Enterprise Financial ServiceEFSC
13F holders, Q1 2026 (March 31)262holders +18
33new positions
17sold out
7famous investors
$54.12avg. 13F price*
At the end of Q1 2026, 262 institutions reported holding Enterprise Financial Service (EFSC) in their 13F filings, up 18 from Q4 2025. 33 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($183.7M), Wellington Management Group LLP ($175.9M) and Dimensional Fund Advisors LP ($118.4M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Enterprise Financial Service
- CUSIP
- 293712105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $43.1M |
| Exits | 17 | $10.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,318,989 shares bought and 1,931,112 shares sold, net +387,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 3,394,603 | $183.7M |
| Wellington Management Group LLP | 0.03% | Add +10.1% | 3,250,131 | $175.9M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.1% | 2,188,766 | $118.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,580,057 | $85.5M |
| Earnest Partners LLC | 0.32% | Reduce -2.9% | 1,445,533 | $78.2M |
| State Street Corp. | 0.00% | Add +6.5% | 1,354,345 | $73.3M |
| First Trust Advisors LP | 0.05% | Reduce -16.6% | 1,226,799 | $66.4M |
| American Century Companies Inc. | 0.03% | Add +12.3% | 1,052,353 | $56.9M |
| Nomura Asset Management International Inc. | 0.09% | Reduce -8.3% | 969,412 | $52.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.4% | 933,735 | $50.5M |
| PL Capital Advisors, LLC | 11.97% | No change | 733,329 | $39.7M |
| Jennison Associates LLC | 0.02% | Reduce -2.2% | 607,892 | $32.9M |
| Western Financial Corp | 12.21% | Reduce -0.1% | 576,505 | $31.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 537,467 | $29.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +48.0% | 476,173 | $25.8M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -52.7% | 471,145 | $25.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.3% | 437,070 | $23.6M |
| Bank of America Corp. | 0.00% | Add +5.7% | 397,357 | $21.5M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 368,308 | $19.9M |
| Enterprise Financial Services Corp | 9.12% | Add +0.3% | 332,562 | $18.0M |
| Bridgeway Capital Management, LLC | 0.32% | Reduce -6.7% | 295,712 | $16.0M |
| Endeavour Capital Advisors Inc. | 3.47% | Add +52.5% | 282,496 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +43.8% | 270,152 | $14.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.9% | 268,907 | $14.5M |
| Nuveen, LLC | 0.00% | Add +3.4% | 259,048 | $14.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 237,362 | $12.8M |
| Aptus Capital Advisors, LLC | 0.11% | Add +1.0% | 236,638 | $12.8M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +31.7% | 217,844 | $11.8M |
| Kennedy Capital Management LLC | 0.25% | Reduce -1.6% | 215,035 | $11.6M |
| Glenmede Trust Co. NA | 0.05% | New | 186,523 | $10.1M |
| NFJ Investment Group, LLC | 0.36% | Reduce -1.4% | 175,836 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 167,178 | $9.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.7% | 162,703 | $8.8M |
| Empowered Funds, LLC | 0.05% | New | 157,012 | $8.5M |
| Denali Advisors LLC | 0.85% | No change | 140,800 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 133,561 | $7.2M |
| Fisher Asset Management | 0.00% | Add +0.1% | 133,230 | $7.2M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -0.7% | 129,103 | $7.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.3% | 127,113 | $6.9M |
| Jane Street Group, LLC | 0.01% | New | 120,129 | $6.5M |
| Franklin Resources Inc. | 0.00% | Add +119.9% | 119,990 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +219.3% | 113,668 | $6.2M |
| Boston Partners | 0.01% | Reduce -3.3% | 104,676 | $5.7M |
| Phocas Financial Corp. | 0.89% | Reduce -21.8% | 104,362 | $5.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +9.0% | 104,240 | $5.6M |
| Plancorp, LLC | 0.15% | Add +0.0% | 92,536 | $5.4M |
| Millennium Management | 0.00% | Reduce -7.7% | 96,998 | $5.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.0% | 89,474 | $4.8M |
| Vest Financial, LLC | 0.06% | Reduce -14.2% | 89,386 | $4.8M |
| Emerald Investment Advisers, LLC | 0.42% | — | 86,410 | $4.7M |
| Peregrine Capital Management LLC | 0.17% | Reduce -8.8% | 84,335 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -25.8% | 81,172 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 80,959 | $4.4M |
| Sei Investments Co. | 0.00% | Add +15.1% | 79,512 | $4.3M |
| CSM Advisors, LLC | 0.10% | Add +570.2% | 76,007 | $4.1M |
| Swiss National Bank | 0.00% | No change | 72,964 | $3.9M |
| New York State Common Retirement Fund | 0.01% | No change | 68,451 | $3.7M |
| Point72 Asset Management | 0.01% | New | 66,270 | $3.6M |
| SG Americas Securities, LLC | 0.00% | Add +123.1% | 65,832 | $3.6M |
| UBS Group AG | 0.00% | Reduce -10.8% | 64,232 | $3.5M |
| Creative Planning | 0.00% | Add +15.4% | 58,189 | $3.1M |
| Invesco Ltd. | 0.00% | Add +6.7% | 56,442 | $3.1M |
| Trexquant Investment LP | 0.02% | New | 52,432 | $2.8M |
| Rhumbline Advisers | 0.00% | Reduce -1.5% | 51,515 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Add +643.0% | 49,631 | $2.7M |
| AQR Capital Management | 0.00% | Reduce -2.8% | 49,544 | $2.7M |
| Maltese Capital Management LLC | 0.52% | Reduce -13.3% | 48,175 | $2.6M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 46,519 | $2.5M |
| Marshall Wace, LLP | 0.00% | Add +534.1% | 46,142 | $2.5M |
| HRT Financial LP | 0.01% | New | 44,569 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -45.3% | 44,673 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.0% | 43,027 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +371.9% | 41,295 | $2.2M |
| RBF Capital, LLC | 0.11% | No change | 40,700 | $2.2M |
| MAI Capital Management | 0.01% | Add +0.2% | 40,353 | $2.2M |
| GW&K Investment Management, LLC | 0.02% | Reduce -4.2% | 40,010 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +542.9% | 39,597 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | No change | 38,785 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -20.2% | 38,778 | $2.1M |
| Alliancebernstein L.P. | 0.00% | No change | 37,343 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 35,225 | $1.9M |
| Midwest Trust Co | 0.02% | Reduce -13.1% | 33,589 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +12.9% | 32,771 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.18% | No change | 32,696 | $1.8M |
| Acropolis Investment Management, LLC | 0.07% | No change | 31,105 | $1.7M |
| Visionary Wealth Advisors | 0.07% | Reduce -19.5% | 30,987 | $1.7M |
| Barclays PLC | 0.00% | Reduce -60.5% | 30,900 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +12.9% | 30,762 | $1.7M |
| Tudor Investment Corporation | 0.01% | Reduce -58.6% | 30,199 | $1.6M |
| Legal & General Group Plc | 0.00% | Reduce -16.6% | 30,100 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -0.9% | 29,371 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +1.9% | 25,327 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | Add +20.8% | 24,644 | $1.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 24,644 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 24,118 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.0% | 24,061 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.9% | 23,402 | $1.3M |
| Panagora Asset Management Inc. | 0.00% | No change | 23,195 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.1% | 22,962 | $1.2M |
| William Blair Investment Management, LLC | 0.00% | Reduce -90.7% | 22,933 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -7.4% | 22,863 | $1.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +13.9% | 22,460 | $1.2M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -9.5% | 21,483 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 21,481 | $1.2M |
| Commerce Bank | 0.01% | No change | 21,465 | $1.2M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -12.1% | 20,632 | $1.1M |
| Lido Advisors, LLC | 0.00% | Add +220.4% | 20,409 | $1.1M |
| XTX Topco Ltd | 0.02% | New | 20,134 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.1% | 19,800 | $1.1M |
| Knights of Columbus Asset Advisors LLC | 0.06% | Add +0.0% | 19,490 | $1.1M |
| Occudo Quantitative Strategies LP | 0.05% | New | 16,707 | $966K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.3% | 17,562 | $950K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +28.8% | 17,373 | $940K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 17,196 | $930K |
| D. E. Shaw & Co. | 0.00% | New | 16,768 | $907K |
| Janus Henderson Group PLC | 0.00% | No change | 16,575 | $897K |
| STRS Ohio | 0.00% | Add +51.4% | 16,200 | $877K |
| Busey Bank | 0.02% | Reduce -0.7% | 15,241 | $825K |
| Choreo, LLC | 0.01% | Add +79.3% | 15,044 | $814K |
| Bailard, Inc. | 0.02% | Add +198.0% | 14,900 | $806K |
| Dark Forest Capital Management LP | 0.07% | New | 14,707 | $796K |
| Globeflex Capital L P | 0.12% | No change | 14,579 | $789K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -30.6% | 14,340 | $776K |
| Stifel Financial Corp. | 0.00% | Reduce -33.1% | 13,783 | $746K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.1% | 13,556 | $734K |
| Cambria Investment Management, L.P. | 0.04% | Add +10.6% | 12,940 | $700K |
| State of Wisconsin Investment Board | 0.00% | New | 12,846 | $695K |
| Magnetar Financial LLC | 0.01% | New | 11,532 | $624K |
| BNP Paribas Financial Markets | 0.00% | Add +39.9% | 11,242 | $608K |
| Quantbot Technologies LP | 0.02% | Reduce -6.8% | 10,678 | $578K |
| Curi Capital, LLC | 0.01% | New | 10,668 | $577K |
| Mariner, LLC | 0.00% | Reduce -9.4% | 10,336 | $559K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,275 | $556K |
| Teacher Retirement System of Texas | 0.00% | Reduce -3.4% | 10,196 | $552K |
| FJ Capital Management LLC | 0.06% | New | 10,182 | $551K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 10,181 | $551K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 10,166 | $550K |
| Clayton Financial Group LLC | 0.28% | No change | 10,000 | $541K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.9% | 9,715 | $526K |
| Handelsbanken Fonder AB | 0.00% | Add +30.0% | 9,537 | $516K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -76.1% | 9,516 | $515K |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 9,434 | $510K |
| VARCOV Co. | 0.19% | New | 9,234 | $500K |
| Jefferies Financial Group Inc. | 0.01% | New | 9,233 | $500K |
| Intech Investment Management LLC | 0.00% | Reduce -42.6% | 9,174 | $496K |
| Inceptionr LLC | 0.12% | New | 9,023 | $488K |
| Royal Bank of Canada | 0.00% | Add +311.3% | 8,591 | $464K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -85.7% | 8,377 | $453K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +2.7% | 8,352 | $452K |
| KLP Kapitalforvaltning As | 0.00% | Add +5.1% | 8,300 | $449K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 8,226 | $445K |
| Jag Capital Management, LLC | 0.05% | Reduce -35.1% | 7,905 | $428K |
| FMR LLC | 0.00% | Add +4.4% | 7,793 | $422K |
| Keybank National Association | 0.00% | Reduce -4.7% | 7,623 | $412K |
| Captrust Financial Advisors | 0.00% | New | 7,412 | $401K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +11.5% | 7,128 | $390K |
| Focus Partners Wealth | 0.00% | Add +3.0% | 6,916 | $374K |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 6,680 | $361K |
| Sterling Capital Management LLC | 0.01% | Reduce -37.8% | 6,621 | $358K |
| Connable Office Inc. | 0.04% | Reduce -16.4% | 6,607 | $358K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 6,576 | $356K |
| Meramec Financial Planners, LLC | 0.14% | No change | 6,036 | $353K |
| Courier Capital LLC | 0.02% | No change | 6,416 | $347K |
| Pictet Asset Management Holding SA | 0.00% | Add +17.6% | 6,190 | $335K |
| Pure Financial Advisors, LLC | 0.00% | Add +0.4% | 6,134 | $332K |
| Cullen Capital Management, LLC | 0.00% | Reduce -9.9% | 6,017 | $326K |
| Canada Pension Plan Investment Board | 0.00% | No change | 6,000 | $325K |
| Entropy Technologies, LP | 0.01% | Add +29.7% | 5,966 | $323K |
| First Foundation Advisors | 0.01% | No change | 5,870 | $318K |
| Mirabella Financial Services LLP | 0.03% | Reduce -24.1% | 5,741 | $311K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.3% | 5,614 | $304K |
| Weaver Consulting Group | 0.07% | No change | 5,612 | $304K |
| Trilogy Capital Inc. | 0.01% | No change | 5,468 | $296K |
| Cerity Partners LLC | 0.00% | Add +6.6% | 5,442 | $294K |
| LPL Financial LLC | 0.00% | Reduce -14.3% | 5,399 | $292K |
| ProShare Advisors LLC | 0.00% | Reduce -20.7% | 5,319 | $288K |
| Cornerstone Planning, LLC | 0.06% | Reduce -9.9% | 5,178 | $280K |
| Engineers Gate Manager LP | 0.00% | New | 4,990 | $270K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.6% | 4,840 | $262K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -1.8% | 4,786 | $259K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 4,494 | $259K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -1.4% | 4,615 | $250K |
| Brevan Howard Capital Management LP | 0.00% | New | 4,444 | $239K |
| Atria Investments, Inc | 0.00% | Reduce -0.7% | 4,160 | $225K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.2% | 4,128 | $223K |
| Dakota Wealth Management | 0.00% | No change | 4,048 | $219K |
| US Bancorp \de | 0.00% | Add +1.7% | 4,041 | $219K |
| Aquatic Capital Management LLC | 0.01% | Reduce -60.7% | 3,568 | $193K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -12.4% | 3,542 | $192K |
| Federated Hermes, Inc. | 0.00% | Add +14.2% | 3,300 | $179K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,276 | $178K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,066 | $166K |
| Daytona Street Capital LLC | 0.12% | No change | 2,830 | $156K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,460 | $133K |
| Quadrant Capital Group LLC | 0.00% | Add +4.0% | 2,410 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +86.4% | 2,330 | $126K |
| Fifth Third Bancorp | 0.00% | New | 2,010 | $109K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,672 | $90K |
| KBC Group NV | 0.00% | No change | 1,542 | $83K |
| Cwm, LLC | 0.00% | Reduce -21.6% | 1,363 | $74K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,100 | $60K |
| Freestone Grove Partners LP | 0.00% | New | 936 | $51K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +42.0% | 876 | $47K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 833 | $45K |
| Signaturefd, LLC | 0.00% | Reduce -0.7% | 806 | $44K |
| Rockefeller Capital Management L.P. | 0.00% | Add +93.8% | 725 | $39K |
| Allworth Financial LP | 0.00% | Add +1929.0% | 629 | $34K |
| Wellington Grp LLC | 0.01% | Reduce -8.4% | 598 | $32K |
| Opal Wealth Advisors, LLC | 0.01% | New | 554 | $30K |
| First Horizon Corp. | 0.00% | Reduce -22.6% | 548 | $30K |
| Emerald Advisers, LLC | 0.00% | No change | 530 | $29K |
| Versant Capital Management, Inc | 0.00% | No change | 511 | $28K |
| Jones Financial Companies LLLP | 0.00% | Add +24.5% | 488 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.1% | 475 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Add +32.3% | 447 | $24K |
| Fiduciary Advisors, Inc. | 0.01% | Add +0.7% | 301 | $16K |
| Summit Securities Group LLC | 0.01% | New | 295 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.7% | 276 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 272 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 265 | $14K |
| Eastern Bank | 0.00% | No change | 228 | $12K |
| UMB Bank, n.a. | 0.00% | No change | 214 | $12K |
| Los Angeles Capital Management LLC | 0.00% | No change | 202 | $11K |
| LM Advisors LLC | 0.06% | Add +0.2% | 586 | $11K |
| Kemnay Advisory Services Inc. | 0.00% | New | 200 | $11K |
| Covestor Ltd | 0.01% | Add +3.2% | 160 | $8K |
| GAMMA Investing LLC | 0.00% | Add +63.6% | 126 | $7K |
| LRI Investments, LLC | 0.00% | No change | 110 | $6K |
| Optiver Holding B.V. | 0.00% | Add +3.9% | 108 | $6K |
| Root Financial Partners, LLC | 0.00% | Add +143.2% | 107 | $6K |
| True Wealth Design, LLC | 0.00% | Reduce -4.6% | 103 | $6K |
| Quarry LP | 0.00% | Reduce -5.6% | 102 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.1% | 96 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 81 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 76 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -18.0% | 73 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +152.2% | 58 | $3K |
| Essential Partners LLC | 0.00% | Reduce -14.1% | 55 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 54 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 45 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -49.4% | 42 | $2K |
| Rothschild Investment LLC | 0.00% | Add +54.5% | 34 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 30 | $2K |
| TD Capital Management LLC | 0.00% | New | 28 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $1K |
| Westfuller Advisors, LLC | 0.00% | Reduce -30.3% | 23 | $1K |
| Torren Management, LLC | 0.00% | Add +9.1% | 12 | $622 |
| CVA Family Office, LLC | 0.00% | New | 11 | $595 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +120.0% | 11 | $595 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $542 |
| Blue Trust, Inc. | 0.00% | New | 8 | $433 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $379 |
| Larson Financial Group LLC | 0.00% | Add +75.0% | 7 | $379 |
| Fortitude Family Office, LLC | 0.00% | Add +150.0% | 5 | $271 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $163 |
| National Bank of Canada | 0.00% | New | 2 | $108 |
| CoreCap Advisors, LLC | 0.00% | New | 2 | $108 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $55 |
| Orion Capital Management LLC | 0.00% | No change | 1 | $54 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $54 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $54 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $54 |
"% of holder's portfolio" is EFSC's weight in each manager's 13F, not the share of Enterprise Financial Service the manager owns.