HoldingsChannel.com
Funds Holding EES
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,313,510$29,331 03/31/2020
     EES1,313,510$29,331 03/31/2020
SVA Wealth Management LLC1,235,213$27,582 03/31/2020
     EES1,235,213$27,582 03/31/2020
Bank of America Corp DE1,104,550$24,664 03/31/2020
     EES1,104,550$24,664 03/31/2020
Linscomb & Williams Inc.765,386$17,091 03/31/2020
     EES765,386$17,091 03/31/2020
3D Asset Management Inc.564,287$12,601 03/31/2020
     EES564,287$12,601 03/31/2020
Savant Capital LLC557,870$12,457 03/31/2020
     EES557,870$12,457 03/31/2020
Huber Financial Advisors LLC557,723$12,454 03/31/2020
     EES557,723$12,454 03/31/2020
UBS Group AG492,281$10,993 03/31/2020
     EES492,281$10,993 03/31/2020
ACG Wealth220,096$8,463 12/31/2019
     EES220,096$8,463 12/31/2019
Raymond James Financial Services Advisors Inc.363,335$8,113 03/31/2020
     EES363,335$8,113 03/31/2020
Commonwealth Equity Services LLC258,292$5,767 03/31/2020
     EES258,292$5,767 03/31/2020
Ameriprise Financial Inc.243,315$5,514 03/31/2020
     EES243,315$5,514 03/31/2020
Envestnet Asset Management Inc.239,682$5,352 03/31/2020
     EES239,682$5,352 03/31/2020
Cambridge Investment Research Advisors Inc.180,241$4,025 03/31/2020
     EES180,241$4,025 03/31/2020
Private Wealth Strategies L.L.C.171,387$3,822 03/31/2020
     EES171,387$3,822 03/31/2020
Wells Fargo & Company MN151,072$3,374 03/31/2020
     EES151,072$3,374 03/31/2020
9258 Wealth Management LLC110,165$2,729 03/31/2020
     EES110,165$2,729 03/31/2020
Advisor Group Holdings Inc.116,515$2,601 03/31/2020
     EES116,515$2,601 03/31/2020
Oppenheimer & Co. Inc.115,813$2,586 03/31/2020
     EES115,813$2,586 03/31/2020
Cutler Investment Counsel LLC112,949$2,522 03/31/2020
     EES112,949$2,522 03/31/2020
LPL Financial LLC110,575$2,469 03/31/2020
     EES110,575$2,469 03/31/2020
Stratos Wealth Partners LTD.110,223$2,461 03/31/2020
     EES110,223$2,461 03/31/2020
BSW Wealth Partners109,894$2,454 03/31/2020
     EES109,894$2,454 03/31/2020
HighTower Advisors LLC109,747$2,445 03/31/2020
     EES109,747$2,445 03/31/2020
Susquehanna International Group LLP103,727$2,316 03/31/2020
     EES103,727$2,316 03/31/2020
Ladenburg Thalmann Financial Services Inc.68,403$2,176 12/31/2019
     EES68,403$2,176 12/31/2019
Smithbridge Asset Management Inc. DE94,919$2,120 03/31/2020
     EES94,919$2,120 03/31/2020
Royal Bank of Canada94,419$2,109 03/31/2020
     EES94,419$2,109 03/31/2020
Advisor Group Inc.53,579$2,061 12/31/2019
     EES53,579$2,061 12/31/2019
Cetera Advisor Networks LLC86,912$1,941 03/31/2020
     EES86,912$1,941 03/31/2020
Citadel Advisors LLC79,818$1,782 03/31/2020
     EES79,818$1,782 03/31/2020
PSI Advisors LLC72,653$1,608 03/31/2020
     EES72,653$1,608 03/31/2020
Culbertson A N & Co. Inc.67,978$1,518 03/31/2020
     EES67,978$1,518 03/31/2020
DAVENPORT & Co LLC52,766$1,178 03/31/2020
     EES52,766$1,178 03/31/2020
First Republic Investment Management Inc.48,970$1,094 03/31/2020
     EES48,970$1,094 03/31/2020
Townsend Asset Management Corp NC ADV47,195$1,054 03/31/2020
     EES47,195$1,054 03/31/2020
Howard Wealth Management LLC46,659$1,041 03/31/2020
     EES46,659$1,041 03/31/2020
Clear Creek Financial Management LLC40,775$946 03/31/2020
     EES40,775$946 03/31/2020
Forefront Analytics LLC40,900$913 03/31/2020
     EES40,900$913 03/31/2020
United Capital Financial Advisers LLC40,144$896 03/31/2020
     EES40,144$896 03/31/2020
Jane Street Group LLC35,680$797 03/31/2020
     EES35,680$797 03/31/2020
Pinnacle Associates Ltd.35,156$785 03/31/2020
     EES35,156$785 03/31/2020
Pinnacle Wealth Management Advisory Group LLC34,636$773 03/31/2020
     EES34,636$773 03/31/2020
Creative Planning34,478$770 03/31/2020
     EES34,478$770 03/31/2020
Patriot Financial Group Insurance Agency LLC34,213$764 03/31/2020
     EES34,213$764 03/31/2020
Global Retirement Partners LLC32,550$727 03/31/2020
     EES32,550$727 03/31/2020
Clearwater Capital Advisors LLC29,503$659 03/31/2020
     EES29,503$659 03/31/2020
Means Investment CO. Inc.24,396$557 03/31/2020
     EES24,396$557 03/31/2020
Janney Montgomery Scott LLC24,225$541 03/31/2020
     EES24,225$541 03/31/2020
Wealthstreet Investment Advisors LLC23,438$523 03/31/2020
     EES23,438$523 03/31/2020
Cottage Street Advisors LLC21,183$473 03/31/2020
     EES21,183$473 03/31/2020
Avantax Advisory Services Inc.20,713$462 03/31/2020
     EES20,713$462 03/31/2020
Strategic Wealth Advisors Group LLC21,016$439 03/31/2020
     EES21,016$439 03/31/2020
Moller Financial Services18,613$416 03/31/2020
     EES18,613$416 03/31/2020
Two Sigma Securities LLC17,883$399 03/31/2020
     EES17,883$399 03/31/2020
Kelman Lazarov Inc.17,362$388 03/31/2020
     EES17,362$388 03/31/2020
Unison Advisors LLC17,386$388 03/31/2020
     EES17,386$388 03/31/2020
Raymond James & Associates16,915$378 03/31/2020
     EES16,915$378 03/31/2020
Tower Research Capital LLC TRC 16,898$377 03/31/2020
     EES16,898$377 03/31/2020
Citigroup Inc.16,223$362 03/31/2020
     EES16,223$362 03/31/2020
S.A. Mason LLC14,854$332 03/31/2020
     EES14,854$332 03/31/2020
Chicago Partners Investment Group LLC14,061$331 03/31/2020
     EES14,061$331 03/31/2020
Rockefeller Capital Management L.P.14,456$323 03/31/2020
     EES14,456$323 03/31/2020
Private Advisor Group LLC13,594$304 03/31/2020
     EES13,594$304 03/31/2020
Harvest Investment Services LLC13,478$300 03/31/2020
     EES13,478$300 03/31/2020
Portfolio Solutions LLC11,417$255 03/31/2020
     EES11,417$255 03/31/2020
Flagship Harbor Advisors LLC11,314$253 03/31/2020
     EES11,314$253 03/31/2020
CIBC Private Wealth Group LLC10,740$240 03/31/2020
     EES10,740$240 03/31/2020
Atlanta Financial Associates LLC ADV10,400$232 03/31/2020
     EES10,400$232 03/31/2020
NEXT Financial Group Inc9,986$223 03/31/2020
     EES9,986$223 03/31/2020
Wealthquest Corp5,469$210 12/31/2019
     EES5,469$210 12/31/2019
Psagot Investment House Ltd.8,169$182 03/31/2020
     EES8,169$182 03/31/2020
Centaurus Financial Inc.7,820$175 03/31/2020
     EES7,820$175 03/31/2020
Belpointe Asset Management LLC4,327$167 12/31/2019
     EES4,327$167 12/31/2019
Steward Partners Investment Advisory LLC7,198$160 03/31/2020
     EES7,198$160 03/31/2020
Northwestern Mutual Wealth Management Co.5,433$121 03/31/2020
     EES5,433$121 03/31/2020
Trustcore Financial Services LLC4,800$107 03/31/2020
     EES4,800$107 03/31/2020
Asset Dedication LLC4,761$106 03/31/2020
     EES4,761$106 03/31/2020
Valeo Financial Advisors LLC4,128$102 03/31/2020
     EES4,128$102 03/31/2020
SRS Capital Advisors Inc.3,959$88 03/31/2020
     EES3,959$88 03/31/2020
EPG Wealth Management LLC2,792$62 03/31/2020
     EES2,792$62 03/31/2020
US Bancorp DE2,734$61 03/31/2020
     EES2,734$61 03/31/2020
JFS Wealth Advisors LLC2,478$55 03/31/2020
     EES2,478$55 03/31/2020
Blair William & Co. IL2,368$53 03/31/2020
     EES2,368$53 03/31/2020
Laurel Wealth Advisors LLC2,055$46 03/31/2020
     EES2,055$46 03/31/2020
JPMorgan Chase & Co.2,015$45 03/31/2020
     EES2,015$45 03/31/2020
IFP Advisors Inc1,970$44 03/31/2020
     EES1,970$44 03/31/2020
Financial Architects Inc1,425$32 03/31/2020
     EES1,425$32 03/31/2020
Ameritas Investment Company LLC1,196$24 03/31/2020
     EES1,196$24 03/31/2020
Signaturefd LLC1,042$23 03/31/2020
     EES1,042$23 03/31/2020
Kings Point Capital Management960$21 03/31/2020
     EES960$21 03/31/2020
Wealthcare Advisory Partners LLC936$21 03/31/2020
     EES936$21 03/31/2020
Providence Capital Advisors LLC900$20 03/31/2020
     EES900$20 03/31/2020
Golden State Wealth Management LLC829$19 03/31/2020
     EES829$19 03/31/2020
Verus Capital Partners LLC745$17 03/31/2020
     EES745$17 03/31/2020
Arkadios Wealth Advisors697$16 03/31/2020
     EES697$16 03/31/2020
Barrett Asset Management LLC675$15 03/31/2020
     EES675$15 03/31/2020
Accurate Investment Solutions Inc.533$12 03/31/2020
     EES533$12 03/31/2020
Benjamin F. Edwards & Company Inc.500$11 03/31/2020
     EES500$11 03/31/2020
Fifth Third Bancorp396$9 03/31/2020
     EES396$9 03/31/2020
FMR LLC361$8 03/31/2020
     EES361$8 03/31/2020
Synovus Financial Corp275$6 03/31/2020
     EES275$6 03/31/2020
PNC Financial Services Group Inc.279$6 03/31/2020
     EES279$6 03/31/2020
Massmutual Trust Co. FSB ADV225$5 03/31/2020
     EES225$5 03/31/2020
AlphaCore Capital LLC197$4 03/31/2020
     EES197$4 03/31/2020
Archer Investment Corp165$4 03/31/2020
     EES165$4 03/31/2020
Pacitti Group Inc.140$3 03/31/2020
     EES140$3 03/31/2020
Hartford Financial Management Inc.69$2 03/31/2020
     EES69$2 03/31/2020
Ancora Advisors LLC95$2 03/31/2020
     EES95$2 03/31/2020
Gradient Investments LLC75$2 03/31/2020
     EES75$2 03/31/2020
Allworth Financial LP34$1 03/31/2020
     EES34$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     EES0$0 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC26$0 03/31/2020
     EES26$0 03/31/2020

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

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