| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAILARD, INC. | $4.4M | 67K | ▲+3.7% Added · +2K sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $5.0M | 62K | ▲+23% Added · +12K sh | Q2 2026 | |
| 3 | WCG Wealth Advisors LLC | $4.1M | 62K | ▲+0.7% Added · +431 sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $3.0M | 45K | ▲+38% Added · +13K sh | Q1 2026 | |
| 5 | Modern Wealth Management, LLC | $2.9M | 44K | ▼−8.6% Reduced · −4K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $2.6M | 40K | ▲+0.7% Added · +277 sh | Q1 2026 | |
| 7 | Stonehearth Capital Management, LLC | $1.8M | 22K | ▼−0.4% Reduced · −85 sh | Q2 2026 | |
| 8 | PFG Investments, LLC | $813K | 12K | ▲+9.8% Added · +1K sh | Q1 2026 | |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $782K | 12K | ▲+0.4% Added · +45 sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $715K | 11K | ▲+3.2% Added · +337 sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $540K | 8K | ▼−55% Reduced · −10K sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $479K | 7K | ▼−50% Reduced · −7K sh | Q1 2026 | |
| 13 | First Pacific Financial | $571K | 7K | ▼−16% Reduced · −1K sh | Q2 2026 | |
| 14 | Quantinno Capital Management LP | $465K | 7K | ▲New +7K sh | Q1 2026 | |
| 15 | FSM Wealth Advisors, LLC | $562K | 7K | ▼−6.3% Reduced · −472 sh | Q2 2026 | |
| 16 | Ethic Inc. | $456K | 7K | ▼−2.9% Reduced · −204 sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $409K | 6K | ▲+26% Added · +1K sh | Q1 2026 | |
| 18 | Enclave Advisors LLC | $460K | 6K | ▲+22% Added · +1K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $361K | 5K | ▲+13% Added · +615 sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $345K | 5K | ▼−36% Reduced · −3K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $310K | 5K | ▲+13% Added · +533 sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $276K | 4K | ▼−0.1% Reduced · −3 sh | Q1 2026 | |
| 23 | Creative Planning | $276K | 4K | —Held | Q1 2026 | |
| 24 | WHITTIER TRUST CO | $252K | 4K | —Held | Q1 2026 | |
| 25 | Financial Insights, Inc. | $229K | 3K | ▼−0.6% Reduced · −20 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $10.9B |
| APPLE INCAAPL | 19 funds | $10.2B |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $8.5B |
| MICROSOFT CORPMSFT | 19 funds | $8.3B |
| AMAZON.COM INCAMZN | 19 funds | $7.1B |
| ALPHABET INC-CL AGOOGL | 19 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 19 funds | $4.4B |
| BROADCOM INCAVGO | 19 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 19 funds | $3.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 19 funds | $2.4B |
Ranked by how many of ETHO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ETHO/capital-change-brief"
Use Arkolith's capital_change_brief for ETHO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ETHO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.