Who owns ETR (ETR)
Which tracked institutional funds hold ETR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETR 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 ETR is one-sided between 2025-Q4 and 2026-Q1: 496 added or opened and 115 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
ETR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ETR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ETR 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 1274 tracked filers holding ETR, 657 increased or opened the position and 526 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 ETR 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 55
- VANGUARD CAPITAL MANAGEMENT LLC$3.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.9B
- VANGUARD FIDUCIARY TRUST CO$286M
- MIZUHO MARKETS AMERICAS LLC$157M
- Vanguard Global Advisers, LLC$111M
- VANGUARD ASSET MANAGEMENT, Ltd$95M
Full exits 44
- VANGUARD GROUP INC$5.4B
- Freestone Grove Partners LP$73M
- PointState Capital LP$29M
- Diameter Capital Partners LP$19M
- BW Gestao de Investimentos Ltda.$13M
- NewEdge Advisors, LLC$9M
Largest adds
- JPMORGAN CHASE & CO$949M
- STATE STREET CORP$553M
- BANK OF AMERICA CORP /DE/$427M
- GEODE CAPITAL MANAGEMENT, LLC$255M
- GOLDMAN SACHS GROUP INC$240M
- FMR LLC$215M
Largest trims
- NORGES BANK$187M
- Soroban Capital Partners LP$107M
- M&T Bank Corp$59M
- Zimmer Partners, LP$49M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$44M
- Merewether Investment Management, LP$43M
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. trimmed | 33,698,861 | $3.8B | 7.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 29,423,549 | $3.3B | 6.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 27,432,884 | $3.0B | 6.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 25,543,018 | $2.9B | 5.9% | 2026-Q1 |
| STATE STREET CORP added | 24,953,531 | $2.8B | 5.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 17,369,775 | $2.0B | 4.0% | 2026-Q1 |
| FMR LLC trimmed | 14,158,305 | $1.6B | 3.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 12,010,537 | $1.3B | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 11,828,180 | $1.3B | 2.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 9,591,393 | $1.1B | 2.2% | 2026-Q1 |
| Clearbridge Investments, LLC added | 6,867,496 | $772M | 1.6% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 6,681,876 | $751M | 1.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 6,588,009 | $740M | 1.5% | 2026-Q1 |
| Invesco Ltd. added | 6,240,054 | $701M | 1.4% | 2026-Q1 |
| Boston Partners trimmed | 6,122,901 | $689M | 1.4% | 2026-Q1 |
| Newport Trust Company, LLC trimmed | 5,208,183 | $585M | 1.2% | 2026-Q1 |
| Capital Research Global Investors trimmed | 5,040,792 | $566M | 1.2% | 2026-Q1 |
| Capital International Investors trimmed | 4,691,249 | $527M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,665,268 | $524M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,185,972 | $470M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 4,070,202 | $457M | 0.9% | 2026-Q1 |
| Legal & General Group Plc added | 3,910,819 | $439M | 0.9% | 2026-Q1 |
| UBS Group AG added | 3,805,892 | $428M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,779,746 | $425M | 0.9% | 2026-Q1 |
| ALKEON CAPITAL MANAGEMENT LLC added | 3,326,012 | $374M | 0.8% | 2026-Q1 |
| TD Asset Management Inc trimmed | 3,320,316 | $373M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 3,296,925 | $370M | 0.8% | 2026-Q1 |
| NORGES BANK trimmed | 3,993,956 | $341M | 0.7% | 2026-Q1 |
| COHEN & STEERS, INC. added | 3,038,377 | $341M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,002,233 | $337M | 0.7% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 2,945,987 | $331M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,546,285 | $286M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,451,739 | $275M | 0.6% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 2,434,042 | $273M | 0.6% | 2026-Q1 |
| 1832 Asset Management L.P. added | 2,381,087 | $268M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 2,376,207 | $267M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 2,307,061 | $259M | 0.5% | 2026-Q1 |
| REAVES W H & CO INC trimmed | 2,242,772 | $252M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,230,579 | $251M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,970,630 | $221M | 0.5% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 1,965,259 | $221M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,952,497 | $219M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,841,587 | $207M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,810,352 | $203M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,757,392 | $197M | 0.4% | 2026-Q1 |
| Soroban Capital Partners LP trimmed | 1,723,304 | $194M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,644,953 | $185M | 0.4% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 1,532,230 | $172M | 0.4% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 1,411,147 | $159M | 0.3% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 1,394,400 | $157M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,338,513 | $150M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,310,700 | $147M | 0.3% | 2026-Q1 |
| Energy Income Partners, LLC trimmed | 1,305,538 | $147M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,278,851 | $144M | 0.3% | 2026-Q1 |
| Electron Capital Partners, LLC trimmed | 1,265,320 | $142M | 0.3% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 1,231,965 | $138M | 0.3% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,229,287 | $138M | 0.3% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd added | 1,162,738 | $131M | 0.3% | 2026-Q1 |
| Merewether Investment Management, LP trimmed | 1,094,542 | $123M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,059,143 | $119M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,030,291 | $116M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,009,449 | $113M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,008,204 | $113M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 987,611 | $111M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 967,734 | $109M | 0.2% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 950,636 | $107M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 934,599 | $105M | 0.2% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 928,573 | $104M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 897,651 | $101M | 0.2% | 2026-Q1 |
| UniSuper Management Pty Ltd added | 888,633 | $100M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 884,212 | $99M | 0.2% | 2026-Q1 |
| TCW GROUP INC added | 877,145 | $99M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 867,177 | $97M | 0.2% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 858,181 | $96M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 857,978 | $96M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 854,923 | $96M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 860,940 | $95M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 843,286 | $95M | 0.2% | 2026-Q1 |
| Amundi trimmed | 795,367 | $89M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 793,663 | $89M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 784,859 | $88M | 0.2% | 2026-Q1 |
| HITE Hedge Asset Management LLC trimmed | 763,078 | $86M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 754,826 | $85M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 727,397 | $82M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 707,812 | $80M | 0.2% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL trimmed | 704,598 | $79M | 0.2% | 2026-Q1 |
| GROUPAMA ASSET MANAGMENT added | 695,812 | $78M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 694,119 | $78M | 0.2% | 2026-Q1 |
| Aventail Capital Group, LP trimmed | 692,533 | $78M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 687,226 | $77M | 0.2% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 682,847 | $77M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 677,611 | $76M | 0.2% | 2026-Q1 |
| Employees Retirement System of Texas trimmed | 671,175 | $75M | 0.2% | 2026-Q1 |
| AVIVA PLC added | 653,662 | $73M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 632,837 | $71M | 0.1% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY added | 619,237 | $70M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 58,531,515 | $5.4B | 11.1% | 2025-Q4 stale |
| ClearBridge Investments Ltd added | 4,660,531 | $387M | 0.8% | 2025-Q2 stale |
| Maple-Brown Abbott Ltd added | 1,234,206 | $106M | 0.2% | 2025-Q1 stale |
| Freestone Grove Partners LP added | 787,603 | $73M | 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.