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This page summarizes the E holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether E is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing E Share Count |
|---|
| Cambiar Investors LLC |
28,563 |
191,839 |
+163,276 |
+571.63% |
| Huntington National Bank |
46 |
100 |
+54 |
+117.39% |
| Bruce G. Allen Investments LLC |
300 |
428 |
+128 |
+42.67% |
| Parkside Financial Bank & Trust |
504 |
717 |
+213 |
+42.26% |
| Flynn Zito Capital Management LLC |
6,202 |
7,325 |
+1,123 |
+18.11% |
| Ronald Blue Trust Inc. |
5,466 |
6,167 |
+701 |
+12.82% |
| Janney Montgomery Scott LLC |
14,605 |
16,359 |
+1,754 |
+12.01% |
| CWM LLC |
2,199 |
2,362 |
+163 |
+7.41% |
| Rehmann Capital Advisory Group |
12,320 |
13,229 |
+909 |
+7.38% |
| Checchi Capital Advisers LLC |
12,275 |
13,059 |
+784 |
+6.39% |
| Smartleaf Asset Management LLC |
3,636 |
3,826 |
+190 |
+5.23% |
| Sequoia Financial Advisors LLC |
11,360 |
11,933 |
+573 |
+5.04% |
| Natixis Advisors L.P. |
2,257,556 |
2,360,488 |
+102,932 |
+4.56% |
| Legacy Wealth Asset Management LLC |
35,020 |
36,045 |
+1,025 |
+2.93% |
| Raymond James Trust N.A. |
9,850 |
10,108 |
+258 |
+2.62% |
| Cambridge Investment Research Advisors Inc. |
8,657 |
8,819 |
+162 |
+1.87% |
| Private Advisor Group LLC |
13,852 |
14,107 |
+255 |
+1.84% |
| DAVENPORT & Co LLC |
7,442 |
7,569 |
+127 |
+1.71% |
| OLD National Bancorp IN |
8,849 |
8,922 |
+73 |
+0.82% |
| Raymond James & Associates |
493,470 |
495,300 |
+1,830 |
+0.37% |
| Team Hewins LLC |
8,812 |
8,821 |
+9 |
+0.10% |
| Veriti Management LLC |
29,077 |
29,091 |
+14 |
+0.05% |
| 13F Filers Reporting New Positions In E |
|---|
| Van ECK Associates Corp |
0 |
14,578 |
+14,578 |
+100% |
| Salem Investment Counselors Inc. |
0 |
155 |
+155 |
+100% |
| Mather Group LLC. |
0 |
172 |
+172 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
2,667 |
+2,667 |
+100% |
| Summit Global Investments |
0 |
7,666 |
+7,666 |
+100% |
| Arkadios Wealth Advisors |
0 |
6,882 |
+6,882 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
2,324 |
+2,324 |
+100% |
| Simplicity Wealth LLC |
0 |
15,336 |
+15,336 |
+100% |
| Norden Group LLC |
0 |
13,790 |
+13,790 |
+100% |
| Diversify Advisory Services LLC |
0 |
15,979 |
+15,979 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Fifth Third Bancorp |
209 |
209 |
UNCH |
0.00% |
| Proequities Inc. |
84 |
84 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
1,790 |
1,790 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
50 |
50 |
UNCH |
0.00% |
| UMB Bank N A MO |
947 |
947 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
265 |
265 |
UNCH |
0.00% |
| BNP Paribas Arbitrage SA |
39 |
39 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
400 |
400 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
432 |
432 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
409 |
409 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
200 |
200 |
UNCH |
0.00% |
| Grove Bank & Trust |
1,000 |
1,000 |
UNCH |
0.00% |
| Pinnacle Bank |
251 |
251 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
366 |
366 |
UNCH |
0.00% |
| Avion Wealth |
22 |
22 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
300 |
300 |
UNCH |
0.00% |
| CVA Family Office LLC |
101 |
101 |
UNCH |
0.00% |
| Yousif Capital Management LLC |
27,809 |
27,809 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
54 |
54 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
67 |
67 |
UNCH |
0.00% |
| 13F Filers Decreasing E Share Count |
|---|
| Spire Wealth Management |
1,518 |
410 |
-1,108 |
-72.99% |
| Hexagon Capital Partners LLC |
707 |
321 |
-386 |
-54.60% |
| GAMMA Investing LLC |
3,279 |
2,038 |
-1,241 |
-37.85% |
| Jackson Square Capital LLC |
33,448 |
21,297 |
-12,151 |
-36.33% |
| Atlas Capital Advisors LLC |
17,659 |
14,734 |
-2,925 |
-16.56% |
| Park Avenue Securities LLC |
8,200 |
7,287 |
-913 |
-11.13% |
| Manning & Napier Group LLC |
130,082 |
119,479 |
-10,603 |
-8.15% |
| Lindbrook Capital LLC |
2,446 |
2,287 |
-159 |
-6.50% |
| AlphaQ Advisors LLC |
10,985 |
10,311 |
-674 |
-6.14% |
| Meritage Portfolio Management |
137,696 |
129,731 |
-7,965 |
-5.78% |
| JFS Wealth Advisors LLC |
1,322 |
1,249 |
-73 |
-5.52% |
| Bank of New York Mellon Corp |
155,962 |
148,034 |
-7,928 |
-5.08% |
| Ritholtz Wealth Management |
19,299 |
18,431 |
-868 |
-4.50% |
| Signaturefd LLC |
24,492 |
23,443 |
-1,049 |
-4.28% |
| Allworth Financial LP |
1,687 |
1,661 |
-26 |
-1.54% |
| NBC Securities Inc. |
7,103 |
7,080 |
-23 |
-0.32% |
| Greenleaf Trust |
12,411 |
12,381 |
-30 |
-0.24% |
| Rosenberg Matthew Hamilton |
2,034 |
2,031 |
-3 |
-0.15% |
| 13F Filers Exiting E |
|---|
| Sapient Capital LLC |
6,484 |
0 |
-6,484 |
-100.00% |
| Arlington Trust Co LLC |
152 |
0 |
-152 |
-100.00% |
| Planned Solutions Inc. |
2,465 |
0 |
-2,465 |
-100.00% |
| Mutual Advisors LLC |
38,362 |
0 |
-38,362 |
-100.00% |
| Legacy Bridge LLC |
138 |
0 |
-138 |
-100.00% |
| Glassman Wealth Services |
571 |
0 |
-571 |
-100.00% |
| CAPROCK Group Inc. |
6,291 |
0 |
-6,291 |
-100.00% |
| First Horizon Advisors Inc. |
56 |
0 |
-56 |
-100.00% |
| JNBA Financial Advisors |
11 |
0 |
-11 |
-100.00% |
| Gradient Investments LLC |
66 |
0 |
-66 |
-100.00% |
| Country Trust Bank |
26 |
0 |
-26 |
-100.00% |
| Bourgeon Capital Management LLC |
38 |
0 |
-38 |
-100.00% |
See Summary: Institutional Holders of E
See Details: Top 10 Hedge Funds Holding E
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