← All institutions
Institutional Holdings
ECCOwnership Summary
Institutions Holding
20
Total Shares Held
1,376,915
Total Value Held
$4,646,996
Quarter
2026-06-30
Active Positions
Increased Positions
3
1,214,298 shares
Decreased Positions
2
136,049 shares
Held Positions
1
1,905 shares
New Positions
2
24,663 shares
Sold Out Positions
12
221,849 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| ARES MANAGEMENT LLC | 1,198,419 | $4,458,119 | ▲ +127,271 | 0.19% | 2026-06-30 |
| RPg Family Wealth Advisory, LLC | 24,463 | $91,002 | New position | 0.02% | 2026-06-30 |
| KINGSWOOD WEALTH ADVISORS, LLC | 15,762 | $58,635 | ▲ +26 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 10,104 | $37,587 | ▼ -1,607 | 0.00% | 2026-06-30 |
| FIRST HORIZON CORP | 200 | $744 | New position | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 125,945 | $469 | ▼ -51,841 | 0.01% | 2026-06-30 |
| JPMORGAN CHASE & CO | 117 | $433 | ▲ +17 | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 1,905 | $7 | Unchanged | 0.00% | 2026-06-30 |
| Magnolia Private Wealth, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| HARBOUR INVESTMENTS, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| EverSource Wealth Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| AdvisorNet Financial, Inc | 0 | $0 | Sold out | 2026-06-30 | |
| Arkadios Wealth Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| CoreCap Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Osbon Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| HIGHLINE WEALTH PARTNERS LLC | 0 | $0 | Sold out | 2026-06-30 | |
| JONES FINANCIAL COMPANIES LLLP | 0 | $0 | Sold out | 2026-06-30 | |
| DANSKE BANK A/S | 0 | $0 | Sold out | 2026-06-30 |