ETW

Eaton Vance T/M GLBL Buy-WRETF
UnclassifiedUSCUSIP 27829C105◍ Confluence graph
Tracked 13F Holders
161
-49 QoQ
13F Value (tracked)
$211.4M
13F Moves · latest Q
25 added
16 trimmed
Recent Filings
15

Who owns ETW?

161 tracked 13F filers

161 tracked 13F filers disclose a position in ETW as of the latest SEC 13F filings, a combined $211.4M 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
1GUGGENHEIM CAPITAL LLC
$20.0M
2.3M
−1.0%
Reduced · −24K sh
Q1 2026
21607 Capital Partners, LLC
$21.2M
2.2M
+4.8%
Added · +102K sh
Q2 2026
3BANK OF AMERICA CORP /DE/
$19.2M
2.2M
−0.9%
Reduced · −20K 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
8LPL Financial LLC
$7.3M
827K
+4.8%
Added · +38K sh
Q1 2026
9Pathstone Holdings, LLC
$5.0M
568K
+7.6%
Added · +40K sh
Q1 2026
10Cresset Asset Management, LLC
$5.2M
536K
+0.4%
Added · +2K sh
Q2 2026
11UBS Group AG
$4.3M
484K
+1.2%
Added · +6K sh
Q1 2026
12Advisors Asset Management, Inc.
$5.3M
474K
−48%
Reduced · −430K sh
Q3 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
17RiverTree Advisors, LLC
$2.9M
305K
−31%
Reduced · −140K sh
Q2 2026
18ENVESTNET ASSET MANAGEMENT INC
$2.4M
268K
+3.0%
Added · +8K sh
Q1 2026
19FRANKLIN RESOURCES INC
$2.3M
265K
+1.7%
Added · +4K sh
Q1 2026
20Shaker Financial Services, LLC
$2.5M
259K
+31%
Added · +62K sh
Q2 2026
21ROMAN BUTLER FULLERTON & CO
$2.1M
222K
+3.5%
Added · +7K sh
Q2 2026
22INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$1.6M
164K
+2.8%
Added · +4K sh
Q2 2026
23FRANKLIN STREET ADVISORS INC /NC
$1.4M
150K
Held
Q2 2026
24Calamos Advisors LLC
$1.4M
144K
+7.1%
Added · +10K sh
Q2 2026
25Logan Stone Capital, LLC
$1.2M
142K
+77%
Added · +62K 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.

Is ETW being bought or sold by institutions?

Last quarter, 1 fund opened a new position in ETW and 24 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).

Opened (NEW)
1
funds
Added
24
funds
Reduced
16
funds
Exited
0
funds

Funds that own ETW also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA74 funds$62.9B
APPLE INCAAPL73 funds$50.0B
MICROSOFT CORPMSFT73 funds$44.3B
ELI LILLY & COLLY73 funds$12.7B
AMAZON.COM INCAMZN72 funds$33.1B
META PLATFORMS INC-CLASS AMETA72 funds$16.6B
JPMORGAN CHASE & COJPM72 funds$13.1B
ADVANCED MICRO DEVICESAMD71 funds$6.8B
ALPHABET INC-CL AGOOGL70 funds$28.9B
BROADCOM INCAVGO70 funds$25.8B
VISA INC-CLASS A SHARESV70 funds$8.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B70 funds$7.5B

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

Institutional ownership over time

104 funds+0 since Q3 2024
077154Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $73.8M

Recent filings

15 shown

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Connected entities for ETW

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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.