HoldingsChannel.com
Funds Holding EES

On this page, we present all of the funds holding EES from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EES, with a link to that fund's top holdings. The next columns indicate the amount of EES stock held by each of the funds holding EES, followed by the EES position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 121 funds holding EES within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding EES), click the fund name in the "Holder" column of the funds-holding-EES table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG1,060,415$41,536 09/30/2022
     EES1,060,415$41,536 09/30/2022
Morgan Stanley840,569$32,925 09/30/2022
     EES840,569$32,925 09/30/2022
LPL Financial LLC610,862$23,927 09/30/2022
     EES610,862$23,927 09/30/2022
Bank of America Corp DE565,753$22,160 09/30/2022
     EES565,753$22,160 09/30/2022
Kestra Advisory Services LLC491,901$20,950 12/31/2022
     EES491,901$20,950 12/31/2022
Raymond James Financial Services Advisors Inc.480,187$18,809 09/30/2022
     EES480,187$18,809 09/30/2022
Savant Capital LLC411,253$16,109 09/30/2022
     EES411,253$16,109 09/30/2022
Gradient Investments LLC291,297$12,406 12/31/2022
     EES291,297$12,406 12/31/2022
Linscomb & Williams Inc.300,268$11,762 09/30/2022
     EES300,268$11,762 09/30/2022
Shore Point Advisors LLC234,711$9,996 12/31/2022
     EES234,711$9,996 12/31/2022
3D L Capital Management LLC242,702$9,507 09/30/2022
     EES242,702$9,507 09/30/2022
Ameriprise Financial Inc.241,646$9,462 09/30/2022
     EES241,646$9,462 09/30/2022
Stratos Wealth Partners LTD.204,665$8,717 12/31/2022
     EES204,665$8,717 12/31/2022
Kathleen S. Wright Associates Inc.192,464$8,197 12/31/2022
     EES192,464$8,197 12/31/2022
Susquehanna International Group LLP180,928$7,087 09/30/2022
     EES180,928$7,087 09/30/2022
Cetera Advisors LLC166,377$6,517 09/30/2022
     EES166,377$6,517 09/30/2022
Envestnet Asset Management Inc.158,875$6,223 09/30/2022
     EES158,875$6,223 09/30/2022
Citadel Advisors LLC146,967$5,757 09/30/2022
     EES146,967$5,757 09/30/2022
Royal Bank of Canada141,360$5,536 09/30/2022
     EES141,360$5,536 09/30/2022
Commonwealth Equity Services LLC130,745$5,121 09/30/2022
     EES130,745$5,121 09/30/2022
Wells Fargo & Company MN109,876$4,304 09/30/2022
     EES109,876$4,304 09/30/2022
Smithbridge Asset Management Inc. DE102,180$4,002 09/30/2022
     EES102,180$4,002 09/30/2022
9258 Wealth Management LLC91,040$3,877 12/31/2022
     EES91,040$3,877 12/31/2022
Cetera Advisor Networks LLC90,366$3,540 09/30/2022
     EES90,366$3,540 09/30/2022
AE Wealth Management LLC75,390$3,211 12/31/2022
     EES75,390$3,211 12/31/2022
Culbertson A N & Co. Inc.66,058$2,813 12/31/2022
     EES66,058$2,813 12/31/2022
MML Investors Services LLC64,778$2,537 09/30/2022
     EES64,778$2,537 09/30/2022
IFP Advisors Inc62,643$2,423 09/30/2022
     EES62,643$2,423 09/30/2022
Forefront Analytics LLC56,188$2,202 09/30/2022
     EES56,188$2,202 09/30/2022
Tower Research Capital LLC TRC 52,406$2,053 09/30/2022
     EES52,406$2,053 09/30/2022
Herbst Group LLC43,239$1,842 12/31/2022
     EES43,239$1,842 12/31/2022
Advisor Group Holdings Inc.45,131$1,767 09/30/2022
     EES45,131$1,767 09/30/2022
First Republic Investment Management Inc.43,723$1,713 09/30/2022
     EES43,723$1,713 09/30/2022
Stifel Financial Corp43,486$1,703 09/30/2022
     EES43,486$1,703 09/30/2022
Oxler Private Wealth LLC42,648$1,671 09/30/2022
     EES42,648$1,671 09/30/2022
Global Retirement Partners LLC35,228$1,557 09/30/2022
     EES35,228$1,557 09/30/2022
New Perspectives Inc33,101$1,410 12/31/2022
     EES33,101$1,410 12/31/2022
HighTower Advisors LLC35,958$1,406 09/30/2022
     EES35,958$1,406 09/30/2022
Avantax Advisory Services Inc.33,675$1,319 09/30/2022
     EES33,675$1,319 09/30/2022
Zurich Insurance Group Ltd FI32,156$1,297 09/30/2022
     EES32,156$1,297 09/30/2022
Bank of Nova Scotia32,720$1,282 09/30/2022
     EES32,720$1,282 09/30/2022
Flow Traders U.S. LLC32,097$1,257 09/30/2022
     EES32,097$1,257 09/30/2022
Cambridge Investment Research Advisors Inc.24,404$956 09/30/2022
     EES24,404$956 09/30/2022
Intrua Financial LLC20,345$915 12/31/2022
     EES20,345$915 12/31/2022
Creative Planning22,725$890 09/30/2022
     EES22,725$890 09/30/2022
Prospera Financial Services Inc22,639$887 09/30/2022
     EES22,639$887 09/30/2022
ACG Wealth22,330$875 09/30/2022
     EES22,330$875 09/30/2022
Howard Wealth Management LLC20,515$874 12/31/2022
     EES20,515$874 12/31/2022
Means Investment CO. Inc.19,545$832 12/31/2022
     EES19,545$832 12/31/2022
Essential Planning LLC.20,757$813 09/30/2022
     EES20,757$813 09/30/2022
Moller Financial Services18,535$789 12/31/2022
     EES18,535$789 12/31/2022
DAVENPORT & Co LLC18,276$778 12/31/2022
     EES18,276$778 12/31/2022
Cetera Investment Advisers17,833$699 09/30/2022
     EES17,833$699 09/30/2022
Blair William & Co. IL17,586$689 09/30/2022
     EES17,586$689 09/30/2022
Raymond James & Associates16,655$652 09/30/2022
     EES16,655$652 09/30/2022
NewSquare Capital LLC16,170$633 09/30/2022
     EES16,170$633 09/30/2022
Goldman Sachs Group Inc.15,029$589 09/30/2022
     EES15,029$589 09/30/2022
Leicht Financial Planning & Wealth Management Inc.13,535$576 12/31/2022
     EES13,535$576 12/31/2022
Tyler Stone Wealth Management13,993$548 09/30/2022
     EES13,993$548 09/30/2022
RFG Advisory LLC11,302$497 09/30/2022
     EES11,302$497 09/30/2022
Flagship Harbor Advisors LLC11,637$496 12/31/2022
     EES11,637$496 12/31/2022
Rockefeller Capital Management L.P.12,473$488 09/30/2022
     EES12,473$488 09/30/2022
Sweet Financial Partners LLC11,000$468 12/31/2022
     EES11,000$468 12/31/2022
S.A. Mason LLC10,735$457 12/31/2022
     EES10,735$457 12/31/2022
Steward Partners Investment Advisory LLC11,377$446 09/30/2022
     EES11,377$446 09/30/2022
Berger Financial Group Inc10,007$426 12/31/2022
     EES10,007$426 12/31/2022
CIBC Private Wealth Group LLC10,740$421 09/30/2022
     EES10,740$421 09/30/2022
Commerce Bank10,286$403 09/30/2022
     EES10,286$403 09/30/2022
LWM Advisory Services LLC9,806$384 09/30/2022
     EES9,806$384 09/30/2022
KMG Fiduciary Partners LLC8,756$373 12/31/2022
     EES8,756$373 12/31/2022
Patriot Financial Group Insurance Agency LLC8,471$361 12/31/2022
     EES8,471$361 12/31/2022
Wiley BROS. Aintree Capital LLC8,400$358 12/31/2022
     EES8,400$358 12/31/2022
Clearwater Capital Advisors LLC7,933$338 12/31/2022
     EES7,933$338 12/31/2022
Atria Wealth Solutions Inc.7,893$309 09/30/2022
     EES7,893$309 09/30/2022
PSI Advisors LLC7,241$308 12/31/2022
     EES7,241$308 12/31/2022
Cresset Asset Management LLC7,728$303 09/30/2022
     EES7,728$303 09/30/2022
Northwestern Mutual Wealth Management Co.7,348$288 09/30/2022
     EES7,348$288 09/30/2022
Claro Advisors LLC6,963$286 09/30/2022
     EES6,963$286 09/30/2022
Betterment LLC6,922$285 09/30/2022
     EES6,922$285 09/30/2022
Kingsview Wealth Management LLC6,555$257 09/30/2022
     EES6,555$257 09/30/2022
Astoria Portfolio Advisors LLC.5,413$247 12/31/2022
     EES5,413$247 12/31/2022
Essex Financial Services Inc.6,254$245 09/30/2022
     EES6,254$245 09/30/2022
Wilson & Boucher Capital Management LLC5,400$230 12/31/2022
     EES5,400$230 12/31/2022
Capital Management Corp VA5,335$227 12/31/2022
     EES5,335$227 12/31/2022
Janney Montgomery Scott LLC5,222$222 12/31/2022
     EES5,222$222 12/31/2022
Collaborative Wealth Managment Inc.5,445$213 09/30/2022
     EES5,445$213 09/30/2022
LVM Capital Management Ltd. MI4,775$203 12/31/2022
     EES4,775$203 12/31/2022
Tennessee Valley Asset Management Partners4,715$201 12/31/2022
     EES4,715$201 12/31/2022
Meeder Asset Management Inc.4,762$187 09/30/2022
     EES4,762$187 09/30/2022
U.S. Capital Wealth Advisors LLC3,807$162 12/31/2022
     EES3,807$162 12/31/2022
Trustcore Financial Services LLC4,000$157 09/30/2022
     EES4,000$157 09/30/2022
Asset Dedication LLC3,162$135 12/31/2022
     EES3,162$135 12/31/2022
JPMorgan Chase & Co.3,447$135 09/30/2022
     EES3,447$135 09/30/2022
The PNC Financial Services Group Inc.2,709$105 09/30/2022
     EES2,709$105 09/30/2022
O Shaughnessy Asset Management LLC2,497$98 09/30/2022
     EES2,497$98 09/30/2022
JFS Wealth Advisors LLC1,813$71 09/30/2022
     EES1,813$71 09/30/2022
Horizons Wealth Management1,628$69 12/31/2022
     EES1,628$69 12/31/2022
Qube Research & Technologies Ltd1,582$62 09/30/2022
     EES1,582$62 09/30/2022
Financial Connections Group Inc.1,350$52 09/30/2022
     EES1,350$52 09/30/2022
Laurel Wealth Advisors LLC1,270$50 09/30/2022
     EES1,270$50 09/30/2022
US Bancorp DE1,250$49 09/30/2022
     EES1,250$49 09/30/2022
MV Capital Management Inc.978$42 12/31/2022
     EES978$42 12/31/2022
Cullen Frost Bankers Inc.837$33 09/30/2022
     EES837$33 09/30/2022
Pacifica Partners Inc.692$29 12/31/2022
     EES692$29 12/31/2022
FMR LLC697$27 09/30/2022
     EES697$27 09/30/2022
EPG Wealth Management LLC613$24 09/30/2022
     EES613$24 09/30/2022
Benjamin F. Edwards & Company Inc.500$20 09/30/2022
     EES500$20 09/30/2022
IAG Wealth Partners LLC505$20 09/30/2022
     EES505$20 09/30/2022
Newbridge Financial Services Group Inc.375$16 12/31/2022
     EES375$16 12/31/2022
Signaturefd LLC250$11 12/31/2022
     EES250$11 12/31/2022
Addison Advisors LLC225$9 09/30/2022
     EES225$9 09/30/2022
Citigroup Inc.206$8 09/30/2022
     EES206$8 09/30/2022
Key Financial Inc145$6 12/31/2022
     EES145$6 12/31/2022
Covestor Ltd162$6 09/30/2022
     EES162$6 09/30/2022
Ancora Advisors LLC95$4 09/30/2022
     EES95$4 09/30/2022
Coston McIsaac & Partners100$3 09/30/2022
     EES100$3 09/30/2022
Harbour Investments Inc.52$2 09/30/2022
     EES52$2 09/30/2022
Montag A & Associates Inc.26$1 12/31/2022
     EES26$1 12/31/2022
Archer Investment Corp20$1 12/31/2022
     EES20$1 12/31/2022
Proequities Inc.0$0 12/31/2022
     EES0$0 12/31/2022
Arcus Capital Partners LLC10$0 12/31/2022
     EES10$0 12/31/2022
Assetmark Inc.2$0 09/30/2022
     EES2$0 09/30/2022

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

Quotes delayed 20 minutes

Email EnvelopeFree EES Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding EES | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.