| 0.08% |
| 4 | L1 Capital Pty Ltd | 14.4M | $448.2M | +38.1% | 6.770% | 15.07% |
| 5 | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 13.7M | $427.0M | β | 6.455% | 16.18% |
| 6 | Helikon Investments Ltd | 11.2M | $347.6M | β | 5.250% | 10.38% |
| 7 | DONALD SMITH & CO., INC. | 8.8M | $272.6M | +20.5% | 4.117% | 4.82% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 7.0M | $216.7M | +19.1% | 3.269% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 5.1M | $158.3M | -0.4% | 2.391% | 0.03% |
| 10 | JENNISON ASSOCIATES LLC | 4.7M | $146.6M | -37.0% | 2.215% | 0.09% |
| 11 | Carrhae Capital LLP | 3.9M | $121.5M | -20.2% | 1.835% | 3.36% |
| 12 | MACKENZIE FINANCIAL CORP | 2.8M | $121.4M | +12.9% | 1.291% | 0.12% |
| 13 | FIL Ltd | 3.7M | $113.7M | +140.7% | 1.715% | 0.08% |
| 14 | JPMORGAN CHASE & CO | 3.4M | $106.0M | +1504.6% | 1.600% | 0.01% |
| 15 | Ninety One UK Ltd | 3.1M | $97.8M | +97.5% | 1.477% | 0.22% |
| 16 | FMR LLC | 2.9M | $90.0M | -24.3% | 1.358% | 0.00% |
| 17 | FRANKLIN RESOURCES INC | 2.8M | $85.6M | +147.0% | 1.292% | 0.02% |
| 18 | AMERICAN CENTURY COMPANIES INC | 2.7M | $84.6M | +8.4% | 1.276% | 0.04% |
| 19 | TT International Asset Management LTD | 2.7M | $82.9M | +35.1% | 1.252% | 10.58% |
| 20 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.7M | $82.6M | +118.2% | 1.246% | 0.06% |
| 21 | ALLIANCEBERNSTEIN L.P. | 2.3M | $79.5M | +7590.5% | 1.087% | 0.03% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 2.1M | $65.5M | +18.8% | 0.988% | 0.01% |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 2.0M | $61.2M | β | 0.923% | 0.01% |
| 24 | BANK OF MONTREAL /CAN/ | 1.9M | $59.5M | +70.8% | 0.899% | 0.02% |
| 25 | SPROTT INC. | 1.9M | $59.0M | +25.6% | 0.891% | 1.87% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EGO β a direct measure of their conviction.
| 70.32% |
| +3.56 pp |
| $2.27B |
| +24% |
| Q4 2024 | 174 | +7.4% | 66.76% | +0.49 pp | $1.83B | 11% |
| Q3 2024 | 162 | β | 66.27% | β | $2.06B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
50 institutions opened new positions in EGO during Q2 2026, while 45 fully exited. 80 added to existing positions and 107 trimmed.
EGO institutional ownership rose by 25.34 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 59.8% of all reported 13F value in EGO, and the top 25 account for 80.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.