Institutional Ownership Ecofin Global Water Esg Fund (EBLU)
This table provides information about the institutional ownership of Ecofin Global Water Esg Fund (EBLU). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 377,455 shares, which have been reported (via 13F filing form) to have a value of $18.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,555
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 189.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
38,672
shares
|
$1.86 Million
0.13% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
30,893
shares
|
$1.49 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
30,154
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
20,489
shares
|
$986,340
0.35% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,116
shares
|
$968,384
0.46% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,422
shares
|
$886,835
0.0% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
18,221
shares
|
$877,158
0.38% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,078
shares
|
$870,274
0.01% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,792
shares
|
$760,226
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
15,375
shares
|
$740,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
12,924
shares
|
$622,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
12,724
shares
|
$612,533
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,489
shares
|
$504,940
0.01% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,295
shares
|
$495,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,476
shares
|
$456,174
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,400
shares
|
$404,376
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,986
shares
|
$384,446
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
7,836
shares
|
$377,225
0.08% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,414
shares
|
$308,769
0.06% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,539
shares
|
$218,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,551
shares
|
$122,805
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,299
shares
|
$110,673
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,688
shares
|
$81,260
0.0% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,609
shares
|
$77,457
0.0% of portfolio
|
Q4 2024
Reduced 67.02%
|