— Know what they know.
Not Investment Advice

ERH

Allspring Utilities and High Income Fund
1W: +0.3% 1M: -8.2% 3M: -14.9% YTD: -12.4% 1Y: -16.1% 3Y: +39.2% 5Y: +8.8%
$10.27
+0.06 (+0.59%)
 
Weekly Expected Move ±2.4%
$10 $10 $10 $11 $11
ETF AMEX · AUM $90.7M

Institutional Ownership — ERH

32
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
6
New Positions
10
Increased
9
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (35 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 438,880 5M -58,786 -11.8% 57Q SEC ↗
2 1607 Capital Partners, LLC 314,495 3M -3,968 -1.2% 16Q SEC ↗
3 Zimmer Partners, LP 128,803 1M — +0.0% 7Q SEC ↗
4 COHEN & STEERS, INC. 123,159 1M -10,000 -7.5% 5Q SEC ↗
5 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 90,729 932K +1,135 +1.3% 9Q SEC ↗
6 Shaker Financial Services, LLC NEW 45,205 464K — +0.0% 1Q SEC ↗
7 LPL Financial LLC 39,469 405K +11,824 +42.8% 17Q SEC ↗
8 Cetera Investment Advisers 29,149 299K +5,042 +20.9% 4Q SEC ↗
9 LEVEL FOUR ADVISORY SERVICES, LLC 27,860 286K +2,505 +9.9% 8Q SEC ↗
10 Cambridge Investment Research Advisors 18,389 189K +4,173 +29.4% 4Q SEC ↗
11 STIFEL FINANCIAL CORP NEW 13,557 139K — +0.0% 1Q SEC ↗
12 OSAIC HOLDINGS, INC. 11,775 121K +3,544 +43.1% 26Q SEC ↗
13 Integrated Wealth Concepts LLC 11,357 117K +24 +0.2% 7Q SEC ↗
14 DECISION INVESTMENTS, INC 11,050 113K — +0.0% 3Q SEC ↗
15 UBS Group AG 11,024 113K +194 +1.8% 47Q SEC ↗
16 CITY HOLDING CO 4,117 42K — +0.0% 51Q SEC ↗
17 Rockefeller Capital Management L.P. 4,052 42K — +0.0% 4Q SEC ↗
18 CoreCap Advisors, LLC 3,290 34K +1,000 +43.7% 8Q SEC ↗
19 MERCER GLOBAL ADVISORS INC /ADV NEW 2,914 30K — +0.0% 1Q SEC ↗
20 Institute for Wealth Management, LLC. NEW 562 6K — +0.0% 1Q SEC ↗
21 TD Waterhouse Canada Inc. NEW 500 5K — +0.0% 1Q SEC ↗
22 FNY Investment Advisers, LLC 400 4K — +0.0% 2Q SEC ↗
23 HIGHLINE WEALTH PARTNERS LLC 250 3K — +0.0% 3Q SEC ↗
24 Buck Wealth Strategies, LLC NEW 200 2K — +0.0% 1Q SEC ↗
25 GAMMA Investing LLC 9 0K — +0.0% 5Q SEC ↗
26 WELLS FARGO & COMPANY/MN 1 0K +1 — 14Q SEC ↗
27 CWM, LLC 0 0K -553 -100.0% 1Q SEC ↗
28 Wilmington Savings Fund Society, FSB 0 0K -1,000 -100.0% 1Q SEC ↗
29 RAYMOND JAMES FINANCIAL INC 0 0K -11,276 -100.0% 1Q SEC ↗
30 Stratos Wealth Partners, LTD. 0 0K -13,451 -100.0% 2Q SEC ↗
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 0K -286 -100.0% 29Q SEC ↗
32 Ascentis Independent Advisors 0 0K -9,755 -100.0% 1Q SEC ↗
33 ROBINSON CAPITAL MANAGEMENT, LLC 0 0K -55,117 -100.0% 12Q SEC ↗
34 HARBOUR INVESTMENTS, INC. 0 0K -333 -100.0% 1Q SEC ↗
35 WOLVERINE ASSET MANAGEMENT LLC 0 0K -16,577 -100.0% 2Q SEC ↗
Biggest Increases (10)
HolderAddedChange %Total Shares
LPL Financial LLC +11,824 +42.8% 39,469
Cetera Investment Advisers +5,042 +20.9% 29,149
Cambridge Investment Research Advis +4,173 +29.4% 18,389
OSAIC HOLDINGS, INC. +3,544 +43.1% 11,775
LEVEL FOUR ADVISORY SERVICES, LLC +2,505 +9.9% 27,860
BLUE BELL PRIVATE WEALTH MANAGEMENT +1,135 +1.3% 90,729
CoreCap Advisors, LLC +1,000 +43.7% 3,290
UBS Group AG +194 +1.8% 11,024
Integrated Wealth Concepts LLC +24 +0.2% 11,357
WELLS FARGO & COMPANY/MN +1 — 1
Biggest Decreases (3)
HolderReducedChange %Total Shares
MORGAN STANLEY -58,786 -11.8% 438,880
COHEN & STEERS, INC. -10,000 -7.5% 123,159
1607 Capital Partners, LLC -3,968 -1.2% 314,495

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms