Who owns ETW
Which tracked institutional funds hold ETW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETW 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
21 tracked funds added or opened ETW while 10 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
ETW’s largest tracked holder by dollar value, GUGGENHEIM CAPITAL LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ETW 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 164 tracked filers holding ETW, 83 increased or opened the position and 60 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 ETW 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 1
- Saba Capital Management, L.P.$5M
Full exits 5
- PARK AVENUE SECURITIES LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- COHEN & STEERS, INC.$922K
- HighTower Advisors, LLC$587K
- MILLENNIUM MANAGEMENT LLC$583K
Largest adds
- Invesco Ltd.$3M
- 1607 Capital Partners, LLC$3M
- MORGAN STANLEY$2M
- RAYMOND JAMES FINANCIAL INC$2M
- GUGGENHEIM CAPITAL LLC$2M
- ROYAL BANK OF CANADA$1M
Largest trims
- WOLVERINE ASSET MANAGEMENT LLC$1M
- RiverTree Advisors, LLC$968K
- Kestra Advisory Services, LLC$718K
- Pathstone Holdings, LLC$454K
- Medallion Wealth Advisors, LLC$371K
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 |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC added | 2,274,928 | $22M | 8.9% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 2,196,365 | $21M | 8.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,087,980 | $20M | 8.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,053,674 | $20M | 8.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,757,063 | $17M | 6.9% | 2026-Q2 |
| Invesco Ltd. added | 1,683,576 | $16M | 6.6% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 1,616,305 | $16M | 6.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,022,731 | $10M | 4.0% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 903,911 | $9M | 3.5% | 2026-Q2 |
| LPL Financial LLC added | 863,063 | $8M | 3.4% | 2026-Q2 |
| Cresset Asset Management, LLC added | 536,208 | $5M | 2.1% | 2026-Q2 |
| Saba Capital Management, L.P. added | 490,828 | $5M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 478,434 | $5M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 470,113 | $5M | 1.8% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 470,067 | $5M | 1.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 405,104 | $4M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 390,092 | $4M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 374,914 | $4M | 1.5% | 2026-Q2 |
| RiverTree Advisors, LLC trimmed | 305,360 | $3M | 1.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 269,972 | $3M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 262,557 | $3M | 1.0% | 2026-Q2 |
| Shaker Financial Services, LLC added | 259,227 | $2M | 1.0% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 222,370 | $2M | 0.9% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 165,563 | $2M | 0.6% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 163,822 | $2M | 0.6% | 2026-Q2 |
| FRANKLIN STREET ADVISORS INC /NC | 150,334 | $1M | 0.6% | 2026-Q2 |
| Logan Stone Capital, LLC added | 144,751 | $1M | 0.6% | 2026-Q2 |
| Calamos Advisors LLC added | 143,639 | $1M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 139,718 | $1M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 124,449 | $1M | 0.5% | 2026-Q2 |
| Cohen Klingenstein LLC | 114,690 | $1M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 108,978 | $1M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 103,728 | $1,000K | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors added | 97,214 | $937K | 0.4% | 2026-Q2 |
| Indivisible Partners trimmed | 94,889 | $915K | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 87,674 | $845K | 0.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 85,021 | $820K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 84,712 | $817K | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 80,946 | $780K | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 72,615 | $700K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 70,993 | $683K | 0.3% | 2026-Q2 |
| one8zero8, LLC | 69,900 | $674K | 0.3% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 69,767 | $673K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 61,212 | $590K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 60,577 | $584K | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 60,456 | $583K | 0.2% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 58,226 | $561K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 57,085 | $550K | 0.2% | 2026-Q2 |
| Alteri Wealth LLC trimmed | 54,885 | $529K | 0.2% | 2026-Q2 |
| Advisory Advocates, LLC added | 54,701 | $527K | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 53,806 | $519K | 0.2% | 2026-Q2 |
| Centurion Wealth Management LLC | 52,043 | $502K | 0.2% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 51,778 | $499K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 51,373 | $492K | 0.2% | 2026-Q2 |
| Tiller Private Wealth, Inc. | 50,600 | $488K | 0.2% | 2026-Q2 |
| Dakota Wealth Management | 50,030 | $482K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 47,504 | $458K | 0.2% | 2026-Q2 |
| Avory & Company, LLC | 45,682 | $440K | 0.2% | 2026-Q2 |
| Quantedge Capital Pte Ltd added | 45,400 | $438K | 0.2% | 2026-Q2 |
| Camelot Portfolios, LLC | 45,400 | $438K | 0.2% | 2026-Q2 |
| Genesis Financial Group, LLC added | 45,071 | $434K | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC new | 44,950 | $433K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 44,864 | $432K | 0.2% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 44,798 | $424K | 0.2% | 2026-Q2 |
| David J Yvars Group added | 41,827 | $403K | 0.2% | 2026-Q2 |
| Twin Lakes Capital Management, LLC added | 40,829 | $394K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 39,572 | $381K | 0.2% | 2026-Q2 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 39,400 | $380K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 38,761 | $374K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 37,672 | $363K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 35,050 | $339K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 33,093 | $319K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 31,706 | $306K | 0.1% | 2026-Q2 |
| Arlington Capital Management, Inc. added | 31,230 | $301K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 31,118 | $300K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 30,383 | $293K | 0.1% | 2026-Q2 |
| COMMERCE BANK | 29,608 | $285K | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC trimmed | 28,299 | $273K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 27,198 | $262K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 26,994 | $260K | 0.1% | 2026-Q2 |
| &PARTNERS added | 26,908 | $259K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 26,204 | $253K | 0.1% | 2026-Q2 |
| Almitas Capital LLC added | 25,276 | $244K | 0.1% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 23,597 | $227K | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC | 23,000 | $222K | 0.1% | 2026-Q2 |
| DECISION INVESTMENTS, INC added | 22,590 | $218K | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. | 22,360 | $216K | 0.1% | 2026-Q2 |
| Certified Advisory Corp trimmed | 22,154 | $214K | 0.1% | 2026-Q2 |
| Capital CS Group, LLC added | 22,090 | $213K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 22,071 | $213K | 0.1% | 2026-Q2 |
| Diversified Enterprises, LLC added | 20,752 | $200K | 0.1% | 2026-Q2 |
| XTX Topco Ltd new | 20,717 | $200K | 0.1% | 2026-Q2 |
| Investment Management Trust, LLC added | 20,575 | $198K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,563 | $198K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 20,294 | $196K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 19,450 | $187K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 19,427 | $187K | 0.1% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC | 19,103 | $184K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 18,953 | $183K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 18,771 | $181K | 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.