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Security record

ETX

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024 Q3 2024 Q2 2024
17Tracked holders
0Δ holders
2.10MShares held
$39.33MReported value
+1New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 · Get this via the API