AMPLIFY ETHO CLIMATE LEADERS (ETHO) Top Institutional Shareholders
AMPLIFY ETHO CLIMATE LEADERS (ETHO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $36.86M in ETHO holdings during the latest filing period.
Bailard, Inc. is currently the largest disclosed institutional shareholder of ETHO tracked by InsiderSet, reporting ownership valued at approximately $4.40M in its March 31, 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 $5.09M, representing an estimated gain of +15.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
63
Total Reported Value
$36.86M
Largest Holder
Bailard, Inc.
Largest Position
$4.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
68
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bailard, Inc. | 0.10% | 66,652 | $4,404,204 | $5,086,767 | +$682,563 | +15.50% | |
| Wcg Wealth Advisors Llc | 0.11% | 61,623 | $4,071,905 | $4,702,963 | +$631,058 | +15.50% | |
| Envestnet Portfolio Solutions, Inc. | 0.02% | 50,405 | $3,330,615 | $3,846,824 | +$516,209 | +15.50% | |
| Citadel Advisors Llc | 0.00% | 45,444 | $3,002,830 | $3,468,209 | +$465,379 | +15.50% | |
| Modern Wealth Management, Llc | 0.05% | 43,937 | $2,939,825 | $3,353,197 | +$413,372 | +14.06% | |
| Lpl Financial Llc | 0.00% | 39,667 | $2,621,120 | $3,027,318 | +$406,198 | +15.50% | |
| Stonehearth Capital Management, Llc | 0.58% | 22,137 | $1,462,782 | $1,689,458 | +$226,676 | +15.50% | |
| Walkner Condon Financial Advisors Llc | 0.12% | 14,116 | $932,751 | $1,077,309 | +$144,558 | +15.50% | |
| Pfg Investments, Llc | 0.04% | 12,309 | $813,336 | $939,402 | +$126,066 | +15.50% | |
| Evergreen Capital Management Llc | 0.02% | 11,839 | $782,296 | $903,532 | +$121,236 | +15.50% | |
| Arnhold Llc | 0.06% | 11,610 | $767,161 | $886,055 | +$118,894 | +15.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,818 | $714,810 | $825,611 | +$110,801 | +15.50% | |
| Impact Investors, Inc | 0.48% | 10,432 | $689,322 | $796,153 | +$106,831 | +15.50% | |
| Sgl Investment Advisors, Inc. | 0.22% | 7,912 | $587,150 | $603,830 | +$16,680 | +2.84% | |
| First Pacific Financial | 0.07% | 8,479 | $560,247 | $647,103 | +$86,856 | +15.50% | |
| Osaic Holdings, Inc. | 0.00% | 8,174 | $540,227 | $623,826 | +$83,599 | +15.47% | |
| Marks Group Wealth Management, Inc | 0.05% | 8,090 | $534,568 | $617,415 | +$82,847 | +15.50% | |
| Fsm Wealth Advisors, Llc | 0.06% | 7,440 | $491,620 | $567,808 | +$76,188 | +15.50% | |
| Susquehanna International Group, Llp | 0.00% | 7,254 | $479,327 | $553,613 | +$74,286 | +15.50% | |
| Wealth Alliance Advisory Group, Llc | 0.08% | 7,200 | $475,759 | $549,492 | +$73,733 | +15.50% | |
| Quantinno Capital Management Lp | 0.00% | 7,035 | $464,856 | $536,899 | +$72,043 | +15.50% | |
| Ethic Inc. | 0.01% | 6,903 | $456,134 | $526,825 | +$70,691 | +15.50% | |
| Kestra Advisory Services, Llc | 0.00% | 6,182 | $408,505 | $471,800 | +$63,295 | +15.49% | |
| Sonoma Private Wealth Llc | 0.49% | 6,045 | $399,439 | $461,344 | +$61,905 | +15.50% | |
| Allegheny Financial Group | 0.05% | 5,886 | $388,978 | $449,210 | +$60,232 | +15.48% | |
| Creekside Partners | 0.15% | 5,645 | $372,999 | $430,817 | +$57,818 | +15.50% | |
| Cetera Investment Advisers | 0.00% | 5,457 | $360,562 | $416,469 | +$55,907 | +15.51% | |
| Envestnet Asset Management Inc | 0.00% | 5,224 | $345,173 | $398,687 | +$53,514 | +15.50% | |
| Raymond James Financial Inc | 0.00% | 4,684 | $309,507 | $357,475 | +$47,968 | +15.50% | |
| Enclave Advisors Llc | 0.04% | 4,678 | $309,112 | $357,017 | +$47,905 | +15.50% | |
| Creative Planning | 0.00% | 4,177 | $276,006 | $318,782 | +$42,776 | +15.50% | |
| Royal Bank Of Canada | 0.00% | 4,185 | $276,000 | $319,392 | +$43,392 | +15.72% | |
| Whittier Trust Co | 0.00% | 3,742 | $252,249 | $285,583 | +$33,334 | +13.21% | |
| Ascentis Independent Advisors | 0.02% | 3,561 | $235,361 | $271,769 | +$36,408 | +15.47% | |
| Financial Insights, Inc. | 0.07% | 3,466 | $229,025 | $264,519 | +$35,494 | +15.50% | |
| Ausdal Financial Partners, Inc. | 0.01% | 3,355 | $221,708 | $256,048 | +$34,340 | +15.49% | |
| Blair William & Co/Il | 0.00% | 3,194 | $211,052 | $243,761 | +$32,709 | +15.50% | |
| Meramec Financial Planners, Llc | 0.07% | 2,334 | $172,255 | $178,127 | +$5,872 | +3.41% | |
| Westfuller Advisors, Llc | 0.06% | 2,027 | $133,939 | $154,697 | +$20,758 | +15.50% | |
| Franklin Resources Inc | 0.00% | 1,625 | $107,376 | $124,017 | +$16,641 | +15.50% | |
| Tfc Financial Management, Inc. | 0.01% | 1,601 | $105,763 | $122,186 | +$16,423 | +15.53% | |
| Fmr Llc | 0.00% | 1,410 | $93,150 | $107,609 | +$14,459 | +15.52% | |
| 4Thought Financial Group Inc. | 0.04% | 1,260 | $83,246 | $96,161 | +$12,915 | +15.51% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,044 | $68,990 | $79,676 | +$10,686 | +15.49% | |
| Mai Capital Management | 0.00% | 1,010 | $66,768 | $77,081 | +$10,313 | +15.45% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 945 | $62,444 | $72,121 | +$9,677 | +15.50% | |
| Cwm, Llc | 0.00% | 641 | $42,356 | $48,920 | +$6,564 | +15.50% | |
| Ggm Financial Llc | 0.02% | 626 | $41,370 | $47,775 | +$6,405 | +15.48% | |
| Westside Investment Management, Inc. | 0.01% | 500 | $33,039 | $38,159 | +$5,120 | +15.50% | |
| Morgan Stanley | 0.00% | 450 | $29,735 | $34,343 | +$4,608 | +15.50% |
Frequently asked questions about ETHO
Who owns the most ETHO stock?
The largest holders of ETHO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AMPLIFY ETHO CLIMATE LEADERS (ETHO).
Is ETHO widely held by superinvestors?
Many widely followed stocks like ETHO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ETHO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.