Position in ETN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,489,760
+$4,599,827 QoQ
Shares Held
96,429
+2.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.3712576092254405.ToString("F0")%
Shared 0.ToString("F0")%
None 99.62874239077456.ToString("F0")%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Allworth Financial LP holds $98,220,679 across 58 Specialty Industrial Machinery names. ETN ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
96,429 | $34,489,760 | |
| 2 | CMI |
Cummins Inc
|
31,785 | $17,100,965 | |
| 3 | GEV |
GE Vernova Inc.
|
16,338 | $14,261,440 | |
| 4 | PH |
Parker-Hannifin Corp
|
13,513 | $12,097,378 | |
| 5 | EMR |
Emerson Electric Co
|
27,061 | $3,545,532 | |
| 6 | NDSN |
Nordson Corp
|
11,378 | $3,027,230 | |
| 7 | OTIS |
Otis Worldwide Corp
|
35,987 | $2,773,877 | |
| 8 | ITW |
Illinois Tool Works Inc
|
7,559 | $1,967,532 |
All Filings in ETN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,489,760 | 96,429 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,889,933 | 93,843 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,075,124 | 67,001 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $24,294,597 | 68,054 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,689,880 | 65,077 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $20,606,803 | 62,093 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,348,141 | 58,376 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $18,539,897 | 59,129 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,004,327 | 3,212 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,543,896 | 6,411 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,382,267 | 6,481 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,234,753 | 6,140 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,182,246 | 6,900 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,299,075 | 8,277 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,307,328 | 9,803 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,149,532 | 9,124 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,516,082 | 9,990 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $1,525,052 | 10,214 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,227,374 | 8,283 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $962,290 | 6,959 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $32,197 | 268 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,877 | 38 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $23,007 | 263 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $2,952 | 38 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||