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 40 institutions that hold shares in the stock, with a total of 383,661 shares, which have been reported (via 13F filing form) to have a value of $20.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
35,957
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35,795
shares
|
$1.89 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
31,495
shares
|
$1.67 Million
0.42% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
18,519
shares
|
$979,840
0.39% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
18,078
shares
|
$956,506
0.01% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
17,454
shares
|
$923,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,623
shares
|
$879,522
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
16,547
shares
|
$875,501
0.0% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
16,287
shares
|
$861,745
0.01% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,590
shares
|
$771,956
0.01% of portfolio
|
Q1 2025
Reduced 51.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
13,839
shares
|
$732,221
0.0% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
13,770
shares
|
$728,570
0.31% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,035
shares
|
$689,681
0.01% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,403
shares
|
$656,242
0.0% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
12,092
shares
|
$639,787
0.46% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11,428
shares
|
$604,655
0.0% of portfolio
|
Q1 2025
Added 694.16%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
11,216
shares
|
$593,438
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,476
shares
|
$501,375
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,687
shares
|
$459,629
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,400
shares
|
$444,444
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
7,986
shares
|
$422,539
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,848
shares
|
$415,237
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,791
shares
|
$412,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
7,699
shares
|
$407,354
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,947
shares
|
$208,835
0.02% of portfolio
|
Q2 2025
New holding
|