Signals

← Signals

☆ETHA

697 in-universe funds with a nonzero position in ETHA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#917
Score / z0.125 / 0.09
Consensus187.53 over 362 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+131% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-04 8-K 8.01, 9.01
2026-03-31 8-K 5.02
2025-04-08 8-K 1.01, 9.01
2024-09-19 8-K 1.01, 9.01

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 260.8 0.2% 4 -0.2 pp -0.6 pp +0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 175.6 0.2% 4 +0.0 pp -0.6 pp -0.0 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 114.2 0.0% 4 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 69.7 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 52.1 0.3% 4 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 49.6 0.1% 4 -0.3 pp -0.2 pp +0.0 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 44.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 41.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 37.7 0.4% 6 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 26.5 10.2% 4 -1.8 pp -2.0 pp -0.1 pp +10.2 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 26.4 0.1% 3 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 25.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 22.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 20.0 3.0% 4 -1.0 pp -2.8 pp -1.0 pp +3.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 19.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Digital Inc. (GLXY) CIK 0001859392 0.743 54 13.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 9.1 0.2% 3 -0.0 pp -0.6 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 9.0 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 8.9 0.2% 4 -0.6 pp -3.6 pp -0.0 pp +0.2 pp
☆Alpine Fox Capital LLC CIK 0002096493 0.739 18 7.4 7.0% 2 +4.8 pp +7.0 pp +7.0 pp +7.0 pp
☆All-Stars Investment Ltd CIK 0001633603 0.878 11 7.0 3.4% 3 -0.3 pp -0.8 pp +3.4 pp +3.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.8 0.4% 4 -0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 6.7 3.2% 3 +0.2 pp -0.3 pp +3.2 pp +3.2 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HIMENSION CAPITAL (SINGAPORE) PTE. LTD. CIK 0001817652 0.604 168 5.2 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.1 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 5.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 4.9 0.2% 4 -0.1 pp -0.4 pp -0.1 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 3.8 0.2% 3 +0.1 pp -1.8 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 3.7 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 3.2 2.6% 4 -1.4 pp -2.6 pp -0.7 pp +2.6 pp
☆CALIFORNIA FIRST LEASING CORP (CFNB) CIK 0000803016 0.444 34 3.1 1.0% 3 -0.4 pp -1.2 pp +1.0 pp +1.0 pp
☆Deuterium Capital Management, LLC CIK 0001860487 0.426 24 3.1 3.5% 4 +1.7 pp +2.2 pp +2.5 pp +3.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.7 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PPSC Investment Service Corp CIK 0001964389 0.941 8 2.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 2.3 0.4% 4 -0.2 pp -0.3 pp +0.3 pp +0.4 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 2.2 1.0% 6 -0.7 pp -0.8 pp -1.8 pp -0.5 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 2.2 0.4% 4 -0.0 pp -0.2 pp +0.1 pp +0.4 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.0 0.1% 4 -0.1 pp -0.2 pp -0.0 pp +0.1 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 2.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.0 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.9 1.1% 3 +0.3 pp +0.1 pp +1.1 pp +1.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 1.9 0.8% 4 +0.1 pp -0.3 pp +0.1 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 1.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆LCM Capital Management Inc CIK 0001861752 0.575 124 1.7 0.9% 4 -0.3 pp -0.9 pp -0.3 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palatine Hill Wealth Management, LLC CIK 0002107248 0.498 55 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Robertson Opportunity Capital, LLC CIK 0001352122 0.555 29 1.7 0.6% 4 -0.2 pp -0.5 pp -0.1 pp +0.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gambit Capital Management, LLC CIK 0002107464 0.468 102 1.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 1.6 0.0% 3 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 1.6 0.4% 1 +0.4 pp +0.4 pp +0.3 pp +0.4 pp
☆NWI MANAGEMENT LP CIK 0001103887 0.216 49 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 1.6 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.5 0.4% 3 -0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.3 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corecam AG CIK 0002110914 0.135 50 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 1.0 0.3% 3 -0.1 pp -1.0 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 1.0 0.3% 4 +0.0 pp -0.2 pp -0.6 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 0.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 0.9 0.7% 3 +0.2 pp +0.4 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.9 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.8 0.1% 4 -0.0 pp -0.5 pp -0.2 pp +0.1 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.8 0.1% 4 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 0.8 1.1% 3 -0.4 pp -0.9 pp +1.1 pp +0.4 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.8 0.1% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Nan Fung Group Holdings Ltd CIK 0001782539 0.335 25 0.8 0.7% 3 -0.4 pp -2.0 pp +0.7 pp +0.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.8 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.8 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.7 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Warm Springs Advisors Inc. CIK 0002057078 0.195 45 0.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.6 0.4% 3 +0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Franchise Capital Ltd CIK 0001859388 0.813 30 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 0.0 0.0% 0 -1.1 pp -1.6 pp -1.1 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHBRIDGE CAPITAL MANAGEMENT LLC CIK 0000919185 0.000 411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -4.8 pp +0.0 pp +0.0 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 0.0 0.0% 0 -1.1 pp -2.4 pp -0.4 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kedalion Capital Management LLP CIK 0002041209 0.814 3 0.0 0.0% 0 +0.0 pp -0.8 pp -0.4 pp +0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.343 71 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TORNO CAPITAL, LLC CIK 0001974312 0.000 31 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IvyRock Asset Management (HK) Ltd CIK 0001809525 0.605 25 0.0 0.0% 0 +0.0 pp -5.4 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ETHA). Qtrs Held counts distinct quarters this fund has actually held ETHA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ETHA position size. Δ columns are the percentage-point change in ETHA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status