Allspring Utilities and High (ERH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Blue Bell Private Wealth Management, LLC

DECREASED

Shares89,324 from 90,729

Change-1,405 (-2%)

Value$925.4K (-$171.5K)

Filed 2026-10-29

Shaker Financial Services, LLC

INCREASED

Shares66,161 from 45,205

Change+20,956 (+46%)

Value$690.9K (+$140.4K)

Filed 2026-10-14

LPL Financial LLC

INCREASED

Shares39,843 from 39,469

Change+374 (+1%)

Value$412.8K (-$64.4K)

Filed 2026-11-06

Level Four Advisory Services, LLC

DECREASED

Shares27,363 from 27,860

Change-497 (-2%)

Value$283.5K (-$53.3K)

Filed 2026-11-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares18,449 from 18,389

Change+60 (+0%)

Value$191 (-$221.8K)

Filed 2026-11-02

Decision Investments, Inc

INCREASED

Shares15,190 from 11,050

Change+4,140 (+37%)

Value$157.4K (+$23.8K)

Filed 2026-10-07

Ascentis Independent Advisors

NEW

Shares8,033

Change+8,033

Value$83.2K

Filed 2026-11-03

CoreCap Advisors, LLC

INCREASED

Shares4,590 from 3,290

Change+1,300 (+40%)

Value$47.6K (+$7.8K)

Filed 2026-10-08

City Holding Co

UNCHANGED

Shares4,117 from 4,117

Change0 (0%)

Value$42.7K (-$7.1K)

Filed 2026-10-19

Assetmark, Inc

NEW

Shares1,067

Change+1,067

Value$11.1K

Filed 2026-10-21

TD Waterhouse Canada Inc.

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$5.1K (-$870)

Filed 2026-10-16

FNY Investment Advisers, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$4 ($0)

Filed 2026-10-16

Highline Wealth Partners LLC

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$2.6K (-$433)

Filed 2026-10-19

Buck Wealth Strategies, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.1K (-$346)

Filed 2026-10-28

Gamma Investing LLC

UNCHANGED

Shares9 from 9

Change0 (0%)

Value$93 (-$16)

Filed 2026-10-08

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 562

Change-562 (-100%)

Value$0 (-$6.8K)

Filed 2026-11-06

1607 Capital Partners, LLC

N/A

Shares— from 628,990

Change-628,990 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 438,880

Change-438,880 (-100%)

Value—

Zimmer Partners, LP

N/A

Shares— from 128,803

Change-128,803 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 123,159

Change-123,159 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 29,149

Change-29,149 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 13,557

Change-13,557 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,775

Change-11,775 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 11,357

Change-11,357 (-100%)

Value—

UBS Group AG

N/A

Shares— from 11,024

Change-11,024 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,052

Change-4,052 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Blue Bell Private Wealth Management, LLC	DECREASED	89,324	90,729	-1,405	-2%	$1.1M	$925.4K	-$171.5K	2026-10-29
Shaker Financial Services, LLC	INCREASED	66,161	45,205	+20,956	+46%	$550.5K	$690.9K	+$140.4K	2026-10-14
LPL Financial LLC	INCREASED	39,843	39,469	+374	+1%	$477.2K	$412.8K	-$64.4K	2026-11-06
Level Four Advisory Services, LLC	DECREASED	27,363	27,860	-497	-2%	$336.8K	$283.5K	-$53.3K	2026-11-06
Cambridge Investment Research Advisors, Inc.	INCREASED	18,449	18,389	+60	+0%	$222.0K	$191	-$221.8K	2026-11-02
Decision Investments, Inc	INCREASED	15,190	11,050	+4,140	+37%	$133.6K	$157.4K	+$23.8K	2026-10-07
Ascentis Independent Advisors	NEW	8,033	—	+8,033	—	—	$83.2K	—	2026-11-03
CoreCap Advisors, LLC	INCREASED	4,590	3,290	+1,300	+40%	$39.8K	$47.6K	+$7.8K	2026-10-08
City Holding Co	UNCHANGED	4,117	4,117	0	0%	$49.8K	$42.7K	-$7.1K	2026-10-19
Assetmark, Inc	NEW	1,067	—	+1,067	—	—	$11.1K	—	2026-10-21
TD Waterhouse Canada Inc.	UNCHANGED	500	500	0	0%	$6.0K	$5.1K	-$870	2026-10-16
FNY Investment Advisers, LLC	UNCHANGED	400	400	0	0%	$4	$4	$0	2026-10-16
Highline Wealth Partners LLC	UNCHANGED	250	250	0	0%	$3.0K	$2.6K	-$433	2026-10-19
Buck Wealth Strategies, LLC	UNCHANGED	200	200	0	0%	$2.4K	$2.1K	-$346	2026-10-28
Gamma Investing LLC	UNCHANGED	9	9	0	0%	$109	$93	-$16	2026-10-08
Institute for Wealth Management, Llc.	CLOSED	0	562	-562	-100%	$6.8K	$0	-$6.8K	2026-11-06
1607 Capital Partners, LLC	N/A	—	628,990	-628,990	-100%	$7.6M	—	—	—
Morgan Stanley	N/A	—	438,880	-438,880	-100%	$5.3M	—	—	—
Zimmer Partners, LP	N/A	—	128,803	-128,803	-100%	$1.6M	—	—	—
Cohen & Steers, Inc.	N/A	—	123,159	-123,159	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	29,149	-29,149	-100%	$352.4K	—	—	—
Stifel Financial Corp	N/A	—	13,557	-13,557	-100%	$163.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,775	-11,775	-100%	$142.4K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	11,357	-11,357	-100%	$137.3K	—	—	—
UBS Group AG	N/A	—	11,024	-11,024	-100%	$133.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,052	-4,052	-100%	$49.0K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$12	—	—	—

Showing 27 of 27 institutions