AI Holders Summary · Q2 2026

87 institutions reported ERTH in Q2 2026. UBS Group AG leads at 16.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

UBS Group AG

CIK 0001610520

$4M92K0.00%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M71K0.00%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$3M66K0.00%Q2 2026 04

Money Design Co.,Ltd.

CIK 0001721608

$3M61K0.12%Q2 2025 05

STIFEL FINANCIAL CORP

CIK 0000720672

$1M30K0.00%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$1M28K0.00%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$1M28K0.00%Q2 2026 08

ALTFEST L J & CO INC

CIK 0000712050

$1M23K0.11%Q2 2026 09

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1M23K0.00%Q1 2026 10

FRANKLIN RESOURCES INC

CIK 0000038777

$1M22K0.00%Q2 2026 11

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$722K15K0.02%Q1 2026 12

Perigon Wealth Management, LLC

CIK 0001575239

$705K15K0.01%Q2 2026 13

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$595K13K0.00%Q2 2026 14

US BANCORP \DE\

CIK 0000036104

$563K12K0.00%Q2 2026 15

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$532K11K0.00%Q2 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$444K9K0.00%Q2 2026 17

National Philanthropic Trust

CIK 0001785342

$419K9K0.01%Q2 2026 18

Cerity Partners LLC

CIK 0001566475

$391K8K0.00%Q2 2026 19

NATURAL INVESTMENTS, LLC

CIK 0001800245

$386K8K0.10%Q1 2026 20

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$381K8K0.00%Q2 2026

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