Funds holding Equable Shares Hedged Equity E
ISIN US81752T4114 · United States · LEI 529900TR4SAFFGMZWE49
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 6.8M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Bramshill Income Performance Fund Advisor Managed Portfolios | 227,986 | 6.8M $ | 0.63 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Bramshill Income Performance Fund Advisor Managed Portfolios | 0.63 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 227,986 | +8.8 % |
| 2026Q2 | 1 | 0 | 209,523 | 0.0 % |
| 2026Q1 | 1 | 209,523 |
Institutional managers
37 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
| NewEdge Advisors, LLC | 115,913 | 115.9K $ | as of Mar 31, 2026 |
| CHAPIN DAVIS, INC. | 93,850 | 2.7M $ | as of Mar 31, 2026 |
| Vise Technologies, Inc. | 93,824 | 2.8M $ | 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 |
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Titelia. "Funds holding Equable Shares Hedged Equity E". https://titelia.com/en/stocks/equable-shares-hedged-equity-e-US81752T4114