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Disclosery

ETHO AMPLIFY ETF TR

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ETHO CLI LEA ETF (fund)

63 managers (64 13F filers) reported a position in ETHO shares at 2025-03-31, 696,029 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
63
13F filers
64
New
8
Added
13
Reduced
26
Sold out
8
Shares held by filers
696,029

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BAILARD, INC.63,946$3.52M0.09%+86013F-HRTimeline
LPL Financial LLC63,389$3.49M<0.01%-61,31513F-HRTimeline
HARBOUR INVESTMENTS, INC.57,711$3.17M0.09%-2,27913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding48,466$2.67M+1,070Timeline
Financial Insights, Inc.42,888$2.36M0.94%-1,10813F-HRTimeline
NATURAL INVESTMENTS, LLC38,415$2.11M0.6%+1,88813F-HRTimeline
WCG Wealth Advisors LLC28,006$1.54M0.12%-1,87913F-HR/ATimeline
First Pacific Financial27,769$1.53M0.31%-3,06113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,285$1.39M<0.01%-15,72313F-HRTimelineGroup
Stonehearth Capital Management, LLC23,603$1.3M0.54%-14,55613F-HRTimeline
PFG Investments, LLC21,966$1.21M0.08%-21,30313F-HRTimeline
Allegheny Financial Group19,772$1.09M0.28%+33213F-HRTimeline
Cresset Asset Management, LLC17,832$981K<0.01%+54913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,829$815K<0.01%-3,94713F-HRTimeline
CWM, LLCin group CWM, LLC14,552$800K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,256$784K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC12,031$662K0.02%+23513F-HRTimeline
Walkner Condon Financial Advisors LLC11,803$649K0.13%+38413F-HRTimeline
Arnhold LLC11,610$638K0.06%013F-HRTimeline
UBS Group AGin group UBS Group AG11,066$609K<0.01%+8,91113F-HRTimelineGroup
Sonoma Private Wealth LLC9,062$498K0.69%+24713F-HRTimeline
Marks Group Wealth Management, Inc8,090$445K0.04%013F-HRTimeline
Cambridge Investment Research Advisors,…7,609$418K<0.01%-14,16913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,487$412K<0.01%+7313F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC7,200$396K0.08%013F-HRTimeline
Ethic Inc.7,153$393K0.01%-56513F-HRTimeline
SGL Investment Advisors, Inc.6,550$362K0.19%+46013F-HRTimeline
Creekside Partners6,342$349K0.18%-1,70613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,116$281K<0.01%-96113F-HRTimelineGroup
Atria Investments, Inc4,824$265K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.4,817$265K<0.01%-1613F-HRTimeline
FLOW TRADERS U.S. LLC4,730$260K0.01%new13F-HRTimeline
Enclave Advisors LLC4,375$241K0.04%013F-HRTimeline
Creative Planningin group Creative Planning4,177$230K<0.01%-1,48013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,159$228K<0.01%-42913F-HR/ATimelineGroup
ORG Partners LLC4,059$223K0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.3,970$218K0.02%new13F-HRTimeline
Cetera Investment Advisers3,867$213K<0.01%new13F-HRTimeline
Mechanics Bank Trust Department3,840$211K0.03%-20013F-HRTimeline
WHITTIER TRUST CO3,742$206K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,216$122K<0.01%-2,74513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,795$98.7K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,695$93.2K<0.01%-20013F-HRTimeline
NorthRock Partners, LLC1,640$90.2K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,601$88K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,339$73.6K<0.01%-8713F-HRTimelineGroup
4Thought Financial Group Inc.1,292$71.1K0.04%-8913F-HRTimeline
MAI Capital Management1,002$55.1K<0.01%013F-HRTimeline
Robinswood Financial LLC698$38.4K0.01%+213F-HRTimeline
Westside Investment Management, Inc.660$36.3K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$22K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd360$19.8K<0.01%013F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC233$13.9K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY246$13.5K<0.01%+5113F-HRTimelineGroup
TSFG, LLC200$11K<0.01%-1,00013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\100$5.5K<0.01%-10013F-HRTimelineGroup
Arax Advisory Partners66$3.63K<0.01%013F-HRTimeline
Newton One Investments LLC66$3.62K<0.01%-2013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC36$1.98K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC10$550<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10$550<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$21<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,71813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.