ERC Institutional Ownership & Shareholders
ALLSPRING MULTI-SECTOR INC (ERC) is currently held by 68 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $86.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of ERC tracked by InsiderSet, reporting ownership valued at approximately $29.45M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.21M, representing an estimated loss of -7.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed ERC value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Royal Bank Of Canada, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ALLSPRING MULTI-SECTOR INC (ERC).
This page ranks the largest institutional ERC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$86.76M
Largest Holder
Sit Investment Associates Inc
Largest Position
$29.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.56% | 3,197,573 | $29,450,000 | $27,211,346 | -$2,238,654 | -7.60% | |
| Royal Bank Of Canada | 0.00% | 967,413 | $8,910,000 | $8,232,685 | -$677,315 | -7.60% | |
| Raymond James Financial Inc | 0.00% | 853,337 | $7,859,229 | $7,261,898 | -$597,331 | -7.60% | |
| Invesco Ltd. | 0.00% | 545,530 | $5,024,332 | $4,642,460 | -$381,872 | -7.60% | |
| Guggenheim Capital Llc | 0.03% | 520,997 | $4,798,382 | $4,433,684 | -$364,698 | -7.60% | |
| Morgan Stanley | 0.00% | 504,033 | $4,642,147 | $4,289,321 | -$352,826 | -7.60% | |
| Shaker Financial Services, Llc | 1.13% | 397,685 | $3,417,149 | $3,384,299 | -$32,850 | -0.96% | |
| 1607 Capital Partners, Llc | 0.25% | 311,920 | $2,872,783 | $2,654,439 | -$218,344 | -7.60% | |
| Ameriprise Financial Inc | 0.00% | 256,127 | $2,358,926 | $2,179,641 | -$179,285 | -7.60% | |
| Rareview Capital Llc | 1.06% | 201,234 | $1,901,661 | $1,712,501 | -$189,160 | -9.95% | |
| Byrne Asset Management Llc | 0.78% | 164,170 | $1,395,445 | $1,397,087 | +$1,642 | +0.12% | |
| Cohen & Steers, Inc. | 0.00% | 143,767 | $1,324,000 | $1,223,457 | -$100,543 | -7.59% | |
| Sowell Financial Services Llc | 0.04% | 146,067 | $1,244,487 | $1,243,030 | -$1,457 | -0.12% | |
| Osaic Holdings, Inc. | 0.00% | 107,017 | $985,644 | $910,715 | -$74,929 | -7.60% | |
| Lpl Financial Llc | 0.00% | 84,723 | $780,298 | $720,993 | -$59,305 | -7.60% | |
| Independent Financial Group, Llc | 0.01% | 77,000 | $656,040 | $655,270 | -$770 | -0.12% | |
| Calamos Advisors Llc | 0.00% | 75,598 | $644,095 | $643,339 | -$756 | -0.12% | |
| Bank Of America Corp | 0.00% | 68,820 | $633,829 | $585,658 | -$48,171 | -7.60% | |
| Benjamin Edwards Inc | 0.01% | 61,510 | $566,552 | $523,450 | -$43,102 | -7.61% | |
| Capital Investment Advisors, Llc | 0.01% | 66,128 | $563,407 | $562,749 | -$658 | -0.12% | |
| Equitable Holdings, Inc. | 0.00% | 59,845 | $551,172 | $509,281 | -$41,891 | -7.60% | |
| Stifel Financial Corp | 0.00% | 59,193 | $545,179 | $503,732 | -$41,447 | -7.60% | |
| Morey & Quinn Wealth Partners, Llc | 0.34% | 61,031 | $519,984 | $519,374 | -$610 | -0.12% | |
| Janney Montgomery Scott Llc | 0.00% | 55,102 | $507,000 | $468,918 | -$38,082 | -7.51% | |
| Ubs Group Ag | 0.00% | 49,183 | $452,975 | $418,547 | -$34,428 | -7.60% | |
| Closed-End Fund Advisors, Inc. | 0.36% | 39,564 | $364,384 | $336,690 | -$27,694 | -7.60% | |
| Envestnet Asset Management Inc | 0.00% | 36,582 | $336,922 | $311,313 | -$25,609 | -7.60% | |
| Uncommon Cents Investing Llc | 0.07% | 36,325 | $309,489 | $309,126 | -$363 | -0.12% | |
| Alphacore Capital Llc | 0.00% | 28,000 | $259,918 | $238,280 | -$21,638 | -8.32% | |
| Concurrent Investment Advisors, Llc | 0.00% | 29,153 | $248,384 | $248,092 | -$292 | -0.12% | |
| Cetera Investment Advisers | 0.00% | 26,375 | $242,913 | $224,451 | -$18,462 | -7.60% | |
| &Partners | 0.00% | 25,773 | $237,365 | $219,328 | -$18,037 | -7.60% | |
| International Assets Investment Management, Llc | 0.01% | 27,264 | $231,744 | $232,017 | +$273 | +0.12% | |
| Newedge Advisors, Llc | 0.00% | 22,500 | $207,225 | $191,475 | -$15,750 | -7.60% | |
| Private Advisor Group, Llc | 0.00% | 18,020 | $165,964 | $153,350 | -$12,614 | -7.60% | |
| Apollon Wealth Management, Llc | 0.00% | 18,648 | $158,881 | $158,694 | -$187 | -0.12% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,464 | $157,683 | $157,129 | -$554 | -0.35% | |
| Susquehanna International Group, Llp | 0.00% | 12,568 | $115,751 | $106,954 | -$8,797 | -7.60% | |
| Encompass More Asset Management | 0.02% | 13,429 | $114,419 | $114,281 | -$138 | -0.12% | |
| Dynamic Advisor Solutions Llc | 0.00% | 13,045 | $111,142 | $111,013 | -$129 | -0.12% | |
| World Investment Advisors | 0.00% | 12,169 | $109,646 | $103,558 | -$6,088 | -5.55% | |
| Integris Wealth Management, Llc | 0.02% | 12,500 | $106,500 | $106,375 | -$125 | -0.12% | |
| Allworth Financial Lp | 0.00% | 11,073 | $101,983 | $94,231 | -$7,752 | -7.60% | |
| Catalina Capital Group, Llc | 0.06% | 10,929 | $98,470 | $93,006 | -$5,464 | -5.55% | |
| Readystate Asset Management Lp | 0.00% | 10,641 | $98,004 | $90,555 | -$7,449 | -7.60% | |
| Kovack Advisors, Inc. | 0.00% | 10,411 | $95,677 | $88,598 | -$7,079 | -7.40% | |
| Nwam Llc | 0.00% | 10,300 | $94,863 | $87,653 | -$7,210 | -7.60% | |
| Vsm Wealth Advisory, Llc | 0.02% | 6,803 | $62,656 | $57,894 | -$4,762 | -7.60% | |
| Hollencrest Capital Management | 0.00% | 2,600 | $23,946 | $22,126 | -$1,820 | -7.60% | |
| Ifg Advisory, Llc | 0.00% | 2,500 | $23,025 | $21,275 | -$1,750 | -7.60% |
Frequently asked questions about ERC
Who are the largest institutional holders of ERC?
The largest institutional holders of ERC reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Royal Bank Of Canada, Raymond James Financial Inc, Invesco Ltd., and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported ERC position.
What is ERC institutional ownership?
This page tracks ERC positions reported by institutional investment managers through SEC Form 13F. ALLSPRING MULTI-SECTOR INC (ERC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ERC?
InsiderSet currently tracks 68 institutional managers reporting ERC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ERC shareholders.
How much ERC stock do institutions own?
Institutional investment managers disclosed approximately $86.76M in ERC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ERC institutional ownership last updated?
The latest ERC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ERC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ERC position after the reporting date.
Are institutions buying or selling ERC?
Institutional buying and selling can be analyzed by comparing ERC positions across consecutive 13F reporting periods. InsiderSet's ERC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ERC ownership changes.
How has ERC institutional ownership changed over time?
InsiderSet tracks ERC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.