Filing Research | EOSE - EOS ENERGY ENTERPRISES INC Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	ARDSLEY ADVISORY PARTNERS LP	Shares	550.0KSH	$3.2M
2	Bouvel Investment Partners, LLC	Shares	115.9KSH	$681.2K
3	Police & Firemen's Retirement System of New Jersey	Shares	101.7KSH	$597.8K
4	Lauer Wealth, LLC	Shares	129.9KSH	$557.4K
5	L.K. Benson & Company, P.C.	Shares	72.0KSH	$423.3K
6	ADAMS NATURAL RESOURCES FUND, INC.	Shares	62.6KSH	$368.1K
7	Fiscal Wisdom Wealth Management, LLC	Shares	60.7KSH	$357.1K
8	RICHARDS, MERRILL & PETERSON, INC.	Shares	49.0KSH	$288.4K
9	Heck Capital Advisors, LLC	Shares	46.3KSH	$272.2K
10	Rinkey Investments	Shares	35.9KSH	$211.0K
11	Apella Capital, LLC	Shares	39.8KSH	$188.5K
12	Byrne Asset Management LLC	Shares	24.1KSH	$141.7K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.8KSH	$135.4K
14	INDEPENDENT FINANCIAL GROUP, LLC	Shares	22.8KSH	$134.3K
15	Sequoia Financial Advisors, LLC	Shares	19.9KSH	$117.0K
16	Gainplan LLC	Shares	18.9KSH	$110.9K
17	Farther Finance Advisors, LLC	Shares	16.9KSH	$99.5K
18	SBI Securities Co., Ltd.	Shares	16.8KSH	$98.5K
19	KPP Advisory Services LLC	Shares	16.1KSH	$94.8K
20	Ledgewood Wealth Advisors, LLC	Shares	15.0KSH	$88.2K
21	Net Worth Advisory Group	Shares	14.8KSH	$87.2K
22	J.W. COLE ADVISORS, INC.	Shares	14.7KSH	$86.4K
23	Prospera Financial Services Inc	Shares	14.3KSH	$84.1K
24	Embree Financial Group	Shares	11.7KSH	$68.7K
25	JAMES INVESTMENT RESEARCH, INC.	Shares	11.4KSH	$67.3K
26	Abel Hall, LLC	Shares	11.4KSH	$66.9K
27	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	11.0KSH	$64.9K
28	Lodestone Wealth Management LLC	Shares	8.5KSH	$49.8K
29	Strategic Investment Solutions, Inc. /IL	Shares	2.9KSH	$17.3K
30	JFS WEALTH ADVISORS, LLC	Shares	2.3KSH	$13.3K
31	GAMMA Investing LLC	Shares	2.1KSH	$12.6K
32	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$8.2K
33	Embree Financial Group	CALL	1.2KSH	$7.1K
34	TFC Financial Management, Inc.	Shares	1.1KSH	$6.6K
35	Spire Wealth Management	Shares	961SH	$5.7K
36	IFP Advisors, Inc	Shares	886SH	$5.2K
37	SIGNATUREFD, LLC	Shares	504SH	$3.0K
38	Fortitude Family Office, LLC	Shares	236SH	$1.4K
39	SJS Investment Consulting Inc.	Shares	159SH	$936
40	Handelsbanken Fonder AB	Shares	147.5KSH	$867
41	VISION FINANCIAL MARKETS LLC	Shares	100SH	$555
42	Arlington Trust Co LLC	Shares	26SH	$153
43	Hughes Financial Services, LLC	Shares	3SH	$18
44	MassMutual Private Wealth & Trust, FSB	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

50 / 51 loaded

#		Instrument
1	ARDSLEY ADVISORY PARTNERS LP added	Shares	+250.0K	+$1.7M	$3.2M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+18.6K	+$185.8K	$597.8K
3	Byrne Asset Management LLC new	Shares	+24.1K	+$141.7K	$141.7K
4	Bouvel Investment Partners, LLC added	Shares	+2.3K	+$118.2K	$681.2K
5	Sequoia Financial Advisors, LLC new	Shares	+19.9K	+$117.0K	$117.0K
6	Apella Capital, LLC added	Shares	+28.1K	+$104.8K	$188.5K
7	J.W. COLE ADVISORS, INC. new	Shares	+14.7K	+$86.4K	$86.4K
8	Farther Finance Advisors, LLC added	Shares	+11.5K	+$72.4K	$99.5K
9	L.K. Benson & Company, P.C. added	Shares	+5	+$66.3K	$423.3K
10	ADAMS NATURAL RESOURCES FUND, INC. unchanged	Shares	0	+$57.6K	$368.1K
11	Gainplan LLC added	Shares	+6.6K	+$50.1K	$110.9K
12	RICHARDS, MERRILL & PETERSON, INC. trimmed	Shares	-800	+$41.2K	$288.4K
13	Fiscal Wisdom Wealth Management, LLC trimmed	Shares	-3.6K	+$38.0K	$357.1K
14	Heck Capital Advisors, LLC trimmed	Shares	-1.3K	+$36.2K	$272.2K
15	SBI Securities Co., Ltd. added	Shares	+4.0K	+$35.1K	$98.5K
16	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-1.4K	+$14.2K	$134.3K
17	Ledgewood Wealth Advisors, LLC unchanged	Shares	0	+$13.8K	$88.2K
18	Prospera Financial Services Inc added	Shares	+80	+$13.6K	$84.1K
19	KPP Advisory Services LLC trimmed	Shares	-350	+$13.1K	$94.8K
20	JFS WEALTH ADVISORS, LLC added	Shares	+2.2K	+$12.9K	$13.3K
21	Abel Hall, LLC added	Shares	+33	+$10.6K	$66.9K
22	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$10.2K	$64.9K
23	Net Worth Advisory Group trimmed	Shares	-1.2K	+$7.5K	$87.2K
24	TFC Financial Management, Inc. new	Shares	+1.1K	+$6.6K	$6.6K
25	Spire Wealth Management new	Shares	+961	+$5.7K	$5.7K
26	SIGNATUREFD, LLC new	Shares	+504	+$3.0K	$3.0K
27	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$2.7K	$17.3K
28	EverSource Wealth Advisors, LLC added	Shares	+101	+$1.8K	$8.2K
29	GAMMA Investing LLC trimmed	Shares	-312	+$424	$12.6K
30	Handelsbanken Fonder AB added	Shares	+46.7K	+$367	$867
31	SJS Investment Consulting Inc. trimmed	Shares	-11	+$92	$936
32	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$59	$555
33	Hughes Financial Services, LLC added	Shares	+1	+$8	$18
34	MassMutual Private Wealth & Trust, FSB new	Shares	0	$0	$0
35	True Wealth Design, LLC exited	Shares	-2	-$10	$0
36	IFP Advisors, Inc trimmed	Shares	-173	-$43	$5.2K
37	Vermillion Wealth Management, Inc. exited	Shares	-13	-$64	$0
38	Arlington Trust Co LLC trimmed	Shares	-18	-$65	$153
39	DiNuzzo Private Wealth, Inc. exited	Shares	-40	-$199	$0
40	Fortitude Family Office, LLC trimmed	Shares	-99	-$274	$1.4K
41	Lodestone Wealth Management LLC trimmed	Shares	-1.9K	-$1.5K	$49.8K
42	West Branch Capital LLC exited	Shares	-722	-$3.6K	$0
43	Embree Financial Group trimmed	CALL	-1.2K	-$4.8K	$7.1K
44	Embree Financial Group trimmed	Shares	-4.4K	-$11.1K	$68.7K
45	Rinkey Investments trimmed	Shares	-9.0K	-$11.6K	$211.0K
46	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+174	-$16.7K	$135.4K
47	Apella Capital, LLC exited	CALL	-3.0K	-$21.5K	$0
48	JAMES INVESTMENT RESEARCH, INC. trimmed	Shares	-16.7K	-$72.1K	$67.3K
49	Lauer Wealth, LLC exited	CALL	-57.2K	-$74.6K	$0
50	Teamwork Financial Advisors, LLC exited	Shares	-15.1K	-$74.9K	$0

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