ETHO Institutional Ownership & Shareholders
AMPLIFY ETHO CLIMATE LEADERS (ETHO) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.42M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Bailard, Inc. is currently the largest disclosed institutional shareholder of ETHO tracked by InsiderSet, reporting ownership valued at approximately $5.54M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.56M, representing an estimated gain of +0.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed ETHO value among the investors covered in this analysis. Major shareholders include Bailard, Inc., Wcg Wealth Advisors Llc, Envestnet Portfolio Solutions, Inc., and several other long-term asset managers with concentrated positions in AMPLIFY ETHO CLIMATE LEADERS (ETHO).
This page ranks the largest institutional ETHO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
66
Total Reported Value
$47.42M
Largest Holder
Bailard, Inc.
Largest Position
$5.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
80
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bailard, Inc. | 0.11% | 69,582 | $5,543,695 | $5,562,009 | +$18,314 | +0.33% | |
| Wcg Wealth Advisors Llc | 0.12% | 64,934 | $5,234,289 | $5,190,473 | -$43,816 | -0.84% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 62,072 | $5,003,592 | $4,961,700 | -$41,892 | -0.84% | |
| Lpl Financial Llc | 0.00% | 47,994 | $3,823,768 | $3,836,381 | +$12,613 | +0.33% | |
| Natural Investments, Llc | 0.79% | 46,761 | $3,725,511 | $3,737,822 | +$12,311 | +0.33% | |
| Modern Wealth Management, Llc | 0.04% | 38,457 | $3,100,019 | $3,074,045 | -$25,974 | -0.84% | |
| Pfg Investments, Llc | 0.09% | 28,989 | $2,336,788 | $2,317,224 | -$19,564 | -0.84% | |
| Stonehearth Capital Management, Llc | 0.60% | 22,035 | $1,755,544 | $1,761,359 | +$5,815 | +0.33% | |
| Osaic Holdings, Inc. | 0.00% | 20,476 | $1,650,684 | $1,636,741 | -$13,943 | -0.84% | |
| Walkner Condon Financial Advisors Llc | 0.10% | 11,659 | $928,855 | $931,958 | +$3,103 | +0.33% | |
| Arnhold Llc | 0.07% | 11,610 | $924,985 | $928,041 | +$3,056 | +0.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,195 | $812,286 | $814,933 | +$2,647 | +0.33% | |
| Evergreen Capital Management Llc | 0.01% | 8,624 | $687,090 | $689,356 | +$2,266 | +0.33% | |
| Marks Group Wealth Management, Inc | 0.06% | 8,090 | $644,542 | $646,671 | +$2,129 | +0.33% | |
| Sgl Investment Advisors, Inc. | 0.22% | 7,710 | $635,251 | $616,296 | -$18,955 | -2.98% | |
| Quantinno Capital Management Lp | 0.00% | 7,035 | $567,091 | $562,340 | -$4,751 | -0.84% | |
| First Pacific Financial | 0.06% | 6,804 | $542,083 | $543,875 | +$1,792 | +0.33% | |
| Fsm Wealth Advisors, Llc | 0.06% | 6,671 | $535,250 | $533,244 | -$2,006 | -0.37% | |
| Ethic Inc. | 0.01% | 6,606 | $526,309 | $528,048 | +$1,739 | +0.33% | |
| Kestra Advisory Services, Llc | 0.00% | 6,369 | $507,443 | $509,103 | +$1,660 | +0.33% | |
| Raymond James Financial Inc | 0.00% | 6,079 | $490,028 | $485,922 | -$4,106 | -0.84% | |
| Sonoma Private Wealth Llc | 0.52% | 6,045 | $487,287 | $483,205 | -$4,082 | -0.84% | |
| Allegheny Financial Group | 0.05% | 5,946 | $473,780 | $475,291 | +$1,511 | +0.32% | |
| Enclave Advisors Llc | 0.06% | 5,703 | $454,366 | $455,867 | +$1,501 | +0.33% | |
| Creekside Partners | 0.16% | 5,556 | $442,643 | $444,117 | +$1,474 | +0.33% | |
| Cetera Investment Advisers | 0.00% | 5,199 | $419,081 | $415,580 | -$3,501 | -0.84% | |
| Envestnet Asset Management Inc | 0.00% | 5,086 | $409,962 | $406,547 | -$3,415 | -0.83% | |
| Atria Investments, Inc | 0.00% | 4,689 | $373,576 | $374,813 | +$1,237 | +0.33% | |
| Royal Bank Of Canada | 0.00% | 4,188 | $338,000 | $334,766 | -$3,234 | -0.96% | |
| Whittier Trust Co | 0.00% | 4,170 | $332,878 | $333,327 | +$449 | +0.13% | |
| Ausdal Financial Partners, Inc. | 0.01% | 3,355 | $270,468 | $268,181 | -$2,287 | -0.85% | |
| Westfuller Advisors, Llc | 0.10% | 3,264 | $263,111 | $260,907 | -$2,204 | -0.84% | |
| Blair William & Co/Il | 0.00% | 3,229 | $260,290 | $258,109 | -$2,181 | -0.84% | |
| Ggm Financial Llc | 0.08% | 3,143 | $250,414 | $251,234 | +$820 | +0.33% | |
| Ascentis Independent Advisors | 0.02% | 3,092 | $246,378 | $247,158 | +$780 | +0.32% | |
| Creative Planning | 0.00% | 3,051 | $243,077 | $243,880 | +$803 | +0.33% | |
| Global View Capital Management Llc | 0.05% | 2,927 | $233,198 | $233,969 | +$771 | +0.33% | |
| Diversify Advisory Services, Llc | 0.00% | 2,885 | $231,377 | $230,611 | -$766 | -0.33% | |
| Diversify Wealth Management, Llc | 0.00% | 2,885 | $231,377 | $230,611 | -$766 | -0.33% | |
| Lewis Asset Management, Llc | 0.08% | 2,840 | $226,267 | $227,014 | +$747 | +0.33% | |
| Ifg Advisory, Llc | 0.01% | 2,797 | $225,445 | $223,577 | -$1,868 | -0.83% | |
| Live Oak Investment Partners | 0.12% | 2,675 | $213,121 | $213,825 | +$704 | +0.33% | |
| Mason & Associates Inc | 0.03% | 2,600 | $209,586 | $207,830 | -$1,756 | -0.84% | |
| Financial Insights, Inc. | 0.05% | 2,573 | $204,995 | $205,672 | +$677 | +0.33% | |
| Meramec Financial Planners, Llc | 0.07% | 2,334 | $183,713 | $186,567 | +$2,854 | +1.55% | |
| Tfc Financial Management, Inc. | 0.01% | 1,601 | $127,521 | $127,975 | +$454 | +0.36% | |
| 4Thought Financial Group Inc. | 0.04% | 1,103 | $87,867 | $88,168 | +$301 | +0.34% | |
| Buck Wealth Strategies, Llc | 0.01% | 1,063 | $84,691 | $84,970 | +$279 | +0.33% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,044 | $84,163 | $83,452 | -$711 | -0.85% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 945 | $76,176 | $75,538 | -$638 | -0.84% |
Frequently asked questions about ETHO
Who are the largest institutional holders of ETHO?
The largest institutional holders of ETHO reported in the latest SEC Form 13F filings include Bailard, Inc., Wcg Wealth Advisors Llc, Envestnet Portfolio Solutions, Inc., Lpl Financial Llc, and Natural Investments, Llc. InsiderSet ranks institutional holders by their latest reported ETHO position.
What is ETHO institutional ownership?
This page tracks ETHO positions reported by institutional investment managers through SEC Form 13F. AMPLIFY ETHO CLIMATE LEADERS (ETHO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ETHO?
InsiderSet currently tracks 66 institutional managers reporting ETHO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ETHO shareholders.
How much ETHO stock do institutions own?
Institutional investment managers disclosed approximately $47.42M in ETHO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ETHO institutional ownership last updated?
The latest ETHO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ETHO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ETHO position after the reporting date.
Are institutions buying or selling ETHO?
Institutional buying and selling can be analyzed by comparing ETHO positions across consecutive 13F reporting periods. InsiderSet's ETHO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ETHO ownership changes.
How has ETHO institutional ownership changed over time?
InsiderSet tracks ETHO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.