Erie Indemnity Company Class AERIE

13F holders, Q1 2024 (March 31)
316holders
5famous investors
$400.51avg. 13F price*

At the end of Q1 2024, 316 institutions reported holding Erie Indemnity Company Class A (ERIE) in their 13F filings. The largest holders were PNC Financial Services Group, Inc. ($2.0B), Vanguard Group Inc. ($994.8M) and BlackRock Inc. ($994.1M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Erie Indemnity Company Class A
Sector
Finance
CUSIP
29530P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 316Q1 2024Q2 2024: 310Q2 2024Q3 2024: 371Q3 2024Q4 2024: 398Q4 2024Q1 2025: 413Q1 2025Q2 2025: 411Q2 2025Q3 2025: 420Q3 2025Q4 2025: 423Q4 2025Q1 2026: 403Q1 2026Q2 2026: 441Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions46$44.7M
Exits30$67.5M

Ownership 316 holders

PNC Financial Services Group, Inc. 1.37% Reduce 0.0% 4,911,591 $2.0B
Vanguard Group Inc. 0.02% Add +0.0% 2,477,292 $994.8M
BlackRock Inc. 0.02% Reduce -0.5% 2,475,471 $994.1M
State Street Corp. 0.02% Add +53.6% 1,096,114 $440.2M
Franklin Resources Inc. 0.10% Reduce -4.7% 772,849 $310.4M
Geode Capital Management, LLC 0.02% Add +12.3% 470,024 $188.5M
Invesco Ltd. 0.03% Add +94.3% 294,338 $118.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -8.7% 276,466 $111.0M
Bank of New York Mellon Corp 0.02% Reduce -3.7% 200,990 $80.7M
Dimensional Fund Advisors LP 0.02% Reduce -17.0% 186,914 $75.1M
APG Asset Management N.V. 0.11% Reduce -4.8% 167,492 $62.3M
Northern Trust Corp. 0.01% Reduce -12.9% 151,351 $60.8M
Atlantic Union Bankshares Corp 4.96% No change 146,552 $58.9M
Goldman Sachs Group Inc. 0.01% Reduce -4.4% 141,474 $56.8M
Morgan Stanley 0.00% Add +4.2% 139,173 $55.9M
Charles Schwab Investment Management Inc. 0.01% Add +0.5% 136,616 $54.9M
JPMorgan Chase & Co. 0.00% Add +12.4% 119,872 $48.1M
Legal & General Group Plc 0.01% Reduce -5.6% 105,926 $42.5M
Principal Financial Group Inc. 0.02% Add +1.9% 99,148 $39.8M
Caisse de depot et placement du Quebec 0.09% Add +37.2% 89,221 $35.8M
ProShare Advisors LLC 0.09% Add +6644.7% 88,491 $35.5M
Swiss National Bank 0.02% Reduce -3.9% 76,120 $30.6M
Columbia Asset Management 6.11% No change 89,978 $30.1M
Truist Financial Corp. 0.04% Reduce -21.4% 69,725 $28.0M
Allegheny Financial Group 8.15% Reduce -6.5% 65,730 $26.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -5.7% 63,599 $25.5M
Credit Suisse AG/ 0.02% Add +1.0% 61,219 $24.6M
Amundi 0.01% Add +5.6% 62,251 $23.7M
Teachers Retirement System of the State of Kentucky 0.21% Reduce -8.5% 57,645 $23.1M
Rhumbline Advisers 0.02% Add +8.2% 49,673 $19.9M
Susquehanna Portfolio Strategies, LLC 0.43% Reduce -1.0% 46,100 $18.5M
Citigroup Inc. 0.02% Reduce -45.2% 44,426 $17.8M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -5.4% 37,698 $15.1M
California State Teachers Retirement System 0.02% Add +7.3% 37,113 $14.9M
Erste Asset Management GmbH 0.20% Reduce -8.7% 37,000 $14.9M
Citadel Advisors 0.01% Add +854.3% 36,379 $14.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +14.0% 35,332 $14.2M
Barclays PLC 0.01% Reduce -22.1% 34,762 $14.0M
Fort Pitt Capital Group, LLC 0.43% New 34,500 $13.9M
Man Group plc 0.04% Add +24.6% 34,267 $13.8M
Robeco Institutional Asset Management B.V. 0.03% Add +16.8% 33,583 $13.5M
American International Group, Inc. 0.05% Reduce -2.0% 32,810 $13.2M
Deutsche Bank AG 0.01% Add +3.2% 32,024 $12.9M
Envestnet Asset Management Inc. 0.00% Add +1.9% 31,522 $12.7M
Retirement Systems of Alabama 0.05% Add +0.3% 31,321 $12.6M
Bank of America Corp. 0.00% Add +128.6% 30,491 $12.2M
Rehmann Capital Advisory Group 0.90% No change 30,058 $12.1M
Alliancebernstein L.P. 0.00% Add +13.6% 28,520 $11.5M
Andra AP-fonden 0.19% Add +5.8% 27,200 $10.9M
CANADA LIFE ASSURANCE Co 0.02% Reduce -9.7% 27,093 $10.9M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 26,848 $10.8M
Ensign Peak Advisors, Inc 0.02% Add +2.0% 25,391 $10.2M
UBS Group AG 0.00% Reduce -21.4% 25,380 $10.2M
AQR Capital Management 0.02% Reduce -9.7% 22,637 $9.1M
Royce & Associates LP 0.08% No change 22,600 $9.1M
Texas Permanent School Fund Corp. 0.07% Add +1.3% 21,829 $8.8M
DNB Asset Management AS 0.04% New 20,858 $8.4M
Gotham Asset Management 0.12% Reduce -5.7% 19,110 $7.7M
Victory Capital Management Inc. 0.01% Reduce -11.3% 18,368 $7.4M
Manufacturers Life Insurance Company, The 0.01% Reduce -15.4% 17,801 $7.1M
State of Wisconsin Investment Board 0.02% Add +35.0% 17,689 $7.1M
First Trust Advisors LP 0.01% Reduce -91.9% 17,687 $7.1M
BNP Paribas Financial Markets 0.01% Reduce -38.1% 17,522 $7.0M
State Board of Administration of Florida Retirement System 0.02% Add +2452.0% 29,909 $6.9M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.08% Add +1.2% 16,954 $6.8M
HBK Sorce Advisory LLC 0.24% Add +30.9% 16,931 $6.8M
Russell Investments Group, Ltd. 0.01% Add +2.6% 16,113 $6.5M
State of New Jersey Common Pension Fund D 0.02% No change 15,314 $6.1M
Mutual of America Capital Management LLC 0.06% Reduce -3.5% 14,861 $6.0M
Sei Investments Co. 0.01% Add +340.9% 14,276 $5.7M
Los Angeles Capital Management LLC 0.02% Reduce -19.9% 13,229 $5.3M
MetLife Investment Management, LLC 0.04% Reduce -2.7% 13,217 $5.3M
Danske Bank A/S 0.02% — 13,212 $5.3M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -23.6% 13,195 $5.3M
Resona Asset Management Co.,Ltd. 0.03% — 12,869 $5.2M
SG Americas Securities, LLC 0.03% Add +223.1% 12,702 $5.1M
Amalgamated Bank 0.04% Add +2.0% 12,228 $4.9M
New York State Teachers Retirement System 0.01% No change 11,193 $4.5M
Yousif Capital Management, LLC 0.05% Reduce -2.3% 11,130 $4.5M
Asset Management One Co., Ltd. 0.02% Reduce -2.3% 11,016 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -1.6% 10,905 $4.4M
Cook Wealth, LLC 2.58% New 11,149 $4.3M
Tobam 0.37% Reduce -9.5% 10,272 $4.1M
First United Bank & Trust 1.49% No change 10,000 $4.0M
Pictet Asset Management Holding SA 0.00% Add +11.8% 9,736 $3.9M
Jane Street Group, LLC 0.01% Reduce -37.9% 9,674 $3.9M
Comerica Bank 0.02% Reduce -3.6% 9,608 $3.9M
Creative Planning 0.00% Add +0.6% 9,589 $3.9M
Brown Advisory Inc. 0.01% Reduce -0.1% 9,458 $3.8M
HSBC Holdings PLC 0.00% Add +22.1% 9,436 $3.8M
T. Rowe Price Associates Inc. 0.00% Reduce -1.1% 9,362 $3.8M
State of Tennessee, Department of Treasury 0.01% Add +54.2% 7,400 $3.0M
Louisiana State Employees Retirement System 0.06% Add +2.9% 7,200 $2.9M
Arizona State Retirement System 0.02% Add +0.1% 6,987 $2.8M
Allianz Asset Management GmbH 0.00% Reduce -9.8% 6,964 $2.8M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +262.0% 6,560 $2.6M
Donaldson Capital Management, LLC 0.11% No change 6,535 $2.6M
State of Michigan Retirement System 0.01% Add +1.6% 6,532 $2.6M
Tidal Investments LLC 0.04% Add +53.3% 6,458 $2.6M
Nomura Asset Management Co. Ltd. 0.01% No change 6,430 $2.6M
American Century Companies Inc. 0.00% Add +15.0% 6,390 $2.6M
Agf Management Ltd. 0.01% Reduce -32.8% 6,271 $2.5M
Thrivent Financial for Lutherans 0.01% Add +0.3% 6,250 $2.5M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +976.6% 6,169 $2.5M
Oregon Public Employees Retirement Fund 0.05% Reduce -31.4% 6,168 $2.5M
Ontario Teachers Pension Plan Board 0.02% Reduce -0.5% 5,810 $2.3M
Pacer Advisors, Inc. 0.01% Add +54.8% 5,716 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.3% 5,564 $2.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.2% 5,517 $2.2M
Ameritas Investment Partners, Inc. 0.08% No change 5,507 $2.2M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +10.2% 5,470 $2.2M
Handelsbanken Fonder AB 0.01% No change 5,465 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -2.5% 5,421 $2.2M
IFM Investors Pty Ltd 0.02% New 5,317 $2.1M
Baker Avenue Asset Management, LP 0.08% Add +1.2% 5,204 $2.1M
Forsta Ap-Fonden 0.02% New 5,100 $2.0M
New Mexico Educational Retirement Board 0.07% No change 5,100 $2.0M
Vident Advisory, LLC 0.04% Add +344.9% 5,068 $2.0M
Pathstone Holdings, LLC 0.01% Add +1.0% 4,967 $2.0M
Bank of Montreal 0.00% Add +6.1% 4,863 $2.0M
Illinois Municipal Retirement Fund 0.03% No change 4,832 $1.9M
Bishop & Co Investment Management, LLC 0.79% No change 4,735 $1.9M
Teacher Retirement System of Texas 0.01% Reduce -74.2% 4,622 $1.9M
Rodgers Brothers Inc. 0.25% Reduce -1.1% 4,515 $1.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -7.3% 4,506 $1.8M
Mfa Wealth Advisors, LLC 0.47% No change 4,479 $1.8M
Van Eck Associates Corp. 0.00% Add +6.9% 4,427 $1.8M
MAI Capital Management 0.02% Add +0.5% 4,375 $1.8M
TD Asset Management Inc 0.00% Add +14.1% 4,055 $1.6M
Tredje AP-fonden 0.02% No change 4,022 $1.6M
Culbertson A N & Co. Inc. 0.28% Reduce -3.1% 4,014 $1.6M
Canada Pension Plan Investment Board 0.00% Reduce -20.0% 4,000 $1.6M
Blair William & Co. 0.00% No change 3,899 $1.6M
Arden Trust Co 0.22% Reduce -0.4% 3,885 $1.6M
KBC Group NV 0.00% Add +53.6% 3,755 $1.5M
Korea Investment CORP 0.00% Reduce -15.5% 3,750 $1.5M
Dorsey Wright & Associates 0.39% New 3,723 $1.5M
Vestcor Inc 0.05% Reduce -0.4% 3,675 $1.5M
Panagora Asset Management Inc. 0.01% No change 3,631 $1.5M
Public Sector Pension Investment Board 0.01% Add +1.2% 3,434 $1.4M
Toronto Dominion Bank 0.00% Reduce -20.4% 3,421 $1.4M
Achmea Investment Management B.V. 0.03% Reduce -3.0% 3,356 $1.3M
Catalyst Funds Management Pty Ltd 0.37% — 3,300 $1.3M
1832 Asset Management L.P. 0.00% New 3,292 $1.3M
Xponance LLC 0.01% Add +52.6% 3,246 $1.3M
Abacus FCF Advisors LLC 0.32% Reduce -14.4% 3,208 $1.3M
Voya Investment Management LLC 0.00% Reduce -84.9% 3,094 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -67.7% 3,060 $1.2M
Nissay Asset Management Corp. /Japan 0.01% Add +1.4% 3,059 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 3,008 $1.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +2.9% 3,007 $1.2M
Courier Capital LLC 0.09% No change 3,000 $1.2M
Storebrand Asset Management As 0.00% Reduce -37.3% 2,984 $1.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -8.4% 2,938 $1.2M
Wells Fargo & Company 0.00% Reduce -1.9% 2,856 $1.1M
DekaBank Deutsche Girozentrale 0.00% Add +2.4% 2,772 $1.1M
Econ Financial Services Corp 0.68% Reduce -0.9% 2,747 $1.1M
Huntington National Bank 0.01% No change 2,710 $1.1M
State of Alaska, Department of Revenue 0.01% Add +0.4% 2,705 $1.1M
Janney Montgomery Scott LLC 0.00% Add +17.9% 2,666 $1.1M
Pennsylvania Capital Management Inc. 0.42% No change 2,550 $1.0M
LBP Am SA 0.04% Add +81.9% 2,529 $1.0M
Bank of Nova Scotia 0.00% Reduce -9.7% 2,465 $990K
Federated Hermes, Inc. 0.00% Reduce -2.7% 2,402 $965K
Nordea Investment Management AB 0.00% Add +8.0% 2,304 $941K
XTX Topco Ltd 0.13% New 2,336 $938K
Intech Investment Management LLC 0.01% Reduce -82.0% 2,329 $935K
FMR LLC 0.00% Add +1.2% 2,306 $926K
Alpine Global Management, LLC 0.21% New 2,214 $889K
O'shaughnessy Asset Management, LLC 0.01% Add +18.3% 2,186 $878K
Laraway Financial Advisors Inc 0.76% Reduce -1.4% 2,160 $867K
Marshall Wace, LLP 0.00% New 2,148 $863K
Gulf International Bank (UK) Ltd 0.02% No change 2,135 $857K
Securian Asset Management, Inc. 0.02% No change 2,112 $848K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -17.1% 2,104 $845K
Wellington Management Group LLP 0.00% Add +7.1% 2,041 $820K
Aquatic Capital Management LLC 0.03% New 2,040 $819K
Commonwealth Equity Services, LLC 0.00% Add +15.8% 1,988 $799K
Keybank National Association 0.00% Reduce -6.2% 1,889 $759K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -9.4% 1,880 $755K
Walleye Trading LLC 0.01% New 1,789 $718K
LPL Financial LLC 0.00% Add +8.8% 1,763 $708K
CNB Bank 0.35% No change 1,763 $708K
Janus Henderson Group PLC 0.00% No change 1,753 $704K
Squarepoint Ops LLC 0.00% Reduce -59.8% 1,741 $699K
Prudential Financial Inc. 0.00% Reduce -48.9% 1,733 $696K
Daiwa Securities Group Inc. 0.00% Add +6.2% 1,719 $690K
HighTower Advisors, LLC 0.00% Reduce -8.6% 1,665 $669K
Crossmark Global Holdings, Inc. 0.01% Reduce -3.3% 1,656 $665K
Exchange Traded Concepts, LLC 0.02% Reduce -25.0% 1,519 $610K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.2% 1,498 $602K
Ade, LLC 0.40% No change 1,488 $598K
Captrust Financial Advisors 0.00% Reduce -16.3% 1,467 $589K
Ballentine Partners, LLC 0.01% Add +0.6% 1,427 $573K
Neuberger Berman Group LLC 0.00% Reduce -4.8% 1,423 $571K
Meiji Yasuda Asset Management Co Ltd. 0.02% Reduce -58.8% 1,380 $554K
Jump Financial, LLC 0.01% Reduce -56.1% 1,362 $547K
Laurion Capital Management LP 0.02% New 1,343 $539K
Formidable Asset Management, LLC 0.09% Reduce -29.8% 1,338 $537K
TriaGen Wealth Management LLC 0.22% Reduce -1.9% 1,324 $532K
Tower Research Capital LLC (TRC) 0.01% Reduce -67.9% 1,311 $526K
Concurrent Investment Advisors, LLC 0.02% New 1,255 $504K
Paloma Partners Management Co 0.10% New 1,174 $471K
Avantax Planning Partners, Inc. 0.01% New 1,140 $458K
First Trust Direct Indexing L.P. 0.03% Add +41.1% 1,102 $443K
Inspire Investing, LLC 0.04% Reduce -18.2% 1,086 $436K
Siemens Fonds Invest GmbH 0.03% New 1,084 $435K
Allspring Global Investments Holdings, LLC 0.00% Add +173.7% 1,070 $430K
Shelton Capital Management 0.01% Reduce -3.0% 1,053 $423K
Cibc World Markets Corp. 0.00% Add +47.1% 1,040 $418K
Metis Global Partners, LLC 0.01% Reduce -0.4% 1,026 $412K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.5% 1,024 $411K
Macquarie Group Ltd. 0.00% Add +41.3% 1,445 $411K
Cerity Partners LLC 0.00% Add +24.3% 1,012 $406K
Mariner, LLC 0.00% Reduce -44.0% 989 $397K
WINTON GROUP Ltd 0.03% Add +40.9% 968 $389K
CI Investments Inc. 0.00% Reduce -7.9% 952 $382K
Raymond James & Associates 0.00% Add +15.9% 931 $374K
CTC Alternative Strategies, Ltd. 0.23% Reduce -60.4% 912 $366K
Armistice Capital, LLC 0.01% New 909 $365K
Alberta Investment Management Corp 0.00% No change 900 $361K
Advisors Asset Management, Inc. 0.01% Reduce -12.2% 882 $354K
Profund Advisors LLC 0.01% Add +15.8% 880 $353K
Stifel Financial Corp. 0.00% Add +6.6% 872 $350K
Swiss Life Asset Management Ltd 0.00% Reduce -24.2% 863 $347K
CPC Advisors, LLC 0.06% Add +37.0% 859 $345K
Baird Financial Group, Inc. 0.00% Reduce -1.5% 836 $336K
Aberdeen Group plc 0.00% Reduce -16.2% 790 $317K
Balentine LLC 0.01% Add +2.4% 777 $312K
Degroof Petercam Asset Management 0.00% No change 777 $312K
Gladius Capital Management LP 0.30% Add +160.1% 770 $309K
Williams Jones Wealth Management, LLC. 0.00% No change 770 $309K
Parallel Advisors, LLC 0.01% Add +6.9% 759 $305K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.4% 757 $304K
Royal Bank of Canada 0.00% Reduce -8.2% 746 $299K
Cynosure Group, LLC 0.05% New 741 $298K
Cetera Investment Advisers 0.00% New 738 $296K
D. E. Shaw & Co. 0.00% Reduce -62.0% 737 $296K
Ethic Inc. 0.01% New 733 $294K
CIBC Asset Management Inc 0.00% No change 724 $291K
Quantinno Capital Management LP 0.01% New 706 $284K
Johnson Investment Counsel Inc. 0.00% No change 700 $281K
Dynamic Technology Lab Private Ltd 0.03% New 684 $275K
Millennium Management 0.00% Reduce -98.5% 683 $274K
TrinityPoint Wealth, LLC 0.05% Add +0.3% 680 $273K
Bessemer Group Inc. 0.00% Reduce -0.4% 674 $270K
Forum Financial Management, LP 0.00% No change 644 $259K
Cubist Systematic Strategies, LLC 0.00% New 602 $242K
Virtus Investment Advisers, LLC 0.18% New 600 $241K
Journey Strategic Wealth LLC 0.01% New 551 $221K
US Bancorp \de 0.00% Reduce -3.5% 550 $221K
B. Metzler seel. Sohn & Co. AG 0.00% New 534 $214K
Gladstone Institutional Advisory LLC 0.01% New 515 $207K
Avantax Advisory Services, Inc. 0.00% New 514 $206K
Court Place Advisors, LLC 0.07% New 513 $206K
Atria Wealth Solutions, Inc. 0.00% New 512 $206K
Godshalk Welsh Capital Management, Inc. 0.13% New 500 $201K
Bill Few Associates, Inc. 0.08% New 500 $201K
Bailard, Inc. 0.01% New 500 $201K
Benjamin F. Edwards & Company, Inc. 0.00% New 408 $164K
UniSuper Management Pty Ltd 0.00% Add +100.0% 400 $161K
Penserra Capital Management LLC 0.00% Add +57.7% 328 $131K
Janiczek Wealth Management, LLC 0.03% Add +29.4% 304 $122K
Quadrant Capital Group LLC 0.01% Reduce -3.5% 303 $122K
Ostrum Asset Management 0.01% No change 297 $119K
Federation des caisses Desjardins du Quebec 0.00% Add +30.9% 318 $111K
Global Retirement Partners, LLC 0.00% Add +0.8% 268 $108K
Rakuten Investment Management, Inc. 0.00% Add +1122.2% 220 $88K
CENTRAL TRUST Co 0.00% New 200 $80K
Signaturefd, LLC 0.00% Reduce -3.0% 196 $79K
Shell Asset Management Co. 0.00% No change 137 $50K
National Bank of Canada 0.00% Reduce -97.5% 101 $41K
USA Financial Formulas 0.01% New 99 $40K
New Covenant Trust Company, N.A. 0.04% — 96 $39K
Fifth Third Bancorp 0.00% Add +11.9% 94 $38K
Allworth Financial LP 0.00% Reduce -2.4% 81 $33K
JFS Wealth Advisors, LLC 0.00% No change 64 $26K
Rise Advisors, LLC 0.01% New 64 $26K
Thompson Investment Management, Inc. 0.00% No change 64 $26K
Nisa Investment Advisors, LLC 0.00% Add +236.8% 64 $26K
TD Waterhouse Canada Inc. 0.00% New 53 $24K
Whittier Trust Co. 0.00% No change 50 $20K
Blue Trust, Inc. 0.00% Add +188.2% 49 $20K
Walleye Capital LLC 0.00% New 48 $19K
GAMMA Investing LLC 0.00% Add +131.6% 44 $18K
NewEdge Advisors, LLC 0.00% Reduce -14.6% 41 $16K
Farther Finance Advisors, LLC 0.00% Reduce -5.1% 37 $15K
Northwest Investment Counselors, LLC 0.00% New 33 $13K
Principal Securities, Inc. 0.00% No change 32 $13K
LGT Financial Advisors LLC 0.01% No change 28 $11K
Larson Financial Group LLC 0.00% Reduce -30.6% 25 $10K
EverSource Wealth Advisors, LLC 0.00% Add +225.0% 26 $10K
Versant Capital Management, Inc 0.00% No change 18 $7K
Atlas Capital Advisors Inc. 0.00% New 14 $6K
Prestige Wealth Management Group LLC 0.00% Reduce -56.7% 13 $5K
Farmers & Merchants Investments Inc. 0.00% No change 10 $4K
SJS Investment Consulting Inc. 0.00% No change 9 $4K
Sachetta, LLC 0.00% No change 10 $3K
Smartleaf Asset Management LLC 0.00% New 8 $3K
IFP Advisors, Inc 0.00% Add +300.0% 8 $3K
Cwm, LLC 0.00% Add +250.0% 7 $3K
Bell Investment Advisors, Inc 0.00% Add +40.0% 7 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $3K
Lindbrook Capital, LLC 0.00% No change 7 $3K
MassMutual Private Wealth & Trust, FSB 0.00% No change 6 $2K
UMB Bank, n.a. 0.00% New 6 $2K
Quent Capital, LLC 0.00% Reduce -28.6% 5 $2K
Horizon Investments, LLC 0.00% New 5 $2K
Arax Advisory Partners 0.00% No change 4 $2K
Zions Bancorporation, N.A. 0.00% No change 4 $2K
AlphaQuest LLC 0.00% New 3 $1K
Harbour Investments, Inc. 0.00% Add +200.0% 3 $1K
PEAK6 Investments LLC 0.00% Add +50.0% 3 $1K
Manchester Capital Management LLC 0.00% No change 2 $804
Bruce G. Allen Investments, LLC 0.00% No change 2 $803
TFO Wealth Partners, LLC 0.00% No change 1 $402

"% of holder's portfolio" is ERIE's weight in each manager's 13F, not the share of Erie Indemnity Company Class A the manager owns.