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Institutional Ownership · SEC Form 13F

Who owns ETB (ETB)


Which tracked institutional funds hold ETB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETB company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

91
Institutional holders
6,383,754
Shares held (tracked funds)

How the tape is positioned

3 tracked funds added or opened ETB while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ETB’s largest tracked holder by dollar value, GUGGENHEIM CAPITAL LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ETB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 91 tracked filers holding ETB, 47 increased or opened the position and 28 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ETB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • Destiny Wealth Partners, LLC$2M

Largest adds

  • GUGGENHEIM CAPITAL LLC$1M
  • WOLVERINE ASSET MANAGEMENT LLC$887K

Largest trims

  • Shaker Financial Services, LLC$792K
  • MORGAN STANLEY$744K
  • Invesco Ltd.$260K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
GUGGENHEIM CAPITAL LLC added680,729$10M10.0%2026-Q1
MORGAN STANLEY trimmed506,381$7M7.5%2026-Q1
Shaker Financial Services, LLC trimmed468,608$7M6.9%2026-Q1
BANK OF AMERICA CORP /DE/ added456,583$7M6.7%2026-Q1
Invesco Ltd. added395,920$6M5.8%2026-Q1
UBS Group AG added376,208$5M5.5%2026-Q1
LPL Financial LLC added334,080$5M4.9%2026-Q1
Cetera Investment Advisers added302,650$4M4.5%2026-Q1
1607 Capital Partners, LLC added297,953$4M4.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added208,188$3M3.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed206,350$3M3.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed200,944$3M3.0%2026-Q1
OSAIC HOLDINGS, INC. added150,552$2M2.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed126,525$2M1.9%2026-Q1
Destiny Wealth Partners, LLC new119,355$2M1.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed116,091$2M1.7%2026-Q1
SIMS INVESTMENT MANAGEMENT, LLC100,475$1M1.5%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC added94,372$1M1.4%2026-Q1
PARK AVENUE SECURITIES LLC trimmed79,864$1M1.2%2026-Q1
PMG Family Office LLC added76,140$1M1.1%2026-Q1
Meridian Wealth Management, LLC added74,893$1M1.1%2026-Q1
COHEN & STEERS, INC.70,963$1M1.0%2026-Q1
ROYAL BANK OF CANADA trimmed61,807$891K0.9%2026-Q1
Quartz Partners, LLC added52,078$751K0.8%2026-Q1
Janney Montgomery Scott LLC added50,699$731K0.7%2026-Q1
CFO4Life Group, LLC trimmed46,237$667K0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP41,133$593K0.6%2026-Q1
WCG Wealth Advisors LLC37,177$536K0.5%2026-Q1
D.A. DAVIDSON & CO. added34,228$494K0.5%2026-Q1
Keystone Financial Group28,150$406K0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed28,039$404K0.4%2026-Q1
Cambridge Investment Research Advisors, Inc.26,701$385K0.4%2026-Q1
Ameritas Advisory Services, LLC trimmed25,269$364K0.4%2026-Q1
Tyche Wealth Partners LLC added24,634$355K0.4%2026-Q1
Somerset Trust Co23,446$338K0.3%2026-Q1
HighPoint Advisor Group LLC added23,025$332K0.3%2026-Q1
Creative Planning added20,121$290K0.3%2026-Q1
Fortitude Advisory Group L.L.C.19,241$277K0.3%2026-Q1
Allworth Financial LP added18,596$268K0.3%2026-Q1
STIFEL FINANCIAL CORP added17,470$252K0.3%2026-Q1
Focus Partners Advisor Solutions, LLC added16,631$240K0.2%2026-Q1
Integrated Wealth Concepts LLC added16,445$237K0.2%2026-Q1
MGO ONE SEVEN LLC15,345$221K0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added15,325$221K0.2%2026-Q1
Cerity Partners LLC15,201$219K0.2%2026-Q1
FIFTH THIRD BANCORP added14,866$214K0.2%2026-Q1
INTEGRATED CAPITAL MANAGEMENT, INC. trimmed14,739$213K0.2%2026-Q1
Jacobi Capital Management LLC added14,327$207K0.2%2026-Q1
Stonebridge Capital Advisors LLC14,000$202K0.2%2026-Q1
JANE STREET GROUP, LLC added13,757$198K0.2%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed13,524$195K0.2%2026-Q1
AssuredPartners Investment Advisors, LLC new13,150$193K0.2%2026-Q1
HighTower Advisors, LLC12,821$185K0.2%2026-Q1
Essex Financial Services, Inc.12,650$182K0.2%2026-Q1
Burford Brothers, Inc.12,500$180K0.2%2026-Q1
King Wealth Management Group added12,177$176K0.2%2026-Q1
XTX Topco Ltd trimmed12,142$175K0.2%2026-Q1
Waverly Advisors, LLC new11,910$172K0.2%2026-Q1
Founders Financial Alliance, LLC added11,683$168K0.2%2026-Q1
Intrua Financial, LLC added11,534$166K0.2%2026-Q1
Parallel Advisors, LLC added11,377$164K0.2%2026-Q1
SAGE RHINO CAPITAL LLC trimmed10,000$144K0.1%2026-Q1
CoreCap Advisors, LLC8,000$115K0.1%2026-Q1
VSM Wealth Advisory, LLC added7,764$112K0.1%2026-Q1
Gould Capital, LLC added7,518$108K0.1%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT7,444$107K0.1%2026-Q1
IFP Advisors, Inc added5,128$74K0.1%2026-Q1
MAI Capital Management3,400$49K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed3,210$47K0.0%2026-Q1
Princeton Global Asset Management LLC2,813$41K0.0%2026-Q1
HARBOUR INVESTMENTS, INC.2,513$36K0.0%2026-Q1
Rockefeller Capital Management L.P. added2,503$36K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed2,206$32K0.0%2026-Q1
Steward Partners Investment Advisory, LLC2,118$31K0.0%2026-Q1
IHT Wealth Management, LLC trimmed77,097$1M1.1%2025-Q1 stale
Advisors Asset Management, Inc. trimmed32,027$489K0.5%2025-Q4 stale
READYSTATE ASSET MANAGEMENT LP new29,607$404K0.4%2025-Q1 stale
TOWNSQUARE CAPITAL LLC24,620$336K0.3%2025-Q1 stale
Cornerstone Advisors, LLC trimmed21,584$324K0.3%2025-Q3 stale
ROBINSON CAPITAL MANAGEMENT, LLC23,016$314K0.3%2025-Q1 stale
ASHTON THOMAS SECURITIES, LLC17,700$256K0.3%2025-Q2 stale
NewEdge Advisors, LLC15,168$232K0.2%2025-Q4 stale
COMERICA BANK trimmed14,866$227K0.2%2025-Q4 stale
Summit Financial, LLC trimmed14,650$224K0.2%2025-Q4 stale
Graypoint LLC14,201$205K0.2%2025-Q2 stale
Sheaff Brock Investment Advisors, LLC added14,483$198K0.2%2025-Q1 stale
TRUIST FINANCIAL CORP13,160$197K0.2%2025-Q3 stale
Global Retirement Partners, LLC trimmed12,621$193K0.2%2025-Q4 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added12,304$190K0.2%2025-Q4 stale
Wealth Advisors of Tampa Bay, LLC trimmed10,500$158K0.2%2025-Q3 stale
GOLDMAN SACHS GROUP INC new10,060$154K0.2%2025-Q4 stale
Claro Advisors LLC trimmed10,604$153K0.2%2025-Q2 stale
Modern Wealth Management, LLC new10,076$151K0.2%2025-Q3 stale
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,837$148K0.2%2025-Q1 stale
Kestra Advisory Services, LLC trimmed5,600$86K0.1%2025-Q4 stale
CAROLINAS WEALTH CONSULTING LLC3,376$46K0.0%2025-Q1 stale
Elequin Capital, LP trimmed3,256$44K0.0%2025-Q1 stale
Quarry LP new1,856$27K0.0%2025-Q2 stale
Newbridge Financial Services Group, Inc.1,762$26K0.0%2025-Q3 stale
Kessler Investment Group, LLC1,265$18K0.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership