Security record · archived quarter
ETHO
name pending profile ingest
21Tracked holders
0Δ holders
151.03KShares held
$9.98MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Citadel Advisors ✦ | 45.44K | +38.2% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 39.67K | +0.7% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 10.82K | +3.2% | $714,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 8.17K | -55.4% | $540,227 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Susquehanna International Group, Llp | 7.25K | -49.9% | $479,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Quantinno Capital Management LP | 7.04K | New | $464,856 | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 5.46K | +12.7% | $360,562 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 5.22K | -35.6% | $345,173 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 4.68K | +12.8% | $309,507 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Creative Planning | 4.18K | 0.0% | $276,006 | 0.0% | Held | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 4.18K | -0.1% | $276,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Blair William & Co/Il | 3.19K | +42.0% | $211,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Franklin Resources Inc | 1.62K | 0.0% | $107,376 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.41K | +16.2% | $93,150 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 1.04K | -72.2% | $68,990 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cwm, Llc | 641 | -42.3% | $42,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 450 | 0.0% | $29,735 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 18 | National Bank Of Canada /Fi/ | 400 | 0.0% | $26,416 | 0.0% | Held | 2 | SEC ↗ |
| 19 | UBS Group AG | 133 | +432.0% | $8,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 9 | 0.0% | $595 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 0 | -100.0% | $19 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Quantinno Capital Management… | $464,856 | 0.0% |
Exited
| Two Sigma Investments | $365,680 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 63 holders, 601.56K shares, $36.86M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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