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Funds Holding EIS

On this page, we present all of the funds holding EIS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EIS, with a link to that fund's top holdings. The next columns indicate the amount of EIS stock held by each of the funds holding EIS, followed by the EIS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 62 funds holding EIS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jane Street Group LLC. For more details on the positions held by Jane Street Group LLC (or by any of the other funds holding EIS), click the fund name in the "Holder" column of the funds-holding-EIS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Jane Street Group LLC323,078$18,800 12/31/2023
     EIS323,078$18,800 12/31/2023
Morgan Stanley79,187$4,608 12/31/2023
     EIS79,187$4,608 12/31/2023
Korea Investment CORP69,724$4,057 12/31/2023
     EIS69,724$4,057 12/31/2023
OLD Mission Capital LLC56,097$3,264 12/31/2023
     EIS56,097$3,264 12/31/2023
Nepc LLC31,069$1,808 12/31/2023
     EIS31,069$1,808 12/31/2023
Equitable Holdings Inc.22,471$1,308 12/31/2023
     EIS22,471$1,308 12/31/2023
Citadel Advisors LLC22,400$1,303 12/31/2023
     EIS22,400$1,303 12/31/2023
Royal Bank of Canada16,409$955 12/31/2023
     EIS16,409$955 12/31/2023
Bank of America Corp DE15,657$911 12/31/2023
     EIS15,657$911 12/31/2023
RVW Wealth LLC13,878$885 03/31/2024
     EIS13,878$885 03/31/2024
Smithfield Trust Co.13,571$790 12/31/2023
     EIS13,571$790 12/31/2023
LPL Financial LLC11,294$657 12/31/2023
     EIS11,294$657 12/31/2023
Sunbelt Securities Inc.8,838$564 03/31/2024
     EIS8,838$564 03/31/2024
Mill Creek Capital Advisors LLC9,593$558 12/31/2023
     EIS9,593$558 12/31/2023
Knollwood Investment Advisory LLC6,925$403 12/31/2023
     EIS6,925$403 12/31/2023
Wells Fargo & Company MN6,802$396 12/31/2023
     EIS6,802$396 12/31/2023
Commonwealth Equity Services LLC6,465$376 12/31/2023
     EIS6,465$376 12/31/2023
Susquehanna International Group LLP6,077$354 12/31/2023
     EIS6,077$354 12/31/2023
Colorado Capital Management Inc.5,118$326 03/31/2024
     EIS5,118$326 03/31/2024
Beaumont Financial Advisors LLC5,550$323 12/31/2023
     EIS5,550$323 12/31/2023
Wealth Enhancement Advisory Services LLC4,784$305 03/31/2024
     EIS4,784$305 03/31/2024
Bank of Montreal Can4,680$275 12/31/2023
     EIS4,680$275 12/31/2023
UBS Group AG4,702$274 12/31/2023
     EIS4,702$274 12/31/2023
Texas Yale Capital Corp.4,550$265 12/31/2023
     EIS4,550$265 12/31/2023
Camden Capital LLC4,419$257 12/31/2023
     EIS4,419$257 12/31/2023
HighTower Advisors LLC4,189$244 12/31/2023
     EIS4,189$244 12/31/2023
Summit Place Financial Advisors LLC3,610$210 12/31/2023
     EIS3,610$210 12/31/2023
Raymond James & Associates3,150$201 03/31/2024
     EIS3,150$201 03/31/2024
Advisor Group Holdings Inc.2,020$118 12/31/2023
     EIS2,020$118 12/31/2023
Glenmede Trust Co. NA1,931$112 12/31/2023
     EIS1,931$112 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,650$96 12/31/2023
     EIS1,650$96 12/31/2023
US Bancorp DE1,151$67 12/31/2023
     EIS1,151$67 12/31/2023
Y.D. More Investments Ltd1,130$66 12/31/2023
     EIS1,130$66 12/31/2023
Atlas Capital Advisors LLC1,004$64 03/31/2024
     EIS1,004$64 03/31/2024
Steward Partners Investment Advisory LLC1,052$61 12/31/2023
     EIS1,052$61 12/31/2023
Franklin Resources Inc.1,000$58 12/31/2023
     EIS1,000$58 12/31/2023
Westside Investment Management Inc.600$38 03/31/2024
     EIS600$38 03/31/2024
West Branch Capital LLC500$32 03/31/2024
     EIS500$32 03/31/2024
Register Financial Advisors LLC455$29 03/31/2024
     EIS455$29 03/31/2024
Farther Finance Advisors LLC470$27 12/31/2023
     EIS470$27 12/31/2023
Ronald Blue Trust Inc.435$24 12/31/2023
     EIS435$24 12/31/2023
National Bank of Canada FI400$23 12/31/2023
     EIS400$23 12/31/2023
Rhumbline Advisers400$23 12/31/2023
     EIS400$23 12/31/2023
Northwestern Mutual Wealth Management Co.305$18 12/31/2023
     EIS305$18 12/31/2023
The PNC Financial Services Group Inc.300$17 12/31/2023
     EIS300$17 12/31/2023
Advisory Services Network LLC290$17 12/31/2023
     EIS290$17 12/31/2023
Comerica Bank251$15 12/31/2023
     EIS251$15 12/31/2023
Transcendent Capital Group LLC206$12 03/31/2024
     EIS206$12 03/31/2024
YHB Investment Advisors Inc.180$11 03/31/2024
     EIS180$11 03/31/2024
Tyler Stone Wealth Management195$11 12/31/2023
     EIS195$11 12/31/2023
Spire Wealth Management155$10 03/31/2024
     EIS155$10 03/31/2024
Viewpoint Capital Management LLC160$10 03/31/2024
     EIS160$10 03/31/2024
Edmond DE Rothschild Holding S.A.175$10 12/31/2023
     EIS175$10 12/31/2023
Citigroup Inc.150$9 12/31/2023
     EIS150$9 12/31/2023
IFP Advisors Inc151$9 12/31/2023
     EIS151$9 12/31/2023
Plante Moran Financial Advisors LLC139$8 12/31/2023
     EIS139$8 12/31/2023
FMR LLC88$5 12/31/2023
     EIS88$5 12/31/2023
4Thought Financial Group Inc.49$3 03/31/2024
     EIS49$3 03/31/2024
Blue Bell Private Wealth Management LLC25$2 03/31/2024
     EIS25$2 03/31/2024
Hexagon Capital Partners LLC30$2 03/31/2024
     EIS30$2 03/31/2024
CWM LLC10$1 03/31/2024
     EIS10$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     EIS0$0 12/31/2023
Covestor Ltd4$0 12/31/2023
     EIS4$0 12/31/2023

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

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