Funds holding Equable Shares Hedged Equity E
1 fund declares a position · 0 ETFs and 1 other funds · 6.1M $ · US81752T4114
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Bramshill Income Performance Fund Advisor Managed Portfolios | 209,523 | 6.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
Institutional managers
37 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| HighTower Advisors, LLC | 2,675,355 | 77.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,552,728 | 45M $ | as of Mar 31, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | 901,723 | 26.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 864,632 | 25.1M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 789,109 | 22.9M $ | as of Mar 31, 2026 |
| ENZI WEALTH | 543,699 | 15.8M $ | as of Mar 31, 2026 |
| Garden State Investment Advisory Services LLC | 536,197 | 15.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 498,471 | 14.4M $ | as of Mar 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 463,686 | 13.4M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 459,389 | 13.3M $ | as of Mar 31, 2026 |
| Platform Technology Partners | 279,617 | 8.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 242,085 | 7M $ | as of Mar 31, 2026 |
| Bramshill Investments, LLC | 209,523 | 6.1M $ | as of Mar 31, 2026 |
| Darwin Wealth Management, LLC | 172,319 | 5M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 168,266 | 4.9M $ | as of Mar 31, 2026 |
| Gladstone Institutional Advisory LLC | 136,332 | 4M $ | as of Mar 31, 2026 |
| KLINGENSTEIN FIELDS & CO LP | 131,106 | 3.8M $ | as of Mar 31, 2026 |
| Vise Technologies, Inc. | 93,824 | 2.8M $ | as of Mar 31, 2026 |
| CHAPIN DAVIS, INC. | 93,850 | 2.7M $ | as of Mar 31, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 92,945 | 2.7M $ | as of Mar 31, 2026 |
| Magnus Financial Group LLC | 70,450 | 2M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 60,229 | 1.7M $ | as of Mar 31, 2026 |
| OPPENHEIMER & CO INC | 59,968 | 1.7M $ | as of Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | 46,945 | 1.4M $ | as of Mar 31, 2026 |
| Atria Investments, Inc | 44,724 | 1.3M $ | as of Mar 31, 2026 |