Security record · archived quarter
ETX
name pending profile ingest
18Tracked holders
0Δ holders
2.12MShares held
$39.64MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 559.02K | n/a | $10.45M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 416.01K | +4.1% | $7.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 248.61K | n/a | $4.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Corient Private Wealth LP | 169.20K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 134.81K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 127.33K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Wells Fargo & Company/Mn | 120.45K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 110.35K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 41.01K | n/a | $766,940 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 32.92K | n/a | $615,695 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Stifel Financial Corp | 31.69K | n/a | $592,622 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 31.38K | n/a | $586,843 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 29.52K | n/a | $551,984 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 28.77K | n/a | $538,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Invesco Ltd. | 24.92K | n/a | $466,004 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 12.60K | n/a | $235,620 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 700 | n/a | $13,090 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 370 | n/a | $6,919 | 0.0% | n/c | 1 | 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): 40 holders, 2.43M shares, $44.59M 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 ·
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