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Funds Holding ESBA

On this page, we present all of the funds holding ESBA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ESBA, with a link to that fund's top holdings. The next columns indicate the amount of ESBA stock held by each of the funds holding ESBA, followed by the ESBA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 32 funds holding ESBA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by CI Private Wealth LLC. For more details on the positions held by CI Private Wealth LLC (or by any of the other funds holding ESBA), click the fund name in the "Holder" column of the funds-holding-ESBA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
CI Private Wealth LLC114,736$1,079 12/31/2023
     ESBA114,736$1,079 12/31/2023
Sterling Financial Group Inc.101,522$1,012 03/31/2024
     ESBA101,522$1,012 03/31/2024
North Star Investment Management Corp.94,631$890 12/31/2023
     ESBA94,631$890 12/31/2023
Commonwealth Equity Services LLC81,748$768 12/31/2023
     ESBA81,748$768 12/31/2023
Morgan Stanley73,725$693 12/31/2023
     ESBA73,725$693 12/31/2023
Susquehanna International Group LLP42,142$396 12/31/2023
     ESBA42,142$396 12/31/2023
Woodmont Investment Counsel LLC36,147$340 12/31/2023
     ESBA36,147$340 12/31/2023
Cassaday & Co Wealth Management LLC35,241$331 12/31/2023
     ESBA35,241$331 12/31/2023
Northwestern Mutual Wealth Management Co.35,000$329 12/31/2023
     ESBA35,000$329 12/31/2023
TIAA Trust National Association34,245$322 12/31/2023
     ESBA34,245$322 12/31/2023
D. Scott Neal Inc.29,000$289 03/31/2024
     ESBA29,000$289 03/31/2024
Oppenheimer & Co. Inc.24,692$232 12/31/2023
     ESBA24,692$232 12/31/2023
J. L. Bainbridge & Co. Inc.24,206$228 12/31/2023
     ESBA24,206$228 12/31/2023
Bank of Montreal Can17,212$178 12/31/2023
     ESBA17,212$178 12/31/2023
Tortoise Investment Management LLC18,897$178 12/31/2023
     ESBA18,897$178 12/31/2023
M&R Capital Management Inc.17,692$176 03/31/2024
     ESBA17,692$176 03/31/2024
Apella Capital LLC17,206$172 03/31/2024
     ESBA17,206$172 03/31/2024
Creative Planning17,977$169 12/31/2023
     ESBA17,977$169 12/31/2023
Wescott Financial Advisory Group LLC16,408$154 12/31/2023
     ESBA16,408$154 12/31/2023
Fiduciary Trust Co.16,000$150 12/31/2023
     ESBA16,000$150 12/31/2023
Seascape Capital Management14,754$139 12/31/2023
     ESBA14,754$139 12/31/2023
Wells Fargo & Company MN13,824$130 12/31/2023
     ESBA13,824$130 12/31/2023
Bell Investment Advisors Inc13,267$125 12/31/2023
     ESBA13,267$125 12/31/2023
TD Capital Management LLC13,092$123 12/31/2023
     ESBA13,092$123 12/31/2023
Samjo Management LLC12,904$121 12/31/2023
     ESBA12,904$121 12/31/2023
Citadel Advisors LLC12,040$113 12/31/2023
     ESBA12,040$113 12/31/2023
Cypress Capital Group10,741$101 12/31/2023
     ESBA10,741$101 12/31/2023
Northcape Wealth Management LLC10,000$94 12/31/2023
     ESBA10,000$94 12/31/2023
Country Trust Bank9,176$91 03/31/2024
     ESBA9,176$91 03/31/2024
UBS Group AG6,682$63 12/31/2023
     ESBA6,682$63 12/31/2023
Prestige Wealth Management Group LLC1,123$11 12/31/2023
     ESBA1,123$11 12/31/2023
Bank of America Corp DE232$2 12/31/2023
     ESBA232$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     ESBA0$0 12/31/2023

See Summary: Institutional Holders of ESBA
See Details: Top 10 Hedge Funds Holding ESBA

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