HoldingsChannel.com
Funds Holding EES
HolderAmountPosition Size
($ in 1000's)
 As of
PSI Advisors LLC73,625$37,784 06/30/2020
     EES73,625$37,784 06/30/2020
Morgan Stanley1,313,510$29,331 03/31/2020
     EES1,313,510$29,331 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
UBS Group AG508,559$14,433 06/30/2020
     EES508,559$14,433 06/30/2020
3D Asset Management Inc.487,369$13,832 06/30/2020
     EES487,369$13,832 06/30/2020
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
Raymond James Financial Services Advisors Inc.261,317$7,416 06/30/2020
     EES261,317$7,416 06/30/2020
Envestnet Asset Management Inc.208,698$5,923 06/30/2020
     EES208,698$5,923 06/30/2020
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
Wells Fargo & Company MN151,072$3,374 03/31/2020
     EES151,072$3,374 03/31/2020
Cambridge Investment Research Advisors Inc.106,087$3,011 06/30/2020
     EES106,087$3,011 06/30/2020
9258 Wealth Management LLC110,165$2,729 03/31/2020
     EES110,165$2,729 03/31/2020
Smithbridge Asset Management Inc. DE94,819$2,691 06/30/2020
     EES94,819$2,691 06/30/2020
Janney Montgomery Scott LLC93,103$2,642 06/30/2020
     EES93,103$2,642 06/30/2020
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
BSW Wealth Partners109,894$2,454 03/31/2020
     EES109,894$2,454 03/31/2020
Susquehanna International Group LLP103,727$2,316 03/31/2020
     EES103,727$2,316 03/31/2020
Royal Bank of Canada94,419$2,109 03/31/2020
     EES94,419$2,109 03/31/2020
Culbertson A N & Co. Inc.68,753$1,951 06/30/2020
     EES68,753$1,951 06/30/2020
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
Townsend Asset Management Corp NC ADV50,490$1,433 06/30/2020
     EES50,490$1,433 06/30/2020
Forefront Analytics LLC49,583$1,407 06/30/2020
     EES49,583$1,407 06/30/2020
HighTower Advisors LLC44,918$1,274 06/30/2020
     EES44,918$1,274 06/30/2020
Creative Planning43,858$1,245 06/30/2020
     EES43,858$1,245 06/30/2020
First Republic Investment Management Inc.48,970$1,094 03/31/2020
     EES48,970$1,094 03/31/2020
Clear Creek Financial Management LLC34,101$967 06/30/2020
     EES34,101$967 06/30/2020
Howard Wealth Management LLC33,403$947 06/30/2020
     EES33,403$947 06/30/2020
DAVENPORT & Co LLC32,897$934 06/30/2020
     EES32,897$934 06/30/2020
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
Clearwater Capital Advisors LLC23,399$664 06/30/2020
     EES23,399$664 06/30/2020
Stratos Wealth Partners LTD.22,819$648 06/30/2020
     EES22,819$648 06/30/2020
Avantax Advisory Services Inc.22,043$625 06/30/2020
     EES22,043$625 06/30/2020
Wealthstreet Investment Advisors LLC22,024$625 06/30/2020
     EES22,024$625 06/30/2020
Strategic Wealth Advisors Group LLC20,897$582 06/30/2020
     EES20,897$582 06/30/2020
Means Investment CO. Inc.24,396$557 03/31/2020
     EES24,396$557 03/31/2020
Moller Financial Services18,613$528 06/30/2020
     EES18,613$528 06/30/2020
Raymond James & Associates15,636$444 06/30/2020
     EES15,636$444 06/30/2020
Patriot Financial Group Insurance Agency LLC14,937$424 06/30/2020
     EES14,937$424 06/30/2020
S.A. Mason LLC14,834$421 06/30/2020
     EES14,834$421 06/30/2020
Two Sigma Securities LLC17,883$399 03/31/2020
     EES17,883$399 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
SVA Wealth Management LLC11,520$327 06/30/2020
     EES11,520$327 06/30/2020
Rockefeller Capital Management L.P.14,456$323 03/31/2020
     EES14,456$323 03/31/2020
Flagship Harbor Advisors LLC11,314$321 06/30/2020
     EES11,314$321 06/30/2020
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
NEXT Financial Group Inc10,023$284 06/30/2020
     EES10,023$284 06/30/2020
Portfolio Solutions LLC11,417$255 03/31/2020
     EES11,417$255 03/31/2020
Kelman Lazarov Inc.8,685$246 06/30/2020
     EES8,685$246 06/30/2020
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
KMG Fiduciary Partners LLC7,870$223 06/30/2020
     EES7,870$223 06/30/2020
LVM Capital Management Ltd. MI7,745$220 06/30/2020
     EES7,745$220 06/30/2020
Meristem Family Wealth LLC7,728$219 06/30/2020
     EES7,728$219 06/30/2020
Cadence Bank NA7,414$210 06/30/2020
     EES7,414$210 06/30/2020
Cottage Street Advisors LLC7,201$204 06/30/2020
     EES7,201$204 06/30/2020
Centaurus Financial Inc.7,820$175 03/31/2020
     EES7,820$175 03/31/2020
Global Retirement Partners LLC6,070$172 06/30/2020
     EES6,070$172 06/30/2020
Steward Partners Investment Advisory LLC5,248$149 06/30/2020
     EES5,248$149 06/30/2020
Trustcore Financial Services LLC4,800$136 06/30/2020
     EES4,800$136 06/30/2020
Northwestern Mutual Wealth Management Co.5,433$121 03/31/2020
     EES5,433$121 03/31/2020
SRS Capital Advisors Inc.3,959$112 06/30/2020
     EES3,959$112 06/30/2020
Asset Dedication LLC4,761$106 03/31/2020
     EES4,761$106 03/31/2020
JFS Wealth Advisors LLC2,478$70 06/30/2020
     EES2,478$70 06/30/2020
Laurel Wealth Advisors LLC2,479$70 06/30/2020
     EES2,479$70 06/30/2020
Valeo Financial Advisors LLC2,135$61 06/30/2020
     EES2,135$61 06/30/2020
Blair William & Co. IL2,368$53 03/31/2020
     EES2,368$53 03/31/2020
IFP Advisors Inc1,677$47 06/30/2020
     EES1,677$47 06/30/2020
JPMorgan Chase & Co.2,015$45 03/31/2020
     EES2,015$45 03/31/2020
Financial Architects Inc1,425$40 06/30/2020
     EES1,425$40 06/30/2020
US Bancorp DE890$25 06/30/2020
     EES890$25 06/30/2020
Ameritas Investment Company LLC1,196$24 03/31/2020
     EES1,196$24 03/31/2020
NewSquare Capital LLC815$23 06/30/2020
     EES815$23 06/30/2020
Kings Point Capital Management960$21 03/31/2020
     EES960$21 03/31/2020
Signaturefd LLC676$19 06/30/2020
     EES676$19 06/30/2020
Barrett Asset Management LLC675$19 06/30/2020
     EES675$19 06/30/2020
Golden State Wealth Management LLC829$19 03/31/2020
     EES829$19 03/31/2020
Arkadios Wealth Advisors621$17 06/30/2020
     EES621$17 06/30/2020
Verus Capital Partners LLC745$17 03/31/2020
     EES745$17 03/31/2020
Keebeck Wealth Management LLC594$16 06/30/2020
     EES594$16 06/30/2020
Accurate Investment Solutions Inc.533$12 03/31/2020
     EES533$12 03/31/2020
Fifth Third Bancorp396$11 06/30/2020
     EES396$11 06/30/2020
Benjamin F. Edwards & Company Inc.500$11 03/31/2020
     EES500$11 03/31/2020
PNC Financial Services Group Inc.279$8 06/30/2020
     EES279$8 06/30/2020
FMR LLC361$8 03/31/2020
     EES361$8 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
Gradient Investments LLC75$2 06/30/2020
     EES75$2 06/30/2020
Ancora Advisors LLC95$2 03/31/2020
     EES95$2 03/31/2020
Allworth Financial LP34$1 06/30/2020
     EES34$1 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC26$0 06/30/2020
     EES26$0 06/30/2020
Proequities Inc.0$0 03/31/2020
     EES0$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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