ENVESTNET ASSET MANAGEMENT INC

Position in ERII — Energy Recovery, Inc.

CIK 1407543 Berwyn, PA

Position in ERII

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$132,772

-$8,050 QoQ

Shares Held

13,185

+26.3% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $70,114,058 across 5 Pollution & Treatment Controls names. ERII ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLTO	Veralto Corp	430,468	$38,061,980
2	ZWS	Zurn Elkay Water Solutions Corp	657,421	$29,478,757
3	CECO	Ceco Environmental Corp	33,426	$1,991,521
4	PCT	PureCycle Technologies, Inc.	86,518	$449,028
5	ERII	Energy Recovery, Inc. This page	13,185	$132,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$132,772	13,185	+26.3%	Shares	Sole	2026-05-04
2025-12-31	$140,822	10,439	-12.5%	Shares	Sole	2026-02-10
2025-09-30	$184,022	11,934	-44.4%	Shares	Sole	2025-11-05
2024-09-30	$373,485	21,477	-24.1%	Shares	Sole	2024-11-07
2024-06-30	$375,841	28,280	+14.0%	Shares	Sole	2024-08-08
2024-03-31	$391,860	24,817	+137.1%	Shares	Sole	2024-05-13
2023-09-30	$221,983	10,466	+23.8%	Shares	Sole	2023-11-13
2023-06-30	$236,317	8,455	-11.7%	Shares	Sole	2023-08-04
2023-03-31	$220,819	9,580	-10.4%	Shares	Sole	2023-05-11
2022-09-30	$232,465	10,693	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$205,832	10,599	—	Shares	Sole	2022-08-03
No filing history on record for this holder in this stock.