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Security record · archived quarter

ETW

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q2 2024
38Tracked holders
0Δ holders
12.82MShares held
$118.19MReported value
+0New positions
−0Exits
Stable 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 0 13.12M $126.46M +3 −3
Q1 2026 39 0 12.91M $113.34M +3 −3
Q4 2025 38 0 12.82M $118.19M
Q3 2025 4 -1 2.19M $19.79M −1
Q2 2025 3 +2 318.77K $2.76M +2
Q1 2025 1 +1 93.19K $768,834 +1
Q2 2024 1 37.62K $311,093
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 2.21M $20.34M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 2.21M $20.34M 0.0% n/c 1 SEC ↗
3 Morgan Stanley 1.93M +2.9% $17.83M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 1.93M +2.9% $17.83M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 1.93M +2.9% $17.83M 0.0% ▲ Add 2 SEC ↗
6 Raymond James Financial Inc 1.60M $14.71M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 1.60M $14.71M 0.0% n/c 1 SEC ↗
8 Invesco Ltd. 1.59M $14.66M 0.0% n/c 1 SEC ↗
9 Invesco Ltd. 1.59M $14.66M 0.0% n/c 1 SEC ↗
10 Royal Bank Of Canada 950.73K $8.77M 0.0% n/c 1 SEC ↗
11 Royal Bank Of Canada 950.73K $8.77M 0.0% n/c 1 SEC ↗
12 Royal Bank Of Canada 950.73K $8.77M 0.0% n/c 1 SEC ↗
13 LPL Financial LLC 789.36K $7.28M 0.0% n/c 1 SEC ↗
14 UBS Group AG 478.29K $4.41M 0.0% n/c 1 SEC ↗
15 UBS Group AG 478.29K $4.41M 0.0% n/c 1 SEC ↗
16 UBS Group AG 478.29K $4.41M 0.0% n/c 1 SEC ↗
17 Ameriprise Financial Inc 465.48K $4.29M 0.0% n/c 1 SEC ↗
18 Osaic Holdings, Inc. 407.89K $3.76M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 407.89K $3.76M 0.0% n/c 1 SEC ↗
20 Wells Fargo & Company/Mn 293.74K $2.71M 0.0% n/c 1 SEC ↗
21 Wells Fargo & Company/Mn 293.74K $2.71M 0.0% n/c 1 SEC ↗
22 Rockefeller Capital Management L.P. 291.29K $2.69M 0.0% n/c 1 SEC ↗
23 Franklin Resources Inc 260.85K $2.41M 0.0% n/c 1 SEC ↗
24 Envestnet Asset Management Inc 260.34K $2.40M 0.0% n/c 1 SEC ↗
25 Cetera Investment Advisers 150.29K $1.39M 0.0% n/c 1 SEC ↗
26 Two Sigma Investments 146.82K -46.9% $1.35M 0.0% ▼ Trim 3 SEC ↗
27 Stifel Financial Corp 126.88K $1.17M 0.0% n/c 1 SEC ↗
28 Jane Street Group, Llc 118.07K $1.09M 0.0% n/c 1 SEC ↗
29 Jane Street Group, Llc 118.07K $1.09M 0.0% n/c 1 SEC ↗
30 Wealth Enhancement Advisory… 85.98K $802,202 0.0% n/c 1 SEC ↗
31 Commonwealth Equity Services, Llc 79.28K $730,910 0.0% n/c 1 SEC ↗
32 Mercer Global Advisors Inc /Adv 74.20K $684,141 0.0% n/c 1 SEC ↗
33 Pnc Financial Services Group, Inc. 56.59K $521,714 0.0% n/c 1 SEC ↗
34 Pnc Financial Services Group, Inc. 56.59K $521,714 0.0% n/c 1 SEC ↗
35 Pnc Financial Services Group, Inc. 56.59K $521,714 0.0% n/c 1 SEC ↗
36 HighTower Advisors, LLC 55.67K $513,298 0.0% n/c 1 SEC ↗
37 Lido Advisors, LLC 50.00K $452,500 0.0% n/c 1 SEC ↗
38 Mml Investors Services, Llc 40.27K $371,305 0.0% n/c 1 SEC ↗
39 Creative Planning 38.72K $358,428 0.0% n/c 1 SEC ↗
40 Citigroup Inc 37.67K $347,301 0.0% n/c 1 SEC ↗
41 Northwestern Mutual Wealth… 32.32K $298,009 0.0% n/c 1 SEC ↗
42 GAMCO Investors 30.96K 0.0% $285,483 0.0% Held 3 SEC ↗
43 Mariner, LLC 27.25K $251,233 0.0% n/c 1 SEC ↗
44 Corient Private Wealth LP 25.62K $236,716 0.0% n/c 1 SEC ↗
45 Corient Private Wealth LP 25.62K $236,716 0.0% n/c 1 SEC ↗
46 Susquehanna International Group, Llp 22.57K $208,049 0.0% n/c 1 SEC ↗
47 Truist Financial Corp 21.71K $200,183 0.0% n/c 1 SEC ↗
48 Truist Financial Corp 21.71K $200,183 0.0% n/c 1 SEC ↗
49 Cerity Partners LLC 19.45K $179,329 0.0% n/c 1 SEC ↗
50 Allspring Global Investments… 17.28K $159,358 0.0% n/c 1 SEC ↗
51 Hrt Financial Lp 16.80K $154,000 0.0% n/c 1 SEC ↗
52 Focus Partners Wealth 16.35K $150,739 0.0% n/c 1 SEC ↗
53 Cwm, Llc 4.95K $46,000 0.0% n/c 1 SEC ↗
54 JPMorgan Chase 220 -50.0% $2,028 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 169 holders, 26.27M shares, $224.94M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API