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Institutional Holdings
ETHOwnership Summary
Institutions Holding
50
Total Shares Held
405,699
Total Value Held
$6,097,650
Quarter
2026-06-30
Active Positions
Increased Positions
10
229,013 shares
Decreased Positions
6
153,984 shares
Held Positions
23
21,093 shares
New Positions
3
1,609 shares
Sold Out Positions
8
43,144 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Reliant Wealth Planning | 132,523 | $1,991,820 | ▲ +10,653 | 0.55% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 119,136 | $1,790,610 | ▼ -4,556 | 0.00% | 2026-06-30 |
| Miller Global Investments, LLC | 37,972 | $570,719 | ▲ +28,109 | 0.47% | 2026-06-30 |
| AdvisorNet Financial, Inc | 32,698 | $491,451 | ▼ -1,884 | 0.02% | 2026-06-30 |
| Broadhurst Jeffrey B | 28,000 | $420,840 | ▲ +6,782 | 0.90% | 2026-06-30 |
| Amicus Financial Advisors, LLC | 15,200 | $228,456 | Unchanged | 0.06% | 2026-06-30 |
| Copia Wealth Management | 13,504 | $202,965 | ▲ +1,805 | 0.12% | 2026-06-30 |
| Farther Finance Advisors, LLC | 6,516 | $97,935 | ▲ +1,876 | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 5,338 | $80,230 | ▲ +1,500 | 0.00% | 2026-06-30 |
| KELLEHER FINANCIAL ADVISORS | 3,900 | $58,617 | ▲ +1,950 | 0.01% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 2,552 | $38,357 | Unchanged | 0.00% | 2026-06-30 |
| VIMA LLC | 1,497 | $22,500 | New position | 0.02% | 2026-06-30 |
| Lodestone Wealth Management LLC | 1,233 | $18,532 | ▼ -129 | 0.01% | 2026-06-30 |
| Noble Wealth Management PBC | 912 | $13,707 | ▼ -1,000 | 0.01% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 744 | $11,182 | ▲ +318 | 0.00% | 2026-06-30 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 650 | $9,770 | Unchanged | 0.00% | 2026-06-30 |
| Hilton Head Capital Partners, LLC | 560 | $8,417 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 478 | $7,184 | ▲ +11 | 0.00% | 2026-06-30 |
| Cedar Mountain Advisors, LLC | 400 | $6,012 | Unchanged | 0.00% | 2026-06-30 |
| North Star Investment Management Corp. | 281 | $4,223 | Unchanged | 0.00% | 2026-06-30 |
| Ares Financial Consulting, LLC | 245 | $3,682 | Unchanged | 0.00% | 2026-06-30 |
| Quent Capital, LLC | 235 | $3,532 | Unchanged | 0.00% | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | 165 | $2,480 | Unchanged | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 153 | $2,300 | Unchanged | 0.00% | 2026-06-30 |
| High Note Wealth, LLC | 143 | $2,149 | Unchanged | 0.00% | 2026-06-30 |
| NVWM, LLC | 130 | $1,954 | Unchanged | 0.00% | 2026-06-30 |
| Wilkerson Advisory Group LLC | 108 | $1,623 | Unchanged | 0.00% | 2026-06-30 |
| HARBOR INVESTMENT ADVISORY, LLC | 75 | $1,127 | Unchanged | 0.00% | 2026-06-30 |
| 1620 INVESTMENT ADVISORS, INC. | 62 | $932 | New position | 0.00% | 2026-06-30 |
| PlanVest Financial, Inc | 50 | $752 | Unchanged | 0.00% | 2026-06-30 |
| Colonial Trust Co / SC | 50 | $752 | New position | 0.00% | 2026-06-30 |
| Trust Co | 45 | $676 | Unchanged | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 38 | $571 | ▲ +37 | 0.00% | 2026-06-30 |
| Plante Moran Financial Advisors, LLC | 37 | $556 | Unchanged | 0.00% | 2026-06-30 |
| Tidemark, LLC | 28 | $421 | Unchanged | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 20 | $301 | Unchanged | 0.00% | 2026-06-30 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 6 | $90 | Unchanged | 0.00% | 2026-06-30 |
| Cheviot Value Management, LLC | 6 | $90 | Unchanged | 0.00% | 2026-06-30 |
| Strategic Advocates LLC | 3 | $45 | ▼ -137 | 0.00% | 2026-06-30 |
| HOLLENCREST CAPITAL MANAGEMENT | 3 | $45 | Unchanged | 0.00% | 2026-06-30 |
| Nova Wealth Management, Inc. | 2 | $30 | ▼ -163 | 0.00% | 2026-06-30 |
| SOA Wealth Advisors, LLC. | 1 | $15 | Unchanged | 0.00% | 2026-06-30 |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Beaumont Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Innovative Asset Advisors Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Westend Capital Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Dunhill Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Longview Financial Advisors, Inc. | 0 | $0 | Sold out | 2026-06-30 |