Who owns ENFR
Which tracked institutional funds hold ENFR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ENFR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
19 tracked funds added or opened ENFR while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ENFR’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 ENFR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ENFR 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 124 tracked filers holding ENFR, 78 increased or opened the position and 46 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 ENFR 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 4
- NewEdge Advisors, LLC$1M
- GTS SECURITIES LLC$947K
- CITADEL ADVISORS LLC$938K
- PUFF WEALTH MANAGEMENT, LLC$505K
Full exits 8
- JANE STREET GROUP, LLC$6M
- U.S. Capital Wealth Advisors, LLC$3M
- KPP Advisory Services LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- ALPS ADVISORS INC$2M
- TCFG WEALTH MANAGEMENT, LLC$1M
Largest adds
- Gross & Hartman Investments LLC$4M
- Safe Harbor Family Capital, LLC$4M
- Aspire Capital Advisors LLC$4M
- Arax Advisory Partners$3M
- Mills Wealth Advisors LLC$1M
- LPL Financial LLC$914K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- BANK OF AMERICA CORP /DE/$2M
- MORGAN STANLEY$1M
- INDEPENDENT FINANCIAL GROUP, LLC$717K
- Corient Private Wealth LP$512K
- GOLDMAN SACHS GROUP INC$370K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 584,387 | $22M | 9.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 500,813 | $19M | 8.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 389,675 | $15M | 6.4% | 2026-Q2 |
| LPL Financial LLC added | 389,363 | $15M | 6.4% | 2026-Q2 |
| Gross & Hartman Investments LLC added | 356,235 | $14M | 5.9% | 2026-Q2 |
| Safe Harbor Family Capital, LLC added | 252,052 | $10M | 4.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 249,802 | $10M | 4.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 203,211 | $8M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 190,492 | $7M | 3.1% | 2026-Q2 |
| Mariner, LLC added | 185,174 | $7M | 3.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 151,816 | $6M | 2.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 142,363 | $5M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 115,428 | $4M | 1.9% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 107,865 | $4M | 1.8% | 2026-Q2 |
| Private Wealth Advisors, LLC added | 100,117 | $4M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 97,898 | $4M | 1.6% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 97,339 | $4M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 96,419 | $4M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 87,894 | $3M | 1.4% | 2026-Q2 |
| UBS Group AG added | 76,305 | $3M | 1.3% | 2026-Q2 |
| Arax Advisory Partners added | 70,212 | $3M | 1.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 68,131 | $3M | 1.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 64,735 | $2M | 1.1% | 2026-Q2 |
| KRAEMATON INVESTMENT ADVISORS, INC added | 62,444 | $2M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 61,311 | $2M | 1.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 56,064 | $2M | 0.9% | 2026-Q2 |
| Tenzing Financial LLC trimmed | 53,034 | $2M | 0.9% | 2026-Q2 |
| TFO Wealth Partners, LLC | 51,121 | $2M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 49,690 | $2M | 0.8% | 2026-Q2 |
| XML Financial, LLC trimmed | 47,146 | $2M | 0.8% | 2026-Q2 |
| TCFG Investment Advisors, LLC added | 43,333 | $2M | 0.7% | 2026-Q2 |
| Mills Wealth Advisors LLC added | 42,428 | $2M | 0.7% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC added | 38,643 | $1M | 0.6% | 2026-Q2 |
| Gilliland Jeter Wealth Management LLC trimmed | 34,931 | $1M | 0.6% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 34,180 | $1M | 0.6% | 2026-Q2 |
| Greenline Partners, LLC added | 32,408 | $1M | 0.5% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 28,994 | $1M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 27,652 | $1M | 0.5% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 26,992 | $1M | 0.4% | 2026-Q2 |
| Wealthfront Advisers LLC added | 25,259 | $962K | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC added | 25,230 | $961K | 0.4% | 2026-Q2 |
| Dakota Wealth Management trimmed | 25,214 | $961K | 0.4% | 2026-Q2 |
| GTS SECURITIES LLC added | 24,854 | $947K | 0.4% | 2026-Q2 |
| CHOREO, LLC added | 24,829 | $946K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 24,617 | $938K | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 24,080 | $917K | 0.4% | 2026-Q2 |
| Windsor Advisory Group, LLC | 23,000 | $876K | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 19,629 | $748K | 0.3% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 19,573 | $746K | 0.3% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 19,269 | $734K | 0.3% | 2026-Q2 |
| 10Elms LLP added | 16,742 | $638K | 0.3% | 2026-Q2 |
| Fielder Capital Group LLC | 16,313 | $622K | 0.3% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 15,572 | $593K | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 15,384 | $586K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 14,722 | $561K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,507 | $553K | 0.2% | 2026-Q2 |
| Envision Financial Transparency, LLC | 14,400 | $549K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 14,368 | $547K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 13,737 | $523K | 0.2% | 2026-Q2 |
| PUFF WEALTH MANAGEMENT, LLC new | 13,254 | $505K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 13,105 | $499K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. new | 12,850 | $490K | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC new | 12,125 | $462K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC | 11,192 | $426K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,117 | $424K | 0.2% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 10,660 | $406K | 0.2% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 10,482 | $399K | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC added | 10,240 | $390K | 0.2% | 2026-Q2 |
| MAI Capital Management added | 10,133 | $386K | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 9,933 | $378K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,776 | $372K | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 9,345 | $363K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,913 | $340K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC | 8,576 | $327K | 0.1% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 8,542 | $325K | 0.1% | 2026-Q2 |
| Artesa Financial Group, LLC new | 8,485 | $323K | 0.1% | 2026-Q2 |
| Bulwark Capital Corp trimmed | 8,255 | $315K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 8,197 | $312K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,060 | $307K | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC new | 7,316 | $279K | 0.1% | 2026-Q2 |
| Keystone Financial Group, Inc. trimmed | 6,883 | $262K | 0.1% | 2026-Q2 |
| Keudell/Morrison Wealth Management trimmed | 6,750 | $257K | 0.1% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 6,640 | $253K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 6,631 | $253K | 0.1% | 2026-Q2 |
| LVW Advisors, LLC new | 6,235 | $238K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 5,985 | $228K | 0.1% | 2026-Q2 |
| Norris Financial Group, LLC new | 5,525 | $211K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,376 | $205K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 5,293 | $202K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 4,828 | $184K | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 3,800 | $145K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,588 | $137K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO | 3,272 | $126K | 0.1% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC | 3,214 | $122K | 0.1% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC | 3,130 | $119K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,005 | $114K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,993 | $114K | 0.0% | 2026-Q2 |
| Quantum Portfolio Management LLC trimmed | 2,804 | $107K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 2,613 | $100K | 0.0% | 2026-Q2 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 0 | $4M | 1.8% | 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.