Eagle Capital Select Eqty (EAGL)

CUSIP: 88339Y102 | NYSE | 88 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Sendero Wealth Management, LLC3,180,428

10.8% of portfolio$108.2M

Sageworth Trust Co1,673,137

2.1% of portfolio$56.9M

Citigroup Inc1,300,000

0.0% of portfolio$44.2M

Burkett Financial Services, LLC647,552

6.7% of portfolio$22.0M

Citizens Financial Group Inc588,234

0.2% of portfolio$20.0M

Sentinel Trust Co LBA493,735

0.0% of portfolio$16.8K

Commerce Advisors, LLC361,254

5.8% of portfolio$12.3M

YHB Investment Advisors, Inc.347,395

0.7% of portfolio$11.8M

Prodigy Asset Management LLC320,634

3.3% of portfolio$10.9M

GC Wealth Management RIA, LLC216,880

0.4% of portfolio$7.4M

Simon Quick Advisors, LLC207,137

0.3% of portfolio$7.0M

Greenspring Advisors, LLC169,884

0.3% of portfolio$5.8M

Sepio Capital, LP141,809

0.2% of portfolio$4.8M

Fiduciary Alliance LLC126,236

0.3% of portfolio$4.3M

Piedmont Capital Management, LLC121,935

2.5% of portfolio$4.1M

Fund Evaluation Group, LLC112,990

0.1% of portfolio$3.8M

ACT Advisors, Llc.94,398

1.0% of portfolio$3.2M

Sageworth Trust Co of South Dakota90,453

1.8% of portfolio$3.1M

Advisor OS, LLC75,368

0.2% of portfolio$2.6M

Aspiriant, LLC58,062

0.0% of portfolio$2.0M

HB Wealth Management, LLC16,260

0.0% of portfolio$553.3K

Lavelle Capital LP8,396

0.1% of portfolio$285.7K

Commonwealth Equity Services, LLC6,061

0.0% of portfolio$206.3K

				Style	Turnover	Location	Filed
Sendero Wealth Management, LLC	3,180,428	$108.2M	10.8%	GARP	Low	San Antonio, TX	2026-10-14
Sageworth Trust Co	1,673,137	$56.9M	2.1%	ETF	Low	Lancaster, PA	2026-10-30
Citigroup Inc	1,300,000	$44.2M	0.0%	Core	Medium	New York, NY	2026-11-04
Burkett Financial Services, LLC	647,552	$22.0M	6.7%	ETF	Low	Rock Hill, SC	2026-10-01
Citizens Financial Group Inc	588,234	$20.0M	0.2%	Growth	Low	Providence, RI	2026-10-23
Sentinel Trust Co LBA	493,735	$16.8K	0.0%	ETF	Very Low	Houston, TX	2026-11-03
Commerce Advisors, LLC	361,254	$12.3M	5.8%	ETF	Low	Memphis, TN	2026-10-19
YHB Investment Advisors, Inc.	347,395	$11.8M	0.7%	Growth	Low	West Hartford, CT	2026-10-08
Prodigy Asset Management LLC	320,634	$10.9M	3.3%	ETF	Low	Omaha, NE	2026-10-28
GC Wealth Management RIA, LLC	216,880	$7.4M	0.4%	Growth	Medium	Cambridge, MA	2026-11-02
Simon Quick Advisors, LLC	207,137	$7.0M	0.3%	ETF	Low	Morristown, NJ	2026-10-26
Greenspring Advisors, LLC	169,884	$5.8M	0.3%	ETF	Very Low	Towson, MD	2026-11-05
Sepio Capital, LP	141,809	$4.8M	0.2%	ETF	Low	Salt Lake City, UT	2026-10-22
Fiduciary Alliance LLC	126,236	$4.3M	0.3%	Core	Medium	Greenville, SC	2026-10-13
Piedmont Capital Management, LLC	121,935	$4.1M	2.5%	Core	Low	Greensboro, NC	2026-10-21
Fund Evaluation Group, LLC	112,990	$3.8M	0.1%	ETF	Low	Cincinnati, OH	2026-11-05
ACT Advisors, Llc.	94,398	$3.2M	1.0%	ETF	Medium	Asheville, NC	2026-10-15
Sageworth Trust Co of South Dakota	90,453	$3.1M	1.8%	ETF	Low	Sioux Falls, SD	2026-10-30
Advisor OS, LLC	75,368	$2.6M	0.2%	ETF	Medium	Chicago, IL	2026-11-03
Aspiriant, LLC	58,062	$2.0M	0.0%	ETF	Very Low	Los Angeles, CA	2026-10-16
HB Wealth Management, LLC	16,260	$553.3K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Lavelle Capital LP	8,396	$285.7K	0.1%	Growth	High	San Francisco, CA	2026-11-03
Commonwealth Equity Services, LLC	6,061	$206.3K	0.0%	ETF	Low	Waltham, MA	2026-11-02