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-Q1 13F filings (latest filed 2026-05-26). 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 ENFR is one-sided between 2025-Q4 and 2026-Q1: 46 added or opened and 8 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
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 2025-Q4 and 2026-Q1, across 116 tracked filers holding ENFR, 70 increased or opened the position and 43 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 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 11
- Private Wealth Advisors, LLC$4M
- KPP Advisory Services LLC$2M
- ALPS ADVISORS INC$2M
- TCFG Investment Advisors, LLC$1M
- IHT Wealth Management, LLC$898K
- Atria Investments, Inc$849K
Full exits 6
- MILLER HOWARD INVESTMENTS INC /NY$7M
- WT Wealth Management$6M
- CITADEL ADVISORS LLC$2M
- Capital Advisory Group Advisory Services, LLC$1M
- NewEdge Advisors, LLC$899K
- CIBC Private Wealth Group LLC$583K
Largest adds
- MORGAN STANLEY$11M
- RAYMOND JAMES FINANCIAL INC$5M
- LPL Financial LLC$4M
- JANE STREET GROUP, LLC$4M
- Gross & Hartman Investments LLC$4M
- Safe Harbor Family Capital, LLC$3M
Largest trims
- GUIDANCE CAPITAL, INC$810K
- Greenline Partners, LLC$672K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 562,151 | $21M | 8.3% | 2026-Q1 |
| MORGAN STANLEY added | 537,784 | $21M | 8.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 383,453 | $15M | 5.7% | 2026-Q1 |
| LPL Financial LLC added | 364,318 | $14M | 5.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 243,189 | $9M | 3.6% | 2026-Q1 |
| Gross & Hartman Investments LLC added | 241,518 | $9M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 232,368 | $9M | 3.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 212,302 | $8M | 3.1% | 2026-Q1 |
| Mariner, LLC trimmed | 184,979 | $7M | 2.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 169,924 | $6M | 2.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 160,728 | $6M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 149,592 | $6M | 2.2% | 2026-Q1 |
| Safe Harbor Family Capital, LLC added | 148,963 | $6M | 2.2% | 2026-Q1 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 115,229 | $4M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 104,651 | $4M | 1.6% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 99,013 | $4M | 1.5% | 2026-Q1 |
| Private Wealth Advisors, LLC new | 92,645 | $4M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 89,896 | $3M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 84,964 | $3M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 84,761 | $3M | 1.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 77,958 | $3M | 1.2% | 2026-Q1 |
| UBS Group AG added | 75,895 | $3M | 1.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 69,628 | $3M | 1.0% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC trimmed | 69,169 | $3M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 64,730 | $2M | 1.0% | 2026-Q1 |
| KPP Advisory Services LLC new | 63,287 | $2M | 0.9% | 2026-Q1 |
| KRAEMATON INVESTMENT ADVISORS, INC added | 61,939 | $2M | 0.9% | 2026-Q1 |
| Tenzing Financial LLC added | 56,322 | $2M | 0.8% | 2026-Q1 |
| TFO Wealth Partners, LLC | 51,121 | $2M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 49,355 | $2M | 0.7% | 2026-Q1 |
| XML Financial, LLC trimmed | 48,146 | $2M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 48,111 | $2M | 0.7% | 2026-Q1 |
| ALPS ADVISORS INC new | 40,290 | $2M | 0.6% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC added | 38,283 | $1M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 36,662 | $1M | 0.5% | 2026-Q1 |
| Gilliland Jeter Wealth Management LLC trimmed | 36,280 | $1M | 0.5% | 2026-Q1 |
| Dakota Wealth Management added | 33,728 | $1M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 33,479 | $1M | 0.5% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 32,908 | $1M | 0.5% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 32,908 | $1M | 0.5% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | 28,654 | $1M | 0.4% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 24,855 | $950K | 0.4% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 25,643 | $949K | 0.4% | 2026-Q1 |
| CHOREO, LLC added | 24,807 | $948K | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC new | 23,497 | $898K | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 23,378 | $893K | 0.3% | 2026-Q1 |
| Windsor Advisory Group, LLC trimmed | 23,000 | $879K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 22,763 | $870K | 0.3% | 2026-Q1 |
| Atria Investments, Inc new | 22,210 | $849K | 0.3% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 21,435 | $819K | 0.3% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 20,003 | $764K | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 19,505 | $745K | 0.3% | 2026-Q1 |
| Greenline Partners, LLC trimmed | 18,522 | $708K | 0.3% | 2026-Q1 |
| Fielder Capital Group LLC trimmed | 16,313 | $623K | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 15,384 | $588K | 0.2% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 15,016 | $574K | 0.2% | 2026-Q1 |
| CWM, LLC added | 14,938 | $571K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 14,822 | $566K | 0.2% | 2026-Q1 |
| Envision Financial Transparency, LLC new | 14,400 | $550K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 13,828 | $528K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 13,445 | $514K | 0.2% | 2026-Q1 |
| Aspire Capital Advisors LLC new | 13,093 | $500K | 0.2% | 2026-Q1 |
| Mills Wealth Advisors LLC new | 12,239 | $468K | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 12,022 | $459K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 11,623 | $444K | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC | 11,192 | $428K | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC | 10,991 | $420K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,764 | $411K | 0.2% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 10,690 | $408K | 0.2% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc trimmed | 10,501 | $401K | 0.2% | 2026-Q1 |
| 10Elms LLP added | 10,378 | $397K | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC new | 10,141 | $387K | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 10,102 | $386K | 0.1% | 2026-Q1 |
| Brookstone Capital Management new | 9,933 | $380K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,668 | $331K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 8,639 | $330K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 8,576 | $328K | 0.1% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY trimmed | 217,385 | $7M | 2.7% | 2025-Q4 stale |
| WT Wealth Management added | 199,315 | $6M | 2.4% | 2025-Q4 stale |
| FISCHER INVESTMENT STRATEGIES, LLC added | 122,425 | $4M | 1.5% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 101,088 | $3M | 1.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 50,007 | $2M | 0.6% | 2025-Q4 stale |
| Capital Advisory Group Advisory Services, LLC added | 43,788 | $1M | 0.5% | 2025-Q4 stale |
| World Investment Advisors added | 35,422 | $1M | 0.5% | 2025-Q1 stale |
| Fulcrum Equity Management trimmed | 33,442 | $1M | 0.4% | 2025-Q2 stale |
| Orion Porfolio Solutions, LLC trimmed | 30,875 | $1M | 0.4% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 28,577 | $899K | 0.3% | 2025-Q4 stale |
| Northeast Financial Consultants Inc new | 23,404 | $755K | 0.3% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. added | 20,716 | $671K | 0.3% | 2025-Q3 stale |
| Fifth Third Securities, Inc. added | 18,821 | $617K | 0.2% | 2025-Q1 stale |
| CIBC Private Wealth Group LLC | 18,524 | $583K | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,000 | $580K | 0.2% | 2025-Q2 stale |
| Lindenwold Advisors, INC new | 16,803 | $545K | 0.2% | 2025-Q3 stale |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 14,731 | $477K | 0.2% | 2025-Q3 stale |
| Per Stirling Capital Management, LLC. added | 13,483 | $435K | 0.2% | 2025-Q2 stale |
| COMERICA BANK added | 12,653 | $398K | 0.2% | 2025-Q4 stale |
| Quantum Portfolio Management LLC new | 11,825 | $381K | 0.1% | 2025-Q2 stale |
| Virtu Financial LLC added | 11,086 | $349K | 0.1% | 2025-Q4 stale |
| Aveo Capital Partners, LLC added | 10,702 | $334K | 0.1% | 2025-Q1 stale |
| GTS SECURITIES LLC trimmed | 10,263 | $333K | 0.1% | 2025-Q3 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.