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Institutional Holders of EELV

There is a long list of 115 institutional holders of EELV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EELV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EELV table below, the initial column indicates the name of each top institutional holder of EELV, with a link to that fund's top holdings. The next columns indicate the amount of EELV stock held by each of the institutional holders of EELV, followed by the EELV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Invesco Ltd.10,013,029$240,713 12/31/2023
     EELV10,013,029$240,713 12/31/2023
Bank of New York Mellon Corp1,360,850$32,715 12/31/2023
     EELV1,360,850$32,715 12/31/2023
Wells Fargo & Company MN1,315,453$31,623 12/31/2023
     EELV1,315,453$31,623 12/31/2023
Morgan Stanley1,123,282$27,004 12/31/2023
     EELV1,123,282$27,004 12/31/2023
LPL Financial LLC1,094,963$26,323 12/31/2023
     EELV1,094,963$26,323 12/31/2023
Envestnet Asset Management Inc.1,078,623$25,930 12/31/2023
     EELV1,078,623$25,930 12/31/2023
The PNC Financial Services Group Inc.938,971$22,573 12/31/2023
     EELV938,971$22,573 12/31/2023
OLD Mission Capital LLC833,593$20,040 12/31/2023
     EELV833,593$20,040 12/31/2023
Capital Planning Advisors LLC678,656$16,315 12/31/2023
     EELV678,656$16,315 12/31/2023
Citadel Advisors LLC611,659$14,704 12/31/2023
     EELV611,659$14,704 12/31/2023
Bank of America Corp DE522,071$12,551 12/31/2023
     EELV522,071$12,551 12/31/2023
Win Advisors Inc.481,507$11,575 12/31/2023
     EELV481,507$11,575 12/31/2023
Choice Wealth Advisors LLC447,221$10,684 03/31/2024
     EELV447,221$10,684 03/31/2024
FMR LLC405,171$9,740 12/31/2023
     EELV405,171$9,740 12/31/2023
LWM Advisory Services LLC344,001$8,270 12/31/2023
     EELV344,001$8,270 12/31/2023
Scarborough Advisors LLC332,021$7,982 12/31/2023
     EELV332,021$7,982 12/31/2023
Ameriprise Financial Inc.323,059$7,770 12/31/2023
     EELV323,059$7,770 12/31/2023
Rainey & Randall Investment Management Inc.300,330$7,175 03/31/2024
     EELV300,330$7,175 03/31/2024
UBS Group AG272,946$6,562 12/31/2023
     EELV272,946$6,562 12/31/2023
Northwestern Mutual Wealth Management Co.247,946$5,961 12/31/2023
     EELV247,946$5,961 12/31/2023
Brio Consultants LLC241,967$5,817 12/31/2023
     EELV241,967$5,817 12/31/2023
Deutsche Bank AG223,209$5,366 12/31/2023
     EELV223,209$5,366 12/31/2023
Rhumbline Advisers202,937$4,879 12/31/2023
     EELV202,937$4,879 12/31/2023
Congress Wealth Management LLC DE 169,734$4,055 03/31/2024
     EELV169,734$4,055 03/31/2024
Jane Street Group LLC143,637$3,453 12/31/2023
     EELV143,637$3,453 12/31/2023
Citigroup Inc.140,907$3,387 12/31/2023
     EELV140,907$3,387 12/31/2023
Cetera Advisor Networks LLC138,931$3,340 12/31/2023
     EELV138,931$3,340 12/31/2023
Commonwealth Equity Services LLC136,887$3,291 12/31/2023
     EELV136,887$3,291 12/31/2023
Lpwm LLC132,968$3,173 03/31/2024
     EELV132,968$3,173 03/31/2024
Harel Insurance Investments & Financial Services Ltd.127,000$3,053 12/31/2023
     EELV127,000$3,053 12/31/2023
Susquehanna International Group LLP125,123$3,008 12/31/2023
     EELV125,123$3,008 12/31/2023
Titleist Asset Management LLC119,532$2,874 12/31/2023
     EELV119,532$2,874 12/31/2023
Ignite Planners LLC119,541$2,847 03/31/2024
     EELV119,541$2,847 03/31/2024
Raymond James Financial Services Advisors Inc.114,882$2,745 03/31/2024
     EELV114,882$2,745 03/31/2024
Integrated Wealth Concepts LLC93,850$2,256 12/31/2023
     EELV93,850$2,256 12/31/2023
Flow Traders U.S. LLC88,782$2,134 12/31/2023
     EELV88,782$2,134 12/31/2023
Camden Capital LLC64,193$1,543 12/31/2023
     EELV64,193$1,543 12/31/2023
Lake Street Financial LLC56,025$1,338 03/31/2024
     EELV56,025$1,338 03/31/2024
BKM Wealth Management LLC55,064$1,315 03/31/2024
     EELV55,064$1,315 03/31/2024
Equitable Holdings Inc.51,867$1,247 12/31/2023
     EELV51,867$1,247 12/31/2023
Steward Partners Investment Advisory LLC45,564$1,095 12/31/2023
     EELV45,564$1,095 12/31/2023
Wiley BROS. Aintree Capital LLC44,653$1,067 03/31/2024
     EELV44,653$1,067 03/31/2024
Wealth Enhancement Advisory Services LLC43,728$1,045 03/31/2024
     EELV43,728$1,045 03/31/2024
Trademark Financial Management LLC41,843$1,006 12/31/2023
     EELV41,843$1,006 12/31/2023
Natixis40,858$982 12/31/2023
     EELV40,858$982 12/31/2023
Cambridge Investment Research Advisors Inc.38,087$916 12/31/2023
     EELV38,087$916 12/31/2023
Avestar Capital LLC37,745$907 12/31/2023
     EELV37,745$907 12/31/2023
Advisor Group Holdings Inc.36,993$889 12/31/2023
     EELV36,993$889 12/31/2023
Renaissance Technologies LLC36,500$877 12/31/2023
     EELV36,500$877 12/31/2023
JPMorgan Chase & Co.36,247$871 12/31/2023
     EELV36,247$871 12/31/2023

See All: Funds Holding EELV
See Details: Top 10 Hedge Funds Holding EELV
Also See: EELV Holdings Changes

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