ETJ

Eaton Vance RSK-MGD DiversETF
UnclassifiedUSCUSIP 27829G106◍ Confluence graph
Tracked 13F Holders
110
-32 QoQ
13F Value (tracked)
$98.5M
13F Moves · latest Q
18 added
21 trimmed
Recent Filings
15

Who owns ETJ?

110 tracked 13F filers

110 tracked 13F filers disclose a position in ETJ as of the latest SEC 13F filings, a combined $98.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$18.3M
2.2M
+0.3%
Added · +6K sh
Q1 2026
2RAYMOND JAMES FINANCIAL INC
$15.8M
1.9M
+1.8%
Added · +34K sh
Q1 2026
3OSAIC HOLDINGS, INC.
$9.9M
1.2M
−1.5%
Reduced · −18K sh
Q1 2026
4GUGGENHEIM CAPITAL LLC
$9.4M
1.1M
+5.4%
Added · +59K sh
Q1 2026
5MORGAN STANLEY
$5.9M
726K
+4.7%
Added · +32K sh
Q1 2026
6AMERIPRISE FINANCIAL INC
$3.5M
428K
+4.8%
Added · +20K sh
Q1 2026
7Focus Partners Wealth
$1.8M
226K
+14%
Added · +27K sh
Q1 2026
8Shaker Financial Services, LLC
$1.7M
207K
−16%
Reduced · −41K sh
Q2 2026
9Financial Alternatives, Inc
$1.5M
180K
−4.5%
Reduced · −9K sh
Q2 2026
10WELLS FARGO & COMPANY/MN
$1.4M
177K
−11%
Reduced · −23K sh
Q1 2026
11BANK OF AMERICA CORP /DE/
$1.3M
160K
−7.6%
Reduced · −13K sh
Q1 2026
12&PARTNERS
$1.3M
156K
+4.7%
Added · +7K sh
Q2 2026
13Private Advisor Group, LLC
$1.2M
151K
+12%
Added · +16K sh
Q2 2026
14Creative Planning
$1.2M
150K
−15%
Reduced · −26K sh
Q1 2026
15IHT Wealth Management, LLC
$1.2M
148K
−4.8%
Reduced · −8K sh
Q2 2026
16Steward Partners Investment Advisory, LLC
$1.2M
145K
+20%
Added · +25K sh
Q2 2026
17TWO SIGMA INVESTMENTS, LP
$1.1M
133K
−0.3%
Reduced · −359 sh
Q1 2026
18First Heartland Consultants, Inc.
$1.1M
129K
+3.1%
Added · +4K sh
Q2 2026
19ROYAL BANK OF CANADA
$951K
116K
+3.7%
Added · +4K sh
Q1 2026
20PMG Family Office LLC
$898K
109K
+7.2%
Added · +7K sh
Q2 2026
21Calamos Advisors LLC
$816K
99K
−26%
Reduced · −35K sh
Q2 2026
22UBS Group AG
$754K
92K
−7.9%
Reduced · −8K sh
Q1 2026
23Advisory Services Network, LLC
$752K
92K
+7.1%
Added · +6K sh
Q1 2026
24Pointe Capital Management LLC
$692K
85K
+41%
Added · +25K sh
Q1 2026
25INDEPENDENT FINANCIAL GROUP, LLC
$670K
81K
−12%
Reduced · −11K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ETJ being bought or sold by institutions?

Last quarter, 3 funds opened a new position in ETJ and 15 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
15
funds
Reduced
21
funds
Exited
0
funds

Funds that own ETJ also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA57 funds$7.6B
APPLE INCAAPL57 funds$6.9B
AMAZON.COM INCAMZN57 funds$4.3B
MICROSOFT CORPMSFT56 funds$3.5B
SS SPDR S&P 500 ETF TRUST-USSPY56 funds$2.3B
ALPHABET INC-CL AGOOGL55 funds$3.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B55 funds$1.8B
ELI LILLY & COLLY55 funds$1.2B
WALMART INCWMT55 funds$1.1B
BROADCOM INCAVGO54 funds$2.7B
INVESCO QQQ TRUST SERIES 1QQQ54 funds$2.3B
JPMORGAN CHASE & COJPM54 funds$2.2B

Ranked by how many of ETJ's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

74 funds+14 since Q3 2024
053106Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $25.4M

Recent filings

15 shown

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Connected entities for ETJ

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Ask your agent what changed in ETJ

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ETJ/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ETJ.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ETJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.