ETHO — Institutional owners (13F)

63 filers · $44.4M total · As of June 30, 2026

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.

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
MORGAN STANLEY $36,275 450 0.08% Shares
NATIONAL BANK OF CANADA /FI/ $32,252 400 0.07% Shares
Smartleaf Asset Management LLC $30,797 386 0.07% Shares
Evelyn Partners Investment Management Services Ltd $23,788 360 0.05% Shares
Arax Advisory Partners $10,641 132 0.02% Shares
Newton One Investments LLC $4,461 55 0.01% Shares
NATURAL INVESTMENTS, LLC $3,546 43,995 0.01% Shares
Aptus Capital Advisors, LLC $806 10 0.00% Shares
ASSETMARK, INC $725 9 0.00% Shares
R. W. Roge & Company, Inc. $236 2,933 0.00% Shares
Cambridge Investment Research Advisors, Inc. $224 2,778 0.00% Shares
WELLS FARGO & COMPANY/MN $24 0 0.00% Shares
TSFG, LLC $16 201 0.00% Shares