HoldingsChannel.com
Funds Holding EELV

On this page, we present all of the funds holding EELV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EELV, with a link to that fund's top holdings. The next columns indicate the amount of EELV stock held by each of the funds holding EELV, followed by the EELV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 128 funds holding EELV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gradient Investments LLC. For more details on the positions held by Gradient Investments LLC (or by any of the other funds holding EELV), click the fund name in the "Holder" column of the funds-holding-EELV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Gradient Investments LLC17,844,747$415,069 06/30/2022
     EELV17,844,747$415,069 06/30/2022
Invesco Ltd.8,489,197$197,459 06/30/2022
     EELV8,489,197$197,459 06/30/2022
Bank of America Corp DE2,400,504$55,836 06/30/2022
     EELV2,400,504$55,836 06/30/2022
55I LLC1,890,337$43,969 06/30/2022
     EELV1,890,337$43,969 06/30/2022
Morgan Stanley1,151,311$26,779 06/30/2022
     EELV1,151,311$26,779 06/30/2022
Wells Fargo & Company MN1,120,578$26,064 06/30/2022
     EELV1,120,578$26,064 06/30/2022
PFS Investments Inc.1,100,924$25,607 06/30/2022
     EELV1,100,924$25,607 06/30/2022
Capital Planning Advisors LLC774,537$18,016 06/30/2022
     EELV774,537$18,016 06/30/2022
Envestnet Asset Management Inc.671,238$15,613 06/30/2022
     EELV671,238$15,613 06/30/2022
Great Valley Advisor Group Inc.639,441$14,873 06/30/2022
     EELV639,441$14,873 06/30/2022
LPL Financial LLC619,251$14,404 06/30/2022
     EELV619,251$14,404 06/30/2022
Ameriprise Financial Inc.475,687$11,063 06/30/2022
     EELV475,687$11,063 06/30/2022
CFS Investment Advisory Services LLC413,664$9,622 06/30/2022
     EELV413,664$9,622 06/30/2022
The PNC Financial Services Group Inc.363,462$8,454 06/30/2022
     EELV363,462$8,454 06/30/2022
Raymond James & Associates360,790$8,392 06/30/2022
     EELV360,790$8,392 06/30/2022
FMR LLC341,539$7,944 06/30/2022
     EELV341,539$7,944 06/30/2022
Horst & Graben Wealth Management LLC333,895$7,766 06/30/2022
     EELV333,895$7,766 06/30/2022
West Wealth Group LLC299,258$6,960 06/30/2022
     EELV299,258$6,960 06/30/2022
Austin Private Wealth LLC283,640$6,597 06/30/2022
     EELV283,640$6,597 06/30/2022
LWM Advisory Services LLC283,241$6,588 06/30/2022
     EELV283,241$6,588 06/30/2022
Rainey & Randall Investment Management Inc.278,336$6,474 06/30/2022
     EELV278,336$6,474 06/30/2022
Tcwp LLC268,959$6,255 06/30/2022
     EELV268,959$6,255 06/30/2022
UBS Group AG228,765$5,321 06/30/2022
     EELV228,765$5,321 06/30/2022
UMA Financial Services Inc.211,036$4,938 06/30/2022
     EELV211,036$4,938 06/30/2022
Buttonwood Financial Group LLC211,591$4,919 06/30/2022
     EELV211,591$4,919 06/30/2022
Bank of New York Mellon Corp191,993$4,466 06/30/2022
     EELV191,993$4,466 06/30/2022
Security Financial Services INC.181,101$4,212 06/30/2022
     EELV181,101$4,212 06/30/2022
Northwestern Mutual Wealth Management Co.159,788$3,717 06/30/2022
     EELV159,788$3,717 06/30/2022
AE Wealth Management LLC147,546$3,432 06/30/2022
     EELV147,546$3,432 06/30/2022
Advisor Group Holdings Inc.137,770$3,204 06/30/2022
     EELV137,770$3,204 06/30/2022
OLD Mission Capital LLC134,369$3,125 06/30/2022
     EELV134,369$3,125 06/30/2022
Ayalon Holdings Ltd.130,580$3,037 06/30/2022
     EELV130,580$3,037 06/30/2022
Harel Insurance Investments & Financial Services Ltd.127,000$2,954 06/30/2022
     EELV127,000$2,954 06/30/2022
Lpwm LLC119,624$2,719 06/30/2022
     EELV119,624$2,719 06/30/2022
Wealth Enhancement Advisory Services LLC110,175$2,504 06/30/2022
     EELV110,175$2,504 06/30/2022
Clearview Wealth Advisors LLC101,566$2,362 06/30/2022
     EELV101,566$2,362 06/30/2022
Flagship Harbor Advisors LLC100,710$2,343 06/30/2022
     EELV100,710$2,343 06/30/2022
Baird Financial Group Inc.92,262$2,146 06/30/2022
     EELV92,262$2,146 06/30/2022
Spectrum Planning & Advisory Services Inc.91,885$2,137 06/30/2022
     EELV91,885$2,137 06/30/2022
Scarborough Advisors LLC87,124$2,027 06/30/2022
     EELV87,124$2,027 06/30/2022
Strategic Blueprint LLC82,294$1,914 06/30/2022
     EELV82,294$1,914 06/30/2022
TNF LLC83,366$1,912 06/30/2022
     EELV83,366$1,912 06/30/2022
Cetera Advisor Networks LLC78,285$1,821 06/30/2022
     EELV78,285$1,821 06/30/2022
Integrated Wealth Concepts LLC77,892$1,812 06/30/2022
     EELV77,892$1,812 06/30/2022
BlackDiamond Wealth Management Inc.78,609$1,773 06/30/2022
     EELV78,609$1,773 06/30/2022
Liberty Wealth Management LLC72,464$1,685 06/30/2022
     EELV72,464$1,685 06/30/2022
Mayflower Financial Advisors LLC69,511$1,617 06/30/2022
     EELV69,511$1,617 06/30/2022
Centaurus Financial Inc.68,112$1,584 06/30/2022
     EELV68,112$1,584 06/30/2022
Citadel Advisors LLC67,884$1,579 06/30/2022
     EELV67,884$1,579 06/30/2022
Sound Financial Strategies Group LLC65,041$1,513 06/30/2022
     EELV65,041$1,513 06/30/2022
Cambridge Investment Research Advisors Inc.55,224$1,285 06/30/2022
     EELV55,224$1,285 06/30/2022
AdvisorNet Financial Inc55,149$1,283 06/30/2022
     EELV55,149$1,283 06/30/2022
Dynamic Advisor Solutions LLC54,373$1,265 06/30/2022
     EELV54,373$1,265 06/30/2022
Harbour Investments Inc.54,163$1,260 06/30/2022
     EELV54,163$1,260 06/30/2022
Jane Street Group LLC52,932$1,231 06/30/2022
     EELV52,932$1,231 06/30/2022
Firethorn Wealth Partners LLC51,462$1,204 06/30/2022
     EELV51,462$1,204 06/30/2022
Susquehanna International Group LLP49,046$1,141 06/30/2022
     EELV49,046$1,141 06/30/2022
Steward Partners Investment Advisory LLC47,339$1,101 06/30/2022
     EELV47,339$1,101 06/30/2022
STA Wealth Management LLC46,175$1,074 06/30/2022
     EELV46,175$1,074 06/30/2022
Equitable Holdings Inc.45,905$1,068 06/30/2022
     EELV45,905$1,068 06/30/2022
Belpointe Asset Management LLC42,958$999 06/30/2022
     EELV42,958$999 06/30/2022
Strategic Wealth Advisors Group LLC42,955$978 06/30/2022
     EELV42,955$978 06/30/2022
Deutsche Bank AG40,996$954 06/30/2022
     EELV40,996$954 06/30/2022
Maripau Wealth Management LLC37,157$869 06/30/2022
     EELV37,157$869 06/30/2022
GWM Advisors LLC35,896$834 06/30/2022
     EELV35,896$834 06/30/2022
ONE Advisory Partners LLC31,397$730 06/30/2022
     EELV31,397$730 06/30/2022
Commonwealth Equity Services LLC29,320$681 06/30/2022
     EELV29,320$681 06/30/2022
Capital Analysts LLC28,310$658 06/30/2022
     EELV28,310$658 06/30/2022
Patriot Financial Group Insurance Agency LLC27,490$639 06/30/2022
     EELV27,490$639 06/30/2022
Mariner LLC25,664$597 06/30/2022
     EELV25,664$597 06/30/2022
Raymond James Financial Services Advisors Inc.24,555$571 06/30/2022
     EELV24,555$571 06/30/2022
Baker Tilly Financial LLC24,465$569 06/30/2022
     EELV24,465$569 06/30/2022
Global Retirement Partners LLC23,292$542 06/30/2022
     EELV23,292$542 06/30/2022
Citigroup Inc.20,646$480 06/30/2022
     EELV20,646$480 06/30/2022
Creative Financial Designs Inc. ADV18,953$441 06/30/2022
     EELV18,953$441 06/30/2022
My Legacy Advisors LLC19,261$433 06/30/2022
     EELV19,261$433 06/30/2022
RFG Advisory LLC17,631$414 06/30/2022
     EELV17,631$414 06/30/2022
IFP Advisors Inc15,916$403 06/30/2022
     EELV15,916$403 06/30/2022
IHT Wealth Management LLC16,993$395 06/30/2022
     EELV16,993$395 06/30/2022
Eqis Capital Management Inc.15,269$355 06/30/2022
     EELV15,269$355 06/30/2022
Resources Investment Advisors LLC.15,069$351 06/30/2022
     EELV15,069$351 06/30/2022
Sutton Place Investors LLC14,502$337 06/30/2022
     EELV14,502$337 06/30/2022
Transcend Wealth Collective LLC14,390$335 06/30/2022
     EELV14,390$335 06/30/2022
LexAurum Advisors LLC14,034$326 06/30/2022
     EELV14,034$326 06/30/2022
Sage Mountain Advisors LLC13,563$315 06/30/2022
     EELV13,563$315 06/30/2022
RHS Financial LLC13,445$313 06/30/2022
     EELV13,445$313 06/30/2022
U.S. Capital Wealth Advisors LLC13,452$313 06/30/2022
     EELV13,452$313 06/30/2022
Avantax Advisory Services Inc.13,306$309 06/30/2022
     EELV13,306$309 06/30/2022
Steel Peak Wealth Management LLC12,516$291 06/30/2022
     EELV12,516$291 06/30/2022
Truadvice LLC12,029$282 06/30/2022
     EELV12,029$282 06/30/2022
Sunbelt Securities Inc.10,619$275 03/31/2022
     EELV10,619$275 03/31/2022
Royal Bank of Canada11,492$268 06/30/2022
     EELV11,492$268 06/30/2022
CoreCap Advisors LLC11,350$264 06/30/2022
     EELV11,350$264 06/30/2022
Beacon Financial Advisory LLC10,734$250 06/30/2022
     EELV10,734$250 06/30/2022
Michael B. Yongue9,895$230 06/30/2022
     EELV9,895$230 06/30/2022
Western Financial Corporation9,785$228 06/30/2022
     EELV9,785$228 06/30/2022
Private Advisor Group LLC9,804$228 06/30/2022
     EELV9,804$228 06/30/2022
Cooper Financial Group9,555$222 06/30/2022
     EELV9,555$222 06/30/2022
Wayfinding Financial LLC9,387$218 06/30/2022
     EELV9,387$218 06/30/2022
Cetera Investment Advisers9,159$213 06/30/2022
     EELV9,159$213 06/30/2022
Mutual Advisors LLC9,111$212 06/30/2022
     EELV9,111$212 06/30/2022
Wealthcare Advisory Partners LLC8,972$209 06/30/2022
     EELV8,972$209 06/30/2022
Columbus Macro LLC8,909$207 06/30/2022
     EELV8,909$207 06/30/2022
Nwam LLC9,027$205 06/30/2022
     EELV9,027$205 06/30/2022
Global Trust Asset Management LLC3,600$84 06/30/2022
     EELV3,600$84 06/30/2022
Assetmark Inc.2,740$64 06/30/2022
     EELV2,740$64 06/30/2022
BlackRock Inc.2,512$58 06/30/2022
     EELV2,512$58 06/30/2022
Professional Financial Advisors LLC2,505$58 06/30/2022
     EELV2,505$58 06/30/2022
Fortis Advisors LLC2,253$52 06/30/2022
     EELV2,253$52 06/30/2022
Spire Wealth Management2,054$48 06/30/2022
     EELV2,054$48 06/30/2022
Capital Investment Advisory Services LLC1,690$39 06/30/2022
     EELV1,690$39 06/30/2022
Rockefeller Capital Management L.P.1,714$39 06/30/2022
     EELV1,714$39 06/30/2022
James Investment Research Inc.1,284$30 06/30/2022
     EELV1,284$30 06/30/2022
Captrust Financial Advisors1,170$27 06/30/2022
     EELV1,170$27 06/30/2022
Heritage Wealth Management LLC1,053$24 06/30/2022
     EELV1,053$24 06/30/2022
Apeiron RIA LLC74,522$17 06/30/2022
     EELV74,522$17 06/30/2022
Oliver Lagore Vanvalin Investment Group674$16 06/30/2022
     EELV674$16 06/30/2022
Raleigh Capital Management Inc.697$16 06/30/2022
     EELV697$16 06/30/2022
FinTrust Capital Advisors LLC249$6 06/30/2022
     EELV249$6 06/30/2022
Beacon Capital Management LLC153$4 06/30/2022
     EELV153$4 06/30/2022
Harbor Investment Advisory LLC139$3 06/30/2022
     EELV139$3 06/30/2022
Tortoise Investment Management LLC120$3 06/30/2022
     EELV120$3 06/30/2022
Strategic Asset Management LLC114$3 06/30/2022
     EELV114$3 06/30/2022
Benjamin F. Edwards & Company Inc.72$2 06/30/2022
     EELV72$2 06/30/2022
TCI Wealth Advisors Inc.83$2 06/30/2022
     EELV83$2 06/30/2022
JJJ Advisors Inc.73$2 06/30/2022
     EELV73$2 06/30/2022
75$2 06/30/2022
     EELV75$2 06/30/2022
Sargent Bickham Lagudis LLC42$1 06/30/2022
     EELV42$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     EELV0$0 06/30/2022

See Summary: Institutional Holders of EELV
See Details: Top 10 Hedge Funds Holding EELV
Also See: EELV Holdings Changes

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