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Disclosery

ETHO AMPLIFY ETF TR

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ETHO CLI LEA ETF (fund)

64 managers (65 13F filers) reported a position in ETHO shares at 2024-12-31, 827,249 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
64
13F filers
65
New
5
Added
21
Reduced
19
Sold out
4
Shares held by filers
827,249

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC124,704$7.45M<0.01%-4,28413F-HRTimeline
BAILARD, INC.63,086$3.77M0.1%+2,22413F-HRTimeline
HARBOUR INVESTMENTS, INC.59,990$3.58M0.1%+48913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding47,396$2.83M+2,872Timeline
Financial Insights, Inc.43,996$2.63M0.98%+1,06013F-HRTimeline
PFG Investments, LLC43,269$2.58M0.16%-59913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,008$2.45M0.01%+2,34813F-HR/ATimelineGroup
Stonehearth Capital Management, LLC38,159$2.28M0.91%-1,45913F-HRTimeline
NATURAL INVESTMENTS, LLC36,527$2.18M0.6%13F-HRTimeline
First Pacific Financial30,830$1.84M0.43%+12,30913F-HRTimeline
WCG Wealth Advisors LLC29,885$1.78M0.12%+74213F-HRTimeline
Cambridge Investment Research Advisors,…21,778$1.3M<0.01%+70713F-HRTimeline
Allegheny Financial Group19,440$1.16M0.3%+70613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,776$1.12M<0.01%-1,14113F-HRTimeline
Cresset Asset Management, LLC17,283$1.03M<0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,796$705K0.02%-3413F-HRTimeline
Arnhold LLC11,610$694K0.07%013F-HRTimeline
Walkner Condon Financial Advisors LLC11,419$682K0.14%+1,92513F-HRTimeline
Good Life Advisors, LLC10,542$630K0.05%+2513F-HRTimeline
Impact Investors, Inc9,244$552K0.43%13F-HRTimeline
Atria Wealth Solutions, Inc.9,030$539K0.01%013F-HRTimeline
Sonoma Private Wealth LLC8,815$527K0.85%+23513F-HRTimeline
Marks Group Wealth Management, Inc8,090$483K0.05%013F-HRTimeline
Creekside Partners8,048$481K0.25%+1813F-HRTimeline
Ethic Inc.7,718$461K0.01%-2,31013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,414$443K<0.01%13F-HR/ATimelineGroup
Wealth Alliance Advisory Group, LLC7,200$430K0.09%013F-HRTimeline
SGL Investment Advisors, Inc.6,090$370K0.19%+4613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,077$363K<0.01%+1,79413F-HRTimelineGroup
Creative Planningin group Creative Planning5,657$338K<0.01%-31813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,961$296K<0.01%+913F-HRTimeline
D.A. DAVIDSON & CO.4,833$289K<0.01%-2513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,588$274K<0.01%+41513F-HRTimelineGroup
Enclave Advisors LLC4,375$261K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,317$258K<0.01%-29,19613F-HRTimelineGroup
ORG Partners LLC4,059$243K0.03%-1813F-HRTimeline
Mechanics Bank Trust Department4,040$241K0.03%-17513F-HRTimeline
Berger Financial Group, Inc4,023$240K0.02%-48913F-HRTimeline
WHITTIER TRUST CO3,742$224K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,457$207K<0.01%-88913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,718$168K0.01%-4813F-HRTimeline
UBS Group AGin group UBS Group AG2,155$129K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,895$113K<0.01%-68013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,795$107K<0.01%+54513F-HRTimelineGroup
NorthRock Partners, LLC1,640$98K<0.01%013F-HR/ATimeline
Global Retirement Partners, LLC1,588$94.9K<0.01%+37013F-HRTimeline
FMR LLCin group FMR LLC1,426$85.2K<0.01%+1,37513F-HRTimelineGroup
4Thought Financial Group Inc.1,381$82.5K0.05%-7313F-HRTimeline
TSFG, LLC1,200$72K0.01%new13F-HRTimeline
MAI Capital Management1,002$59.9K<0.01%new13F-HRTimeline
Robinswood Financial LLC696$41.6K0.02%013F-HRTimeline
Westside Investment Management, Inc.660$39.4K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$23.9K<0.01%-3913F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd360$21.5K<0.01%13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC233$13.9K<0.01%-31313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\200$11.9K<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
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…105$6.27K<0.01%new13F-HRTimelineGroup
Newton One Investments LLC86$5.12K<0.01%new13F-HRTimeline
Arax Advisory Partners66$3.94K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC36$2.15K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC10$597<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$23<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.