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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 2025-12-31, 622,666 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
65
New
6
Added
19
Reduced
20
Sold out
7
Shares held by filers
622,666

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BAILARD, INC.64,285$4.2M0.09%+38213F-HRTimeline
WCG Wealth Advisors LLC61,192$4M0.11%+49,04213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding53,030$3.46M+6,665Timeline
Modern Wealth Management, LLC48,061$3.14M0.06%-1,36113F-HRTimeline
LPL Financial LLC39,390$2.57M<0.01%+7,48213F-HRTimeline
NATURAL INVESTMENTS, LLC36,934$2.41M0.6%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,883$2.15M<0.01%new13F-HRTimelineGroup
Stonehearth Capital Management, LLC23,605$1.54M0.57%+12213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,313$1.2M<0.01%-3,57013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.15,220$994K0.02%-41,19913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,470$945K<0.01%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC14,156$924K0.13%+1,54013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,794$770K0.02%+24813F-HRTimeline
Arnhold LLC11,610$758K0.06%013F-HRTimeline
PFG Investments, LLC11,210$732K0.03%-50713F-HRTimeline
Impact Investors, Inc10,528$687K0.48%-8513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,481$684K<0.01%-89213F-HRTimeline
First Pacific Financial8,647$565K0.07%-2,28713F-HRTimeline
FSM Wealth Advisors, LLC8,291$541K0.07%-7013F-HRTimeline
Marks Group Wealth Management, Inc8,090$528K0.05%013F-HRTimeline
SGL Investment Advisors, Inc.7,267$493K0.2%+31213F-HRTimeline
Wealth Alliance Advisory Group, LLC7,200$470K0.08%013F-HRTimeline
Ethic Inc.7,107$464K0.01%-5413F-HRTimeline
Allegheny Financial Group7,043$460K0.07%-14,47313F-HRTimeline
Creekside Partners6,388$417K0.18%+4613F-HRTimeline
Sonoma Private Wealth LLC6,165$403K0.49%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,600$366K<0.01%+40013F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,270$344K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,916$321K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers4,842$316K<0.01%-1,09713F-HRTimeline
Enclave Advisors LLC4,375$286K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,188$274K<0.01%+4613F-HRTimelineGroup
Creative Planningin group Creative Planning4,177$273K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,151$271K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.3,976$260K0.01%+613F-HRTimeline
WHITTIER TRUST CO3,742$254K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,762$246K<0.01%+3,15013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…3,597$235K<0.01%-83913F-HRTimeline
ORG Partners LLC3,561$233K0.04%-49813F-HRTimeline
Financial Insights, Inc.3,486$228K0.08%-56113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,158$206K<0.01%new13F-HRTimelineGroup
Meramec Financial Planners, LLC2,334$163K0.06%13F-HRTimeline
BLAIR WILLIAM & CO/IL2,250$147K<0.01%+2313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,625$106K<0.01%-154,91613F-HRTimelineGroup
TFC Financial Management, Inc.1,601$105K0.01%013F-HRTimeline
4Thought Financial Group Inc.1,343$87.7K0.04%-3313F-HRTimeline
FMR LLCin group FMR LLC1,213$79.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,111$73K<0.01%-6413F-HRTimelineGroup
MAI Capital Management1,010$66K<0.01%+813F-HRTimeline
Federation des caisses Desjardins du Qu…945$61.7K<0.01%013F-HRTimeline
Robinswood Financial LLC777$50.7K0.02%-213F-HRTimeline
GGM Financial LLC626$40.9K0.02%+513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY450$29.4K<0.01%+40013F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$26.1K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd360$23.5K<0.01%013F-HRTimelineGroup
TSFG, LLC201$13K<0.01%+113F-HRTimeline
Newton One Investments LLC66$4.33K<0.01%013F-HRTimeline
Arax Advisory Partners66$4.31K<0.01%-35,28313F-HRTimeline
WELLINGTON-ALTUS USA INC.59$3.85K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG25$1.63K<0.01%-11,91013F-HRTimelineGroup
Smartleaf Asset Management LLC23$1.52K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC10$653<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$588<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$84<0.01%013F-HRTimelineGroup