ETHO — Détenteurs institutionnels (13F)

63 déclarants · $44.4M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
BAILARD, INC. $5 651 406 70 108 12,74% Actions
WCG Wealth Advisors LLC $5 234 289 64 934 11,80% Actions
Envestnet Portfolio Solutions, Inc. $5 003 592 62 072 11,28% Actions
LPL Financial LLC $3 470 539 43 053 7,82% Actions
Modern Wealth Management, LLC $3 100 019 38 457 6,99% Actions
PFG Investments, LLC $2 336 788 28 989 5,27% Actions
Stonehearth Capital Management, LLC $1 777 639 22 052 4,01% Actions
OSAIC HOLDINGS, INC. $1 650 684 20 476 3,72% Actions
Walkner Condon Financial Advisors LLC $1 101 455 13 664 2,48% Actions
Arnhold LLC $935 882 11 610 2,11% Actions
COMMONWEALTH EQUITY SERVICES, LLC $844 875 10 481 1,90% Actions
Impact Investors, Inc $805 858 9 997 1,82% Actions
EVERGREEN CAPITAL MANAGEMENT LLC $730 653 9 064 1,65% Actions
Marks Group Wealth Management, Inc $652 135 8 090 1,47% Actions
SGL Investment Advisors, Inc. $635 251 7 710 1,43% Actions
First Pacific Financial $571 040 7 084 1,29% Actions
Quantinno Capital Management LP $567 091 7 035 1,28% Actions
FSM Wealth Advisors, LLC $561 721 6 968 1,27% Actions
Ethic Inc. $545 810 6 771 1,23% Actions
RAYMOND JAMES FINANCIAL INC $490 028 6 079 1,10% Actions
Sonoma Private Wealth LLC $487 287 6 045 1,10% Actions
Kestra Advisory Services, LLC $471 776 5 853 1,06% Actions
Allegheny Financial Group $465 578 5 775 1,05% Actions
Enclave Advisors LLC $459 719 5 703 1,04% Actions
Creekside Partners $447 858 5 556 1,01% Actions
Cetera Investment Advisers $419 081 5 199 0,94% Actions
ENVESTNET ASSET MANAGEMENT INC $409 962 5 086 0,92% Actions
Atria Investments, Inc $377 977 4 689 0,85% Actions
ROYAL BANK OF CANADA $338 000 4 188 0,76% Actions
WHITTIER TRUST CO $332 878 4 170 0,75% Actions
Financial Insights, Inc. $274 558 3 406 0,62% Actions
Ausdal Financial Partners, Inc. $270 468 3 355 0,61% Actions
BLAIR WILLIAM & CO/IL $260 290 3 229 0,59% Actions
Creative Planning $236 187 2 930 0,53% Actions
ORG Partners LLC $232 589 3 561 0,52% Actions
Lewis Asset Management, LLC $228 932 2 840 0,52% Actions
IFG Advisory, LLC $225 445 2 797 0,51% Actions
GGM Financial LLC $219 185 2 719 0,49% Actions
Mason & Associates Inc $209 586 2 600 0,47% Actions
Live Oak Investment Partners $206 926 2 567 0,47% Actions
Meramec Financial Planners, LLC $183 713 2 334 0,41% Actions
FRANKLIN RESOURCES INC $130 991 1 625 0,30% Actions
TFC Financial Management, Inc. $129 024 1 601 0,29% Actions
FMR LLC $109 983 1 364 0,25% Actions
4Thought Financial Group Inc. $97 724 1 212 0,22% Actions
Buck Wealth Strategies, LLC $85 688 1 063 0,19% Actions
Rockefeller Capital Management L.P. $84 163 1 044 0,19% Actions
Federation des caisses Desjardins du Quebec $76 176 945 0,17% Actions
CWM, LLC $42 356 641 0,10% Actions
Westside Investment Management, Inc. $40 305 500 0,09% Actions
MORGAN STANLEY $36 275 450 0,08% Actions
NATIONAL BANK OF CANADA /FI/ $32 252 400 0,07% Actions
Smartleaf Asset Management LLC $30 797 386 0,07% Actions
Evelyn Partners Investment Management Services Ltd $23 788 360 0,05% Actions
Arax Advisory Partners $10 641 132 0,02% Actions
Newton One Investments LLC $4 461 55 0,01% Actions
NATURAL INVESTMENTS, LLC $3 546 43 995 0,01% Actions
Aptus Capital Advisors, LLC $806 10 0,00% Actions
ASSETMARK, INC $725 9 0,00% Actions
R. W. Roge & Company, Inc. $236 2 933 0,00% Actions
Cambridge Investment Research Advisors, Inc. $224 2 778 0,00% Actions
WELLS FARGO & COMPANY/MN $24 0 0,00% Actions
TSFG, LLC $16 201 0,00% Actions