Position in ETN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$33,638,338
+$8,921,911 QoQ
Shares Held
78,941
+14.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#272
of 2,629 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $173,045,195 across 25 Specialty Industrial Machinery names. ETN ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32,593 | $38,292,211 | |
| 2 | ETN |
Eaton Corp plc
This page
|
78,941 | $33,638,338 | |
| 3 | PH |
Parker-Hannifin Corp
|
29,094 | $28,457,423 | |
| 4 | ITW |
Illinois Tool Works Inc
|
84,715 | $22,912,866 | |
| 5 | EMR |
Emerson Electric Co
|
142,732 | $20,432,085 | |
| 6 | XYL |
Xylem Inc.
|
73,869 | $8,732,054 | |
| 7 | DOV |
DOVER Corp
|
22,986 | $5,155,300 | |
| 8 | CMI |
Cummins Inc
|
5,379 | $3,836,356 |
All Filings in ETN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,638,338 | 78,941 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $24,716,427 | 69,104 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,647,532 | 67,965 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,250,281 | 62,125 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $13,032,990 | 36,508 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $9,353,126 | 34,408 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,446,784 | 37,505 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,376,632 | 37,342 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $11,141,058 | 35,532 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,414,432 | 33,307 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,700,344 | 36,128 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,083,668 | 33,213 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,508,872 | 37,339 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,130,828 | 41,618 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $7,054,274 | 44,946 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $6,273,921 | 47,045 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,862,471 | 205,274 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $31,384,423 | 206,803 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $31,918,446 | 213,773 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,576,039 | 219,841 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,930,014 | 216,445 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $26,461,315 | 220,254 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $27,654,007 | 271,038 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $23,732,536 | 271,291 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,401,471 | 262,601 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||