67 tracked 13F filers disclose a position in ETO as of the latest SEC 13F filings, a combined $84.9M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | $17.2M | 646K | ▲+5.4% Added · +33K sh | Q1 2026 | |
| 2 | 1607 Capital Partners, LLC | $6.6M | 246K | ▲+2.7% Added · +6K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $4.9M | 182K | ▲+15% Added · +24K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $4.6M | 172K | ▲+3.7% Added · +6K sh | Q1 2026 | |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $4.4M | 143K | ▲+7.5% Added · +10K sh | Q2 2026 | |
| 6 | FIRST TRUST ADVISORS LP | $3.5M | 130K | ▲+11% Added · +13K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $3.3M | 125K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 8 | Advisors Asset Management, Inc. | $3.3M | 123K | ▼−31% Reduced · −57K sh | Q1 2026 | |
| 9 | Advisory Solutions Group, LLC | $3.5M | 114K | ▲New +114K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $2.7M | 100K | ▲+22% Added · +18K sh | Q1 2026 | |
| 11 | Shaker Financial Services, LLC | $2.8M | 92K | ▼−39% Reduced · −59K sh | Q2 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $2.4M | 91K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.8M | 66K | ▲+4.8% Added · +3K sh | Q1 2026 | |
| 14 | &PARTNERS | $1.7M | 65K | ▲+7.5% Added · +5K sh | Q1 2026 | |
| 15 | Hennion & Walsh Asset Management, Inc. | $1.8M | 58K | ▲+0.5% Added · +305 sh | Q2 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $1.5M | 57K | ▼−3.8% Reduced · −2K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $1.4M | 54K | ▼−15% Reduced · −10K sh | Q1 2026 | |
| 18 | Astoria Portfolio Advisors LLC. | $1.6M | 51K | ▲+1.8% Added · +914 sh | Q2 2026 | |
| 19 | Formidable Asset Management, LLC | $1.3M | 49K | ▼−5.6% Reduced · −3K sh | Q2 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 45K | ▼−1.3% Reduced · −577 sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $1.1M | 42K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $892K | 33K | ▲+9.8% Added · +3K sh | Q1 2026 | |
| 23 | UBS Group AG | $733K | 27K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 24 | Creative Planning | $719K | 27K | ▲+7.1% Added · +2K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $652K | 24K | ▼−12% Reduced · −3K sh | Q1 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.
Last quarter, 3 funds opened a new position in ETO and 15 added to an existing one, while 8 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).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 28 funds | $2.3B |
| APPLE INCAAPL | 27 funds | $4.1B |
| NVIDIA CORPNVDA | 27 funds | $3.4B |
| AMAZON.COM INCAMZN | 26 funds | $1.9B |
| BROADCOM INCAVGO | 26 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $837.9M |
| ABBVIE INCABBV | 26 funds | $519.3M |
| HOME DEPOT INCHD | 26 funds | $422.6M |
| ALPHABET INC-CL AGOOGL | 25 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 25 funds | $838.9M |
Ranked by how many of ETO's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for ETO
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ETO/capital-change-brief"
Use Arkolith's capital_change_brief for ETO. 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 ETO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.