Who owns EES (EES)
Which tracked institutional funds hold EES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EES company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
16 tracked funds added or opened EES while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EES’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EES more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 161 tracked filers holding EES, 70 increased or opened the position and 64 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EES between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Avidian Wealth Enterprises, LLC$981K
- CIBC Bancorp USA Inc.$623K
- CITADEL ADVISORS LLC$606K
Full exits 4
- Global Retirement Partners, LLC$1M
- Concurrent Investment Advisors, LLC$1M
- CIBC Private Wealth Group LLC$611K
- Roble, Belko & Company, Inc$512K
Largest adds
- Mariner, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- RAYMOND JAMES FINANCIAL INC$2M
- ROYAL BANK OF CANADA$2M
- LPL Financial LLC$1M
- MORGAN STANLEY$940K
Largest trims
- Shore Point Advisors, LLC$10M
- Insight Advisors, LLC/ PA$3M
- Linscomb Wealth, Inc.$993K
- Forefront Analytics, LLC$533K
- BANK OF AMERICA CORP /DE/$512K
- JANE STREET GROUP, LLC$511K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 735,205 | $43M | 10.6% | 2026-Q1 |
| UBS Group AG trimmed | 715,763 | $42M | 10.3% | 2026-Q1 |
| LPL Financial LLC added | 594,789 | $35M | 8.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 526,995 | $31M | 7.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 452,810 | $26M | 6.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 361,609 | $21M | 5.2% | 2026-Q1 |
| Key Financial Inc added | 288,039 | $17M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 204,225 | $12M | 2.9% | 2026-Q1 |
| Savant Capital, LLC trimmed | 173,284 | $10M | 2.5% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 156,634 | $9M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 145,477 | $8M | 2.1% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 138,348 | $8M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 129,174 | $7M | 1.9% | 2026-Q1 |
| Mariner, LLC added | 124,150 | $7M | 1.8% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 114,870 | $7M | 1.7% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 94,730 | $5M | 1.4% | 2026-Q1 |
| Shore Point Advisors, LLC trimmed | 94,288 | $5M | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 79,828 | $5M | 1.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 78,904 | $5M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 78,495 | $5M | 1.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 75,635 | $4M | 1.1% | 2026-Q1 |
| CULBERTSON A N & CO INC trimmed | 61,709 | $4M | 0.9% | 2026-Q1 |
| NewSquare Capital LLC added | 56,017 | $3M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 48,798 | $3M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,148 | $3M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 46,878 | $3M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 45,999 | $3M | 0.7% | 2026-Q1 |
| Atria Investments, Inc trimmed | 44,195 | $3M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 41,422 | $2M | 0.6% | 2026-Q1 |
| &PARTNERS added | 34,578 | $2M | 0.5% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 28,163 | $2M | 0.4% | 2026-Q1 |
| Creative Planning added | 26,080 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 24,264 | $1M | 0.4% | 2026-Q1 |
| OPTIMA CAPITAL LLC added | 24,245 | $1M | 0.4% | 2026-Q1 |
| Claris Financial LLC trimmed | 24,219 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 22,328 | $1M | 0.3% | 2026-Q1 |
| New Perspectives, Inc trimmed | 20,913 | $1M | 0.3% | 2026-Q1 |
| NBC SECURITIES, INC. added | 20,897 | $1M | 0.3% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 19,183 | $1M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 18,500 | $1M | 0.3% | 2026-Q1 |
| MOLLER WEALTH PARTNERS | 18,397 | $1M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 18,041 | $1M | 0.3% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC new | 16,896 | $981K | 0.2% | 2026-Q1 |
| CWM, LLC added | 15,507 | $900K | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 15,186 | $882K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 15,051 | $874K | 0.2% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 14,796 | $859K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 14,578 | $846K | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 13,974 | $811K | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 13,374 | $776K | 0.2% | 2026-Q1 |
| Oxler Private Wealth LLC trimmed | 11,388 | $661K | 0.2% | 2026-Q1 |
| MEANS INVESTMENT CO., INC. added | 10,915 | $634K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 10,825 | $628K | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 10,740 | $623K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,446 | $606K | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 10,211 | $593K | 0.1% | 2026-Q1 |
| Columbia River Financial Group, LLC added | 9,571 | $555K | 0.1% | 2026-Q1 |
| S.A. Mason LLC | 9,450 | $549K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 8,498 | $493K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 8,461 | $491K | 0.1% | 2026-Q1 |
| Forefront Analytics, LLC trimmed | 8,232 | $478K | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 8,116 | $471K | 0.1% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 8,106 | $471K | 0.1% | 2026-Q1 |
| Nemes Rush Group LLC trimmed | 7,743 | $449K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC | 7,728 | $449K | 0.1% | 2026-Q1 |
| Essential Planning, LLC. | 7,538 | $438K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC | 7,321 | $425K | 0.1% | 2026-Q1 |
| Claro Advisors Inc. added | 7,054 | $409K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 6,271 | $394K | 0.1% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 6,749 | $392K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 6,720 | $390K | 0.1% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 6,652 | $386K | 0.1% | 2026-Q1 |
| FMR LLC added | 6,530 | $379K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 6,528 | $379K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 6,419 | $373K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 6,213 | $361K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 6,146 | $357K | 0.1% | 2026-Q1 |
| PSI Advisors, LLC | 5,893 | $342K | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 5,811 | $337K | 0.1% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 5,641 | $327K | 0.1% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 4,870 | $312K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 5,339 | $310K | 0.1% | 2026-Q1 |
| Kathleen S. Wright Associates Inc. trimmed | 134,121 | $7M | 1.9% | 2025-Q3 stale |
| INVENIO WEALTH PARTNERS LLC added | 112,610 | $5M | 1.4% | 2025-Q1 stale |
| Defined Financial Planning LLC added | 51,262 | $3M | 0.7% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 48,331 | $2M | 0.6% | 2025-Q2 stale |
| HERBST GROUP, LLC trimmed | 29,806 | $2M | 0.4% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 22,397 | $1M | 0.3% | 2025-Q4 stale |
| Concurrent Investment Advisors, LLC added | 18,469 | $1M | 0.3% | 2025-Q4 stale |
| Forefront Wealth Partners, LLC new | 17,832 | $996K | 0.2% | 2025-Q3 stale |
| Beacon Pointe Advisors, LLC | 20,222 | $988K | 0.2% | 2025-Q1 stale |
| Tyler-Stone Wealth Management added | 18,197 | $927K | 0.2% | 2025-Q2 stale |
| Prospera Financial Services Inc trimmed | 15,278 | $854K | 0.2% | 2025-Q3 stale |
| HighTower Advisors, LLC trimmed | 14,144 | $691K | 0.2% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC | 10,740 | $611K | 0.2% | 2025-Q4 stale |
| Roble, Belko & Company, Inc new | 9,000 | $512K | 0.1% | 2025-Q4 stale |
| Empowered Funds, LLC trimmed | 6,722 | $383K | 0.1% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 6,666 | $380K | 0.1% | 2025-Q4 stale |
| Parkside Financial Bank & Trust | 6,993 | $342K | 0.1% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,668 | $323K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.