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Eagle Capital Select Equity ETF (EAGL) Institutional Ownership

Eagle Capital Select Equity ETF logo
$27.28 +0.16 (+0.57%)
As of 01:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eagle Capital Select Equity ETF (NYSEARCA:EAGL)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$131.50M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.48M
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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
4/10/2025 Sendero Wealth Management LLC1,161,461$32.53M4.5%+74.8%1.386%
4/10/2025 Triangle Securities Wealth Management139,000$3.89M1.0%-1.0%0.166%
4/9/2025 Fiduciary Alliance LLC60,113$1.68M0.2%+18.1%0.072%
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%
2/5/2025Advisor OS LLC111,714$3.11M0.4%-34.6%0.154%
2/4/2025Summit Wealth Group LLC365,971$10.19M3.0%-10.0%0.506%
2/4/2025Wealthstream Advisors Inc.198,935$5.54M1.0%N/A0.275%
1/30/2025Klingenstein Fields & Co. LP12,399$345K0.0%-46.1%0.017%
1/17/2025Red 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%
1/15/2025HB 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%
8/1/2024 YHB 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%
7/17/2024Red 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%
4/26/2024 YHB Investment Advisors Inc.319,608$8.06M0.7%N/A0.446%
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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, 26 institutional investors and hedge funds held shares of Eagle Capital Select Equity ETF. The most heavily invested institutionals were Sendero Wealth Management LLC ($32.53M), Burkett Financial Services LLC ($17.94M), Commerce Bank ($17.34M), Red Door Wealth Management LLC ($12.05M), Brown Advisory Inc. ($10.93M), Summit Wealth Group LLC ($10.19M), and UMB Bank n.a. ($10.18M).Learn more on EAGL's institutional investors.

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

Of the 21 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: Sendero Wealth Management LLC ($1.16M), Commerce Bank ($686.71K), 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 5,362,848 shares in the last 24 months. This purchase volume represents approximately $142.97M in transactions.

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

Of the 11 institutional investors that sold Eagle Capital Select Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisor OS LLC ($66.96K), Corient Private Wealth LLC ($61.96K), UMB Bank n.a. ($40.76K), Summit Wealth Group LLC ($40.72K), Northern Trust Corp ($27.25K), Klingenstein Fields & Co. LP ($10.59K), and Flow Traders U.S. LLC ($9.61K).

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

Institutional investors have sold a total of 269,533 shares in the last 24 months. This volume of shares sold represents approximately $7.48M in transactions.



This page (NYSEARCA:EAGL) was last updated on 4/25/2025 by MarketBeat.com Staff
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