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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC added | 680,729 | $10M | 10.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 506,381 | $7M | 7.5% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 468,608 | $7M | 6.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 456,583 | $7M | 6.7% | 2026-Q1 |
| Invesco Ltd. added | 395,920 | $6M | 5.8% | 2026-Q1 |
| UBS Group AG added | 376,208 | $5M | 5.5% | 2026-Q1 |
| LPL Financial LLC added | 334,080 | $5M | 4.9% | 2026-Q1 |
| Cetera Investment Advisers added | 302,650 | $4M | 4.5% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 297,953 | $4M | 4.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 208,188 | $3M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 206,350 | $3M | 3.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 200,944 | $3M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 150,552 | $2M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 126,525 | $2M | 1.9% | 2026-Q1 |
| Destiny Wealth Partners, LLC new | 119,355 | $2M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 116,091 | $2M | 1.7% | 2026-Q1 |
| SIMS INVESTMENT MANAGEMENT, LLC | 100,475 | $1M | 1.5% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 94,372 | $1M | 1.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 79,864 | $1M | 1.2% | 2026-Q1 |
| PMG Family Office LLC added | 76,140 | $1M | 1.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 74,893 | $1M | 1.1% | 2026-Q1 |
| COHEN & STEERS, INC. | 70,963 | $1M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 61,807 | $891K | 0.9% | 2026-Q1 |
| Quartz Partners, LLC added | 52,078 | $751K | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 50,699 | $731K | 0.7% | 2026-Q1 |
| CFO4Life Group, LLC trimmed | 46,237 | $667K | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 41,133 | $593K | 0.6% | 2026-Q1 |
| WCG Wealth Advisors LLC | 37,177 | $536K | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 34,228 | $494K | 0.5% | 2026-Q1 |
| Keystone Financial Group | 28,150 | $406K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 28,039 | $404K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. | 26,701 | $385K | 0.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 25,269 | $364K | 0.4% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 24,634 | $355K | 0.4% | 2026-Q1 |
| Somerset Trust Co | 23,446 | $338K | 0.3% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 23,025 | $332K | 0.3% | 2026-Q1 |
| Creative Planning added | 20,121 | $290K | 0.3% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. | 19,241 | $277K | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 18,596 | $268K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 17,470 | $252K | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 16,631 | $240K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 16,445 | $237K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC | 15,345 | $221K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,325 | $221K | 0.2% | 2026-Q1 |
| Cerity Partners LLC | 15,201 | $219K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 14,866 | $214K | 0.2% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 14,739 | $213K | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 14,327 | $207K | 0.2% | 2026-Q1 |
| Stonebridge Capital Advisors LLC | 14,000 | $202K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,757 | $198K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 13,524 | $195K | 0.2% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC new | 13,150 | $193K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC | 12,821 | $185K | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. | 12,650 | $182K | 0.2% | 2026-Q1 |
| Burford Brothers, Inc. | 12,500 | $180K | 0.2% | 2026-Q1 |
| King Wealth Management Group added | 12,177 | $176K | 0.2% | 2026-Q1 |
| XTX Topco Ltd trimmed | 12,142 | $175K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC new | 11,910 | $172K | 0.2% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 11,683 | $168K | 0.2% | 2026-Q1 |
| Intrua Financial, LLC added | 11,534 | $166K | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC added | 11,377 | $164K | 0.2% | 2026-Q1 |
| SAGE RHINO CAPITAL LLC trimmed | 10,000 | $144K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 8,000 | $115K | 0.1% | 2026-Q1 |
| VSM Wealth Advisory, LLC added | 7,764 | $112K | 0.1% | 2026-Q1 |
| Gould Capital, LLC added | 7,518 | $108K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 7,444 | $107K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 5,128 | $74K | 0.1% | 2026-Q1 |
| MAI Capital Management | 3,400 | $49K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 3,210 | $47K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC | 2,813 | $41K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 2,513 | $36K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,503 | $36K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,206 | $32K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 2,118 | $31K | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 77,097 | $1M | 1.1% | 2025-Q1 stale |
| Advisors Asset Management, Inc. trimmed | 32,027 | $489K | 0.5% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP new | 29,607 | $404K | 0.4% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC | 24,620 | $336K | 0.3% | 2025-Q1 stale |
| Cornerstone Advisors, LLC trimmed | 21,584 | $324K | 0.3% | 2025-Q3 stale |
| ROBINSON CAPITAL MANAGEMENT, LLC | 23,016 | $314K | 0.3% | 2025-Q1 stale |
| ASHTON THOMAS SECURITIES, LLC | 17,700 | $256K | 0.3% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 15,168 | $232K | 0.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 14,866 | $227K | 0.2% | 2025-Q4 stale |
| Summit Financial, LLC trimmed | 14,650 | $224K | 0.2% | 2025-Q4 stale |
| Graypoint LLC | 14,201 | $205K | 0.2% | 2025-Q2 stale |
| Sheaff Brock Investment Advisors, LLC added | 14,483 | $198K | 0.2% | 2025-Q1 stale |
| TRUIST FINANCIAL CORP | 13,160 | $197K | 0.2% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 12,621 | $193K | 0.2% | 2025-Q4 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,304 | $190K | 0.2% | 2025-Q4 stale |
| Wealth Advisors of Tampa Bay, LLC trimmed | 10,500 | $158K | 0.2% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 10,060 | $154K | 0.2% | 2025-Q4 stale |
| Claro Advisors LLC trimmed | 10,604 | $153K | 0.2% | 2025-Q2 stale |
| Modern Wealth Management, LLC new | 10,076 | $151K | 0.2% | 2025-Q3 stale |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,837 | $148K | 0.2% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 5,600 | $86K | 0.1% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC | 3,376 | $46K | 0.0% | 2025-Q1 stale |
| Elequin Capital, LP trimmed | 3,256 | $44K | 0.0% | 2025-Q1 stale |
| Quarry LP new | 1,856 | $27K | 0.0% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. | 1,762 | $26K | 0.0% | 2025-Q3 stale |
| Kessler Investment Group, LLC | 1,265 | $18K | 0.0% | 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.
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.