Signals

ETHE

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

Flow ranking

Rank#15703
Score / z0.000 / -0.02
Consensus98.31 over 180 funds
Momentumnot computed

Price & positioning

226 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

Negative / total0 / 3
FiledFormItems
2026-08-07 8-K 1.01, 9.01
2026-07-17 8-K 8.01, 9.01
2026-07-02 8-K 5.02
2026-04-07 8-K 8.01, 9.01
2026-03-16 8-K 8.01
2026-01-05 8-K 1.01, 8.01, 9.01
2025-12-23 8-K 8.01
2025-12-23 8-K 8.01
2025-12-03 8-K 8.01
2025-10-24 8-K 8.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-07-18 S-3/A Grayscale Ethereum Staking ETF
2024-07-17 S-3/A Grayscale Ethereum Staking ETF
2024-07-08 S-3/A Grayscale Ethereum Staking ETF
2024-06-21 S-3/A Grayscale Ethereum Staking ETF
2024-05-30 S-3/A Grayscale Ethereum Staking ETF
2024-04-23 S-3 Grayscale Ethereum Staking ETF
2017-12-29 D Grayscale Ethereum Staking ETF

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 10.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.1 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Robertson Opportunity Capital, LLC CIK 0001352122 0.555 29 4.3 1.7% 4 -0.6 pp -1.3 pp -0.3 pp +1.7 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 3.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 3.5 0.5% 4 -0.2 pp -0.6 pp -0.4 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 3.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 3.2 0.4% 4 -0.1 pp -0.3 pp -0.1 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Verde Capital Management CIK 0001802891 0.578 80 2.8 0.6% 4 -0.2 pp -0.6 pp -0.2 pp +0.6 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.243 171 2.1 0.9% 4 -0.4 pp -1.0 pp -0.3 pp +0.9 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 1.9 0.4% 4 -0.2 pp -0.5 pp -0.2 pp +0.4 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 1.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.2 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SURIENCE PRIVATE WEALTH LLC CIK 0001900195 0.007 45 1.1 1.2% 1 +1.2 pp +0.7 pp +1.2 pp +1.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.0 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 1.0 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 1.0 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.9 0.5% 4 -0.2 pp -0.3 pp +0.0 pp +0.5 pp
Aristides Capital LLC CIK 0001595521 0.108 147 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.9 0.6% 2 +0.0 pp +0.6 pp +0.1 pp +0.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.8 0.3% 4 +0.1 pp -0.1 pp -0.2 pp +0.3 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 0.8 0.3% 4 -0.1 pp -0.3 pp -0.1 pp +0.3 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 0.8 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 0.7 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.7 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 0.6 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SLT Holdings LLC CIK 0002052222 0.097 146 0.6 0.4% 4 -0.1 pp -0.3 pp +0.0 pp +0.4 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.5 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Illumine Investment Management, LLC CIK 0002052970 0.089 95 0.5 0.4% 4 -0.2 pp -0.4 pp -0.2 pp +0.4 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.5 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 0.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 0.3 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.3 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
DOLIVER ADVISORS, LP CIK 0000938077 0.520 190 0.3 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 0.3 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.2 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.2 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.2 0.1% 2 -0.2 pp +0.1 pp -0.1 pp +0.1 pp
Estate Planners Group, LLC CIK 0002118977 0.584 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Analytics Partners, LLC CIK 0002110717 0.777 50 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartmann Taylor Wealth Management, LLC CIK 0002058267 0.667 54 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Deuterium Capital Management, LLC CIK 0001860487 0.426 24 0.2 0.2% 4 -0.2 pp -0.3 pp -0.2 pp +0.2 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NKCFO LLC CIK 0001757282 0.145 92 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 0.1 0.0% 4 -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 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ring Mountain Capital, LLC CIK 0002051343 0.386 107 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Suncoast Equity Management CIK 0001315059 0.572 63 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 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 -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARATHON ASSET MANAGEMENT LP CIK 0001279913 0.000 4 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.6 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.0 0.0% 0 -0.1 pp -0.1 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
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 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
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Boomfish Wealth Group, LLC CIK 0002010786 0.172 95 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp +0.0 pp
Kera Capital Partners, Inc. CIK 0002040353 0.312 629 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
VestGen Advisors, LLC CIK 0002050130 0.463 1075 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
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.0 0.0% 0 -0.2 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 -0.0 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.278 323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp +0.0 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
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 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SCOGGIN MANAGEMENT LP CIK 0001086416 0.464 48 0.0 0.0% 0 +0.0 pp -3.0 pp -2.2 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 0.0 0.0% 0 -0.1 pp -0.1 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 -0.1 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 +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concentrum Wealth Management CIK 0001765387 0.553 127 0.0 0.0% 0 +0.0 pp -0.1 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
Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MYECFO, LLC CIK 0001986457 0.711 73 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 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 -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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 ETHE). Qtrs Held counts distinct quarters this fund has actually held ETHE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ETHE position size. Δ columns are the percentage-point change in ETHE'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