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Who Owns Eagle Capital Growth Fund Stock?

NYSE: GRFFinanceFinance/Investors ServicesUSD

9.66-0.19 (-1.93%)

At close: Oct 9, 3:45 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
2.51%
Institutional holders
15
  • Institutions 2.5%
  • Insiders 15.0%
  • Public and other 82.5%

Who owns Eagle Capital Growth Fund stock?

Institutional investors own about 2.5% of Eagle Capital Growth Fund's shares, spread across 15 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 15.00% of GRF.

The largest institutional holders are Sigma Investment Counselors Inc (0.58%), Osaic Holdings Inc. (0.55%) and Mariner, LLC (0.51%). Together, the top 10 institutions control 2.4% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their GRF positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of GRF

Eagle Capital Growth Fund top institutional holders
InstitutionShares% HeldChange
Sigma Investment Counselors Inc23.12K0.58%0.0%
Osaic Holdings Inc.21.76K0.55%+24.5%
Mariner, LLC20.07K0.51%0.0%
Susquehanna International Group, LLP11.84K0.30%-13.7%
Blue Bell Private Wealth Management, LLC9.01K0.23%+92.6%
Basepoint Wealth LLC3.62K0.09%0.0%
Morgan Stanley3.07K0.08%0.0%
Jones Financial Companies, L.L.L.P.1.70K0.04%0.0%
Beacon Investment Advisory Services, Inc.1.40K0.04%0.0%
Rmg Wealth Management LLC1.33K0.03%0.0%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of GRF

Eagle Capital Growth Fund top fund holders
FundShares% Held
Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy10.14K0.26%

Frequently asked questions

Who is the largest shareholder of Eagle Capital Growth Fund?

Sigma Investment Counselors Inc is the largest institutional shareholder of GRF, owning 0.58% of shares outstanding (23.12K shares) as of its latest 13F filing.

What percentage of Eagle Capital Growth Fund is owned by institutions?

Institutions own about 2.5% of GRF shares and 2.9% of the public float.

How much of Eagle Capital Growth Fund do insiders own?

Insiders, such as officers and directors, own about 15.00% of GRF shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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