AI Holders Summary · Q2 2026

28 institutions reported ERH in Q2 2026. MORGAN STANLEY leads at 32.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$5M439K0.00%Q2 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$4M314K0.33%Q2 2026 03

COHEN & STEERS, INC.

CIK 0001284812

$2M133K0.00%Q1 2026 04

Zimmer Partners, LP

CIK 0001565854

$2M129K0.04%Q4 2025 05

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$1M91K0.14%Q2 2026 06

Shaker Financial Services, LLC

CIK 0001511794

$550K45K0.17%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$477K39K0.00%Q2 2026 08

Cetera Investment Advisers

CIK 0001666741

$352K29K0.00%Q2 2026 09

LEVEL FOUR ADVISORY SERVICES, LLC

CIK 0001696715

$337K28K0.01%Q2 2026 10

Integrated Wealth Concepts LLC

CIK 0001737109

$275K23K0.00%Q2 2026 11

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$248K22K0.00%Q2 2025 12

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$172K14K0.00%Q1 2026 13

STIFEL FINANCIAL CORP

CIK 0000720672

$164K14K0.00%Q2 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$142K12K0.00%Q2 2026 15

DECISION INVESTMENTS, INC

CIK 0002111652

$134K11K0.12%Q2 2026 16

UBS Group AG

CIK 0001610520

$133K11K0.00%Q2 2026 17

Golden State Equity Partners

CIK 0001845003

$118K10K0.01%Q1 2026 18

CITY HOLDING CO

CIK 0000726854

$50K4K0.01%Q2 2026 19

Rockefeller Capital Management L.P.

CIK 0001739439

$49K4K0.00%Q2 2026 20

CoreCap Advisors, LLC

CIK 0001902501

$40K3K0.00%Q2 2026

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