Among active 13F managers last quarter, 2 opened and 4 added, while 2 reduced; the largest holder to move was Mgo One Seven LLC (+51%).
40 tracked 13F filers disclose a position in ETX as of the latest SEC 13F filings, a combined $44.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 554K | $10.2M | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 2 | Morgan Stanley | 428K | $7.9M | ▲+2.8% Added · +12K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 235K | $4.3M | ▼−5.6% Reduced · −14K sh | Q1 2026 | |
| 4 | UBS Group AG | 142K | $2.6M | ▲+5.1% Added · +7K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 133K | $2.4M | ▲+4.6% Added · +6K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 132K | $2.4M | ▲+20% Added · +22K sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 109K | $2.0M | ▼−9.6% Reduced · −12K sh | Q1 2026 | |
| 8 | Corient Private Wealth LP | 71K | $1.3M | ▼−16% Reduced · −13K sh | Q1 2026 | |
| 9 | Mgo One Seven LLC | 61K | $1.1M | ▲+51% Added · +20K sh | Q2 2026 | |
| 10 | Sanctuary Advisors, LLC | 59K | $1.1M | ▼−7.8% Reduced · −5K sh | Q2 2026 | |
| 11 | Focused Alpha, LLC | 47K | $875K | ▲+0.5% Added · +232 sh | Q2 2026 | |
| 12 | Commonwealth Equity Services, LLC | 40K | $739K | ▼−1.9% Reduced · −779 sh | Q1 2026 | |
| 13 | Merit Financial Group, LLC | 38K | $718K | ▲+0.4% Added · +168 sh | Q2 2026 | |
| 14 | Royal Bank Of Canada | 35K | $641K | ▲+21% Added · +6K sh | Q1 2026 | |
| 15 | Truist Financial Corp | 31K | $578K | ▲+0.4% Added · +114 sh | Q1 2026 | |
| 16 | Stifel Financial Corp | 31K | $573K | ▼−1.5% Reduced · −481 sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 27K | $505K | —Held | Q2 2026 | |
| 18 | Arax Advisory Partners | 24K | $449K | ▲New +24K sh | Q2 2026 | |
| 19 | U.S. Capital Wealth Advisors, LLC | 24K | $439K | ▼−22% Reduced · −7K sh | Q1 2026 | |
| 20 | Walter & Keenan Wealth Management LLC /In | 22K | $410K | —Held | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | 22K | $406K | ▲+13% Added · +2K sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 20K | $368K | ▼−39% Reduced · −13K sh | Q1 2026 | |
| 23 | Aviance Capital Partners, LLC | 16K | $299K | ▼−6.5% Reduced · −1K sh | Q2 2026 | |
| 24 | Ameriprise Financial Inc | 16K | $292K | ▼−46% Reduced · −14K sh | Q1 2026 | |
| 25 | Melfa Wealth Management, Inc. | 13K | $237K | ▼−18% Reduced · −3K 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, 2 funds opened a new position in ETX and 4 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 10 funds | $2.0B |
| Nvidia CorpNVDA | 10 funds | $1.5B |
| Microsoft CorpMSFT | 10 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 10 funds | $975.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $853.7M |
| Amazon.com IncAMZN | 10 funds | $817.9M |
| JPMorgan Chase & CoJPM | 10 funds | $681.8M |
| Vanguard S&P 500 ETFVOO | 10 funds | $560.7M |
| Eli Lilly & CoLLY | 10 funds | $459.0M |
| Vanguard Value ETFVTV | 10 funds | $452.5M |
| Alphabet Inc-CL CGOOG | 10 funds | $421.8M |
| Meta Platforms Inc-Class AMETA | 10 funds | $418.5M |
Ranked by how many of ETX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ETX.
Connected entities for ETX
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/ETX/capital-change-brief"
Use Arkolith's capital_change_brief for ETX. 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 ETX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.