ETX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow -5.5% ·
net new positions -5.9%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 553.74K | -0.9% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 427.74K | +2.8% | $7.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 234.71K | -5.6% | $4.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 141.70K | +5.1% | $2.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 133.24K | +4.6% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 132.38K | +20.0% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 108.95K | -9.6% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Corient Private Wealth LP | 71.42K | -57.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 40.23K | -1.9% | $738,690 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 34.90K | +21.3% | $641,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Truist Financial Corp | 31.50K | +0.4% | $578,264 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 31.21K | -1.5% | $573,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Invesco Ltd. | 24.85K | -0.3% | $456,209 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 20.03K | -39.2% | $367,747 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 15.93K | -46.0% | $292,441 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 700 | 0.0% | $12,852 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 370 | 0.0% | $6,793 | 0.0% | Held | 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
| Baird Financial Group, Inc. | $235,620 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.