Consulting Group Advisors LLC570,814$18.53M4.2%-1.0%0.498%
2/11/2026 LPL Financial LLC8,150$265K0.0%-12.8%0.007%
2/11/2026 JPMorgan Chase & Co.1,373,501$44.58M0.0%+8.3%1.199%
2/10/2026 Greenspring Advisors LLC351,668$11.42M0.7%N/A0.307%
2/10/2026 Prodigy Asset Management LLC320,634$10.41M3.7%+0.5%0.280%
2/9/2026 Clearstead Advisors LLC202,195$6.56M0.1%+13.1%0.177%
2/6/2026 HighTower Advisors LLC166,087$5.39M0.0%-1.2%0.145%
2/4/2026 Advisor OS LLC85,695$2.78M0.2%-0.4%0.074%
2/3/2026Morse Asset Management Inc65,800$2.14M0.4%-3.6%0.057%
1/30/2026 Citizens Financial Group Inc. RI612,696$19.89M0.3%+13.3%0.536%
1/30/2026 GC Wealth Management RIA LLC214,056$6.95M0.3%+26.3%0.187%
1/29/2026UBS Group AG292,337$9.49M0.0%+78.0%0.259%
1/22/2026 Fiduciary Alliance LLC112,596$3.66M0.2%+8.8%0.100%
1/20/2026 Red Door Wealth Management LLC1,065,445$34.58M3.6%+14.5%0.947%
1/16/2026 YHB Investment Advisors Inc.318,518$10.34M0.7%+2.1%0.280%
1/13/2026 Sendero Wealth Management LLC2,349,314$76.26M8.5%+28.6%2.106%
1/5/2026 Burkett Financial Services LLC647,552$21.02M7.2%+0.5%0.595%
1/1/2026 JPMorgan Chase & Co.1,267,812$39.63M0.0%+9.8%1.208%
11/21/2025CIBC Bancorp USA Inc.1,772,872$55.42M0.2%N/A1.689%
11/20/2025 Wilmington Savings Fund Society FSB56,164$1.76M0.0%+11.6%0.054%
11/17/2025Susquehanna International Group LLP6,876$215K0.0%N/A0.007%
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11/17/2025Permanens Capital L.P.764,024$23.88M3.6%+0.5%0.728%
11/17/2025Morse Asset Management Inc68,245$2.13M0.4%+87.0%0.065%
11/17/2025Ehrenkranz Partners L.P.744,416$23.27M20.4%N/A0.709%
11/17/2025Bank of America Corp DE7,554$236K0.0%-40.5%0.007%
11/14/2025Lazard Asset Management LLC789,479$24.68M0.0%+46.4%0.752%
11/14/2025Raymond James Financial Inc.80,337$2.51M0.0%+28.0%0.077%
11/14/2025 Brown Brothers Harriman & Co.1,063,701$33.25M0.2%+164.7%1.013%
11/14/2025Glenmede Investment Management LP1,411,288$44.12M0.2%+42.4%1.344%
11/13/2025UBS Group AG164,229$5.13M0.0%+20.5%0.156%
11/12/2025Cresset Asset Management LLC3,805,350$118.96M0.4%+0.5%3.625%
11/12/2025 Advisor OS LLC86,017$2.69M0.2%-1.1%0.082%
11/10/2025 Clearstead Advisors LLC178,839$5.59M0.1%+50.4%0.170%
11/7/2025 JPMorgan Chase & Co.1,267,812$39.63M0.0%+9.8%1.208%
11/6/2025Ameritas Advisory Services LLC3,000$94K0.0%N/A0.003%
11/5/2025Atlanta Consulting Group Advisors LLC576,689$18.03M4.4%+0.3%0.545%
11/5/2025 Lowe Brockenbrough & Co. Inc.545,058$17.04M0.9%+13.6%0.516%
10/28/2025 Wilmington Savings Fund Society FSB56,164$1.76M0.0%+11.6%0.054%
10/28/2025 BCS Private Wealth Management Inc.1,009,560$31.56M11.3%-0.8%0.967%
10/24/2025 Citizens Financial Group Inc. RI540,739$16.90M0.2%N/A0.519%
10/23/2025 HB Wealth Management LLC12,250$383K0.0%N/A0.012%
10/21/2025Rector Church Wardens & Vestrymen of Trinity Church in the City of New York4,238,092$132.48M56.6%+24.1%4.052%
10/15/2025 Triangle Securities Wealth Management106,500$3.33M0.8%-23.4%0.103%
10/10/2025 Red Door Wealth Management LLC930,288$29.08M3.1%+82.6%0.902%
10/8/2025 Fiduciary Alliance LLC103,507$3.24M0.2%+9.0%0.101%
10/8/2025 Sendero Wealth Management LLC1,827,062$57.11M6.7%+14.6%1.776%
8/15/2025Lazard Asset Management LLC539,338$16.28M0.0%+137.5%0.541%
8/15/2025Bank of America Corp DE12,704$383K0.0%N/A0.013%
8/14/2025Raymond James Financial Inc.62,747$1.89M0.0%+26.7%0.063%
8/14/2025 BCS Private Wealth Management Inc.1,017,763$30.72M11.5%N/A1.021%
8/13/2025Cresset Asset Management LLC3,784,928$114.23M0.5%N/A3.798%
8/13/2025Brown Advisory Inc.2,499,969$75.45M0.1%+162.6%2.509%
8/12/2025 JPMorgan Chase & Co.1,154,552$34.84M0.0%+156.1%1.180%
8/8/2025Atlanta Consulting Group Advisors LLC574,844$17.35M4.7%-3.9%0.587%
7/29/2025Wealthstream Advisors Inc.175,834$5.31M0.9%-8.4%0.180%
7/22/2025 Sendero Wealth Management LLC1,593,833$48.10M6.0%+37.2%1.629%
7/9/2025 Fiduciary Alliance LLC94,947$2.87M0.2%+57.9%0.097%
5/19/2025Jane Street Group LLC39,137$1.10M0.0%N/A0.043%
5/16/2025Permanens Capital L.P.497,280$13.93M2.5%+99.2%0.550%
5/13/2025HighTower Advisors LLC189,495$5.31M0.0%-1.3%0.210%
5/12/2025MSA Advisors LLC11,000$308K0.1%+22.2%0.012%
5/7/2025Wealthstream Advisors Inc.192,018$5.38M1.0%-3.5%0.212%
5/6/2025Advisor OS LLC101,037$2.83M0.3%-9.6%0.112%
4/30/2025Prodigy Asset Management LLC318,889$8.93M7.2%+0.2%0.368%
4/30/2025Brown Advisory Inc.952,170$26.67M0.0%+142.5%1.098%
4/29/2025Rector Church Wardens & Vestrymen of Trinity Church in the City of New York1,435,235$40.20M18.3%N/A1.655%
4/28/2025Klingenstein Fields & Co. LP38,351$1.07M0.0%+209.3%0.044%
4/25/2025Red Door Wealth Management LLC456,175$12.78M1.9%+5.4%0.526%
4/10/2025Sendero Wealth Management LLC1,161,461$32.53M4.5%+74.8%1.386%
4/10/2025Triangle Securities Wealth Management139,000$3.89M1.0%-1.0%0.166%
4/9/2025Fiduciary Alliance LLC60,113$1.68M0.2%+18.1%0.072%
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2/17/2025Prodigy Asset Management LLC318,377$8.87M7.6%N/A0.440%
2/17/2025Lazard Asset Management LLC58,875$1.64M0.0%+95.3%0.081%
2/17/2025Brown Advisory Inc.392,593$10.93M0.0%+188.3%0.543%
2/14/2025Northern Trust Corp69,518$1.94M0.0%-28.2%0.096%
2/13/2025Raymond James Financial Inc.13,021$363K0.0%N/A0.018%
2/12/2025MSA Advisors LLC9,000$251K0.1%N/A0.012%
2/12/2025JPMorgan Chase & Co.38,210$1.06M0.0%N/A0.053%
2/10/2025Corient Private Wealth LLC27,849$776K0.0%-69.0%0.039%
2/7/2025HighTower Advisors LLC191,988$5.35M0.0%+19.5%0.266%
2/6/2025Raymond James Financial Inc.13,021$363K0.0%N/A0.018%


EAGL Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 institutional investors and hedge funds held shares of Eagle Capital Select Equity ETF. The most heavily invested institutionals were Brown Advisory Inc. ($219.84M), Rector Church Wardens & Vestrymen of Trinity Church in the City of New York ($132.48M), Cresset Asset Management LLC ($118.96M), Brown Brothers Harriman & Co. ($77.78M), Sendero Wealth Management LLC ($76.26M), Glenmede Trust Co. NA ($59.09M), and CIBC Bancorp USA Inc. ($55.42M).Learn more on Eagle Capital Select Equity ETF's institutional investors.

65.27% of Eagle Capital Select Equity ETF's stock is owned by institutional investors. Learn more on EAGL's institutional investor holdings.

Of the 43 institutional investors that purchased Eagle Capital Select Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Advisory Inc. ($4.63M), Cresset Asset Management LLC ($3.81M), Rector Church Wardens & Vestrymen of Trinity Church in the City of New York ($2.26M), Brown Brothers Harriman & Co. ($1.99M), Sendero Wealth Management LLC ($1.89M), CIBC Bancorp USA Inc. ($1.77M), and Lazard Asset Management LLC ($1.28M).

Institutional investors have bought a total of 12,963,423 shares in the last 24 months. This purchase volume represents approximately $410.96M in transactions.

Of the 10 institutional investors that sold Eagle Capital Select Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Triangle Securities Wealth Management ($32.50K), Piedmont Capital Management LLC NC ($8.60K), BCS Private Wealth Management Inc. ($8.20K), Atlanta Consulting Group Advisors LLC ($5.88K), Bank of America Corp DE ($5.15K), Morse Asset Management Inc ($2.45K), and HighTower Advisors LLC ($2.05K).

Institutional investors have sold a total of 67,666 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.


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Institutional ownership data for NYSEARCA:EAGL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/28/2026. New 13F filings are added each quarter as they're published.
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