Signals

← Signals

☆ETHA

735 in-universe funds with a nonzero position in ETHA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#16890
Score / z0.000 / -0.02
Consensus163.19 over 311 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 116.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 90.4 0.1% 5 -0.1 pp -0.1 pp -0.7 pp -0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 78.8 0.0% 5 -0.0 pp -0.1 pp -0.2 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 54.8 0.0% 7 +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 23.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 20.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 20.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 18.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 17.8 0.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 16.6 0.1% 7 -0.3 pp -0.6 pp -0.4 pp -0.2 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 15.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 14.5 1.8% 5 -1.1 pp -2.1 pp -3.9 pp -2.1 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 14.3 0.0% 4 -0.1 pp -0.2 pp -0.5 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Galaxy Digital Inc. (GLXY) CIK 0001859392 0.743 54 9.7 1.5% 2 -0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 8.8 0.5% 3 +0.5 pp +0.0 pp +0.5 pp +0.5 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 8.8 3.2% 5 -7.0 pp -8.7 pp -9.0 pp -7.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.7 0.0% 5 -0.1 pp -0.4 pp -0.3 pp -0.0 pp
☆Alpine Fox Capital LLC CIK 0002096493 0.739 18 6.7 3.8% 3 -3.1 pp +1.7 pp +3.8 pp +3.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 5.2 2.3% 4 -0.9 pp -0.7 pp -1.1 pp +2.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.3 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆All-Stars Investment Ltd CIK 0001633603 0.877 11 3.8 1.9% 4 -1.5 pp -1.8 pp -2.3 pp +1.9 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 3.7 0.5% 3 -0.2 pp -0.4 pp +0.5 pp +0.5 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.6 0.1% 5 -0.1 pp -0.1 pp -0.5 pp -0.2 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtu Financial LLC CIK 0001533964 0.177 1548 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 2.8 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 2.4 0.1% 1 +0.1 pp +0.1 pp -4.7 pp +0.1 pp
☆Deuterium Capital Management, LLC CIK 0001860487 0.426 24 2.3 2.5% 5 -1.1 pp +0.6 pp +1.1 pp +1.4 pp
☆PPSC Investment Service Corp CIK 0001964389 0.941 8 2.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 2.1 1.5% 5 -1.0 pp -2.4 pp -3.6 pp -1.7 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.1 0.1% 5 -0.3 pp -0.3 pp -0.4 pp -0.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 1.9 0.1% 1 +0.1 pp -0.4 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 1.7 0.3% 5 -0.2 pp -0.3 pp -0.5 pp +0.1 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 1.7 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 1.7 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 1.7 0.6% 7 -0.3 pp -1.0 pp -1.1 pp -2.2 pp
☆Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.6 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 1.6 0.6% 5 -0.2 pp -0.1 pp -0.5 pp -0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.5 0.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.1 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 1.5 0.4% 4 +0.1 pp +0.0 pp -0.8 pp +0.4 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 1.5 1.0% 3 -0.3 pp -0.2 pp +1.0 pp +1.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 1.4 0.6% 1 +0.6 pp +0.6 pp +0.2 pp +0.6 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.4 0.7% 4 -0.4 pp -0.0 pp -0.3 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.4 0.3% 4 -0.1 pp -0.2 pp +0.1 pp +0.3 pp
☆LCM Capital Management Inc CIK 0001861752 0.575 124 1.3 0.6% 5 -0.3 pp -0.6 pp -1.2 pp -0.6 pp
☆Gambit Capital Management, LLC CIK 0002107464 0.468 102 1.3 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.3 0.0% 5 -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 1.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robertson Opportunity Capital, LLC CIK 0001352122 0.555 29 1.3 0.5% 5 -0.2 pp -0.4 pp -0.7 pp -0.3 pp
☆Palatine Hill Wealth Management, LLC CIK 0002107248 0.498 55 1.2 1.0% 2 -0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.2 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWI MANAGEMENT LP CIK 0001103887 0.216 49 1.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Sanchez Levi Garrett CIK 0002126627 0.583 74 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 1.0 0.1% 5 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.9 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.9 0.0% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.8 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.0% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Corecam AG CIK 0002110914 0.135 50 0.8 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.8 0.0% 5 -0.2 pp -0.4 pp -0.8 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.7 0.0% 4 -0.1 pp -0.3 pp -0.2 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.7 0.1% 5 -0.0 pp -0.1 pp -0.5 pp -0.2 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Compass Financial Group, Inc. (Ohio) CIK 0002115210 0.485 48 0.7 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KTF INVESTMENTS, LLC CIK 0002099997 0.375 93 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 0.6 0.2% 4 -0.1 pp -0.2 pp -0.4 pp +0.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.6 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.6 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.6 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Nan Fung Group Holdings Ltd CIK 0001782539 0.335 25 0.6 0.5% 4 -0.2 pp -0.6 pp -2.2 pp +0.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.6 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Warm Springs Advisors Inc. CIK 0002057078 0.195 45 0.5 0.4% 3 -0.2 pp -0.4 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 0.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.5 0.1% 6 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colter Lewis Investment Partners LLC CIK 0002107902 0.015 114 0.5 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Estate Planners Group, LLC CIK 0002118977 0.584 70 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EFG International AG CIK 0002109868 0.615 1088 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.0 pp +0.0 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
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 0 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 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
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp -0.1 pp
☆Tikvah Management LLC CIK 0001606477 0.787 19 0.0 0.0% 0 +0.0 pp -1.6 pp -2.4 pp -2.4 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -2.0 pp -2.2 pp +0.0 pp +0.0 pp
☆Senator Investment Group LP CIK 0001443689 0.107 58 0.0 0.0% 0 -0.2 pp -0.1 pp -1.9 pp +0.0 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 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 +0.0 pp -1.1 pp -2.4 pp -0.4 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 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 +0.0 pp -0.1 pp -0.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -8.8 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 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
☆Resolute Advisors LLC CIK 0001800217 0.229 81 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 0.0 0.0% 0 +0.0 pp -0.2 pp -1.3 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Berbice Capital Management LLC CIK 0002051605 0.347 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.5 pp
☆HARVARD MANAGEMENT CO INC CIK 0001082621 0.000 19 0.0 0.0% 0 +0.0 pp -4.2 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆bLong Financial, LLC CIK 0001943004 0.352 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 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
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aragon Global Management, LP CIK 0001991518 0.196 23 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -0.5 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
☆SCRATCH CAPITAL LLC CIK 0002055324 0.755 44 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp -5.4 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 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
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.2 pp -0.7 pp -3.8 pp -0.2 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
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.1 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
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NANO CAP NEW MILLENNIUM GROWTH FUND L P CIK 0001277890 0.056 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mint Tower Capital Management B.V. CIK 0001666606 0.159 342 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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