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Eagle Capital Select Equity ETF (EAGL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Eagle Capital Select Equity ETF (NYSEARCA:EAGL)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$103.53M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.88M
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EAGL Institutional Buying and Selling by Quarter

Eagle Capital Select Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Red Door Wealth Management LLC432,703$12.05M1.8%+2.5%0.598%
1/16/2025 UMB Bank n.a.365,626$10.18M0.2%-10.0%0.506%
1/15/2025 Triangle Securities Wealth Management140,440$3.91M1.0%N/A0.194%
1/15/2025 HB Wealth Management LLC12,250$341K0.0%N/A0.017%
1/14/2025 Sendero Wealth Management LLC664,359$18.50M2.8%+39.1%0.919%
1/13/2025 Fiduciary Alliance LLC50,894$1.42M0.1%N/A0.070%
1/6/2025 Burkett Financial Services LLC644,021$17.94M7.3%-0.1%0.891%
11/15/2024Jane Street Group LLC51,303$1.40M0.0%N/A0.071%
11/15/2024HighTower Advisors LLC160,660$4.39M0.0%+3.9%0.222%
11/14/2024Flow Traders U.S. LLC8,042$220K0.0%-54.5%0.011%
11/13/2024Glenmede Trust Co. NA104,150$2.85M0.0%N/A0.144%
11/6/2024Atlanta Consulting Group Advisors LLC12,908$353K0.1%-13.3%0.018%
10/30/2024Klingenstein Fields & Co. LP22,991$629K0.0%+68.6%0.032%
10/9/2024 Sendero Wealth Management LLC477,524$13.07M2.1%+5.0%0.660%
10/8/2024 Burkett Financial Services LLC644,690$17.64M7.3%N/A0.892%
8/6/2024Advisor OS LLC206,423$5.46M0.6%-3.6%0.285%
8/1/2024YHB Investment Advisors Inc.312,008$8.26M0.7%-2.4%0.431%
8/1/2024Klingenstein Fields & Co. LP13,634$361K0.0%N/A0.019%
7/29/2024 UMB Bank n.a.406,381$10.76M0.2%N/A0.562%
7/17/2024 Red Door Wealth Management LLC422,564$11.19M2.0%N/A0.584%
5/3/2024Commerce Bank686,710$17.34M0.1%N/A0.957%
5/1/2024Summit Wealth Group LLC406,381$10.25M7.0%N/A0.567%
4/26/2024YHB Investment Advisors Inc.319,608$8.06M0.7%N/A0.446%
4/16/2024 Sendero Wealth Management LLC454,656$11.47M2.0%N/A0.000%
(Data available from 1/1/2016 forward)

EAGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EAGL shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Eagle Capital Select Equity ETF. The most heavily invested institutionals were Sendero Wealth Management LLC ($18.50M), Burkett Financial Services LLC ($17.94M), Commerce Bank ($17.34M), Red Door Wealth Management LLC ($12.05M), Summit Wealth Group LLC ($10.25M), UMB Bank n.a. ($10.18M), and YHB Investment Advisors Inc. ($8.26M).Learn more on EAGL's institutional investors.

Which institutional investors have been buying Eagle Capital Select Equity ETF stock?

Of the 14 institutional investors that purchased Eagle Capital Select Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commerce Bank ($686.71K), Sendero Wealth Management LLC ($664.36K), Burkett Financial Services LLC ($644.69K), Red Door Wealth Management LLC ($433.27K), Summit Wealth Group LLC ($406.38K), UMB Bank n.a. ($406.38K), and YHB Investment Advisors Inc. ($319.61K).

How much institutional buying is happening at Eagle Capital Select Equity ETF?

Institutional investors have bought a total of 3,949,484 shares in the last 24 months. This purchase volume represents approximately $103.53M in transactions.

Which Eagle Capital Select Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Eagle Capital Select Equity ETF stock in the last 24 months: UMB Bank n.a. ($40.76K), Flow Traders U.S. LLC ($9.61K), Advisor OS LLC ($7.78K), YHB Investment Advisors Inc. ($7.60K), Atlanta Consulting Group Advisors LLC ($1.97K), and Burkett Financial Services LLC ($669.00).

How much institutional selling is happening at Eagle Capital Select Equity ETF?

Institutional investors have sold a total of 68,389 shares in the last 24 months. This volume of shares sold represents approximately $1.88M in transactions.



This page (NYSEARCA:EAGL) was last updated on 1/22/2025 by MarketBeat.com Staff
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