ALLSPRING UTILITIES AND HIGH (ERH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$14.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $5.3M | 438,880 | 0.00% | 35q | -11.8%-$710.7K |
| 1607 Capital Partners, LLC | $3.8M | 314,495 | 0.33% | 16q | -1.2%-$48.0K |
| Zimmer Partners, LP | $1.6M | 128,803 | 0.04% | 7q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.1M | 90,729 | 0.14% | 9q | +1.3%+$13.7K |
| Shaker Financial Services, LLC | $550.5K | 45,205 | 0.17% | new | NEW |
| LPL Financial LLC | $477.2K | 39,469 | 0.00% | 17q | +42.8%+$143.0K |
| Cetera Investment Advisers | $352.4K | 29,149 | 0.00% | 4q | +20.9%+$61.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $336.8K | 27,860 | 0.01% | 8q | +9.9%+$30.3K |
| Integrated Wealth Concepts LLC | $274.6K | 22,714 | 0.00% | 7q | +100.4%+$137.6K |
| STIFEL FINANCIAL CORP | $163.9K | 13,557 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $142.4K | 11,775 | 0.00% | 26q | +43.1%+$42.9K |
| DECISION INVESTMENTS, INC | $133.6K | 11,050 | 0.12% | 3q | HELD |
| UBS Group AG | $133.3K | 11,024 | 0.00% | 31q | +1.8%+$2.3K |
| CITY HOLDING CO | $49.8K | 4,117 | 0.01% | 31q | HELD |
| Rockefeller Capital Management L.P. | $49.0K | 4,052 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $39.8K | 3,290 | 0.00% | 8q | +43.7%+$12.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $35.2K | 2,914 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $6.8K | 562 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $6.0K | 500 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.0K | 250 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $2.4K | 200 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $1.5K | 123,159 | 0.00% | 5q | -7.5% |
| Cambridge Investment Research Advisors, Inc. | $444 | 36,778 | 0.00% | 4q | +158.7% |
| GAMMA Investing LLC | $109 | 9 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $12 | 1 | 0.00% | 14q | HELD |
| FNY Investment Advisers, LLC | $4 | 400 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $14.5M | 1,200,605 | 6 | 8 | 2 | 0.0% |
| Q1 2026 | 23 | $14.7M | 1,216,187 | 4 | 8 | 3 | 0.0% |
| Q4 2025 | 22 | $14.6M | 1,234,236 | 3 | 6 | 3 | 0.0% |
| Q3 2025 | 20 | $15.3M | 1,235,006 | 2 | 6 | 6 | 0.0% |
| Q2 2025 | 22 | $18.3M | 1,581,841 | 3 | 5 | 7 | 0.0% |
| Q1 2025 | 23 | $17.9M | 1,620,514 | 2 | 8 | 5 | 0.0% |
| Q4 2024 | 25 | $17.0M | 1,579,414 | 4 | 4 | 9 | 0.0% |
| Q3 2024 | 26 | $16.5M | 1,479,240 | 4 | 7 | 9 | 0.0% |
| Q2 2024 | 27 | $14.4M | 1,467,395 | 6 | 3 | 10 | 0.0% |
| Q1 2024 | 25 | $21.2M | 2,248,554 | 5 | 7 | 5 | 0.0% |
| Q4 2023 | 26 | $16.1M | 1,747,345 | 5 | 6 | 7 | 0.0% |
| Q3 2023 | 25 | $11.8M | 1,347,714 | 4 | 9 | 7 | 0.0% |
| Q2 2023 | 23 | $11.8M | 1,165,591 | 4 | 4 | 8 | 0.0% |
| Q1 2023 | 20 | $10.6M | 992,123 | 2 | 5 | 5 | 0.0% |
| Q4 2022 | 21 | $10.4M | 924,939 | 5 | 8 | 4 | 0.0% |
| Q3 2022 | 24 | $9.5M | 870,781 | 5 | 5 | 7 | 0.0% |
| Q2 2022 | 22 | $9.9M | 813,563 | 5 | 6 | 4 | 0.0% |
| Q1 2022 | 21 | $8.0M | 573,612 | 4 | 3 | 7 | 0.0% |
| Q4 2021 | 21 | $8.8M | 596,619 | 2 | 5 | 2 | 0.0% |
| Q3 2021 | 20 | $6.8M | 507,537 | 3 | 2 | 4 | 0.0% |
| Q2 2021 | 20 | $7.9M | 552,036 | 0 | 4 | 4 | 0.0% |
| Q1 2021 | 22 | $8.0M | 616,428 | 2 | 7 | 5 | 0.0% |
| Q4 2020 | 25 | $8.4M | 652,297 | 3 | 6 | 4 | 0.0% |
| Q3 2020 | 22 | $5.6M | 466,694 | 5 | 3 | 8 | 0.0% |
| Q2 2020 | 19 | $5.8M | 446,174 | 3 | 4 | 4 | 0.0% |
| Q1 2020 | 21 | $4.9M | 452,690 | 3 | 1 | 9 | 0.0% |
| Q4 2019 | 23 | $6.6M | 475,791 | 2 | 5 | 5 | 0.0% |
| Q3 2019 | 19 | $5.3M | 383,098 | 1 | 5 | 4 | 0.0% |
| Q2 2019 | 21 | $5.3M | 407,281 | 6 | 6 | 4 | 0.0% |
| Q1 2019 | 16 | $4.8M | 362,462 | 1 | 2 | 6 | 0.0% |
| Q4 2018 | 20 | $4.6M | 409,111 | 0 | 0 | 0 | 0.0% |