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 33 institutions that hold shares in the stock, with a total of 265,019 shares, which have been reported (via 13F filing form) to have a value of $14.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
41,529
shares
|
$2.23 Million
0.15% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,700
shares
|
$950,490
0.0% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,195
shares
|
$869,671
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
14,976
shares
|
$804,211
0.01% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,066
shares
|
$755,344
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,035
shares
|
$699,979
0.01% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,635
shares
|
$678,499
0.0% of portfolio
|
Q2 2025
Reduced 23.99%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,407
shares
|
$666,255
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,237
shares
|
$657,126
0.25% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,703
shares
|
$574,751
0.0% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,476
shares
|
$508,861
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,753
shares
|
$470,036
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,557
shares
|
$459,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,400
shares
|
$451,080
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,986
shares
|
$428,848
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
7,616
shares
|
$408,979
0.0% of portfolio
|
Q2 2025
Added 681.13%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
7,487
shares
|
$402,051
0.0% of portfolio
|
Q2 2025
Reduced 42.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,995
shares
|
$214,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,299
shares
|
$123,456
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,572
shares
|
$84,416
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,390
shares
|
$74,643
0.0% of portfolio
|
Q3 2025
Reduced 68.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
996
shares
|
$53,485
0.02% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
949
shares
|
$50,961
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
730
shares
|
$39,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
474
shares
|
$25,453
0.0% of portfolio
|
Q1 2023
New holding
|