IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ethan Allen Interiors Inc (ETD)

CUSIP: 297602104 | NYSE | Consumer Cyclical · Furnishings, Fixtures & Appliances | Small Cap | 838 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ADouglas G. Bergeron
with DGB Investment, Inc., Bergeron Nieces and Nephews Trust, Douglas Bergeron Qualified Personal Residence Trust, +1 more
1,275,0005.0%UnchangedAug 25, 2026No 13F filer matched
13D/ADouglas G. Bergeron1,275,000
5.0% of class · Aug 25, 2026Unchanged
with DGB Investment, Inc., Bergeron Nieces and Nephews Trust, Douglas Bergeron Qualified Personal Residence Trust, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,660,028
0.0% of portfolio›$34.7M
Geode Capital Management, LLC601,138
0.0% of portfolio›$12.6M
Gilman Hill Asset Management, LLC382,983
1.1% of portfolio›$8.0M
Creative Planning363,319
0.0% of portfolio›$7.6M
Bank of New York Mellon Corp338,272
0.0% of portfolio›$7.1M
North Star Investment Management Corp.195,850
0.2% of portfolio›$4.1M
LSV Asset Management175,700
0.0% of portfolio›$3.7M
Russell Investments Group, Ltd.108,848
0.0% of portfolio›$2.3M
Linden Thomas Advisory Services, LLC97,264
0.2% of portfolio›$2.0M
Barclays PLC95,272
0.0% of portfolio›$2.0M
Y-Intercept (Hong Kong) Ltd36,085
0.0% of portfolio›$754.5K
Unison Advisors LLC33,758
0.0% of portfolio›$705.9K
Tred Avon Family Wealth, LLC32,199
0.2% of portfolio›$673.3K
Inspire Investing, LLC30,636
0.0% of portfolio›$640.6K
Hennion & Walsh Asset Management, Inc.29,999
0.0% of portfolio›$627.3K
Investors Research Corp25,575
0.1% of portfolio›$534.8K
Viking Fund Management LLC25,000
0.0% of portfolio›$522.8K
Deutsche Bank Ag\21,738
0.0% of portfolio›$454.5K
Citigroup Inc20,790
0.0% of portfolio›$434.7K
LPL Financial LLC20,118
0.0% of portfolio›$420.7K
Mirae Asset Global Investments Co., Ltd.19,176
0.0% of portfolio›$401.0K
D.A. Davidson & Co.19,140
0.0% of portfolio›$400.2K
Anchyra Partners LLC18,127
0.1% of portfolio›$379.0K
Wealth Enhancement Advisory Services, LLC17,229
0.0% of portfolio›$359.4K
SAX Wealth Advisors, LLC17,186
0.0% of portfolio›$359.4K
Aspen Investment Management Inc14,246
0.2% of portfolio›$298.0K
Exchange Traded Concepts, LLC12,822
0.0% of portfolio›$268.1K
Gamma Investing LLC11,622
0.0% of portfolio›$243.0K
Axxcess Wealth Management, LLC11,594
0.0% of portfolio›$242.4K
SteelPeak Wealth, LLC11,279
0.0% of portfolio›$235.8K
Nisa Investment Advisors, LLC7,775
0.0% of portfolio›$162.6K
PNC Financial Services Group, Inc.6,745
0.0% of portfolio›$141.0K
Fortitude Family Office, LLC6,189
0.0% of portfolio›$129.4K
Farther Finance Advisors, LLC5,908
0.0% of portfolio›$123.5K
Fifth Third Bancorp4,065
0.0% of portfolio›$85.0K
Signaturefd, LLC3,734
0.0% of portfolio›$78.1K
Allworth Financial LP1,335
0.0% of portfolio›$29.8K
State of Alaska, Department of Revenue1,285
0.0% of portfolio›$26
Parallel Advisors, LLC1,149
0.0% of portfolio›$24.0K
EverSource Wealth Advisors, LLC1,146
0.0% of portfolio›$24.0K
First Horizon Corp843
0.0% of portfolio›$17.6K
TD Waterhouse Canada Inc.680
0.0% of portfolio›$14.4K
SJS Investment Consulting Inc.539
0.0% of portfolio›$11.3K
Versant Capital Management, Inc521
0.0% of portfolio›$10.9K
Kennebec Savings Bank500
0.0% of portfolio›$10.5K
SBI Securities Co., Ltd.486
0.0% of portfolio›$10.2K
Sterling Capital Management LLC460
0.0% of portfolio›$9.6K
Pinnacle Wealth Planning Services, Inc.425
0.0% of portfolio›$8.9K
Covestor Ltd421
0.0% of portfolio›$9
US Bancorp \de\405
0.0% of portfolio›$8.5K
Essential Partners LLC234
0.0% of portfolio›$4.9K
True Wealth Design, LLC214
0.0% of portfolio›$4.5K
Root Financial Partners, LLC193
0.0% of portfolio›$4.0K
Caitong International Asset Management Co., Ltd143
0.0% of portfolio›$3.0K
Salomon & Ludwin, LLC107
0.0% of portfolio›$2.2K
IFP Advisors, Inc80
0.0% of portfolio›$1.7K
Cedar Mountain Advisors, LLC63
0.0% of portfolio›$1.3K
CoreCap Advisors, LLC58
0.0% of portfolio›$1.2K
Parkside Financial Bank & Trust55
0.0% of portfolio›$1.2K
Assetmark, Inc43
0.0% of portfolio›$899
Clark Wealth Partners39
0.0% of portfolio›$816
Bare Financial Services, Inc27
0.0% of portfolio›$565
Larson Financial Group LLC27
0.0% of portfolio›$565
Clearstead Advisors, LLC22
0.0% of portfolio›$461
Provenance Wealth Advisors, LLC15
0.0% of portfolio›$314
Global Trust Asset Management, LLC4
0.0% of portfolio›$84
Lanark Financial, Inc.1
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,660,028$34.7M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
601,138$12.6M0.0%IndexVery LowBoston, MA2026-11-06
Gilman Hill Asset Management, LLC
382,983$8.0M1.1%YieldMediumNew Canaan, CT2026-10-13
Creative Planning
363,319$7.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
338,272$7.1M0.0%CoreLowNew York, NY2026-11-05
North Star Investment Management Corp.
195,850$4.1M0.2%CoreLowChicago, IL2026-10-27
LSV Asset Management
175,700$3.7M0.0%Deep ValueMediumChicago, IL2026-11-06
Russell Investments Group, Ltd.
108,848$2.3M0.0%CoreLowSeattle, WA2026-11-06
Linden Thomas Advisory Services, LLC
97,264$2.0M0.2%CoreLowCharlotte, NC2026-10-19
Barclays PLC
95,272$2.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
Y-Intercept (Hong Kong) Ltd
36,085$754.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Unison Advisors LLC
33,758$705.9K0.0%ETFVery LowProvidence, RI2026-10-29
Tred Avon Family Wealth, LLC
32,199$673.3K0.2%CoreLowEaston, MD2026-10-20
Inspire Investing, LLC
30,636$640.6K0.0%GARPHighMeridian, ID2026-10-22
Hennion & Walsh Asset Management, Inc.
29,999$627.3K0.0%ValueMediumParsippany, NJ2026-10-13
Investors Research Corp
25,575$534.8K0.1%ETFLowAtlanta, GA2026-10-07
Viking Fund Management LLC
25,000$522.8K0.0%YieldMediumMinot, ND2026-10-14
Deutsche Bank Ag\
21,738$454.5K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Citigroup Inc
20,790$434.7K0.0%CoreMediumNew York, NY2026-11-04
LPL Financial LLC
20,118$420.7K0.0%IndexVery LowFort Mill, SC2026-11-06
Mirae Asset Global Investments Co., Ltd.
19,176$401.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
D.A. Davidson & Co.
19,140$400.2K0.0%CoreLowGreat Falls, MT2026-10-28
Anchyra Partners LLC
18,127$379.0K0.1%CoreLowAtlanta, GA2026-10-13
Wealth Enhancement Advisory Services, LLC
17,229$359.4K0.0%CoreLowPlymouth, MN2026-10-13
SAX Wealth Advisors, LLC
17,186$359.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Aspen Investment Management Inc
14,246$298.0K0.2%GrowthLowGrand Rapids, MI2026-11-05
Exchange Traded Concepts, LLC
12,822$268.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Gamma Investing LLC
11,622$243.0K0.0%IndexVery LowFoster City, CA2026-10-08
Axxcess Wealth Management, LLC
11,594$242.4K0.0%CoreLowCarlsbad, CA2026-10-21
SteelPeak Wealth, LLC
11,279$235.8K0.0%GrowthHighWoodland Hills, CA2026-10-16
Nisa Investment Advisors, LLC
7,775$162.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
PNC Financial Services Group, Inc.
6,745$141.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fortitude Family Office, LLC
6,189$129.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
5,908$123.5K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
4,065$85.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Signaturefd, LLC
3,734$78.1K0.0%IndexLowAtlanta, GA2026-10-23
Allworth Financial LP
1,335$29.8K0.0%IndexLowFolsom, CA2026-11-06
State of Alaska, Department of Revenue
1,285$260.0%CoreVery LowJuneau, AK2026-10-15
Parallel Advisors, LLC
1,149$24.0K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
1,146$24.0K0.0%CoreMediumBirmingham, AL2026-11-04
First Horizon Corp
843$17.6K0.0%CoreLowMemphis, TN2026-10-26
TD Waterhouse Canada Inc.
680$14.4K0.0%CoreLowToronto, Australia2026-10-16
SJS Investment Consulting Inc.
539$11.3K0.0%ETFVery LowSylvania, OH2026-10-26
Versant Capital Management, Inc
521$10.9K0.0%GARPLowPhoenix, AZ2026-10-02
Kennebec Savings Bank
500$10.5K0.0%CoreLowAugusta, ME2026-10-22
SBI Securities Co., Ltd.
486$10.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Sterling Capital Management LLC
460$9.6K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
425$8.9K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
421$90.0%ValueHighLondon, United Kingdom2026-10-30
US Bancorp \de\
405$8.5K0.0%IndexLowMinneapolis, MN2026-11-05
Essential Partners LLC
234$4.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
214$4.5K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
193$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
143$3.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Salomon & Ludwin, LLC
107$2.2K0.0%ETFVery LowRichmond, VA2026-10-29
IFP Advisors, Inc
80$1.7K0.0%GrowthLowTampa, FL2026-10-16
Cedar Mountain Advisors, LLC
63$1.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
CoreCap Advisors, LLC
58$1.2K0.0%ETFMediumSouthfield, MI2026-10-08
Parkside Financial Bank & Trust
55$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Assetmark, Inc
43$8990.0%ETFLowConcord, CA2026-10-21
Clark Wealth Partners
39$8160.0%ETFVery LowO'Fallon, IL2026-10-19
Bare Financial Services, Inc
27$5650.0%ETFVery LowGap, PA2026-11-04
Larson Financial Group LLC
27$5650.0%GrowthLowSt Louis, MO2026-11-05
Clearstead Advisors, LLC
22$4610.0%ETFLowCleveland, OH2026-11-06
Provenance Wealth Advisors, LLC
15$3140.0%ETFLowFort Lauderdale, FL2026-10-30
Global Trust Asset Management, LLC
4$840.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Lanark Financial, Inc.
1$210.0%CoreMediumBirmingham, AL2026-10-26