Funds Holding EFR

On this page, we present all of the funds holding EFR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EFR, with a link to that fund's top holdings. The next columns indicate the amount of EFR stock held by each of the funds holding EFR, followed by the EFR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 80 funds holding EFR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding EFR), click the fund name in the "Holder" column of the funds-holding-EFR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE781,665$9,591 06/30/2022
     EFR781,665$9,591 06/30/2022
Morgan Stanley750,812$9,212 06/30/2022
     EFR750,812$9,212 06/30/2022
Guggenheim Capital LLC611,525$7,503 06/30/2022
     EFR611,525$7,503 06/30/2022
Marble Harbor Investment Counsel LLC586,403$7,195 06/30/2022
     EFR586,403$7,195 06/30/2022
White Pine Capital LLC540,481$6,632 06/30/2022
     EFR540,481$6,632 06/30/2022
Invesco Ltd.454,211$5,573 06/30/2022
     EFR454,211$5,573 06/30/2022
Shorepoint Capital Partners LLC319,970$3,926 06/30/2022
     EFR319,970$3,926 06/30/2022
Raymond James & Associates275,207$3,377 06/30/2022
     EFR275,207$3,377 06/30/2022
Ameriprise Financial Inc.229,887$2,820 06/30/2022
     EFR229,887$2,820 06/30/2022
Oaktree Capital Management LP224,450$2,754 06/30/2022
     EFR224,450$2,754 06/30/2022
UBS Group AG171,497$2,104 06/30/2022
     EFR171,497$2,104 06/30/2022
Advisor Group Holdings Inc.150,342$1,844 06/30/2022
     EFR150,342$1,844 06/30/2022
Wells Fargo & Company MN139,403$1,710 06/30/2022
     EFR139,403$1,710 06/30/2022
Shaker Financial Services LLC136,683$1,677 06/30/2022
     EFR136,683$1,677 06/30/2022
LPL Financial LLC100,472$1,233 06/30/2022
     EFR100,472$1,233 06/30/2022
Cambridge Investment Research Advisors Inc.99,752$1,224 06/30/2022
     EFR99,752$1,224 06/30/2022
Ballew Advisors Inc94,586$1,137 06/30/2022
     EFR94,586$1,137 06/30/2022
CoreCap Advisors LLC89,310$1,096 06/30/2022
     EFR89,310$1,096 06/30/2022
Oxbow Advisors LLC86,349$1,059 06/30/2022
     EFR86,349$1,059 06/30/2022
Capital Investment Advisors LLC79,705$978 06/30/2022
     EFR79,705$978 06/30/2022
LeJeune Puetz Investment Counsel LLC73,172$897 06/30/2022
     EFR73,172$897 06/30/2022
Cohen & Steers Inc.71,684$880 06/30/2022
     EFR71,684$880 06/30/2022
Garner Asset Management Corp71,341$875 06/30/2022
     EFR71,341$875 06/30/2022
AEGON USA Investment Management LLC62,291$764 06/30/2022
     EFR62,291$764 06/30/2022
Independent Wealth Network Inc.51,098$627 06/30/2022
     EFR51,098$627 06/30/2022
WESCAP Management Group Inc.48,903$600 06/30/2022
     EFR48,903$600 06/30/2022
Cardiff Park Advisors LLC47,883$588 06/30/2022
     EFR47,883$588 06/30/2022
Northwestern Mutual Wealth Management Co.47,428$582 06/30/2022
     EFR47,428$582 06/30/2022
Landscape Capital Management L.L.C.38,104$468 06/30/2022
     EFR38,104$468 06/30/2022
Virtus ETF Advisers LLC36,805$452 06/30/2022
     EFR36,805$452 06/30/2022
Shufro Rose & Co. LLC34,600$425 06/30/2022
     EFR34,600$425 06/30/2022
Prospera Financial Services Inc33,900$416 06/30/2022
     EFR33,900$416 06/30/2022
Intersect Capital LLC32,351$397 06/30/2022
     EFR32,351$397 06/30/2022
Royal Bank of Canada26,979$331 06/30/2022
     EFR26,979$331 06/30/2022
Sandy Cove Advisors LLC25,891$318 06/30/2022
     EFR25,891$318 06/30/2022
Advisors Asset Management Inc.25,707$315 06/30/2022
     EFR25,707$315 06/30/2022
Stratos Wealth Partners LTD.22,069$271 06/30/2022
     EFR22,069$271 06/30/2022
Standard Family Office LLC22,000$270 06/30/2022
     EFR22,000$270 06/30/2022
ST Germain D J Co. Inc.20,000$268 06/30/2022
     EFR20,000$268 06/30/2022
Raymond James Financial Services Advisors Inc.21,398$263 06/30/2022
     EFR21,398$263 06/30/2022
SFI Advisors LLC21,440$263 06/30/2022
     EFR21,440$263 06/30/2022
Highlander Capital Management LLC21,068$259 06/30/2022
     EFR21,068$259 06/30/2022
Sandy Spring Bank20,500$252 06/30/2022
     EFR20,500$252 06/30/2022
Envestnet Asset Management Inc.20,012$246 06/30/2022
     EFR20,012$246 06/30/2022
Horizon Kinetics Asset Management LLC20,001$245 06/30/2022
     EFR20,001$245 06/30/2022
Cetera Investment Advisers18,406$226 06/30/2022
     EFR18,406$226 06/30/2022
Cetera Advisor Networks LLC17,424$214 06/30/2022
     EFR17,424$214 06/30/2022
Aviance Capital Partners LLC16,609$204 06/30/2022
     EFR16,609$204 06/30/2022
Sigma Planning Corp16,373$201 06/30/2022
     EFR16,373$201 06/30/2022
Wedbush Securities Inc.16,237$199 06/30/2022
     EFR16,237$199 06/30/2022
Financial Advocates Investment Management15,734$193 06/30/2022
     EFR15,734$193 06/30/2022
Cpwm LLC14,946$183 06/30/2022
     EFR14,946$183 06/30/2022
Lumature Wealth Partners LLC14,764$181 06/30/2022
     EFR14,764$181 06/30/2022
Commonwealth Equity Services LLC14,025$172 06/30/2022
     EFR14,025$172 06/30/2022
Twin Focus Capital Partners LLC14,000$172 06/30/2022
     EFR14,000$172 06/30/2022
Avantax Advisory Services Inc.13,639$167 06/30/2022
     EFR13,639$167 06/30/2022
Fortitude Advisory Group L.L.C.12,464$153 06/30/2022
     EFR12,464$153 06/30/2022
Synovus Financial Corp11,587$142 06/30/2022
     EFR11,587$142 06/30/2022
Susquehanna International Group LLP11,346$139 06/30/2022
     EFR11,346$139 06/30/2022
IHT Wealth Management LLC10,884$134 06/30/2022
     EFR10,884$134 06/30/2022
JTC Employer Solutions Trusteee Ltd7,000$86 06/30/2022
     EFR7,000$86 06/30/2022
Private Trust Co. NA6,600$81 06/30/2022
     EFR6,600$81 06/30/2022
Steward Partners Investment Advisory LLC6,000$74 06/30/2022
     EFR6,000$74 06/30/2022
Captrust Financial Advisors4,992$61 06/30/2022
     EFR4,992$61 06/30/2022
Montag A & Associates Inc.4,929$60 06/30/2022
     EFR4,929$60 06/30/2022
Harbour Investments Inc.3,232$40 06/30/2022
     EFR3,232$40 06/30/2022
Accel Wealth Management3,000$36 06/30/2022
     EFR3,000$36 06/30/2022
Optimum Investment Advisors2,700$33 06/30/2022
     EFR2,700$33 06/30/2022
Piscataqua Savings Bank1,586$19 06/30/2022
     EFR1,586$19 06/30/2022
US Bancorp DE1,500$18 06/30/2022
     EFR1,500$18 06/30/2022
IFP Advisors Inc1,000$15 06/30/2022
     EFR1,000$15 06/30/2022
Addison Advisors LLC1,215$15 06/30/2022
     EFR1,215$15 06/30/2022
EverSource Wealth Advisors LLC599$7 06/30/2022
     EFR599$7 06/30/2022
Geneos Wealth Management Inc.600$7 06/30/2022
     EFR600$7 06/30/2022
National Bank of Canada FI219$3 06/30/2022
     EFR219$3 06/30/2022
CWM LLC125$2 06/30/2022
     EFR125$2 06/30/2022
Rockefeller Capital Management L.P.225$2 06/30/2022
     EFR225$2 06/30/2022
Larson Financial Group LLC75$1 06/30/2022
     EFR75$1 06/30/2022
Huntington National Bank1$0 06/30/2022
     EFR1$0 06/30/2022
Proequities Inc.0$0 06/30/2022
     EFR0$0 06/30/2022
Concord Wealth Partners20$0 06/30/2022
     EFR20$0 06/30/2022

See Summary: Institutional Holders of EFR
See Details: Top 10 Hedge Funds Holding EFR
Also See: EFR Insider Buying
Also See: EFR Holdings Changes

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