| 0.464% |
| 0.01% |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15.2M | $169.2M | +10.7% | 0.461% | 0.08% |
| 5 | MORGAN STANLEY | 13.2M | $146.8M | +42.5% | 0.400% | 0.01% |
| 6 | BANK OF AMERICA CORP /DE/ | 8.1M | $90.7M | +20.2% | 0.247% | 0.01% |
| 7 | UBS Group AG | 6.1M | $67.6M | +349.8% | 0.184% | 0.01% |
| 8 | AMERIPRISE FINANCIAL INC | 5.2M | $58.1M | +31.2% | 0.158% | 0.01% |
| 9 | SEI INVESTMENTS CO | 5.2M | $57.6M | -3.1% | 0.157% | 0.05% |
| 10 | FMR LLC | 5.1M | $56.3M | +1.8% | 0.153% | 0.00% |
| 11 | LAZARD ASSET MANAGEMENT LLC | 4.5M | $50.1M | +15.3% | 0.136% | 0.08% |
| 12 | RENAISSANCE TECHNOLOGIES LLC | 4.1M | $45.5M | -55.1% | 0.124% | 0.06% |
| 13 | NEW YORK STATE COMMON RETIREMENT FUND | 3.1M | $34.7M | +0.3% | 0.095% | 0.04% |
| 14 | CITIGROUP INC | 2.9M | $32.1M | +0.7% | 0.087% | 0.01% |
| 15 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.7M | $30.2M | +2.6% | 0.082% | 0.04% |
| 16 | BlackRock, Inc. | 2.7M | $30.2M | +138.5% | 0.082% | 0.00% |
| 17 | AMERICAN CENTURY COMPANIES INC | 2.6M | $29.5M | +11.4% | 0.080% | 0.01% |
| 18 | JPMORGAN CHASE & CO | 2.2M | $24.7M | +506.4% | 0.067% | 0.00% |
| 19 | JANE STREET GROUP, LLC | 2.0M | $22.2M | -25.2% | 0.061% | 0.00% |
| 20 | Russell Investments Group, Ltd. | 1.9M | $21.6M | +0.9% | 0.059% | 0.02% |
| 21 | NORTHERN TRUST CORP | 1.9M | $21.3M | -5.3% | 0.058% | 0.00% |
| 22 | MARSHALL WACE, LLP | 1.8M | $20.2M | +40.3% | 0.055% | 0.02% |
| 23 | FIRST TRUST ADVISORS LP | 1.5M | $16.8M | +56.0% | 0.046% | 0.01% |
| 24 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1.4M | $15.8M | 0.0% | 0.043% | 0.05% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 1.3M | $13.9M | +27.9% | 0.038% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ERIC — a direct measure of their conviction.
| 12.07% |
| 0.03 pp |
| $2.34B |
| 4.5% |
| Q4 2024 | 310 | +21% | 12.10% | +2.60 pp | $2.45B | +38% |
| Q3 2024 | 257 | — | 9.50% | — | $1.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
65 institutions opened new positions in ERIC during Q2 2026, while 48 fully exited. 140 added to existing positions and 176 trimmed.
ERIC institutional ownership rose by 0.03 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 72.3% of all reported 13F value in ERIC, and the top 25 account for 86.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.