ETW

Eaton Vance T/M GLBL Buy-WRETF$9.62 0.41%
UnclassifiedUSCUSIP 27829C105· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
120
+0 QoQ
13F Value (tracked)
$194.6M
13F Moves · latest Q
25 added
9 trimmed
Recent Filings
7

Price & smart-money activity

$9.62 0.41%5Y -14.2%
$6.67$7.90$9.14$10.38$11.61202120222023202420252026
End-of-day closing prices52w $8.48 – $9.66

Top institutional holders

120 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1GUGGENHEIM CAPITAL LLC
$20.0M
2.3M
−1.0%
Reduced · −24K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$19.2M
2.2M
−0.9%
Reduced · −20K sh
Q1 2026
31607 Capital Partners, LLC
$18.4M
2.1M
+44%
Added · +642K sh
Q1 2026
4MORGAN STANLEY
$17.4M
2.0M
+2.2%
Added · +43K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$14.9M
1.7M
+6.6%
Added · +105K sh
Q1 2026
6Karpus Management, Inc.
$14.3M
1.6M
−0.6%
Reduced · −10K sh
Q1 2026
7ROYAL BANK OF CANADA
$8.5M
973K
+2.3%
Added · +22K sh
Q1 2026
8Advisors Asset Management, Inc.
$7.5M
851K
+9.9%
Added · +77K sh
Q1 2026
9LPL Financial LLC
$7.3M
827K
+4.8%
Added · +38K sh
Q1 2026
10Pathstone Holdings, LLC
$5.0M
568K
+7.6%
Added · +40K sh
Q1 2026
11Cresset Asset Management, LLC
$4.7M
534K
−0.6%
Reduced · −3K sh
Q1 2026
12UBS Group AG
$4.3M
484K
+1.2%
Added · +6K sh
Q1 2026
13OSAIC HOLDINGS, INC.
$3.7M
426K
+4.5%
Added · +18K sh
Q1 2026
14AMERIPRISE FINANCIAL INC
$3.7M
420K
−9.7%
Reduced · −45K sh
Q1 2026
15Rockefeller Capital Management L.P.
$2.8M
316K
+8.4%
Added · +24K sh
Q1 2026
16WELLS FARGO & COMPANY/MN
$2.7M
312K
+6.1%
Added · +18K sh
Q1 2026
17ENVESTNET ASSET MANAGEMENT INC
$2.4M
268K
+3.0%
Added · +8K sh
Q1 2026
18FRANKLIN RESOURCES INC
$2.3M
265K
+1.7%
Added · +4K sh
Q1 2026
19Shaker Financial Services, LLC
$2.5M
259K
+31%
Added · +62K sh
Q2 2026
20FRANKLIN STREET ADVISORS INC /NC
$1.4M
150K
Held
Q2 2026
21Logan Stone Capital, LLC
$1.2M
142K
+77%
Added · +62K sh
Q1 2026
22STIFEL FINANCIAL CORP
$1.2M
139K
+9.4%
Added · +12K sh
Q1 2026
23Cetera Investment Advisers
$1.2M
136K
−9.3%
Reduced · −14K sh
Q1 2026
24Calamos Advisors LLC
$1.2M
134K
+14%
Added · +16K sh
Q1 2026
25Private Advisor Group, LLC
$1.0M
116K
+0.1%
Added · +99 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.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
21
funds
Reduced
9
funds
Exited
0
funds

Funds that own ETW also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT58 funds$14.7B
HOME DEPOT INCHD58 funds$2.2B
NVIDIA CORPNVDA57 funds$16.6B
BROADCOM INCAVGO57 funds$6.9B
META PLATFORMS INC-CLASS AMETA57 funds$5.7B
ELI LILLY & COLLY57 funds$3.8B
JOHNSON & JOHNSONJNJ57 funds$3.6B
CHEVRON CORPCVX57 funds$2.7B
ABBVIE INCABBV57 funds$2.4B
NETFLIX INCNFLX57 funds$1.9B
GENERAL ELECTRICGE57 funds$1.4B
ORACLE CORPORCL57 funds$1.3B

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

Institutional ownership over time

121 funds+36 since Q3 2024
061121Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $193.5M

Recent filings

7 shown

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Ask your agent what changed in ETW

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/ETW/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ETW.
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 ETW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.