Everus Construction GroupECG

13F holders, Q1 2025 (March 31)
318holders −10
71new positions
83sold out
5famous investors
$37.11avg. 13F price*

At the end of Q1 2025, 318 institutions reported holding Everus Construction Group (ECG) in their 13F filings, down 10 from Q4 2024. 71 opened new positions and 83 sold out. The largest holders were BlackRock, Inc. ($229.8M), Vanguard Group Inc. ($201.7M) and Barrow Hanley Mewhinney & Strauss LLC ($109.9M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Everus Construction Group
CUSIP
300426103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q4 2024: 328Q4 2024Q1 2025: 318Q1 2025Q2 2025: 348Q2 2025Q3 2025: 401Q3 2025Q4 2025: 457Q4 2025Q1 2026: 491Q1 2026Q2 2026: 539Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions71$123.8M
Exits83$300.3M

All 13F filers, Q4 2024 → Q1 2025: 10,257,456 shares bought and 6,788,717 shares sold, net +3,468,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 318 holders

BlackRock, Inc. 0.00% Add +1.3% 6,196,538 $229.8M
Vanguard Group Inc. 0.00% Reduce -2.3% 5,438,109 $201.7M
Barrow Hanley Mewhinney & Strauss LLC 0.40% Add +108.0% 2,962,437 $109.9M
Westwood Holdings Group Inc. 0.57% New 2,024,510 $75.1M
State Street Corp. 0.00% Reduce -8.3% 1,584,296 $58.8M
Dimensional Fund Advisors LP 0.01% Reduce -26.6% 1,345,180 $49.9M
Alliancebernstein L.P. 0.02% Add +58.2% 1,278,096 $47.4M
Norges Bank 0.01% Add +108.0% 1,096,560 $40.7M
Geode Capital Management, LLC 0.00% Add +34.2% 1,087,811 $40.4M
Invesco Ltd. 0.01% Add +7.8% 1,071,118 $39.7M
First Trust Advisors LP 0.03% Add +4235.8% 933,878 $34.6M
Morgan Stanley 0.00% Add +2.5% 772,380 $28.6M
UBS Group AG 0.00% Add +230.9% 588,450 $21.8M
American Century Companies Inc. 0.01% Reduce -29.1% 535,329 $19.9M
Frontier Capital Management Co. LLC 0.21% Reduce -1.1% 523,340 $19.4M
Northern Trust Corp. 0.00% Add +0.2% 458,412 $17.0M
Charles Schwab Investment Management Inc. 0.00% Add +7.5% 442,074 $16.4M
Hennessy Advisors Inc. 0.54% Reduce -8.9% 437,975 $16.2M
US Bancorp \de 0.02% Reduce -0.9% 426,817 $15.8M
Massachusetts Financial Services Co. 0.01% Add +60.5% 416,192 $15.4M
Neumeier Poma Investment Counsel LLC 1.50% Add +1.1% 377,159 $14.0M
Principal Financial Group Inc. 0.01% Add +40.7% 347,556 $12.9M
Nixon Capital, LLC 4.02% Add +60.3% 313,236 $11.6M
Balyasny Asset Management L.P. 0.03% Add +1171.3% 312,117 $11.6M
De Lisle Partners LLP 1.88% Add +15.3% 305,405 $11.3M
Bank of New York Mellon Corp 0.00% Reduce -6.7% 297,052 $11.0M
Granite Investment Partners, LLC 0.55% Reduce -5.2% 293,060 $10.9M
Managed Asset Portfolios, LLC 1.39% Add +2.0% 271,035 $10.1M
Victory Capital Management Inc. 0.01% Add +2050.3% 260,752 $9.7M
Ancora Advisors LLC 0.21% Add +47.9% 250,145 $9.3M
Kingdon Capital Management, L.L.C. 1.92% Reduce -3.9% 250,000 $9.3M
Handelsbanken Fonder AB 0.04% Add +47.1% 250,000 $9.3M
Millennium Management 0.01% Add +42.7% 244,421 $9.1M
Mountaineer Partners Management, LLC 8.05% Add +39.4% 226,857 $8.4M
Baird Financial Group, Inc. 0.01% Add +13.8% 206,369 $7.7M
Rudius Management LP 1.55% New 202,759 $7.5M
Clearfield Capital Management LP 9.34% New 191,900 $7.1M
Goldman Sachs Group Inc. 0.00% Add +74.4% 178,790 $6.6M
Segall Bryant & Hamill, LLC 0.10% New 176,605 $6.6M
Public Sector Pension Investment Board 0.03% Add +27.4% 161,718 $6.0M
WINTON GROUP Ltd 0.36% Add +10.3% 157,670 $5.8M
AQR Capital Management 0.01% Add +90.4% 161,891 $5.8M
Barclays PLC 0.00% Reduce -17.8% 154,156 $5.7M
Beacon Pointe Advisors, LLC 0.06% Add +162.2% 153,622 $5.7M
Bank of America Corp. 0.00% Add +110.0% 149,788 $5.6M
Bragg Financial Advisors, Inc 0.23% Add +1.9% 149,361 $5.5M
Keeley-Teton Advisors, LLC 0.67% Add +78.1% 148,734 $5.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +33.0% 140,397 $5.2M
Susquehanna International Group, LLP 0.01% Add +574.0% 135,727 $5.0M
Legal & General Group Plc 0.00% Reduce -2.5% 133,537 $5.0M
Needham Investment Management LLC 0.42% Add +5.9% 122,000 $4.5M
Ameriprise Financial Inc. 0.00% Reduce -4.9% 118,296 $4.4M
Nuveen, LLC 0.00% — 116,747 $4.3M
Rhumbline Advisers 0.00% Reduce -3.7% 116,138 $4.3M
Teacher Retirement System of Texas 0.02% Add +46.7% 110,256 $4.1M
Russell Investments Group, Ltd. 0.01% Reduce -8.7% 108,847 $4.0M
Citadel Advisors 0.00% Reduce -34.2% 97,027 $3.6M
Swiss National Bank 0.00% Reduce -1.6% 93,797 $3.5M
John G Ullman & Associates Inc. 0.53% Reduce -4.7% 93,223 $3.5M
Squarepoint Ops LLC 0.01% Add +875.8% 92,499 $3.4M
Public Employees Retirement System of Ohio 0.01% Add +389.6% 85,386 $3.2M
Plustick Management LLC 2.20% Reduce -42.9% 80,000 $3.0M
Hudson Value Partners, LLC 1.10% Add +5.5% 79,014 $2.9M
Citigroup Inc. 0.00% Reduce -35.0% 74,696 $2.8M
Prudential Financial Inc. 0.00% Reduce -18.2% 49,248 $2.8M
Rivermont Capital Management LP 1.16% Reduce -68.2% 74,096 $2.7M
Creative Planning 0.00% Add +402.4% 72,061 $2.7M
Stifel Financial Corp. 0.00% Add +273.5% 71,799 $2.7M
Jane Street Group, LLC 0.00% Add +184.4% 71,323 $2.6M
Asset Management One Co., Ltd. 0.01% Add +52.0% 70,905 $2.6M
Lord, Abbett & Co. LLC 0.01% New 65,470 $2.4M
Angeles Investment Advisors, LLC 0.13% New 64,581 $2.4M
Register Financial Advisors LLC 1.22% Add +31.4% 63,314 $2.3M
AYAL Capital Advisors Ltd 1.54% Reduce -42.5% 62,684 $2.3M
Graham Capital Management, L.P. 0.10% New 60,843 $2.3M
New York State Teachers Retirement System 0.01% Add +0.3% 60,793 $2.3M
Gotham Asset Management 0.02% Add +823.7% 59,597 $2.2M
Holocene Advisors, LP 0.01% Add +1036.8% 58,703 $2.2M
Verition Fund Management LLC 0.01% Add +64.1% 57,799 $2.1M
State Board of Administration of Florida Retirement System 0.00% New 54,009 $2.0M
New York State Common Retirement Fund 0.00% Reduce -6.6% 49,307 $1.8M
Royal Bank of Canada 0.00% Add +155.0% 48,839 $1.8M
California State Teachers Retirement System 0.00% Reduce -2.4% 44,415 $1.6M
Jefferies Financial Group Inc. 0.03% Add +208.0% 37,500 $1.4M
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 37,447 $1.4M
Essex Investment Management Co. LLC 0.29% Add +63.4% 37,174 $1.4M
M&T Bank Corp 0.00% Reduce -53.5% 36,377 $1.3M
Aperture Investors, LLC 0.20% New 36,297 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +10.6% 35,756 $1.3M
HRT Financial LP 0.01% Reduce -9.5% 35,773 $1.3M
Oak Ridge Investments LLC 0.11% New 34,848 $1.3M
Gabelli Funds LLC 0.01% No change 33,875 $1.3M
LPL Financial LLC 0.00% Reduce -24.4% 32,811 $1.2M
Wells Fargo & Company 0.00% Reduce -32.4% 31,234 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 30,956 $1.1M
Pathstone Holdings, LLC 0.00% New 30,561 $1.1M
Advisors Asset Management, Inc. 0.02% Reduce -48.6% 30,436 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -54.5% 30,281 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -7.9% 29,826 $1.1M
Bleakley Financial Group, LLC 0.03% Add +1.9% 29,330 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -18.5% 28,930 $1.1M
Jones Financial Companies LLLP 0.00% Add +25.9% 29,405 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -2.3% 28,248 $1.0M
Comerica Bank 0.00% Add +1.3% 27,582 $1.0M
Illinois Municipal Retirement Fund 0.01% Reduce -21.2% 27,436 $1.0M
Cascade Investment Advisors, Inc. 0.68% Add +39.5% 27,002 $1.0M
Skylands Capital, LLC 0.14% New 26,900 $998K
Washington Trust Bank 0.09% New 25,215 $935K
Schonfeld Strategic Advisors LLC 0.01% Add +6.3% 24,906 $924K
Marshall Wace, LLP 0.00% Reduce -77.1% 24,642 $914K
Intech Investment Management LLC 0.01% Reduce -71.0% 24,215 $898K
Louisiana State Employees Retirement System 0.02% New 24,000 $890K
Y-Intercept (Hong Kong) Ltd 0.06% New 23,997 $890K
GW&K Investment Management, LLC 0.01% New 23,563 $874K
Treasurer of the State of North Carolina 0.00% Add +4.1% 23,232 $862K
Oppenheimer & Co. Inc. 0.01% Add +145.1% 23,240 $862K
Catalyst Capital Advisors LLC 0.02% Add +2.0% 22,692 $842K
Ionic Capital Management LLC 1.54% Add +23.9% 22,303 $827K
Janus Henderson Group PLC 0.00% Reduce -42.5% 22,588 $816K
XTX Topco Ltd 0.04% New 21,585 $801K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 21,274 $789K
State of Tennessee, Department of Treasury 0.00% No change 21,054 $781K
Janney Montgomery Scott LLC 0.00% New 19,308 $716K
Yousif Capital Management, LLC 0.01% Reduce -6.5% 18,862 $700K
Police & Firemen's Retirement System of New Jersey 0.01% New 18,481 $685K
Cladis Investment Advisory, LLC 0.49% Reduce -2.0% 18,352 $681K
Quantinno Capital Management LP 0.00% Reduce -12.6% 18,294 $679K
Quantessence Capital LLC 0.17% New 18,109 $672K
Maryland State Retirement & Pension System 0.02% Reduce -11.1% 17,762 $659K
Private Advisor Group, LLC 0.00% Reduce -3.1% 17,575 $652K
Moors & Cabot, Inc. 0.03% Add +2.3% 17,477 $648K
Dakota Wealth Management 0.02% Reduce -5.9% 17,449 $647K
Boston Partners 0.00% New 17,328 $643K
Ensign Peak Advisors, Inc 0.00% No change 17,070 $633K
Teachers Retirement System of the State of Kentucky 0.01% No change 16,509 $613K
Deutsche Bank AG 0.00% Reduce -10.1% 16,297 $604K
NewEdge Advisors, LLC 0.00% Add +0.1% 16,294 $604K
CW Advisors, LLC 0.01% New 15,828 $588K
Amalgamated Bank 0.00% Reduce -3.1% 15,376 $570K
Aventail Capital Group, LP 0.03% New 15,235 $565K
SummitTX Capital, L.P. 0.02% — 15,000 $556K
Jain Global LLC 0.01% New 14,270 $529K
Lazard Asset Management LLC 0.00% Add +33.3% 14,139 $523K
AlphaQuest LLC 0.06% No change 14,043 $521K
Arizona State Retirement System 0.00% New 13,890 $515K
Cetera Investment Advisers 0.00% Reduce -13.7% 13,734 $509K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.7% 13,632 $506K
Bank of Montreal 0.00% Add +12.3% 13,516 $501K
Nisa Investment Advisors, LLC 0.00% No change 13,122 $487K
Captrust Financial Advisors 0.00% Reduce -75.2% 13,075 $485K
Clark Financial Services Group Inc. 0.34% No change 13,067 $485K
Reaves W H & Co. Inc. 0.01% No change 12,500 $464K
Riverwater Partners LLC 0.24% New 12,464 $462K
Voya Investment Management LLC 0.00% Add +18.4% 12,417 $461K
Sei Investments Co. 0.00% Reduce -62.1% 12,230 $454K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 12,200 $452K
Boothbay Fund Management, LLC 0.02% New 12,007 $445K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.5% 11,659 $432K
Algert Global LLC 0.01% Reduce -50.3% 11,649 $432K
Manufacturers Life Insurance Company, The 0.00% Reduce -11.9% 11,408 $423K
Raymond James Financial Inc. 0.00% Reduce -2.0% 11,263 $418K
Legato Capital Management LLC 0.06% Add +62.5% 11,066 $410K
Arkadios Wealth Advisors 0.02% New 10,911 $405K
Brown Brothers Harriman & Co. 0.00% Reduce -0.1% 10,645 $395K
Montgomery Investment Management Inc. 0.16% Reduce -9.7% 10,517 $390K
Patten Group, Inc. 0.08% Add +8.0% 9,946 $369K
Country Club Bank 0.02% No change 10,187 $369K
KLP Kapitalforvaltning As 0.00% No change 9,800 $363K
Dark Forest Capital Management LP 0.02% New 9,217 $342K
D.A. Davidson & Co. 0.00% Reduce -51.2% 9,212 $342K
Financial Engines Advisors L.L.C. 0.00% New 8,867 $329K
HighTower Advisors, LLC 0.00% Reduce -2.9% 8,518 $316K
Angeles Wealth Management, LLC 0.03% No change 8,370 $310K
Pictet Asset Management Holding SA 0.00% Add +3.9% 8,164 $302K
Catalyst Funds Management Pty Ltd 0.08% New 8,072 $299K
Banque Pictet & Cie SA 0.00% New 7,796 $289K
Cerity Partners LLC 0.00% Reduce -13.8% 7,567 $281K
Neuberger Berman Group LLC 0.00% Reduce -96.9% 7,487 $278K
Mutual of America Capital Management LLC 0.00% New 7,424 $275K
Renaissance Technologies 0.00% New 7,300 $271K
Bluefin Capital Management, LLC 0.22% — 7,109 $264K
Oppenheimer Asset Management Inc. 0.00% Add +3.8% 6,950 $258K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -34.3% 6,929 $257K
Brady Martz Wealth Solutions, LLC 0.06% Reduce -1.5% 6,701 $249K
Cohen Capital Management, Inc. 0.04% No change 6,580 $244K
First PREMIER Bank 0.06% New 6,040 $224K
Gsa Capital Partners LLP 0.02% New 6,032 $224K
PNC Financial Services Group, Inc. 0.00% Reduce -14.9% 5,870 $218K
AdvisorNet Financial, Inc 0.02% New 5,735 $213K
Ingalls & Snyder LLC 0.01% Reduce -0.4% 5,557 $206K
Allied Investment Advisors, LLC 0.04% No change 5,549 $206K
Truist Financial Corp. 0.00% Reduce -14.6% 5,474 $203K
Public Employees Retirement Association of Colorado 0.00% No change 5,424 $201K
Osaic Holdings, Inc. 0.00% Reduce -24.2% 5,284 $196K
Lanark Financial, Inc. 0.01% — 4,532 $168K
Cwm, LLC 0.00% Reduce -17.5% 4,468 $166K
FMR LLC 0.00% Reduce -20.6% 4,430 $164K
Quantbot Technologies LP 0.01% New 4,344 $161K
Kestra Advisory Services, LLC 0.00% Reduce -67.2% 3,809 $141K
Westport Asset Management Inc. 0.07% No change 3,750 $139K
Coldstream Capital Management Inc. 0.00% Reduce -3.5% 3,673 $136K
State of Wyoming 0.02% New 3,542 $131K
BNP Paribas Financial Markets 0.00% Reduce -77.9% 3,261 $121K
Quadrant Capital Group LLC 0.00% Add +2915.5% 3,106 $115K
Sterling Capital Management LLC 0.00% Reduce -87.7% 2,840 $105K
Quarry LP 0.02% Add +369.5% 2,540 $94K
KBC Group NV 0.00% No change 2,284 $85K
Corebridge Financial, Inc. 0.00% Reduce -7.5% 1,988 $74K
Adalta Capital Management LLC 0.03% No change 1,624 $60K
Aster Capital Management (DIFC) Ltd 0.01% Add +728.9% 1,293 $54K
Anchor Investment Management, LLC 0.00% Reduce -6.7% 1,400 $52K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,375 $51K
City Holding Co. 0.01% Reduce -4.7% 1,266 $47K
Caitong International Asset Management Co., Ltd 0.03% Add +112700.0% 1,128 $42K
Physician Wealth Advisors, Inc. 0.01% No change 1,125 $42K
Garde Capital, Inc. 0.00% New 1,025 $38K
Steward Partners Investment Advisory, LLC 0.00% Reduce -23.2% 987 $37K
Bangor Savings Bank 0.00% New 975 $36K
HM Payson & Co. 0.00% No change 925 $34K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.1% 914 $34K
MetLife Investment Management, LLC 0.00% Add +2.2% 912 $34K
CoreCap Advisors, LLC 0.00% No change 889 $33K
Wood Tarver Financial Group, LLC 0.01% Reduce -23.6% 878 $33K
Concord Wealth Partners 0.01% New 847 $31K
Colonial Trust Co / SC 0.00% Reduce -0.8% 750 $28K
Covestor Ltd 0.02% Add +0.6% 720 $27K
GAMMA Investing LLC 0.00% Add +295.6% 720 $27K
Principal Securities, Inc. 0.00% No change 404 $27K
Tompkins Financial Corp. 0.00% New 674 $25K
Parallel Advisors, LLC 0.00% Add +65.1% 657 $24K
EverSource Wealth Advisors, LLC 0.00% Reduce -24.9% 643 $24K
Quent Capital, LLC 0.00% New 596 $22K
Nomura Asset Management Co. Ltd. 0.00% No change 595 $22K
Blue Trust, Inc. 0.00% Add +0.5% 583 $22K
Investors Research Corp 0.00% Reduce -78.6% 550 $20K
CIBC Private Wealth Group LLC 0.00% New 555 $19K
Bank of New Hampshire 0.00% New 505 $19K
Leonteq Securities AG 0.00% No change 500 $19K
Costello Asset Management, INC 0.01% New 483 $18K
Larson Financial Group LLC 0.00% Add +59.3% 473 $18K
Caldwell Sutter Capital, Inc. 0.01% No change 443 $16K
HighMark Wealth Management LLC 0.01% No change 419 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.7% 394 $15K
Global Wealth Strategies & Associates 0.00% New 345 $13K
Sittner & Nelson, LLC 0.00% No change 310 $11K
Bessemer Group Inc. 0.00% Add +677.1% 272 $10K
Allworth Financial LP 0.00% Reduce -3.2% 239 $10K
Farther Finance Advisors, LLC 0.00% New 257 $10K
Caldwell Trust Co 0.00% No change 260 $10K
Adirondack Trust Co. 0.00% No change 250 $9K
Signaturefd, LLC 0.00% Add +59.9% 227 $8K
Versant Capital Management, Inc 0.00% New 224 $8K
Fifth Third Bancorp 0.00% Reduce -27.3% 221 $8K
City State Bank 0.00% New 212 $8K
First Horizon Advisors, Inc. 0.00% Add +1900.0% 200 $7K
Crews Bank & Trust 0.00% Reduce -56.1% 194 $7K
Geneos Wealth Management Inc. 0.00% Reduce -43.9% 188 $7K
Dakota Community Bank & Trust NA 0.03% New 185 $7K
CENTRAL TRUST Co 0.00% No change 172 $6K
Pittenger & Anderson Inc. 0.00% No change 147 $5K
IFP Advisors, Inc 0.00% Add +24.0% 129 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 114 $4K
Optiver Holding B.V. 0.00% No change 100 $4K
Kestra Investment Management, LLC 0.00% New 96 $4K
Lindbrook Capital, LLC 0.00% Add +10.4% 85 $3K
Natixis 0.00% New 86 $3K
Smithfield Trust Co 0.00% No change 73 $3K
Front Row Advisors LLC 0.00% No change 75 $3K
JNBA Financial Advisors 0.00% New 75 $3K
Rossby Financial, LCC 0.00% New 68 $3K
Pinnacle Bancorp, Inc. 0.00% Reduce -67.0% 74 $3K
WASHINGTON TRUST Co 0.00% New 74 $3K
Stone House Investment Management, LLC 0.00% New 73 $3K
Archer Investment Corp 0.00% No change 67 $2K
Copia Wealth Management 0.00% No change 65 $2K
Fortitude Family Office, LLC 0.00% New 53 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 52 $2K
Arax Advisory Partners 0.00% Reduce -87.0% 51 $2K
Hexagon Capital Partners LLC 0.00% Reduce -31.0% 49 $2K
UMB Bank, n.a. 0.00% New 48 $2K
Ameritas Investment Partners, Inc. 0.00% No change 47 $2K
Bell Investment Advisors, Inc 0.00% No change 45 $2K
Assetmark, Inc. 0.00% Reduce -48.8% 41 $2K
Manchester Capital Management LLC 0.00% Reduce -5.0% 38 $1K
Clearstead Trust, LLC 0.00% New 36 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Add +190.9% 32 $1K
Private Wealth Management Group, LLC 0.00% No change 29 $1K
Mather Group, Llc. 0.00% New 28 $1K
Hemington Wealth Management 0.00% Reduce -31.8% 45 $1K
Capital Advisors, Ltd. LLC 0.00% No change 21 $1K
PrairieView Partners, LLC 0.00% No change 43 $1K
CX Institutional 0.00% New 16 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -28.6% 25 $928
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 25 $927
Private Trust Co. NA 0.00% New 25 $927
LRI Investments, LLC 0.00% No change 22 $816
Farmers & Merchants Investments Inc. 0.00% No change 21 $779
Atticus Wealth Management, LLC 0.00% No change 20 $742
Red Tortoise LLC 0.00% No change 15 $556
Synergy Investment Management, LLC 0.00% No change 15 $556
Parkside Financial Bank & Trust 0.00% Add +57.1% 11 $408
Prestige Wealth Management Group LLC 0.00% No change 10 $371
Creative Financial Designs Inc. 0.00% New 10 $371
WPG Advisers, LLC 0.00% No change 8 $297
Raffa Wealth Management, LLC 0.00% No change 8 $297
True Wealth Design, LLC 0.00% New 7 $260
Smartleaf Asset Management LLC 0.00% Add +75.0% 7 $253
Binnacle Investments Inc 0.00% — 6 $223
Gen-Wealth Partners Inc 0.00% Reduce -81.3% 6 $223
Abound Wealth Management 0.00% New 4 $149
Thompson Investment Management, Inc. 0.00% Add +33.3% 4 $141
SJS Investment Consulting Inc. 0.00% Reduce -57.1% 3 $112
Rise Advisors, LLC 0.00% New 3 $111
SouthState Bank Corp 0.00% New 2 $75
Global Financial Private Client, LLC 0.00% New 2 $74
MV Capital Management, Inc. 0.00% New 1 $38
Parkworth Wealth Management, Inc. 0.00% No change 1 $37
Picton Mahoney Asset Management 0.00% No change 11 $0

"% of holder's portfolio" is ECG's weight in each manager's 13F, not the share of Everus Construction Group the manager owns.