目前共有 17 家机构持有 EBI，以下按持股市值由高至低排序。
| 主要持有机构 | 总市值 | 平均占比 |
|---|---|---|
| Hill Investment Group Partners, LLC | US$3.7亿 | 40.48% |
| HILL ISLAND FINANCIAL LLC | US$6687.5万 | 16.25% |
| BetterWealth, LLC | US$3370.9万 | 6.61% |
| TCI Wealth Advisors, Inc. | US$1948.7万 | 1.03% |
| AIRE ADVISORS, LLC | US$1929.9万 | 3.53% |
| New Capital Management LP | US$1234.8万 | 3.04% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | US$1086.3万 | 0.19% |
| Trellis Wealth Advisors LLC | US$969.9万 | 3.69% |
| Chicago Partners Investment Group LLC | US$688.8万 | 0.15% |
| Quantinno Capital Management LP | US$637.0万 | 0.01% |
| MONETA GROUP INVESTMENT ADVISORS LLC | US$425.6万 | 0.03% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | US$401.6万 | 0.41% |
| STIFEL FINANCIAL CORP | US$134.0万 | 0.00% |
| GTS SECURITIES LLC | US$105.1万 | 0.04% |
| HighTower Advisors, LLC | US$82.5万 | 0.00% |
| Mariner, LLC | US$55.8万 | 0.00% |
| MORGAN STANLEY | US$20.5万 | 0.00% |