Who owns ETV (ETV)
Which tracked institutional funds hold ETV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETV 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
12 tracked funds added or opened ETV while 23 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
ETV’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 ETV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ETV 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 179 tracked filers holding ETV, 88 increased or opened the position and 70 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 ETV 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 3
- PARK AVENUE SECURITIES LLC$2M
- Calamos Advisors LLC$584K
- Spartan Wealth Advisory Services LLC$569K
Full exits 5
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- Logan Stone Capital, LLC$1M
- NewEdge Advisors, LLC$967K
- Cornerstone Advisors, LLC$865K
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$561K
Largest adds
- Cetera Investment Advisers$3M
- Focus Partners Wealth$3M
- Stolper Co$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Steward Partners Investment Advisory, LLC$965K
- PARAGON FINANCIAL PARTNERS, INC.$948K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- READYSTATE ASSET MANAGEMENT LP$3M
- Shaker Financial Services, LLC$3M
- Invesco Ltd.$3M
- LPL Financial LLC$2M
- OSAIC HOLDINGS, 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 trimmed | 1,804,529 | $25M | 8.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,719,182 | $24M | 7.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,386,051 | $19M | 6.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 1,335,358 | $18M | 6.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,153,522 | $16M | 5.2% | 2026-Q1 |
| PARAGON FINANCIAL PARTNERS, INC. added | 994,107 | $14M | 4.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 719,814 | $10M | 3.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 615,740 | $8M | 2.8% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC added | 606,954 | $8M | 2.7% | 2026-Q1 |
| UBS Group AG added | 525,837 | $7M | 2.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 467,759 | $6M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 452,782 | $6M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 436,537 | $6M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 430,543 | $6M | 1.9% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 423,531 | $6M | 1.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 399,182 | $5M | 1.8% | 2026-Q1 |
| SIMS INVESTMENT MANAGEMENT, LLC trimmed | 387,929 | $5M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 362,457 | $5M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 340,066 | $5M | 1.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 317,449 | $4M | 1.4% | 2026-Q1 |
| Kingstone Capital Partners Texas, LLC added | 307,504 | $4M | 1.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 297,695 | $4M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 267,092 | $4M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 259,366 | $4M | 1.2% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 255,669 | $3M | 1.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 247,876 | $3M | 1.1% | 2026-Q1 |
| Focus Partners Wealth added | 241,942 | $3M | 1.1% | 2026-Q1 |
| Thayer Partners, LLC / MA added | 205,433 | $3M | 0.9% | 2026-Q1 |
| SHARPEPOINT LLC added | 199,934 | $3M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 195,722 | $3M | 0.9% | 2026-Q1 |
| Stolper Co added | 13,651 | $2M | 0.8% | 2026-Q1 |
| Emissary Wealth LLC added | 168,822 | $2M | 0.8% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc | 159,923 | $2M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 144,255 | $2M | 0.7% | 2026-Q1 |
| NAPLES GLOBAL ADVISORS, LLC trimmed | 130,413 | $2M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 127,700 | $2M | 0.6% | 2026-Q1 |
| Outlook Wealth Advisors, LLC added | 119,966 | $2M | 0.5% | 2026-Q1 |
| Advisory Advocates, LLC added | 113,138 | $2M | 0.5% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 112,965 | $2M | 0.5% | 2026-Q1 |
| Mutual Advisors, LLC added | 109,492 | $1M | 0.5% | 2026-Q1 |
| PMG Family Office LLC added | 102,840 | $1M | 0.5% | 2026-Q1 |
| WEDBUSH SECURITIES INC trimmed | 102,557 | $1M | 0.5% | 2026-Q1 |
| COHEN & STEERS, INC. added | 100,931 | $1M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 99,309 | $1M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 97,656 | $1M | 0.4% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 96,023 | $1M | 0.4% | 2026-Q1 |
| 1607 Capital Partners, LLC | 94,313 | $1M | 0.4% | 2026-Q1 |
| Cresset Asset Management, LLC added | 90,839 | $1M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 84,222 | $1M | 0.4% | 2026-Q1 |
| Obermeyer Wealth Partners added | 81,633 | $1M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 78,641 | $1M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 70,651 | $966K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 68,276 | $933K | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 66,049 | $903K | 0.3% | 2026-Q1 |
| Curi Capital, LLC trimmed | 64,998 | $889K | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 60,669 | $829K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 59,210 | $809K | 0.3% | 2026-Q1 |
| Focus Financial Network, Inc. added | 56,579 | $773K | 0.3% | 2026-Q1 |
| Creative Planning added | 47,936 | $655K | 0.2% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC | 46,649 | $638K | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 45,249 | $619K | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 44,123 | $603K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 42,453 | $586K | 0.2% | 2026-Q1 |
| Calamos Advisors LLC new | 42,714 | $584K | 0.2% | 2026-Q1 |
| SteelPeak Wealth, LLC trimmed | 41,908 | $573K | 0.2% | 2026-Q1 |
| Spartan Wealth Advisory Services LLC new | 41,625 | $569K | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 39,303 | $537K | 0.2% | 2026-Q1 |
| COMMONS CAPITAL, LLC added | 38,334 | $524K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 37,069 | $507K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 35,005 | $503K | 0.2% | 2026-Q1 |
| WEALTH EFFECTS LLC added | 36,618 | $501K | 0.2% | 2026-Q1 |
| STABLEFORD CAPITAL II LLC trimmed | 34,880 | $477K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC | 33,229 | $454K | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 32,815 | $449K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 31,455 | $430K | 0.1% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. new | 30,946 | $423K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. added | 30,933 | $423K | 0.1% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP added | 28,770 | $422K | 0.1% | 2026-Q1 |
| &PARTNERS added | 30,527 | $417K | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC added | 27,847 | $409K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. | 28,820 | $394K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 27,175 | $371K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 26,545 | $363K | 0.1% | 2026-Q1 |
| Everstar Asset Management, LLC trimmed | 24,960 | $341K | 0.1% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 153,023 | $2M | 0.7% | 2025-Q4 stale |
| Karpus Management, Inc. trimmed | 149,526 | $2M | 0.7% | 2025-Q3 stale |
| Logan Stone Capital, LLC new | 72,440 | $1M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 67,321 | $967K | 0.3% | 2025-Q4 stale |
| Cornerstone Advisors, LLC trimmed | 60,214 | $865K | 0.3% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 46,006 | $656K | 0.2% | 2025-Q3 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 39,065 | $561K | 0.2% | 2025-Q4 stale |
| Portfolio Strategies, Inc. new | 35,368 | $504K | 0.2% | 2025-Q3 stale |
| GPS Wealth Strategies Group, LLC | 33,229 | $474K | 0.2% | 2025-Q3 stale |
| Keeley-Teton Advisors, LLC | 32,815 | $433K | 0.1% | 2025-Q1 stale |
| Avory & Company, LLC | 30,308 | $432K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 30,629 | $424K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 29,590 | $410K | 0.1% | 2025-Q2 stale |
| IFG Advisory, LLC | 27,962 | $402K | 0.1% | 2025-Q4 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 24,628 | $342K | 0.1% | 2025-Q2 stale |
| Texas Capital Bancshares Inc/TX new | 22,777 | $325K | 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.