Who owns ETG (ETG)
Which tracked institutional funds hold ETG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETG 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
The tracked-fund tape on ETG is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 33 trimmed or exited — on balance reducing.
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
ETG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ETG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ETG 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 124 tracked filers holding ETG, 59 increased or opened the position and 52 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 ETG 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 4
- WOLVERINE ASSET MANAGEMENT LLC$3M
- Arkadios Wealth Advisors$2M
- READYSTATE ASSET MANAGEMENT LP$2M
- FIFTH THIRD BANCORP$1M
Full exits 2
- Cornerstone Advisors, LLC$20M
- COMERICA BANK$2M
Largest adds
- Shaker Financial Services, LLC$6M
- PNC FINANCIAL SERVICES GROUP, INC.$296K
- WELLS FARGO & COMPANY/MN$289K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15M
- UBS Group AG$8M
- MORGAN STANLEY$7M
- AMERIPRISE FINANCIAL INC$2M
- McGowan Group Asset Management, Inc.$2M
- Karpus Management, Inc.$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,685,642 | $54M | 17.5% | 2026-Q1 |
| UBS Group AG trimmed | 2,201,303 | $44M | 14.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,458,769 | $29M | 9.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 840,344 | $17M | 5.5% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 624,406 | $13M | 4.1% | 2026-Q1 |
| Shaker Financial Services, LLC added | 398,083 | $8M | 2.6% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 387,327 | $8M | 2.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 367,874 | $7M | 2.4% | 2026-Q1 |
| Heron Bay Capital Management trimmed | 311,443 | $6M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 305,677 | $6M | 2.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 297,267 | $6M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 294,978 | $6M | 1.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 233,157 | $5M | 1.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 200,737 | $4M | 1.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 186,038 | $4M | 1.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 174,979 | $4M | 1.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 170,543 | $3M | 1.1% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 138,333 | $3M | 0.9% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 134,703 | $3M | 0.9% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 128,868 | $3M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 122,469 | $2M | 0.8% | 2026-Q1 |
| WealthTrust Axiom LLC trimmed | 118,579 | $2M | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 115,801 | $2M | 0.8% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 113,239 | $2M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 112,600 | $2M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 111,568 | $2M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 96,504 | $2M | 0.6% | 2026-Q1 |
| Live Oak Private Wealth LLC | 92,351 | $2M | 0.6% | 2026-Q1 |
| Arkadios Wealth Advisors new | 88,776 | $2M | 0.6% | 2026-Q1 |
| Wagner Wealth Management, LLC trimmed | 85,374 | $2M | 0.6% | 2026-Q1 |
| EDGEWOOD MANAGEMENT LLC | 82,000 | $2M | 0.5% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP new | 80,717 | $2M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 71,082 | $1M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 62,088 | $1M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 54,619 | $1M | 0.4% | 2026-Q1 |
| PMG Family Office LLC added | 49,372 | $993K | 0.3% | 2026-Q1 |
| &PARTNERS added | 46,353 | $929K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 45,648 | $918K | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 38,924 | $783K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 35,134 | $707K | 0.2% | 2026-Q1 |
| 1776 Wealth LLC | 32,103 | $646K | 0.2% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 30,892 | $622K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC | 29,786 | $599K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 29,555 | $595K | 0.2% | 2026-Q1 |
| Fairman Group, LLC | 28,557 | $575K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 27,351 | $550K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 27,004 | $543K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 26,563 | $543K | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 25,356 | $510K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 25,179 | $507K | 0.2% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 23,545 | $474K | 0.2% | 2026-Q1 |
| Palogic Value Management, L.P. | 23,500 | $473K | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC | 22,209 | $447K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 21,778 | $438K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 20,265 | $408K | 0.1% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. added | 19,764 | $398K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 19,267 | $388K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 19,243 | $387K | 0.1% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC trimmed | 18,805 | $378K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 18,578 | $374K | 0.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 18,303 | $368K | 0.1% | 2026-Q1 |
| Formidable Asset Management, LLC trimmed | 15,733 | $363K | 0.1% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 17,811 | $358K | 0.1% | 2026-Q1 |
| Advisory Advocates, LLC | 17,498 | $352K | 0.1% | 2026-Q1 |
| Creative Planning added | 17,033 | $343K | 0.1% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 16,650 | $335K | 0.1% | 2026-Q1 |
| CHOREO, LLC | 16,125 | $324K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. | 15,467 | $311K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 13,753 | $277K | 0.1% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 13,743 | $277K | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 13,473 | $271K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC | 13,329 | $268K | 0.1% | 2026-Q1 |
| Dakota Wealth Management added | 13,264 | $267K | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 11,893 | $239K | 0.1% | 2026-Q1 |
| COMMERCE BANK | 11,255 | $226K | 0.1% | 2026-Q1 |
| Accel Wealth Management added | 11,075 | $223K | 0.1% | 2026-Q1 |
| MidFirst Bank | 11,000 | $221K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,659 | $214K | 0.1% | 2026-Q1 |
| SHIKIAR ASSET MANAGEMENT INC | 10,500 | $211K | 0.1% | 2026-Q1 |
| Cornerstone Advisors, LLC trimmed | 859,911 | $20M | 6.4% | 2025-Q4 stale |
| COMERICA BANK trimmed | 72,581 | $2M | 0.5% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 53,673 | $1M | 0.4% | 2025-Q2 stale |
| 1607 Capital Partners, LLC trimmed | 41,506 | $869K | 0.3% | 2025-Q2 stale |
| Allspring Global Investments Holdings, LLC | 29,096 | $530K | 0.2% | 2025-Q1 stale |
| Yukon Wealth Management, Inc. new | 27,069 | $493K | 0.2% | 2025-Q1 stale |
| OPPENHEIMER & CO INC added | 18,828 | $394K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 15,411 | $356K | 0.1% | 2025-Q4 stale |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 13,663 | $315K | 0.1% | 2025-Q4 stale |
| Navis Wealth Advisors, LLC added | 13,000 | $300K | 0.1% | 2025-Q4 stale |
| Mariner, LLC trimmed | 12,177 | $281K | 0.1% | 2025-Q4 stale |
| FOURPATH CAPITAL MANAGEMENT, LLC | 15,000 | $273K | 0.1% | 2025-Q1 stale |
| AQR Arbitrage LLC trimmed | 12,644 | $267K | 0.1% | 2025-Q3 stale |
| EverSource Wealth Advisors, LLC new | 10,893 | $230K | 0.1% | 2025-Q3 stale |
| CreativeOne Wealth, LLC trimmed | 9,852 | $228K | 0.1% | 2025-Q4 stale |
| Simplicity Wealth,LLC new | 9,523 | $220K | 0.1% | 2025-Q4 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10,500 | $220K | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 9,214 | $213K | 0.1% | 2025-Q4 stale |
| Capital Investment Advisors, LLC added | 9,124 | $211K | 0.1% | 2025-Q4 stale |
| Cerity Partners LLC trimmed | 9,103 | $210K | 0.1% | 2025-Q4 stale |
| NORTHSTAR ASSET MANAGEMENT INC new | 9,000 | $208K | 0.1% | 2025-Q4 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.