Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on EES is one-sided between 2026-Q1 and 2026-Q2: 30 added or opened and 10 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 161 tracked filers holding EES, 62 increased or opened the position and 79 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 2026-Q1 and 2026-Q2 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 1
- Global Retirement Partners, LLC$1M
Full exits 4
- Cambridge Investment Research Advisors, Inc.$1M
- Claris Financial LLC$1M
- CWM, LLC$900K
- Columbia River Financial Group, LLC$555K
Largest adds
- Savant Capital, LLC$11M
- MORGAN STANLEY$8M
- UBS Group AG$6M
- LPL Financial LLC$6M
- AMERIPRISE FINANCIAL INC$4M
- Key Financial Inc$3M
Largest trims
- Amplius Wealth Advisors, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Private Advisor Group, LLC$1M
- Merit Financial Group, LLC$1M
- Atria Investments, Inc$728K
- TWO SIGMA INVESTMENTS, LP$362K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 743,249 | $50M | 11.6% | 2026-Q2 |
| UBS Group AG trimmed | 705,777 | $48M | 11.0% | 2026-Q2 |
| LPL Financial LLC added | 595,597 | $40M | 9.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 492,642 | $33M | 7.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 445,820 | $30M | 6.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 346,942 | $24M | 5.4% | 2026-Q2 |
| Savant Capital, LLC added | 340,257 | $21M | 4.9% | 2026-Q2 |
| Key Financial Inc added | 293,975 | $20M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 147,585 | $10M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 144,722 | $10M | 2.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 138,763 | $9M | 2.2% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 132,932 | $9M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 132,675 | $9M | 2.1% | 2026-Q2 |
| Mariner, LLC trimmed | 107,319 | $7M | 1.7% | 2026-Q2 |
| Shore Point Advisors, LLC trimmed | 93,890 | $6M | 1.5% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 93,282 | $6M | 1.5% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 78,844 | $5M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 76,582 | $5M | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 74,292 | $5M | 1.2% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 65,656 | $4M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 65,232 | $4M | 1.0% | 2026-Q2 |
| CULBERTSON A N & CO INC trimmed | 61,043 | $4M | 1.0% | 2026-Q2 |
| NewSquare Capital LLC added | 57,355 | $4M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 50,093 | $3M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 49,359 | $3M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 47,989 | $3M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 47,249 | $3M | 0.7% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 44,590 | $3M | 0.7% | 2026-Q2 |
| &PARTNERS added | 39,324 | $3M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 32,589 | $2M | 0.5% | 2026-Q2 |
| Smartleaf Asset Management LLC | 28,163 | $2M | 0.4% | 2026-Q2 |
| Atria Investments, Inc trimmed | 27,111 | $2M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 25,857 | $2M | 0.4% | 2026-Q2 |
| OPTIMA CAPITAL LLC added | 24,255 | $2M | 0.4% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 21,887 | $1M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,831 | $1M | 0.3% | 2026-Q2 |
| New Perspectives, Inc trimmed | 20,533 | $1M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 20,207 | $1M | 0.3% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC trimmed | 19,178 | $1M | 0.3% | 2026-Q2 |
| MOLLER WEALTH PARTNERS | 18,397 | $1M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 17,892 | $1M | 0.3% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 16,897 | $1M | 0.3% | 2026-Q2 |
| Three Bearings Fiduciary Advisors, Inc. trimmed | 16,774 | $1M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 16,761 | $1M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 15,186 | $1M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 15,029 | $1M | 0.2% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 14,536 | $985K | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 13,864 | $940K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 12,575 | $852K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,489 | $847K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 11,463 | $777K | 0.2% | 2026-Q2 |
| Oxler Private Wealth LLC trimmed | 10,825 | $734K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 10,819 | $733K | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 10,740 | $728K | 0.2% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. trimmed | 10,572 | $717K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 10,500 | $712K | 0.2% | 2026-Q2 |
| S.A. Mason LLC | 9,450 | $641K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 9,421 | $639K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 8,550 | $580K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ | 8,461 | $574K | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 8,119 | $550K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,997 | $542K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 7,963 | $540K | 0.1% | 2026-Q2 |
| Nemes Rush Group LLC trimmed | 7,687 | $521K | 0.1% | 2026-Q2 |
| Essential Planning, LLC. added | 7,540 | $511K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 7,487 | $502K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. added | 7,066 | $479K | 0.1% | 2026-Q2 |
| Forefront Analytics, LLC trimmed | 7,020 | $476K | 0.1% | 2026-Q2 |
| Freedom Investment Management, Inc. added | 7,009 | $475K | 0.1% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 6,728 | $456K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 6,475 | $439K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 6,447 | $437K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 6,419 | $435K | 0.1% | 2026-Q2 |
| Dala Group, LLC trimmed | 6,255 | $424K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 6,215 | $421K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 6,121 | $415K | 0.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. | 5,811 | $394K | 0.1% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 5,743 | $389K | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC added | 5,681 | $385K | 0.1% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 5,273 | $357K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 5,200 | $353K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 5,069 | $344K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 4,946 | $335K | 0.1% | 2026-Q2 |
| Laurel Wealth Advisors LLC trimmed | 4,820 | $327K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 4,807 | $324K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,786 | $324K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 4,768 | $323K | 0.1% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC trimmed | 4,671 | $317K | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 4,604 | $312K | 0.1% | 2026-Q2 |
| CAPITAL MANAGEMENT CORP /VA trimmed | 4,556 | $309K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 4,319 | $293K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 4,290 | $291K | 0.1% | 2026-Q2 |
| Essex Bank | 4,200 | $285K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 3,945 | $267K | 0.1% | 2026-Q2 |
| Graves Light Lenhart Wealth, Inc. | 3,900 | $264K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,859 | $262K | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc | 3,835 | $260K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 3,807 | $258K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 3,760 | $255K | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 3,755 | $255K | 0.1% | 2026-Q2 |
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.