Who holds ETNticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

EATON CORP PLC · COM · quarter ended 2026-03-31 · 34 members disclosed ETN ↗

2,043

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$107B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,035

addsholders whose share count rose or who opened the position (new + add), by shares

194

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ETN ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$10.9B	30,544,170	+1,150,092	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$9.0B	25,246,116	—	no prior
3	JPMORGAN CHASE & CO	$6.6B	19,300,911	+1,121,714	add
4	STATE STREET CORP	$6.1B	16,976,823	+115,502	add
5	MORGAN STANLEY	$4.7B	13,111,623	+132,833	add
6	BANK OF AMERICA CORP /DE/	$4.3B	12,083,030	+564,256	add
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.3B	9,185,593	—	no prior
8	GEODE CAPITAL MANAGEMENT, LLC	$3.2B	8,852,541	+195,677	add
9	FMR LLC	$3.0B	8,442,254	−463,283	trim
10	WELLINGTON MANAGEMENT GROUP LLP	$2.0B	5,706,699	+3,870,604	add
11	RAYMOND JAMES FINANCIAL INC	$2.0B	5,515,091	+182,105	add
12	Janus Henderson Group Ltd.	$1.8B	5,092,361	+43,222	add
13	UBS Group AG	$1.7B	4,855,173	+962,272	add
14	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.7B	4,688,364	−814,649	trim
15	COATUE MANAGEMENT LLC	$1.7B	4,748,498	+27,275	add
16	Nuveen, LLC	$1.7B	4,622,834	−376,613	trim
17	NORTHERN TRUST CORP	$1.6B	4,380,146	−79,615	trim
18	Invesco Ltd.	$1.5B	4,247,895	+490,939	add
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.4B	3,897,640	+829,034	add
20	Clearbridge Investments, LLC	$1.1B	3,168,655	−73,628	trim
21	WELLS FARGO & COMPANY/MN	$1.1B	3,083,025	−146,942	trim
22	ALLIANCEBERNSTEIN L.P.	$1.1B	3,327,403	+384,931	add
23	AMERIPRISE FINANCIAL INC	$1.0B	2,880,348	+620,610	add
24	Bank of New York Mellon Corp	$954M	2,667,009	−70,993	trim
25	Legal & General Group Plc	$842M	2,355,307	−76,482	trim
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$839M	2,344,740	+57,541	add
27	FIRST TRUST ADVISORS LP	$822M	2,296,924	+641,124	add
28	DEUTSCHE BANK AG\	$798M	2,232,218	−29,330	trim
29	VANGUARD FIDUCIARY TRUST CO	$782M	2,186,658	—	no prior
30	ROYAL BANK OF CANADA	$776M	2,169,614	−219,475	trim
31	Amundi	$637M	1,780,318	−275,441	trim
32	Neuberger Berman Group LLC	$535M	1,496,635	+28,023	add
33	ENVESTNET ASSET MANAGEMENT INC	$532M	1,486,552	+280,899	add
34	STIFEL FINANCIAL CORP	$516M	1,443,704	+24,164	add
35	Sumitomo Mitsui Trust Group, Inc.	$473M	1,321,497	−42,193	trim
36	DIMENSIONAL FUND ADVISORS LP	$451M	1,260,926	+18,073	add
37	FRANKLIN RESOURCES INC	$440M	1,231,562	−438,520	trim
38	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$431M	1,205,583	+344,353	add
39	Pictet Asset Management Holding SA	$429M	1,199,271	−180,483	trim
40	VICTORY CAPITAL MANAGEMENT INC	$426M	1,192,322	+680,908	add
41	SCHRODER INVESTMENT MANAGEMENT GROUP	$410M	1,192,472	+551,567	add
42	Swiss National Bank	$408M	1,139,840	+73,320	add
43	1832 Asset Management L.P.	$381M	1,066,609	−203,847	trim
44	CIBC Bancorp USA Inc.	$332M	928,975	—	no prior
45	Mitsubishi UFJ Asset Management Co., Ltd.	$314M	878,277	+59,841	add
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$310M	867,133	+88,139	add
47	Vanguard Global Advisers, LLC	$303M	847,987	—	no prior
48	National Pension Service	$299M	835,295	+835,295	new
49	BARCLAYS PLC	$289M	809,376	−27,866	trim
50	HSBC HOLDINGS PLC	$279M	780,006	+295,762	add
51	Swedbank AB	$276M	771,407	+33,923	add
52	LPL Financial LLC	$263M	734,953	+8,069	add
53	BAHL & GAYNOR INC	$257M	717,417	−115,341	trim
54	TRUIST FINANCIAL CORP	$247M	690,956	+102,054	add
55	TD ASSET MANAGEMENT INC	$245M	684,826	+3,965	add
56	VANGUARD ASSET MANAGEMENT, Ltd	$225M	628,665	—	no prior
57	BAILLIE GIFFORD & CO	$221M	617,366	−56,474	trim
58	BNP Paribas Asset Management Holding S.A.	$216M	604,351	−427,009	trim
59	CANADA PENSION PLAN INVESTMENT BOARD	$216M	603,248	+84,580	add
60	Guinness Asset Management LTD	$214M	599,911	−35,951	trim
61	Aberdeen Group plc	$213M	594,367	+109,719	add
62	PRINCIPAL FINANCIAL GROUP INC	$212M	592,452	+31,791	add
63	Bank Julius Baer & Co. Ltd, Zurich	$212M	596,945	+60,222	add
64	LAZARD ASSET MANAGEMENT LLC	$199M	555,969	+19,187	add
65	VOYA INVESTMENT MANAGEMENT LLC	$198M	554,976	+244,536	add
66	Artisan Partners Limited Partnership	$198M	553,010	−364,645	trim
67	NEW YORK STATE COMMON RETIREMENT FUND	$188M	525,067	+2,200	add
68	PUBLIC SECTOR PENSION INVESTMENT BOARD	$188M	524,798	+474,440	add
69	CONGRESS ASSET MANAGEMENT CO	$180M	503,728	−4,402	trim
70	BANK OF MONTREAL /CAN/	$177M	496,007	−13,286	trim
71	HighTower Advisors, LLC	$176M	491,632	−62,088	trim
72	CITIGROUP INC	$173M	484,516	+51,290	add
73	FIFTH THIRD BANCORP	$172M	480,874	−6,991	trim
74	Baird Financial Group, Inc.	$167M	467,195	+467,195	new
75	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$164M	459,531	+10,530	add
76	MACKENZIE FINANCIAL CORP	$163M	456,961	+269,183	add
77	Zurcher Kantonalbank (Zurich Cantonalbank)	$163M	456,025	+456,025	new
78	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$162M	453,929	+332,996	add
79	OMERS ADMINISTRATION Corp	$157M	438,456	+8,795	add
80	US BANCORP \DE\	$156M	437,010	+45,819	add
81	Tidal Investments LLC	$155M	434,753	+115,470	add
82	Allspring Global Investments Holdings, LLC	$146M	399,604	+70,863	add
83	Corient Private Wealth LLC	$146M	411,332	−448,487	trim
84	Universal- Beteiligungs- und Servicegesellschaft mbH	$141M	394,816	−419	trim
85	Mariner, LLC	$136M	379,801	+4,814	add
86	AQR CAPITAL MANAGEMENT LLC	$133M	376,870	−6,508	trim
87	Man Group plc	$132M	368,118	−548,007	trim
88	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$130M	363,880	−4,465	trim
89	AMF Tjanstepension AB	$129M	359,646	+359,646	new
90	AVIVA PLC	$128M	357,135	+9,604	add
91	Haverford Trust Co	$127M	356,000	−1,144	trim
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$123M	343,518	−2,741	trim
93	Munro Partners	$118M	328,527	+51,985	add
94	AGF MANAGEMENT LTD	$116M	324,802	−61,478	trim
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$115M	322,898	+7,828	add
96	CREDIT AGRICOLE S A	$114M	318,204	−60,319	trim
97	AMERICAN CENTURY COMPANIES INC	$110M	306,686	−10,228	trim
98	PFA Pension, Forsikringsaktieselskab	$109M	305,393	+305,393	new
99	KING LUTHER CAPITAL MANAGEMENT CORP	$103M	287,126	+67,142	add
100	OSAIC HOLDINGS, INC.	$103M	286,501	+21,710	add
101	Rockefeller Capital Management L.P.	$102M	286,072	+30,161	add
102	Groupe la Francaise	$100M	283,985	+22,463	add
103	Nan Shan Life Insurance Co., Ltd.	$98.4M	275,247	+275,247	new
104	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$98.2M	273,391	−190,917	trim
105	SEI INVESTMENTS CO	$96.8M	270,754	−69,364	trim
106	Korea Investment CORP	$88.8M	248,359	−11,765	trim
107	Creative Planning	$87.7M	245,301	+27,522	add
108	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$87.4M	244,334	+224,261	add
109	Cetera Investment Advisers	$87.3M	243,977	+4,635	add
110	ONTARIO TEACHERS PENSION PLAN BOARD	$84.4M	235,970	+235,970	new
111	Quantinno Capital Management LP	$84.3M	235,668	+49,650	add
112	KEYBANK NATIONAL ASSOCIATION/OH	$82.8M	231,566	−1,913	trim
113	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$81.3M	227,294	−248,060	trim
114	HOMESTEAD ADVISERS CORP	$81.0M	227,814	−2,500	trim
115	Fisher Asset Management, LLC	$80.5M	225,195	+6,743	add
116	CI INVESTMENTS INC.	$79.9M	223,495	+32,088	add
117	COMMONWEALTH EQUITY SERVICES, LLC	$77.0M	215,248	−4,332	trim
118	DANSKE BANK A/S	$76.9M	214,902	+2,987	add
119	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$75.3M	210,460	+28,744	add
120	FIRST FINANCIAL BANKSHARES INC	$75.1M	210,038	−43,747	trim
121	Midwest Trust Co	$74.5M	208,285	+3,394	add
122	STATE OF WISCONSIN INVESTMENT BOARD	$74.4M	207,994	+6,278	add
123	ROYAL LONDON ASSET MANAGEMENT LTD	$74.3M	207,704	−390	trim
124	Migdal Insurance & Financial Holdings Ltd.	$74.0M	207,000	+207,000	new
125	Ensign Peak Advisors, Inc	$73.5M	205,518	+108,211	add
126	Covalis Capital LLP	$72.7M	203,223	+117,697	add
127	APG Asset Management N.V.	$72.0M	231,939	+4,809	add
128	KLP KAPITALFORVALTNING AS	$71.9M	201,109	+5,080	add
129	SATURNA CAPITAL CORP	$71.9M	201,103	+201,103	new
130	Federation des caisses Desjardins du Quebec	$71.8M	200,713	+9,233	add
131	Eurizon Capital SGR S.p.A.	$70.9M	199,191	+199,191	new
132	Mitsubishi UFJ Trust & Banking Corp	$69.0M	192,948	−21,869	trim
133	Chevy Chase Trust Holdings, LLC	$68.7M	192,116	−5,534	trim
134	Carnegie Investment Counsel	$68.7M	192,112	−223	trim
135	Banque Transatlantique SA	$67.9M	187,993	+102,094	add
136	COMMERCE BANK	$67.5M	188,827	+1,882	add
137	Kestra Advisory Services, LLC	$67.2M	187,776	+16,400	add
138	DAVIS R M INC	$65.7M	183,775	−376	trim
139	Ancora Advisors LLC	$65.3M	182,670	−9,157	trim
140	NICHOLAS COMPANY, INC.	$64.8M	181,180	+24,955	add
141	Vanguard Investments Australia, Ltd.	$64.7M	180,891	—	no prior
142	TD Waterhouse Canada Inc.	$64.6M	177,166	+77,505	add
143	EASTERN BANK	$63.5M	177,542	−7,916	trim
144	Cerity Partners LLC	$63.1M	176,399	+3,772	add
145	J. Stern & Co. LLP	$61.4M	171,546	−58,859,505	trim
146	BANQUE PICTET & CIE SA	$60.9M	170,129	−7,054	trim
147	Asset Management One Co., Ltd.	$60.3M	168,605	−417	trim
148	Focus Partners Wealth	$59.6M	166,230	+9,065	add
149	Bank Pictet & Cie (Europe) AG	$59.4M	166,101	−10,343	trim
150	Steward Partners Investment Advisory, LLC	$59.2M	165,592	+48,290	add
151	Cartenna Capital, LP	$59.0M	165,000	+165,000	new
152	&PARTNERS	$58.9M	164,760	+17,747	add
153	Sequoia Financial Advisors, LLC	$58.8M	164,316	+2,558	add
154	Danica Pension, Livsforsikringsaktieselskab	$58.6M	163,889	−198,567	trim
155	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$58.4M	163,408	−2,287	trim
156	ARGENT CAPITAL MANAGEMENT LLC	$58.3M	162,990	+40,985	add
157	Americana Partners, LLC	$57.0M	159,359	+6,152	add
158	Interval Partners, LP	$55.9M	156,253	+156,253	new
159	Lansforsakringar Fondforvaltning AB (publ)	$53.7M	150,193	+11,460	add
160	MML INVESTORS SERVICES, LLC	$52.6M	147,025	+5,040	add
161	NewEdge Advisors, LLC	$51.3M	143,355	+143,355	new
162	MERCER GLOBAL ADVISORS INC /ADV	$51.1M	144,356	+7,158	add
163	Calamos Advisors LLC	$50.7M	141,701	+26,831	add
164	FACTORY MUTUAL INSURANCE CO	$50.1M	140,119	+850	add
165	Tredje AP-fonden	$49.7M	138,954	−188,559	trim
166	D. E. Shaw & Co., Inc.	$49.6M	138,726	−404,921	trim
167	Sterling Capital Management LLC	$49.2M	137,437	+136,681	add
168	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$49.1M	137,337	+1,160	add
169	NISA INVESTMENT ADVISORS, LLC	$48.9M	136,852	−1,055	trim
170	DELTA ASSET MANAGEMENT LLC/TN	$48.9M	136,779	−2,434	trim
171	CITIZENS FINANCIAL GROUP INC/RI	$48.6M	135,763	−14,366	trim
172	NOMURA ASSET MANAGEMENT CO LTD	$48.5M	135,685	+1,799	add
173	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$48.2M	134,825	+50,000	add
174	State of New Jersey Common Pension Fund D	$48.0M	134,192	0	no change
175	NATIONAL BANK OF CANADA /FI/	$47.6M	133,137	−516,143	trim
176	MAI Capital Management	$46.6M	130,234	−138	trim
177	Connor, Clark & Lunn Investment Management Ltd.	$46.4M	129,847	−261,980	trim
178	LANSDOWNE PARTNERS (UK) LLP	$46.4M	129,625	+19,670	add
179	Mirae Asset Global Investments Co., Ltd.	$45.6M	127,549	+15,746	add
180	DnB Asset Management AS	$45.6M	127,419	+14,738	add
181	GATEWAY INVESTMENT ADVISERS LLC	$45.1M	126,074	+1,451	add
182	PINNACLE ASSOCIATES LTD	$44.5M	124,522	−358	trim
183	Allianz Asset Management GmbH	$43.8M	122,382	+52,524	add
184	Pinnacle Financial Partners, Inc.	$42.9M	120,050	−2,742	trim
185	REGIONS FINANCIAL CORP	$42.8M	119,597	−108,854	trim
186	CITADEL ADVISORS LLC	$40.2M	112,279	−346,348	trim
187	UMB Bank, n.a.	$40.1M	112,214	−1,207	trim
188	Gradient Investments LLC	$39.5M	110,546	−8,783	trim
189	Lido Advisors, LLC	$39.2M	109,718	−42,681	trim
190	Epoch Investment Partners, Inc.	$38.9M	108,635	−2,566	trim
191	Port Capital LLC	$38.4M	107,453	+21,144	add
192	CIBC Asset Management Inc	$38.3M	107,124	+5,808	add
193	Arizona State Retirement System	$38.1M	106,417	−3,617	trim
194	Czech National Bank	$37.8M	105,779	+3,363	add
195	ALTA CAPITAL MANAGEMENT LLC/	$37.5M	104,891	+23,468	add
196	Cumberland Partners Ltd	$37.5M	104,875	−10,273	trim
197	Advisors Capital Management, LLC	$37.2M	103,990	−1,096	trim
198	MEYER HANDELMAN CO	$37.1M	103,759	−660	trim
199	STATE OF MICHIGAN RETIREMENT SYSTEM	$36.3M	101,456	−200	trim
200	TRILLIUM ASSET MANAGEMENT, LLC	$36.2M	149,145	+45,547	add
201	Resona Asset Management Co.,Ltd.	$36.2M	101,140	+1,055	add
202	CLOUGH CAPITAL PARTNERS L P	$35.9M	100,255	+59,825	add
203	Sumitomo Mitsui DS Asset Management Company, Ltd	$35.5M	99,372	+1,384	add
204	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$35.0M	97,984	+18,711	add
205	Allworth Financial LP	$34.5M	96,429	+2,586	add
206	Daiwa Securities Group Inc.	$34.0M	95,114	−13,932	trim
207	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$34.0M	95,000	+95,000	new
208	Clearstead Advisors, LLC	$33.2M	92,720	+42,263	add
209	Sanctuary Advisors, LLC	$32.9M	92,038	+3,320	add
210	FLPUTNAM INVESTMENT MANAGEMENT CO	$32.8M	91,823	−9,705	trim
211	LBP AM SA	$32.7M	91,452	−18,466	trim
212	FOSTER DYKEMA CABOT & PARTNERS, LLC	$32.7M	91,438	−622	trim
213	FEDERATED HERMES, INC.	$32.5M	90,949	−43,621	trim
214	MetLife Investment Management, LLC	$32.5M	90,812	−2,354	trim
215	MILLENNIUM MANAGEMENT LLC	$32.4M	90,556	−248,325	trim
216	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$32.4M	90,475	+131	add
217	Zurich Insurance Group Ltd/FI	$32.2M	89,928	+89,928	new
218	Clean Energy Transition LLP	$31.7M	88,514	+88,514	new
219	KLINGENSTEIN FIELDS & CO LP	$31.4M	87,883	−2,099	trim
220	TEACHER RETIREMENT SYSTEM OF TEXAS	$31.1M	87,071	+17,036	add
221	Granite Investment Partners, LLC	$30.8M	86,199	−4,243	trim
222	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$30.7M	85,799	+4,021	add
223	Robeco Institutional Asset Management B.V.	$30.6M	85,661	−541	trim
224	National Mutual Insurance Federation of Agricultural Cooperatives	$30.2M	84,300	0	no change
225	Retirement Systems of Alabama	$29.5M	82,481	−145	trim
226	DAVIDSON INVESTMENT ADVISORS	$29.4M	82,133	−933	trim
227	CWM, LLC	$29.1M	81,269	+6,290	add
228	QRG CAPITAL MANAGEMENT, INC.	$29.1M	81,240	+29,770	add
229	BLAIR WILLIAM & CO/IL	$28.8M	80,604	−3,004	trim
230	Varma Mutual Pension Insurance Co	$28.4M	79,475	0	no change
231	ASSOCIATED BANC-CORP	$27.9M	78,123	−3,312	trim
232	GODSEY & GIBB, INC	$27.8M	77,638	+414	add
233	EDMOND DE ROTHSCHILD HOLDING S.A.	$27.8M	77,610	+1,438	add
234	AVITY INVESTMENT MANAGEMENT INC.	$27.6M	77,165	+9,770	add
235	Willis Investment Counsel	$27.6M	77,073	0	no change
236	ARS Investment Partners, LLC	$27.5M	76,978	+30,194	add
237	Vanguard Personalized Indexing Management, LLC	$27.2M	76,169	+3,750	add
238	Woodline Partners LP	$27.2M	76,075	+56,545	add
239	M&T BANK CORP	$27.2M	76,058	−3,878	trim
240	WESTWOOD HOLDINGS GROUP INC	$26.9M	75,197	−2,779	trim
241	Troluce Capital Advisors LLC	$26.8M	75,000	+75,000	new
242	OPPENHEIMER & CO INC	$26.7M	74,624	−663	trim
243	Pathstone Holdings, LLC	$26.6M	74,272	−141	trim
244	Susquehanna Portfolio Strategies, LLC	$26.5M	74,119	−4,185	trim
245	Atlantic Union Bankshares Corp	$26.4M	73,680	+5,188	add
246	Blue Chip Partners, LLC	$26.1M	73,030	+4,018	add
247	Empowered Funds, LLC	$25.9M	72,340	+13,522	add
248	Gotham Asset Management, LLC	$25.9M	72,339	+6,905	add
249	XPONANCE LLC	$25.5M	71,430	+6,976	add
250	DONALDSON CAPITAL MANAGEMENT, LLC	$25.5M	71,252	−221	trim
251	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$24.7M	69,104	+69,104	new
252	Bragg Financial Advisors, Inc	$24.6M	68,848	+734	add
253	Chicago Capital, LLC	$23.9M	66,769	−2,289	trim
254	EXENCIAL WEALTH ADVISORS, LLC	$23.7M	66,373	+13,965	add
255	DAVENPORT & Co LLC	$23.5M	66,048	+16,648	add
256	Envestnet Portfolio Solutions, Inc.	$23.5M	65,659	−20,676	trim
257	Fullerton Fund Management Co Ltd.	$23.3M	65,026	+65,026	new
258	MOODY LYNN LIEBERSON & WALKER, LLC	$23.2M	64,794	−16,314	trim
259	Utah Retirement Systems	$22.8M	63,691	−1,058	trim
260	USS Investment Management Ltd	$22.5M	62,818	+2,926	add
261	ADELL HARRIMAN & CARPENTER INC	$22.2M	62,138	+2,800	add
262	OPPENHEIMER ASSET MANAGEMENT INC.	$22.2M	62,002	+4,173	add
263	CCM INVESTMENT ADVISERS LLC	$21.7M	60,736	−811	trim
264	BECKER CAPITAL MANAGEMENT INC	$21.6M	60,377	−2,054	trim
265	Suncoast Equity Management	$21.6M	60,342	−8,001	trim
266	SCOPUS ASSET MANAGEMENT, L.P.	$21.3M	59,554	+51,003	add
267	Defiance ETFs, LLC	$21.2M	59,389	+59,389	new
268	GRIMES & Co WEALTH MANAGEMENT, LLC	$21.1M	59,076	+166	add
269	STEPHENS INC /AR/	$21.1M	58,470	+3,399	add
270	Wealthfront Advisers LLC	$20.7M	57,916	+3,686	add
271	ProShare Advisors LLC	$20.7M	57,818	−15,738	trim
272	Vontobel Holding Ltd.	$20.7M	57,793	+9,329	add
273	BEACON INVESTMENT ADVISORY SERVICES, INC.	$20.6M	57,537	+741	add
274	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$20.6M	57,465	−68,423	trim
275	BAILARD, INC.	$20.5M	57,306	+463	add
276	RWA WEALTH PARTNERS, LLC	$20.2M	59,564	+719	add
277	NEOS Investment Management LLC	$19.9M	55,553	−36,674	trim
278	PITTENGER & ANDERSON INC	$19.8M	55,485	−391	trim
279	SCOTIA CAPITAL INC.	$19.7M	55,025	+7,107	add
280	Van Hulzen Asset Management, LLC	$19.5M	54,448	−1,733	trim
281	Moran Wealth Management, LLC	$19.5M	54,428	−6,953	trim
282	FIRST CITIZENS BANK & TRUST CO	$19.3M	54,016	−455	trim
283	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$19.1M	53,529	−15,551	trim
284	First Nebraska Trust Co	$18.8M	52,537	—	no prior
285	FIRST NATIONAL BANK OF OMAHA	$18.7M	53,259	+1,067	add
286	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$18.5M	51,862	+51,862	new
287	MGO ONE SEVEN LLC	$18.5M	51,834	+4,491	add
288	CONNORS INVESTOR SERVICES INC	$18.3M	51,061	+401	add
289	Private Advisor Group, LLC	$18.1M	50,640	+6,109	add
290	CIBC WORLD MARKET INC.	$17.9M	50,006	−15,751	trim
291	Goelzer Investment Management, Inc.	$17.8M	49,807	+350	add
292	Cornerstone Advisors, LLC	$17.8M	49,659	+8,859	add
293	Regents Gate Capital LLP	$17.4M	48,779	+2,858	add
294	ASSETMARK, INC	$17.4M	48,695	+663	add
295	LOWE BROCKENBROUGH & CO INC	$17.4M	48,666	−49	trim
296	ASR Vermogensbeheer N.V.	$17.3M	48,504	+823	add
297	Moors & Cabot, Inc.	$17.3M	48,400	+1,141	add
298	World Investment Advisors	$17.3M	48,329	−63	trim
299	FRANKLIN STREET ADVISORS INC /NC	$17.2M	48,011	−32,863	trim
300	BOURGEON CAPITAL MANAGEMENT LLC	$16.9M	47,224	+201	add
301	Ethic Inc.	$16.4M	45,837	+3,499	add
302	Alley Investment Management Company, LLC	$16.4M	45,735	+3,542	add
303	Badgley Phelps Wealth Managers, LLC	$16.1M	45,001	+1,146	add
304	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$15.9M	44,509	+34	add
305	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$15.7M	43,773	−487	trim
306	Vantage Investment Partners, LLC	$15.5M	43,465	+43,465	new
307	BRADLEY FOSTER & SARGENT INC/CT	$15.5M	43,366	+8,070	add
308	MACQUARIE GROUP LTD	$15.0M	42,067	−1,850	trim
309	IMC-Chicago, LLC	$15.0M	41,940	+24,052	add
310	Stratos Wealth Partners, LTD.	$14.9M	41,778	−831	trim
311	BROWN ADVISORY INC	$14.8M	41,323	−612	trim
312	Running Oak Capital LLC	$14.7M	41,218	−3,127	trim
313	Atria Investments, Inc	$14.7M	41,153	−7,190	trim
314	Vinva Investment Management Ltd	$14.7M	42,653	+1,828	add
315	IFM Investors Pty Ltd	$14.6M	40,783	+2,587	add
316	FORBES J M & CO LLP	$14.5M	40,570	+427	add
317	Oasis Advisors, LLC	$14.5M	40,469	—	no prior
318	Generate Investment Management Ltd	$14.4M	40,378	−16,056	trim
319	Nordwand Advisors, LLC	$14.4M	40,230	+545	add
320	Aptus Capital Advisors, LLC	$14.4M	40,123	−25,314	trim
321	Concurrent Investment Advisors, LLC	$14.3M	40,098	−1,648	trim
322	PALISADE CAPITAL MANAGEMENT, LP	$14.3M	40,002	+2,452	add
323	Snowden Capital Advisors LLC	$14.2M	39,681	+793	add
324	EagleClaw Capital Managment, LLC	$14.1M	39,308	−2,500	trim
325	Orion Porfolio Solutions, LLC	$14.0M	39,212	−2,388	trim
326	YOUSIF CAPITAL MANAGEMENT, LLC	$13.8M	38,573	−2,002	trim
327	Waverly Advisors, LLC	$13.6M	38,154	+1,967	add
328	Aware Super Pty Ltd as trustee of Aware Super	$13.6M	38,004	—	no prior
329	TOWER BRIDGE ADVISORS	$13.5M	37,865	+37,865	new
330	Raub Brock Capital Management LP	$13.5M	37,654	+12,361	add
331	MCDONALD PARTNERS LLC	$13.5M	37,648	+565	add
332	Brookstone Capital Management	$13.5M	37,615	+14,066	add
333	River Wealth Advisors LLC	$13.3M	37,314	+759	add
334	TWO SIGMA INVESTMENTS, LP	$13.3M	37,160	−554,766	trim
335	Two Point Capital Management, Inc.	$13.2M	36,860	−640	trim
336	MidFirst Bank	$13.1M	36,691	−447	trim
337	Merit Financial Group, LLC	$13.1M	36,674	+4,275	add
338	Eliot Finkel Investment Counsel, LLC	$13.1M	36,619	−75	trim
339	Vident Advisory, LLC	$13.0M	36,387	+4,364	add
340	Andra AP-fonden	$13.0M	36,278	+12,656	add
341	DAYMARK WEALTH PARTNERS, LLC	$13.0M	36,261	+7,269	add
342	ABN AMRO Bank N.V.	$12.9M	36,441	+1,167	add
343	EP Wealth Advisors, LLC	$12.9M	36,022	−1,410	trim
344	one8zero8, LLC	$12.8M	35,790	−900	trim
345	HM PAYSON & CO	$12.7M	35,508	+11,619	add
346	Northwest & Ethical Investments L.P.	$12.6M	35,355	+8,534	add
347	Elo Mutual Pension Insurance Co	$12.4M	34,691	−9,680	trim
348	Prospera Financial Services Inc	$12.3M	34,510	−5,296	trim
349	Baker Avenue Asset Management, LP	$12.0M	33,488	−14,038	trim
350	SALEM INVESTMENT COUNSELORS INC	$11.9M	33,301	+830	add
351	United Asset Strategies, Inc.	$11.8M	32,971	−7,580	trim
352	Clear Trail Advisors, LLC	$11.7M	32,820	−1,605	trim
353	Cornerstone Wealth Group, LLC	$11.6M	28,251	+417	add
354	MOTCO	$11.5M	32,158	+750	add
355	Pegasus Asset Management, Inc.	$11.4M	31,982	+338	add
356	F/m Investments LLC	$11.4M	31,920	−22,289	trim
357	SPRING CAPITAL MANAGEMENT, LLC	$11.4M	31,785	−1,174	trim
358	Vestmark Advisory Solutions, Inc.	$11.4M	31,748	+6,276	add
359	Annex Advisory Services, LLC	$11.3M	31,700	+224	add
360	MANAGED ASSET PORTFOLIOS, LLC	$11.3M	31,614	+165	add
361	Generali Asset Management SPA SGR	$11.3M	31,534	+2,898	add
362	Haverford Financial Services, Inc.	$11.3M	31,474	−92	trim
363	Calamos Wealth Management LLC	$11.1M	31,119	+30,301	add
364	SIRIOS CAPITAL MANAGEMENT L P	$11.1M	30,998	+2,975	add
365	Lombard Odier Asset Management (Europe) Ltd	$11.1M	30,978	+13,782	add
366	Teamwork Financial Advisors, LLC	$11.1M	30,944	−5,047	trim
367	LMCG INVESTMENTS, LLC	$11.0M	30,876	−1,681	trim
368	ALERUS FINANCIAL NA	$11.0M	30,676	−5,242	trim
369	L & S Advisors Inc	$10.8M	30,075	+1,190	add
370	HB Wealth Management, LLC	$10.7M	29,897	+2,024	add
371	FIDUCIARY TRUST CO	$10.6M	29,559	+623	add
372	Investment Management Corp of Ontario	$10.6M	29,547	−7,120	trim
373	Community Financial Services Group, LLC	$10.5M	28,766	+28,766	new
374	Hamilton Point Investment Advisors, LLC	$10.5M	29,387	−296	trim
375	D.A. DAVIDSON & CO.	$10.4M	29,016	+3,126	add
376	CARRET ASSET MANAGEMENT, LLC	$10.3M	28,908	+240	add
377	Cornerstone Capital, Inc.	$10.1M	28,294	0	no change
378	Greenfield Seitz Capital Management, LLC	$10.1M	28,231	−384	trim
379	SMA Capital LLC	$10.1M	28,200	+28,200	new
380	Empire Life Investments Inc.	$10.0M	27,222	+27,222	new
381	HARRELL INVESTMENT PARTNERS, LLC	$9.9M	27,753	−951	trim
382	OpenArc Corporate Advisory, LLC	$9.9M	27,664	+1,092	add
383	SummitTX Capital, L.P.	$9.8M	27,299	+27,299	new
384	Oak Harvest Investment Services	$9.7M	27,244	+3,429	add
385	SVB WEALTH LLC	$9.7M	27,166	−2,077	trim
386	AE Wealth Management LLC	$9.6M	26,849	+6,352	add
387	Glenview Trust Co	$9.5M	26,685	+1,603	add
388	MIDDLETON & CO INC/MA	$9.5M	26,526	+2,759	add
389	Citizens National Bank Trust Department	$9.5M	26,447	−181	trim
390	NORTHSTAR ASSET MANAGEMENT INC	$9.4M	26,413	−9,473	trim
391	Parcion Private Wealth LLC	$9.4M	26,379	−3,347	trim
392	Cyndeo Wealth Partners, LLC	$9.4M	26,291	+18,208	add
393	DNCA FINANCE	$9.4M	26,236	+26,236	new
394	NIXON PEABODY TRUST CO	$9.4M	26,142	+2,717	add
395	Rafferty Asset Management, LLC	$9.3M	26,007	−9,638	trim
396	BRIDGES INVESTMENT MANAGEMENT INC	$9.3M	26,004	−279	trim
397	Westhampton Capital, LLC	$9.3M	25,962	−77	trim
398	BOOTHBAY FUND MANAGEMENT, LLC	$9.3M	25,892	+24,550	add
399	Equitable Holdings, Inc.	$9.3M	26,926	+20,877	add
400	Freestone Capital Holdings, LLC	$9.2M	25,847	+1,611	add
401	BTC Capital Management, Inc.	$9.2M	25,826	+568	add
402	Callahan Advisors, LLC	$9.2M	25,811	−397	trim
403	Laird Norton Wetherby Trust Company, LLC	$9.2M	25,713	−723	trim
404	Ashton Thomas Private Wealth, LLC	$9.2M	25,624	−2,122	trim
405	NewEdge Wealth, LLC	$9.1M	25,319	−4,074	trim
406	Meridian Wealth Advisors, LLC	$9.0M	25,080	−883	trim
407	Evelyn Partners Investment Management LLP	$9.0M	25,058	−929	trim
408	EFG International AG	$9.0M	25,037	+2,230	add
409	Foster Victor Wealth Advisors, LLC	$8.9M	22,251	+22,251	new
410	Cresset Asset Management, LLC	$8.9M	24,958	+2,082	add
411	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$8.9M	24,880	−1,245	trim
412	Jain Global LLC	$8.8M	24,471	+24,471	new
413	ATALANTA SOSNOFF CAPITAL, LLC	$8.7M	24,395	−13,951	trim
414	Concord Investment Counsel Inc.	$8.7M	24,387	−288	trim
415	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$8.7M	24,349	+2,004	add
416	Taikang Asset Management (Hong Kong) Co Ltd	$8.7M	24,293	+24,293	new
417	CHOREO, LLC	$8.6M	24,002	+1,348	add
418	MOSELEY INVESTMENT MANAGEMENT INC	$8.6M	23,925	−31	trim
419	JANE STREET GROUP, LLC	$8.5M	23,824	−586,981	trim
420	GUGGENHEIM CAPITAL LLC	$8.5M	23,690	−9,348	trim
421	Shellback Capital, LP	$8.5M	23,652	+23,652	new
422	Summit Financial Wealth Advisors, LLC	$8.5M	23,632	+1,158	add
423	MMBG INVESTMENT ADVISORS CO.	$8.4M	23,567	0	no change
424	MIZUHO SECURITIES USA LLC	$8.4M	23,480	−4,801	trim
425	Osmosis Investment Management UK Ltd	$8.3M	23,142	−4,170	trim
426	FIRST MANHATTAN CO. LLC.	$8.3M	23,125	−2,951	trim
427	Advisors Asset Management, Inc.	$8.2M	22,897	−8,886	trim
428	Beacon Pointe Advisors, LLC	$8.0M	22,470	+6,717	add
429	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$8.0M	22,408	+139	add
430	PARSONS CAPITAL MANAGEMENT INC/RI	$8.0M	22,383	+8,676	add
431	WESPAC Advisors SoCal, LLC	$8.0M	22,347	+2,522	add
432	SEGALL BRYANT & HAMILL, LLC	$8.0M	22,328	+1,207	add
433	Reliant Investment Management, LLC	$8.0M	22,235	+105	add
434	Trifecta Capital Advisors, LLC	$7.9M	22,156	+396	add
435	HARTFORD INVESTMENT MANAGEMENT CO	$7.9M	22,125	−329	trim
436	Emerald Investment Advisers, LLC	$7.9M	22,108	—	no prior
437	Schonfeld Strategic Advisors LLC	$7.9M	22,086	+22,086	new
438	Cambridge Financial Group, Inc.	$7.9M	21,962	+842	add
439	SUMMITRY LLC	$7.9M	21,952	−168	trim
440	YHB Investment Advisors, Inc.	$7.8M	21,810	+1,293	add
441	BLI - Banque de Luxembourg Investments	$7.8M	24,715	+24,715	new
442	WEBSTER BANK, N. A.	$7.8M	21,755	+191	add
443	LEVEL FOUR ADVISORY SERVICES, LLC	$7.7M	21,514	−2,546	trim
444	B. Riley Wealth Advisors, Inc.	$7.6M	22,187	−8,399	trim
445	StrongBox Wealth, LLC	$7.6M	21,308	−1,249	trim
446	MONETA GROUP INVESTMENT ADVISORS LLC	$7.6M	21,272	+11,758	add
447	Marks Group Wealth Management, Inc	$7.6M	21,256	−2,815	trim
448	Brooklyn Investment Group	$7.5M	20,982	+4,522	add
449	Assenagon Asset Management S.A.	$7.5M	20,870	+149	add
450	Providence Capital Advisors, LLC	$7.4M	20,807	+215	add
451	Ayrshire Capital Management LLC	$7.4M	20,721	−29	trim
452	STRATEGY ASSET MANAGERS LLC	$7.4M	20,715	−91	trim
453	Strategic Advisors LLC	$7.4M	20,627	+1	add
454	Bleakley Financial Group, LLC	$7.4M	20,625	+374	add
455	HIGHLAND CAPITAL MANAGEMENT, LLC	$7.4M	20,599	−80	trim
456	Dana Investment Advisors, Inc.	$7.4M	20,585	−207	trim
457	NICOLET BANKSHARES INC	$7.3M	20,226	+20,226	new
458	Westerkirk Capital Inc.	$7.2M	20,200	0	no change
459	ELEVATION POINT WEALTH PARTNERS, LLC	$7.2M	20,039	+16,125	add
460	SFE Investment Counsel	$7.2M	20,009	+4,169	add
461	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$7.2M	20,000	+20,000	new
462	Kingsview Wealth Management, LLC	$7.1M	19,837	+63	add
463	Maryland State Retirement & Pension System	$7.1M	19,813	+265	add
464	GC Wealth Management RIA, LLC	$7.0M	19,580	+1,577	add
465	Bridgewater Associates, LP	$7.0M	19,541	+16,850	add
466	Eastover Investment Advisors LLC	$7.0M	19,442	+598	add
467	Callan Family Office, LLC	$6.9M	19,422	−1,839	trim
468	SAGESPRING WEALTH PARTNERS, LLC	$6.9M	19,418	−116	trim
469	Banque Cantonale Vaudoise	$6.9M	19,390	+514	add
470	Focus Partners Advisor Solutions, LLC	$6.9M	19,320	+150	add
471	Iowa State Bank	$6.9M	19,285	−26	trim
472	Consolidated Investment Group LLC	$6.9M	19,270	+2,885	add
473	Joseph Group Capital Management	$6.9M	19,232	+1,245	add
474	Ledyard National Bank	$6.8M	19,088	−2,169	trim
475	Apollon Wealth Management, LLC	$6.8M	18,940	+411	add
476	Smith Salley Wealth Management	$6.8M	18,904	+2,001	add
477	Vise Technologies, Inc.	$6.7M	21,178	0	no change
478	Capital Wealth Planning, LLC	$6.7M	18,798	+6,049	add
479	Silvant Capital Management LLC	$6.6M	18,562	+866	add
480	BRASADA CAPITAL MANAGEMENT, LP	$6.6M	18,289	+1,041	add
481	Larson Financial Group LLC	$6.6M	18,515	+1,073	add
482	Mystic Asset Management, Inc.	$6.6M	18,474	−364	trim
483	JAMES INVESTMENT RESEARCH, INC.	$6.6M	18,466	+1,579	add
484	AXXCESS WEALTH MANAGEMENT, LLC	$6.6M	18,396	−1,592	trim
485	Intesa Sanpaolo S.p.A.	$6.6M	18,384	+18,384	new
486	BENJAMIN EDWARDS INC	$6.6M	18,323	+2,273	add
487	SCHWARTZ INVESTMENT COUNSEL INC	$6.5M	18,256	−350	trim
488	Rice Partnership, LLC	$6.4M	18,003	−14,486	trim
489	Hudson Bay Capital Management LP	$6.4M	18,000	−2,000	trim
490	ROMANO BROTHERS AND COMPANY	$6.4M	17,917	+5	add
491	NOMURA HOLDINGS INC	$6.4M	17,789	−3,802	trim
492	Norinchukin Bank, The	$6.4M	17,767	−65	trim
493	First Washington CORP	$6.3M	17,527	−67	trim
494	INTECH INVESTMENT MANAGEMENT LLC	$6.3M	17,526	+453	add
495	TRUST CO OF TOLEDO NA /OH/	$6.2M	17,445	+162	add
496	Midwest Professional Planners, LTD.	$6.2M	17,365	−67	trim
497	KCM INVESTMENT ADVISORS LLC	$6.2M	17,277	−11	trim
498	ABN AMRO INVESTMENT SOLUTIONS	$6.1M	17,111	+17,111	new
499	Everest Financial Group LLC	$6.1M	17,035	—	no prior
500	EAGLE ROCK INVESTMENT COMPANY, LLC	$6.1M	17,020	+2,646	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ETN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $16K–$65K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Coatue Management, Gotham Asset Management, Bridgewater Associates $1.7B held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EATON CORP PLC

Merged timeline of congressional filings and notable-manager moves on ETN
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	Purchase	$15K–$50K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Coatue Management 13F	add	+27,275 sh
2026-05-15	Gotham Asset Management 13F	add	+6,905 sh
2026-05-15	Bridgewater Associates 13F	add	+16,850 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

34 members of Congress disclosed ETN — the congressional view ↗