Position in ETN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,288,628
+$34,179,060 QoQ
Shares Held
154,580
+133.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 78.44611204554276.ToString("F0")%
Shared 0.ToString("F0")%
None 21.553887954457238.ToString("F0")%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $367,051,712 across 46 Specialty Industrial Machinery names. ETN ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
324,420 | $69,542,671 | |
| 2 | ETN |
Eaton Corp plc
This page
|
154,580 | $55,288,628 | |
| 3 | GEV |
GE Vernova Inc.
|
50,478 | $44,062,246 | |
| 4 | EMR |
Emerson Electric Co
|
266,922 | $34,972,120 | |
| 5 | CMI |
Cummins Inc
|
59,739 | $32,140,776 | |
| 6 | ITW |
Illinois Tool Works Inc
|
56,911 | $14,813,364 | |
| 7 | ROK |
Rockwell Automation, Inc
|
37,285 | $13,380,840 | |
| 8 | PH |
Parker-Hannifin Corp
|
14,330 | $12,828,789 |
All Filings in ETN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,288,628 | 154,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,109,568 | 66,276 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,937,782 | 61,290 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $21,522,570 | 60,289 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $16,465,558 | 60,573 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,419,780 | 55,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,886,491 | 53,966 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,382,987 | 52,250 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,192,808 | 48,589 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,191,281 | 58,929 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,120,275 | 56,828 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,959,215 | 59,469 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $10,252,128 | 59,835 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,400,991 | 59,898 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,027,338 | 60,193 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $6,740,968 | 53,504 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $7,228,935 | 47,634 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $8,895,143 | 59,575 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,636,226 | 58,282 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,464,077 | 53,978 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,174,429 | 43,070 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,185,678 | 41,024 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,624,033 | 41,427 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,935,309 | 50,654 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||