HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ETY Share Count | ||||
| Landscape Capital Management L.L.C. | 24,956 | 227,104 | +202,148 | +810.02% |
| Flow State Investments L.P. | 12,646 | 107,447 | +94,801 | +749.65% |
| Cornerstone Advisors LLC | 241,967 | 1,040,550 | +798,583 | +330.04% |
| Global Retirement Partners LLC | 1,246 | 2,836 | +1,590 | +127.61% |
| Shaker Financial Services LLC | 76,836 | 146,778 | +69,942 | +91.03% |
| Heron Bay Capital Management | 200,848 | 370,006 | +169,158 | +84.22% |
| Parallel Advisors LLC | 6,599 | 11,695 | +5,096 | +77.22% |
| Creative Planning | 21,555 | 31,288 | +9,733 | +45.15% |
| Harbour Investments Inc. | 12,554 | 16,854 | +4,300 | +34.25% |
| Comerica Bank | 114,569 | 150,394 | +35,825 | +31.27% |
| Summit Investment Advisory Services LLC | 33,452 | 43,215 | +9,763 | +29.19% |
| GWM Advisors LLC | 57,528 | 74,285 | +16,757 | +29.13% |
| JPMorgan Chase & Co. | 2,816 | 3,396 | +580 | +20.60% |
| The PNC Financial Services Group Inc. | 66,232 | 78,912 | +12,680 | +19.14% |
| Invesco Ltd. | 1,473,431 | 1,746,468 | +273,037 | +18.53% |
| Cetera Advisor Networks LLC | 87,656 | 101,885 | +14,229 | +16.23% |
| Garden State Investment Advisory Services LLC | 14,595 | 16,658 | +2,063 | +14.13% |
| Baird Financial Group Inc. | 457,511 | 516,345 | +58,834 | +12.86% |
| Cetera Advisors LLC | 28,519 | 32,173 | +3,654 | +12.81% |
| Guggenheim Capital LLC | 754,406 | 850,515 | +96,109 | +12.74% |
| Cohen & Steers Inc. | 185,617 | 205,617 | +20,000 | +10.77% |
| CoreCap Advisors LLC | 280,453 | 306,448 | +25,995 | +9.27% |
| Wells Fargo & Company MN | 1,370,665 | 1,492,901 | +122,236 | +8.92% |
| Northwestern Mutual Wealth Management Co. | 18,797 | 20,437 | +1,640 | +8.72% |
| Stifel Financial Corp | 408,083 | 435,210 | +27,127 | +6.65% |
| AE Wealth Management LLC | 29,687 | 31,488 | +1,801 | +6.07% |
| Kestra Advisory Services LLC | 25,633 | 26,958 | +1,325 | +5.17% |
| Rockefeller Capital Management L.P. | 267,237 | 279,212 | +11,975 | +4.48% |
| Raymond James & Associates | 1,629,810 | 1,691,809 | +61,999 | +3.80% |
| MML Investors Services LLC | 25,175 | 26,006 | +831 | +3.30% |
| U.S. Capital Wealth Advisors LLC | 14,770 | 15,200 | +430 | +2.91% |
| Capital Market Strategies LLC | 13,154 | 13,528 | +374 | +2.84% |
| Commerce Bank | 30,743 | 31,576 | +833 | +2.71% |
| Matrix Private Capital Group LLC | 589,282 | 603,127 | +13,845 | +2.35% |
| Parsons Capital Management Inc. RI | 185,928 | 190,208 | +4,280 | +2.30% |
| FinTrust Capital Advisors LLC | 1,260 | 1,287 | +27 | +2.14% |
| Lido Advisors LLC | 73,548 | 75,105 | +1,557 | +2.12% |
| Twin Lakes Capital Management LLC | 2,741 | 2,799 | +58 | +2.12% |
| Onyx Bridge Wealth Group LLC | 16,760 | 17,114 | +354 | +2.11% |
| Farther Finance Advisors LLC | 4,028 | 4,113 | +85 | +2.11% |
| Smith Moore & CO. | 11,219 | 11,453 | +234 | +2.09% |
| Edmonds Duncan Registered Investment Advisors LLC | 10,840 | 11,047 | +207 | +1.91% |
| Raymond James Financial Services Advisors Inc. | 454,627 | 462,929 | +8,302 | +1.83% |
| Gladstone Institutional Advisory LLC | 74,241 | 75,445 | +1,204 | +1.62% |
| Strait & Sound Wealth Management LLC | 35,750 | 36,297 | +547 | +1.53% |
| IHT Wealth Management LLC | 208,366 | 211,540 | +3,174 | +1.52% |
| Kingsview Wealth Management LLC | 60,796 | 61,674 | +878 | +1.44% |
| C2C Wealth Management LLC | 244,394 | 247,394 | +3,000 | +1.23% |
| Merit Financial Group LLC | 112,405 | 113,412 | +1,007 | +0.90% |
| Dudley Capital Management LLC | 11,390 | 11,472 | +82 | +0.72% |
| Ameriprise Financial Inc. | 341,948 | 343,895 | +1,947 | +0.57% |
| David J Yvars Group | 37,552 | 37,726 | +174 | +0.46% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,629 | 3,638 | +9 | +0.25% |
| Stratos Wealth Advisors LLC | 38,997 | 39,076 | +79 | +0.20% |
| M Holdings Securities Inc. | 23,492 | 23,536 | +44 | +0.19% |
| Brown Advisory Inc. | 12,911 | 12,932 | +21 | +0.16% |
| Wealth Alliance | 12,613 | 12,620 | +7 | +0.06% |
| Monograph Wealth Advisors LLC | 18,266 | 18,269 | +3 | +0.02% |
| Fortitude Advisory Group L.L.C. | 16,256 | 16,260 | +4 | +0.02% |
| HighTower Advisors LLC | 308,034 | 308,051 | +17 | +0.01% |
| Pointe Capital Management LLC | 151,614 | 151,620 | +6 | +0.00% |
| 13F Filers Reporting New Positions In ETY | ||||
| Principal Securities Inc. | 0 | 916,649 | +916,649 | +100% |
| Lincoln National Corp | 0 | 10,495 | +10,495 | +100% |
| Karpus Management Inc. | 0 | 242,502 | +242,502 | +100% |
| D.A. Davidson & CO. | 0 | 10,454 | +10,454 | +100% |
| Wolverine Asset Management LLC | 0 | 6,382 | +6,382 | +100% |
| Avantax Advisory Services Inc. | 0 | 10,291 | +10,291 | +100% |
| Tower Research Capital LLC TRC | 0 | 1 | +1 | +100% |
| Baystate Wealth Management LLC | 0 | 1,520 | +1,520 | +100% |
| Cerity Partners LLC | 0 | 12,505 | +12,505 | +100% |
| Advisory Services Network LLC | 0 | 2,489 | +2,489 | +100% |
| Dakota Wealth Management | 0 | 10,600 | +10,600 | +100% |
| Nvwm LLC | 0 | 367 | +367 | +100% |
| Burford Brothers Inc. | 0 | 22,600 | +22,600 | +100% |
| Frazier Financial Advisors LLC | 0 | 95 | +95 | +100% |
| Smartleaf Asset Management LLC | 0 | 3,234 | +3,234 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 3,000 | 3,000 | UNCH | 0.00% |
| US Bancorp DE | 11,049 | 11,049 | UNCH | 0.00% |
| Proequities Inc. | 8,978 | 8,978 | UNCH | 0.00% |
| South State CORP. | 1,000 | 1,000 | UNCH | 0.00% |
| Valley National Advisers Inc. | 819 | 819 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 190 | 190 | UNCH | 0.00% |
| L.M. Kohn & Company | 11,104 | 11,104 | UNCH | 0.00% |
| Goldman Sachs Group Inc. | 100,000 | 100,000 | UNCH | 0.00% |
| Barrett & Company Inc. | 1,750 | 1,750 | UNCH | 0.00% |
| Osterweis Capital Management Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| M&R Capital Management Inc. | 333 | 333 | UNCH | 0.00% |
| Webster Bank N. A. | 4,825 | 4,825 | UNCH | 0.00% |
| Pinnacle Financial Partners Inc. | 12,434 | 12,434 | UNCH | 0.00% |
| Private Trust Co. NA | 4,035 | 4,035 | UNCH | 0.00% |
| Parkside Financial Bank & Trust | 2,683 | 2,683 | UNCH | 0.00% |
| Neuberger Berman Group LLC | 16,857 | 16,857 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 4,556 | 4,556 | UNCH | 0.00% |
| CWM LLC | 9,832 | 9,832 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| LVZ Advisors Inc. | 10,023 | 10,023 | UNCH | 0.00% |
| MCF Advisors LLC | 1,744 | 1,744 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 919 | 919 | UNCH | 0.00% |
| Blue Chip Partners Inc. | 15,447 | 15,447 | UNCH | 0.00% |
| Cypress Capital Management LLC WY | 3,800 | 3,800 | UNCH | 0.00% |
| IFP Advisors Inc | 3,400 | 3,400 | UNCH | 0.00% |
| Mission Wealth Management LP | 16,499 | 16,499 | UNCH | 0.00% |
| Relative Value Partners Group LLC | 10,000 | 10,000 | UNCH | 0.00% |
| Cornerstone Advisory LLC | 56,845 | 56,845 | UNCH | 0.00% |
| Syverson Strege & Co | 17,665 | 17,665 | UNCH | 0.00% |
| Bogart Wealth LLC | 3,231 | 3,231 | UNCH | 0.00% |
| Sound Income Strategies LLC | 700 | 700 | UNCH | 0.00% |
| Beacon Pointe Advisors LLC | 25,200 | 25,200 | UNCH | 0.00% |
| Salomon & Ludwin LLC | 992 | 992 | UNCH | 0.00% |
| Princeton Global Asset Management LLC | 2,213 | 2,213 | UNCH | 0.00% |
| Inscription Capital LLC | 11,700 | 11,700 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 768 | 768 | UNCH | 0.00% |
| Key Financial Inc | 1,599 | 1,599 | UNCH | 0.00% |
| Carolinas Wealth Consulting LLC | 2,300 | 2,300 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 4,750 | 4,750 | UNCH | 0.00% |
| CoreFirst Bank & Trust | 3,625 | 3,625 | UNCH | 0.00% |
| Spire Wealth Management | 1,000 | 1,000 | UNCH | 0.00% |
| Oliver Lagore Vanvalin Investment Group | 13,200 | 13,200 | UNCH | 0.00% |
| Confluence Wealth Services Inc. | 17,129 | 17,129 | UNCH | 0.00% |
| Byrne Asset Management LLC | 500 | 500 | UNCH | 0.00% |
| Quantum Private Wealth LLC | 20,000 | 20,000 | UNCH | 0.00% |
| Stephens Consulting LLC | 1,270 | 1,270 | UNCH | 0.00% |
| Insigneo Advisory Services LLC | 10,038 | 10,038 | UNCH | 0.00% |
| 13F Filers Decreasing ETY Share Count | ||||
| Kingswood Wealth Advisors LLC | 25,000 | 13,983 | -11,017 | -44.07% |
| Centaurus Financial Inc. | 133,635 | 79,825 | -53,810 | -40.27% |
| International Assets Investment Management LLC | 79,785 | 48,227 | -31,558 | -39.55% |
| Tradition Wealth Management LLC | 5,659 | 3,737 | -1,922 | -33.96% |
| Commonwealth Equity Services LLC | 325,035 | 231,536 | -93,499 | -28.77% |
| Northern Trust Corp | 19,538 | 14,654 | -4,884 | -25.00% |
| David Loasby | 36,743 | 27,626 | -9,117 | -24.81% |
| Mariner LLC | 57,774 | 45,024 | -12,750 | -22.07% |
| Cetera Investment Advisers | 31,036 | 24,351 | -6,685 | -21.54% |
| Janney Montgomery Scott LLC | 173,478 | 142,398 | -31,080 | -17.92% |
| City Holding Co. | 608 | 506 | -102 | -16.78% |
| Kestra Private Wealth Services LLC | 12,507 | 10,512 | -1,995 | -15.95% |
| Atria Wealth Solutions Inc. | 71,194 | 61,027 | -10,167 | -14.28% |
| Capital Wealth Alliance LLC | 18,245 | 16,470 | -1,775 | -9.73% |
| Focused Wealth Management Inc | 18,451 | 16,697 | -1,754 | -9.51% |
| Geneos Wealth Management Inc. | 9,450 | 8,620 | -830 | -8.78% |
| UBS Group AG | 787,156 | 718,628 | -68,528 | -8.71% |
| Advisor Group Holdings Inc. | 542,093 | 496,209 | -45,884 | -8.46% |
| National Asset Management Inc. | 82,484 | 76,298 | -6,186 | -7.50% |
| Guardian Wealth Advisors LLC NC | 190,483 | 177,130 | -13,353 | -7.01% |
| Aptus Capital Advisors LLC | 190,483 | 177,130 | -13,353 | -7.01% |
| Chicago Partners Investment Group LLC | 15,209 | 14,379 | -830 | -5.46% |
| Truist Financial Corp | 78,570 | 74,427 | -4,143 | -5.27% |
| Morgan Stanley | 12,278,409 | 11,692,967 | -585,442 | -4.77% |
| Allworth Financial LP | 7,979 | 7,617 | -362 | -4.54% |
| Bank of America Corp DE | 649,616 | 625,520 | -24,096 | -3.71% |
| Flaharty Asset Management LLC | 73,129 | 70,443 | -2,686 | -3.67% |
| CI Private Wealth LLC | 34,260 | 33,110 | -1,150 | -3.36% |
| Equitable Holdings Inc. | 19,511 | 18,893 | -618 | -3.17% |
| Formidable Asset Management LLC | 41,062 | 39,787 | -1,275 | -3.11% |
| Arete Wealth Advisors LLC | 26,741 | 25,925 | -816 | -3.05% |
| LPL Financial LLC | 896,885 | 871,611 | -25,274 | -2.82% |
| Cambridge Investment Research Advisors Inc. | 509,340 | 497,309 | -12,031 | -2.36% |
| Wealth Effects LLC | 63,929 | 62,540 | -1,389 | -2.17% |
| Atomi Financial Group Inc. | 30,054 | 29,422 | -632 | -2.10% |
| Envestnet Asset Management Inc. | 15,671 | 15,343 | -328 | -2.09% |
| Ignite Planners LLC | 55,391 | 54,280 | -1,111 | -2.01% |
| Private Advisor Group LLC | 237,165 | 232,881 | -4,284 | -1.81% |
| Royal Bank of Canada | 549,775 | 541,600 | -8,175 | -1.49% |
| Wedbush Securities Inc. | 52,371 | 51,691 | -680 | -1.30% |
| RFG Advisory LLC | 1,268,330 | 1,253,686 | -14,644 | -1.15% |
| Raymond James Trust N.A. | 93,516 | 92,620 | -896 | -0.96% |
| ELCO Management Co. LLC | 56,900 | 56,400 | -500 | -0.88% |
| Moors & Cabot Inc. | 13,191 | 13,076 | -115 | -0.87% |
| Mercer Global Advisors Inc. ADV | 18,378 | 18,233 | -145 | -0.79% |
| Putnam FL Investment Management Co. | 44,051 | 43,801 | -250 | -0.57% |
| Liberty One Investment Management LLC | 8,106 | 8,062 | -44 | -0.54% |
| Steward Partners Investment Advisory LLC | 143,237 | 143,189 | -48 | -0.03% |
| 13F Filers Exiting ETY | ||||
| Koesten Hirschmann & Crabtree INC. | 2,343 | 0 | -2,343 | -100.00% |
| Ameritas Advisory Services LLC | 48,129 | 0 | -48,129 | -100.00% |
| Strategic Financial Concepts LLC | 19,650 | 0 | -19,650 | -100.00% |
| True Link Financial Advisors LLC | 130,533 | 0 | -130,533 | -100.00% |
| Elequin Capital LP | 32,778 | 0 | -32,778 | -100.00% |
| Walleye Capital LLC | 19,030 | 0 | -19,030 | -100.00% |
| Wealth Enhancement Advisory Services LLC | 20,286 | 0 | -20,286 | -100.00% |
| One Capital Management LLC | 33,925 | 0 | -33,925 | -100.00% |
| Stonebridge Capital Advisors LLC | 2,826 | 0 | -2,826 | -100.00% |
| RiverFront Investment Group LLC | 15,150 | 0 | -15,150 | -100.00% |
| Sigma Planning Corp | 12,638 | 0 | -12,638 | -100.00% |
| Susquehanna International Group LLP | 37,235 | 0 | -37,235 | -100.00% |
| Benjamin F. Edwards & Company Inc. | 1,430 | 0 | -1,430 | -100.00% |
| King Luther Capital Management Corp | 10,000 | 0 | -10,000 | -100.00% |
See Summary: Institutional Holders of ETY
See Details: Top 10 Hedge Funds Holding ETY
Also See: ETY Insider Buying
