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Funds Holding ERNA

On this page, we present all of the funds holding ERNA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ERNA, with a link to that fund's top holdings. The next columns indicate the amount of ERNA stock held by each of the funds holding ERNA, followed by the ERNA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 22 funds holding ERNA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Lake Street Advisors Group LLC. For more details on the positions held by Lake Street Advisors Group LLC (or by any of the other funds holding ERNA), click the fund name in the "Holder" column of the funds-holding-ERNA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Lake Street Advisors Group LLC520,996$933 12/31/2023
     ERNA520,996$933 12/31/2023
Cypress Point Wealth Management LLC94,375$226 03/31/2024
     ERNA94,375$226 03/31/2024
Naviter Wealth LLC78,796$189 03/31/2024
     ERNA78,796$189 03/31/2024
Sippican Capital Advisors72,800$175 03/31/2024
     ERNA72,800$175 03/31/2024
CI Private Wealth LLC50,398$90 12/31/2023
     ERNA50,398$90 12/31/2023
Vanguard Group Inc.26,099$47 12/31/2023
     ERNA26,099$47 12/31/2023
Geode Capital Management LLC22,488$40 12/31/2023
     ERNA22,488$40 12/31/2023
STA Wealth Management LLC14,798$36 03/31/2024
     ERNA14,798$36 03/31/2024
BlackRock Inc.15,619$28 12/31/2023
     ERNA15,619$28 12/31/2023
Baldwin Brothers Inc. MA8,544$21 03/31/2024
     ERNA8,544$21 03/31/2024
Tower Research Capital LLC TRC 4,409$8 12/31/2023
     ERNA4,409$8 12/31/2023
Proequities Inc. $0 03/31/2024
     Put0$0 03/31/2024
     Call0$0 03/31/2024
     ERNA0$0 03/31/2024
NBC Securities Inc.10$0 03/31/2024
     ERNA10$0 03/31/2024
Montag A & Associates Inc.141$0 03/31/2024
     ERNA141$0 03/31/2024
Aspire Private Capital LLC10$0 03/31/2024
     ERNA10$0 03/31/2024
JPMorgan Chase & Co.14$0 12/31/2023
     ERNA14$0 12/31/2023
Wells Fargo & Company MN28$0 12/31/2023
     ERNA28$0 12/31/2023
FMR LLC1$0 12/31/2023
     ERNA1$0 12/31/2023
Citigroup Inc.15$0 12/31/2023
     ERNA15$0 12/31/2023
Morgan Stanley50$0 12/31/2023
     ERNA50$0 12/31/2023
Group One Trading L.P.19$0 12/31/2023
     ERNA19$0 12/31/2023
Royal Bank of Canada31$0 12/31/2023
     ERNA31$0 12/31/2023
Qube Research & Technologies Ltd4$0 12/31/2023
     ERNA4$0 12/31/2023

See Summary: Institutional Holders of ERNA
See Details: Top 10 Hedge Funds Holding ERNA
Also See: ERNA Insider Buying
Also See: ERNA Holdings Changes

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