Institutions Starting with "E" (429 funds)
429 institutions currently have names starting with "E", ranked below by AUM.
EA
Envestnet Asset Management Inc
CIK 0001407543
Total reported value
$423.6B
4,822 stks
2026-06-30
Concentration3.9
Portfolio Stability22.6
Sector conviction46.6
View detail
EV
Eaton Vance Management
CIK 0001076598
Total reported value
$67.5B
1,538 stks
2022-09-30
Stale — no recent filing
Concentration4.1
Portfolio Stability0.0
Sector conviction51.1
View detail
EP
Ensign Peak Advisors, Inc
CIK 0001454984
Total reported value
$60.8B
1,724 stks
2026-06-30
Concentration7.1
Portfolio Stability27.1
Sector conviction59.7
View detail
EA
Emerald Acquisition Ltd.
CIK 0001678434
Total reported value
$51.8B
10,960 stks
2016-09-30
Stale — no recent filing
Concentration1.2
Portfolio Stability25.4
Sector conviction44.1
View detail
EA
Empower Advisory Group, LLC
CIK 0001978885
Total reported value
$41.9B
533 stks
2026-06-30
Concentration13.1
Portfolio Stability14.3
Sector conviction31.1
View detail
EC
Eurizon Capital SGR S.p.A.
CIK 0002107286
Total reported value
$37.3B
1,237 stks
2026-06-30
Concentration6.7
Portfolio Stability0.0
Sector conviction58.5
View detail
EC
Eagle Capital Management LLC
CIK 0000945631
Total reported value
$32.7B
56 stks
2026-06-30
Concentration19.4
Portfolio Stability45.3
Sector conviction51.5
View detail
EP
Earnest Partners LLC
CIK 0001102578
Total reported value
$27.7B
304 stks
2026-06-30
Concentration3.4
Portfolio Stability22.3
Sector conviction50.1
View detail
EW
EP Wealth Advisors, LLC
CIK 0001540569
Total reported value
$26.2B
1,714 stks
2026-06-30
Concentration8.6
Portfolio Stability30.4
Sector conviction67.9
View detail
Elliott Investment Management L.P.
CIK 0001791786
Total reported value
$22.7B
29 stks
2026-06-30
Concentration35.6
Portfolio Stability52.5
Sector conviction75.8
View detail
EC
Eisler Capital Management Ltd.
CIK 0002055810
Total reported value
$22.6B
1,241 stks
2025-09-30
Stale — no recent filing
Concentration19.2
Portfolio Stability71.5
Sector conviction81.8
View detail
ET
Exchange Traded Concepts, LLC
CIK 0001457320
Total reported value
$21.9B
2,766 stks
2026-06-30
Concentration6.5
Portfolio Stability54.4
Sector conviction88.3
View detail
EC
Eisler Capital (UK) Ltd.
CIK 0001849486
Total reported value
$21.7B
823 stks
2024-09-30
Stale — no recent filing
Concentration10.5
Portfolio Stability0.0
Sector conviction60.3
View detail
EP
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
Total reported value
$20.9B
1,369 stks
2026-06-30
Concentration7.7
Portfolio Stability29.0
Sector conviction52.2
View detail
EA
Eagle Asset Management Inc
CIK 0000790502
Total reported value
$19.6B
547 stks
2024-09-30
Stale — no recent filing
Concentration2.7
Portfolio Stability0.0
Sector conviction44.6
View detail
EF
Empowered Funds, LLC
CIK 0001592828
Total reported value
$19.0B
7,205 stks
2026-06-30
Concentration2.0
Portfolio Stability40.1
Sector conviction50.4
View detail
EI
Epoch Investment Partners, Inc.
CIK 0001305841
Total reported value
$17.6B
588 stks
2026-06-30
Concentration3.5
Portfolio Stability25.5
Sector conviction48.9
View detail
EP
Employees Provident Fund Board
CIK 0001600177
Total reported value
$17.4B
68 stks
2026-06-30
Concentration14.4
Portfolio Stability41.3
Sector conviction91.3
View detail
EH
Equitable Holdings, Inc.
CIK 0001333986
Total reported value
$16.7B
1,835 stks
2026-06-30
Concentration2.8
Portfolio Stability32.4
Sector conviction61.3
View detail
EC
ExodusPoint Capital Management, LP
CIK 0001736225
Total reported value
$15.5B
1,510 stks
2026-06-30
Concentration8.0
Portfolio Stability100.0
Sector conviction53.1
View detail
EA
Edge Asset Management, Inc
CIK 0001061286
Total reported value
$13.2B
266 stks
2017-03-31
Stale — no recent filing
Concentration3.3
Portfolio Stability13.6
Sector conviction41.1
View detail
EI
EdgePoint Investment Group Inc.
CIK 0001481669
Total reported value
$13.2B
39 stks
2026-06-30
Concentration23.4
Portfolio Stability28.8
Sector conviction47.3
View detail
EA
Erste Asset Management GmbH
CIK 0002024532
Total reported value
$12.9B
967 stks
2026-06-30
Concentration5.5
Portfolio Stability42.2
Sector conviction65.8
View detail
ER
Employees Retirement System of Texas
CIK 0001398739
Total reported value
$12.6B
511 stks
2026-06-30
Concentration11.0
Portfolio Stability30.8
Sector conviction55.2
View detail
EE
Evolution Equity Partners II SARL
CIK 0001964876
Total reported value
$11.8B
2 stks
2023-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
EC
Egerton Capital
CIK 0001581811
Total reported value
$10.4B
23 stks
2026-06-30
Concentration28.7
Portfolio Stability57.1
Sector conviction55.3
View detail
EM
Edgewood Management LLC
CIK 0000860561
Total reported value
$9.7B
90 stks
2026-06-30
Concentration21.6
Portfolio Stability60.0
Sector conviction83.7
View detail
EH
Everett Harris & Co /ca/
CIK 0001009254
Total reported value
$8.1B
292 stks
2026-06-30
Concentration25.9
Portfolio Stability13.2
Sector conviction53.3
View detail
EI
Ethic Inc.
CIK 0001780570
Total reported value
$8.0B
1,358 stks
2026-06-30
Concentration5.7
Portfolio Stability35.2
Sector conviction61.2
View detail
EM
Elo Mutual Pension Insurance Co
CIK 0001739877
Total reported value
$7.8B
593 stks
2026-06-30
Concentration7.8
Portfolio Stability48.5
Sector conviction62.5
View detail
EG
Engineers Gate Manager LP
CIK 0001620220
Total reported value
$7.7B
2,192 stks
2026-06-30
Concentration1.2
Portfolio Stability100.0
Sector conviction35.0
View detail
ED
Edmond De Rothschild Holding S.a.
CIK 0001649647
Total reported value
$7.6B
1,099 stks
2026-06-30
Concentration5.6
Portfolio Stability25.9
Sector conviction51.4
View detail
EA
Eventide Asset Management, LLC
CIK 0001442891
Total reported value
$7.5B
301 stks
2026-06-30
Concentration4.7
Portfolio Stability38.0
Sector conviction59.1
View detail
EW
Evercore Wealth Management, LLC
CIK 0001482689
Total reported value
$7.1B
734 stks
2026-06-30
Concentration9.6
Portfolio Stability17.1
Sector conviction49.4
View detail
EF
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
Total reported value
$6.9B
1,876 stks
2026-06-30
Concentration8.3
Portfolio Stability0.0
Sector conviction86.4
View detail
EB
Eastern Bank
CIK 0001126395
Total reported value
$6.5B
1,466 stks
2026-06-30
Concentration7.4
Portfolio Stability29.3
Sector conviction56.1
View detail
EI
Energy Income Partners, LLC
CIK 0001388814
Total reported value
$6.4B
172 stks
2026-06-30
Concentration11.4
Portfolio Stability10.9
Sector conviction100.0
View detail
EQ
Evergreen Quality Fund GP, Ltd.
CIK 0002016939
Total reported value
$6.2B
43 stks
2026-06-30
Concentration28.7
Portfolio Stability100.0
Sector conviction100.0
View detail
EP
Evelyn Partners Group Ltd
CIK 0002146944
Total reported value
$5.9B
1,185 stks
2026-06-30
Concentration12.7
Portfolio Stability0.0
Sector conviction49.5
View detail
EC
Evergreen Capital Management LLC
CIK 0001260824
Total reported value
$5.7B
2,269 stks
2026-06-30
Concentration3.3
Portfolio Stability32.8
Sector conviction42.4
View detail
EI
EFG International AG
CIK 0002109868
Total reported value
$5.5B
2,399 stks
2026-06-30
Concentration5.5
Portfolio Stability28.2
Sector conviction55.7
View detail
EP
Elevation Point Wealth Partners, LLC
CIK 0001744349
Total reported value
$5.4B
1,202 stks
2026-06-30
Concentration2.7
Portfolio Stability38.2
Sector conviction49.2
View detail
EA
EverPoint Asset Management, LLC
CIK 0001603464
Total reported value
$5.4B
402 stks
2016-12-31
Stale — no recent filing
Concentration5.7
Portfolio Stability100.0
Sector conviction59.7
View detail
EC
ETRADE Capital Management LLC
CIK 0001512581
Total reported value
$5.4B
1,447 stks
2020-09-30
Stale — no recent filing
Concentration10.3
Portfolio Stability18.0
Sector conviction51.3
View detail
EI
Equity Investment CORP
CIK 0001685771
Total reported value
$5.2B
76 stks
2026-06-30
Concentration9.3
Portfolio Stability24.0
Sector conviction43.9
View detail
EC
ECP ControlCo, LLC
CIK 0001707921
Total reported value
$4.7B
5 stks
2026-06-30
Concentration100.0
Portfolio Stability63.9
Sector conviction100.0
View detail
EC
Eisler Capital (US) LLC
CIK 0001928502
Total reported value
$4.7B
471 stks
2024-09-30
Stale — no recent filing
Concentration14.2
Portfolio Stability0.0
Sector conviction45.3
View detail
EC
Egerton Capital LTD
CIK 0001083657
Total reported value
$4.5B
25 stks
2013-06-30
Stale — no recent filing
Concentration30.9
Portfolio Stability0.0
Sector conviction100.0
View detail
EF
E Fund Management Co., Ltd.
CIK 0001842296
Total reported value
$4.5B
488 stks
2026-06-30
Concentration12.5
Portfolio Stability60.0
Sector conviction100.0
View detail
EO
E. Ohman J:or Asset Management AB
CIK 0002009396
Total reported value
$4.3B
465 stks
2026-06-30
Concentration10.7
Portfolio Stability31.2
Sector conviction72.3
View detail
EA
Emerald Advisers, LLC
CIK 0001015083
Total reported value
$4.2B
237 stks
2026-06-30
Concentration4.2
Portfolio Stability0.0
Sector conviction67.9
View detail
EP
Elkfork Partners LLC
CIK 0001694584
Total reported value
$4.1B
1,053 stks
2019-09-30
Stale — no recent filing
Concentration5.1
Portfolio Stability20.2
Sector conviction50.1
View detail
EP
Evelyn Partners Investment Management LLP
CIK 0002065206
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
CIK 0001082970
Total reported value
$3.5B
506 stks
2018-03-31
Stale — no recent filing
Concentration3.1
Portfolio Stability10.4
Sector conviction45.7
View detail
EG
Electrum Group LLC
CIK 0001565641
Total reported value
$3.4B
10 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
EP
Edgestream Partners, L.P.
CIK 0001535061
Total reported value
$3.4B
936 stks
2026-06-30
Concentration0.9
Portfolio Stability96.2
Sector conviction33.2
View detail
EC
Elequin Capital, LP
CIK 0001810873
Total reported value
$3.4B
693 stks
2026-06-30
Concentration33.8
Portfolio Stability100.0
Sector conviction100.0
View detail
EW
Exencial Wealth Advisors, LLC
CIK 0001576151
Total reported value
$3.2B
568 stks
2026-03-31
Concentration4.0
Portfolio Stability17.5
Sector conviction65.4
View detail
EC
Element Capital Management LLC
CIK 0001535630
Total reported value
$3.2B
72 stks
2026-06-30
Concentration66.6
Portfolio Stability100.0
Sector conviction77.8
View detail
EA
EULAV Asset Management
CIK 0001540826
Total reported value
$3.1B
152 stks
2026-06-30
Concentration5.8
Portfolio Stability36.0
Sector conviction74.3
View detail
EM
ETF Managers Group, LLC
CIK 0001645173
Total reported value
$3.1B
777 stks
2023-03-31
Stale — no recent filing
Concentration5.6
Portfolio Stability0.0
Sector conviction100.0
View detail
EC
Empyrean Capital Partners, LP
CIK 0001317195
Total reported value
$3.0B
122 stks
2026-06-30
Concentration7.7
Portfolio Stability71.6
Sector conviction34.5
View detail
EG
Eagle Global Advisors LLC
CIK 0001130787
Total reported value
$3.0B
277 stks
2026-06-30
Concentration10.1
Portfolio Stability0.0
Sector conviction67.7
View detail
EW
EverSource Wealth Advisors, LLC
CIK 0001710537
Total reported value
$3.0B
21,449 stks
2026-06-30
Concentration3.1
Portfolio Stability28.8
Sector conviction56.2
View detail
EM
Emerald Mutual Fund Advisers Trust
CIK 0001352895
Total reported value
$2.8B
197 stks
2026-06-30
Concentration4.3
Portfolio Stability0.0
Sector conviction66.8
View detail
ES
EA Series Trust
CIK 0001592900
Total reported value
$2.8B
1,740 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
EC
Encompass Capital Advisors LLC
CIK 0001541901
Total reported value
$2.8B
54 stks
2026-06-30
Concentration24.4
Portfolio Stability100.0
Sector conviction100.0
View detail
EP
Elm Partners Management LLC
CIK 0001743941
Total reported value
$2.8B
161 stks
2026-06-30
Concentration26.8
Portfolio Stability30.0
Sector conviction100.0
View detail
EO
Eclipse Operations, LLC
CIK 0001908066
Total reported value
$2.6B
2 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction0.0
View detail
ET
Entropy Technologies, LP
CIK 0001976151
Total reported value
$2.5B
930 stks
2026-06-30
Concentration1.3
Portfolio Stability100.0
Sector conviction35.5
View detail
EC
Electron Capital Partners, LLC
CIK 0001586986
Total reported value
$2.5B
46 stks
2026-06-30
Concentration20.7
Portfolio Stability62.8
Sector conviction83.9
View detail
EF
Empirical Finance, LLC
CIK 0001572838
Total reported value
$2.4B
505 stks
2026-06-30
Concentration7.2
Portfolio Stability23.4
Sector conviction57.4
View detail
ET
Equitable Trust Co
CIK 0000033250
Total reported value
$2.4B
753 stks
2026-06-30
Concentration8.0
Portfolio Stability24.9
Sector conviction48.3
View detail
EF
Elser Financial Planning, Inc
CIK 0002028202
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)
CIK 0001649592
Total reported value
$2.3B
230 stks
2016-09-30
Stale — no recent filing
Concentration6.5
Portfolio Stability28.6
Sector conviction78.0
View detail
EC
Edge Capital Group, LLC
CIK 0001767220
Total reported value
$2.2B
332 stks
2024-12-31
Stale — no recent filing
Concentration10.7
Portfolio Stability0.0
Sector conviction39.2
View detail
EC
EcoR1 Capital, LLC
CIK 0001587114
Total reported value
$2.1B
33 stks
2026-06-30
Concentration67.9
Portfolio Stability59.8
Sector conviction100.0
View detail
EF
Evanson Financial, LLC
CIK 0002140235
Total reported value
$2.0B
325 stks
2026-06-30
Concentration13.2
Portfolio Stability0.0
Sector conviction97.5
View detail
EF
Essex Financial Services, Inc.
CIK 0001315785
Total reported value
$2.0B
836 stks
2026-06-30
Concentration3.6
Portfolio Stability18.8
Sector conviction47.5
View detail
EI
Easterly Investment Partners LLC
CIK 0001766150
Total reported value
$2.0B
252 stks
2026-06-30
Concentration38.3
Portfolio Stability51.0
Sector conviction41.2
View detail
E&
Evensky & Katz LLC
CIK 0001357867
Total reported value
$1.9B
72 stks
2026-06-30
Concentration28.3
Portfolio Stability11.3
Sector conviction0.0
View detail
EP
Eversept Partners, LP
CIK 0001697013
Total reported value
$1.9B
120 stks
2026-06-30
Concentration11.8
Portfolio Stability66.2
Sector conviction100.0
View detail
EA
Evanson Asset Management, LLC
CIK 0001626379
Total reported value
$1.9B
321 stks
2026-03-31
Concentration13.8
Portfolio Stability7.4
Sector conviction88.4
View detail
EL
Empire Life Investments Inc.
CIK 0001640951
Total reported value
$1.8B
113 stks
2026-06-30
Concentration9.2
Portfolio Stability23.1
Sector conviction48.9
View detail
EP
Evolve Private Wealth, LLC
CIK 0002111131
Total reported value
$1.6B
1,003 stks
2026-06-30
Concentration3.6
Portfolio Stability44.5
Sector conviction49.9
View detail
EF
Everhart Financial Group, Inc.
CIK 0001852858
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
CIK 0001905663
Total reported value
$1.6B
312 stks
2026-06-30
Concentration12.6
Portfolio Stability21.4
Sector conviction85.1
View detail
EI
Emerald Investment Advisers, LLC
CIK 0002127823
Total reported value
$1.5B
270 stks
2026-06-30
Concentration4.3
Portfolio Stability41.1
Sector conviction53.4
View detail
EF
Ethos Financial Group, LLC
CIK 0001954242
Total reported value
$1.5B
648 stks
2026-06-30
Concentration4.0
Portfolio Stability0.0
Sector conviction50.5
View detail
EI
Edgemoor Investment Advisors, Inc.
CIK 0001313792
Total reported value
$1.5B
188 stks
2026-06-30
Concentration12.4
Portfolio Stability20.0
Sector conviction51.7
View detail
EA
Efficient Advisors, LLC
CIK 0001542164
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
CIK 0001013538
Total reported value
$1.3B
58 stks
2026-06-30
Concentration11.2
Portfolio Stability16.6
Sector conviction43.1
View detail
EW
Executive Wealth Management, LLC
CIK 0001542611
Total reported value
$1.3B
378 stks
2024-12-31
Stale — no recent filing
Concentration6.4
Portfolio Stability0.0
Sector conviction57.0
View detail
EC
E20 Capital Ltd
CIK 0002127793
Total reported value
$1.2B
22 stks
2026-06-30
Concentration36.0
Portfolio Stability100.0
Sector conviction100.0
View detail
EF
E-L Financial Corp Ltd
CIK 0001697865
Total reported value
$1.2B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability15.8
Sector conviction0.0
View detail
EC
Ensemble Capital Management, LLC
CIK 0001387366
Total reported value
$1.2B
22 stks
2024-09-30
Stale — no recent filing
Concentration23.1
Portfolio Stability0.0
Sector conviction64.7
View detail
EC
Estate Counselors, LLC
CIK 0001559832
Total reported value
$1.2B
92 stks
2026-06-30
Concentration82.7
Portfolio Stability0.0
Sector conviction66.2
View detail
ER
Eagle Ridge Investment Management
CIK 0001445891
Total reported value
$1.1B
148 stks
2024-12-31
Stale — no recent filing
Concentration10.0
Portfolio Stability0.0
Sector conviction44.4
View detail
EE
EnCap Energy Capital Fund XI, L.P.
CIK 0001693946
Total reported value
$1.1B
3 stks
2025-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability7.2
Sector conviction0.0
View detail
EA
Edge Advisors, LLC
CIK 0001588186
Total reported value
$1.1B
1,193 stks
2018-06-30
Stale — no recent filing
Concentration6.7
Portfolio Stability18.0
Sector conviction51.1
View detail
EC
Engine Capital Management, LP
CIK 0001665590
Total reported value
$1.0B
29 stks
2026-06-30
Concentration31.4
Portfolio Stability45.4
Sector conviction79.3
View detail
ES
Eagle Strategies LLC
CIK 0001907666
Total reported value
$1.0B
273 stks
2026-06-30
Concentration8.0
Portfolio Stability30.7
Sector conviction83.3
View detail
EF
Embree Financial Group
CIK 0002020860
Total reported value
$998.6M
290 stks
2026-06-30
Concentration9.4
Portfolio Stability0.0
Sector conviction69.4
View detail
EW
Evermay Wealth Management LLC
CIK 0001066816
Total reported value
$970.9M
651 stks
2026-06-30
Concentration24.9
Portfolio Stability0.0
Sector conviction45.3
View detail
EW
Elyxium Wealth, LLC
CIK 0002043538
Total reported value
$952.1M
1,014 stks
2026-06-30
Concentration10.6
Portfolio Stability100.0
Sector conviction82.8
View detail
EC
EMS Capital LP
CIK 0001441843
Total reported value
$944.1M
19 stks
2021-12-31
Stale — no recent filing
Concentration36.2
Portfolio Stability0.0
Sector conviction75.8
View detail
EV
Emerging Variant Capital Management LP
CIK 0001754001
Total reported value
$905.3M
9 stks
2022-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
View detail
EP
Euro Pacific Asset Management, LLC
CIK 0001796651
Total reported value
$879.5M
96 stks
2026-06-30
Concentration13.5
Portfolio Stability0.0
Sector conviction100.0
View detail
EA
Eclectic Associates Inc /adv
CIK 0000743482
Total reported value
$878.3M
162 stks
2026-06-30
Concentration12.7
Portfolio Stability0.0
Sector conviction54.7
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EF
EQT Fund Management S.a r.l.
CIK 0001834239
Total reported value
$862.6M
5 stks
2026-06-30
Concentration100.0
Portfolio Stability24.1
Sector conviction0.0
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EI
Ellenbecker Investment Group
CIK 0001731497
Total reported value
$860.2M
149 stks
2026-06-30
Concentration40.4
Portfolio Stability16.1
Sector conviction51.3
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EW
Evolution Wealth Advisors, LLC
CIK 0001763121
Total reported value
$854.9M
181 stks
2026-06-30
Concentration34.2
Portfolio Stability0.0
Sector conviction91.7
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EP
Evelyn Partners Investment Management Services Ltd
CIK 0002065205
Total reported value
$850.0M
281 stks
2026-03-31
Concentration13.0
Portfolio Stability30.4
Sector conviction50.9
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EI
Ellevest, Inc.
CIK 0001644128
Total reported value
$848.1M
469 stks
2026-06-30
Concentration11.4
Portfolio Stability21.6
Sector conviction55.9
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EB
Eubel Brady & Suttman Asset Management Inc
CIK 0001080382
Total reported value
$841.8M
118 stks
2026-06-30
Concentration10.4
Portfolio Stability18.0
Sector conviction43.2
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ER
Eagle Rock Investment Company, LLC
CIK 0001911407
Total reported value
$808.3M
156 stks
2026-06-30
Concentration9.8
Portfolio Stability24.1
Sector conviction60.5
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EA
Emerald Advisors, LLC
CIK 0001802611
Total reported value
$795.8M
130 stks
2026-06-30
Concentration100.0
Portfolio Stability10.7
Sector conviction100.0
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EA
Enclave Advisors LLC
CIK 0001836110
Total reported value
$790.4M
133 stks
2026-06-30
Concentration14.5
Portfolio Stability25.6
Sector conviction48.5
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EH
Emery Howard Portfolio Management, Inc.
CIK 0001495703
Total reported value
$773.4M
48 stks
2021-12-31
Stale — no recent filing
Concentration47.5
Portfolio Stability0.0
Sector conviction0.0
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EA
EFG Asset Management (North America) Corp.
CIK 0001911412
Total reported value
$773.4M
168 stks
2025-09-30
Stale — no recent filing
Concentration3.8
Portfolio Stability60.0
Sector conviction92.0
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EI
Essex Investment Management Co LLC
CIK 0000201772
Total reported value
$763.4M
306 stks
2026-06-30
Concentration4.0
Portfolio Stability45.7
Sector conviction66.7
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EC
EagleClaw Capital Managment, LLC
CIK 0001607636
Total reported value
$745.4M
145 stks
2026-06-30
Concentration9.5
Portfolio Stability19.3
Sector conviction40.3
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EC
Estabrook Capital Management
CIK 0001344717
Total reported value
$738.6M
344 stks
2026-06-30
Concentration11.4
Portfolio Stability18.9
Sector conviction51.2
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EF
Everest Financial Group LLC
CIK 0002056391
Total reported value
$738.4M
208 stks
2026-06-30
Concentration9.1
Portfolio Stability25.9
Sector conviction100.0
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EW
Endurance Wealth Management, Inc.
CIK 0001476225
Total reported value
$731.1M
774 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
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EM
Efficient Market Advisors, LLC
CIK 0001429788
Total reported value
$726.7M
49 stks
2017-03-31
Stale — no recent filing
Concentration25.6
Portfolio Stability24.3
Sector conviction100.0
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EC
Elgethun Capital Management
CIK 0001638022
Total reported value
$717.8M
174 stks
2026-06-30
Concentration14.6
Portfolio Stability21.8
Sector conviction56.1
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EM
Encompass More Asset Management
CIK 0002011218
Total reported value
$687.3M
283 stks
2026-06-30
Concentration11.1
Portfolio Stability0.0
Sector conviction64.6
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E&
Elwood & Goetz Wealth Advisory Group, LLC
CIK 0001752758
Total reported value
$676.0M
148 stks
2026-06-30
Concentration29.2
Portfolio Stability24.8
Sector conviction56.1
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EM
Ellington Management Group LLC
CIK 0001098490
Total reported value
$675.6M
176 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability100.0
Sector conviction100.0
View detail
EC
Exchange Capital Management, Inc.
CIK 0001317733
Total reported value
$670.0M
206 stks
2025-06-30
Stale — no recent filing
Concentration5.8
Portfolio Stability0.0
Sector conviction55.5
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EI
Ellis Investment Partners, LLC
CIK 0001765590
Total reported value
$660.0M
285 stks
2026-06-30
Concentration7.7
Portfolio Stability0.0
Sector conviction48.3
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EL
Essex LLC
CIK 0001889147
Total reported value
$658.8M
180 stks
2026-06-30
Concentration13.5
Portfolio Stability20.7
Sector conviction46.6
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ES
Endurance Services Ltd
CIK 0002011025
Total reported value
$653.0M
8 stks
2026-06-30
Concentration100.0
Portfolio Stability9.5
Sector conviction0.0
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ER
Elk River Wealth Management LLC
CIK 0001844107
Total reported value
$627.7M
103 stks
2026-06-30
Concentration14.6
Portfolio Stability19.4
Sector conviction59.8
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EP
Element Pointe Advisors, LLC
CIK 0001764059
Total reported value
$621.1M
90 stks
2026-06-30
Concentration65.6
Portfolio Stability18.1
Sector conviction100.0
View detail
EA
Ellsworth Advisors, LLC
CIK 0001843553
Total reported value
$608.6M
182 stks
2026-06-30
Concentration5.2
Portfolio Stability0.0
Sector conviction42.8
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EF
ERn Financial, LLC
CIK 0001768302
Total reported value
$604.3M
161 stks
2026-06-30
Concentration10.2
Portfolio Stability13.7
Sector conviction100.0
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EH
Eagle Health Investments LP
CIK 0001842545
Total reported value
$603.3M
27 stks
2026-06-30
Concentration23.2
Portfolio Stability73.6
Sector conviction100.0
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EW
Edge Wealth Management LLC
CIK 0001567163
Total reported value
$593.9M
87 stks
2026-06-30
Concentration19.2
Portfolio Stability16.5
Sector conviction39.6
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EC
Estuary Capital Management LP
CIK 0001965005
Total reported value
$589.3M
21 stks
2026-06-30
Concentration22.3
Portfolio Stability100.0
Sector conviction56.8
View detail
ET
ESL Trust Services, LLC
CIK 0001785545
Total reported value
$586.5M
277 stks
2026-06-30
Concentration49.9
Portfolio Stability11.9
Sector conviction43.3
View detail
EC
Elk Creek Partners, LLC
CIK 0001592405
Total reported value
$582.3M
97 stks
2020-03-31
Stale — no recent filing
Concentration6.3
Portfolio Stability58.0
Sector conviction0.0
View detail
EA
EFG Asset Management (Americas) Corp.
CIK 0001598340
Total reported value
$579.2M
146 stks
2025-09-30
Stale — no recent filing
Concentration6.3
Portfolio Stability43.1
Sector conviction73.2
View detail
EP
Equitec Proprietary Markets, LLC
CIK 0001143261
Total reported value
$559.3M
98 stks
2026-06-30
Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
EL
Ewa, LLC
CIK 0001835252
Total reported value
$548.1M
332 stks
2026-06-30
Concentration16.1
Portfolio Stability0.0
Sector conviction82.8
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EI
Emerson Investment Management, LLC
CIK 0000774602
Total reported value
$527.8M
133 stks
2016-03-31
Stale — no recent filing
Concentration6.5
Portfolio Stability17.6
Sector conviction43.4
View detail
EA
E&G Advisors, LLC
CIK 0001598550
Total reported value
$517.8M
243 stks
2026-06-30
Concentration12.1
Portfolio Stability18.0
Sector conviction57.9
View detail
EG
Entrust Global Partners L L C
CIK 0001080818
Total reported value
$514.1M
5 stks
2026-06-30
Concentration100.0
Portfolio Stability22.1
Sector conviction100.0
View detail
EI
Eldridge Investment Advisors, Inc.
CIK 0001727993
Total reported value
$504.9M
163 stks
2026-06-30
Concentration13.4
Portfolio Stability23.5
Sector conviction59.8
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Showing 1-150 of 429 institutions