αAlphaSMO

Institutions Starting with "E" (428 funds)

428 institutions currently have names starting with "E", ranked below by AUM.

EA

Envestnet Asset Management INC

Total reported value

$373.6B

4,703 stks

2026-03-31

Concentration3.1
Portfolio Stability20.6
Sector conviction41.4
View detail
EV

Eaton Vance Management

Total reported value

$67.5B

1,538 stks

2022-09-30

Concentration4.1
Portfolio Stability0.0
Sector conviction51.1
View detail
EP

Ensign Peak Advisors, Inc

Total reported value

$53.7B

1,708 stks

2026-03-31

Concentration7.2
Portfolio Stability22.1
Sector conviction49.4
View detail
EA

Emerald Acquisition Ltd.

Total reported value

$51.8B

10,960 stks

2016-09-30

Concentration1.2
Portfolio Stability25.4
Sector conviction44.1
View detail
EA

Empower Advisory Group, LLC

Total reported value

$38.5B

511 stks

2026-03-31

Concentration12.8
Portfolio Stability12.9
Sector conviction30.7
View detail
EC

Eurizon Capital SGR S.p.A.

Total reported value

$32.0B

1,193 stks

2026-03-31

Concentration7.0
Portfolio Stability33.5
Sector conviction51.5
View detail
EC

Eagle Capital Management LLC

Total reported value

$29.8B

60 stks

2026-03-31

Concentration17.2
Portfolio Stability37.5
Sector conviction45.0
View detail
EP

Earnest Partners LLC

Total reported value

$24.3B

295 stks

2026-03-31

Concentration3.4
Portfolio Stability17.5
Sector conviction47.8
View detail
EC

Eisler Capital Management Ltd.

Total reported value

$22.6B

1,241 stks

2025-09-30

Concentration19.2
Portfolio Stability71.5
Sector conviction81.8
View detail
EC

Eisler Capital (UK) Ltd.

Total reported value

$21.7B

823 stks

2024-09-30

Concentration10.5
Portfolio Stability0.0
Sector conviction60.3
View detail
EW

EP Wealth Advisors, LLC

Total reported value

$20.3B

1,497 stks

2026-03-31

Concentration9.3
Portfolio Stability16.9
Sector conviction52.0
View detail
Elliott Investment Management L.P.

Elliott Investment Management L.P.

Total reported value

$20.1B

33 stks

2026-03-31

Concentration50.5
Portfolio Stability50.0
Sector conviction94.6
View detail
EA

Eagle Asset Management INC

Total reported value

$19.6B

547 stks

2024-09-30

Concentration2.7
Portfolio Stability0.0
Sector conviction44.6
View detail
EP

Envestnet Portfolio Solutions, Inc.

Total reported value

$18.1B

1,286 stks

2026-03-31

Concentration7.5
Portfolio Stability54.5
Sector conviction62.6
View detail
EI

Epoch Investment Partners, Inc.

Total reported value

$16.5B

598 stks

2026-03-31

Concentration3.1
Portfolio Stability21.9
Sector conviction42.6
View detail
EF

Empowered Funds, LLC

Total reported value

$15.7B

8,595 stks

2026-03-31

Concentration1.8
Portfolio Stability100.0
Sector conviction42.8
View detail
EH

Equitable Holdings, Inc.

Total reported value

$15.5B

1,780 stks

2026-03-31

Concentration2.6
Portfolio Stability32.1
Sector conviction54.4
View detail
EM

Edgewood Management LLC

Total reported value

$15.5B

87 stks

2026-03-31

Concentration21.5
Portfolio Stability34.6
Sector conviction87.6
View detail
ET

Exchange Traded Concepts, LLC

Total reported value

$14.1B

2,701 stks

2026-03-31

Concentration3.7
Portfolio Stability33.9
Sector conviction40.8
View detail
EA

Edge Asset Management, INC

Total reported value

$13.2B

266 stks

2017-03-31

Concentration3.3
Portfolio Stability13.6
Sector conviction41.1
View detail
EP

Employees Provident Fund Board

Total reported value

$13.2B

70 stks

2026-03-31

Concentration14.9
Portfolio Stability22.8
Sector conviction99.2
View detail
EI

EdgePoint Investment Group Inc.

Total reported value

$12.5B

37 stks

2026-03-31

Concentration23.4
Portfolio Stability28.9
Sector conviction52.5
View detail
EC

ExodusPoint Capital Management, LP

Total reported value

$12.4B

1,454 stks

2026-03-31

Concentration14.3
Portfolio Stability0.0
Sector conviction49.8
View detail
EE

Evolution Equity Partners II SARL

Total reported value

$11.8B

2 stks

2023-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
ER

Employees Retirement System of Texas

Total reported value

$11.4B

493 stks

2026-03-31

Concentration12.2
Portfolio Stability33.7
Sector conviction47.9
View detail
EA

Erste Asset Management GmbH

Total reported value

$10.8B

993 stks

2026-03-31

Concentration4.9
Portfolio Stability37.3
Sector conviction55.9
View detail
EC

Egerton Capital (UK) LLP

Total reported value

$9.0B

24 stks

2026-03-31

Concentration25.8
Portfolio Stability77.8
Sector conviction59.7
View detail
EG

Engineers Gate Manager LP

Total reported value

$8.0B

2,137 stks

2026-03-31

Concentration1.1
Portfolio Stability98.1
Sector conviction34.6
View detail
EH

Everett Harris & Co /ca/

Total reported value

$7.8B

325 stks

2026-03-31

Concentration25.1
Portfolio Stability12.9
Sector conviction49.6
View detail
ED

Edmond De Rothschild Holding S.a.

Total reported value

$6.9B

973 stks

2026-03-31

Concentration5.6
Portfolio Stability26.0
Sector conviction49.2
View detail
EB

Eastern Bank

Total reported value

$6.5B

1,466 stks

2026-06-30

Concentration7.4
Portfolio Stability29.3
Sector conviction56.1
View detail
EI

Ethic Inc.

Total reported value

$6.4B

1,246 stks

2026-03-31

Concentration6.2
Portfolio Stability23.9
Sector conviction77.8
View detail
EW

Evercore Wealth Management, LLC

Total reported value

$6.4B

722 stks

2026-03-31

Concentration9.7
Portfolio Stability16.8
Sector conviction47.4
View detail
EC

ECP ControlCo, LLC

Total reported value

$6.3B

4 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
EI

Energy Income Partners, LLC

Total reported value

$6.2B

168 stks

2026-03-31

Concentration11.8
Portfolio Stability20.0
Sector conviction100.0
View detail
EM

Elo Mutual Pension Insurance Co

Total reported value

$6.1B

581 stks

2026-03-31

Concentration8.0
Portfolio Stability31.1
Sector conviction56.9
View detail
EA

Eventide Asset Management, LLC

Total reported value

$6.0B

278 stks

2026-03-31

Concentration4.3
Portfolio Stability34.0
Sector conviction51.6
View detail
EF

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Total reported value

$5.8B

1,706 stks

2026-03-31

Concentration8.4
Portfolio Stability12.6
Sector conviction75.9
View detail
EW

Evoke Wealth, LLC

Total reported value

$5.6B

711 stks

2026-03-31

Concentration15.2
Portfolio Stability12.8
Sector conviction70.3
View detail
EN

Exor N.V.

Total reported value

$5.4B

3 stks

2026-03-31

Concentration100.0
Portfolio Stability5.7
Sector conviction0.0
View detail
EA

EverPoint Asset Management, LLC

Total reported value

$5.4B

402 stks

2016-12-31

Concentration5.7
Portfolio Stability100.0
Sector conviction59.7
View detail
EC

ETRADE Capital Management LLC

Total reported value

$5.4B

1,447 stks

2020-09-30

Concentration10.3
Portfolio Stability18.0
Sector conviction51.3
View detail
EI

Equity Investment CORP

Total reported value

$5.1B

71 stks

2026-03-31

Concentration9.6
Portfolio Stability22.5
Sector conviction42.9
View detail
EI

EFG International AG

Total reported value

$4.7B

2,315 stks

2026-03-31

Concentration5.4
Portfolio Stability41.8
Sector conviction50.0
View detail
EC

Eisler Capital (US) LLC

Total reported value

$4.7B

471 stks

2024-09-30

Concentration14.2
Portfolio Stability0.0
Sector conviction45.3
View detail
EC

Evergreen Capital Management LLC

Total reported value

$4.6B

2,179 stks

2026-03-31

Concentration2.9
Portfolio Stability23.7
Sector conviction40.2
View detail
EC

Egerton Capital LTD

Total reported value

$4.5B

25 stks

2013-06-30

Concentration30.9
Portfolio Stability0.0
Sector conviction100.0
View detail
EQ

Evergreen Quality Fund GP, Ltd.

Total reported value

$4.4B

40 stks

2026-03-31

Concentration37.2
Portfolio Stability53.4
Sector conviction75.8
View detail
EP

Elevation Point Wealth Partners, LLC

Total reported value

$4.3B

1,095 stks

2026-03-31

Concentration2.9
Portfolio Stability75.5
Sector conviction57.4
View detail
EO

E. Ohman J:or Asset Management AB

Total reported value

$4.3B

465 stks

2026-06-30

Concentration10.7
Portfolio Stability31.2
Sector conviction72.3
View detail
EP

Elkfork Partners LLC

Total reported value

$4.1B

1,053 stks

2019-09-30

Concentration5.1
Portfolio Stability20.2
Sector conviction50.1
View detail
EP

Evelyn Partners Investment Management LLP

Total reported value

$3.7B

410 stks

2026-03-31

Concentration14.0
Portfolio Stability24.9
Sector conviction45.1
View detail
EI

Exxonmobil Investment Management INC /tx

Total reported value

$3.5B

506 stks

2018-03-31

Concentration3.1
Portfolio Stability10.4
Sector conviction45.7
View detail
EF

E Fund Management Co., Ltd.

Total reported value

$3.4B

489 stks

2026-03-31

Concentration15.8
Portfolio Stability66.7
Sector conviction100.0
View detail
EC

Encompass Capital Advisors LLC

Total reported value

$3.3B

61 stks

2026-03-31

Concentration16.5
Portfolio Stability100.0
Sector conviction96.7
View detail
EW

EverSource Wealth Advisors, LLC

Total reported value

$3.3B

27,822 stks

2026-03-31

Concentration4.2
Portfolio Stability29.9
Sector conviction65.1
View detail
EW

Exencial Wealth Advisors, LLC

Total reported value

$3.2B

568 stks

2026-03-31

Concentration4.0
Portfolio Stability17.5
Sector conviction65.4
View detail
EA

Emerald Advisers, LLC

Total reported value

$3.2B

248 stks

2026-03-31

Concentration4.4
Portfolio Stability37.3
Sector conviction70.5
View detail
EA

EULAV Asset Management

Total reported value

$3.1B

133 stks

2026-03-31

Concentration5.9
Portfolio Stability32.3
Sector conviction68.3
View detail
EM

ETF Managers Group, LLC

Total reported value

$3.1B

777 stks

2023-03-31

Concentration5.6
Portfolio Stability0.0
Sector conviction100.0
View detail
EC

Empyrean Capital Partners, LP

Total reported value

$3.1B

124 stks

2026-03-31

Concentration6.8
Portfolio Stability59.1
Sector conviction39.4
View detail
EP

Edgestream Partners, L.P.

Total reported value

$3.0B

859 stks

2026-03-31

Concentration0.9
Portfolio Stability95.3
Sector conviction52.5
View detail
ES

EA Series Trust

Total reported value

$2.8B

1,740 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
EG

Eagle Global Advisors LLC

Total reported value

$2.8B

276 stks

2026-03-31

Concentration10.3
Portfolio Stability24.1
Sector conviction72.9
View detail
EC

Electron Capital Partners, LLC

Total reported value

$2.6B

46 stks

2026-03-31

Concentration21.9
Portfolio Stability77.6
Sector conviction94.3
View detail
EC

EcoR1 Capital, LLC

Total reported value

$2.4B

30 stks

2026-03-31

Concentration53.9
Portfolio Stability37.4
Sector conviction100.0
View detail
EP

Elm Partners Management LLC

Total reported value

$2.3B

158 stks

2026-03-31

Concentration24.6
Portfolio Stability20.2
Sector conviction90.2
View detail
EF

Elser Financial Planning, Inc

Total reported value

$2.3B

124 stks

2026-06-30

Concentration100.0
Portfolio Stability12.4
Sector conviction77.1
View detail
ED

Edmond De Rothschild Asset Management (france)

Total reported value

$2.3B

230 stks

2016-09-30

Concentration6.5
Portfolio Stability28.6
Sector conviction78.0
View detail
EC

Edge Capital Group, LLC

Total reported value

$2.2B

332 stks

2024-12-31

Concentration10.7
Portfolio Stability0.0
Sector conviction39.2
View detail
ET

Entropy Technologies, LP

Total reported value

$2.2B

857 stks

2026-03-31

Concentration1.5
Portfolio Stability100.0
Sector conviction34.9
View detail
ET

Equitable Trust Co

Total reported value

$2.2B

746 stks

2026-03-31

Concentration8.6
Portfolio Stability18.8
Sector conviction57.3
View detail
EF

Empirical Finance, LLC

Total reported value

$2.1B

483 stks

2026-03-31

Concentration6.8
Portfolio Stability30.0
Sector conviction49.4
View detail
EM

Emerald Mutual Fund Advisers Trust

Total reported value

$2.1B

199 stks

2026-03-31

Concentration4.5
Portfolio Stability35.4
Sector conviction70.6
View detail
EF

Evanson Financial, LLC

Total reported value

$2.0B

325 stks

2026-06-30

Concentration13.2
Portfolio Stability0.0
Sector conviction97.5
View detail
EP

Eversept Partners, LP

Total reported value

$1.9B

120 stks

2026-03-31

Concentration12.9
Portfolio Stability64.4
Sector conviction100.0
View detail
EP

Evolve Private Wealth, LLC

Total reported value

$1.9B

994 stks

2026-03-31

Concentration4.0
Portfolio Stability27.4
Sector conviction66.7
View detail
EA

Evanson Asset Management, LLC

Total reported value

$1.9B

321 stks

2026-03-31

Concentration13.8
Portfolio Stability7.4
Sector conviction88.4
View detail
EF

Essex Financial Services, Inc.

Total reported value

$1.8B

794 stks

2026-03-31

Concentration3.6
Portfolio Stability13.4
Sector conviction53.4
View detail
E&

Evensky & Katz LLC

Total reported value

$1.8B

72 stks

2026-03-31

Concentration27.6
Portfolio Stability4.1
Sector conviction0.0
View detail
EL

Empire Life Investments Inc.

Total reported value

$1.6B

110 stks

2026-03-31

Concentration9.0
Portfolio Stability31.7
Sector conviction46.0
View detail
EF

Everhart Financial Group, Inc.

Total reported value

$1.6B

481 stks

2026-06-30

Concentration17.0
Portfolio Stability36.8
Sector conviction65.8
View detail
EW

Earned Wealth Advisors, LLC

Total reported value

$1.5B

468 stks

2026-03-31

Concentration10.5
Portfolio Stability100.0
Sector conviction61.9
View detail
EA

Efficient Advisors, LLC

Total reported value

$1.4B

58 stks

2026-03-31

Concentration18.9
Portfolio Stability20.5
Sector conviction100.0
View detail
EL

Edgar Lomax Co/va

Total reported value

$1.4B

56 stks

2026-03-31

Concentration11.1
Portfolio Stability58.4
Sector conviction39.8
View detail
EF

Ethos Financial Group, LLC

Total reported value

$1.4B

540 stks

2026-03-31

Concentration4.7
Portfolio Stability23.2
Sector conviction44.5
View detail
EI

Easterly Investment Partners LLC

Total reported value

$1.3B

166 stks

2026-03-31

Concentration48.5
Portfolio Stability47.3
Sector conviction42.9
View detail
EW

Executive Wealth Management, LLC

Total reported value

$1.3B

378 stks

2024-12-31

Concentration6.4
Portfolio Stability0.0
Sector conviction57.0
View detail
EI

Edgemoor Investment Advisors, Inc.

Total reported value

$1.3B

170 stks

2026-03-31

Concentration11.2
Portfolio Stability12.4
Sector conviction46.1
View detail
EC

Elequin Capital, LP

Total reported value

$1.2B

730 stks

2026-03-31

Concentration84.5
Portfolio Stability100.0
Sector conviction100.0
View detail
EC

Ensemble Capital Management, LLC

Total reported value

$1.2B

22 stks

2024-09-30

Concentration23.1
Portfolio Stability0.0
Sector conviction64.7
View detail
ER

Eagle Ridge Investment Management

Total reported value

$1.1B

148 stks

2024-12-31

Concentration10.0
Portfolio Stability0.0
Sector conviction44.4
View detail
EE

EnCap Energy Capital Fund XI, L.P.

Total reported value

$1.1B

3 stks

2025-12-31

Concentration100.0
Portfolio Stability7.2
Sector conviction0.0
View detail
EC

Estate Counselors, LLC

Total reported value

$1.1B

97 stks

2026-03-31

Concentration78.9
Portfolio Stability33.2
Sector conviction56.6
View detail
EA

Edge Advisors, LLC

Total reported value

$1.1B

1,193 stks

2018-06-30

Concentration6.7
Portfolio Stability18.0
Sector conviction51.1
View detail
EI

Emerald Investment Advisers, LLC

Total reported value

$1.1B

251 stks

2026-03-31

Concentration4.8
Portfolio Stability0.0
Sector conviction47.7
View detail
EG

Electrum Group LLC

Total reported value

$1.1B

8 stks

2026-03-31

Concentration100.0
Portfolio Stability9.4
Sector conviction100.0
View detail
EC

E20 Capital Ltd

Total reported value

$1.1B

22 stks

2026-03-31

Concentration28.3
Portfolio Stability100.0
Sector conviction100.0
View detail
EC

Element Capital Management LLC

Total reported value

$1.1B

49 stks

2026-03-31

Concentration94.3
Portfolio Stability100.0
Sector conviction96.8
View detail
EF

E-L Financial Corp Ltd

Total reported value

$1.0B

1 stks

2026-03-31

Concentration100.0
Portfolio Stability20.5
Sector conviction0.0
View detail
EF

EQT Fund Management S.a r.l.

Total reported value

$1.0B

5 stks

2026-03-31

Concentration100.0
Portfolio Stability31.8
Sector conviction0.0
View detail
EP

Euro Pacific Asset Management, LLC

Total reported value

$1.0B

96 stks

2026-03-31

Concentration14.2
Portfolio Stability15.9
Sector conviction100.0
View detail
EW

Evolution Wealth Advisors, LLC

Total reported value

$981.5M

176 stks

2026-03-31

Concentration41.4
Portfolio Stability9.4
Sector conviction100.0
View detail
EC

EMS Capital LP

Total reported value

$944.1M

19 stks

2021-12-31

Concentration36.2
Portfolio Stability0.0
Sector conviction75.8
View detail
EV

Emerging Variant Capital Management LP

Total reported value

$905.3M

9 stks

2022-12-31

Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
EI

EnCap Investments L.P.

Total reported value

$904.8M

4 stks

2026-03-31

Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
EW

Evermay Wealth Management LLC

Total reported value

$902.1M

594 stks

2026-03-31

Concentration25.6
Portfolio Stability9.7
Sector conviction43.8
View detail
EP

Evelyn Partners Investment Management Services Ltd

Total reported value

$850.0M

281 stks

2026-03-31

Concentration13.0
Portfolio Stability30.4
Sector conviction50.9
View detail
EF

Embree Financial Group

Total reported value

$849.2M

265 stks

2026-03-31

Concentration9.1
Portfolio Stability17.9
Sector conviction72.1
View detail
EB

Eubel Brady & Suttman Asset Management INC

Total reported value

$845.1M

113 stks

2026-03-31

Concentration10.2
Portfolio Stability39.9
Sector conviction41.8
View detail
ES

Eagle Strategies LLC

Total reported value

$837.1M

258 stks

2026-03-31

Concentration7.7
Portfolio Stability21.6
Sector conviction81.0
View detail
EC

Engine Capital Management, LP

Total reported value

$828.4M

26 stks

2026-03-31

Concentration35.1
Portfolio Stability52.7
Sector conviction82.0
View detail
ER

Eagle Rock Investment Company, LLC

Total reported value

$808.3M

156 stks

2026-06-30

Concentration9.8
Portfolio Stability24.1
Sector conviction60.5
View detail
EA

Emerald Advisors, LLC

Total reported value

$807.6M

125 stks

2026-03-31

Concentration100.0
Portfolio Stability14.2
Sector conviction100.0
View detail
EA

Enclave Advisors LLC

Total reported value

$790.4M

133 stks

2026-06-30

Concentration14.5
Portfolio Stability25.6
Sector conviction48.5
View detail
EH

Emery Howard Portfolio Management, Inc.

Total reported value

$773.4M

48 stks

2021-12-31

Concentration47.5
Portfolio Stability0.0
Sector conviction0.0
View detail
EA

EFG Asset Management (North America) Corp.

Total reported value

$773.4M

168 stks

2025-09-30

Concentration3.8
Portfolio Stability60.0
Sector conviction92.0
View detail
EA

Eclectic Associates INC /adv

Total reported value

$753.2M

159 stks

2026-03-31

Concentration12.5
Portfolio Stability19.4
Sector conviction50.4
View detail
EI

Ellenbecker Investment Group

Total reported value

$742.9M

134 stks

2026-03-31

Concentration42.1
Portfolio Stability8.5
Sector conviction59.9
View detail
EW

Endurance Wealth Management, Inc.

Total reported value

$731.1M

774 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
EM

Efficient Market Advisors, LLC

Total reported value

$726.7M

49 stks

2017-03-31

Concentration25.6
Portfolio Stability24.3
Sector conviction100.0
View detail
EI

Ellevest, Inc.

Total reported value

$719.1M

431 stks

2026-03-31

Concentration11.1
Portfolio Stability12.3
Sector conviction48.5
View detail
EC

EagleClaw Capital Managment, LLC

Total reported value

$714.1M

145 stks

2026-03-31

Concentration9.9
Portfolio Stability20.2
Sector conviction39.4
View detail
EC

Estabrook Capital Management

Total reported value

$685.3M

380 stks

2026-03-31

Concentration11.6
Portfolio Stability14.0
Sector conviction46.8
View detail
EM

Ellington Management Group LLC

Total reported value

$675.6M

176 stks

2021-06-30

Concentration0.0
Portfolio Stability100.0
Sector conviction100.0
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EC

Exchange Capital Management, Inc.

Total reported value

$670.0M

206 stks

2025-06-30

Concentration5.8
Portfolio Stability0.0
Sector conviction55.5
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EI

Essex Investment Management Co LLC

Total reported value

$631.7M

305 stks

2026-03-31

Concentration3.9
Portfolio Stability37.7
Sector conviction65.5
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EF

Everest Financial Group LLC

Total reported value

$607.3M

199 stks

2026-03-31

Concentration9.0
Portfolio Stability37.4
Sector conviction88.1
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EC

Elgethun Capital Management

Total reported value

$604.6M

166 stks

2026-03-31

Concentration14.8
Portfolio Stability16.0
Sector conviction70.5
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ER

Elk River Wealth Management LLC

Total reported value

$602.2M

99 stks

2026-03-31

Concentration15.3
Portfolio Stability17.0
Sector conviction58.9
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EC

Estuary Capital Management LP

Total reported value

$597.7M

22 stks

2026-03-31

Concentration20.8
Portfolio Stability91.8
Sector conviction100.0
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EM

Encompass More Asset Management

Total reported value

$596.5M

251 stks

2026-03-31

Concentration10.8
Portfolio Stability96.5
Sector conviction99.6
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EW

Edge Wealth Management LLC

Total reported value

$593.9M

87 stks

2026-06-30

Concentration19.2
Portfolio Stability16.5
Sector conviction39.6
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ES

Endurance Services Ltd

Total reported value

$593.8M

8 stks

2026-03-31

Concentration100.0
Portfolio Stability10.1
Sector conviction0.0
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E&

Elwood & Goetz Wealth Advisory Group, LLC

Total reported value

$589.1M

138 stks

2026-03-31

Concentration28.9
Portfolio Stability8.2
Sector conviction51.3
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EC

Elk Creek Partners, LLC

Total reported value

$582.3M

97 stks

2020-03-31

Concentration6.3
Portfolio Stability58.0
Sector conviction0.0
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EA

EFG Asset Management (Americas) Corp.

Total reported value

$579.2M

146 stks

2025-09-30

Concentration6.3
Portfolio Stability43.1
Sector conviction73.2
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EI

Ellis Investment Partners, LLC

Total reported value

$576.3M

268 stks

2026-03-31

Concentration7.8
Portfolio Stability13.2
Sector conviction45.7
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EH

Eagle Health Investments LP

Total reported value

$571.8M

28 stks

2026-03-31

Concentration26.3
Portfolio Stability67.7
Sector conviction100.0
View detail
EL

Essex LLC

Total reported value

$566.5M

175 stks

2026-03-31

Concentration11.0
Portfolio Stability10.0
Sector conviction52.4
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EA

Ellsworth Advisors, LLC

Total reported value

$532.2M

164 stks

2026-03-31

Concentration5.5
Portfolio Stability35.0
Sector conviction54.1
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EF

ERn Financial, LLC

Total reported value

$531.8M

150 stks

2026-03-31

Concentration10.3
Portfolio Stability8.3
Sector conviction96.1
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EP

Element Pointe Advisors, LLC

Total reported value

$530.0M

86 stks

2026-03-31

Concentration65.5
Portfolio Stability11.0
Sector conviction100.0
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EI

Emerson Investment Management, LLC

Total reported value

$527.8M

133 stks

2016-03-31

Concentration6.5
Portfolio Stability17.6
Sector conviction43.4
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ET

ESL Trust Services, LLC

Total reported value

$523.6M

268 stks

2026-03-31

Concentration49.3
Portfolio Stability23.5
Sector conviction38.6
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EA

Exane Asset Management

Total reported value

$489.2M

32 stks

2026-03-31

Concentration26.2
Portfolio Stability100.0
Sector conviction92.8
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EF

Evernest Financial Advisors, LLC

Total reported value

$481.4M

180 stks

2026-03-31

Concentration12.5
Portfolio Stability17.8
Sector conviction74.7
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EW

Executive Wealth Group LLC

Total reported value

$480.4M

57 stks

2024-03-31

Concentration23.5
Portfolio Stability0.0
Sector conviction88.4
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ER

Eldred Rock Partners, LLC

Total reported value

$465.1M

29 stks

2026-06-30

Concentration16.2
Portfolio Stability28.4
Sector conviction54.3
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ED

Edmonds Duncan Registered Investment Advisors, LLC

Total reported value

$456.6M

108 stks

2024-09-30

Concentration16.8
Portfolio Stability0.0
Sector conviction69.8
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