ETHO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.0% ·
share flow -25.1% ·
net new positions -17.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 43.05K | +8.5% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 20.48K | +150.5% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Commonwealth Equity Services, Llc | 10.48K | -3.1% | $844,875 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Quantinno Capital Management LP | 7.04K | 0.0% | $567,091 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 6.08K | +29.8% | $490,028 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 5.20K | -4.7% | $419,081 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 5.09K | -2.6% | $409,962 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 4.19K | +0.1% | $338,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Blair William & Co/Il | 3.23K | +1.1% | $260,290 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Creative Planning | 2.93K | -29.9% | $236,187 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Franklin Resources Inc | 1.62K | 0.0% | $130,991 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 1.36K | -3.3% | $109,983 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 1.04K | 0.0% | $84,163 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 450 | 0.0% | $36,275 | 0.0% | Held | 4 | SEC ↗ ×2 |
| 15 | National Bank Of Canada /Fi/ | 400 | 0.0% | $32,252 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Assetmark, Inc | 9 | 0.0% | $725 | 0.0% | Held | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 0 | — | $24 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $3.00M | was 0.0% |
| Susquehanna International… | $479,327 | was 0.0% |
| UBS Group AG | $8,788 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.