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CUSIP: 27828U106 | US | Financial Services · Asset Management | Small Cap | 237 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Flagship Harbor Advisors, LLC149,257
0.2% of portfolio›$4.5M
Advisory Solutions Group, LLC127,461
0.8% of portfolio›$3.9M
Wolverine Asset Management LLC104,352
0.0% of portfolio›$3.2M
Shaker Financial Services, LLC73,567
0.7% of portfolio›$2.2M
Hennion & Walsh Asset Management, Inc.58,317
0.1% of portfolio›$1.8M
Formidable Asset Management, LLC46,359
0.2% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC45,735
0.0% of portfolio›$1.4M
City of London Investment Management Co LTD28,103
0.1% of portfolio›$851.8K
Creative Planning26,843
0.0% of portfolio›$813.6K
Cambridge Investment Research Advisors, Inc.22,826
0.0% of portfolio›$692.0K
Commonwealth Equity Services, LLC19,913
0.0% of portfolio›$603.6K
Truist Financial Corp18,460
0.0% of portfolio›$559.5K
Blue Bell Private Wealth Management, LLC16,661
0.1% of portfolio›$505.0K
Joel Isaacson & Co., LLC13,982
0.0% of portfolio›$423.8K
Calamos Advisors LLC12,565
0.0% of portfolio›$380.8K
Allspring Global Investments Holdings, LLC9,015
0.0% of portfolio›$273.2K
PMG Family Office LLC8,237
0.2% of portfolio›$249.7K
Sowell Financial Services LLC7,458
0.0% of portfolio›$226.1K
Lanark Financial, Inc.6,070
0.0% of portfolio›$184.0K
Fifth Third Bancorp5,206
0.0% of portfolio›$157.8K
Parallel Advisors, LLC4,769
0.0% of portfolio›$144.5K
Spire Wealth Management2,224
0.0% of portfolio›$67.4K
Holos Integrated Wealth LLC1,385
0.0% of portfolio›$41.8K
Farther Finance Advisors, LLC385
0.0% of portfolio›$11.7K
JFS Wealth Advisors, LLC46
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Flagship Harbor Advisors, LLC
149,257$4.5M0.2%ETFMediumBoston, MA2026-10-26
Advisory Solutions Group, LLC
127,461$3.9M0.8%ETFN/APlymouth, MN2026-10-14
Wolverine Asset Management LLC
104,352$3.2M0.0%Deep ValueVery HighChicago, IL2026-11-02
Shaker Financial Services, LLC
73,567$2.2M0.7%YieldHighArlington, VA2026-10-14
Hennion & Walsh Asset Management, Inc.
58,317$1.8M0.1%ValueMediumParsippany, NJ2026-10-13
Formidable Asset Management, LLC
46,359$1.4M0.2%CoreLowCincinnati, OH2026-11-03
Wealth Enhancement Advisory Services, LLC
45,735$1.4M0.0%CoreLowPlymouth, MN2026-10-13
City of London Investment Management Co LTD
28,103$851.8K0.1%YieldMediumLondon, United Kingdom2026-10-30
Creative Planning
26,843$813.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
22,826$692.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
19,913$603.6K0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
18,460$559.5K0.0%CoreLowCharlotte, NC2026-10-30
Blue Bell Private Wealth Management, LLC
16,661$505.0K0.1%YieldVery LowBlue Bell, PA2026-10-29
Joel Isaacson & Co., LLC
13,982$423.8K0.0%ETFVery LowNew York, NY2026-11-05
Calamos Advisors LLC
12,565$380.8K0.0%GrowthMediumNaperville, IL2026-11-02
Allspring Global Investments Holdings, LLC
9,015$273.2K0.0%CoreMediumCharlotte, NC2026-11-04
PMG Family Office LLC
8,237$249.7K0.2%YieldVery LowPlano, TX2026-10-19
Sowell Financial Services LLC
7,458$226.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Lanark Financial, Inc.
6,070$184.0K0.0%CoreMediumBirmingham, AL2026-10-26
Fifth Third Bancorp
5,206$157.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Parallel Advisors, LLC
4,769$144.5K0.0%IndexLowSan Francisco, CA2026-11-03
Spire Wealth Management
2,224$67.4K0.0%GrowthMediumMclean, VA2026-10-30
Holos Integrated Wealth LLC
1,385$41.8K0.0%ETFLowKennett Square, PA2026-10-23
Farther Finance Advisors, LLC
385$11.7K0.0%IndexLowSan Francisco, CA2026-10-08
JFS Wealth Advisors, LLC
46$1.4K0.0%ETFVery LowHermitage, PA2026-11-03