177 tracked 13F filers disclose a position in ETV as of the latest SEC 13F filings, a combined $274.7M 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 | MORGAN STANLEY | $24.7M | 1.8M | ▼−0.5% Reduced · −8K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $23.5M | 1.7M | ▼−4.4% Reduced · −80K sh | Q1 2026 | |
| 3 | GUGGENHEIM CAPITAL LLC | $18.3M | 1.3M | ▲+2.3% Added · +30K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $15.8M | 1.2M | ▲+4.0% Added · +45K sh | Q1 2026 | |
| 5 | PARAGON FINANCIAL PARTNERS, INC. | $14.3M | 973K | ▼−2.1% Reduced · −21K sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $9.8M | 720K | ▲+2.6% Added · +18K sh | Q1 2026 | |
| 7 | BALANCED WEALTH GROUP LLC | $9.2M | 617K | ▲+1.7% Added · +10K sh | Q2 2026 | |
| 8 | PRINCIPAL SECURITIES, INC. | $8.8M | 591K | ▼−4.0% Reduced · −24K sh | Q2 2026 | |
| 9 | UBS Group AG | $7.2M | 526K | ▲+3.8% Added · +19K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 468K | ▲+55% Added · +165K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $6.2M | 453K | ▲+3.7% Added · +16K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $6.5M | 438K | ▲+3.3% Added · +14K sh | Q2 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $6.0M | 437K | ▲+0.1% Added · +365 sh | Q1 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $6.5M | 434K | ▲+8.8% Added · +35K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $5.9M | 431K | ▼−1.7% Reduced · −8K sh | Q1 2026 | |
| 16 | SIMS INVESTMENT MANAGEMENT, LLC | $5.7M | 386K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $5.0M | 362K | ▼−22% Reduced · −101K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $4.6M | 340K | ▲+182% Added · +219K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $4.3M | 317K | ▼−0.2% Reduced · −728 sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $4.1M | 298K | ▲+1.4% Added · +4K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 267K | ▲+6.0% Added · +15K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $3.3M | 242K | ▲+591% Added · +207K sh | Q1 2026 | |
| 23 | SHARPEPOINT LLC | $3.2M | 218K | ▲+9.1% Added · +18K sh | Q2 2026 | |
| 24 | Thayer Partners, LLC / MA | $3.2M | 213K | ▲+3.9% Added · +8K sh | Q2 2026 | |
| 25 | Beacon Pointe Advisors, LLC | $2.9M | 198K | ▲+1.2% Added · +2K 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.
Last quarter, 4 funds opened a new position in ETV and 18 added to an existing one, while 16 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 |
|---|---|---|
| APPLE INCAAPL | 82 funds | $22.3B |
| MICROSOFT CORPMSFT | 82 funds | $19.7B |
| AMAZON.COM INCAMZN | 82 funds | $16.9B |
| NVIDIA CORPNVDA | 81 funds | $26.0B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $8.1B |
| ALPHABET INC-CL AGOOGL | 79 funds | $15.2B |
| BROADCOM INCAVGO | 79 funds | $12.3B |
| JPMORGAN CHASE & COJPM | 78 funds | $7.5B |
| TESLA INCTSLA | 78 funds | $5.3B |
| WALMART INCWMT | 78 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 77 funds | $4.7B |
| JOHNSON & JOHNSONJNJ | 77 funds | $4.2B |
Ranked by how many of ETV's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for ETV
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/ETV/capital-change-brief"
Use Arkolith's capital_change_brief for ETV. 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 ETV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.