EFR — Institutional owners (13F)

102 filers · $118.1M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
1607 Capital Partners, LLC $9,429,951 889,618 7.99% Shares
Pathstone Holdings, LLC $6,695,279 631,630 5.67% Shares
AMERIPRISE FINANCIAL INC $6,288,638 593,268 5.33% Shares
Advisors Asset Management, Inc. $6,161,400 553,088 5.22% Shares
Invesco Ltd. $6,033,912 569,237 5.11% Shares
Saba Capital Management, L.P. $5,771,202 544,453 4.89% Shares
LOOMIS SAYLES & CO L P $5,086,241 479,834 4.31% Shares
BANK OF AMERICA CORP /DE/ $4,970,627 468,927 4.21% Shares
MORGAN STANLEY $4,967,990 468,678 4.21% Shares
WELLS FARGO & COMPANY/MN $4,725,324 445,785 4.00% Shares
GUGGENHEIM CAPITAL LLC $4,654,979 439,149 3.94% Shares
Gridiron Partners, LLC $4,599,298 433,896 3.89% Shares
Logan Stone Capital, LLC $4,126,082 389,253 3.49% Shares
Marble Harbor Investment Counsel, LLC $3,458,515 326,275 2.93% Shares
Baird Financial Group, Inc. $3,284,474 309,856 2.78% Shares
WOLVERINE ASSET MANAGEMENT LLC $3,082,978 290,847 2.61% Shares
Balyasny Asset Management L.P. $2,336,134 220,390 1.98% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2,149,345 202,768 1.82% Shares
Ethos Financial Group, LLC $2,049,151 193,316 1.74% Shares
WHITE PINE CAPITAL LLC $2,025,936 191,126 1.72% Shares
LPL Financial LLC $1,855,080 175,008 1.57% Shares
ICON ADVISERS INC/CO $1,746,180 164,734 1.48% Shares
OSAIC HOLDINGS, INC. $1,602,282 151,159 1.36% Shares
CWM, LLC $1,566,589 148,633 1.33% Shares
Atlas Wealth LLC $1,557,193 146,905 1.32% Shares
Verity Asset Management, Inc. $1,536,237 144,928 1.30% Shares
ENVESTNET ASSET MANAGEMENT INC $1,405,184 132,565 1.19% Shares
Collar Capital Management, LLC $1,119,572 105,620 0.95% Shares
HOURGLASS CAPITAL, LLC $1,022,900 96,500 0.87% Shares
GOLDMAN SACHS GROUP INC $866,571 81,752 0.73% Shares
Garner Asset Management Corp $579,920 54,709 0.49% Shares
Almitas Capital LLC $576,566 54,393 0.49% Shares
Calamos Advisors LLC $530,106 50,010 0.45% Shares
Capital Investment Advisors, LLC $493,619 46,568 0.42% Shares
UBS Group AG $445,296 42,009 0.38% Shares
Altman Advisors, Inc. $442,252 52,675 0.37% Shares
OPPENHEIMER & CO INC $434,208 40,963 0.37% Shares
SIMON QUICK ADVISORS, LLC $414,394 39,094 0.35% Shares
Cetera Investment Advisers $413,481 39,007 0.35% Shares
RAYMOND JAMES FINANCIAL INC $339,733 32,050 0.29% Shares
RWA WEALTH PARTNERS, LLC $326,448 30,797 0.28% Shares
Closed-End Fund Advisors, Inc. $285,988 26,980 0.24% Shares
SHUFRO ROSE & CO LLC $272,420 25,700 0.23% Shares
MAI Capital Management $269,064 25,383 0.23% Shares
WESCAP Management Group, Inc. $257,612 24,303 0.22% Shares
AEGON USA Investment Management, LLC $255,672 24,120 0.22% Shares
Sandy Spring Bank $251,125 20,500 0.21% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $241,788 22,810 0.20% Shares
Fiduciary Alliance LLC $229,437 21,645 0.19% Shares
XTX Topco Ltd $226,109 21,331 0.19% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $212,011 20,001 0.18% Shares
NOMURA HOLDINGS INC $212,000 20,000 0.18% Shares
CARDIFF PARK ADVISORS, LLC $210,760 19,883 0.18% Shares
Fortitude Advisory Group L.L.C. $210,713 19,879 0.18% Shares
H D Vest Advisory Services $202,350 16,696 0.17% Shares
ROYAL BANK OF CANADA $201,000 18,963 0.17% Shares
NATIONAL BANK OF CANADA /FI/ $191,683 18,169 0.16% Shares
Beacon Pointe Advisors, LLC $183,685 17,329 0.16% Shares
Private Advisor Group, LLC $183,221 17,285 0.16% Shares
Prospera Financial Services Inc $174,398 16,450 0.15% Shares
Concurrent Investment Advisors, LLC $162,665 15,346 0.14% Shares
Fund Advisors of America Inc/FL $161,574 15,243 0.14% Shares
Orion Portfolio Solutions, LLC $156,019 12,189 0.13% Shares
Sigma Planning Corp $153,074 14,441 0.13% Shares
HighTower Advisors, LLC $152,396 14,377 0.13% Shares
NewEdge Advisors, LLC $152,372 14,375 0.13% Shares
Focus Partners Wealth $150,897 14,235 0.13% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $145,295 13,668 0.12% Shares
MML INVESTORS SERVICES, LLC $142,112 13,407 0.12% Shares
FIFTH THIRD BANCORP $135,373 12,771 0.11% Shares
COMERICA BANK $132,530 11,897 0.11% Shares
SYNOVUS FINANCIAL CORP $122,431 10,702 0.10% Shares
Oxbow Advisors, LLC $121,900 11,500 0.10% Shares
Aviance Capital Partners, LLC $115,932 10,937 0.10% Shares
Pinnacle Financial Partners, Inc. $113,441 10,702 0.10% Shares
Sanctuary Advisors, LLC $113,078 10,668 0.10% Shares
MELFA WEALTH MANAGEMENT, INC. $108,904 10,274 0.09% Shares
Sandy Cove Advisors, LLC $106,000 10,000 0.09% Shares
MONTAG A & ASSOCIATES INC $52,248 4,929 0.04% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $22,249 2,099 0.02% Shares
Steward Partners Investment Advisory, LLC $19,059 1,798 0.02% Shares
Salomon & Ludwin, LLC $16,896 1,600 0.01% Shares
US BANCORP \DE\ $15,900 1,500 0.01% Shares
CoreCap Advisors, LLC $14,840 1,400 0.01% Shares
BARRETT & COMPANY, INC. $13,780 1,300 0.01% Shares
BNP PARIBAS FINANCIAL MARKETS $12,572 1,186 0.01% Shares
Farther Finance Advisors, LLC $10,229 965 0.01% Shares
LANARK FINANCIAL, INC. $3,975 375 0.00% Shares
COHEN & STEERS, INC. $3,741 352,902 0.00% Shares
SIT INVESTMENT ASSOCIATES INC $2,542 239,791 0.00% Shares
Tower Research Capital LLC (TRC) $2,502 236 0.00% Shares
HARBOUR INVESTMENTS, INC. $2,459 232 0.00% Shares
Rockefeller Capital Management L.P. $2,385 225 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,120 200 0.00% Shares
PARK AVENUE SECURITIES LLC $1,069 100,827 0.00% Shares
Larson Financial Group LLC $995 94 0.00% Shares
ASSETMARK, INC $678 64 0.00% Shares
Cambridge Investment Research Advisors, Inc. $490 46,251 0.00% Shares
HRT FINANCIAL LP $132 12,521 0.00% Shares
WHITTIER TRUST CO OF NEVADA INC $127 12 0.00% Shares
HUNTINGTON NATIONAL BANK $11 1 0.00% Shares
JPMORGAN CHASE & CO $5 0 0.00% Shares