Ethos Technologies Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FEDERATED HERMES, INC. | 08/12/2026 | 8.51 M | $5.08 M | -19.03% | 13.41% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.81 M | $2.27 M | -0.11% | 6.00% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 3.45 M | $2.06 M | 105.09% | 5.44% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 2.61 M | $1.56 M | 426.30% | 4.11% |
| FMR LLC | 08/13/2026 | 2.47 M | $1.47 M | -83.20% | 3.89% |
| BLACKROCK, INC. | 08/07/2026 | 1.83 M | $1.09 M | -71.64% | 2.88% |
| KALEHUA CAPITAL MANAGEMENT LLC | 08/19/2026 | 1.79 M | $1.07 M | 100.00% | 2.82% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.72 M | $1.03 M | 3,448.92% | 2.71% |
| UBS GROUP AG | 08/13/2026 | 1.53 M | $914.10 K | -60.41% | 2.41% |
| MORGAN STANLEY | 08/13/2026 | 1.34 M | $801.88 K | 9.64% | 2.12% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.25 M | $743.10 K | 8.79% | 1.96% |
| CITADEL ADVISORS LLC | 09/02/2026 | 1.24 M | $741.27 K | 2,521.94% | 1.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.18 M | $702.73 K | -50.66% | 1.85% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 747.04 K | $445.83 K | -13.81% | 1.18% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 656.05 K | $391.53 K | -60.03% | 1.03% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 641.21 K | $382.67 K | 126.39% | 1.01% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 576.13 K | $343.95 K | -11.61% | 0.91% |
| STATE STREET CORP | 08/07/2026 | 494.95 K | $295.39 K | -71.79% | 0.78% |
| MARSHALL WACE, LLP | 08/13/2026 | 368.12 K | $220.87 K | 166.53% | 0.58% |
| CITADEL ADVISORS LLC | 09/02/2026 | 249.00 K | $148.60 K | 130.13% | 0.39% |
| XTX TOPCO LTD | 08/14/2026 | 226.68 K | $135.28 K | 103.44% | 0.36% |
| NORTHERN TRUST CORP | 08/13/2026 | 220.14 K | $131.38 K | -69.04% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 207.47 K | $123.65 K | -31.65% | 0.33% |
| CURATED WEALTH PARTNERS LLC | 07/13/2026 | 190.00 K | $185.39 K | 100.00% | 0.30% |
| JANE STREET GROUP, LLC | 08/14/2026 | 178.60 K | $106.59 K | -60.57% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 165.22 K | $98.60 K | 307.73% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 154.80 K | $92.88 K | 50.73% | 0.24% |
| JPMORGAN CHASE & CO | 08/12/2026 | 150.67 K | $85.34 K | 258.84% | 0.24% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 138.88 K | $82.88 K | -24.53% | 0.22% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 127.00 K | $75.79 K | 100.00% | 0.20% |
| HRT FINANCIAL LP | 08/14/2026 | 126.68 K | $75.00 K | 100.00% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 116.50 K | $69.90 K | -28.48% | 0.18% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 90.86 K | $54.11 K | -1.10% | 0.14% |
| HSBC HOLDINGS PLC | 08/14/2026 | 66.19 K | $38.36 K | 263.37% | 0.10% |
| MARINER, LLC | 08/13/2026 | 58.66 K | $35.00 K | 100.00% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 57.20 K | $34.14 K | 19.67% | 0.09% |
| HOHIMER WEALTH MANAGEMENT, LLC | 08/03/2026 | 55.00 K | $32.82 K | -45.00% | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 53.53 K | $31.95 K | 252.06% | 0.08% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 52.00 K | $31.03 K | 0.00% | 0.08% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2026 | 50.88 K | $30.36 K | 100.00% | 0.08% |
| ADAR1 CAPITAL MANAGEMENT, LLC | 08/14/2026 | 50.69 K | $30.25 K | 0.00% | 0.08% |
| ALPHA WEALTH FUNDS, LLC | 08/11/2026 | 50.00 K | $29.89 K | 100.00% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 48.77 K | $29.11 K | 179.86% | 0.08% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 46.92 K | $28.00 K | 17.16% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 43.95 K | $23.93 K | 182.12% | 0.07% |
| CREATIVE PLANNING | 08/13/2026 | 41.59 K | $24.82 K | 295.82% | 0.07% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 37.28 K | $22.25 K | 100.00% | 0.06% |
| HOBBS GROUP ADVISORS, LLC | 08/13/2026 | 35.99 K | $21.48 K | 85.34% | 0.06% |
| LPL FINANCIAL LLC | 08/07/2026 | 35.55 K | $21.22 K | 0.00% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 33.95 K | $20.26 K | 112.40% | 0.05% |
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Ethos Technologies Inc. institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Ethos Technologies Inc.. The most heavily invested institutionals were:
FEDERATED HERMES, INC.: 8.51 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.81 M
GSA CAPITAL PARTNERS LLP: 3.45 M
AQR CAPITAL MANAGEMENT LLC: 2.61 M
FMR LLC: 2.47 M
BlackRock, Inc.: 1.83 M
61.50% of Ethos Technologies Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 41.93 M shares in the last 24 months. This purchase volume represents approximately $555.15 M in transactions.