HolderBook

EAGLE POINT CR CO (ECC)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

109
Reporting holders
$74.8M
Reported value
0.0%
Held as options
+5
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
STONE POINT CAPITAL LLC$21.7M5,822,728100.00%31qHELD
MORGAN STANLEY$18.6M5,003,2260.00%35q-7.6%-$1.5M
ARES MANAGEMENT LLC$4.5M1,198,4190.19%3q+11.9%+$473.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3.7M955,6290.22%5q+140.5%+$2.1M
Freestone Capital Holdings, LLC$3.4M919,2340.09%26qHELD
Blackstone Inc.$3.0M815,0000.01%2q+8.7%+$241.8K
PFG Investments, LLC$2.4M654,9600.09%10qHELD
Virtus Investment Advisers, LLC$1.3M348,5340.30%6q-25.5%-$443.7K
J.W. COLE ADVISORS, INC.$1.2M320,4560.02%newNEW
&PARTNERS$1.1M282,5990.00%11q-1.6%-$17.2K
Rockefeller Capital Management L.P.$906.0K243,5400.00%27qHELD
Kestra Advisory Services, LLC$791.0K212,6260.00%18q+18.4%+$122.9K
JANE STREET GROUP, LLC$765.4K205,7480.00%6q+3.1%+$23.0K
XTX Topco Ltd$743.7K199,9110.01%3q-16.6%-$148.1K
Keudell/Morrison Wealth Management$716.2K192,5330.14%2q+168.5%+$449.5K
OSAIC HOLDINGS, INC.$711.9K191,3660.00%26q+6.7%+$45.0K
RAYMOND JAMES FINANCIAL INC$689.5K185,3410.00%7q-20.1%-$173.9K
Cetera Investment Advisers$628.3K168,9030.00%10q+18.5%+$98.0K
LPL Financial LLC$440.1K118,3100.00%18q+1.2%+$5.3K
MONEY CONCEPTS CAPITAL CORP$429.1K115,3470.02%7q+1.6%+$6.9K
Private Advisor Group, LLC$373.5K100,4140.00%18q-9.9%-$40.8K
Apollon Wealth Management, LLC$371.6K99,8930.00%7q+3.3%+$12.0K
Magnolia Private Wealth, LLC$336.8K90,5420.18%2q+3.8%+$12.2K
Balboa Wealth Partners$325.6K87,5380.04%7q-2.6%-$8.8K
Marex Group Ltd$297.7K80,0400.00%newNEW
KESTRA PRIVATE WEALTH SERVICES, LLC$288.4K77,5180.00%24q-6.4%-$19.7K
Samalin Investment Counsel, LLC$278.9K74,9800.09%14q-49.1%-$269.0K
UBS Group AG$269.5K72,4330.00%31qHELD
PNC Financial Services Group, Inc.$210.6K56,6240.00%18qHELD
CITADEL ADVISORS LLC$185.4K49,8290.00%2q-2.1%-$3.9K
RPg Family Wealth Advisory, LLC$182.0K48,9260.02%newNEW
Strategic Wealth Partners, Ltd.$178.6K48,0000.01%newNEW
BRIAN LOW FINANCIAL GROUP, LLC$178.6K48,0000.10%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$160.0K43,0230.00%31q+5.0%+$7.6K
HARBOUR INVESTMENTS, INC.$151.0K40,6000.00%5q+5.2%+$7.4K
Global Assets Advisory, LLC$150.5K39,8700.03%newNEW
Sage Capital Advisors,llc$146.0K39,2490.03%21q-14.8%-$25.4K
Mariner, LLC$138.5K37,2340.00%5q-14.8%-$24.1K
Attessa Capital LLC$134.6K36,1750.06%newNEW
Ferguson Shapiro LLC$126.9K34,1100.04%3q+4.6%+$5.5K
DOCK STREET ASSET MANAGEMENT INC$122.6K32,9540.01%21qHELD
MGO ONE SEVEN LLC$117.7K31,6360.00%8qHELD
Global Retirement Partners, LLC$117.2K31,4990.00%5q+66.6%+$46.8K
NOMURA HOLDINGS INC$108.5K29,1780.00%newNEW
Kovack Advisors, Inc.$104.8K28,1170.01%3q-60.8%-$162.6K
Ballentine Partners, LLC$102.4K27,5320.00%9q+13.4%+$12.1K
Chicago Partners Investment Group LLC$96.2K26,6500.00%18q-25.2%-$32.3K
Advisory Solutions Group, LLC$87.8K23,6080.03%newFIRST
Legacy Wealth Managment, LLC/ID$85.5K22,9770.04%8q-96.0%-$2.1M
Merit Financial Group, LLC$81.3K21,8420.00%2q+97.5%+$40.1K
CIBC WORLD MARKET INC.$75.4K20,2710.00%3q-40.7%-$51.7K
M&T Bank Corp$70.1K18,8410.00%6qHELD
HUB Investment Partners, LLC$62.1K16,6970.00%2qHELD
IEQ CAPITAL, LLC$62.1K16,6890.00%7qHELD
Cerity Partners LLC$61.7K16,5950.00%7qHELD
Fermata Advisors, LLC$60.1K16,1530.01%5q+4.8%+$2.8K
FIRST FOUNDATION ADVISORS$59.6K16,0320.00%6q+4.6%+$2.6K
KINGSWOOD WEALTH ADVISORS, LLC$58.6K15,7620.00%2qHELD
WADDELL & ASSOCIATES, LLC$56.1K15,0730.00%10q+4.3%+$2.3K
Arax Advisory Partners$55.7K14,9650.00%5q+9253.1%+$55.1K
Oxinas Partners, LLC$53.9K14,5000.02%23q-82.2%-$249.6K
Freestate Advisors LLC$50.9K13,6750.04%5q+4.5%+$2.2K
Creative Planning$50.6K13,5940.00%5q-17.5%-$10.8K
B. Riley Wealth Advisors, Inc.$49.8K13,4680.00%30q-12.5%-$7.1K
ENVESTNET ASSET MANAGEMENT INC$48.1K12,9420.00%newNEW
Prospera Financial Services Inc$47.6K12,7970.00%4q+18.6%+$7.5K
IFP Advisors, Inc$47.1K12,6500.00%5q+11.5%+$4.8K
Colter Lewis Investment Partners LLC$46.5K12,5000.02%3qHELD
ACCREDITED INVESTOR SERVICES, LLC$45.8K12,3140.03%2q+6.4%+$2.8K
MAI Capital Management$44.2K11,8920.00%5q+11792.0%+$43.9K
TT Capital Management LLC$43.9K11,8120.03%7q-1.6%
AdvisorNet Financial, Inc$42.0K11,2800.00%6qHELD
INDEPENDENT FINANCIAL GROUP, LLC$39.8K10,6880.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$37.6K10,1040.00%4q-13.7%-$6.0K
Johnson Financial Group, LLC$37.3K10,0340.00%newNEW
EverSource Wealth Advisors, LLC$37.2K10,0000.00%9q-33.3%-$18.6K
Beacon Pointe Advisors, LLC$37.2K10,0000.00%2q-26.6%-$13.5K
Kingsview Wealth Management, LLC$37.2K10,0000.00%12qHELD
Pinnacle Wealth Planning Services, Inc.$33.8K9,0760.00%3qHELD
Security National Bank$33.5K9,0000.00%newNEW
CoreCap Advisors, LLC$25.0K6,7160.00%8q+80.8%+$11.2K
Triumph Capital Management$24.9K6,7010.00%8q-7.2%-$1.9K
WPG Advisers, LLC$21.1K5,6680.01%5qHELD
ROYAL BANK OF CANADA$19.0K5,0000.00%newNEW
Smartleaf Asset Management LLC$12.4K3,3610.00%3qHELD
LANARK FINANCIAL, INC.$11.2K3,0000.00%6qHELD
NewEdge Advisors, LLC$11.1K2,9780.00%newNEW
WEBSTER BANK, N. A.$10.6K2,8550.00%8qHELD
US BANCORP \DE\$10.2K2,7420.00%3qHELD
AMERIFLEX GROUP, INC.$9.3K2,5000.00%4qHELD
Tower Research Capital LLC (TRC)$8.4K2,2510.00%3q-50.7%-$8.6K
FIFTH THIRD BANCORP$6.9K1,8530.00%2q+27.1%+$1.5K
N.E.W. Advisory Services LLC$5.0K1,3490.00%6q-56.5%-$6.5K
SWAN Capital LLC$4.8K1,3000.00%7qHELD
MONTAG A & ASSOCIATES INC$3.7K1,0000.00%4qHELD
HIGHLINE WEALTH PARTNERS LLC$3.7K1,0000.00%4qHELD
Bangor Savings Bank$2.8K7500.00%newNEW
Blume Capital Management, Inc.$2.8K7500.00%25qHELD
MERCER GLOBAL ADVISORS INC /ADV$2.7K7200.00%newNEW
Farther Finance Advisors, LLC$1.8K4750.00%newNEW

Showing the largest 100 of 117 reported holders.

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026109$74.8M20,088,4822131270.0%
Q1 2026104$75.0M19,923,6571835290.0%
Q4 2025117$106.3M18,448,3212440250.0%
Q3 2025103$95.7M14,351,2411640190.0%
Q2 2025103$110.4M14,443,9812730170.0%
Q1 202589$119.0M14,699,9511431210.0%
Q4 202496$116.0M13,047,7912128220.0%
Q3 202481$106.2M10,768,6821233140.0%
Q2 202475$101.9M10,141,3091927140.0%
Q1 202462$100.2M9,913,332122370.0%
Q4 202361$86.3M9,075,4421416140.0%
Q3 202353$86.9M8,568,861418110.0%
Q2 202358$85.6M8,421,402112360.0%
Q1 202351$87.5M7,849,54881880.0%
Q4 202249$78.2M7,713,316141190.0%
Q3 202249$86.4M7,852,90342170.0%
Q2 202257$93.8M7,962,600918120.0%
Q1 202256$115.4M8,774,443112190.0%
Q4 202152$124.6M8,897,9801115100.0%
Q3 202144$119.1M8,743,242416120.0%
Q2 202143$128.2M9,460,123713110.0%
Q1 202137$113.5M9,474,44551480.0%
Q4 202033$81.2M8,052,3504980.0%
Q3 202032$68.9M7,994,22365130.0%
Q2 202036$60.3M8,477,421111380.0%
Q1 202037$54.4M8,040,831121090.0%
Q4 201934$122.1M8,352,85561470.0%
Q3 201936$127.8M8,102,885611110.0%
Q2 201936$155.2M8,673,29681160.0%
Q1 201933$139.7M8,395,46851180.0%
Q4 201834$118.0M8,302,6080010.0%