Signals

← Signals

☆ETHA

512 in-universe funds with a nonzero position in ETHA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23957
Score / z-0.107 / -0.16
Consensus213.65 over 446 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,331.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1,069.0 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 685.6 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 395.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 337.6 2.4% 2 +1.7 pp +2.4 pp +2.4 pp +2.4 pp
☆Capula Management Ltd CIK 0001557017 0.915 303 279.4 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 250.1 3.8% 2 +3.6 pp +3.8 pp +3.8 pp +3.8 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 234.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 190.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 105.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 94.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 87.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Senator Investment Group LP CIK 0001443689 0.107 58 52.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 42.8 12.2% 2 +1.9 pp +12.2 pp +12.2 pp +12.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 42.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 40.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 39.7 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CIK 0001845930 0.467 78 39.3 5.8% 2 +1.8 pp +5.8 pp +5.8 pp +5.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 39.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 39.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 36.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 34.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 31.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 27.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 23.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 23.4 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 21.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kedalion Capital Management LLP CIK 0002041209 0.814 3 21.0 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆Pilgrim Partners Asia Pte Ltd CIK 0002012674 0.536 105 19.9 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 19.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 18.8 8.6% 2 -3.8 pp +8.6 pp +8.6 pp +8.6 pp
☆Galaxy Group Investments LLC CIK 0001912562 0.725 36 17.5 1.7% 2 +1.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 17.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 16.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆All-Stars Investment Ltd CIK 0001633603 0.878 11 13.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆IvyRock Asset Management (HK) Ltd CIK 0001809525 0.605 25 12.6 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Parkwood LLC CIK 0001597823 0.291 71 12.4 1.2% 2 +0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 10.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 9.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FFG Partners, LLC CIK 0002045972 0.070 41 8.8 2.4% 2 +1.9 pp +2.4 pp +2.4 pp +2.4 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 8.6 5.1% 2 +1.9 pp +5.1 pp +5.1 pp +5.1 pp
☆Mint Tower Capital Management B.V. CIK 0001666606 0.159 342 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 8.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Tikvah Management LLC CIK 0001606477 0.787 19 8.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 7.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STERLING INVESTMENT ADVISORS LLC /ADV CIK 0001009198 0.742 38 7.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 6.9 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 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 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA FIRST LEASING CORP (CFNB) CIK 0000803016 0.444 34 6.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 5.7 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 4.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 4.0 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LCM Capital Management Inc CIK 0001861752 0.575 124 3.7 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 3.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Opportunity Capital, LLC CIK 0001352122 0.555 29 3.3 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 3.2 1.7% 4 -1.1 pp +0.2 pp -0.7 pp +1.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 2.4 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PPSC Investment Service Corp CIK 0001964389 0.941 8 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aragon Global Management, LP CIK 0001991518 0.196 23 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 2.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Central Asset Investments & Management Holdings (HK) Ltd CIK 0001583672 0.374 17 2.0 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Galaxy Digital Capital Management GP LLC CIK 0002118292 0.011 51 2.0 1.9% 1 +1.9 pp +1.3 pp +1.9 pp +1.9 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 2.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Counterweight Ventures, LLC CIK 0002012467 0.270 81 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TORNO CAPITAL, LLC CIK 0001974312 0.000 31 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Rakuten Group, Inc. CIK 0001294591 0.971 5 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Militia Capital Partners, LP CIK 0001837496 0.040 182 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.6 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Nan Fung Group Holdings Ltd CIK 0001782539 0.335 25 1.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆RPO LLC CIK 0001885066 0.000 17 1.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Telligent Fund, LP CIK 0001470723 0.205 23 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 1 +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% 2 +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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 -0.1 pp +0.0 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
☆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
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR STREET LLC CIK 0001708828 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆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
☆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
☆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
☆Fluent Financial, LLC CIK 0001722283 0.050 57 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
☆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
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.0 0.0% 0 -1.4 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 +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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