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Disclosery

ETHO AMPLIFY ETF TR

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ETHO CLI LEA ETF (fund)

59 managers (60 13F filers) reported a position in ETHO shares at 2024-09-30, 800,988 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
59
13F filers
60
New
6
Added
18
Reduced
14
Sold out
5
Shares held by filers
800,988

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC128,988$7.73M<0.01%-1,86813F-HRTimeline
BAILARD, INC.60,862$3.65M0.09%+12313F-HRTimeline
HARBOUR INVESTMENTS, INC.59,501$3.56M0.11%+3,00413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding44,524$2.67M-628Timeline
PFG Investments, LLC43,868$2.63M0.17%+3,79113F-HRTimeline
Financial Insights, Inc.42,936$2.57M0.81%+1,98113F-HRTimeline
Stonehearth Capital Management, LLC39,618$2.37M0.94%+28713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,660$2.32M0.01%+8,75113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,513$2.01M<0.01%+6,00513F-HRTimelineGroup
WCG Wealth Advisors LLC29,143$1.75M0.12%+15913F-HRTimeline
Cambridge Investment Research Advisors,…21,071$1.26M<0.01%+51413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,917$1.19M<0.01%-1,52513F-HRTimeline
Allegheny Financial Group18,734$1.12M0.28%+2,05413F-HRTimeline
First Pacific Financial18,521$1.11M0.26%new13F-HRTimeline
Cresset Asset Management, LLC17,283$1.04M<0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,830$709K0.02%+9013F-HRTimeline
Arnhold LLC11,610$696K0.07%013F-HRTimeline
Good Life Advisors, LLC10,517$630K0.04%-8613F-HRTimeline
Ethic Inc.10,028$587K0.01%+2,11613F-HRTimeline
Walkner Condon Financial Advisors LLC9,494$569K0.12%new13F-HRTimeline
Atria Wealth Solutions, Inc.9,030$541K0.01%013F-HRTimeline
Sonoma Private Wealth LLC8,580$514K0.8%-5,00313F-HRTimeline
Marks Group Wealth Management, Inc8,090$485K0.05%013F-HRTimeline
Creekside Partners8,030$481K0.25%-3713F-HRTimeline
Wealth Alliance Advisory Group, LLC7,200$431K0.09%013F-HRTimeline
SGL Investment Advisors, Inc.6,044$374K0.19%13F-HRTimeline
Creative Planningin group Creative Planning5,975$358K<0.01%013F-HRTimelineGroup
RAYMOND JAMES TRUST N.A.in group RAYMOND JAMES FINANCIAL INC5,478$328K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,459$327K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,952$297K<0.01%+20113F-HRTimeline
D.A. DAVIDSON & CO.4,858$291K<0.01%-23013F-HRTimeline
Berger Financial Group, Inc4,512$270K0.02%-7,72713F-HRTimeline
Atria Investments, Inc4,451$267K<0.01%-813F-HRTimeline
Private Advisor Group, LLC4,403$264K<0.01%new13F-HRTimeline
Enclave Advisors LLC4,375$262K0.04%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,346$260K<0.01%-7613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,283$257K<0.01%-96213F-HRTimelineGroup
Mechanics Bank Trust Department4,215$253K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,173$250K<0.01%+813F-HRTimelineGroup
ORG Partners LLC4,077$244K0.04%+213F-HRTimeline
WHITTIER TRUST CO3,742$224K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,766$166K0.01%+11913F-HRTimeline
Federation des caisses Desjardins du Qu…2,575$154K<0.01%-1,27013F-HRTimeline
NorthRock Partners, LLC1,640$98.3K<0.01%013F-HR/ATimeline
4Thought Financial Group Inc.1,454$87.1K0.05%-2513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,250$75.2K<0.01%013F-HR/ATimelineGroup
Global Retirement Partners, LLC1,218$73K<0.01%-14913F-HRTimeline
Robinswood Financial LLC696$41.7K0.02%013F-HRTimeline
Westside Investment Management, Inc.660$39.5K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC546$32.7K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/439$26.3K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200$12K<0.01%new13F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\200$12K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY195$11.7K<0.01%013F-HR/ATimelineGroup
Hanson & Doremus Investment Management130$8K<0.01%013F-HRTimeline
Arax Advisory Partners66$3.96K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC51$3.06K<0.01%+2713F-HRTimelineGroup
Aptus Capital Advisors, LLC10$599<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%013F-HRTimelineGroup