HoldingsChannel.com
Funds Holding ESGD
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,150,305$216,552 12/31/2019
     ESGD3,150,305$216,552 12/31/2019
Personal Capital Advisors Corp1,448,436$99,565 12/31/2019
     ESGD1,448,436$99,565 12/31/2019
Morgan Stanley682,198$46,895 12/31/2019
     ESGD682,198$46,895 12/31/2019
BlackRock Inc.581,818$39,994 12/31/2019
     ESGD581,818$39,994 12/31/2019
UBS Group AG559,761$38,478 12/31/2019
     ESGD559,761$38,478 12/31/2019
JPMorgan Chase & Co.553,314$38,035 12/31/2019
     ESGD553,314$38,035 12/31/2019
Putnam FL Investment Management Co.548,733$37,720 12/31/2019
     ESGD548,733$37,720 12/31/2019
Fifth Third Bancorp504,900$34,707 12/31/2019
     ESGD504,900$34,707 12/31/2019
Envestnet Asset Management Inc.457,323$31,436 12/31/2019
     ESGD457,323$31,436 12/31/2019
Goldman Sachs Group Inc.365,187$25,104 12/31/2019
     ESGD365,187$25,104 12/31/2019
PNC Financial Services Group Inc.317,944$21,856 12/31/2019
     ESGD317,944$21,856 12/31/2019
Royal Bank of Canada317,008$21,791 12/31/2019
     ESGD317,008$21,791 12/31/2019
Wells Fargo & Company MN287,819$19,784 12/31/2019
     ESGD287,819$19,784 12/31/2019
Ladenburg Thalmann Financial Services Inc.231,849$15,906 12/31/2019
     ESGD231,849$15,906 12/31/2019
Blair William & Co. IL229,219$15,757 12/31/2019
     ESGD229,219$15,757 12/31/2019
Ameriprise Financial Inc.223,055$15,354 12/31/2019
     ESGD223,055$15,354 12/31/2019
Creative Planning217,105$14,924 12/31/2019
     ESGD217,105$14,924 12/31/2019
Ellevest Inc.187,048$12,858 12/31/2019
     ESGD187,048$12,858 12/31/2019
Private Ocean LLC169,734$11,668 12/31/2019
     ESGD169,734$11,668 12/31/2019
Highland Private Wealth Management160,227$11,014 12/31/2019
     ESGD160,227$11,014 12/31/2019
EP Wealth Advisors LLC154,782$10,640 12/31/2019
     ESGD154,782$10,640 12/31/2019
Fiduciary Trust Co.139,052$9,558 12/31/2019
     ESGD139,052$9,558 12/31/2019
D.A. Davidson & CO.134,078$9,217 12/31/2019
     ESGD134,078$9,217 12/31/2019
Nottingham Advisors Inc.118,799$8,166 12/31/2019
     ESGD118,799$8,166 12/31/2019
Jane Street Group LLC110,690$7,609 12/31/2019
     ESGD110,690$7,609 12/31/2019
Howland Capital Management LLC101,798$6,998 12/31/2019
     ESGD101,798$6,998 12/31/2019
Regentatlantic Capital LLC90,579$6,226 12/31/2019
     ESGD90,579$6,226 12/31/2019
Thrivent Financial for Lutherans87,245$5,997 12/31/2019
     ESGD87,245$5,997 12/31/2019
Northwestern Mutual Wealth Management Co.80,758$5,552 12/31/2019
     ESGD80,758$5,552 12/31/2019
Sei Investments Co.78,445$5,399 12/31/2019
     ESGD78,445$5,399 12/31/2019
ETRADE Capital Management LLC76,095$5,231 12/31/2019
     ESGD76,095$5,231 12/31/2019
Cetera Advisor Networks LLC72,930$5,018 12/31/2019
     ESGD72,930$5,018 12/31/2019
Natixis Advisors L.P.69,543$4,780 12/31/2019
     ESGD69,543$4,780 12/31/2019
Windsor Capital Management LLC65,861$4,527 12/31/2019
     ESGD65,861$4,527 12/31/2019
Cambridge Investment Research Advisors Inc.64,493$4,433 12/31/2019
     ESGD64,493$4,433 12/31/2019
Keybank National Association OH56,724$3,899 12/31/2019
     ESGD56,724$3,899 12/31/2019
BSW Wealth Partners56,360$3,874 12/31/2019
     ESGD56,360$3,874 12/31/2019
Mercer Global Advisors Inc. ADV51,758$3,558 12/31/2019
     ESGD51,758$3,558 12/31/2019
LPL Financial LLC49,671$3,414 12/31/2019
     ESGD49,671$3,414 12/31/2019
Bank Hapoalim BM43,459$2,987 12/31/2019
     ESGD43,459$2,987 12/31/2019
Merriman Wealth Management LLC41,700$2,866 12/31/2019
     ESGD41,700$2,866 12/31/2019
Parsec Financial Management Inc.38,186$2,625 12/31/2019
     ESGD38,186$2,625 12/31/2019
Baystate Wealth Management LLC35,843$2,464 12/31/2019
     ESGD35,843$2,464 12/31/2019
Prio Wealth Limited Partnership32,750$2,251 12/31/2019
     ESGD32,750$2,251 12/31/2019
Financial Advisors LLC32,166$2,211 12/31/2019
     ESGD32,166$2,211 12/31/2019
C J Advisory Inc31,719$2,180 12/31/2019
     ESGD31,719$2,180 12/31/2019
Garde Capital Inc.31,518$2,167 12/31/2019
     ESGD31,518$2,167 12/31/2019
Independent Advisor Alliance31,237$2,147 12/31/2019
     ESGD31,237$2,147 12/31/2019
Commonwealth Equity Services LLC29,624$2,036 12/31/2019
     ESGD29,624$2,036 12/31/2019
HighTower Advisors LLC28,857$1,980 12/31/2019
     ESGD28,857$1,980 12/31/2019
Stifel Financial Corp27,987$1,923 12/31/2019
     ESGD27,987$1,923 12/31/2019
Baird Financial Group Inc.26,563$1,826 12/31/2019
     ESGD26,563$1,826 12/31/2019
Litman Gregory Asset Management LLC25,909$1,781 12/31/2019
     ESGD25,909$1,781 12/31/2019
Northern Trust Corp24,731$1,700 12/31/2019
     ESGD24,731$1,700 12/31/2019
Raymond James & Associates24,452$1,681 12/31/2019
     ESGD24,452$1,681 12/31/2019
DiMeo Schneider & Associates L.L.C.24,443$1,680 12/31/2019
     ESGD24,443$1,680 12/31/2019
Deutsche Bank AG23,950$1,644 12/31/2019
     ESGD23,950$1,644 12/31/2019
Park Avenue Securities LLC23,787$1,635 12/31/2019
     ESGD23,787$1,635 12/31/2019
SVA Wealth Management LLC22,139$1,522 12/31/2019
     ESGD22,139$1,522 12/31/2019
Financial Insights Inc.21,010$1,444 12/31/2019
     ESGD21,010$1,444 12/31/2019
MML Investors Services LLC20,828$1,432 12/31/2019
     ESGD20,828$1,432 12/31/2019
Whittier Trust Co.19,050$1,310 12/31/2019
     ESGD19,050$1,310 12/31/2019
Pitcairn Co.18,757$1,289 12/31/2019
     ESGD18,757$1,289 12/31/2019
Connecticut Wealth Management LLC18,511$1,272 12/31/2019
     ESGD18,511$1,272 12/31/2019
Raymond James Financial Services Advisors Inc.18,349$1,261 12/31/2019
     ESGD18,349$1,261 12/31/2019
Halbert Hargrove Global Advisors LLC17,151$1,179 12/31/2019
     ESGD17,151$1,179 12/31/2019
Mission Wealth Management LP15,358$1,056 12/31/2019
     ESGD15,358$1,056 12/31/2019
Advisory Services Network LLC15,232$1,047 12/31/2019
     ESGD15,232$1,047 12/31/2019
BigSur Wealth Management LLC15,000$1,031 12/31/2019
     ESGD15,000$1,031 12/31/2019
Stearns Financial Services Group14,733$1,013 12/31/2019
     ESGD14,733$1,013 12/31/2019
Gould Asset Management LLC CA14,255$980 12/31/2019
     ESGD14,255$980 12/31/2019
Accredited Investors Inc.13,710$942 12/31/2019
     ESGD13,710$942 12/31/2019
Financial Architects Inc13,005$894 12/31/2019
     ESGD13,005$894 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management12,866$884 12/31/2019
     ESGD12,866$884 12/31/2019
Sowell Financial Services LLC12,600$866 12/31/2019
     ESGD12,600$866 12/31/2019
Global Trust Asset Management LLC12,595$866 12/31/2019
     ESGD12,595$866 12/31/2019
Baker Avenue Asset Management LP12,538$861 12/31/2019
     ESGD12,538$861 12/31/2019
Patriot Financial Group Insurance Agency LLC12,367$850 12/31/2019
     ESGD12,367$850 12/31/2019
CWM LLC11,940$821 12/31/2019
     ESGD11,940$821 12/31/2019
Johnson Financial Group LLC11,949$821 12/31/2019
     ESGD11,949$821 12/31/2019
Veritable L.P.11,064$761 12/31/2019
     ESGD11,064$761 12/31/2019
Chesley Taft & Associates LLC10,920$751 12/31/2019
     ESGD10,920$751 12/31/2019
LFA Lugano Financial Advisors SA10,650$732 12/31/2019
     ESGD10,650$732 12/31/2019
Blue Edge Capital LLC10,282$707 12/31/2019
     ESGD10,282$707 12/31/2019
North American Management Corp10,239$704 12/31/2019
     ESGD10,239$704 12/31/2019
Main Management LLC10,007$688 12/31/2019
     ESGD10,007$688 12/31/2019
Sullivan Bruyette Speros & Blaney LLC9,882$679 12/31/2019
     ESGD9,882$679 12/31/2019
Advisor Group Inc.9,734$669 12/31/2019
     ESGD9,734$669 12/31/2019
Tiedemann Advisors LLC8,482$583 12/31/2019
     ESGD8,482$583 12/31/2019
Vision Capital Management Inc.8,196$563 12/31/2019
     ESGD8,196$563 12/31/2019
Private Advisor Group LLC7,899$543 12/31/2019
     ESGD7,899$543 12/31/2019
Alaska Permanent Capital Management7,482$514 12/31/2019
     ESGD7,482$514 12/31/2019
APCM Wealth Management for Individuals7,482$514 12/31/2019
     ESGD7,482$514 12/31/2019
Beacon Pointe Wealth Advisors LLC7,471$513 12/31/2019
     ESGD7,471$513 12/31/2019
Sage Advisory Services Ltd.Co.7,415$509 12/31/2019
     ESGD7,415$509 12/31/2019
Wellesley Investment Partners LLC7,375$506 12/31/2019
     ESGD7,375$506 12/31/2019
CIBC Asset Management Inc7,170$493 12/31/2019
     ESGD7,170$493 12/31/2019
Capital One National Association6,827$469 12/31/2019
     ESGD6,827$469 12/31/2019
Vicus Capital6,743$464 12/31/2019
     ESGD6,743$464 12/31/2019
Lincoln National Corp6,531$449 12/31/2019
     ESGD6,531$449 12/31/2019
Anfield Capital Management LLC6,493$447 12/31/2019
     ESGD6,493$447 12/31/2019
Institutional & Family Asset Management LLC6,473$445 12/31/2019
     ESGD6,473$445 12/31/2019
Sand Hill Global Advisors LLC6,465$444 12/31/2019
     ESGD6,465$444 12/31/2019
White Lighthouse Investment Management Inc.6,365$438 12/31/2019
     ESGD6,365$438 12/31/2019
Raymond James Trust N.A.6,123$421 12/31/2019
     ESGD6,123$421 12/31/2019
CLS Investments LLC6,112$420 12/31/2019
     ESGD6,112$420 12/31/2019
Legacy Financial Advisors Inc.6,098$419 12/31/2019
     ESGD6,098$419 12/31/2019
Enterprise Financial Services Corp6,047$416 12/31/2019
     ESGD6,047$416 12/31/2019
Truist Financial Corp5,605$385 12/31/2019
     ESGD5,605$385 12/31/2019
Ferguson Wellman Capital Management Inc.5,533$380 12/31/2019
     ESGD5,533$380 12/31/2019
Ally Invest Advisors Inc.5,442$374 12/31/2019
     ESGD5,442$374 12/31/2019
Fort Point Capital Partners LLC5,430$373 12/31/2019
     ESGD5,430$373 12/31/2019
Wealthsource Partners LLC5,416$372 12/31/2019
     ESGD5,416$372 12/31/2019
Dorsey & Whitney Trust CO LLC5,295$364 12/31/2019
     ESGD5,295$364 12/31/2019
Community Bank N.A.5,250$361 12/31/2019
     ESGD5,250$361 12/31/2019
PDS Planning Inc5,217$359 12/31/2019
     ESGD5,217$359 12/31/2019
Cranbrook Wealth Management LLC5,203$358 12/31/2019
     ESGD5,203$358 12/31/2019
Cobblestone Capital Advisors LLC NY5,090$350 12/31/2019
     ESGD5,090$350 12/31/2019
Bigelow Investment Advisors LLC5,093$350 12/31/2019
     ESGD5,093$350 12/31/2019
US Bancorp DE5,020$345 12/31/2019
     ESGD5,020$345 12/31/2019
TCF National Bank4,930$339 12/31/2019
     ESGD4,930$339 12/31/2019
Colony Group LLC4,670$321 12/31/2019
     ESGD4,670$321 12/31/2019
AJ Wealth Strategies LLC4,536$312 12/31/2019
     ESGD4,536$312 12/31/2019
Hilltop Wealth Advisors LLC4,117$283 12/31/2019
     ESGD4,117$283 12/31/2019
Watson Rebecca3,994$275 12/31/2019
     ESGD3,994$275 12/31/2019
Harborview Advisors LLC3,930$270 12/31/2019
     ESGD3,930$270 12/31/2019
Parkside Advisors LLC3,920$269 12/31/2019
     ESGD3,920$269 12/31/2019
Frontier Wealth Management LLC3,904$268 12/31/2019
     ESGD3,904$268 12/31/2019
TPG Financial Advisors LLC3,903$268 12/31/2019
     ESGD3,903$268 12/31/2019
Retirement Capital Strategies3,849$265 12/31/2019
     ESGD3,849$265 12/31/2019
Ellenbecker Investment Group3,725$256 12/31/2019
     ESGD3,725$256 12/31/2019
Stratos Wealth Partners LTD.3,714$255 12/31/2019
     ESGD3,714$255 12/31/2019
Trust Co. of Vermont3,677$252 12/31/2019
     ESGD3,677$252 12/31/2019
Captrust Financial Advisors3,562$247 12/31/2019
     ESGD3,562$247 12/31/2019
Wesbanco Bank Inc.3,529$243 12/31/2019
     ESGD3,529$243 12/31/2019
AI Financial Services LLC3,740$240 09/30/2019
     ESGD3,740$240 09/30/2019
First Republic Investment Management Inc.3,472$239 12/31/2019
     ESGD3,472$239 12/31/2019
PFS Investments Inc.3,425$235 12/31/2019
     ESGD3,425$235 12/31/2019
Bremer Bank National Association3,371$232 12/31/2019
     ESGD3,371$232 12/31/2019
Citigroup Inc.3,347$230 12/31/2019
     ESGD3,347$230 12/31/2019
Arjuna Capital3,351$230 12/31/2019
     ESGD3,351$230 12/31/2019
Kelman Lazarov Inc.3,323$228 12/31/2019
     ESGD3,323$228 12/31/2019
Cresset Asset Management LLC3,152$217 12/31/2019
     ESGD3,152$217 12/31/2019
United Income Inc.3,375$217 09/30/2019
     ESGD3,375$217 09/30/2019
United Capital Financial Advisers LLC3,122$215 12/31/2019
     ESGD3,122$215 12/31/2019
Atlas Capital Advisors LLC3,116$214 12/31/2019
     ESGD3,116$214 12/31/2019
BB&T Securities LLC3,346$214 09/30/2019
     ESGD3,346$214 09/30/2019
Steward Partners Investment Advisory LLC3,084$212 12/31/2019
     ESGD3,084$212 12/31/2019
Grimes & Company Inc.3,062$210 12/31/2019
     ESGD3,062$210 12/31/2019
Mascoma Wealth Management LLC3,189$204 09/30/2019
     ESGD3,189$204 09/30/2019
New England Professional Planning Group Inc.2,955$203 12/31/2019
     ESGD2,955$203 12/31/2019
Parallel Advisors LLC2,887$198 12/31/2019
     ESGD2,887$198 12/31/2019
Pittenger & Anderson Inc.2,844$195 12/31/2019
     ESGD2,844$195 12/31/2019
FTB Advisors Inc.2,579$177 12/31/2019
     ESGD2,579$177 12/31/2019
Signature Estate & Investment Advisors LLC2,260$155 12/31/2019
     ESGD2,260$155 12/31/2019
Asset Dedication LLC2,227$153 12/31/2019
     ESGD2,227$153 12/31/2019
Sterling Investment Advisors Ltd.2,123$145 12/31/2019
     ESGD2,123$145 12/31/2019
Trustcore Financial Services LLC1,845$127 12/31/2019
     ESGD1,845$127 12/31/2019
AllSquare Wealth Management LLC1,528$105 12/31/2019
     ESGD1,528$105 12/31/2019
LifePlan Financial Group Inc1,410$97 12/31/2019
     ESGD1,410$97 12/31/2019
Wealthcare Capital Management LLC1,309$90 12/31/2019
     ESGD1,309$90 12/31/2019
Private Capital Group LLC1,272$87 12/31/2019
     ESGD1,272$87 12/31/2019
HM Payson & Co.1,164$80 12/31/2019
     ESGD1,164$80 12/31/2019
Prime Capital Investment Advisors LLC1,154$79 12/31/2019
     ESGD1,154$79 12/31/2019
Flagship Harbor Advisors LLC905$62 12/31/2019
     ESGD905$62 12/31/2019
Pacific Center for Financial Services841$58 12/31/2019
     ESGD841$58 12/31/2019
Whittier Trust Co. of Nevada Inc.827$57 12/31/2019
     ESGD827$57 12/31/2019
Valley National Advisers Inc.807$55 12/31/2019
     ESGD807$55 12/31/2019
Ameritas Investment Partners Inc.760$52 12/31/2019
     ESGD760$52 12/31/2019
AdvisorNet Financial Inc697$48 12/31/2019
     ESGD697$48 12/31/2019
grace capital624$43 12/31/2019
     ESGD624$43 12/31/2019
Wealthcare Advisory Partners LLC599$41 12/31/2019
     ESGD599$41 12/31/2019
Financial Enhancement Group LLC563$39 12/31/2019
     ESGD563$39 12/31/2019
MCF Advisors LLC472$32 12/31/2019
     ESGD472$32 12/31/2019
Ellis Investment Partners LLC460$31 12/31/2019
     ESGD460$31 12/31/2019
North Star Investment Management Corp.426$29 12/31/2019
     ESGD426$29 12/31/2019
FinTrust Capital Advisors LLC422$29 12/31/2019
     ESGD422$29 12/31/2019
Tarbox Family Office Inc.386$27 12/31/2019
     ESGD386$27 12/31/2019
TRUE Private Wealth Advisors382$26 12/31/2019
     ESGD382$26 12/31/2019
Financial Advisory Service Inc.266$18 12/31/2019
     ESGD266$18 12/31/2019
Advantage Investment Management LLC234$15 09/30/2019
     ESGD234$15 09/30/2019
Regal Wealth Group Inc.181$12 12/31/2019
     ESGD181$12 12/31/2019
Aspire Private Capital LLC169$12 12/31/2019
     ESGD169$12 12/31/2019
Rowland Carmichael Advisors Inc. ADV161$11 12/31/2019
     ESGD161$11 12/31/2019
Allworth Financial LP167$11 12/31/2019
     ESGD167$11 12/31/2019
FMR LLC89$6 12/31/2019
     ESGD89$6 12/31/2019
Harbor Investment Advisory LLC87$6 12/31/2019
     ESGD87$6 12/31/2019
Braun Bostich & Associates Inc.84$6 12/31/2019
     ESGD84$6 12/31/2019
Synovus Financial Corp70$5 12/31/2019
     ESGD70$5 12/31/2019
Toth Financial Advisory Corp70$5 12/31/2019
     ESGD70$5 12/31/2019
Shine Investment Advisory Services Inc.75$5 12/31/2019
     ESGD75$5 12/31/2019
Cougar Global Investments Ltd75$5 12/31/2019
     ESGD75$5 12/31/2019
JNBA Financial Advisors40$3 12/31/2019
     ESGD40$3 12/31/2019
Prestige Wealth Management Group LLC50$3 12/31/2019
     ESGD50$3 12/31/2019
Burt Wealth Advisors24$2 12/31/2019
     ESGD24$2 12/31/2019
Carroll Financial Associates Inc.16$1 12/31/2019
     ESGD16$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     ESGD0$0 12/31/2019
IFP Advisors Inc3$0 12/31/2019
     ESGD3$0 12/31/2019
Silicon Hills Wealth Management LLC2$0 12/31/2019
     ESGD2$0 12/31/2019

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

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