Security record · archived quarter
ETY
name pending profile ingest
39Tracked holders
0Δ holders
25.92MShares held
$397.63MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · 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 | Morgan Stanley ✦ | 12.99M | +0.4% | $199.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 2.48M | n/a | $38.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.04M | n/a | $31.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Invesco Ltd. | 1.42M | n/a | $21.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 1.24M | n/a | $18.99M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 844.56K | n/a | $12.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Royal Bank Of Canada | 672.33K | n/a | $10.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Osaic Holdings, Inc. | 548.65K | n/a | $8.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 539.87K | n/a | $8.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Baird Financial Group, Inc. | 515.97K | n/a | $7.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 423.06K | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Stifel Financial Corp | 413.66K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 302.63K | n/a | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 285.32K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 258.53K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 178.26K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 101.20K | +0.9% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 76.11K | n/a | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Mercer Global Advisors Inc /Adv | 67.92K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 65.95K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 54.55K | n/a | $836,797 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 44.47K | n/a | $682,224 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Creative Planning | 44.39K | n/a | $680,984 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 43.65K | n/a | $671,295 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 43.45K | n/a | $666,462 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 38.80K | n/a | $595,225 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 32.63K | n/a | $500,575 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 31.77K | n/a | $487,290 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 29.86K | n/a | $457,995 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 25.02K | n/a | $383,770 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 17.69K | n/a | $271,334 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Brown Advisory Inc | 13.11K | n/a | $201,057 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 11.22K | n/a | $172,105 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 8.11K | n/a | $124,377 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 7.61K | n/a | $116,783 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 3.95K | -50.0% | $60,589 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (passive) | 3.40K | -7.7% | $52,225 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Assetmark, Inc | 3.33K | n/a | $51,001 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 1.78K | n/a | $27,000 | 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): 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: Q4 2025 ·
Methodology ·
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