13F filers starting with E

300 institutional investment managers. Portfolio value and holdings are from each manager’s latest SEC Form 13F-HR filing.

Fund13F valueHoldingsLatest

E Fund Management (Hong Kong) Co., Ltd.$301.5M · 551 holdings · Q2 2026$301.5M551Q2 2026
E Fund Management Co., Ltd.$4.5B · 488 holdings · Q2 2026$4.5B488Q2 2026
E&G Advisors, LP$517.8M · 243 holdings · Q2 2026$517.8M243Q2 2026
E&R Wealth Management, LLC$117.9M · 12 holdings · Q2 2026$117.9M12Q2 2026
E-L Financial Corp Ltd$1.2B · 1 holdings · Q2 2026$1.2B1Q2 2026
E-Wealth Partners, LLC$138.3M · 59 holdings · Q2 2026$138.3M59Q2 2026
E. Ohman J:or Asset Management AB$4.3B · 465 holdings · Q2 2026$4.3B465Q2 2026
E20 Capital Ltd$1.2B · 22 holdings · Q2 2026$1.2B22Q2 2026
E6 Portfolios, LLC$125.2M · 97 holdings · Q2 2026$125.2M97Q2 2026
EADS & HEALD WEALTH MANAGEMENT$204.0M · 148 holdings · Q2 2026$204.0M148Q2 2026
Eagle Bay Advisors LLC$133.6M · 141 holdings · Q2 2026$133.6M141Q2 2026
Eagle Bluffs Wealth Management LLC$299.2M · 86 holdings · Q2 2026$299.2M86Q2 2026
EAGLE CAPITAL MANAGEMENT LLC$32.7B · 56 holdings · Q2 2026$32.7B56Q2 2026
Eagle Capital Management, LLC$292.9M · 50 holdings · Q2 2026$292.9M50Q2 2026
EAGLE GLOBAL ADVISORS LLC$3.0B · 277 holdings · Q2 2026$3.0B277Q2 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV$127.4M · 135 holdings · Q2 2026$127.4M135Q2 2026
Eagle Health Investments LP$603.3M · 27 holdings · Q2 2026$603.3M27Q2 2026
Eagle Point Credit Management LLC$66.2M · 13 holdings · Q2 2026$66.2M13Q2 2026
EAGLE ROCK INVESTMENT COMPANY, LLC$808.3M · 156 holdings · Q2 2026$808.3M156Q2 2026
Eagle Strategies LLC$1.0B · 273 holdings · Q2 2026$1.0B273Q2 2026
Eagle Wealth Advisors LLC$131.1M · 100 holdings · Q2 2026$131.1M100Q2 2026
EAGLE WEALTH STRATEGIES LLC$261.7M · 118 holdings · Q2 2026$261.7M118Q2 2026
EagleClaw Capital Managment, LLC$745.4M · 145 holdings · Q2 2026$745.4M145Q2 2026
EARNED WEALTH ADVISORS, LLC$1.6B · 312 holdings · Q2 2026$1.6B312Q2 2026
EARNEST PARTNERS LLC$27.7B · 304 holdings · Q2 2026$27.7B304Q2 2026
East Coast Asset Management, LLC.$338.6M · 67 holdings · Q2 2026$338.6M67Q2 2026
EASTERLY INVESTMENT PARTNERS LLC$2.0B · 252 holdings · Q2 2026$2.0B252Q2 2026
EASTERN BANK$6.5B · 1,038 holdings · Q2 2026$6.5B1,038Q2 2026
Eastover Investment Advisors LLC$253.9M · 49 holdings · Q2 2026$253.9M49Q2 2026
Eaton Financial Holdings Company, LLC$364.1M · 134 holdings · Q2 2026$364.1M134Q2 2026
Eaton-Cambridge Inc.$355.8M · 70 holdings · Q2 2026$355.8M70Q2 2026
Ebert Capital Management Inc.$106.6M · 28 holdings · Q2 2026$106.6M28Q2 2026
Ebor Charitable Trust$49.4M · 4 holdings · Q3 2025$49.4M4Q3 2025
Echo Wealth Management, LLC$195.9M · 47 holdings · Q2 2026$195.9M47Q2 2026
Echo45 Advisors LLC$193.6M · 78 holdings · Q2 2026$193.6M78Q2 2026
eCIO, Inc.$355.9M · 46 holdings · Q2 2026$355.9M46Q2 2026
ECLECTIC ASSOCIATES INC /ADV$878.3M · 162 holdings · Q2 2026$878.3M162Q2 2026
ECLIPSE VENTURES, LLC$2.6B · 2 holdings · Q2 2026$2.6B2Q2 2026
ECOFI INVESTISSEMENTS SA$28.0M · 18 holdings · Q2 2026$28.0M18Q2 2026
Econ Financial Services Corp$214.0M · 72 holdings · Q2 2026$214.0M72Q2 2026
EcoR1 Capital, LLC$2.1B · 33 holdings · Q2 2026$2.1B33Q2 2026
ECP ControlCo, LLC$4.7B · 5 holdings · Q2 2026$4.7B5Q2 2026
Eddie Patel Inc$167.3M · 127 holdings · Q2 2026$167.3M127Q2 2026
Edenbrook Capital, LLC$496.1M · 17 holdings · Q2 2026$496.1M17Q2 2026
EDENTREE ASSET MANAGEMENT Ltd$328.5M · 66 holdings · Q2 2026$328.5M66Q2 2026
EDGAR LOMAX CO/VA$1.3B · 58 holdings · Q2 2026$1.3B58Q2 2026
Edge Financial Advisors LLC$237.7M · 135 holdings · Q4 2025$237.7M135Q4 2025
Edge Wealth Management LLC$593.9M · 87 holdings · Q2 2026$593.9M87Q2 2026
Edgemoor Investment Advisors, Inc.$1.5B · 188 holdings · Q2 2026$1.5B188Q2 2026
EdgePoint Investment Group Inc.$13.2B · 39 holdings · Q2 2026$13.2B39Q2 2026
EdgeRock Capital LLC$441.3M · 134 holdings · Q2 2026$441.3M134Q2 2026
Edgestream Partners, L.P.$3.4B · 936 holdings · Q2 2026$3.4B936Q2 2026
EDGEWOOD MANAGEMENT LLC$9.7B · 90 holdings · Q2 2026$9.7B90Q2 2026
EDMOND DE ROTHSCHILD HOLDING S.A.$7.6B · 605 holdings · Q2 2026$7.6B605Q2 2026
EDMP, INC.$124.3M · 70 holdings · Q2 2026$124.3M70Q2 2026
Efficient Advisors, LLC$1.4B · 58 holdings · Q1 2026$1.4B58Q1 2026
EFG Asset Management (Americas) Corp.$579.2M · 146 holdings · Q3 2025$579.2M146Q3 2025
EFG Asset Management (North America) Corp.$773.4M · 168 holdings · Q3 2025$773.4M168Q3 2025
EFG International AG$5.5B · 1,088 holdings · Q2 2026$5.5B1,088Q2 2026
Egerton Capital (UK) LLP$10.4B · 23 holdings · Q2 2026$10.4B23Q2 2026
EHP Funds Inc.$43.6M · 25 holdings · Q4 2025$43.6M25Q4 2025
Ehrenkranz Partners L.P.$173.2M · 49 holdings · Q2 2026$173.2M49Q2 2026
EHRLICH FINANCIAL GROUP$194.4M · 119 holdings · Q2 2026$194.4M119Q2 2026
EIG Asset Management, LLC— · 2 holdings · Q2 2026—2Q2 2026
EIGHT 31 FINANCIAL, LLC$168.2M · 66 holdings · Q2 2026$168.2M66Q2 2026
Eisler Capital Management Ltd.$22.6B · 820 holdings · Q3 2025$22.6B820Q3 2025
EJF Capital LLC$149.5M · 72 holdings · Q2 2026$149.5M72Q2 2026
EJMK Ventures LLC$220.3M · 162 holdings · Q2 2026$220.3M162Q2 2026
El Puerto de Liverpool, S.A.B. de C.V.— · 1 holdings · Q2 2026—1Q2 2026
ELCO Management Co., LLC$231.9M · 174 holdings · Q2 2026$231.9M174Q2 2026
Eldred Rock Partners, LLC$465.1M · 29 holdings · Q2 2026$465.1M29Q2 2026
Eldridge Investment Advisors, Inc.$504.9M · 163 holdings · Q2 2026$504.9M163Q2 2026
Electric Capital Partners, LLC$102.1M · 7 holdings · Q2 2026$102.1M7Q2 2026
Electron Capital Partners, LLC$2.5B · 46 holdings · Q2 2026$2.5B46Q2 2026
Electrum Group LLC$3.4B · 10 holdings · Q2 2026$3.4B10Q2 2026
Elefante Mark B$232.2M · 60 holdings · Q2 2026$232.2M60Q2 2026
ELEMENT CAPITAL MANAGEMENT LLC$3.2B · 72 holdings · Q2 2026$3.2B72Q2 2026
ELEMENT POINTE ADVISORS, LLC$621.1M · 90 holdings · Q2 2026$621.1M90Q2 2026
Element Squared LLC$201.0M · 49 holdings · Q2 2026$201.0M49Q2 2026
Element Wealth, LLC$267.1M · 214 holdings · Q2 2026$267.1M214Q2 2026
Elemental Capital Partners LLC$476.3M · 12 holdings · Q2 2026$476.3M12Q2 2026
Elequin Securities, LLC— · 693 holdings · Q2 2026—693Q2 2026
Eleva Capital SAS$343.4M · 24 holdings · Q2 2026$343.4M24Q2 2026
Elevate Capital Advisors, LLC$181.9M · 77 holdings · Q2 2026$181.9M77Q2 2026
ELEVATE WEALTH ADVISORY, INC$175.1M · 127 holdings · Q2 2026$175.1M127Q2 2026
Elevated Capital Advisors, LLC$363.6M · 849 holdings · Q2 2026$363.6M849Q2 2026
Elevated Financial Group LLC$364.9M · 125 holdings · Q2 2026$364.9M125Q2 2026
Elevated Private Wealth, LLC$105.7M · 76 holdings · Q2 2026$105.7M76Q2 2026
Elevation Advisory Partners LLC$97.7M · 48 holdings · Q2 2026$97.7M48Q2 2026
Elevation Capital Advisory, LLC$259.0M · 63 holdings · Q2 2026$259.0M63Q2 2026
Elevation Wealth Management LLC$133.8M · 146 holdings · Q2 2026$133.8M146Q2 2026
ELEVATUS WELATH MANAGEMENT$411.1M · 243 holdings · Q2 2026$411.1M243Q2 2026
Eley Financial Management, Inc$308.8M · 72 holdings · Q2 2026$308.8M72Q2 2026
Elgethun Capital Management$717.8M · 174 holdings · Q2 2026$717.8M174Q2 2026
Eliot Finkel Investment Counsel, LLC$213.9M · 33 holdings · Q2 2026$213.9M33Q2 2026
Elite Financial, Inc.$247.6M · 55 holdings · Q2 2026$247.6M55Q2 2026
Elite Life Management LLC$85.4M · 61 holdings · Q2 2026$85.4M61Q2 2026
Elite Wealth Management, Inc.$337.4M · 47 holdings · Q2 2026$337.4M47Q2 2026
Elizabeth Park Capital Advisors, Ltd.$144.8M · 44 holdings · Q2 2026$144.8M44Q2 2026
Elk River Wealth Management, LLC$627.7M · 103 holdings · Q2 2026$627.7M103Q2 2026
ELKHORN PARTNERS LIMITED PARTNERSHIP$116.7M · 50 holdings · Q2 2026$116.7M50Q2 2026
Ellenbecker Investment Group$860.2M · 149 holdings · Q2 2026$860.2M149Q2 2026
ELLERSON GROUP INC /ADV$169.3M · 64 holdings · Q2 2026$169.3M64Q2 2026
Ellevest, Inc.$848.1M · 469 holdings · Q2 2026$848.1M469Q2 2026
Elliott Investment Management L.P.$22.7B · 29 holdings · Q2 2026$22.7B29Q2 2026
Ellis Investment Partners, LLC$660.0M · 285 holdings · Q2 2026$660.0M285Q2 2026
Ellsworth Advisors, LLC$608.6M · 182 holdings · Q2 2026$608.6M182Q2 2026
Elm Partners Management LLC$2.8B · 161 holdings · Q2 2026$2.8B161Q2 2026
Elm3 Financial Group, LLC$146.0M · 135 holdings · Q2 2026$146.0M135Q2 2026
Elmind Capital, LP$398.0M · 35 holdings · Q2 2026$398.0M35Q2 2026
Elmwood Wealth Management, Inc.$399.8M · 200 holdings · Q2 2026$399.8M200Q2 2026
Elo Mutual Pension Insurance Co$7.8B · 593 holdings · Q2 2026$7.8B593Q2 2026
Elser Financial Planning, Inc$2.3B · 124 holdings · Q2 2026$2.3B124Q2 2026
Elwood & Goetz Wealth Advisory Group, LLC$676.0M · 148 holdings · Q2 2026$676.0M148Q2 2026
ELWOOD CAPITAL PARTNERS LP$202.8M · 32 holdings · Q2 2026$202.8M32Q2 2026
Elyxium Wealth, LLC$952.1M · 298 holdings · Q2 2026$952.1M298Q2 2026
Embree Financial Group$998.6M · 290 holdings · Q2 2026$998.6M290Q2 2026
EMC Capital Management$253.3M · 53 holdings · Q2 2026$253.3M53Q2 2026
EMERALD ADVISERS, LLC$4.2B · 237 holdings · Q2 2026$4.2B237Q2 2026
Emerald Advisors, LLC$795.8M · 130 holdings · Q2 2026$795.8M130Q2 2026
Emerald Investment Advisers, LLC$1.5B · 268 holdings · Q2 2026$1.5B268Q2 2026
EMERALD MUTUAL FUND ADVISERS TRUST$2.8B · 197 holdings · Q2 2026$2.8B197Q2 2026
EMERGENCE GP PARTNERS, LLC$112.3M · 4 holdings · Q2 2026$112.3M4Q2 2026
Emergent Wealth Advisors, LLC$192.4M · 122 holdings · Q2 2026$192.4M122Q2 2026
Emeth Value Capital, LLC$28.8M · 3 holdings · Q2 2026$28.8M3Q2 2026
EMG Holdings, L.P.$125.2M · 21 holdings · Q2 2026$125.2M21Q2 2026
EMINENCE CAPITAL, LP— · 1 holdings · Q2 2026—1Q2 2026
Emissary Wealth LLC$131.3M · 63 holdings · Q2 2026$131.3M63Q2 2026
Emmett Investment Management, LP$142.6M · 28 holdings · Q2 2026$142.6M28Q2 2026
EMORY UNIVERSITY$160.1M · 6 holdings · Q2 2026$160.1M6Q2 2026
Empery Asset Management, LP$86.5M · 32 holdings · Q2 2026$86.5M32Q2 2026
Empire Financial Management Company, LLC$252.5M · 139 holdings · Q2 2026$252.5M139Q2 2026
Empire Life Investments Inc.$1.8B · 113 holdings · Q2 2026$1.8B113Q2 2026
Empirical Asset Management, LLC$444.0M · 448 holdings · Q2 2026$444.0M448Q2 2026
Empirical Capital Management, LLC$365.9M · 17 holdings · Q2 2026$365.9M17Q2 2026
Empirical Finance, LLC$2.4B · 505 holdings · Q2 2026$2.4B505Q2 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma$6.9B · 1,062 holdings · Q2 2026$6.9B1,062Q2 2026
Employees Provident Fund Board$17.4B · 68 holdings · Q2 2026$17.4B68Q2 2026
Employees Retirement System of Texas$12.6B · 511 holdings · Q2 2026$12.6B511Q2 2026
Employees' Retirement Fund of the City of Fort Worth$280.1M · 21 holdings · Q2 2026$280.1M21Q2 2026
Empower Advisory Group, LLC$41.9B · 532 holdings · Q2 2026$41.9B532Q2 2026
Empower Annuity Insurance Co$268.0M · 1 holdings · Q2 2026$268.0M1Q2 2026
EMPOWER HARVEST MANAGEMENT SERVICES, INC.$72.8M · 1 holdings · Q2 2026$72.8M1Q2 2026
Empowered Funds, LLC$19.0B · 2,112 holdings · Q2 2026$19.0B2,112Q2 2026
Emprise Bank$271.5M · 109 holdings · Q2 2026$271.5M109Q2 2026
Empyrean Capital Partners, LP$3.0B · 122 holdings · Q2 2026$3.0B122Q2 2026
Enavate Sciences GP, LLC$345.4M · 7 holdings · Q2 2026$345.4M7Q2 2026
EnCap Energy Capital Fund IX, L.P.— · 1 holdings · Q4 2025—1Q4 2025
EnCap Energy Capital Fund VIII, L.P.$84.9M · 2 holdings · Q4 2025$84.9M2Q4 2025
EnCap Energy Capital Fund X, L.P.$216.2M · 1 holdings · Q4 2025$216.2M1Q4 2025
EnCap Energy Capital Fund XI, L.P.$1.1B · 3 holdings · Q4 2025$1.1B3Q4 2025
EnCap Energy Capital Fund XII, L.P.$169.3M · 1 holdings · Q4 2025$169.3M1Q4 2025
EnCap Investments L.P.$322.0M · 3 holdings · Q2 2026$322.0M3Q2 2026
EnCap Partners GP, LLC$382.8M · 2 holdings · Q4 2025$382.8M2Q4 2025
Enclave Advisors LLC$790.4M · 133 holdings · Q2 2026$790.4M133Q2 2026
Encompass Capital Advisors LLC$2.8B · 54 holdings · Q2 2026$2.8B54Q2 2026
Encompass More Asset Management$687.3M · 283 holdings · Q2 2026$687.3M283Q2 2026
ENCOMPASS WEALTH ADVISORS, LLC$328.5M · 109 holdings · Q2 2026$328.5M109Q2 2026
Encore Global Management, LP$101.9M · 53 holdings · Q2 2026$101.9M53Q2 2026
ENDEAVOR PRIVATE WEALTH, INC.$411.5M · 216 holdings · Q2 2026$411.5M216Q2 2026
ENDEAVOUR CAPITAL ADVISORS INC$487.3M · 35 holdings · Q2 2026$487.3M35Q2 2026
Endowment Wealth Management, Inc.$258.6M · 181 holdings · Q2 2026$258.6M181Q2 2026
Endurance Services Ltd$653.0M · 8 holdings · Q2 2026$653.0M8Q2 2026
Endure Capital Management, LLC$450.8M · 50 holdings · Q2 2026$450.8M50Q2 2026
Energy Income Partners, LLC$6.4B · 88 holdings · Q2 2026$6.4B88Q2 2026
EnerVest, Ltd.$50.1M · 1 holdings · Q3 2025$50.1M1Q3 2025
Engaged Capital LLC$327.1M · 10 holdings · Q2 2026$327.1M10Q2 2026
Engine Capital Management, LP$1.0B · 29 holdings · Q2 2026$1.0B29Q2 2026
ENGINE NO. 1 LLC$88.6M · 6 holdings · Q3 2025$88.6M6Q3 2025
Engineers Gate Manager LP$7.7B · 2,192 holdings · Q2 2026$7.7B2,192Q2 2026
Engle Capital Management, L.P.$364.1M · 20 holdings · Q2 2026$364.1M20Q2 2026
Englebert Financial Advisers, LLC$101.5M · 65 holdings · Q2 2026$101.5M65Q2 2026
ENGLISH CAPITAL MANAGEMENT LLC$217.2M · 36 holdings · Q2 2026$217.2M36Q2 2026
Enhancing Capital LLC$145.4M · 90 holdings · Q2 2026$145.4M90Q2 2026
EnRich Financial Partners LLC$421.0M · 67 holdings · Q2 2026$421.0M67Q2 2026
Ensign Peak Advisors, Inc$60.8B · 1,724 holdings · Q2 2026$60.8B1,724Q2 2026
Enstar Group LTD$216.4M · 9 holdings · Q2 2026$216.4M9Q2 2026
Entelevest, LLC$117.0M · 142 holdings · Q2 2026$117.0M142Q2 2026
ENTERPRISE FINANCIAL SERVICES CORP$244.9M · 184 holdings · Q2 2026$244.9M184Q2 2026
ENTREWEALTH, LLC$269.9M · 140 holdings · Q2 2026$269.9M140Q2 2026
Entropy Technologies, LP$2.5B · 929 holdings · Q2 2026$2.5B929Q2 2026
Entruity Wealth, LLC$154.6M · 54 holdings · Q2 2026$154.6M54Q2 2026
ENTRUST FINANCIAL LLC$154.2M · 445 holdings · Q2 2026$154.2M445Q2 2026
ENTRUST GLOBAL PARTNERS L L C$514.1M · 4 holdings · Q2 2026$514.1M4Q2 2026
EntryPoint Capital, LLC$412.1M · 768 holdings · Q2 2026$412.1M768Q2 2026
ENVESTNET ASSET MANAGEMENT INC$424.2B · 4,825 holdings · Q2 2026$424.2B4,825Q2 2026
Envestnet Portfolio Solutions, Inc.$20.9B · 1,370 holdings · Q2 2026$20.9B1,370Q2 2026
Envision Financial LLC$217.1M · 48 holdings · Q2 2026$217.1M48Q2 2026
Envision Financial Planning, LLC$307.3M · 55 holdings · Q2 2026$307.3M55Q2 2026
Envision Financial Transparency, LLC$117.2M · 59 holdings · Q2 2026$117.2M59Q2 2026
ENZI WEALTH$315.7M · 77 holdings · Q2 2026$315.7M77Q2 2026
Eos Management, L.P.$252.4M · 35 holdings · Q2 2026$252.4M35Q2 2026
EP Wealth Advisors, LLC$26.2B · 1,713 holdings · Q2 2026$26.2B1,713Q2 2026
EPACRIA CAPITAL PARTNERS, LLC$129.6M · 24 holdings · Q2 2026$129.6M24Q2 2026
EPG Wealth Management LLC$417.3M · 318 holdings · Q2 2026$417.3M318Q2 2026
EPIQ PARTNERS, LLC$235.8M · 98 holdings · Q2 2026$235.8M98Q2 2026
Epoch Investment Partners, Inc.$17.6B · 220 holdings · Q2 2026$17.6B220Q2 2026
EQ LLC$407.2M · 87 holdings · Q2 2026$407.2M87Q2 2026
EQ WEALTH ADVISORS, LLC$182.0M · 57 holdings · Q2 2026$182.0M57Q2 2026
EQT Fund Management S.a r.l.$862.6M · 5 holdings · Q2 2026$862.6M5Q2 2026
Equinox Partners Investment Management LLC$212.4M · 12 holdings · Q2 2026$212.4M12Q2 2026
Equita Financial Network, Inc.$360.2M · 95 holdings · Q2 2026$360.2M95Q2 2026
Equitable Holdings, Inc.$26.4B · 2,982 holdings · Q2 2026$26.4B2,982Q2 2026
EQUITABLE TRUST CO$2.4B · 452 holdings · Q2 2026$2.4B452Q2 2026
EQUITEC PROPRIETARY MARKETS, LLC$559.3M · 98 holdings · Q2 2026$559.3M98Q2 2026
EQUITY INVESTMENT CORP$5.2B · 76 holdings · Q2 2026$5.2B76Q2 2026
Equity Wealth Partners, LLC$278.2M · 109 holdings · Q2 2026$278.2M109Q2 2026
ER Collective Holdings, LLC$308.0M · 1 holdings · Q2 2026$308.0M1Q2 2026
Ergawealth Advisors, Inc.$257.5M · 54 holdings · Q2 2026$257.5M54Q2 2026
Erickson Financial Group, LLC$186.6M · 25 holdings · Q2 2026$186.6M25Q2 2026
ERn Financial, LLC$604.3M · 161 holdings · Q2 2026$604.3M161Q2 2026
Erste Asset Management GmbH$12.9B · 871 holdings · Q2 2026$12.9B871Q2 2026
Ervin Investment Management, LLC$184.1M · 47 holdings · Q2 2026$184.1M47Q2 2026
ES4, LLC$190.4M · 32 holdings · Q2 2026$190.4M32Q2 2026
Eschler Asset Management LLP$56.2M · 34 holdings · Q2 2026$56.2M34Q2 2026
ESG Planning DBA Harper Investing$296.5M · 84 holdings · Q2 2026$296.5M84Q2 2026
ESL Trust Services, LLC$586.5M · 266 holdings · Q2 2026$586.5M266Q2 2026
Essential Investment Partners LLC$124.5M · 312 holdings · Q2 2026$124.5M312Q2 2026
Essential Partners LLC$217.0M · 2,853 holdings · Q2 2026$217.0M2,853Q2 2026
Essential Planning, LLC.$353.9M · 87 holdings · Q2 2026$353.9M87Q2 2026
Essex Financial Services, Inc.$2.0B · 836 holdings · Q2 2026$2.0B836Q2 2026
ESSEX INVESTMENT MANAGEMENT CO LLC$763.4M · 306 holdings · Q2 2026$763.4M306Q2 2026
Essex LLC$658.8M · 180 holdings · Q2 2026$658.8M180Q2 2026
Essex Savings Bank$462.5M · 318 holdings · Q2 2026$462.5M318Q2 2026
Essex Woodlands Management, Inc.$254.2M · 5 holdings · Q2 2026$254.2M5Q2 2026
Estabrook Capital Management$738.6M · 344 holdings · Q2 2026$738.6M344Q2 2026
Estate Counselors, LLC$1.2B · 92 holdings · Q2 2026$1.2B92Q2 2026
Estate Planners Group, LLC$221.1M · 70 holdings · Q2 2026$221.1M70Q2 2026
Estuary Capital Management LP$589.3M · 21 holdings · Q2 2026$589.3M21Q2 2026
Etesian Wealth Advisors, Inc.$338.3M · 141 holdings · Q2 2026$338.3M141Q2 2026
ETF Portfolio Partners, Inc.$420.4M · 70 holdings · Q2 2026$420.4M70Q2 2026
ETF Store, Inc.$119.5M · 114 holdings · Q2 2026$119.5M114Q2 2026
Ethic Inc.$8.0B · 1,358 holdings · Q2 2026$8.0B1,358Q2 2026
Ethos Capital Management, Inc.$140.5M · 59 holdings · Q2 2026$140.5M59Q2 2026
Ethos Financial Group, LLC$1.5B · 648 holdings · Q2 2026$1.5B648Q2 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC$841.8M · 118 holdings · Q2 2026$841.8M118Q2 2026
Euclidean Capital LLC$439.8M · 11 holdings · Q2 2026$439.8M11Q2 2026
Eukles Asset Management$242.4M · 228 holdings · Q2 2026$242.4M228Q2 2026
EULAV Asset Management$3.1B · 152 holdings · Q2 2026$3.1B152Q2 2026
Eurizon Asset Management Hungary Ltd.$93.9M · 21 holdings · Q2 2026$93.9M21Q2 2026
Eurizon Asset Management Slovakia, sprav. spol., a.s.$4.0M · 5 holdings · Q2 2026$4.0M5Q2 2026
Eurizon Capital SGR S.p.A.$37.3B · 1,237 holdings · Q2 2026$37.3B1,237Q2 2026
Eurizon SLJ Capital Ltd$271.2M · 172 holdings · Q2 2026$271.2M172Q2 2026
Euro Pacific Asset Management, LLC— · 96 holdings · Q2 2026—96Q2 2026
Evansbrook LLC$167.7M · 127 holdings · Q2 2026$167.7M127Q2 2026
Evanson Asset Management, LLC$1.9B · 321 holdings · Q1 2026$1.9B321Q1 2026
Evanson Financial, LLC$2.0B · 325 holdings · Q2 2026$2.0B325Q2 2026
Evelyn Partners Asset Management Ltd$405.8M · 308 holdings · Q1 2026$405.8M308Q1 2026
Evelyn Partners Group Ltd$46.9B · 551 holdings · Q2 2026$46.9B551Q2 2026
Evelyn Partners Investment Management (Europe) Ltd$290.6M · 187 holdings · Q1 2026$290.6M187Q1 2026
Evelyn Partners Investment Management LLP$3.7B · 410 holdings · Q1 2026$3.7B410Q1 2026
Evelyn Partners Investment Management Services Ltd$850.0M · 281 holdings · Q1 2026$850.0M281Q1 2026
Evensky & Katz LLC$1.9B · 72 holdings · Q2 2026$1.9B72Q2 2026
EVENTIDE ASSET MANAGEMENT, LLC$7.5B · 301 holdings · Q2 2026$7.5B301Q2 2026
Evercore Wealth Management, LLC$7.1B · 433 holdings · Q2 2026$7.1B433Q2 2026
Everest Financial Group LLC$738.4M · 208 holdings · Q2 2026$738.4M208Q2 2026
Everest Management Corp.$268.0M · 85 holdings · Q2 2026$268.0M85Q2 2026
EVERETT HARRIS & CO /CA/$8.1B · 292 holdings · Q2 2026$8.1B292Q2 2026
Evergreen Advisors, LLC$468.6M · 31 holdings · Q2 2026$468.6M31Q2 2026
EVERGREEN CAPITAL MANAGEMENT LLC$5.7B · 1,535 holdings · Q2 2026$5.7B1,535Q2 2026
Evergreen Private Wealth LLC$270.4M · 89 holdings · Q2 2026$270.4M89Q2 2026
Evergreen Quality Fund GP, Ltd.$6.2B · 43 holdings · Q2 2026$6.2B43Q2 2026
Evergreen Venture Partners Ltd.$68.4M · 1 holdings · Q3 2025$68.4M1Q3 2025
Evergreen Wealth Management, LLC$213.3M · 55 holdings · Q2 2026$213.3M55Q2 2026
Evergreen Wealth Partners LLC$166.7M · 89 holdings · Q2 2026$166.7M89Q2 2026
Evergreen Wealth Solutions, LLC$1.9B · 515 holdings · Q2 2026$1.9B515Q2 2026
Everhart Financial Group, Inc.$1.6B · 481 holdings · Q2 2026$1.6B481Q2 2026
EVERMAY WEALTH MANAGEMENT LLC$970.9M · 651 holdings · Q2 2026$970.9M651Q2 2026
Evernest Financial Advisors, LLC$478.1M · 191 holdings · Q2 2026$478.1M191Q2 2026
EVERPAR ADVISORS LLC$351.5M · 302 holdings · Q2 2026$351.5M302Q2 2026
Eversept Partners, LP$1.9B · 120 holdings · Q2 2026$1.9B120Q2 2026
EverSource Wealth Advisors, LLC$3.0B · 4,392 holdings · Q2 2026$3.0B4,392Q2 2026
Everstar Asset Management, LLC$207.3M · 202 holdings · Q2 2026$207.3M202Q2 2026
EVEXIA WEALTH LLC$369.5M · 77 holdings · Q2 2026$369.5M77Q2 2026
EVOKE WEALTH, LLC$1.6M · 4 holdings · Q2 2026$1.6M4Q2 2026
Evolution Advisers, Inc.$272.1M · 943 holdings · Q2 2026$272.1M943Q2 2026
Evolution Wealth Advisors, LLC$854.9M · 181 holdings · Q2 2026$854.9M181Q2 2026
EVOLUTION WEALTH MANAGEMENT INC.$170.1M · 935 holdings · Q2 2026$170.1M935Q2 2026
Evolutionary Tree Capital Management, LLC$53.0M · 29 holdings · Q2 2026$53.0M29Q2 2026
EVOLVE PRIVATE WEALTH, LLC$1.6B · 1,003 holdings · Q2 2026$1.6B1,003Q2 2026
EVR Research LP$202.5M · 28 holdings · Q2 2026$202.5M28Q2 2026
EWA, LLC$548.1M · 332 holdings · Q2 2026$548.1M332Q2 2026
EWG Elevate Inc.$320.0M · 119 holdings · Q3 2025$320.0M119Q3 2025
Ewing Morris & Co. Investment Partners Ltd.$191.4M · 89 holdings · Q2 2026$191.4M89Q2 2026
Exane Asset Management$276.7M · 28 holdings · Q2 2026$276.7M28Q2 2026
EXCALIBUR MANAGEMENT CORP$303.5M · 175 holdings · Q2 2026$303.5M175Q2 2026
Excelsior Advisor Network LLC$759.3M · 453 holdings · Q2 2026$759.3M453Q2 2026
Exchange Bank$160.6M · 130 holdings · Q2 2026$160.6M130Q2 2026
EXCHANGE TRADED CONCEPTS, LLC$21.9B · 1,580 holdings · Q2 2026$21.9B1,580Q2 2026
EXENCIAL WEALTH ADVISORS, LLC$3.2B · 563 holdings · Q1 2026$3.2B563Q1 2026
Exeter Financial, LLC$261.4M · 101 holdings · Q2 2026$261.4M101Q2 2026
Exit Wealth Advisors, LLC.$219.6M · 150 holdings · Q2 2026$219.6M150Q2 2026
ExodusPoint Capital Management, LP$15.5B · 1,510 holdings · Q2 2026$15.5B1,510Q2 2026
Exome Asset Management LLC$162.1M · 52 holdings · Q2 2026$162.1M52Q2 2026
Exor N.V.$5.5B · 3 holdings · Q2 2026$5.5B3Q2 2026
Exos Asset Management LLC— · 1 holdings · Q3 2025—1Q3 2025
Expect Equity LLC$155.4M · 65 holdings · Q2 2026$155.4M65Q2 2026
Explore Capital Management, LLC$114.0M · 11 holdings · Q2 2026$114.0M11Q2 2026
Expressive Wealth LLC$105.9M · 133 holdings · Q2 2026$105.9M133Q2 2026
Extract Advisors LLC$357.9M · 31 holdings · Q2 2026$357.9M31Q2 2026