EAGLE CAPITAL SELECT EQTY EAGL

US
$32.96
+1.1%
52w: $29.08 – $33.83

Latest 13F among current holders filed 38 days ago (May 28, 2026)

Price — last 12 months

research preview data
29.0831.4633.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
+9 QoQ
13F value
$1.58B
+42.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026

Institutional value by quarter

$59.4M
Q1 2024
$118.9M
Q2 2024
$153.1M
Q3 2024
$189.5M
Q4 2024
$313.9M
Q1 2025
$673.5M
Q2 2025
$930.2M
Q3 2025
$1.11B
Q4 2025
$1.58B
Q1 2026

Number of holders

9
Q1 2024
18
Q2 2024
28
Q3 2024
34
Q4 2024
40
Q1 2025
41
Q2 2025
49
Q3 2025
48
Q4 2025
57
Q1 2026

Who owns EAGL?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BROWN ADVISORY INC Diversified mechanical11.6M$353.1M0.6%+71.4%
BROWN BROTHERS HARRIMAN & CO Diversified mechanical8.2M$249.9M1.3%+242.8%
Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York Wealth advisor5.8M$175.7M40.7%+36.2%
Cresset Asset Management, LLC Wealth advisor3.8M$115.3M0.5%-0.2%
Sendero Wealth Management, LLC Wealth advisor2.7M$83.0M9.2%+16.2%
CITADEL ADVISORS LLC Multistrat pod2.7M$81.2M0.1%New
GLENMEDE TRUST CO NA Diversified mechanical1.9M$59.1M0.3%+10.9%
LAZARD ASSET MANAGEMENT LLC Diversified mechanical1.5M$44.9M0.1%+30.6%
BCS Private Wealth Management, Inc. Other1.3M$40.5M12.3%+32.0%
JPMORGAN CHASE & CO Bank broker1.4M$40.5M0.0%-0.1%
MORGAN STANLEY Bank broker1.2M$35.3M0.0%+749.8%
Red Door Wealth Management, LLC Other1.1M$34.4M3.6%+6.1%
COMMERCE BANK Diversified mechanical807.0K$24.5M0.1%+3.0%
BURKETT FINANCIAL SERVICES, LLC Wealth advisor647.6K$19.7M6.8%Held
CITIZENS FINANCIAL GROUP INC/RI Other612.7K$18.6M0.3%Held
Atlanta Consulting Group Advisors, LLC Wealth advisor576.4K$17.5M3.8%+1.0%
LOWE BROCKENBROUGH & CO INC Other545.1K$16.6M0.8%Held
SENTINEL TRUST CO LBA Wealth advisor493.7K$15.0M1.5%Held
Summit Wealth Group, LLC Wealth advisor365.6K$11.1M2.6%-0.1%
UMB Bank, n.a. Diversified mechanical365.6K$11.1M0.2%Held
Commerce Advisors, LLC Wealth advisor363.6K$11.1M9.3%
Prodigy Asset Management LLC Wealth advisor320.6K$9.8M3.3%Held
YHB Investment Advisors, Inc. Other318.5K$9.7M0.7%Held
UBS Group AG Bank broker300.3K$9.1M0.0%+2.7%
Permanens Capital L.P. Wealth advisor299.1K$9.1M1.2%-62.6%
GC Wealth Management RIA, LLC Other249.6K$7.6M0.3%+16.6%
STIFEL FINANCIAL CORP Diversified mechanical238.1K$7.2M0.0%+56.9%
Clearstead Advisors, LLC Wealth advisor221.3K$6.7M0.1%+9.4%
Greenspring Advisors, LLC Wealth advisor169.9K$5.2M0.3%-51.7%
HighTower Advisors, LLC Diversified mechanical166.6K$5.1M0.0%+0.3%
KLINGENSTEIN FIELDS & CO LP ★2Fundamental diversified158.1K$4.8M0.2%+1.0%
CIBC Bancorp USA Inc. Diversified mechanical156.0K$4.7M0.0%
Fiduciary Alliance LLC Other119.9K$3.9M0.2%+6.5%
Piedmont Capital Management, LLC/NC Wealth advisor117.1K$3.6M2.4%-6.8%
Fund Evaluation Group, LLC Wealth advisor113.0K$3.4M0.1%New
Triangle Securities Wealth Management Other106.5K$3.2M0.7%Held
RAYMOND JAMES FINANCIAL INC Bank broker104.1K$3.2M0.0%+24.9%
ACT Advisors, LLC. Wealth advisor94.4K$2.9M1.2%New
Wind River Trust Co Wealth advisor89.4K$2.7M1.0%New
Advisor OS, LLC Wealth advisor84.3K$2.6M0.2%-1.6%
Sepio Capital, LP Wealth advisor78.3K$2.4M0.1%New
NORTHERN TRUST CORP Index provider72.7K$2.2M0.0%+4.6%
Morse Asset Management, Inc Other63.1K$1.9M0.4%-4.1%
BANK OF AMERICA CORP /DE/ Bank broker53.6K$1.6M0.0%+1956.5%
JONES FINANCIAL COMPANIES LLLP Wealth advisor46.6K$1.4M0.0%+5.6%
Haverford Trust Co Other34.1K$1.0M0.0%Held
Rockefeller Capital Management L.P. Diversified mechanical33.3K$1.0M0.0%+64.0%
JANE STREET GROUP, LLC Market maker23.8K$723K0.0%-14.7%
National Philanthropic Trust Other19.9K$604K0.0%+29.1%
HB Wealth Management, LLC Wealth advisor16.3K$495K0.0%+32.7%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.