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Amplify Etho Climate Leaders (ETHO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bailard, Inc.
DECREASED
Shares69,582 from 70,108
Change-526 (-1%)
Value$5.5M (-$107.7K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares47,994 from 43,053
Change+4,941 (+11%)
Value$3.8M (+$353.2K)
Filed 2026-11-06
Natural Investments, LLC
INCREASED
Shares46,761 from 43,995
Change+2,766 (+6%)
Value$3.7M (+$179.5K)
Filed 2026-11-06
Stonehearth Capital Management, LLC
DECREASED
Shares22,035 from 22,052
Change-17 (0%)
Value$1.8M (-$22.1K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED
Shares11,659 from 13,664
Change-2,005 (-15%)
Value$928.9K (-$172.6K)
Filed 2026-11-02
Arnhold LLC
UNCHANGED
Shares11,610 from 11,610
Change0 (0%)
Value$925.0K (-$10.9K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
DECREASED
Shares10,195 from 10,481
Change-286 (-3%)
Value$812.3K (-$32.6K)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares8,624 from 9,064
Change-440 (-5%)
Value$687.1K (-$43.6K)
Filed 2026-10-23
Marks Group Wealth Management, Inc
UNCHANGED
Shares8,090 from 8,090
Change0 (0%)
Value$644.5K (-$7.6K)
Filed 2026-11-05
First Pacific Financial
DECREASED
Shares6,804 from 7,084
Change-280 (-4%)
Value$542.1K (-$29.0K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
DECREASED
Shares6,671 from 6,968
Change-297 (-4%)
Value$535.3K (-$26.5K)
Filed 2026-10-27
Ethic Inc.
DECREASED
Shares6,606 from 6,771
Change-165 (-2%)
Value$526.3K (-$19.5K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares6,369 from 5,853
Change+516 (+9%)
Value$507.4K (+$35.7K)
Filed 2026-11-02
Allegheny Financial Group
INCREASED
Shares5,946 from 5,775
Change+171 (+3%)
Value$473.8K (+$8.2K)
Filed 2026-11-05
Enclave Advisors LLC
UNCHANGED
Shares5,703 from 5,703
Change0 (0%)
Value$454.4K (-$5.4K)
Filed 2026-10-14
Creekside Partners
UNCHANGED
Shares5,556 from 5,556
Change0 (0%)
Value$442.6K (-$5.2K)
Filed 2026-11-04
Atria Investments, Inc
UNCHANGED
Shares4,689 from 4,689
Change0 (0%)
Value$373.6K (-$4.4K)
Filed 2026-10-15
Ascentis Independent Advisors
NEW
Shares3,561
Change+3,561
Value$283.8K
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares3,143 from 2,719
Change+424 (+16%)
Value$250.4K (+$31.2K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares3,051 from 2,930
Change+121 (+4%)
Value$243.1K (+$6.9K)
Filed 2026-11-02
Global View Capital Management LLC
NEW
Shares2,927
Change+2,927
Value$233.2K
Filed 2026-10-28
Diversify Advisory Services, LLC
NEW
Shares2,885
Change+2,885
Value$231.4K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares2,885
Change+2,885
Value$231.4K
Filed 2026-10-20
Lewis Asset Management, LLC
UNCHANGED
Shares2,840 from 2,840
Change0 (0%)
Value$226.3K (-$2.7K)
Filed 2026-10-14
Thrivent Financial for Lutherans
NEW
Shares2,782
Change+2,782
Value$222.0K
Filed 2026-11-05
Live Oak Investment Partners
INCREASED
Shares2,675 from 2,567
Change+108 (+4%)
Value$213.1K (+$6.2K)
Filed 2026-10-23
Financial Insights, Inc.
DECREASED
Shares2,573 from 3,406
Change-833 (-24%)
Value$205.0K (-$69.6K)
Filed 2026-10-27
R. W. Roge & Company, Inc.
DECREASED
Shares2,542 from 2,933
Change-391 (-13%)
Value$203.0K (-$33.0K)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$127.5K (-$1.5K)
Filed 2026-10-26
4Thought Financial Group Inc.
DECREASED
Shares1,103 from 1,212
Change-109 (-9%)
Value$87.9K (-$9.9K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED
Shares1,063 from 1,063
Change0 (0%)
Value$84.7K (-$997)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares400 from 500
Change-100 (-20%)
Value$31.9K (-$8.4K)
Filed 2026-11-02
Tsfg, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$16.0K (+$16.0K)
Filed 2026-10-23
Newton One Investments LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.4K (-$52)
Filed 2026-10-14
Assetmark, Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$717 (-$8)
Filed 2026-10-21
Impact Investors, Inc
CLOSED
Shares0 from 9,997
Change-9,997 (-100%)
Value$0 (-$805.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 2,778
Change-2,778 (-100%)
Value$0 (-$224.0K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 911
Change-911 (-100%)
Value$0 (-$73.4K)
Filed 2026-10-20
WCG Wealth Advisors LLC
N/A
Shares— from 64,934
Change-64,934 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 62,072
Change-62,072 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 38,457
Change-38,457 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 28,989
Change-28,989 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 20,476
Change-20,476 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,079
Change-6,079 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,170
Change-4,170 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 945
Change-945 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 450
Change-450 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 400
Change-400 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 132
Change-132 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 59
Change-59 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Bailard, Inc.
DECREASED69,58270,108-526-1%$5.7M$5.5M-$107.7K2026-10-13
LPL Financial LLC
INCREASED47,99443,053+4,941+11%$3.5M$3.8M+$353.2K2026-11-06
Natural Investments, LLC
INCREASED46,76143,995+2,766+6%$3.5M$3.7M+$179.5K2026-11-06
Stonehearth Capital Management, LLC
DECREASED22,03522,052-170%$1.8M$1.8M-$22.1K2026-10-13
Walkner Condon Financial Advisors LLC
DECREASED11,65913,664-2,005-15%$1.1M$928.9K-$172.6K2026-11-02
Arnhold LLC
UNCHANGED11,61011,61000%$935.9K$925.0K-$10.9K2026-10-26
Commonwealth Equity Services, LLC
DECREASED10,19510,481-286-3%$844.9K$812.3K-$32.6K2026-11-02
Evergreen Capital Management LLC
DECREASED8,6249,064-440-5%$730.7K$687.1K-$43.6K2026-10-23
Marks Group Wealth Management, Inc
UNCHANGED8,0908,09000%$652.1K$644.5K-$7.6K2026-11-05
First Pacific Financial
DECREASED6,8047,084-280-4%$571.0K$542.1K-$29.0K2026-10-14
FSM Wealth Advisors, LLC
DECREASED6,6716,968-297-4%$561.7K$535.3K-$26.5K2026-10-27
Ethic Inc.
DECREASED6,6066,771-165-2%$545.8K$526.3K-$19.5K2026-11-03
Kestra Advisory Services, LLC
INCREASED6,3695,853+516+9%$471.8K$507.4K+$35.7K2026-11-02
Allegheny Financial Group
INCREASED5,9465,775+171+3%$465.6K$473.8K+$8.2K2026-11-05
Enclave Advisors LLC
UNCHANGED5,7035,70300%$459.7K$454.4K-$5.4K2026-10-14
Creekside Partners
UNCHANGED5,5565,55600%$447.9K$442.6K-$5.2K2026-11-04
Atria Investments, Inc
UNCHANGED4,6894,68900%$378.0K$373.6K-$4.4K2026-10-15
Ascentis Independent Advisors
NEW3,561—+3,561——$283.8K—2026-11-03
GGM Financial LLC
INCREASED3,1432,719+424+16%$219.2K$250.4K+$31.2K2026-11-05
Creative Planning
INCREASED3,0512,930+121+4%$236.2K$243.1K+$6.9K2026-11-02
Global View Capital Management LLC
NEW2,927—+2,927——$233.2K—2026-10-28
Diversify Advisory Services, LLC
NEW2,885—+2,885——$231.4K—2026-10-20
Diversify Wealth Management, LLC
NEW2,885—+2,885——$231.4K—2026-10-20
Lewis Asset Management, LLC
UNCHANGED2,8402,84000%$228.9K$226.3K-$2.7K2026-10-14
Thrivent Financial for Lutherans
NEW2,782—+2,782——$222.0K—2026-11-05
Live Oak Investment Partners
INCREASED2,6752,567+108+4%$206.9K$213.1K+$6.2K2026-10-23
Financial Insights, Inc.
DECREASED2,5733,406-833-24%$274.6K$205.0K-$69.6K2026-10-27
R. W. Roge & Company, Inc.
DECREASED2,5422,933-391-13%$236.0K$203.0K-$33.0K2026-11-04
TFC Financial Management, Inc.
UNCHANGED1,6011,60100%$129.0K$127.5K-$1.5K2026-10-26
4Thought Financial Group Inc.
DECREASED1,1031,212-109-9%$97.7K$87.9K-$9.9K2026-11-02
Buck Wealth Strategies, LLC
UNCHANGED1,0631,06300%$85.7K$84.7K-$9972026-10-28
Westside Investment Management, Inc.
DECREASED400500-100-20%$40.3K$31.9K-$8.4K2026-11-02
Tsfg, LLC
UNCHANGED20120100%$16$16.0K+$16.0K2026-10-23
Newton One Investments LLC
UNCHANGED555500%$4.5K$4.4K-$522026-10-14
Assetmark, Inc
UNCHANGED9900%$725$717-$82026-10-21
Impact Investors, Inc
CLOSED09,997-9,997-100%$805.9K$0-$805.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
CLOSED02,778-2,778-100%$224.0K$0-$224.0K2026-11-02
Robinswood Financial LLC
CLOSED0911-911-100%$73.4K$0-$73.4K2026-10-20
WCG Wealth Advisors LLC
N/A—64,934-64,934-100%$5.2M———
Envestnet Portfolio Solutions, Inc.
N/A—62,072-62,072-100%$5.0M———
Modern Wealth Management, LLC
N/A—38,457-38,457-100%$3.1M———
PFG Investments, LLC
N/A—28,989-28,989-100%$2.3M———
Osaic Holdings, Inc.
N/A—20,476-20,476-100%$1.7M———
SGL Investment Advisors, Inc.
N/A—7,710-7,710-100%$635.3K———
Quantinno Capital Management LP
N/A—7,035-7,035-100%$567.1K———
Raymond James Financial Inc
N/A—6,079-6,079-100%$490.0K———
Sonoma Private Wealth LLC
N/A—6,045-6,045-100%$487.3K———
Cetera Investment Advisers
N/A—5,199-5,199-100%$419.1K———
Envestnet Asset Management Inc
N/A—5,086-5,086-100%$410.0K———
Royal Bank of Canada
N/A—4,188-4,188-100%$338.0K———
Whittier Trust Co
N/A—4,170-4,170-100%$332.9K———
Ausdal Financial Partners, Inc.
N/A—3,355-3,355-100%$270.5K———
Westfuller Advisors, LLC
N/A—3,264-3,264-100%$263.1K———
Blair William & Co
N/A—3,229-3,229-100%$260.3K———
IFG Advisory, LLC
N/A—2,797-2,797-100%$225.4K———
Mason & Associates Inc
N/A—2,600-2,600-100%$209.6K———
Meramec Financial Planners, LLC
N/A—2,334-2,334-100%$183.7K———
Franklin Resources Inc
N/A—1,625-1,625-100%$131.0K———
Evelyn Partners Group Ltd
N/A—1,403-1,403-100%$138.5K———
FMR LLC
N/A—1,364-1,364-100%$110.0K———
Rockefeller Capital Management L.P.
N/A—1,044-1,044-100%$84.2K———
Federation des caisses Desjardins du Quebec
N/A—945-945-100%$76.2K———
Morgan Stanley
N/A—450-450-100%$36.3K———
National Bank of Canada
N/A—400-400-100%$32.3K———
Smartleaf Asset Management LLC
N/A—386-386-100%$30.8K———
Arax Advisory Partners
N/A—132-132-100%$10.6K———
Vanguard Advisers Inc
N/A—100-100-100%$8.1K———
Wellington-Altus USA Inc.
N/A—59-59-100%$3.9K———
Aptus Capital Advisors, LLC
N/A—10-10-100%$806———
Wells Fargo & Company
N/A—00—$24———
Showing 70 of 70 institutions