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 9 institutions that hold shares in the stock, with a total of 56,979 shares, which have been reported (via 13F filing form) to have a value of $3.06 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,035
shares
|
$699,979
0.01% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,237
shares
|
$657,126
0.25% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
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%
|
|
|
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%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,274
shares
|
$390,613
0.0% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,278
shares
|
$283,428
0.0% of portfolio
|
Q3 2025
Reduced 30.7%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,390
shares
|
$74,643
0.0% of portfolio
|
Q3 2025
Reduced 68.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
303
shares
|
$16,271
0.0% of portfolio
|
Q3 2025
Added 194.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|