ETHO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $81.05
52W Range $79–$83

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$2.24Paid quarterly
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Dec 30, 2025$0.56USD—
Dec 30, 2024$0.15USD—
Sep 27, 2024$0.13USD—
Jun 27, 2024$0.14USD—
Dec 27, 2023$0.43USD—
Sep 20, 2023$0.15USD—
Jun 21, 2023$0.18USD—
Mar 22, 2023$0.10USD—
Dec 28, 2022$0.21USD—
Sep 21, 2022$0.12USD—
Jun 22, 2022$0.12USD—
Mar 23, 2022$0.09USD—
Dec 28, 2021$0.14USD—
Sep 21, 2021$0.12USD—
Jun 22, 2021$0.10USD—
Mar 23, 2021$0.07USD—
Dec 14, 2020$0.17USD—
Sep 15, 2020$0.07USD—
Jun 15, 2020$0.11USD—
Mar 17, 2020$0.05USD—

Institutional owners (13F) 63 filers · $44.4M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 63
Value held $44.4M
New positions 8
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (+1 vs prior Q) 9 (+4 vs prior Q) 13 (-5 vs prior Q) 20 (-1 vs prior Q) -3K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BAILARD, INC. $5,651,406 70,108 12.74% Shares
WCG Wealth Advisors LLC $5,234,289 64,934 11.80% Shares
Envestnet Portfolio Solutions, Inc. $5,003,592 62,072 11.28% Shares
LPL Financial LLC $3,470,539 43,053 7.82% Shares
Modern Wealth Management, LLC $3,100,019 38,457 6.99% Shares
PFG Investments, LLC $2,336,788 28,989 5.27% Shares
Stonehearth Capital Management, LLC $1,777,639 22,052 4.01% Shares
OSAIC HOLDINGS, INC. $1,650,684 20,476 3.72% Shares
Walkner Condon Financial Advisors LLC $1,101,455 13,664 2.48% Shares
Arnhold LLC $935,882 11,610 2.11% Shares
COMMONWEALTH EQUITY SERVICES, LLC $844,875 10,481 1.90% Shares
Impact Investors, Inc $805,858 9,997 1.82% Shares
EVERGREEN CAPITAL MANAGEMENT LLC $730,653 9,064 1.65% Shares
Marks Group Wealth Management, Inc $652,135 8,090 1.47% Shares
SGL Investment Advisors, Inc. $635,251 7,710 1.43% Shares
First Pacific Financial $571,040 7,084 1.29% Shares
Quantinno Capital Management LP $567,091 7,035 1.28% Shares
FSM Wealth Advisors, LLC $561,721 6,968 1.27% Shares
Ethic Inc. $545,810 6,771 1.23% Shares
RAYMOND JAMES FINANCIAL INC $490,028 6,079 1.10% Shares
Sonoma Private Wealth LLC $487,287 6,045 1.10% Shares
Kestra Advisory Services, LLC $471,776 5,853 1.06% Shares
Allegheny Financial Group $465,578 5,775 1.05% Shares
Enclave Advisors LLC $459,719 5,703 1.04% Shares
Creekside Partners $447,858 5,556 1.01% Shares
Cetera Investment Advisers $419,081 5,199 0.94% Shares
ENVESTNET ASSET MANAGEMENT INC $409,962 5,086 0.92% Shares
Atria Investments, Inc $377,977 4,689 0.85% Shares
ROYAL BANK OF CANADA $338,000 4,188 0.76% Shares
WHITTIER TRUST CO $332,878 4,170 0.75% Shares
Financial Insights, Inc. $274,558 3,406 0.62% Shares
Ausdal Financial Partners, Inc. $270,468 3,355 0.61% Shares
BLAIR WILLIAM & CO/IL $260,290 3,229 0.59% Shares
Creative Planning $236,187 2,930 0.53% Shares
ORG Partners LLC $232,589 3,561 0.52% Shares
Lewis Asset Management, LLC $228,932 2,840 0.52% Shares
IFG Advisory, LLC $225,445 2,797 0.51% Shares
GGM Financial LLC $219,185 2,719 0.49% Shares
Mason & Associates Inc $209,586 2,600 0.47% Shares
Live Oak Investment Partners $206,926 2,567 0.47% Shares
Meramec Financial Planners, LLC $183,713 2,334 0.41% Shares
FRANKLIN RESOURCES INC $130,991 1,625 0.30% Shares
TFC Financial Management, Inc. $129,024 1,601 0.29% Shares
FMR LLC $109,983 1,364 0.25% Shares
4Thought Financial Group Inc. $97,724 1,212 0.22% Shares
Buck Wealth Strategies, LLC $85,688 1,063 0.19% Shares
Rockefeller Capital Management L.P. $84,163 1,044 0.19% Shares
Federation des caisses Desjardins du Quebec $76,176 945 0.17% Shares
CWM, LLC $42,356 641 0.10% Shares
Westside Investment Management, Inc. $40,305 500 0.09% Shares

Show all 63 institutional owners →

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