ETHO — 기관 투자자 (13F)

63개의 제출자 · $44.4M 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
BAILARD, INC. $5,651,406 70,108 12.74% 주식
WCG Wealth Advisors LLC $5,234,289 64,934 11.80% 주식
Envestnet Portfolio Solutions, Inc. $5,003,592 62,072 11.28% 주식
LPL Financial LLC $3,470,539 43,053 7.82% 주식
Modern Wealth Management, LLC $3,100,019 38,457 6.99% 주식
PFG Investments, LLC $2,336,788 28,989 5.27% 주식
Stonehearth Capital Management, LLC $1,777,639 22,052 4.01% 주식
OSAIC HOLDINGS, INC. $1,650,684 20,476 3.72% 주식
Walkner Condon Financial Advisors LLC $1,101,455 13,664 2.48% 주식
Arnhold LLC $935,882 11,610 2.11% 주식
COMMONWEALTH EQUITY SERVICES, LLC $844,875 10,481 1.90% 주식
Impact Investors, Inc $805,858 9,997 1.82% 주식
EVERGREEN CAPITAL MANAGEMENT LLC $730,653 9,064 1.65% 주식
Marks Group Wealth Management, Inc $652,135 8,090 1.47% 주식
SGL Investment Advisors, Inc. $635,251 7,710 1.43% 주식
First Pacific Financial $571,040 7,084 1.29% 주식
Quantinno Capital Management LP $567,091 7,035 1.28% 주식
FSM Wealth Advisors, LLC $561,721 6,968 1.27% 주식
Ethic Inc. $545,810 6,771 1.23% 주식
RAYMOND JAMES FINANCIAL INC $490,028 6,079 1.10% 주식
Sonoma Private Wealth LLC $487,287 6,045 1.10% 주식
Kestra Advisory Services, LLC $471,776 5,853 1.06% 주식
Allegheny Financial Group $465,578 5,775 1.05% 주식
Enclave Advisors LLC $459,719 5,703 1.04% 주식
Creekside Partners $447,858 5,556 1.01% 주식
Cetera Investment Advisers $419,081 5,199 0.94% 주식
ENVESTNET ASSET MANAGEMENT INC $409,962 5,086 0.92% 주식
Atria Investments, Inc $377,977 4,689 0.85% 주식
ROYAL BANK OF CANADA $338,000 4,188 0.76% 주식
WHITTIER TRUST CO $332,878 4,170 0.75% 주식
Financial Insights, Inc. $274,558 3,406 0.62% 주식
Ausdal Financial Partners, Inc. $270,468 3,355 0.61% 주식
BLAIR WILLIAM & CO/IL $260,290 3,229 0.59% 주식
Creative Planning $236,187 2,930 0.53% 주식
ORG Partners LLC $232,589 3,561 0.52% 주식
Lewis Asset Management, LLC $228,932 2,840 0.52% 주식
IFG Advisory, LLC $225,445 2,797 0.51% 주식
GGM Financial LLC $219,185 2,719 0.49% 주식
Mason & Associates Inc $209,586 2,600 0.47% 주식
Live Oak Investment Partners $206,926 2,567 0.47% 주식
Meramec Financial Planners, LLC $183,713 2,334 0.41% 주식
FRANKLIN RESOURCES INC $130,991 1,625 0.30% 주식
TFC Financial Management, Inc. $129,024 1,601 0.29% 주식
FMR LLC $109,983 1,364 0.25% 주식
4Thought Financial Group Inc. $97,724 1,212 0.22% 주식
Buck Wealth Strategies, LLC $85,688 1,063 0.19% 주식
Rockefeller Capital Management L.P. $84,163 1,044 0.19% 주식
Federation des caisses Desjardins du Quebec $76,176 945 0.17% 주식
CWM, LLC $42,356 641 0.10% 주식
Westside Investment Management, Inc. $40,305 500 0.09% 주식
MORGAN STANLEY $36,275 450 0.08% 주식
NATIONAL BANK OF CANADA /FI/ $32,252 400 0.07% 주식
Smartleaf Asset Management LLC $30,797 386 0.07% 주식
Evelyn Partners Investment Management Services Ltd $23,788 360 0.05% 주식
Arax Advisory Partners $10,641 132 0.02% 주식
Newton One Investments LLC $4,461 55 0.01% 주식
NATURAL INVESTMENTS, LLC $3,546 43,995 0.01% 주식
Aptus Capital Advisors, LLC $806 10 0.00% 주식
ASSETMARK, INC $725 9 0.00% 주식
R. W. Roge & Company, Inc. $236 2,933 0.00% 주식
Cambridge Investment Research Advisors, Inc. $224 2,778 0.00% 주식
WELLS FARGO & COMPANY/MN $24 0 0.00% 주식
TSFG, LLC $16 201 0.00% 주식