Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 ETV is one-sided between 2026-Q1 and 2026-Q2: 38 added or opened and 12 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
ETV’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 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 2026-Q1 and 2026-Q2, across 176 tracked filers holding ETV, 88 increased or opened the position and 65 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 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.
New buyers 5
- Advisory Solutions Group, LLC$3M
- NewEdge Advisors, LLC$996K
- Choate Investment Advisors$670K
- IHT Wealth Management, LLC$588K
- EP Wealth Advisors, LLC$572K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$4M
- WOLVERINE ASSET MANAGEMENT LLC$3M
- Stolper Co$2M
- PARK AVENUE SECURITIES LLC$2M
- WEDBUSH SECURITIES INC$1M
- COHEN & STEERS, INC.$1M
Largest adds
- LPL Financial LLC$4M
- GUGGENHEIM CAPITAL LLC$3M
- MORGAN STANLEY$3M
- Invesco Ltd.$3M
- RAYMOND JAMES FINANCIAL INC$2M
- Cetera Investment Advisers$1M
Largest trims
- TRUIST FINANCIAL CORP$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Mariner, LLC$1M
- Calamos Advisors LLC$419K
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 | 1,871,053 | $28M | 8.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,869,128 | $28M | 8.9% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 1,457,304 | $22M | 6.9% | 2026-Q2 |
| Invesco Ltd. added | 1,445,729 | $22M | 6.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,169,365 | $17M | 5.6% | 2026-Q2 |
| PARAGON FINANCIAL PARTNERS, INC. trimmed | 973,129 | $14M | 4.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 671,347 | $10M | 3.2% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC added | 617,433 | $9M | 2.9% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 591,357 | $9M | 2.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 491,893 | $7M | 2.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 482,971 | $7M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 467,155 | $7M | 2.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 437,539 | $7M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 436,144 | $6M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 434,339 | $6M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 407,816 | $6M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 396,176 | $6M | 1.9% | 2026-Q2 |
| SIMS INVESTMENT MANAGEMENT, LLC trimmed | 386,085 | $6M | 1.8% | 2026-Q2 |
| Kingstone Capital Partners Texas, LLC added | 314,746 | $5M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 309,082 | $5M | 1.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 301,867 | $4M | 1.4% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 288,807 | $4M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 263,007 | $4M | 1.3% | 2026-Q2 |
| Focus Partners Wealth added | 259,687 | $4M | 1.2% | 2026-Q2 |
| SHARPEPOINT LLC added | 218,139 | $3M | 1.0% | 2026-Q2 |
| Thayer Partners, LLC / MA added | 213,499 | $3M | 1.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 198,047 | $3M | 0.9% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc added | 183,717 | $3M | 0.9% | 2026-Q2 |
| Advisory Solutions Group, LLC new | 175,159 | $3M | 0.8% | 2026-Q2 |
| Emissary Wealth LLC added | 174,295 | $3M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 165,095 | $2M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 144,974 | $2M | 0.7% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 133,413 | $2M | 0.6% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 127,068 | $2M | 0.6% | 2026-Q2 |
| Advisory Advocates, LLC added | 123,408 | $2M | 0.6% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 120,224 | $2M | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC added | 119,705 | $2M | 0.6% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 110,696 | $2M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 107,608 | $2M | 0.5% | 2026-Q2 |
| PMG Family Office LLC added | 104,440 | $2M | 0.5% | 2026-Q2 |
| Obermeyer Wealth Partners added | 101,069 | $2M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 99,309 | $1M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 95,968 | $1M | 0.5% | 2026-Q2 |
| 1607 Capital Partners, LLC | 94,313 | $1M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC added | 92,695 | $1M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 78,280 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 66,958 | $996K | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 66,563 | $991K | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 64,549 | $960K | 0.3% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 54,625 | $813K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,187 | $762K | 0.2% | 2026-Q2 |
| Curi Capital, LLC trimmed | 49,640 | $739K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 47,322 | $704K | 0.2% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC | 46,649 | $694K | 0.2% | 2026-Q2 |
| Choate Investment Advisors new | 45,000 | $670K | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 44,997 | $670K | 0.2% | 2026-Q2 |
| SteelPeak Wealth, LLC added | 42,685 | $635K | 0.2% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC | 41,625 | $619K | 0.2% | 2026-Q2 |
| COMMONS CAPITAL, LLC added | 40,582 | $604K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC new | 39,500 | $588K | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 38,604 | $574K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 38,495 | $572K | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 38,473 | $572K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 37,640 | $562K | 0.2% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 36,685 | $546K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 36,021 | $536K | 0.2% | 2026-Q2 |
| STABLEFORD CAPITAL II LLC | 34,880 | $519K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 33,480 | $498K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC | 33,229 | $494K | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 31,476 | $468K | 0.1% | 2026-Q2 |
| &PARTNERS added | 30,706 | $457K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 29,630 | $441K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 28,820 | $429K | 0.1% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP | 28,770 | $453K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 28,018 | $419K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC | 27,962 | $416K | 0.1% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 27,805 | $414K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 26,640 | $396K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 25,046 | $373K | 0.1% | 2026-Q2 |
| Everstar Asset Management, LLC | 24,960 | $371K | 0.1% | 2026-Q2 |
| MCCARTER PRIVATE WEALTH SERVICES LLC added | 23,852 | $355K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 22,870 | $340K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 22,554 | $336K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC trimmed | 20,397 | $304K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 20,397 | $304K | 0.1% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 18,826 | $280K | 0.1% | 2026-Q2 |
| Westend Capital Management, LLC | 18,773 | $279K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 18,206 | $271K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 18,137 | $270K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 17,751 | $264K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. | 17,681 | $263K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 17,633 | $262K | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17,242 | $257K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC | 17,215 | $256K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 17,162 | $255K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 16,777 | $250K | 0.1% | 2026-Q2 |
| Diversified Enterprises, LLC added | 16,693 | $248K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 16,372 | $244K | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. new | 15,700 | $234K | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC | 15,590 | $232K | 0.1% | 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.