Security record · archived quarter
ETX
name pending profile ingest
17Tracked holders
0Δ holders
2.10MShares held
$39.33MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | 0 | 2.10M | $39.33M | +1 | −1 |
| Q1 2026 | 17 | -1 | 2.00M | $36.79M | — | −1 |
| Q4 2025 | 18 | 0 | 2.12M | $39.64M | — | — |
| Q3 2025 | 1 | — | 399.74K | $7.71M | — | — |
| Q4 2024 | 1 | 0 | 15.85K | $279,030 | — | — |
| Q3 2024 | 1 | 0 | 15.85K | $299,154 | — | — |
| Q2 2024 | 1 | — | 15.85K | $296,302 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 552.04K | -0.3% | $10.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 527.70K | +23.4% | $9.89M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 217.65K | -7.3% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 217.65K | -7.3% | $4.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 135.16K | -4.6% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 134.33K | +1.5% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 130.59K | -2.0% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 130.59K | -2.0% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 98.35K | -9.7% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 98.35K | -9.7% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Corient Private Wealth LP | 71.59K | +0.2% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 40.85K | +1.5% | $766,030 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 38.82K | +93.8% | $727,908 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 36.77K | +5.4% | $689,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 36.77K | +5.4% | $689,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 32.83K | +5.2% | $615,526 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 28.39K | -9.9% | $532,236 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 24.30K | -2.2% | $455,719 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 14.99K | -5.9% | $281,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 13.00K | New | $243,769 | 0.0% | New | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 370 | 0.0% | $6,938 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $243,769 | 0.0% |
Exited
| Us Bancorp \De\ | $12,852 | 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.
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: Q2 2026 ·
Methodology ·
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