Who owns ETN (ETN)
Which tracked institutional funds hold ETN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETN 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 ETN is one-sided between 2025-Q4 and 2026-Q1: 940 added or opened and 284 trimmed or exited — on balance accumulating.
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
ETN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes ETN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ETN 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 2498 tracked filers holding ETN, 1312 increased or opened the position and 1074 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 ETN 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 82
- VANGUARD CAPITAL MANAGEMENT LLC$9.0B
- VANGUARD PORTFOLIO MANAGEMENT LLC$3.3B
- VANGUARD FIDUCIARY TRUST CO$782M
- CIBC Bancorp USA Inc.$332M
- Vanguard Global Advisers, LLC$303M
- VANGUARD ASSET MANAGEMENT, Ltd$225M
Full exits 113
- VANGUARD GROUP INC$12.1B
- Qube Research & Technologies Ltd$283M
- CIBC Private Wealth Group LLC$206M
- Janney Montgomery Scott LLC$142M
- RENAISSANCE TECHNOLOGIES LLC$102M
- WORLDQUANT MILLENNIUM ADVISORS LLC$49M
Largest adds
- WELLINGTON MANAGEMENT GROUP LLP$1.5B
- BlackRock, Inc.$1.2B
- JPMORGAN CHASE & CO$840M
- STATE STREET CORP$702M
- BANK OF AMERICA CORP /DE/$653M
- MORGAN STANLEY$556M
Largest trims
- NORGES BANK$311M
- JANE STREET GROUP, LLC$186M
- TWO SIGMA INVESTMENTS, LP$175M
- Man Group plc$160M
- NATIONAL BANK OF CANADA /FI/$159M
- D. E. Shaw & Co., Inc.$124M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 29,652,870 | $10.6B | 9.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 25,246,116 | $9.0B | 8.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 19,300,911 | $6.6B | 5.9% | 2026-Q1 |
| STATE STREET CORP added | 16,976,823 | $6.1B | 5.4% | 2026-Q1 |
| MORGAN STANLEY added | 13,111,623 | $4.7B | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 12,083,030 | $4.3B | 3.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,185,593 | $3.3B | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,852,541 | $3.2B | 2.8% | 2026-Q1 |
| FMR LLC trimmed | 8,420,277 | $3.0B | 2.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,705,710 | $2.0B | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,515,091 | $2.0B | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 5,353,533 | $1.9B | 1.7% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 5,092,361 | $1.8B | 1.6% | 2026-Q1 |
| UBS Group AG added | 4,855,173 | $1.7B | 1.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,688,364 | $1.7B | 1.5% | 2026-Q1 |
| COATUE MANAGEMENT LLC added | 4,748,498 | $1.7B | 1.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 4,622,834 | $1.7B | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 4,380,146 | $1.6B | 1.4% | 2026-Q1 |
| Invesco Ltd. added | 4,193,756 | $1.5B | 1.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,897,640 | $1.4B | 1.2% | 2026-Q1 |
| NORGES BANK trimmed | 4,457,811 | $1.2B | 1.1% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 3,168,655 | $1.1B | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,083,025 | $1.1B | 1.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,327,403 | $1.1B | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,880,348 | $1.0B | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,667,009 | $954M | 0.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,355,307 | $842M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,344,740 | $839M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,296,924 | $822M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,232,218 | $798M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,186,658 | $782M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,169,614 | $776M | 0.7% | 2026-Q1 |
| Amundi trimmed | 1,780,318 | $637M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,496,635 | $535M | 0.5% | 2026-Q1 |
| Fayez Sarofim & Co added | 1,494,015 | $534M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,486,552 | $532M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,443,704 | $516M | 0.5% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,321,497 | $473M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,260,926 | $451M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,231,562 | $440M | 0.4% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,205,583 | $431M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 1,199,271 | $429M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,192,322 | $426M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,192,472 | $410M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 1,139,840 | $408M | 0.4% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 1,066,609 | $381M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 936,555 | $335M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 928,975 | $332M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 911,526 | $326M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 878,277 | $314M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 867,133 | $310M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 861,293 | $308M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 847,987 | $303M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 835,295 | $299M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 809,376 | $289M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 780,006 | $279M | 0.2% | 2026-Q1 |
| Swedbank AB added | 771,407 | $276M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 734,953 | $263M | 0.2% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 717,417 | $257M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 690,956 | $247M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 684,826 | $245M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 673,631 | $235M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 628,665 | $225M | 0.2% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 617,366 | $221M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 614,541 | $220M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 604,351 | $216M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 603,248 | $216M | 0.2% | 2026-Q1 |
| Guinness Asset Management LTD trimmed | 599,911 | $214M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 596,004 | $213M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 594,884 | $213M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 594,367 | $213M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 592,452 | $212M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 596,945 | $212M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 555,969 | $199M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 554,976 | $198M | 0.2% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 553,010 | $198M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 549,528 | $197M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 525,067 | $188M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board added | 524,798 | $188M | 0.2% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. added | 512,646 | $183M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 503,728 | $180M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 496,007 | $177M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 491,632 | $176M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 484,516 | $173M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 480,874 | $172M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 473,192 | $169M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 467,195 | $167M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 459,531 | $164M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 456,961 | $163M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 456,025 | $163M | 0.1% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 453,929 | $162M | 0.1% | 2026-Q1 |
| TCW GROUP INC added | 451,999 | $162M | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 438,456 | $157M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 437,010 | $156M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 37,946,883 | $12.1B | 10.8% | 2025-Q4 stale |
| Capital International Investors added | 1,700,879 | $607M | 0.5% | 2025-Q2 stale |
| Winslow Capital Management, LLC added | 1,015,826 | $380M | 0.3% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 870,689 | $326M | 0.3% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 887,499 | $283M | 0.3% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 645,558 | $206M | 0.2% | 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.