HoldingsChannel.com
Funds Holding ESGD
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,000,694$265,837 03/31/2020
     ESGD5,000,694$265,837 03/31/2020
Morgan Stanley2,108,901$112,109 03/31/2020
     ESGD2,108,901$112,109 03/31/2020
Personal Capital Advisors Corp1,802,784$95,870 03/31/2020
     ESGD1,802,784$95,870 03/31/2020
UBS Group AG1,059,704$56,334 03/31/2020
     ESGD1,059,704$56,334 03/31/2020
Envestnet Asset Management Inc.765,264$40,681 03/31/2020
     ESGD765,264$40,681 03/31/2020
Northern Trust Corp724,152$38,496 03/31/2020
     ESGD724,152$38,496 03/31/2020
Betterment LLC684,268$36,376 03/31/2020
     ESGD684,268$36,376 03/31/2020
Commonwealth Equity Services LLC683,858$36,353 03/31/2020
     ESGD683,858$36,353 03/31/2020
Fifth Third Bancorp568,276$30,210 03/31/2020
     ESGD568,276$30,210 03/31/2020
JPMorgan Chase & Co.565,518$30,063 03/31/2020
     ESGD565,518$30,063 03/31/2020
BlackRock Inc.533,809$28,377 03/31/2020
     ESGD533,809$28,377 03/31/2020
Goldman Sachs Group Inc.455,428$24,211 03/31/2020
     ESGD455,428$24,211 03/31/2020
Wells Fargo & Company MN438,888$23,331 03/31/2020
     ESGD438,888$23,331 03/31/2020
Putnam FL Investment Management Co.378,057$20,098 03/31/2020
     ESGD378,057$20,098 03/31/2020
Ladenburg Thalmann Financial Services Inc.231,849$15,906 12/31/2019
     ESGD231,849$15,906 12/31/2019
Ameriprise Financial Inc.303,216$15,896 03/31/2020
     ESGD303,216$15,896 03/31/2020
Blair William & Co. IL278,732$14,817 03/31/2020
     ESGD278,732$14,817 03/31/2020
PNC Financial Services Group Inc.248,216$13,194 03/31/2020
     ESGD248,216$13,194 03/31/2020
Royal Bank of Canada232,517$12,361 03/31/2020
     ESGD232,517$12,361 03/31/2020
Ellevest Inc.218,606$11,621 03/31/2020
     ESGD218,606$11,621 03/31/2020
Highland Private Wealth Management208,603$11,089 03/31/2020
     ESGD208,603$11,089 03/31/2020
D.A. Davidson & CO.177,372$9,429 03/31/2020
     ESGD177,372$9,429 03/31/2020
Citadel Advisors LLC172,978$9,196 03/31/2020
     ESGD172,978$9,196 03/31/2020
EP Wealth Advisors LLC169,078$8,988 03/31/2020
     ESGD169,078$8,988 03/31/2020
ETRADE Capital Management LLC165,320$8,788 03/31/2020
     ESGD165,320$8,788 03/31/2020
Private Ocean LLC153,340$8,151 03/31/2020
     ESGD153,340$8,151 03/31/2020
Howland Capital Management LLC146,508$7,788 03/31/2020
     ESGD146,508$7,788 03/31/2020
Nottingham Advisors Inc.138,983$7,388 03/31/2020
     ESGD138,983$7,388 03/31/2020
MML Investors Services LLC129,069$6,861 03/31/2020
     ESGD129,069$6,861 03/31/2020
Keybank National Association OH117,297$6,236 03/31/2020
     ESGD117,297$6,236 03/31/2020
Fiduciary Trust Co.116,390$6,187 03/31/2020
     ESGD116,390$6,187 03/31/2020
Creative Planning108,299$5,757 03/31/2020
     ESGD108,299$5,757 03/31/2020
Thrivent Financial for Lutherans103,906$5,524 03/31/2020
     ESGD103,906$5,524 03/31/2020
Regentatlantic Capital LLC103,497$5,502 03/31/2020
     ESGD103,497$5,502 03/31/2020
Parsec Financial Management Inc.94,033$4,999 03/31/2020
     ESGD94,033$4,999 03/31/2020
Northwestern Mutual Wealth Management Co.81,126$4,314 03/31/2020
     ESGD81,126$4,314 03/31/2020
Cambridge Investment Research Advisors Inc.78,910$4,195 03/31/2020
     ESGD78,910$4,195 03/31/2020
Natixis Advisors L.P.75,488$4,013 03/31/2020
     ESGD75,488$4,013 03/31/2020
Lake Street Advisors Group LLC73,915$3,929 03/31/2020
     ESGD73,915$3,929 03/31/2020
Windsor Capital Management LLC72,272$3,842 03/31/2020
     ESGD72,272$3,842 03/31/2020
Sei Investments Co.72,191$3,835 03/31/2020
     ESGD72,191$3,835 03/31/2020
Cetera Advisor Networks LLC67,142$3,569 03/31/2020
     ESGD67,142$3,569 03/31/2020
Susquehanna International Group LLP63,133$3,356 03/31/2020
     ESGD63,133$3,356 03/31/2020
LPL Financial LLC55,870$2,970 03/31/2020
     ESGD55,870$2,970 03/31/2020
Mercer Global Advisors Inc. ADV53,919$2,866 03/31/2020
     ESGD53,919$2,866 03/31/2020
Pennsylvania Trust Co49,948$2,656 03/31/2020
     ESGD49,948$2,656 03/31/2020
Mission Wealth Management LP47,682$2,535 03/31/2020
     ESGD47,682$2,535 03/31/2020
C J Advisory Inc.42,435$2,255 03/31/2020
     ESGD42,435$2,255 03/31/2020
BSW Wealth Partners42,042$2,235 03/31/2020
     ESGD42,042$2,235 03/31/2020
Baystate Wealth Management LLC41,492$2,206 03/31/2020
     ESGD41,492$2,206 03/31/2020
Raymond James & Associates40,104$2,132 03/31/2020
     ESGD40,104$2,132 03/31/2020
Tiedemann Advisors LLC40,057$2,129 03/31/2020
     ESGD40,057$2,129 03/31/2020
Baird Financial Group Inc.39,571$2,104 03/31/2020
     ESGD39,571$2,104 03/31/2020
Advisor Group Holdings Inc.46,944$2,080 03/31/2020
     ESGD46,944$2,080 03/31/2020
Stifel Financial Corp37,202$1,977 03/31/2020
     ESGD37,202$1,977 03/31/2020
Greenwood Capital Associates LLC36,015$1,915 03/31/2020
     ESGD36,015$1,915 03/31/2020
Park Avenue Securities LLC34,683$1,844 03/31/2020
     ESGD34,683$1,844 03/31/2020
HighTower Advisors LLC33,339$1,772 03/31/2020
     ESGD33,339$1,772 03/31/2020
Financial Advisors LLC31,775$1,689 03/31/2020
     ESGD31,775$1,689 03/31/2020
US Bancorp DE31,621$1,681 03/31/2020
     ESGD31,621$1,681 03/31/2020
Deutsche Bank AG28,745$1,528 03/31/2020
     ESGD28,745$1,528 03/31/2020
DiMeo Schneider & Associates L.L.C.24,443$1,299 03/31/2020
     ESGD24,443$1,299 03/31/2020
Princeton Global Asset Management LLC23,360$1,242 03/31/2020
     ESGD23,360$1,242 03/31/2020
Steward Partners Investment Advisory LLC23,277$1,237 03/31/2020
     ESGD23,277$1,237 03/31/2020
SVA Wealth Management LLC23,255$1,236 03/31/2020
     ESGD23,255$1,236 03/31/2020
Raymond James Financial Services Advisors Inc.23,212$1,234 03/31/2020
     ESGD23,212$1,234 03/31/2020
Litman Gregory Asset Management LLC23,131$1,230 03/31/2020
     ESGD23,131$1,230 03/31/2020
Frisch Financial Group Inc.22,772$1,211 03/31/2020
     ESGD22,772$1,211 03/31/2020
Prio Wealth Limited Partnership22,630$1,203 03/31/2020
     ESGD22,630$1,203 03/31/2020
Financial Insights Inc.21,255$1,130 03/31/2020
     ESGD21,255$1,130 03/31/2020
Ally Invest Advisors Inc.20,009$1,064 03/31/2020
     ESGD20,009$1,064 03/31/2020
O Brien Wealth Partners LLC19,690$1,017 03/31/2020
     ESGD19,690$1,017 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management19,030$1,012 03/31/2020
     ESGD19,030$1,012 03/31/2020
Pitcairn Co.18,757$997 03/31/2020
     ESGD18,757$997 03/31/2020
Connecticut Wealth Management LLC18,511$984 03/31/2020
     ESGD18,511$984 03/31/2020
Silicon Hills Wealth Management LLC18,280$972 03/31/2020
     ESGD18,280$972 03/31/2020
Accredited Investors Inc.17,698$941 03/31/2020
     ESGD17,698$941 03/31/2020
Advisory Services Network LLC17,037$906 03/31/2020
     ESGD17,037$906 03/31/2020
Blue Edge Capital LLC16,715$889 03/31/2020
     ESGD16,715$889 03/31/2020
White Lighthouse Investment Management Inc.16,523$878 03/31/2020
     ESGD16,523$878 03/31/2020
BigSur Wealth Management LLC15,000$797 03/31/2020
     ESGD15,000$797 03/31/2020
Affinity Capital Advisors LLC14,112$779 03/31/2020
     ESGD14,112$779 03/31/2020
Vision Capital Management Inc.14,500$771 03/31/2020
     ESGD14,500$771 03/31/2020
APCM Wealth Management for Individuals14,410$766 03/31/2020
     ESGD14,410$766 03/31/2020
Sullivan Bruyette Speros & Blaney LLC14,128$751 03/31/2020
     ESGD14,128$751 03/31/2020
Financial Architects Inc14,097$749 03/31/2020
     ESGD14,097$749 03/31/2020
Sowell Financial Services LLC13,990$744 03/31/2020
     ESGD13,990$744 03/31/2020
LFA Lugano Financial Advisors SA10,650$712 03/31/2020
     ESGD10,650$712 03/31/2020
Johnson Financial Group LLC13,053$694 03/31/2020
     ESGD13,053$694 03/31/2020
Veritable L.P.12,934$688 03/31/2020
     ESGD12,934$688 03/31/2020
RHS Financial LLC12,640$672 03/31/2020
     ESGD12,640$672 03/31/2020
Advisor Group Inc.9,734$669 12/31/2019
     ESGD9,734$669 12/31/2019
Alesco Advisors LLC12,350$657 03/31/2020
     ESGD12,350$657 03/31/2020
Whittier Trust Co.12,300$654 03/31/2020
     ESGD12,300$654 03/31/2020
Bank Julius Baer & Co. Ltd Zurich12,244$651 03/31/2020
     ESGD12,244$651 03/31/2020
Strategic Wealth Advisors Group LLC12,618$643 03/31/2020
     ESGD12,618$643 03/31/2020
Gould Asset Management LLC CA11,815$628 03/31/2020
     ESGD11,815$628 03/31/2020
Private Advisor Group LLC11,226$597 03/31/2020
     ESGD11,226$597 03/31/2020
Stearns Financial Services Group10,993$584 03/31/2020
     ESGD10,993$584 03/31/2020
Chesley Taft & Associates LLC10,920$581 03/31/2020
     ESGD10,920$581 03/31/2020
Baker Avenue Asset Management LP10,704$569 03/31/2020
     ESGD10,704$569 03/31/2020
Wealthsource Partners LLC10,610$564 03/31/2020
     ESGD10,610$564 03/31/2020
Main Management LLC10,536$560 03/31/2020
     ESGD10,536$560 03/31/2020
Cranbrook Wealth Management LLC10,448$555 03/31/2020
     ESGD10,448$555 03/31/2020
Keel Point LLC10,215$543 03/31/2020
     ESGD10,215$543 03/31/2020
Global Trust Asset Management LLC9,985$537 03/31/2020
     ESGD9,985$537 03/31/2020
Beacon Pointe Wealth Advisors LLC7,471$513 12/31/2019
     ESGD7,471$513 12/31/2019
PFS Investments Inc.9,605$511 03/31/2020
     ESGD9,605$511 03/31/2020
Patriot Financial Group Insurance Agency LLC9,553$508 03/31/2020
     ESGD9,553$508 03/31/2020
Schneider Downs Wealth Management Advisors LP9,443$502 03/31/2020
     ESGD9,443$502 03/31/2020
Lincoln National Corp9,280$493 03/31/2020
     ESGD9,280$493 03/31/2020
Savant Capital LLC9,046$481 03/31/2020
     ESGD9,046$481 03/31/2020
Capital One National Association6,827$469 12/31/2019
     ESGD6,827$469 12/31/2019
REDW Wealth LLC8,743$465 03/31/2020
     ESGD8,743$465 03/31/2020
Vicus Capital8,621$458 03/31/2020
     ESGD8,621$458 03/31/2020
Hilltop Wealth Advisors LLC8,523$453 03/31/2020
     ESGD8,523$453 03/31/2020
McMahon Financial Advisors LLC7,638$406 03/31/2020
     ESGD7,638$406 03/31/2020
Buckingham Asset Management LLC7,526$400 03/31/2020
     ESGD7,526$400 03/31/2020
Sage Advisory Services Ltd.Co.7,415$394 03/31/2020
     ESGD7,415$394 03/31/2020
Garde Capital Inc.7,333$390 03/31/2020
     ESGD7,333$390 03/31/2020
Wellesley Investment Partners LLC7,343$390 03/31/2020
     ESGD7,343$390 03/31/2020
CIBC Asset Management Inc7,170$381 03/31/2020
     ESGD7,170$381 03/31/2020
Parkside Advisors LLC7,115$378 03/31/2020
     ESGD7,115$378 03/31/2020
Dorsey & Whitney Trust CO LLC7,095$377 03/31/2020
     ESGD7,095$377 03/31/2020
Sand Hill Global Advisors LLC6,962$370 03/31/2020
     ESGD6,962$370 03/31/2020
Watson Rebecca6,675$360 03/31/2020
     ESGD6,675$360 03/31/2020
Raymond James Trust N.A.6,696$356 03/31/2020
     ESGD6,696$356 03/31/2020
Relyea Zuckerberg Hanson LLC6,675$355 03/31/2020
     ESGD6,675$355 03/31/2020
Capital One Financial Corp6,579$350 03/31/2020
     ESGD6,579$350 03/31/2020
Quest Capital Management Inc. ADV6,567$349 03/31/2020
     ESGD6,567$349 03/31/2020
Institutional & Family Asset Management LLC6,542$348 03/31/2020
     ESGD6,542$348 03/31/2020
Partnervest Advisory Services LLC6,469$344 03/31/2020
     ESGD6,469$344 03/31/2020
Ferguson Wellman Capital Management Inc.6,363$338 03/31/2020
     ESGD6,363$338 03/31/2020
CWM LLC6,285$334 03/31/2020
     ESGD6,285$334 03/31/2020
Braun Bostich & Associates Inc.6,493$330 03/31/2020
     ESGD6,493$330 03/31/2020
One Capital Management LLC6,173$328 03/31/2020
     ESGD6,173$328 03/31/2020
CLS Investments LLC6,133$326 03/31/2020
     ESGD6,133$326 03/31/2020
Enterprise Financial Services Corp6,060$322 03/31/2020
     ESGD6,060$322 03/31/2020
Bigelow Investment Advisors LLC5,848$311 03/31/2020
     ESGD5,848$311 03/31/2020
Stratos Wealth Partners LTD.5,712$304 03/31/2020
     ESGD5,712$304 03/31/2020
JNBA Financial Advisors5,388$286 03/31/2020
     ESGD5,388$286 03/31/2020
Van Hulzen Asset Management LLC5,330$283 03/31/2020
     ESGD5,330$283 03/31/2020
PDS Planning Inc5,221$278 03/31/2020
     ESGD5,221$278 03/31/2020
Community Bank N.A.5,230$278 03/31/2020
     ESGD5,230$278 03/31/2020
Cobblestone Capital Advisors LLC NY5,090$271 03/31/2020
     ESGD5,090$271 03/31/2020
Paracle Advisors LLC5,079$270 03/31/2020
     ESGD5,079$270 03/31/2020
Equitable Holdings Inc.5,060$269 03/31/2020
     ESGD5,060$269 03/31/2020
TCF National Bank4,930$262 03/31/2020
     ESGD4,930$262 03/31/2020
Truist Financial Corp4,850$258 03/31/2020
     ESGD4,850$258 03/31/2020
Wealth Enhancement Advisory Services LLC4,541$253 03/31/2020
     ESGD4,541$253 03/31/2020
Halbert Hargrove Global Advisors LLC4,664$248 03/31/2020
     ESGD4,664$248 03/31/2020
AJ Wealth Strategies LLC4,536$241 03/31/2020
     ESGD4,536$241 03/31/2020
Beacon Pointe Advisors LLC4,498$239 03/31/2020
     ESGD4,498$239 03/31/2020
Maxim Capital Management LLC4,318$230 03/31/2020
     ESGD4,318$230 03/31/2020
Kelman Lazarov Inc.4,149$221 03/31/2020
     ESGD4,149$221 03/31/2020
Wesbanco Bank Inc.4,037$215 03/31/2020
     ESGD4,037$215 03/31/2020
Trust Co. of Vermont4,036$214 03/31/2020
     ESGD4,036$214 03/31/2020
TPG Financial Advisors LLC3,920$208 03/31/2020
     ESGD3,920$208 03/31/2020
Homrich & Berg3,860$205 03/31/2020
     ESGD3,860$205 03/31/2020
Neumann Capital Management LLC3,855$205 03/31/2020
     ESGD3,855$205 03/31/2020
Ellenbecker Investment Group3,819$203 03/31/2020
     ESGD3,819$203 03/31/2020
Tarbox Family Office Inc.3,446$183 03/31/2020
     ESGD3,446$183 03/31/2020
Parallel Advisors LLC3,362$178 03/31/2020
     ESGD3,362$178 03/31/2020
Citigroup Inc.3,321$177 03/31/2020
     ESGD3,321$177 03/31/2020
Atlas Capital Advisors LLC3,196$170 03/31/2020
     ESGD3,196$170 03/31/2020
Pittenger & Anderson Inc.2,646$141 03/31/2020
     ESGD2,646$141 03/31/2020
Asset Dedication LLC2,449$131 03/31/2020
     ESGD2,449$131 03/31/2020
Coastal Capital Group Inc.2,443$129 03/31/2020
     ESGD2,443$129 03/31/2020
First Horizon Advisors Inc.2,267$120 03/31/2020
     ESGD2,267$120 03/31/2020
Sterling Investment Advisors Ltd.2,123$112 03/31/2020
     ESGD2,123$112 03/31/2020
Trustcore Financial Services LLC2,046$109 03/31/2020
     ESGD2,046$109 03/31/2020
Private Capital Group LLC1,978$105 03/31/2020
     ESGD1,978$105 03/31/2020
IFP Advisors Inc1,859$100 03/31/2020
     ESGD1,859$100 03/31/2020
AllSquare Wealth Management LLC1,528$81 03/31/2020
     ESGD1,528$81 03/31/2020
HM Payson & Co.1,164$80 12/31/2019
     ESGD1,164$80 12/31/2019
Wealthcare Capital Management LLC1,444$77 03/31/2020
     ESGD1,444$77 03/31/2020
LifePlan Financial Group Inc1,410$75 03/31/2020
     ESGD1,410$75 03/31/2020
Forefront Analytics LLC1,384$74 03/31/2020
     ESGD1,384$74 03/31/2020
TRUE Private Wealth Advisors1,378$73 03/31/2020
     ESGD1,378$73 03/31/2020
Prime Capital Investment Advisors LLC1,154$61 03/31/2020
     ESGD1,154$61 03/31/2020
Captrust Financial Advisors1,076$55 03/31/2020
     ESGD1,076$55 03/31/2020
AdvisorNet Financial Inc906$48 03/31/2020
     ESGD906$48 03/31/2020
Rockefeller Capital Management L.P.880$47 03/31/2020
     ESGD880$47 03/31/2020
Valley National Advisers Inc.842$45 03/31/2020
     ESGD842$45 03/31/2020
Whittier Trust Co. of Nevada Inc.827$44 03/31/2020
     ESGD827$44 03/31/2020
AlphaCore Capital LLC817$43 03/31/2020
     ESGD817$43 03/31/2020
Ameritas Investment Partners Inc.760$40 03/31/2020
     ESGD760$40 03/31/2020
Wealthcare Advisory Partners LLC744$40 03/31/2020
     ESGD744$40 03/31/2020
Pacific Center for Financial Services673$36 03/31/2020
     ESGD673$36 03/31/2020
Grace Capital624$33 03/31/2020
     ESGD624$33 03/31/2020
Financial Enhancement Group LLC563$30 03/31/2020
     ESGD563$30 03/31/2020
Capital Analysts LLC515$27 03/31/2020
     ESGD515$27 03/31/2020
MCF Advisors LLC472$25 03/31/2020
     ESGD472$25 03/31/2020
Orion Portfolio Solutions LLC445$24 03/31/2020
     ESGD445$24 03/31/2020
North Star Investment Management Corp.426$23 03/31/2020
     ESGD426$23 03/31/2020
FinTrust Capital Advisors LLC422$22 03/31/2020
     ESGD422$22 03/31/2020
Oppenheimer Asset Management Inc.314$17 03/31/2020
     ESGD314$17 03/31/2020
Flagship Harbor Advisors LLC305$16 03/31/2020
     ESGD305$16 03/31/2020
Financial Advisory Service Inc.273$15 03/31/2020
     ESGD273$15 03/31/2020
Procyon Private Wealth Partners LLC269$14 03/31/2020
     ESGD269$14 03/31/2020
Valeo Financial Advisors LLC240$13 03/31/2020
     ESGD240$13 03/31/2020
NEXT Financial Group Inc229$12 03/31/2020
     ESGD229$12 03/31/2020
Ellis Investment Partners LLC221$11 03/31/2020
     ESGD221$11 03/31/2020
Rowland Carmichael Advisors Inc. ADV184$10 03/31/2020
     ESGD184$10 03/31/2020
Regal Wealth Group Inc.181$10 03/31/2020
     ESGD181$10 03/31/2020
Aspire Private Capital LLC169$9 03/31/2020
     ESGD169$9 03/31/2020
Synovus Financial Corp114$7 03/31/2020
     ESGD114$7 03/31/2020
Emerald Investment Partners LLC139$7 03/31/2020
     ESGD139$7 03/31/2020
Meeder Asset Management Inc.104$6 03/31/2020
     ESGD104$6 03/31/2020
Shine Investment Advisory Services Inc.89$5 03/31/2020
     ESGD89$5 03/31/2020
Cougar Global Investments Ltd91$5 03/31/2020
     ESGD91$5 03/31/2020
Advisory Alpha LLC75$4 03/31/2020
     ESGD75$4 03/31/2020
McIlrath & Eck LLC50$3 03/31/2020
     ESGD50$3 03/31/2020
Toth Financial Advisory Corp10$1 03/31/2020
     ESGD10$1 03/31/2020
Burt Wealth Advisors24$1 03/31/2020
     ESGD24$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     ESGD0$0 03/31/2020

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

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