EAGL

Eagle Capital Select Equity ETF

26 hedge funds and large institutions have $153M invested in Eagle Capital Select Equity ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and closing their positions.

Holders
26
Holders Change
+9
Holders Change %
+52.94%
% of All Funds
0.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
9
Increased
6
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CB
1
Commerce Bank
Missouri
$21.4M 783,230
BFS
2
Burkett Financial Services
South Carolina
$17.6M 644,690 +644,690 New
ST
3
Sentinel Trust
Texas
$13.5M 493,735
SWM
4
Sendero Wealth Management
Texas
$13.1M 477,524 +22,868 +5%
RDWM
5
Red Door Wealth Management
Tennessee
$11.5M 421,994 -570 -0.1%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$11.3M 412,587
SWG
7
Summit Wealth Group
Vermont
$11.1M 406,691 +290 +0.1%
UB
8
UMB Bank
Missouri
$11.1M 406,381
YIA
9
YHB Investment Advisors
Connecticut
$8.54M 312,008
PC
10
Permanens Capital
New York
$5.64M 206,307 +88,252 +75%
AO
11
Advisor OS
Illinois
$4.68M 170,898 -35,525 -17%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.39M 160,660 +6,054 +4%
Brown Advisory
13
Brown Advisory
Maryland
$3.73M 136,172 +136,172 New
GT
14
Glenmede Trust
Pennsylvania
$2.85M 104,150 +104,150 New
Northern Trust
15
Northern Trust
Illinois
$2.65M 96,770 -78,186 -45%
Corient Private Wealth
16
Corient Private Wealth
Florida
$2.46M 89,805
Jane Street
17
Jane Street
New York
$1.4M 51,303 +51,303 New
CA
18
Clearstead Advisors
Ohio
$1.3M 47,528 +47,528 New
BW
19
Bison Wealth
Georgia
$1.06M 38,613 +29,784 +337%
Lazard Asset Management
20
Lazard Asset Management
New York
$825K 30,145 +30,145 New
KFC
21
Klingenstein Fields & Co
New York
$629K 22,991 +9,357 +69%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$511K 18,663 +18,663 New
UBS Group
23
UBS Group
Switzerland
$496K 18,111 +18,111 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$356K 13,021 +13,021 New
ACGA
25
Atlanta Consulting Group Advisors
Georgia
$353K 12,908 -1,972 -13%