Security record
ETY
name pending profile ingest
38Tracked holders
+2Δ holders
27.47MShares held
$399.42MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +5.3% ·
net new positions +2.6%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 13.21M | +1.3% | $192.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 2.46M | -1.7% | $35.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.22M | +2.7% | $32.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Invesco Ltd. | 1.60M | +0.2% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 1.52M | +266.3% | $22.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 1.31M | +1.5% | $18.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 756.51K | -7.5% | $11.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 692.13K | +15.2% | $10.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Baird Financial Group, Inc. | 634.04K | +17.9% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Royal Bank Of Canada | 525.10K | -17.6% | $7.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 497.89K | -4.5% | $7.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Stifel Financial Corp | 417.79K | -4.6% | $6.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 375.56K | +16.0% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cetera Investment Advisers | 312.07K | +1.8% | $4.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 176.71K | -3.2% | $2.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 100.08K | 0.0% | $1.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Fifth Third Bancorp | 83.28K | +6.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 59.22K | -8.6% | $861,101 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 56.61K | +28.5% | $823,101 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 54.24K | +19.0% | $788,623 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Corient Private Wealth LP | 50.66K | -0.1% | $736,510 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Creative Planning | 46.44K | +3.2% | $675,291 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 42.95K | -5.7% | $624,507 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Mml Investors Services, Llc | 32.38K | +17.1% | $470,786 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 30.71K | +0.7% | $447,750 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 30.46K | New | $442,903 | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 29.24K | New | $425,121 | 0.0% | New | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 25.32K | -33.7% | $368,114 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Captrust Financial Advisors | 25.09K | -8.9% | $364,765 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 22.54K | +5.8% | $327,775 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 22.51K | -40.9% | $327,339 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 18.74K | -13.8% | $272,421 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 13.38K | New | $194,624 | 0.0% | New | 1 | SEC ↗ |
| 34 | Brown Advisory Inc | 13.16K | +0.2% | $191,290 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Assetmark, Inc | 3.98K | 0.0% | $57,911 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 3.68K | -51.7% | $53,493 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 3.49K | 0.0% | $50,051 | 0.0% | Held | 4 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 3.38K | 0.0% | $49,102 | 0.0% | Held | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $442,903 | 0.0% |
| Citadel Advisors | $425,121 | 0.0% |
| AQR Capital Management | $194,624 | 0.0% |
Exited
| HighTower Advisors, LLC | $3.99M | was 0.0% |
| Cerity Partners LLC | $157,235 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 204 holders, 37.93M shares, $504.20M 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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