% of shares outstanding is not shown for EES: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for EES in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 735,205735,205 | $43M | — | — |
| 2 | UBS Group AG | 715,763715,763 | $42M | — | — |
| 3 | LPL Financial LLC | 594,789594,789 | $35M | — | ADD 3% |
| 4 | BANK OF AMERICA CORP /DE/ | 526,995526,995 | $31M | — | TRIM -4% |
| 5 | AMERIPRISE FINANCIAL INC | 452,810452,810 | $26M | — | TRIM -2% |
| 6 | Cetera Investment Advisers | 361,609361,609 | $21M | — | TRIM -4% |
| 7 | Key Financial Inc | 288,039288,039 | $17M | — | — |
| 8 | RAYMOND JAMES FINANCIAL INC | 204,225204,225 | $12M | — | ADD 17% |
| 9 | Savant Capital, LLC | 173,284173,284 | $10M | — | TRIM -5% |
| 10 | Arkadios Wealth Advisors | 156,634156,634 | $9M | — | — |
| 11 | WELLS FARGO & COMPANY/MN | 145,477145,477 | $8M | — | ADD 3% |
| 12 | Linscomb Wealth, Inc. | 138,348138,348 | $8M | — | TRIM -13% |
| 13 | ROYAL BANK OF CANADA | 129,174129,174 | $7M | — | ADD 27% |
| 14 | Mariner, LLC | 124,150124,150 | $7M | — | ADD 143% |
| 15 | Amplius Wealth Advisors, LLC | 114,870114,870 | $7M | — | TRIM -4% |
| 16 | TopTier Wealth Management, LLC | 94,73094,730 | $5M | — | — |
| 17 | Shore Point Advisors, LLC | 94,28894,288 | $5M | — | TRIM -64% |
| 18 | Private Advisor Group, LLC | 79,82879,828 | $5M | — | ADD 9% |
| 19 | Waverly Advisors, LLC | 78,90478,904 | $5M | — | — |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 78,49578,495 | $5M | — | — |
| 21 | Merit Financial Group, LLC | 75,63575,635 | $4M | — | ADD 17% |
| 22 | CULBERTSON A N & CO INC | 61,70961,709 | $4M | — | — |
| 23 | NewSquare Capital LLC | 56,01756,017 | $3M | — | ADD 4% |
| 24 | JPMORGAN CHASE & CO | 48,79848,798 | $3M | — | ADD 9% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,14847,148 | $3M | — | ADD 819% |
| 26 | Rockefeller Capital Management L.P. | 46,87846,878 | $3M | — | — |
| 27 | STIFEL FINANCIAL CORP | 45,99945,999 | $3M | — | TRIM -6% |
| 28 | Atria Investments, Inc | 44,19544,195 | $3M | — | TRIM -2% |
| 29 | OSAIC HOLDINGS, INC. | 41,42241,422 | $2M | — | TRIM -3% |
| 30 | &PARTNERS | 34,57834,578 | $2M | — | — |
| 31 | Smartleaf Asset Management LLC | 28,16328,163 | $2M | — | ADD 12% |
| 32 | Creative Planning | 26,08026,080 | $2M | — | — |
| 33 | Cambridge Investment Research Advisors, Inc. | 24,26424,264 | $1M | — | ADD 5% |
| 34 | OPTIMA CAPITAL LLC | 24,24524,245 | $1M | — | — |
| 35 | Claris Financial LLC | 24,21924,219 | $1M | — | — |
| 36 | Kestra Advisory Services, LLC | 22,32822,328 | $1M | — | — |
| 37 | New Perspectives, Inc | 20,91320,913 | $1M | — | TRIM -5% |
| 38 | NBC SECURITIES, INC. | 20,89720,897 | $1M | — | ADD 18% |
| 39 | HOWARD WEALTH MANAGEMENT, LLC | 19,18319,183 | $1M | — | — |
| 40 | TWO SIGMA INVESTMENTS, LP | 18,50018,500 | $1M | — | ADD 83% |
| 41 | MOLLER WEALTH PARTNERS | 18,39718,397 | $1M | — | — |
| 42 | Steward Partners Investment Advisory, LLC | 18,04118,041 | $1M | — | — |
| 43 | Avidian Wealth Enterprises, LLC | 16,89616,896 | $980,786 | — | NEW |
| 44 | CWM, LLC | 15,50715,507 | $900,133 | — | — |
| 45 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15,18615,186 | $881,532 | — | ADD 1622% |
| 46 | GOLDMAN SACHS GROUP INC | 15,05115,051 | $873,691 | — | — |
| 47 | Larson Financial Group LLC | 14,79614,796 | $858,894 | — | TRIM -2% |
| 48 | JANE STREET GROUP, LLC | 14,57814,578 | $846,234 | — | TRIM -39% |
| 49 | TITLEIST ASSET MANAGEMENT, LLC | 13,97413,974 | $811,193 | — | ADD 4% |
| 50 | FLAGSHIP HARBOR ADVISORS, LLC | 13,37413,374 | $776,338 | — | TRIM -8% |
| 51 | Oxler Private Wealth LLC | 11,38811,388 | $661,076 | — | TRIM -4% |
| 52 | MEANS INVESTMENT CO., INC. | 10,91510,915 | $633,593 | — | — |
| 53 | HARBOUR INVESTMENTS, INC. | 10,82510,825 | $628,419 | — | ADD 58% |
| 54 | CIBC Bancorp USA Inc. | 10,74010,740 | $623,443 | — | NEW |
| 55 | CITADEL ADVISORS LLC | 10,44610,446 | $606,377 | — | NEW |
| 56 | HighPoint Advisor Group LLC | 10,21110,211 | $592,756 | — | — |
| 57 | Columbia River Financial Group, LLC | 9,5719,571 | $555,000 | — | ADD 4% |
| 58 | S.A. Mason LLC | 9,4509,450 | $548,560 | — | — |
| 59 | RFG Advisory, LLC | 8,4988,498 | $493,272 | — | — |
| 60 | US BANCORP \DE\ | 8,4618,461 | $491,150 | — | — |
| 61 | Forefront Analytics, LLC | 8,2328,232 | $477,881 | — | TRIM -54% |
| 62 | Betterment LLC | 8,1168,116 | $471,000 | — | TRIM -7% |
| 63 | KMG FIDUCIARY PARTNERS, LLC | 8,1068,106 | $470,540 | — | TRIM -24% |
| 64 | Nemes Rush Group LLC | 7,7437,743 | $449,487 | — | TRIM -14% |
| 65 | Cresset Asset Management, LLC | 7,7287,728 | $448,600 | — | — |
| 66 | Essential Planning, LLC. | 7,5387,538 | $437,596 | — | — |
| 67 | Modera Wealth Management, LLC | 7,3217,321 | $424,980 | — | — |
| 68 | Claro Advisors Inc. | 7,0547,054 | $409,494 | — | — |
| 69 | Chicago Partners Investment Group LLC | 6,2716,271 | $394,252 | — | — |
| 70 | PRECEDENT WEALTH PARTNERS, LLC | 6,7496,749 | $391,820 | — | ADD 5% |
| 71 | AQR CAPITAL MANAGEMENT LLC | 6,7206,720 | $390,087 | — | ADD 89% |
| 72 | Freedom Investment Management, Inc. | 6,6526,652 | $386,116 | — | TRIM -5% |
| 73 | FMR LLC | 6,5306,530 | $379,045 | — | ADD 4% |
| 74 | Sanctuary Advisors, LLC | 6,5286,528 | $378,942 | — | — |
| 75 | BLAIR WILLIAM & CO/IL | 6,4196,419 | $372,615 | — | — |
| 76 | Savvy Advisors, Inc. | 6,2136,213 | $360,653 | — | — |
| 77 | DAVENPORT & Co LLC | 6,1466,146 | $356,767 | — | TRIM -9% |
| 78 | PSI Advisors, LLC | 5,8935,893 | $342,082 | — | — |
| 79 | WORLD EQUITY GROUP, INC. | 5,8115,811 | $337,321 | — | — |
| 80 | HOWARD BAILEY SECURITIES, LLC | 5,6415,641 | $327,443 | — | — |
| 81 | Laurel Wealth Advisors LLC | 4,8704,870 | $312,070 | — | ADD 17% |
| 82 | Western Wealth Management, LLC | 5,3395,339 | $309,926 | — | NEW |
| 83 | UHLMANN PRICE SECURITIES, LLC | 5,2505,250 | $304,778 | — | — |
| 84 | Kingsview Wealth Management, LLC | 5,2105,210 | $302,457 | — | — |
| 85 | Advisory Services Network, LLC | 5,2055,205 | $302,165 | — | — |
| 86 | Insight Advisors, LLC/ PA | 5,1465,146 | $298,719 | — | TRIM -91% |
| 87 | IHT Wealth Management, LLC | 5,0665,066 | $294,059 | — | — |
| 88 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,7814,781 | $280,357 | — | TRIM -23% |
| 89 | CRUX WEALTH ADVISORS | 4,7534,753 | $275,904 | — | — |
| 90 | MML INVESTORS SERVICES, LLC | 4,6544,654 | $270,130 | — | TRIM -41% |
| 91 | CAPITAL MANAGEMENT CORP /VA | 4,5924,592 | $266,560 | — | TRIM -15% |
| 92 | NewEdge Wealth, LLC | 4,3804,380 | $254,253 | — | NEW |
| 93 | Institute for Wealth Management, LLC. | 4,2904,290 | $249,029 | — | — |
| 94 | Essex Bank | 4,2004,200 | $243,768 | — | — |
| 95 | Equitable Holdings, Inc. | 4,1584,158 | $236,715 | — | TRIM -8% |
| 96 | Janney Montgomery Scott LLC | 4,0644,064 | $236,000 | — | TRIM -7% |
| 97 | CAPTRUST FINANCIAL ADVISORS | 3,9453,945 | $229,002 | — | — |
| 98 | LVM CAPITAL MANAGEMENT LTD/MI | 3,9313,931 | $228,000 | — | — |
| 99 | Graves Light Lenhart Wealth, Inc. | 3,9003,900 | $226,390 | — | — |
| 100 | Wilson & Boucher Capital Management, LLC | 3,9003,900 | $226,390 | — | TRIM -28% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 776K | 750K | 726K | 761K | 733K | 735K | $43M |
| UBS Group AG | 729K | 734K | 720K | 731K | 721K | 716K | $42M |
| LPL Financial LLC | 396K | 475K | 511K | 551K | 580K | 595K | $35M |
| BANK OF AMERICA CORP /DE/ | 849K | 811K | 769K | 561K | 546K | 527K | $31M |
| AMERIPRISE FINANCIAL INC | 499K | 489K | 489K | 468K | 464K | 453K | $26M |
| Cetera Investment Advisers | 320K | 319K | 314K | 366K | 377K | 362K | $21M |
| Key Financial Inc | 1K | 317K | 256K | 275K | 284K | 288K | $17M |
| RAYMOND JAMES FINANCIAL INC | 96K | 107K | 107K | 168K | 174K | 204K | $12M |
| Savant Capital, LLC | 259K | 230K | 213K | 198K | 183K | 173K | $10M |
| Arkadios Wealth Advisors | — | — | — | 125K | 158K | 157K | $9M |
| WELLS FARGO & COMPANY/MN | 70K | 72K | 125K | 123K | 141K | 145K | $8M |
| Linscomb Wealth, Inc. | 187K | 176K | 172K | 165K | 159K | 138K | $8M |
| ROYAL BANK OF CANADA | 112K | 112K | 222K | 111K | 102K | 129K | $7M |
| Mariner, LLC | 9K | 5K | 5K | 5K | 51K | 124K | $7M |
| Amplius Wealth Advisors, LLC | — | — | 145K | 122K | 119K | 115K | $7M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Mariner, LLC | +72,957 | $4M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +42,020 | $2M | ADD |
| RAYMOND JAMES FINANCIAL INC | +29,907 | $2M | ADD |
| ROYAL BANK OF CANADA | +27,499 | $2M | ADD |
| Avidian Wealth Enterprises, LLC | +16,896 | $980,791 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Shore Point Advisors, LLC | −169,437 | $10M | TRIM |
| Insight Advisors, LLC/ PA | −49,046 | $3M | TRIM |
| Global Retirement Partners, LLC | −22,397 | $1M | CLOSE |
| Linscomb Wealth, Inc. | −20,154 | $1M | TRIM |
| BANK OF AMERICA CORP /DE/ | −19,343 | $1M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 161 | 6,589,998 | — | $383M |
| 2025-Q4 | 163 | 6,701,196 | — | $382M |
| 2025-Q3 | 147 | 6,833,328 | — | $382M |
| 2025-Q2 | 142 | 6,913,708 | — | $352M |
| 2025-Q1 | 147 | 7,091,282 | — | $346M |
| 2024-Q4 | 160 | 7,613,577 | — | $411M |
| 2024-Q3 | 148 | 7,172,600 | — | $378M |
| 2024-Q2 | 144 | 7,366,785 | — | $347M |
| 2024-Q1 | 143 | 9,546,490 | — | $478M |
| 2023-Q4 | 135 | 8,754,826 | — | $436M |
| 2023-Q3 | 125 | 7,462,460 | — | $323M |
| 2023-Q2 | 116 | 7,423,015 | — | $333M |
| 2023-Q1 | 118 | 7,747,360 | — | $335M |
| 2022-Q4 | 126 | 9,088,001 | — | $386M |
| 2022-Q3 | 116 | 8,439,518 | — | $331M |
| 2022-Q2 | 117 | 7,087,130 | — | $291M |
| 2022-Q1 | 122 | 7,999,658 | — | $383M |
| 2021-Q4 | 126 | 7,212,787 | — | $371M |
| 2021-Q3 | 111 | 6,103,345 | — | $295M |
| 2021-Q2 | 114 | 6,098,846 | — | $300M |
| 2021-Q1 | 111 | 6,869,115 | — | $323M |
| 2020-Q4 | 112 | 6,139,586 | — | $224M |
| 2020-Q3 | 97 | 6,329,303 | — | $189M |
| 2020-Q2 | 107 | 7,127,087 | — | $202M |
| 2020-Q1 | 112 | 10,962,590 | — | $245M |
| 2019-Q4 | 139 | 11,995,101 | — | $462M |
| 2019-Q3 | 122 | 11,688,989 | — | $416M |
| 2019-Q2 | 122 | 11,024,784 | — | $396M |
| 2019-Q1 | 116 | 9,959,851 | — | $360M |
| 2018-Q4 | 109 | 8,979,651 | — | $288M |
| 2018-Q3 | 103 | 9,301,029 | — | $370M |
| 2018-Q2 | 99 | 8,999,176 | — | $348M |
| 2018-Q1 | 84 | 8,127,494 | — | $290M |
| 2017-Q4 | 77 | 7,629,145 | — | $276M |
| 2017-Q3 | 67 | 7,205,817 | — | $252M |
| 2017-Q2 | 75 | 7,217,588 | — | $237M |
| 2017-Q1 | 72 | 8,659,701 | — | $279M |
| 2016-Q4 | 70 | 2,634,536 | — | $256M |
| 2016-Q3 | 63 | 2,221,844 | — | $189M |
| 2016-Q2 | 63 | 2,194,584 | — | $173M |
| 2016-Q1 | 63 | 2,197,477 | — | $169M |
| 2015-Q4 | 65 | 2,140,707 | — | $162M |
| 2015-Q3 | 64 | 2,204,617 | — | $162M |
| 2015-Q2 | 61 | 2,234,546 | — | $189M |
| 2015-Q1 | 62 | 2,120,846 | — | $179M |
| 2014-Q4 | 70 | 2,206,073 | — | $182M |
| 2014-Q3 | 59 | 2,191,382 | — | $167M |
| 2014-Q2 | 59 | 2,538,204 | — | $210M |
| 2014-Q1 | 53 | 2,499,712 | — | $204M |
| 2013-Q4 | 48 | 2,245,635 | — | $183M |
| 2013-Q3 | 41 | 1,630,986 | — | $121M |
| 2013-Q2 | 36 | 1,538,249 | — | $103M |
| 2013-Q1 | 1 | 5,650 | — | $358,000 |
