Public record / Tickers / ETN

ETN — Eaton Corp plc

Both disclosure regimes on one name: who in Congress filed about ETN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
111
all PTR rows naming ETN
Members · 12m
10
10 buys · 9 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Richard L. Hanna · $100K–$250K

Sale · traded 2015-12-09 → filed 2016-01-15. Ranked over every ETN row by the provable lower bound, never a point estimate.

10 members · 10 buys / 9 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

25 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

42 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 42 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ETN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ETN
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-27 +14d$15K–$50K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-03Tim Walberg R–MI-5Purchase · JT (jointly owned)Traded 2025-02-07 LATE·481d$15K–$50K
2026-05-11John Boozman R–ARPurchase · JT (jointly owned)Traded 2025-09-12 LATE·241d$1K–$15Kamendment pending
2026-05-01Lizzie Fletcher D–TX-7Sale · partial (partial sale)Traded 04-08 +23d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 111 ↗

Members active in ETN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ETN in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-315$3.0K to $94.0K2
David J. Taylor R–OH-23−$13.0K to $29.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
John Boozman R–AR1$1.0K to $15.0K6
John W. Hickenlooper D–CO1$50.0K to $100K4
Kevin Hern R–OK-11−$50.0K to −$15.0K1

10 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Coatue Management 13Fadd+27,275 sh
2026-05-15Gotham Asset Management 13Fadd+6,905 sh
2026-05-15Bridgewater Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ETN for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$10.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$9.0B1
3JPMORGAN CHASE & CO$6.6B1
4STATE STREET CORP$6.1B1
5MORGAN STANLEY$4.7B1
6BANK OF AMERICA CORP /DE/$4.3B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$3.3B1
8GEODE CAPITAL MANAGEMENT, LLC$3.2B1
9FMR LLC$3.0B1
10WELLINGTON MANAGEMENT GROUP LLP$2.0B1
11RAYMOND JAMES FINANCIAL INC$2.0B1
12Janus Henderson Group Ltd.$1.8B1
13UBS Group AG$1.7B1
14MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.7B1
15COATUE MANAGEMENT LLC$1.7B1
16Nuveen, LLC$1.7B1
17NORTHERN TRUST CORP$1.6B1
18Invesco Ltd.$1.5B1
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.4B1
20Clearbridge Investments, LLC$1.1B1
21WELLS FARGO & COMPANY/MN$1.1B1
22ALLIANCEBERNSTEIN L.P.$1.1B1
23AMERIPRISE FINANCIAL INC$1.0B1
24Bank of New York Mellon Corp$954M1
25Legal & General Group Plc$842M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$839M1
27FIRST TRUST ADVISORS LP$822M1
28DEUTSCHE BANK AG\$798M1
29VANGUARD FIDUCIARY TRUST CO$782M1
30ROYAL BANK OF CANADA$776M1
31Amundi$637M1
32Neuberger Berman Group LLC$535M1
33ENVESTNET ASSET MANAGEMENT INC$532M1
34STIFEL FINANCIAL CORP$516M1
35Sumitomo Mitsui Trust Group, Inc.$473M1
36DIMENSIONAL FUND ADVISORS LP$451M1
37FRANKLIN RESOURCES INC$440M1
38MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$431M1
39Pictet Asset Management Holding SA$429M1
40VICTORY CAPITAL MANAGEMENT INC$426M1
41SCHRODER INVESTMENT MANAGEMENT GROUP$410M1
42Swiss National Bank$408M1
431832 Asset Management L.P.$381M1
44CIBC Bancorp USA Inc.$332M1
45Mitsubishi UFJ Asset Management Co., Ltd.$314M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$310M1
47Vanguard Global Advisers, LLC$303M1
48National Pension Service$299M1
49BARCLAYS PLC$289M1
50HSBC HOLDINGS PLC$279M1
51Swedbank AB$276M1
52LPL Financial LLC$263M1
53BAHL & GAYNOR INC$257M1
54TRUIST FINANCIAL CORP$247M1
55TD ASSET MANAGEMENT INC$245M1
56VANGUARD ASSET MANAGEMENT, Ltd$225M1
57BAILLIE GIFFORD & CO$221M1
58BNP Paribas Asset Management Holding S.A.$216M1
59CANADA PENSION PLAN INVESTMENT BOARD$216M1
60Guinness Asset Management LTD$214M1
61Aberdeen Group plc$213M1
62PRINCIPAL FINANCIAL GROUP INC$212M1
63Bank Julius Baer & Co. Ltd, Zurich$212M1
64LAZARD ASSET MANAGEMENT LLC$199M1
65VOYA INVESTMENT MANAGEMENT LLC$198M1
66Artisan Partners Limited Partnership$198M1
67NEW YORK STATE COMMON RETIREMENT FUND$188M1
68PUBLIC SECTOR PENSION INVESTMENT BOARD$188M1
69CONGRESS ASSET MANAGEMENT CO$180M1
70BANK OF MONTREAL /CAN/$177M1
71HighTower Advisors, LLC$176M1
72CITIGROUP INC$173M1
73FIFTH THIRD BANCORP$172M1
74Baird Financial Group, Inc.$167M1
75NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$164M1
76MACKENZIE FINANCIAL CORP$163M1
77Zurcher Kantonalbank (Zurich Cantonalbank)$163M1
78DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$162M1
79OMERS ADMINISTRATION Corp$157M1
80US BANCORP \DE\$156M1
81Tidal Investments LLC$155M1
82Allspring Global Investments Holdings, LLC$146M1
83Corient Private Wealth LLC$146M1
84Universal- Beteiligungs- und Servicegesellschaft mbH$141M1
85Mariner, LLC$136M1
86AQR CAPITAL MANAGEMENT LLC$133M1
87Man Group plc$132M1
88VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$130M1
89AMF Tjanstepension AB$129M1
90AVIVA PLC$128M1
91Haverford Trust Co$127M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$123M1
93Munro Partners$118M1
94AGF MANAGEMENT LTD$116M1
95ADAGE CAPITAL PARTNERS GP, L.L.C.$115M1
96CREDIT AGRICOLE S A$114M1
97AMERICAN CENTURY COMPANIES INC$110M1
98PFA Pension, Forsikringsaktieselskab$109M1
99KING LUTHER CAPITAL MANAGEMENT CORP$103M1
100OSAIC HOLDINGS, INC.$103M1
101Rockefeller Capital Management L.P.$102M1
102Groupe la Francaise$100M1
103Nan Shan Life Insurance Co., Ltd.$98.4M1
104WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$98.2M1
105SEI INVESTMENTS CO$96.8M1
106Korea Investment CORP$88.8M1
107Creative Planning$87.7M1
108CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$87.4M1
109Cetera Investment Advisers$87.3M1
110ONTARIO TEACHERS PENSION PLAN BOARD$84.4M1
111Quantinno Capital Management LP$84.3M1
112KEYBANK NATIONAL ASSOCIATION/OH$82.8M1
113HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$81.3M1
114HOMESTEAD ADVISERS CORP$81.0M1
115Fisher Asset Management, LLC$80.5M1
116CI INVESTMENTS INC.$79.9M1
117COMMONWEALTH EQUITY SERVICES, LLC$77.0M1
118DANSKE BANK A/S$76.9M1
119NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$75.3M1
120FIRST FINANCIAL BANKSHARES INC$75.1M1
121Midwest Trust Co$74.5M1
122STATE OF WISCONSIN INVESTMENT BOARD$74.4M1
123ROYAL LONDON ASSET MANAGEMENT LTD$74.3M1
124Migdal Insurance & Financial Holdings Ltd.$74.0M1
125Ensign Peak Advisors, Inc$73.5M1
126Covalis Capital LLP$72.7M1
127APG Asset Management N.V.$72.0M1
128KLP KAPITALFORVALTNING AS$71.9M1
129SATURNA CAPITAL CORP$71.9M1
130Federation des caisses Desjardins du Quebec$71.8M1
131Eurizon Capital SGR S.p.A.$70.9M1
132Mitsubishi UFJ Trust & Banking Corp$69.0M1
133Chevy Chase Trust Holdings, LLC$68.7M1
134Carnegie Investment Counsel$68.7M1
135Banque Transatlantique SA$67.9M1
136COMMERCE BANK$67.5M1
137Kestra Advisory Services, LLC$67.2M1
138DAVIS R M INC$65.7M1
139Ancora Advisors LLC$65.3M1
140NICHOLAS COMPANY, INC.$64.8M1
141Vanguard Investments Australia, Ltd.$64.7M1
142TD Waterhouse Canada Inc.$64.6M1
143EASTERN BANK$63.5M1
144Cerity Partners LLC$63.1M1
145J. Stern & Co. LLP$61.4M1
146BANQUE PICTET & CIE SA$60.9M1
147Asset Management One Co., Ltd.$60.3M1
148Focus Partners Wealth$59.6M1
149Bank Pictet & Cie (Europe) AG$59.4M1
150Steward Partners Investment Advisory, LLC$59.2M1
151Cartenna Capital, LP$59.0M1
152&PARTNERS$58.9M1
153Sequoia Financial Advisors, LLC$58.8M1
154Danica Pension, Livsforsikringsaktieselskab$58.6M1
155PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$58.4M1
156ARGENT CAPITAL MANAGEMENT LLC$58.3M1
157Americana Partners, LLC$57.0M1
158Interval Partners, LP$55.9M1
159Lansforsakringar Fondforvaltning AB (publ)$53.7M1
160MML INVESTORS SERVICES, LLC$52.6M1
161NewEdge Advisors, LLC$51.3M1
162MERCER GLOBAL ADVISORS INC /ADV$51.1M1
163Calamos Advisors LLC$50.7M1
164FACTORY MUTUAL INSURANCE CO$50.1M1
165Tredje AP-fonden$49.7M1
166D. E. Shaw & Co., Inc.$49.6M1
167Sterling Capital Management LLC$49.2M1
168FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$49.1M1
169NISA INVESTMENT ADVISORS, LLC$48.9M1
170DELTA ASSET MANAGEMENT LLC/TN$48.9M1
171CITIZENS FINANCIAL GROUP INC/RI$48.6M1
172NOMURA ASSET MANAGEMENT CO LTD$48.5M1
173FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$48.2M1
174State of New Jersey Common Pension Fund D$48.0M1
175NATIONAL BANK OF CANADA /FI/$47.6M1
176MAI Capital Management$46.6M1
177Connor, Clark & Lunn Investment Management Ltd.$46.4M1
178LANSDOWNE PARTNERS (UK) LLP$46.4M1
179Mirae Asset Global Investments Co., Ltd.$45.6M1
180DnB Asset Management AS$45.6M1
181GATEWAY INVESTMENT ADVISERS LLC$45.1M1
182PINNACLE ASSOCIATES LTD$44.5M1
183Allianz Asset Management GmbH$43.8M1
184Pinnacle Financial Partners, Inc.$42.9M1
185REGIONS FINANCIAL CORP$42.8M1
186CITADEL ADVISORS LLC$40.2M1
187UMB Bank, n.a.$40.1M1
188Gradient Investments LLC$39.5M1
189Lido Advisors, LLC$39.2M1
190Epoch Investment Partners, Inc.$38.9M1
191Port Capital LLC$38.4M1
192CIBC Asset Management Inc$38.3M1
193Arizona State Retirement System$38.1M1
194Czech National Bank$37.8M1
195ALTA CAPITAL MANAGEMENT LLC/$37.5M1
196Cumberland Partners Ltd$37.5M1
197Advisors Capital Management, LLC$37.2M1
198MEYER HANDELMAN CO$37.1M1
199STATE OF MICHIGAN RETIREMENT SYSTEM$36.3M1
200TRILLIUM ASSET MANAGEMENT, LLC$36.2M1
201Resona Asset Management Co.,Ltd.$36.2M1
202CLOUGH CAPITAL PARTNERS L P$35.9M1
203Sumitomo Mitsui DS Asset Management Company, Ltd$35.5M1
204O'SHAUGHNESSY ASSET MANAGEMENT, LLC$35.0M1
205Allworth Financial LP$34.5M1
206Daiwa Securities Group Inc.$34.0M1
207SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC$34.0M1
208Clearstead Advisors, LLC$33.2M1
209Sanctuary Advisors, LLC$32.9M1
210FLPUTNAM INVESTMENT MANAGEMENT CO$32.8M1
211LBP AM SA$32.7M1
212FOSTER DYKEMA CABOT & PARTNERS, LLC$32.7M1
213FEDERATED HERMES, INC.$32.5M1
214MetLife Investment Management, LLC$32.5M1
215MILLENNIUM MANAGEMENT LLC$32.4M1
216COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$32.4M1
217Zurich Insurance Group Ltd/FI$32.2M1
218Clean Energy Transition LLP$31.7M1
219KLINGENSTEIN FIELDS & CO LP$31.4M1
220TEACHER RETIREMENT SYSTEM OF TEXAS$31.1M1
221Granite Investment Partners, LLC$30.8M1
222KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$30.7M1
223Robeco Institutional Asset Management B.V.$30.6M1
224National Mutual Insurance Federation of Agricultural Cooperatives$30.2M1
225Retirement Systems of Alabama$29.5M1
226DAVIDSON INVESTMENT ADVISORS$29.4M1
227CWM, LLC$29.1M1
228QRG CAPITAL MANAGEMENT, INC.$29.1M1
229BLAIR WILLIAM & CO/IL$28.8M1
230Varma Mutual Pension Insurance Co$28.4M1
231ASSOCIATED BANC-CORP$27.9M1
232GODSEY & GIBB, INC$27.8M1
233EDMOND DE ROTHSCHILD HOLDING S.A.$27.8M1
234AVITY INVESTMENT MANAGEMENT INC.$27.6M1
235Willis Investment Counsel$27.6M1
236ARS Investment Partners, LLC$27.5M1
237Vanguard Personalized Indexing Management, LLC$27.2M1
238Woodline Partners LP$27.2M1
239M&T BANK CORP$27.2M1
240WESTWOOD HOLDINGS GROUP INC$26.9M1
241Troluce Capital Advisors LLC$26.8M1
242OPPENHEIMER & CO INC$26.7M1
243Pathstone Holdings, LLC$26.6M1
244Susquehanna Portfolio Strategies, LLC$26.5M1
245Atlantic Union Bankshares Corp$26.4M1
246Blue Chip Partners, LLC$26.1M1
247Empowered Funds, LLC$25.9M1
248Gotham Asset Management, LLC$25.9M1
249XPONANCE LLC$25.5M1
250DONALDSON CAPITAL MANAGEMENT, LLC$25.5M1
251UNITED CAPITAL FINANCIAL ADVISORS, LLC$24.7M1
252Bragg Financial Advisors, Inc$24.6M1
253Chicago Capital, LLC$23.9M1
254EXENCIAL WEALTH ADVISORS, LLC$23.7M1
255DAVENPORT & Co LLC$23.5M1
256Envestnet Portfolio Solutions, Inc.$23.5M1
257Fullerton Fund Management Co Ltd.$23.3M1
258MOODY LYNN LIEBERSON & WALKER, LLC$23.2M1
259Utah Retirement Systems$22.8M1
260USS Investment Management Ltd$22.5M1
261ADELL HARRIMAN & CARPENTER INC$22.2M1
262OPPENHEIMER ASSET MANAGEMENT INC.$22.2M1
263CCM INVESTMENT ADVISERS LLC$21.7M1
264BECKER CAPITAL MANAGEMENT INC$21.6M1
265Suncoast Equity Management$21.6M1
266SCOPUS ASSET MANAGEMENT, L.P.$21.3M1
267Defiance ETFs, LLC$21.2M1
268GRIMES & Co WEALTH MANAGEMENT, LLC$21.1M1
269STEPHENS INC /AR/$21.1M1
270Wealthfront Advisers LLC$20.7M1
271ProShare Advisors LLC$20.7M1
272Vontobel Holding Ltd.$20.7M1
273BEACON INVESTMENT ADVISORY SERVICES, INC.$20.6M1
274SUSQUEHANNA INTERNATIONAL GROUP, LLP$20.6M1
275BAILARD, INC.$20.5M1
276RWA WEALTH PARTNERS, LLC$20.2M1
277NEOS Investment Management LLC$19.9M1
278PITTENGER & ANDERSON INC$19.8M1
279SCOTIA CAPITAL INC.$19.7M1
280Van Hulzen Asset Management, LLC$19.5M1
281Moran Wealth Management, LLC$19.5M1
282FIRST CITIZENS BANK & TRUST CO$19.3M1
283BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$19.1M1
284First Nebraska Trust Co$18.8M1
285FIRST NATIONAL BANK OF OMAHA$18.7M1
286BEESE FULMER INVESTMENT MANAGEMENT, INC.$18.5M1
287MGO ONE SEVEN LLC$18.5M1
288CONNORS INVESTOR SERVICES INC$18.3M1
289Private Advisor Group, LLC$18.1M1
290CIBC WORLD MARKET INC.$17.9M1
291Goelzer Investment Management, Inc.$17.8M1
292Cornerstone Advisors, LLC$17.8M1
293Regents Gate Capital LLP$17.4M1
294ASSETMARK, INC$17.4M1
295LOWE BROCKENBROUGH & CO INC$17.4M1
296ASR Vermogensbeheer N.V.$17.3M1
297Moors & Cabot, Inc.$17.3M1
298World Investment Advisors$17.3M1
299FRANKLIN STREET ADVISORS INC /NC$17.2M1
300BOURGEON CAPITAL MANAGEMENT LLC$16.9M1
301Ethic Inc.$16.4M1
302Alley Investment Management Company, LLC$16.4M1
303Badgley Phelps Wealth Managers, LLC$16.1M1
304OREGON PUBLIC EMPLOYEES RETIREMENT FUND$15.9M1
305MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.7M1
306Vantage Investment Partners, LLC$15.5M1
307BRADLEY FOSTER & SARGENT INC/CT$15.5M1
308MACQUARIE GROUP LTD$15.0M1
309IMC-Chicago, LLC$15.0M1
310Stratos Wealth Partners, LTD.$14.9M1
311BROWN ADVISORY INC$14.8M1
312Running Oak Capital LLC$14.7M1
313Atria Investments, Inc$14.7M1
314Vinva Investment Management Ltd$14.7M1
315IFM Investors Pty Ltd$14.6M1
316FORBES J M & CO LLP$14.5M1
317Oasis Advisors, LLC$14.5M1
318Generate Investment Management Ltd$14.4M1
319Nordwand Advisors, LLC$14.4M1
320Aptus Capital Advisors, LLC$14.4M1
321Concurrent Investment Advisors, LLC$14.3M1
322PALISADE CAPITAL MANAGEMENT, LP$14.3M1
323Snowden Capital Advisors LLC$14.2M1
324EagleClaw Capital Managment, LLC$14.1M1
325Orion Porfolio Solutions, LLC$14.0M1
326YOUSIF CAPITAL MANAGEMENT, LLC$13.8M1
327Waverly Advisors, LLC$13.6M1
328Aware Super Pty Ltd as trustee of Aware Super$13.6M1
329TOWER BRIDGE ADVISORS$13.5M1
330Raub Brock Capital Management LP$13.5M1
331MCDONALD PARTNERS LLC$13.5M1
332Brookstone Capital Management$13.5M1
333River Wealth Advisors LLC$13.3M1
334TWO SIGMA INVESTMENTS, LP$13.3M1
335Two Point Capital Management, Inc.$13.2M1
336MidFirst Bank$13.1M1
337Merit Financial Group, LLC$13.1M1
338Eliot Finkel Investment Counsel, LLC$13.1M1
339Vident Advisory, LLC$13.0M1
340Andra AP-fonden$13.0M1
341DAYMARK WEALTH PARTNERS, LLC$13.0M1
342ABN AMRO Bank N.V.$12.9M1
343EP Wealth Advisors, LLC$12.9M1
344one8zero8, LLC$12.8M1
345HM PAYSON & CO$12.7M1
346Northwest & Ethical Investments L.P.$12.6M1
347Elo Mutual Pension Insurance Co$12.4M1
348Prospera Financial Services Inc$12.3M1
349Baker Avenue Asset Management, LP$12.0M1
350SALEM INVESTMENT COUNSELORS INC$11.9M1
351United Asset Strategies, Inc.$11.8M1
352Clear Trail Advisors, LLC$11.7M1
353Cornerstone Wealth Group, LLC$11.6M1
354MOTCO$11.5M1
355Pegasus Asset Management, Inc.$11.4M1
356F/m Investments LLC$11.4M1
357SPRING CAPITAL MANAGEMENT, LLC$11.4M1
358Vestmark Advisory Solutions, Inc.$11.4M1
359Annex Advisory Services, LLC$11.3M1
360MANAGED ASSET PORTFOLIOS, LLC$11.3M1
361Generali Asset Management SPA SGR$11.3M1
362Haverford Financial Services, Inc.$11.3M1
363Calamos Wealth Management LLC$11.1M1
364SIRIOS CAPITAL MANAGEMENT L P$11.1M1
365Lombard Odier Asset Management (Europe) Ltd$11.1M1
366Teamwork Financial Advisors, LLC$11.1M1
367LMCG INVESTMENTS, LLC$11.0M1
368ALERUS FINANCIAL NA$11.0M1
369L & S Advisors Inc$10.8M1
370HB Wealth Management, LLC$10.7M1
371FIDUCIARY TRUST CO$10.6M1
372Investment Management Corp of Ontario$10.6M1
373Community Financial Services Group, LLC$10.5M1
374Hamilton Point Investment Advisors, LLC$10.5M1
375D.A. DAVIDSON & CO.$10.4M1
376CARRET ASSET MANAGEMENT, LLC$10.3M1
377Cornerstone Capital, Inc.$10.1M1
378Greenfield Seitz Capital Management, LLC$10.1M1
379SMA Capital LLC$10.1M1
380Empire Life Investments Inc.$10.0M1
381HARRELL INVESTMENT PARTNERS, LLC$9.9M1
382OpenArc Corporate Advisory, LLC$9.9M1
383SummitTX Capital, L.P.$9.8M1
384Oak Harvest Investment Services$9.7M1
385SVB WEALTH LLC$9.7M1
386AE Wealth Management LLC$9.6M1
387Glenview Trust Co$9.5M1
388MIDDLETON & CO INC/MA$9.5M1
389Citizens National Bank Trust Department$9.5M1
390NORTHSTAR ASSET MANAGEMENT INC$9.4M1
391Parcion Private Wealth LLC$9.4M1
392Cyndeo Wealth Partners, LLC$9.4M1
393DNCA FINANCE$9.4M1
394NIXON PEABODY TRUST CO$9.4M1
395Rafferty Asset Management, LLC$9.3M1
396BRIDGES INVESTMENT MANAGEMENT INC$9.3M1
397Westhampton Capital, LLC$9.3M1
398BOOTHBAY FUND MANAGEMENT, LLC$9.3M1
399Equitable Holdings, Inc.$9.3M1
400Freestone Capital Holdings, LLC$9.2M1
401BTC Capital Management, Inc.$9.2M1
402Callahan Advisors, LLC$9.2M1
403Laird Norton Wetherby Trust Company, LLC$9.2M1
404Ashton Thomas Private Wealth, LLC$9.2M1
405NewEdge Wealth, LLC$9.1M1
406Meridian Wealth Advisors, LLC$9.0M1
407Evelyn Partners Investment Management LLP$9.0M1
408EFG International AG$9.0M1
409Foster Victor Wealth Advisors, LLC$8.9M1
410Cresset Asset Management, LLC$8.9M1
411BOYD WATTERSON ASSET MANAGEMENT LLC/OH$8.9M1
412Jain Global LLC$8.8M1
413ATALANTA SOSNOFF CAPITAL, LLC$8.7M1
414Concord Investment Counsel Inc.$8.7M1
415IQ EQ FUND MANAGEMENT (IRELAND) Ltd$8.7M1
416Taikang Asset Management (Hong Kong) Co Ltd$8.7M1
417CHOREO, LLC$8.6M1
418MOSELEY INVESTMENT MANAGEMENT INC$8.6M1
419JANE STREET GROUP, LLC$8.5M1
420GUGGENHEIM CAPITAL LLC$8.5M1
421Shellback Capital, LP$8.5M1
422Summit Financial Wealth Advisors, LLC$8.5M1
423MMBG INVESTMENT ADVISORS CO.$8.4M1
424MIZUHO SECURITIES USA LLC$8.4M1
425Osmosis Investment Management UK Ltd$8.3M1
426FIRST MANHATTAN CO. LLC.$8.3M1
427Advisors Asset Management, Inc.$8.2M1
428Beacon Pointe Advisors, LLC$8.0M1
429Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$8.0M1
430PARSONS CAPITAL MANAGEMENT INC/RI$8.0M1
431WESPAC Advisors SoCal, LLC$8.0M1
432SEGALL BRYANT & HAMILL, LLC$8.0M1
433Reliant Investment Management, LLC$8.0M1
434Trifecta Capital Advisors, LLC$7.9M1
435HARTFORD INVESTMENT MANAGEMENT CO$7.9M1
436Emerald Investment Advisers, LLC$7.9M1
437Schonfeld Strategic Advisors LLC$7.9M1
438Cambridge Financial Group, Inc.$7.9M1
439SUMMITRY LLC$7.9M1
440YHB Investment Advisors, Inc.$7.8M1
441BLI - Banque de Luxembourg Investments$7.8M1
442WEBSTER BANK, N. A.$7.8M1
443LEVEL FOUR ADVISORY SERVICES, LLC$7.7M1
444B. Riley Wealth Advisors, Inc.$7.6M1
445StrongBox Wealth, LLC$7.6M1
446MONETA GROUP INVESTMENT ADVISORS LLC$7.6M1
447Marks Group Wealth Management, Inc$7.6M1
448Brooklyn Investment Group$7.5M1
449Assenagon Asset Management S.A.$7.5M1
450Providence Capital Advisors, LLC$7.4M1
451Ayrshire Capital Management LLC$7.4M1
452STRATEGY ASSET MANAGERS LLC$7.4M1
453Strategic Advisors LLC$7.4M1
454Bleakley Financial Group, LLC$7.4M1
455HIGHLAND CAPITAL MANAGEMENT, LLC$7.4M1
456Dana Investment Advisors, Inc.$7.4M1
457NICOLET BANKSHARES INC$7.3M1
458Westerkirk Capital Inc.$7.2M1
459ELEVATION POINT WEALTH PARTNERS, LLC$7.2M1
460SFE Investment Counsel$7.2M1
461CAPITOLIS LIQUID GLOBAL MARKETS LLC$7.2M1
462Kingsview Wealth Management, LLC$7.1M1
463Maryland State Retirement & Pension System$7.1M1
464GC Wealth Management RIA, LLC$7.0M1
465Bridgewater Associates, LP$7.0M1
466Eastover Investment Advisors LLC$7.0M1
467Callan Family Office, LLC$6.9M1
468SAGESPRING WEALTH PARTNERS, LLC$6.9M1
469Banque Cantonale Vaudoise$6.9M1
470Focus Partners Advisor Solutions, LLC$6.9M1
471Iowa State Bank$6.9M1
472Consolidated Investment Group LLC$6.9M1
473Joseph Group Capital Management$6.9M1
474Ledyard National Bank$6.8M1
475Apollon Wealth Management, LLC$6.8M1
476Smith Salley Wealth Management$6.8M1
477Vise Technologies, Inc.$6.7M1
478Capital Wealth Planning, LLC$6.7M1
479Silvant Capital Management LLC$6.6M1
480BRASADA CAPITAL MANAGEMENT, LP$6.6M1
481Larson Financial Group LLC$6.6M1
482Mystic Asset Management, Inc.$6.6M1
483JAMES INVESTMENT RESEARCH, INC.$6.6M1
484AXXCESS WEALTH MANAGEMENT, LLC$6.6M1
485Intesa Sanpaolo S.p.A.$6.6M1
486BENJAMIN EDWARDS INC$6.6M1
487SCHWARTZ INVESTMENT COUNSEL INC$6.5M1
488Rice Partnership, LLC$6.4M1
489Hudson Bay Capital Management LP$6.4M1
490ROMANO BROTHERS AND COMPANY$6.4M1
491NOMURA HOLDINGS INC$6.4M1
492Norinchukin Bank, The$6.4M1
493First Washington CORP$6.3M1
494INTECH INVESTMENT MANAGEMENT LLC$6.3M1
495TRUST CO OF TOLEDO NA /OH/$6.2M1
496Midwest Professional Planners, LTD.$6.2M1
497KCM INVESTMENT ADVISORS LLC$6.2M1
498ABN AMRO INVESTMENT SOLUTIONS$6.1M1
499Everest Financial Group LLC$6.1M1
500EAGLE ROCK INVESTMENT COMPANY, LLC$6.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)10 buy / 9 sell
Congress net ($ bound)−$97.0K to $247K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ETN

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ETN
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for ETN · financials and macro

Financials — as filed PLANNED

ETN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ETN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing