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Funds Holding ERC

On this page, we present all of the funds holding ERC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ERC, with a link to that fund's top holdings. The next columns indicate the amount of ERC stock held by each of the funds holding ERC, followed by the ERC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 65 funds holding ERC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Royal Bank of Canada. For more details on the positions held by Royal Bank of Canada (or by any of the other funds holding ERC), click the fund name in the "Holder" column of the funds-holding-ERC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Royal Bank of Canada401,163$3,787 12/31/2023
     ERC401,163$3,787 12/31/2023
Shaker Financial Services LLC371,274$3,527 12/31/2023
     ERC371,274$3,527 12/31/2023
Invesco Ltd.326,688$3,084 12/31/2023
     ERC326,688$3,084 12/31/2023
Raymond James & Associates283,790$2,648 03/31/2024
     ERC283,790$2,648 03/31/2024
Ameriprise Financial Inc.268,689$2,536 12/31/2023
     ERC268,689$2,536 12/31/2023
Morgan Stanley236,534$2,233 12/31/2023
     ERC236,534$2,233 12/31/2023
Raymond James Financial Services Advisors Inc.219,144$2,045 03/31/2024
     ERC219,144$2,045 03/31/2024
Advisor Group Holdings Inc.200,497$1,893 12/31/2023
     ERC200,497$1,893 12/31/2023
Sowell Financial Services LLC177,929$1,691 12/31/2023
     ERC177,929$1,691 12/31/2023
Stifel Financial Corp173,297$1,636 12/31/2023
     ERC173,297$1,636 12/31/2023
Northwestern Mutual Wealth Management Co.149,363$1,410 12/31/2023
     ERC149,363$1,410 12/31/2023
Cohen & Steers Inc.143,767$1,357 12/31/2023
     ERC143,767$1,357 12/31/2023
Fiera Capital Corp110,407$1,042 12/31/2023
     ERC110,407$1,042 12/31/2023
Benjamin F. Edwards & Company Inc.107,927$1,019 12/31/2023
     ERC107,927$1,019 12/31/2023
Sit Investment Associates Inc.106,540$1,006 12/31/2023
     ERC106,540$1,006 12/31/2023
Guggenheim Capital LLC65,991$623 12/31/2023
     ERC65,991$623 12/31/2023
Bank of America Corp DE65,740$621 12/31/2023
     ERC65,740$621 12/31/2023
UBS Group AG57,738$545 12/31/2023
     ERC57,738$545 12/31/2023
Landscape Capital Management L.L.C.54,618$516 12/31/2023
     ERC54,618$516 12/31/2023
Peapack Gladstone Financial Corp54,183$511 12/31/2023
     ERC54,183$511 12/31/2023
Capital Investment Advisors LLC51,475$480 03/31/2024
     ERC51,475$480 03/31/2024
Envestnet Asset Management Inc.45,796$432 12/31/2023
     ERC45,796$432 12/31/2023
GWM Advisors LLC40,600$380 12/31/2023
     ERC40,600$380 12/31/2023
Selway Asset Management35,851$334 03/31/2024
     ERC35,851$334 03/31/2024
Uncommon Cents Investing LLC34,950$326 03/31/2024
     ERC34,950$326 03/31/2024
Cambridge Investment Research Advisors Inc.29,647$277 03/31/2024
     ERC29,647$277 03/31/2024
Private Advisor Group LLC29,342$277 12/31/2023
     ERC29,342$277 12/31/2023
International Assets Investment Management LLC28,152$262 03/31/2024
     ERC28,152$262 03/31/2024
Mariner LLC26,496$250 12/31/2023
     ERC26,496$250 12/31/2023
Moors & Cabot Inc.25,700$243 12/31/2023
     ERC25,700$243 12/31/2023
LPL Financial LLC23,887$225 12/31/2023
     ERC23,887$225 12/31/2023
Susquehanna International Group LLP23,195$219 12/31/2023
     ERC23,195$219 12/31/2023
Advisors Asset Management Inc.22,927$216 12/31/2023
     ERC22,927$216 12/31/2023
Stonebrook Private Inc.22,487$212 12/31/2023
     ERC22,487$212 12/31/2023
Custom Index Systems LLC22,023$208 12/31/2023
     ERC22,023$208 12/31/2023
Concurrent Investment Advisors LLC19,657$186 12/31/2023
     ERC19,657$186 12/31/2023
Capital Wealth Alliance LLC18,920$179 12/31/2023
     ERC18,920$179 12/31/2023
Kingsview Wealth Management LLC15,323$145 12/31/2023
     ERC15,323$145 12/31/2023
Wolverine Asset Management LLC14,323$135 12/31/2023
     ERC14,323$135 12/31/2023
Global Assets Advisory LLC14,073$131 03/31/2024
     ERC14,073$131 03/31/2024
Commonwealth Equity Services LLC13,265$125 12/31/2023
     ERC13,265$125 12/31/2023
Nwam LLC12,859$121 12/31/2023
     ERC12,859$121 12/31/2023
Dynamic Advisor Solutions LLC12,444$116 03/31/2024
     ERC12,444$116 03/31/2024
Cetera Investment Advisers11,780$111 12/31/2023
     ERC11,780$111 12/31/2023
Cetera Advisor Networks LLC11,657$110 12/31/2023
     ERC11,657$110 12/31/2023
Semus Wealth Partners LLC11,660$110 12/31/2023
     ERC11,660$110 12/31/2023
Scissortail Wealth Management LLC11,241$106 12/31/2023
     ERC11,241$106 12/31/2023
Arkadios Wealth Advisors10,924$103 12/31/2023
     ERC10,924$103 12/31/2023
Janney Montgomery Scott LLC10,767$102 12/31/2023
     ERC10,767$102 12/31/2023
Elequin Capital LP7,300$69 12/31/2023
     ERC7,300$69 12/31/2023
Hollencrest Capital Management5,454$51 12/31/2023
     ERC5,454$51 12/31/2023
Comerica Bank4,427$42 12/31/2023
     ERC4,427$42 12/31/2023
Coppell Advisory Solutions LLC3,900$37 12/31/2023
     ERC3,900$37 12/31/2023
Private Trust Co. NA2,655$25 03/31/2024
     ERC2,655$25 03/31/2024
CoreFirst Bank & Trust2,567$24 12/31/2023
     ERC2,567$24 12/31/2023
FNY Investment Advisers LLC1,600$15 12/31/2023
     ERC1,600$15 12/31/2023
US Bancorp DE1,478$14 12/31/2023
     ERC1,478$14 12/31/2023
McIlrath & Eck LLC1,510$14 12/31/2023
     ERC1,510$14 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC834$8 12/31/2023
     ERC834$8 12/31/2023
Steward Partners Investment Advisory LLC770$7 12/31/2023
     ERC770$7 12/31/2023
The PNC Financial Services Group Inc.602$6 12/31/2023
     ERC602$6 12/31/2023
Geneos Wealth Management Inc.586$6 12/31/2023
     ERC586$6 12/31/2023
Winch Advisory Services LLC160$2 12/31/2023
     ERC160$2 12/31/2023
Wells Fargo & Company MN151$1 12/31/2023
     ERC151$1 12/31/2023
Sound Income Strategies LLC0$0 03/31/2024
     ERC0$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     ERC0$0 12/31/2023

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

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