Comparable stake leader
Karpus Management, Inc.
SEC ownership of Eagle Point Institutional Income Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001896036.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
1/8
Latest evidence
31 Dec 2025
- Public ticker
- EIIA on NYSE
- Parsed ownership sources
-
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Karpus Management, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
1 of 8
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Karpus Management, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
31 Dec 2025
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001896036
- Issuer location
- Greenwich, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Eagle Point Institutional Income Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Karpus Management, Inc.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
1/8
Latest evidence
31 Dec 2025
13D/G
3/4/5
Lead comparable stake: 20%
7 rows are not safely comparable across share classes.
13D/G row: Karpus Management, Inc.
Quick read
Karpus Management, Inc. leads the comparable SEC ownership view at 20%.
1 of 8 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Karpus Management, Inc.'s linked filing trail.
Comparable ownership
Top 1
Karpus Management, Inc.
20%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 8 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Karpus Management, Inc. |
13D/G
|
20%
|
$6,131,834
244,491 shares
|
-$1,237,974 | 30 Sep 2025 |
| EPCM Holdings LLC |
3/4/5
Affiliate of Adviser
|
—
class O/S missing
|
—
1,148,668 shares
|
— | 25 Aug 2022 |
| Daniel W. Ko |
3/4/5
Principal/Portfolio Manager
|
—
class O/S missing
|
—
25,000 shares
|
— | 01 Jun 2022 |
| Thomas P. Majewski |
3/4/5
Chief Executive Officer, Director, Portfolio Manager
|
—
mixed-class rows
|
—
7,019 shares
mixed-class rows
|
— | 16 Apr 2025 |
| Kenneth P. Onorio |
3/4/5
CFO/COO
|
—
class O/S missing
|
—
6,723 shares
|
— | 01 Jul 2025 |
| Daniel M. Spinner |
3/4/5
Sr Principal/Portfolio Manager
|
—
class O/S missing
|
—
5,000 shares
|
— | 31 Dec 2025 |
| Nauman S. Malik |
3/4/5
CCO
|
—
class O/S missing
|
—
5,000 shares
|
— | 01 Jun 2022 |
| Alena Umnova |
3/4/5
CFO/COO
|
—
class O/S missing
|
—
2,689 shares
|
— | 01 Jul 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 20 Sep 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-16 of 16 reporting-owner rows connected to Eagle Point Institutional Income Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
16
Largest Forms 3/4/5 holder
Jeffrey L. Weiss
Net 12M change
$0
Latest report
31 Dec 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jeffrey L. Weiss | Director | Mixed | 13 Apr 2022 | |||
| Alena Umnova | Cfo/Coo | Mixed | 01 Jul 2025 | |||
| Nauman S. Malik | Cco | Mixed | 01 Jun 2022 | |||
| Eagle Point Credit Management LLC | Investment Adviser | Mixed | 13 Apr 2022 | |||
| James D. Carey | Affiliated Person of Inv. Adv. | Mixed | 14 Apr 2022 | |||
| Kevin F. McDonald | Director | Mixed | 13 Apr 2022 | |||
| Thomas P. Majewski | Chief Executive Officer, Director, Portfolio Manager | Mixed | 16 Apr 2025 | |||
| Kenneth P. Onorio | Cfo/Coo | Mixed | 01 Jul 2025 | |||
| Daniel M. Spinner | Sr Principal/Portfolio Manager | Mixed | 31 Dec 2025 | |||
| Daniel W. Ko | Principal/Portfolio Manager | Mixed | 01 Jun 2022 | |||
| Paul E. Tramontano | Director | Mixed | 13 Apr 2022 | |||
| Scott W. Appleby | Director | Mixed | 13 Apr 2022 | |||
| James R. Matthews | Director, Affiliated Person of Inv. Adv. | Mixed | 14 Apr 2022 | |||
| EPCM Holdings LLC | Affiliate of Adviser | Mixed | 25 Aug 2022 | |||
| Scott Jonathan Bronner | Other* | Mixed | 24 Jun 2025 | |||
| Chris C. Stroup | Affiliated Person of Investment Adviser. | Mixed | 18 Jun 2025 |
Recent insider transactions for Eagle Point Institutional Income Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Daniel M. Spinner | EIIA | Common Stock, par value $10.00 per share | Other | -50% | -5,000 | 5,000 | 01 Oct 2025 | Direct |
* marks a reported price that did not pass the local price check.