Among active 13F managers last quarter, 6 opened and 7 added, while 10 reduced; the largest holder to move was Bailard, Inc. (+5.2%).
60 tracked 13F filers disclose a position in ETHO as of the latest SEC 13F filings, a combined $39.1M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bailard, Inc. | 70K | $5.7M | ▲+5.2% Added · +3K sh | Q2 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | 62K | $5.0M | ▲+23% Added · +12K sh | Q2 2026 | |
| 3 | WCG Wealth Advisors LLC | 62K | $4.1M | ▲+0.7% Added · +431 sh | Q1 2026 | |
| 4 | LPL Financial LLC | 40K | $2.6M | ▲+0.7% Added · +277 sh | Q1 2026 | |
| 5 | Modern Wealth Management, LLC | 38K | $3.1M | ▼−12% Reduced · −5K sh | Q2 2026 | |
| 6 | Stonehearth Capital Management, LLC | 22K | $1.8M | ▼−0.4% Reduced · −85 sh | Q2 2026 | |
| 7 | Walkner Condon Financial Advisors LLC | 14K | $1.1M | ▼−3.2% Reduced · −452 sh | Q2 2026 | |
| 8 | PFG Investments, LLC | 12K | $813K | ▲+9.8% Added · +1K sh | Q1 2026 | |
| 9 | Arnhold LLC | 12K | $936K | —Held | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 11K | $715K | ▲+3.2% Added · +337 sh | Q1 2026 | |
| 11 | Impact Investors, Inc | 10K | $806K | ▼−4.2% Reduced · −435 sh | Q2 2026 | |
| 12 | Evergreen Capital Management LLC | 9K | $731K | ▼−23% Reduced · −3K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 8K | $540K | ▼−55% Reduced · −10K sh | Q1 2026 | |
| 14 | Marks Group Wealth Management, Inc | 8K | $652K | —Held | Q2 2026 | |
| 15 | SGL Investment Advisors, Inc. | 8K | $635K | ▼−2.5% Reduced · −202 sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 7K | $479K | ▼−50% Reduced · −7K sh | Q1 2026 | |
| 17 | First Pacific Financial | 7K | $571K | ▼−16% Reduced · −1K sh | Q2 2026 | |
| 18 | Quantinno Capital Management LP | 7K | $465K | ▲New +7K sh | Q1 2026 | |
| 19 | FSM Wealth Advisors, LLC | 7K | $562K | ▼−6.3% Reduced · −472 sh | Q2 2026 | |
| 20 | Ethic Inc. | 7K | $546K | ▼−1.9% Reduced · −132 sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | 6K | $472K | ▼−5.3% Reduced · −329 sh | Q2 2026 | |
| 22 | Allegheny Financial Group | 6K | $466K | ▼−1.9% Reduced · −111 sh | Q2 2026 | |
| 23 | Enclave Advisors LLC | 6K | $460K | ▲+22% Added · +1K sh | Q2 2026 | |
| 24 | Creekside Partners | 6K | $448K | ▼−1.6% Reduced · −89 sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | 5K | $361K | ▲+13% Added · +615 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.
Last quarter, 6 funds opened a new position in ETHO and 7 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 32 funds | $17.7B |
| Microsoft CorpMSFT | 31 funds | $17.4B |
| Amazon.com IncAMZN | 31 funds | $13.6B |
| Alphabet Inc-CL AGOOGL | 30 funds | $12.8B |
| JPMorgan Chase & CoJPM | 30 funds | $5.5B |
| Cisco Systems IncCSCO | 30 funds | $5.1B |
| Nvidia CorpNVDA | 29 funds | $22.4B |
| Broadcom IncAVGO | 29 funds | $10.3B |
| Meta Platforms Inc-Class AMETA | 29 funds | $7.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 29 funds | $2.2B |
| ExxonMobil Holdings CorpXOM | 28 funds | $7.7B |
| Alphabet Inc-CL CGOOG | 28 funds | $6.8B |
Ranked by how many of ETHO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ETHO.
| Class | 13F holders | Value held |
|---|---|---|
| HACKmc | 375 funds | $593.8M |
| DIVOmc | 368 funds | $3.5B |
| BLOKmc | 243 funds | $401.3M |
| SILJmc | 212 funds | $952.5M |
| IDVOmc | 118 funds | $415.0M |
| MJmc | 112 funds | $12.4M |
| YYYcommon | 82 funds | $184.2M |
| IPAYmc | 69 funds | $38.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ETHO
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.