AI Holders Summary · Q2 2026

129 institutions reported ETJ in Q2 2026. LPL Financial LLC leads at 20.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$19M2.3M0.00%Q2 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$16M2.0M0.00%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$12M1.4M0.07%Q2 2026 04

OSAIC HOLDINGS, INC.

CIK 0001677044

$10M1.3M0.01%Q2 2026 05

Invesco Ltd.

CIK 0000914208

$7M878K0.00%Q2 2026 06

MORGAN STANLEY

CIK 0000895421

$6M739K0.00%Q2 2026 07

Advisors Asset Management, Inc.

CIK 0001297376

$4M486K0.07%Q1 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M445K0.00%Q2 2026 09

COHEN & STEERS, INC.

CIK 0001284812

$2M241K0.00%Q1 2026 10

Shaker Financial Services, LLC

CIK 0001511794

$2M207K0.54%Q2 2026 11

Focus Partners Wealth

CIK 0001542153

$2M192K0.00%Q2 2026 12

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M191K0.00%Q1 2026 13

Financial Alternatives, Inc

CIK 0001967227

$1M180K0.73%Q2 2026 14

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M176K0.00%Q2 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M160K0.00%Q2 2026 16

&PARTNERS

CIK 0000107136

$1M156K0.01%Q2 2026 17

Private Advisor Group, LLC

CIK 0001567755

$1M151K0.01%Q2 2026 18

IHT Wealth Management, LLC

CIK 0001697490

$1M148K0.03%Q2 2026 19

Steward Partners Investment Advisory, LLC

CIK 0001723397

$1M145K0.01%Q2 2026 20

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$1M134K0.05%Q4 2025

Page 1 of 7

109 more holders available. Log in →