ETHO Institutional Ownership
Amplify Etho Climate Leadership U.S. ETF
1W: +0.9%
1M: +0.9%
3M: +1.5%
YTD: +22.8%
1Y: +26.7%
3Y: +65.9%
5Y: +36.6%
$81.05
+0.99 (+1.24%)
Weekly Expected Move ±1.5%
$79
$80
$81
$82
$84
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — ETHO
75
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
11
New Positions
15
Increased
29
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (81 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BAILARD, INC. | 70,108 | $6M | +3,456 | +5.2% | 9Q | SEC ↗ |
| 2 | WCG Wealth Advisors LLC | 64,934 | $5M | +3,311 | +5.4% | 9Q | SEC ↗ |
| 3 | Envestnet Portfolio Solutions, Inc. | 62,072 | $5M | +11,667 | +23.1% | 10Q | SEC ↗ |
| 4 | NATURAL INVESTMENTS, LLC | 43,995 | $4M | -1,287 | -2.8% | 3Q | SEC ↗ |
| 5 | LPL Financial LLC | 43,053 | $3M | +3,386 | +8.5% | 10Q | SEC ↗ |
| 6 | Modern Wealth Management, LLC | 38,457 | $3M | -5,480 | -12.5% | 5Q | SEC ↗ |
| 7 | PFG Investments, LLC | 28,989 | $2M | +16,680 | +135.5% | 10Q | SEC ↗ |
| 8 | Stonehearth Capital Management, LLC | 22,052 | $2M | -85 | -0.4% | 9Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 20,476 | $2M | +12,302 | +150.5% | 10Q | SEC ↗ |
| 10 | Walkner Condon Financial Advisors LLC | 13,664 | $1M | -452 | -3.2% | 8Q | SEC ↗ |
| 11 | Arnhold LLC | 11,610 | $941K | — | +0.0% | 10Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 10,481 | $849K | -337 | -3.1% | 10Q | SEC ↗ |
| 13 | Impact Investors, Inc | 9,997 | $810K | -435 | -4.2% | 5Q | SEC ↗ |
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | 9,064 | $735K | -2,775 | -23.4% | 10Q | SEC ↗ |
| 15 | Marks Group Wealth Management, Inc | 8,090 | $656K | — | +0.0% | 10Q | SEC ↗ |
| 16 | SGL Investment Advisors, Inc. | 7,710 | $625K | -202 | -2.6% | 8Q | SEC ↗ |
| 17 | First Pacific Financial | 7,084 | $574K | -1,395 | -16.5% | 8Q | SEC ↗ |
| 18 | Quantinno Capital Management LP | 7,035 | $570K | — | +0.0% | 2Q | SEC ↗ |
| 19 | FSM Wealth Advisors, LLC | 6,968 | $565K | -472 | -6.3% | 5Q | SEC ↗ |
| 20 | Ethic Inc. | 6,771 | $549K | -132 | -1.9% | 10Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 6,079 | $493K | +1,395 | +29.8% | 3Q | SEC ↗ |
| 22 | Sonoma Private Wealth LLC | 6,045 | $490K | — | +0.0% | 10Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 5,853 | $474K | -329 | -5.3% | 10Q | SEC ↗ |
| 24 | Allegheny Financial Group | 5,775 | $468K | -111 | -1.9% | 10Q | SEC ↗ |
| 25 | Enclave Advisors LLC | 5,703 | $462K | +1,025 | +21.9% | 8Q | SEC ↗ |
| 26 | Creekside Partners | 5,556 | $450K | -89 | -1.6% | 9Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 5,199 | $421K | -258 | -4.7% | 6Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 5,086 | $412K | -138 | -2.6% | 10Q | SEC ↗ |
| 29 | Atria Investments, Inc NEW | 4,689 | $380K | — | +0.0% | 1Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 4,188 | $339K | +3 | +0.1% | 10Q | SEC ↗ |
| 31 | WHITTIER TRUST CO | 4,170 | $338K | +428 | +11.4% | 10Q | SEC ↗ |
| 32 | Financial Insights, Inc. | 3,406 | $276K | -60 | -1.7% | 10Q | SEC ↗ |
| 33 | Ausdal Financial Partners, Inc. | 3,355 | $272K | — | +0.0% | 6Q | SEC ↗ |
| 34 | Westfuller Advisors, LLC | 3,264 | $265K | +1,237 | +61.0% | 2Q | SEC ↗ |
| 35 | BLAIR WILLIAM & CO/IL | 3,229 | $262K | +35 | +1.1% | 10Q | SEC ↗ |
| 36 | R. W. Roge & Company, Inc. NEW | 2,933 | $238K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Creative Planning | 2,930 | $237K | -1,247 | -29.9% | 10Q | SEC ↗ |
| 38 | Lewis Asset Management, LLC NEW | 2,840 | $230K | — | +0.0% | 1Q | SEC ↗ |
| 39 | IFG Advisory, LLC NEW | 2,797 | $227K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors NEW | 2,778 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 41 | GGM Financial LLC | 2,719 | $220K | +2,093 | +334.3% | 4Q | SEC ↗ |
| 42 | Mason & Associates Inc NEW | 2,600 | $211K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Live Oak Investment Partners NEW | 2,567 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Meramec Financial Planners, LLC | 2,334 | $189K | — | +0.0% | 3Q | SEC ↗ |
| 45 | FRANKLIN RESOURCES INC | 1,625 | $132K | — | +0.0% | 10Q | SEC ↗ |
| 46 | TFC Financial Management, Inc. | 1,601 | $130K | — | +0.0% | 6Q | SEC ↗ |
| 47 | Evelyn Partners Group Ltd NEW | 1,403 | $114K | — | +0.0% | 1Q | SEC ↗ |
| 48 | FMR LLC | 1,364 | $111K | -46 | -3.3% | 10Q | SEC ↗ |
| 49 | 4Thought Financial Group Inc. | 1,212 | $98K | -48 | -3.8% | 10Q | SEC ↗ |
| 50 | Buck Wealth Strategies, LLC NEW | 1,063 | $86K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Atria Investments, Inc | 4,689 | $380K |
| R. W. Roge & Company, Inc. | 2,933 | $238K |
| Lewis Asset Management, LLC | 2,840 | $230K |
| IFG Advisory, LLC | 2,797 | $227K |
| Cambridge Investment Research Advis | 2,778 | $225K |
| Mason & Associates Inc | 2,600 | $211K |
| Live Oak Investment Partners | 2,567 | $208K |
| Evelyn Partners Group Ltd | 1,403 | $114K |
| Buck Wealth Strategies, LLC | 1,063 | $86K |
| MERCER GLOBAL ADVISORS INC /ADV | 200 | $16K |
| VANGUARD ADVISERS INC | 100 | $8K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 45,444 | $4M |
| HARBOUR INVESTMENTS, INC. | 15,220 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,254 | $588K |
| Wealth Alliance Advisory Group, LLC | 7,200 | $584K |
| TWO SIGMA INVESTMENTS, LP | 5,600 | $454K |
| Orion Porfolio Solutions, LLC | 5,270 | $427K |
| Ascentis Independent Advisors | 3,561 | $289K |
| Thrivent Financial for Lutherans | 3,158 | $256K |
| MAI Capital Management | 1,010 | $82K |
| BALLAST ADVISORS LLC | 214 | $17K |
| UBS Group AG | 133 | $11K |
| FLAGSHIP WEALTH ADVISORS, LLC | 36 | $3K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 10 | $1K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PFG Investments, LLC | +16,680 | +135.5% | 28,989 |
| OSAIC HOLDINGS, INC. | +12,302 | +150.5% | 20,476 |
| Envestnet Portfolio Solutions, Inc. | +11,667 | +23.1% | 62,072 |
| BAILARD, INC. | +3,456 | +5.2% | 70,108 |
| LPL Financial LLC | +3,386 | +8.5% | 43,053 |
| WCG Wealth Advisors LLC | +3,311 | +5.4% | 64,934 |
| GGM Financial LLC | +2,093 | +334.3% | 2,719 |
| RAYMOND JAMES FINANCIAL INC | +1,395 | +29.8% | 6,079 |
| Westfuller Advisors, LLC | +1,237 | +61.0% | 3,264 |
| Enclave Advisors LLC | +1,025 | +21.9% | 5,703 |
| WHITTIER TRUST CO | +428 | +11.4% | 4,170 |
| Robinswood Financial LLC | +134 | +17.2% | 911 |
| Arax Advisory Partners | +66 | +100.0% | 132 |
| BLAIR WILLIAM & CO/IL | +35 | +1.1% | 3,229 |
| ROYAL BANK OF CANADA | +3 | +0.1% | 4,188 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Modern Wealth Management, LLC | -5,480 | -12.5% | 38,457 |
| EVERGREEN CAPITAL MANAGEMENT LLC | -2,775 | -23.4% | 9,064 |
| First Pacific Financial | -1,395 | -16.5% | 7,084 |
| NATURAL INVESTMENTS, LLC | -1,287 | -2.8% | 43,995 |
| Creative Planning | -1,247 | -29.9% | 2,930 |
| FSM Wealth Advisors, LLC | -472 | -6.3% | 6,968 |
| CWM, LLC | -470 | -42.3% | 641 |
| Walkner Condon Financial Advisors L | -452 | -3.2% | 13,664 |
| Impact Investors, Inc | -435 | -4.2% | 9,997 |
| COMMONWEALTH EQUITY SERVICES, LLC | -337 | -3.1% | 10,481 |
| Kestra Advisory Services, LLC | -329 | -5.3% | 5,853 |
| Cetera Investment Advisers | -258 | -4.7% | 5,199 |
| SGL Investment Advisors, Inc. | -202 | -2.6% | 7,710 |
| ENVESTNET ASSET MANAGEMENT INC | -138 | -2.6% | 5,086 |
| Ethic Inc. | -132 | -1.9% | 6,771 |
| Allegheny Financial Group | -111 | -1.9% | 5,775 |
| Creekside Partners | -89 | -1.6% | 5,556 |
| Stonehearth Capital Management, LLC | -85 | -0.4% | 22,052 |
| Financial Insights, Inc. | -60 | -1.7% | 3,406 |
| 4Thought Financial Group Inc. | -48 | -3.8% | 1,212 |