AMPLIFY ETHO CLIMATE LEADERS (ETHO) Institutional Ownership Changes & 13F Activity
AMPLIFY ETHO CLIMATE LEADERS (ETHO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Modern Wealth Management, Llc, Atria Investments, Inc, Bailard, Inc., and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Financial Insights, Inc. | Sell | -60 | -1.7% | 3,406 | $274.56K | Q2 2026 | Aug 25, 2026 |
| Osaic Holdings, Inc. | Buy | +12,302 | +150.5% | 20,476 | $1.65M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -5,480 | -12.5% | 38,457 | $3.10M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +3,311 | +5.4% | 64,934 | $5.23M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +2,797 | — | 2,797 | $225.44K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,395 | +29.8% | 6,079 | $490.03K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3 | +0.1% | 4,188 | $338.00K | Q2 2026 | Aug 14, 2026 |
| Vanguard Advisers Inc | Buy | +100 | — | 100 | $8.06K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -46 | -3.3% | 1,364 | $109.98K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -258 | -4.7% | 5,199 | $419.08K | Q2 2026 | Aug 12, 2026 |
| Sgl Investment Advisors, Inc. | Sell | -202 | -2.6% | 7,710 | $635.25K | Q2 2026 | Aug 11, 2026 |
| Blair William & Co/Il | Buy | +35 | +1.1% | 3,229 | $260.29K | Q2 2026 | Aug 11, 2026 |
| Live Oak Investment Partners | Buy | +2,567 | — | 2,567 | $206.93K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +66 | +100.0% | 132 | $10.64K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +3,386 | +8.5% | 43,053 | $3.47M | Q2 2026 | Aug 07, 2026 |
| R. W. Roge & Company, Inc. | Buy | +2,933 | — | 2,933 | $236.00K | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Sell | -138 | -2.6% | 5,086 | $409.96K | Q2 2026 | Aug 03, 2026 |
| Natural Investments, Llc | Sell | -1,287 | -2.8% | 43,995 | $3.55M | Q2 2026 | Jul 31, 2026 |
| Impact Investors, Inc | Sell | -435 | -4.2% | 9,997 | $805.86K | Q2 2026 | Jul 31, 2026 |
| Creekside Partners | Sell | -89 | -1.6% | 5,556 | $447.86K | Q2 2026 | Jul 31, 2026 |
| Bailard, Inc. | Buy | +3,456 | +5.2% | 70,108 | $5.65M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +2,778 | — | 2,778 | $224.00 | Q2 2026 | Jul 30, 2026 |
| Buck Wealth Strategies, Llc | Buy | +1,063 | — | 1,063 | $85.69K | Q2 2026 | Jul 30, 2026 |
| Westfuller Advisors, Llc | Buy | +1,237 | +61.0% | 3,264 | $263.11K | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -337 | -3.1% | 10,481 | $844.88K | Q2 2026 | Jul 29, 2026 |
| Ethic Inc. | Sell | -132 | -1.9% | 6,771 | $545.81K | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | Buy | +4,689 | — | 4,689 | $377.98K | Q2 2026 | Jul 28, 2026 |
| Whittier Trust Co | Buy | +428 | +11.4% | 4,170 | $332.88K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -329 | -5.3% | 5,853 | $471.78K | Q2 2026 | Jul 28, 2026 |
| 4Thought Financial Group Inc. | Sell | -48 | -3.8% | 1,212 | $97.72K | Q2 2026 | Jul 28, 2026 |
Frequently asked questions about ETHO activity
Which institutional owners are buying ETHO?
Institutional owners buying ETHO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ETHO activity?
"Buy" means an investor increased their reported position in ETHO compared to the prior reporting period. This reflects growing exposure to AMPLIFY ETHO CLIMATE LEADERS (ETHO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ETHO increasing?
Institutional interest in ETHO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.