Position in ERII
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$267,397
-$159,519 QoQ
Shares Held
29,645
+10.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 198 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ERII Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Creative Planning holds $17,131,858 across 6 Pollution & Treatment Controls names. ERII ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
|
137,287 | $6,937,111 | |
| 2 | VLTO |
Veralto Corp
|
74,709 | $6,625,193 | |
| 3 | CECO |
Ceco Environmental Corp
|
34,198 | $3,103,126 | |
| 4 | ERII |
Energy Recovery, Inc.
This page
|
29,645 | $267,397 | |
| 5 | PCT |
PureCycle Technologies, Inc.
|
17,277 | $140,116 | |
| 6 | ARQ |
Arq, Inc.
|
23,104 | $58,915 |
All Filings in ERII
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,397 | 29,645 | Shares | Defined | 2026-08-13 | |
| 2025-03-31 | $426,916 | 26,867 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $446,379 | 30,366 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $649,377 | 37,342 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $323,398 | 24,334 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||