Who owns ETJ (ETJ)
Which tracked institutional funds hold ETJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETJ 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 ETJ is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 15 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
ETJ’s largest tracked holder by dollar value, LPL Financial LLC, 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 ETJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ETJ 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 116 tracked filers holding ETJ, 58 increased or opened the position and 44 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 ETJ 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
- Independent Advisor Alliance$564K
Full exits 4
- Cornerstone Advisors, LLC$7M
- READYSTATE ASSET MANAGEMENT LP$1M
- NewEdge Advisors, LLC$539K
- SageView Advisory Group, LLC$526K
Largest adds
- Steward Partners Investment Advisory, LLC$826K
- &PARTNERS$580K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Shaker Financial Services, LLC$2M
- Invesco Ltd.$2M
- LPL Financial LLC$1M
- RPO LLC$1M
- RAYMOND JAMES FINANCIAL INC$963K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,238,255 | $18M | 14.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,936,190 | $16M | 12.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,210,724 | $10M | 7.9% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 1,148,133 | $9M | 7.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 884,393 | $7M | 5.8% | 2026-Q1 |
| MORGAN STANLEY added | 725,750 | $6M | 4.7% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 485,611 | $4M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 427,823 | $3M | 2.8% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 247,420 | $2M | 1.6% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 241,380 | $2M | 1.6% | 2026-Q1 |
| Focus Partners Wealth added | 225,692 | $2M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 190,940 | $2M | 1.2% | 2026-Q1 |
| Financial Alternatives, Inc trimmed | 188,665 | $2M | 1.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 177,068 | $1M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 159,954 | $1M | 1.0% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 156,005 | $1M | 1.0% | 2026-Q1 |
| Creative Planning trimmed | 150,479 | $1M | 1.0% | 2026-Q1 |
| &PARTNERS added | 149,286 | $1M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 134,957 | $1M | 0.9% | 2026-Q1 |
| Calamos Advisors LLC added | 133,982 | $1M | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 133,176 | $1M | 0.9% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 125,241 | $1M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 120,616 | $985K | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 116,319 | $951K | 0.8% | 2026-Q1 |
| PMG Family Office LLC added | 101,258 | $827K | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 92,297 | $754K | 0.6% | 2026-Q1 |
| Advisory Services Network, LLC added | 91,996 | $752K | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 87,123 | $712K | 0.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 85,360 | $697K | 0.6% | 2026-Q1 |
| Pointe Capital Management LLC added | 84,722 | $692K | 0.6% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 74,947 | $612K | 0.5% | 2026-Q1 |
| Independent Advisor Alliance added | 69,048 | $564K | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 62,060 | $507K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 56,575 | $462K | 0.4% | 2026-Q1 |
| Garden State Investment Advisory Services LLC added | 52,945 | $433K | 0.3% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 51,136 | $418K | 0.3% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 50,000 | $408K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 47,991 | $392K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 47,952 | $392K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 41,185 | $336K | 0.3% | 2026-Q1 |
| David J Yvars Group trimmed | 40,246 | $329K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 38,983 | $315K | 0.3% | 2026-Q1 |
| ELCO Management Co., LLC trimmed | 38,143 | $312K | 0.2% | 2026-Q1 |
| Arlington Capital Management, Inc. added | 35,843 | $293K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 35,101 | $287K | 0.2% | 2026-Q1 |
| DECISION INVESTMENTS, INC trimmed | 34,443 | $281K | 0.2% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 31,956 | $261K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 31,621 | $258K | 0.2% | 2026-Q1 |
| Formidable Asset Management, LLC added | 28,371 | $250K | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC | 28,000 | $229K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 25,915 | $212K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 25,489 | $208K | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 25,000 | $204K | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | 25,000 | $204K | 0.2% | 2026-Q1 |
| Successful Portfolios LLC trimmed | 25,102 | $202K | 0.2% | 2026-Q1 |
| WESPAC Advisors, LLC | 24,000 | $196K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. added | 23,656 | $193K | 0.2% | 2026-Q1 |
| Harbour Wealth Management Group, Inc. added | 22,856 | $187K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 22,683 | $185K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 22,386 | $183K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 22,109 | $181K | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 21,227 | $173K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 20,117 | $164K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. | 19,905 | $163K | 0.1% | 2026-Q1 |
| RPO LLC trimmed | 19,442 | $159K | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 19,122 | $156K | 0.1% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 16,955 | $139K | 0.1% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 17,455 | $138K | 0.1% | 2026-Q1 |
| Semus Wealth Partners LLC added | 16,586 | $136K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. | 16,300 | $133K | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC | 16,100 | $132K | 0.1% | 2026-Q1 |
| PRIMORIS WEALTH ADVISORS, LLC added | 16,079 | $131K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,969 | $130K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 15,329 | $125K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 15,195 | $124K | 0.1% | 2026-Q1 |
| WEALTH EFFECTS LLC trimmed | 15,075 | $123K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC | 14,428 | $118K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 14,344 | $117K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. | 13,474 | $110K | 0.1% | 2026-Q1 |
| Catalina Capital Group, LLC added | 13,296 | $109K | 0.1% | 2026-Q1 |
| Procyon Advisors, LLC new | 12,700 | $104K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 12,574 | $103K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC | 12,360 | $101K | 0.1% | 2026-Q1 |
| Insight Advisors, LLC/ PA added | 12,144 | $99K | 0.1% | 2026-Q1 |
| Cornerstone Advisors, LLC trimmed | 762,333 | $7M | 5.4% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 134,063 | $1M | 0.9% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 123,890 | $1M | 0.9% | 2025-Q3 stale |
| LaSalle St. Investment Advisors, LLC new | 42,773 | $626K | 0.5% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 61,112 | $539K | 0.4% | 2025-Q4 stale |
| SageView Advisory Group, LLC added | 59,691 | $526K | 0.4% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 28,407 | $257K | 0.2% | 2025-Q2 stale |
| Global Assets Advisory, LLC added | 30,442 | $256K | 0.2% | 2025-Q1 stale |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 29,929 | $253K | 0.2% | 2025-Q1 stale |
| Almitas Capital LLC new | 20,661 | $182K | 0.1% | 2025-Q4 stale |
| Sheaff Brock Investment Advisors, LLC | 20,117 | $170K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 16,352 | $148K | 0.1% | 2025-Q2 stale |
| Liberty Capital Management, Inc. trimmed | 14,170 | $125K | 0.1% | 2025-Q4 stale |
| OPPENHEIMER & CO INC | 13,142 | $119K | 0.1% | 2025-Q2 stale |
| Congress Park Capital LLC trimmed | 12,000 | $108K | 0.1% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC | 11,509 | $103K | 0.1% | 2025-Q3 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.