Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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
5 tracked funds added or opened ETJ while 8 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
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 2026-Q1 and 2026-Q2, across 118 tracked filers holding ETJ, 58 increased or opened the position and 39 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 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 5
- COHEN & STEERS, INC.$2M
- Cambridge Investment Research Advisors, Inc.$2M
- CENTAURUS FINANCIAL, INC.$612K
- Independent Advisor Alliance$564K
- Janney Montgomery Scott LLC$507K
Largest adds
- GUGGENHEIM CAPITAL LLC$2M
- LPL Financial LLC$1M
- RAYMOND JAMES FINANCIAL INC$659K
- OSAIC HOLDINGS, INC.$534K
- Advisory Services Network, LLC$255K
Largest trims
- Shaker Financial Services, LLC$310K
- Calamos Advisors LLC$279K
- Focus Partners Wealth$257K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 2,333,233 | $19M | 16.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,992,486 | $16M | 14.4% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 1,400,673 | $12M | 10.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,260,719 | $10M | 9.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 877,603 | $7M | 6.4% | 2026-Q2 |
| MORGAN STANLEY added | 738,664 | $6M | 5.4% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 481,799 | $4M | 3.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 444,704 | $4M | 3.2% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 206,902 | $2M | 1.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 191,837 | $2M | 1.4% | 2026-Q2 |
| Financial Alternatives, Inc trimmed | 180,120 | $1M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 176,273 | $1M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 160,363 | $1M | 1.2% | 2026-Q2 |
| &PARTNERS added | 156,301 | $1M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 150,552 | $1M | 1.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 148,488 | $1M | 1.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 145,117 | $1M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 133,176 | $1M | 1.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 129,146 | $1M | 0.9% | 2026-Q2 |
| Advisory Services Network, LLC added | 121,745 | $1M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 119,235 | $986K | 0.9% | 2026-Q2 |
| Creative Planning trimmed | 118,544 | $980K | 0.9% | 2026-Q2 |
| PMG Family Office LLC added | 108,555 | $898K | 0.8% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 98,648 | $816K | 0.7% | 2026-Q2 |
| UBS Group AG added | 94,020 | $778K | 0.7% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 81,025 | $670K | 0.6% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 80,800 | $668K | 0.6% | 2026-Q2 |
| Pointe Capital Management LLC trimmed | 77,964 | $645K | 0.6% | 2026-Q2 |
| SageView Advisory Group, LLC added | 68,824 | $569K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 61,042 | $505K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 53,340 | $441K | 0.4% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 51,645 | $427K | 0.4% | 2026-Q2 |
| WCG Wealth Advisors LLC | 51,136 | $423K | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 50,876 | $421K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 50,047 | $414K | 0.4% | 2026-Q2 |
| RPO LLC added | 41,442 | $343K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 39,547 | $336K | 0.3% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 38,327 | $317K | 0.3% | 2026-Q2 |
| David J Yvars Group trimmed | 37,882 | $313K | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 36,296 | $300K | 0.3% | 2026-Q2 |
| DECISION INVESTMENTS, INC trimmed | 34,307 | $284K | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 31,054 | $257K | 0.2% | 2026-Q2 |
| Portfolio Strategies, Inc. trimmed | 30,921 | $256K | 0.2% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 30,000 | $248K | 0.2% | 2026-Q2 |
| Formidable Asset Management, LLC added | 28,583 | $234K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 28,436 | $235K | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 28,310 | $234K | 0.2% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 28,000 | $232K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 25,619 | $212K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 25,346 | $210K | 0.2% | 2026-Q2 |
| Successful Portfolios LLC | 25,102 | $213K | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 25,000 | $207K | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 25,000 | $207K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 24,249 | $201K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 24,109 | $202K | 0.2% | 2026-Q2 |
| WESPAC Advisors, LLC | 24,000 | $198K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 23,450 | $196K | 0.2% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 23,364 | $193K | 0.2% | 2026-Q2 |
| Harbour Wealth Management Group, Inc. added | 23,212 | $192K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc | 22,683 | $188K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 21,372 | $177K | 0.2% | 2026-Q2 |
| Allworth Financial LP | 20,117 | $166K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 19,743 | $163K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 19,153 | $158K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 18,135 | $150K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 17,796 | $147K | 0.1% | 2026-Q2 |
| Everstar Asset Management, LLC | 16,955 | $140K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 16,878 | $140K | 0.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC added | 16,600 | $137K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. | 16,300 | $135K | 0.1% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC added | 16,083 | $133K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 15,655 | $129K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 14,941 | $124K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 14,631 | $121K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 14,455 | $120K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 13,818 | $114K | 0.1% | 2026-Q2 |
| Semus Wealth Partners LLC trimmed | 13,497 | $112K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. | 13,474 | $111K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC | 12,700 | $105K | 0.1% | 2026-Q2 |
| Insight Advisors, LLC/ PA added | 12,426 | $103K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC | 12,360 | $102K | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC | 12,025 | $99K | 0.1% | 2026-Q2 |
| World Investment Advisors | 11,435 | $94K | 0.1% | 2026-Q2 |
| Diversified Enterprises, LLC trimmed | 11,363 | $94K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 11,252 | $93K | 0.1% | 2026-Q2 |
| Kingsbury Capital Investment Advisors LLC added | 11,230 | $93K | 0.1% | 2026-Q2 |
| KMT WEALTH MANAGEMENT, LLC new | 11,230 | $93K | 0.1% | 2026-Q2 |
| Liberty Capital Management, Inc. trimmed | 11,170 | $92K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC | 11,090 | $92K | 0.1% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC | 11,036 | $91K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC | 8,000 | $66K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,053 | $58K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 7,025 | $58K | 0.1% | 2026-Q2 |
| Princeton Global Asset Management LLC | 5,752 | $48K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 3,750 | $31K | 0.0% | 2026-Q2 |
| Creative Capital Management Investments LLC | 3,556 | $29K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 3,050 | $25K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 2,792 | $23K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 2,500 | $21K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 2,475 | $20K | 0.0% | 2026-Q2 |
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.