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Institutional Holders of ERTH

There is a long list of 93 institutional holders of ERTH 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 ERTH by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ERTH table below, the initial column indicates the name of each top institutional holder of ERTH, with a link to that fund's top holdings. The next columns indicate the amount of ERTH stock held by each of the institutional holders of ERTH, followed by the ERTH 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
Jane Street Group LLC145,746$6,884 12/31/2023
     ERTH145,746$6,884 12/31/2023
UBS Group AG134,197$6,339 12/31/2023
     ERTH134,197$6,339 12/31/2023
Bank of America Corp DE116,114$5,485 12/31/2023
     ERTH116,114$5,485 12/31/2023
Money Design Co. Ltd.103,755$4,901 12/31/2023
     ERTH103,755$4,901 12/31/2023
Morgan Stanley103,314$4,880 12/31/2023
     ERTH103,314$4,880 12/31/2023
Ameriprise Financial Inc.90,058$4,250 12/31/2023
     ERTH90,058$4,250 12/31/2023
LPL Financial LLC80,242$3,790 12/31/2023
     ERTH80,242$3,790 12/31/2023
Stifel Financial Corp39,867$1,883 12/31/2023
     ERTH39,867$1,883 12/31/2023
Royal Bank of Canada34,863$1,647 12/31/2023
     ERTH34,863$1,647 12/31/2023
Susquehanna International Group LLP32,363$1,529 12/31/2023
     ERTH32,363$1,529 12/31/2023
Mission Wealth Management LP30,546$1,443 12/31/2023
     ERTH30,546$1,443 12/31/2023
Commonwealth Equity Services LLC27,806$1,313 12/31/2023
     ERTH27,806$1,313 12/31/2023
Franklin Resources Inc.27,360$1,292 12/31/2023
     ERTH27,360$1,292 12/31/2023
Citadel Advisors LLC26,377$1,246 12/31/2023
     ERTH26,377$1,246 12/31/2023
Altfest L J & Co. Inc.22,011$1,040 12/31/2023
     ERTH22,011$1,040 12/31/2023
Migdal Insurance & Financial Holdings Ltd.19,239$909 12/31/2023
     ERTH19,239$909 12/31/2023
Perigon Wealth Management LLC17,259$815 12/31/2023
     ERTH17,259$815 12/31/2023
Bank Julius Baer & Co. Ltd Zurich15,200$718 12/31/2023
     ERTH15,200$718 12/31/2023
Cetera Advisor Networks LLC14,826$700 12/31/2023
     ERTH14,826$700 12/31/2023
Bank of Montreal Can13,703$651 12/31/2023
     ERTH13,703$651 12/31/2023
Ledyard National Bank13,125$620 12/31/2023
     ERTH13,125$620 12/31/2023
US Bancorp DE12,200$576 12/31/2023
     ERTH12,200$576 12/31/2023
Cambridge Investment Research Advisors Inc.12,053$569 12/31/2023
     ERTH12,053$569 12/31/2023
Cerity Partners LLC11,604$548 12/31/2023
     ERTH11,604$548 12/31/2023
Wells Fargo & Company MN11,040$521 12/31/2023
     ERTH11,040$521 12/31/2023
Advisor Group Holdings Inc.10,887$514 12/31/2023
     ERTH10,887$514 12/31/2023
Interactive Financial Advisors10,091$483 12/31/2023
     ERTH10,091$483 12/31/2023
Wealth Enhancement Advisory Services LLC11,183$473 03/31/2024
     ERTH11,183$473 03/31/2024
Envestnet Asset Management Inc.9,770$462 12/31/2023
     ERTH9,770$462 12/31/2023
Raymond James Financial Services Advisors Inc.8,597$406 12/31/2023
     ERTH8,597$406 12/31/2023
PFG Investments LLC8,455$399 12/31/2023
     ERTH8,455$399 12/31/2023
KCM Investment Advisors LLC8,231$389 12/31/2023
     ERTH8,231$389 12/31/2023
Raymond James & Associates8,164$386 12/31/2023
     ERTH8,164$386 12/31/2023
Commerce Bank8,115$383 12/31/2023
     ERTH8,115$383 12/31/2023
Kestra Advisory Services LLC7,354$347 12/31/2023
     ERTH7,354$347 12/31/2023
Comerica Bank6,879$325 12/31/2023
     ERTH6,879$325 12/31/2023
JPMorgan Chase & Co.6,053$286 12/31/2023
     ERTH6,053$286 12/31/2023
LexAurum Advisors LLC6,725$284 03/31/2024
     ERTH6,725$284 03/31/2024
Eqis Capital Management Inc.4,876$230 12/31/2023
     ERTH4,876$230 12/31/2023
SG Americas Securities LLC3,713$175 12/31/2023
     ERTH3,713$175 12/31/2023
Smartleaf Asset Management LLC3,184$151 12/31/2023
     ERTH3,184$151 12/31/2023
Albion Financial Group UT3,556$150 03/31/2024
     ERTH3,556$150 03/31/2024
Capital Analysts LLC2,798$132 12/31/2023
     ERTH2,798$132 12/31/2023
Spire Wealth Management2,778$131 12/31/2023
     ERTH2,778$131 12/31/2023
WASHINGTON TRUST Co2,694$127 12/31/2023
     ERTH2,694$127 12/31/2023
National Bank of Canada FI2,667$123 12/31/2023
     ERTH2,667$123 12/31/2023
WealthCollab LLC2,401$113 12/31/2023
     ERTH2,401$113 12/31/2023
Proequities Inc.1,917$91 12/31/2023
     ERTH1,917$91 12/31/2023
Townsend Asset Management Corp NC ADV1,696$80 12/31/2023
     ERTH1,696$80 12/31/2023
FMR LLC1,562$74 12/31/2023
     ERTH1,562$74 12/31/2023

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

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