ERH institutional holders

ALLSPRING UTILITIES AND HIGH · 13F, 2026Q2

Managers holding25
Shares held1,358,028
Reported value$16.4m
Quarter flows6 new, 9 added, 3 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY438,880$5.3m0.0%
1607 Capital Partners, LLC314,495$3.8m0.3%
Zimmer Partners, LP128,803$1.6m0.0%
COHEN & STEERS, INC.123,159$1.5m0.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC90,729$1.1m0.1%
Shaker Financial Services, LLC45,205$550,4730.2%
LPL Financial LLC39,469$477,1780.0%
Cambridge Investment Research Advisors, Inc.36,778$444,0000.0%
Cetera Investment Advisers29,149$352,4090.0%
LEVEL FOUR ADVISORY SERVICES, LLC27,860$336,8320.0%
Integrated Wealth Concepts LLC22,714$274,6080.0%
STIFEL FINANCIAL CORP13,557$163,9060.0%
OSAIC HOLDINGS, INC.11,775$142,3900.0%
DECISION INVESTMENTS, INC11,050$133,5950.1%
UBS Group AG11,024$133,2800.0%
CITY HOLDING CO4,117$49,7740.0%
Rockefeller Capital Management L.P.4,052$48,9890.0%
CoreCap Advisors, LLC3,290$39,7760.0%
Institute for Wealth Management, LLC.562$6,7950.0%
TD Waterhouse Canada Inc.500$5,9750.0%
FNY Investment Advisers, LLC400$4,0000.0%
HIGHLINE WEALTH PARTNERS LLC250$3,0230.0%
Buck Wealth Strategies, LLC200$2,4180.0%
GAMMA Investing LLC9$1090.0%
WELLS FARGO & COMPANY/MN1$120.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ERH"). ERH price history · All 13F data

Get a free API keySee history bundlesDownload free samples