Who owns 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-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
9 tracked funds added or opened ETB while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 86 tracked filers holding ETB, 44 increased or opened the position and 31 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 2026-Q1 and 2026-Q2 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.
Full exits 4
- Destiny Wealth Partners, LLC$2M
- PARK AVENUE SECURITIES LLC$1M
- COHEN & STEERS, INC.$1M
- Janney Montgomery Scott LLC$731K
Largest adds
- GUGGENHEIM CAPITAL LLC$3M
- Invesco Ltd.$1M
- WELLS FARGO & COMPANY/MN$891K
- BANK OF AMERICA CORP /DE/$788K
- MORGAN STANLEY$712K
- LPL Financial LLC$616K
Largest trims
- WOLVERINE ASSET MANAGEMENT LLC$1M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC added | 825,240 | $13M | 12.3% | 2026-Q2 |
| MORGAN STANLEY added | 515,687 | $8M | 7.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 474,400 | $7M | 7.1% | 2026-Q2 |
| Invesco Ltd. added | 443,529 | $7M | 6.6% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 437,829 | $7M | 6.5% | 2026-Q2 |
| UBS Group AG added | 382,004 | $6M | 5.7% | 2026-Q2 |
| LPL Financial LLC added | 349,617 | $5M | 5.2% | 2026-Q2 |
| 1607 Capital Partners, LLC | 297,953 | $5M | 4.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 296,868 | $5M | 4.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 243,820 | $4M | 3.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 207,858 | $3M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 207,499 | $3M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 156,939 | $2M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 126,134 | $2M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 114,074 | $2M | 1.7% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC | 100,475 | $2M | 1.5% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 79,209 | $1M | 1.2% | 2026-Q2 |
| PMG Family Office LLC added | 77,741 | $1M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 63,800 | $991K | 1.0% | 2026-Q2 |
| Quartz Partners, LLC added | 55,205 | $858K | 0.8% | 2026-Q2 |
| CFO4Life Group, LLC added | 47,086 | $732K | 0.7% | 2026-Q2 |
| WCG Wealth Advisors LLC | 37,177 | $578K | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 34,228 | $532K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,907 | $496K | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 31,534 | $490K | 0.5% | 2026-Q2 |
| Keystone Financial Group | 28,150 | $437K | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 27,136 | $422K | 0.4% | 2026-Q2 |
| Tyche Wealth Partners LLC added | 24,650 | $383K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 24,628 | $383K | 0.4% | 2026-Q2 |
| Somerset Trust Co | 23,446 | $364K | 0.4% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 23,037 | $358K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 21,174 | $329K | 0.3% | 2026-Q2 |
| VSM Wealth Advisory, LLC added | 20,451 | $318K | 0.3% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. | 19,241 | $299K | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 18,188 | $283K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 16,127 | $251K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC | 15,345 | $238K | 0.2% | 2026-Q2 |
| Cerity Partners LLC | 15,201 | $236K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 14,896 | $231K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 14,866 | $231K | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 14,825 | $230K | 0.2% | 2026-Q2 |
| Jacobi Capital Management LLC added | 14,566 | $226K | 0.2% | 2026-Q2 |
| Stonebridge Capital Advisors LLC | 14,000 | $218K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13,524 | $210K | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 13,159 | $204K | 0.2% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 13,151 | $204K | 0.2% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC | 13,150 | $204K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 12,866 | $200K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 12,824 | $199K | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. | 12,650 | $197K | 0.2% | 2026-Q2 |
| Burford Brothers, Inc. | 12,500 | $194K | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC | 11,910 | $185K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 11,888 | $185K | 0.2% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 11,727 | $182K | 0.2% | 2026-Q2 |
| Intrua Financial, LLC added | 11,626 | $181K | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 11,542 | $179K | 0.2% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC | 10,000 | $155K | 0.1% | 2026-Q2 |
| Gould Capital, LLC added | 9,095 | $141K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 8,000 | $124K | 0.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT | 7,444 | $116K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 5,981 | $93K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 5,162 | $80K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 3,974 | $62K | 0.1% | 2026-Q2 |
| Creative Capital Management Investments LLC new | 3,556 | $55K | 0.1% | 2026-Q2 |
| HORIZON FINANCIAL SERVICES, LLC new | 3,100 | $48K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC trimmed | 2,710 | $42K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 2,513 | $39K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,400 | $37K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 2,210 | $34K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,118 | $33K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,750 | $27K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,572 | $24K | 0.0% | 2026-Q2 |
| Arlington Trust Co LLC | 1,239 | $19K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 1,054 | $16K | 0.0% | 2026-Q2 |
| Quent Capital, LLC new | 1,000 | $16K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 800 | $12K | 0.0% | 2026-Q2 |
| Axiom Investment Management LLC added | 707 | $11K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 660 | $10K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 619 | $10K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC | 540 | $8K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 500 | $8K | 0.0% | 2026-Q2 |
| HHM Wealth Advisors, LLC added | 231 | $4K | 0.0% | 2026-Q2 |
| SHP Wealth Management new | 200 | $3K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 200 | $3K | 0.0% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 106 | $2K | 0.0% | 2026-Q2 |
| Kilter Group LLC trimmed | 1 | $15 | 0.0% | 2026-Q2 |
| Destiny Wealth Partners, LLC new | 119,355 | $2M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC trimmed | 79,864 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. | 70,963 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 50,699 | $731K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 26,701 | $385K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 13,757 | $198K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 12,821 | $185K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisors Asset Management, Inc. trimmed | 32,027 | $489K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 14,866 | $227K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,304 | $190K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Cornerstone Advisors, LLC trimmed | 21,584 | $324K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| TRUIST FINANCIAL CORP | 13,160 | $197K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ASHTON THOMAS SECURITIES, LLC | 17,700 | $256K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Graypoint LLC | 14,201 | $205K | 0.2% | 2025-Q2 stale (4 quarters behind) |
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.
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.