Enterprise Financial ServiceEFSC
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 266 institutions reported holding Enterprise Financial Service (EFSC) in their 13F filings, up 4 from Q1 2026. 30 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($235.0M), Wellington Management Group LLP ($191.7M) and Dimensional Fund Advisors LP ($147.0M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Enterprise Financial Service
- CUSIP
- 293712105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $16.3M |
| Exits | 25 | $52.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,539,436 shares bought and 2,463,301 shares sold, net +76,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| BlackRock, Inc. | 0.00% | Add +5.1% | 3,567,204 | $235.0M |
| Wellington Management Group LLP | 0.03% | Reduce -10.5% | 2,909,537 | $191.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.9% | 2,231,244 | $147.0M |
| State Street Corp. | 0.00% | Add +18.4% | 1,603,494 | $105.6M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.1% | 1,563,290 | $103.0M |
| Earnest Partners LLC | 0.33% | Reduce -3.7% | 1,392,133 | $91.7M |
| American Century Companies Inc. | 0.04% | Add +15.2% | 1,212,761 | $79.9M |
| Geode Capital Management, LLC | 0.00% | Add +5.0% | 980,654 | $64.6M |
| Nomura Asset Management International Inc. | 0.09% | Reduce -4.1% | 929,832 | $61.3M |
| First Trust Advisors LP | 0.04% | Reduce -25.2% | 917,310 | $60.4M |
| PL Capital Advisors, LLC | 13.43% | No change | 733,329 | $48.3M |
| Jennison Associates LLC | 0.03% | Add +15.2% | 700,312 | $46.1M |
| Western Financial Corp | 11.09% | Reduce -0.3% | 575,021 | $37.9M |
| Vanguard Portfolio Management LLC | 0.00% | Add +6.2% | 570,530 | $37.6M |
| Enterprise Financial Services Corp | 13.77% | Add +53.9% | 511,960 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 440,943 | $29.0M |
| Northern Trust Corp. | 0.00% | Add +5.5% | 388,556 | $25.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +33.1% | 359,537 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Add +30.1% | 349,718 | $23.2M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -27.3% | 346,149 | $22.8M |
| Bank of America Corp. | 0.00% | Reduce -13.2% | 344,784 | $22.7M |
| Bridgeway Capital Management, LLC | 0.34% | Reduce -1.2% | 292,272 | $19.3M |
| Endeavour Capital Advisors Inc. | 3.82% | Add +0.1% | 282,702 | $18.6M |
| Fisher Asset Management | 0.00% | Add +84.2% | 245,348 | $16.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.8% | 241,642 | $15.9M |
| Aptus Capital Advisors, LLC | 0.11% | Add +0.6% | 238,081 | $15.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +1.4% | 220,944 | $14.6M |
| Raymond James Financial Inc. | 0.00% | Add +379.7% | 214,287 | $14.1M |
| Kennedy Capital Management LLC | 0.24% | Reduce -2.9% | 208,915 | $13.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +19.5% | 194,487 | $12.8M |
| Glenmede Trust Co. NA | 0.05% | Reduce -3.9% | 179,211 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 173,266 | $11.4M |
| Empowered Funds, LLC | 0.06% | Add +4.2% | 163,572 | $10.8M |
| Two Sigma Investments, LP | 0.01% | Add +215.2% | 156,410 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +76.3% | 143,111 | $9.4M |
| Millennium Management | 0.01% | Add +44.7% | 140,377 | $9.2M |
| Denali Advisors LLC | 0.90% | Reduce -4.0% | 135,100 | $8.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +5.7% | 134,380 | $8.9M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 129,769 | $8.5M |
| CSM Advisors, LLC | 0.18% | Add +70.4% | 129,549 | $8.5M |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 122,203 | $8.1M |
| Boston Partners | 0.01% | Reduce -3.8% | 100,729 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -11.9% | 100,109 | $6.6M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -4.5% | 99,578 | $6.6M |
| Phocas Financial Corp. | 0.91% | Reduce -5.0% | 99,188 | $6.5M |
| Trexquant Investment LP | 0.04% | Add +76.6% | 92,615 | $6.1M |
| Citadel Advisors | 0.00% | Add +138.7% | 92,558 | $6.1M |
| NFJ Investment Group, LLC | 0.20% | Reduce -48.3% | 90,965 | $6.0M |
| Emerald Investment Advisers, LLC | 0.39% | Add +4.0% | 89,897 | $5.9M |
| Nuveen, LLC | 0.00% | Reduce -65.7% | 88,748 | $5.8M |
| Plancorp, LLC | 0.14% | Reduce -5.2% | 87,704 | $5.8M |
| Marshall Wace, LLP | 0.00% | Add +81.6% | 83,780 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.2% | 81,285 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 80,343 | $5.3M |
| Peregrine Capital Management LLC | 0.17% | Reduce -8.1% | 77,544 | $5.1M |
| AQR Capital Management | 0.00% | Add +52.4% | 75,514 | $5.0M |
| Swiss National Bank | 0.00% | Add +1.4% | 73,964 | $4.9M |
| Creative Planning | 0.00% | Add +24.1% | 72,243 | $4.8M |
| New York State Common Retirement Fund | 0.01% | No change | 68,451 | $4.5M |
| D. E. Shaw & Co. | 0.00% | Add +303.9% | 67,731 | $4.5M |
| Sei Investments Co. | 0.00% | Reduce -23.5% | 60,830 | $4.0M |
| Vest Financial, LLC | 0.04% | Reduce -32.5% | 60,333 | $4.0M |
| Quantinno Capital Management LP | 0.00% | Add +32.1% | 54,559 | $3.6M |
| Rhumbline Advisers | 0.00% | Add +3.7% | 53,431 | $3.5M |
| UBS Group AG | 0.00% | Reduce -20.7% | 50,952 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.6% | 50,589 | $3.3M |
| Citigroup Inc. | 0.00% | Add +118.1% | 49,858 | $3.3M |
| Invesco Ltd. | 0.00% | Reduce -12.1% | 49,592 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +57.4% | 48,432 | $3.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -27.0% | 48,067 | $3.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 46,519 | $3.1M |
| Maltese Capital Management LLC | 0.55% | Reduce -6.6% | 45,000 | $3.0M |
| Occudo Quantitative Strategies LP | 0.15% | Add +163.1% | 43,954 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +21.8% | 42,916 | $2.8M |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 40,870 | $2.7M |
| MAI Capital Management | 0.01% | Add +1.1% | 40,791 | $2.7M |
| RBF Capital, LLC | 0.11% | No change | 40,700 | $2.7M |
| GW&K Investment Management, LLC | 0.02% | Reduce -0.8% | 39,693 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +18.9% | 38,961 | $2.6M |
| XTX Topco Ltd | 0.03% | Add +85.2% | 37,293 | $2.5M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +9.9% | 35,922 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Add +15.2% | 43,013 | $2.3M |
| First Manhattan Co. Llc. | 0.01% | Reduce -11.1% | 34,466 | $2.3M |
| Midwest Trust Co | 0.02% | Reduce -0.6% | 33,389 | $2.2M |
| Assetmark, Inc. | 0.00% | New | 31,154 | $2.1M |
| Acropolis Investment Management, LLC | 0.08% | No change | 31,105 | $2.0M |
| Dark Forest Capital Management LP | 0.13% | Add +110.0% | 30,882 | $2.0M |
| Atom Investors LP | 0.18% | New | 30,731 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 30,629 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 30,425 | $2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +11.9% | 27,575 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Reduce -9.0% | 26,716 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +86.3% | 25,677 | $1.7M |
| Mariner, LLC | 0.00% | Add +148.4% | 25,674 | $1.7M |
| Barclays PLC | 0.00% | Reduce -17.9% | 25,355 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 24,197 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +0.3% | 24,132 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 23,317 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -2.0% | 22,931 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 22,046 | $1.5M |
| Rafferty Asset Management, LLC | 0.00% | Add +5.3% | 21,721 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 21,603 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Add +8.6% | 21,498 | $1.4M |
| Vanguard Global Advisers, LLC | 0.00% | No change | 21,481 | $1.4M |
| Quadrature Capital Ltd | 0.01% | New | 20,371 | $1.3M |
| Visionary Wealth Advisors | 0.05% | Reduce -36.1% | 19,800 | $1.3M |
| Entropy Technologies, LP | 0.05% | Add +229.5% | 19,660 | $1.3M |
| Knights of Columbus Asset Advisors LLC | 0.06% | Add +0.5% | 19,591 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -14.3% | 19,236 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.9% | 18,779 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 17,373 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.1% | 17,006 | $1.1M |
| STRS Ohio | 0.00% | Add +3.1% | 16,700 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +48.2% | 16,664 | $1.1M |
| Jupiter Topco LLC | 0.00% | — | 16,575 | $1.1M |
| Panagora Asset Management Inc. | 0.00% | Reduce -29.3% | 16,395 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +221.4% | 16,037 | $1.1M |
| HRT Financial LP | 0.00% | Reduce -64.2% | 15,948 | $1.1M |
| Inceptionr LLC | 0.25% | Add +74.5% | 15,744 | $1.0M |
| Choreo, LLC | 0.01% | Add +3.5% | 15,570 | $1.0M |
| Brevan Howard Capital Management LP | 0.01% | Add +238.0% | 15,022 | $990K |
| Globeflex Capital L P | 0.12% | No change | 14,579 | $960K |
| Allianz Asset Management GmbH | 0.00% | New | 14,494 | $955K |
| Cambria Investment Management, L.P. | 0.05% | Add +11.9% | 14,476 | $954K |
| Mercer Global Advisors Inc. | 0.00% | Add +48.5% | 14,422 | $950K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +35.7% | 13,946 | $919K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -44.6% | 13,651 | $899K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.1% | 13,564 | $894K |
| Busey Bank | 0.02% | Reduce -11.1% | 13,557 | $893K |
| Gsa Capital Partners LLP | 0.05% | New | 11,610 | $765K |
| Benjamin Edwards Inc. | 0.01% | New | 11,547 | $761K |
| Aquatic Capital Management LLC | 0.03% | Add +216.9% | 11,307 | $745K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +7.0% | 10,891 | $717K |
| Curi Capital, LLC | 0.01% | Add +0.1% | 10,678 | $703K |
| Commerce Bank | 0.00% | Reduce -50.3% | 10,665 | $703K |
| Teacher Retirement System of Texas | 0.00% | Add +0.6% | 10,256 | $676K |
| FJ Capital Management LLC | 0.09% | No change | 10,182 | $671K |
| Arizona State Retirement System | 0.00% | No change | 10,166 | $670K |
| State of Wisconsin Investment Board | 0.00% | Reduce -23.4% | 9,844 | $649K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,537 | $628K |
| Cetera Investment Advisers | 0.00% | Add +0.8% | 9,513 | $627K |
| Keybank National Association | 0.00% | Add +21.4% | 9,257 | $610K |
| FMR LLC | 0.00% | Add +7.4% | 8,373 | $552K |
| Meramec Financial Planners, LLC | 0.20% | Add +38.1% | 8,337 | $547K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,300 | $547K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 8,226 | $542K |
| Captrust Financial Advisors | 0.00% | Add +9.3% | 8,102 | $534K |
| Jag Capital Management, LLC | 0.05% | Add +0.0% | 7,906 | $521K |
| Intech Investment Management LLC | 0.00% | Reduce -14.3% | 7,861 | $518K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,724 | $509K |
| Mirabella Financial Services LLP | 0.05% | Add +32.1% | 7,583 | $500K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +3.9% | 7,407 | $496K |
| Royal Bank of Canada | 0.00% | Reduce -15.2% | 7,284 | $480K |
| Voya Investment Management LLC | 0.00% | Add +7.2% | 7,162 | $472K |
| Jain Global LLC | 0.01% | New | 6,845 | $451K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.1% | 6,782 | $447K |
| Magnetar Financial LLC | 0.00% | Reduce -41.9% | 6,705 | $442K |
| Cerity Partners LLC | 0.00% | Add +20.4% | 6,551 | $432K |
| Courier Capital LLC | 0.02% | No change | 6,416 | $423K |
| Lido Advisors, LLC | 0.00% | Reduce -68.6% | 6,416 | $423K |
| LPL Financial LLC | 0.00% | Add +15.1% | 6,214 | $409K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.1% | 6,204 | $409K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,190 | $408K |
| Connable Office Inc. | 0.04% | Reduce -6.7% | 6,164 | $406K |
| Sterling Capital Management LLC | 0.01% | Reduce -7.1% | 6,149 | $405K |
| Canada Pension Plan Investment Board | 0.00% | No change | 6,000 | $395K |
| First Foundation Advisors | 0.01% | No change | 5,870 | $387K |
| Cullen Capital Management, LLC | 0.00% | Reduce -3.3% | 5,821 | $383K |
| Weaver Consulting Group | 0.08% | No change | 5,612 | $370K |
| Focus Partners Wealth | 0.00% | Reduce -20.1% | 5,528 | $364K |
| Trilogy Capital Inc. | 0.01% | No change | 5,468 | $360K |
| Cornerstone Planning, LLC | 0.08% | No change | 5,178 | $341K |
| Jump Financial, LLC | 0.00% | New | 4,928 | $325K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.6% | 4,871 | $321K |
| Capstone Investment Advisors, LLC | 0.00% | New | 4,839 | $319K |
| ProShare Advisors LLC | 0.00% | Reduce -9.1% | 4,835 | $319K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.2% | 4,797 | $316K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -0.5% | 4,592 | $303K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.0% | 4,538 | $295K |
| Quantbot Technologies LP | 0.01% | Reduce -58.7% | 4,414 | $291K |
| Victory Capital Management Inc. | 0.00% | Add +0.6% | 4,153 | $274K |
| Holocene Advisors, LP | 0.00% | New | 4,149 | $273K |
| Dakota Wealth Management | 0.01% | No change | 4,048 | $267K |
| Aigen Investment Management, LP | 0.07% | New | 4,043 | $266K |
| Federated Hermes, Inc. | 0.00% | Add +21.4% | 4,007 | $264K |
| US Bancorp \de | 0.00% | Reduce -5.5% | 3,818 | $252K |
| &partners | 0.00% | New | 3,663 | $241K |
| DRW Securities, LLC | 0.01% | New | 3,571 | $235K |
| Neuberger Berman Group LLC | 0.00% | New | 3,570 | $235K |
| Atria Investments, Inc | 0.00% | Reduce -14.5% | 3,556 | $234K |
| Larson Financial Group LLC | 0.01% | Add +50642.9% | 3,552 | $234K |
| Xponance LLC | 0.00% | New | 3,547 | $234K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.5% | 3,523 | $232K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,506 | $231K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +9.3% | 3,351 | $221K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 3,276 | $215K |
| Acadian Asset Management LLC | 0.00% | New | 3,157 | $207K |
| Bailard, Inc. | 0.00% | Reduce -79.2% | 3,100 | $204K |
| Daytona Street Capital LLC | 0.13% | No change | 2,830 | $185K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +12.1% | 2,612 | $172K |
| Atwood & Palmer Inc. | 0.01% | No change | 2,460 | $162K |
| Fifth Third Bancorp | 0.00% | Add +8.1% | 2,172 | $143K |
| State of Alaska, Department of Revenue | 0.00% | No change | 1,672 | $110K |
| KBC Group NV | 0.00% | No change | 1,542 | $102K |
| Rockefeller Capital Management L.P. | 0.00% | Add +67.9% | 1,217 | $80K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,100 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | Add +261.6% | 998 | $66K |
| Arax Advisory Partners | 0.00% | Add +2183.3% | 959 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.2% | 918 | $60K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.6% | 908 | $60K |
| Nisa Investment Advisors, LLC | 0.00% | Add +183.8% | 772 | $51K |
| Nykredit A/S | 0.00% | — | 587 | $39K |
| Jones Financial Companies LLLP | 0.00% | Add +8.6% | 530 | $35K |
| Emerald Advisers, LLC | 0.00% | No change | 530 | $35K |
| Versant Capital Management, Inc | 0.00% | No change | 511 | $34K |
| Signaturefd, LLC | 0.00% | Reduce -41.1% | 475 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 447 | $30K |
| First Horizon Corp. | 0.00% | Reduce -28.1% | 394 | $26K |
| GAMMA Investing LLC | 0.00% | Add +186.5% | 361 | $24K |
| Fiduciary Advisors, Inc. | 0.01% | Add +0.7% | 303 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 265 | $18K |
| Optiver Holding B.V. | 0.00% | Add +131.5% | 250 | $16K |
| Kemnay Advisory Services Inc. | 0.00% | Add +23.0% | 246 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -53.5% | 221 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 214 | $14K |
| Los Angeles Capital Management LLC | 0.00% | No change | 202 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 157 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +34.4% | 129 | $9K |
| Allworth Financial LP | 0.00% | Reduce -80.8% | 121 | $8K |
| IFP Advisors, Inc | 0.00% | Add +34.6% | 109 | $7K |
| New York State Teachers Retirement System | 0.00% | New | 100 | $7K |
| True Wealth Design, LLC | 0.00% | No change | 103 | $7K |
| Quarry LP | 0.00% | Reduce -12.8% | 89 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 73 | $5K |
| Rothschild Investment LLC | 0.00% | Add +76.5% | 60 | $4K |
| Bare Financial Services, Inc | 0.00% | No change | 58 | $4K |
| Parallel Advisors, LLC | 0.00% | No change | 54 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -40.8% | 45 | $3K |
| Summit Securities Group LLC | 0.00% | Reduce -85.4% | 43 | $3K |
| Essential Partners LLC | 0.00% | Reduce -29.1% | 39 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 30 | $2K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 29 | $2K |
| TD Capital Management LLC | 0.00% | No change | 28 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 23 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $2K |
| Westfuller Advisors, LLC | 0.00% | No change | 23 | $2K |
| Covestor Ltd | 0.00% | Reduce -93.1% | 11 | $1K |
| Torren Management, LLC | 0.00% | No change | 12 | $762 |
| CVA Family Office, LLC | 0.00% | No change | 11 | $725 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 11 | $725 |
| LM Advisors LLC | 0.00% | Add +1748.5% | 10,832 | $714 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $659 |
| Fiduciary Financial Advisors | 0.00% | New | 7 | $462 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 7 | $461 |
| Clearstead Advisors, LLC | 0.00% | New | 6 | $396 |
| SJS Investment Consulting Inc. | 0.00% | Add +66.7% | 5 | $330 |
| Fortitude Family Office, LLC | 0.00% | No change | 5 | $329 |
| Creative Capital Management Investments LLC | 0.00% | New | 5 | $329 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 4 | $264 |
| CoreCap Advisors, LLC | 0.00% | Add +50.0% | 3 | $198 |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $198 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $132 |
| Orion Capital Management LLC | 0.00% | No change | 1 | $66 |
| Caitong International Asset Management Co., Ltd | 0.00% | No change | 1 | $66 |
| LRI Investments, LLC | 0.00% | Reduce -99.1% | 1 | $66 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is EFSC's weight in each manager's 13F, not the share of Enterprise Financial Service the manager owns.