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Disclosery

ETHO AMPLIFY ETF TR

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ETHO CLI LEA ETF (fund)

65 managers (66 13F filers) reported a position in ETHO shares at 2025-06-30, 684,184 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
65
13F filers
66
New
5
Added
18
Reduced
20
Sold out
4
Shares held by filers
684,184

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BAILARD, INC.64,317$3.74M0.09%+37113F-HRTimeline
HARBOUR INVESTMENTS, INC.57,982$3.37M0.09%+27113F-HRTimeline
Modern Wealth Management, LLC51,652$3M0.07%new13F-HR/ATimeline
LPL Financial LLC46,797$2.72M<0.01%-16,59213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding44,496$2.59M-3,970Timeline
WCG Wealth Advisors LLC38,997$2.27M0.15%+10,99113F-HRTimeline
NATURAL INVESTMENTS, LLC38,708$2.25M0.58%+29313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,938$2.15M<0.01%+11,65313F-HR/ATimelineGroup
Stonehearth Capital Management, LLC23,538$1.37M0.57%-6513F-HRTimeline
Allegheny Financial Group20,408$1.19M0.26%+63613F-HRTimeline
First Pacific Financial19,266$1.12M0.17%-8,50313F-HRTimeline
UBS Group AGin group UBS Group AG15,411$896K<0.01%+4,34513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,138$764K<0.01%-1,69113F-HRTimeline
PFG Investments, LLC12,078$702K0.04%-9,88813F-HRTimeline
Walkner Condon Financial Advisors LLC12,022$699K0.13%+21913F-HRTimeline
Impact Investors, Inc11,855$689K0.49%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,611$675K0.02%-42013F-HRTimeline
Arnhold LLC11,610$675K0.06%013F-HRTimeline
Financial Insights, Inc.11,113$646K0.24%-31,77513F-HRTimeline
FSM Wealth Advisors, LLC9,173$544K0.09%new13F-HRTimeline
Sonoma Private Wealth LLC8,765$510K0.62%-29713F-HRTimeline
OLD MISSION CAPITAL LLC8,722$507K0.01%new13F-HRTimeline
Marks Group Wealth Management, Inc8,090$470K0.04%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,405$430K<0.01%-8213F-HRTimelineGroup
Ethic Inc.7,349$428K0.01%+19613F-HRTimeline
Wealth Alliance Advisory Group, LLC7,200$419K0.08%013F-HRTimeline
SGL Investment Advisors, Inc.6,715$402K0.19%+16513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,623$385K<0.01%+1,50713F-HRTimelineGroup
Creekside Partners6,342$369K0.18%013F-HRTimeline
Atria Investments, Inc4,824$280K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC4,819$280K0.01%+8913F-HRTimeline
D.A. DAVIDSON & CO.4,805$279K<0.01%-1213F-HRTimeline
Cambridge Investment Research Advisors,…4,786$278K<0.01%-2,82313F-HRTimeline
Enclave Advisors LLC4,375$254K0.04%013F-HRTimeline
Creative Planningin group Creative Planning4,178$243K<0.01%+113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,144$241K<0.01%-1513F-HR/ATimelineGroup
ORG Partners LLC4,059$240K0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.3,970$231K0.02%013F-HRTimeline
WHITTIER TRUST CO3,742$218K<0.01%013F-HRTimeline
Cetera Investment Advisers3,676$214K<0.01%-19113F-HRTimeline
CWM, LLCin group CWM, LLC3,670$213K<0.01%-10,88213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,225$129K<0.01%+913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,795$104K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,614$93.8K<0.01%13F-HRTimeline
TFC Financial Management, Inc.1,601$93K0.01%013F-HRTimeline
4Thought Financial Group Inc.1,372$79.8K0.04%+8013F-HRTimeline
FMR LLCin group FMR LLC1,216$70.7K<0.01%-12313F-HRTimelineGroup
MAI Capital Management1,002$58.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…945$54.9K<0.01%-75013F-HRTimeline
Robinswood Financial LLC749$43.5K0.02%+5113F-HRTimeline
Westside Investment Management, Inc.500$29.1K0.01%-16013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$23.3K<0.01%013F-HR/ATimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd360$20.9K<0.01%013F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC279$16.2K<0.01%+4613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY245$14.2K<0.01%-113F-HRTimelineGroup
TSFG, LLC200$12K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\100$5.81K<0.01%013F-HRTimelineGroup
Arax Advisory Partners66$3.84K<0.01%013F-HRTimeline
Newton One Investments LLC66$3.82K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC36$2.09K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC23$1.34K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC10$581<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10$581<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$49<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.