Funds holding Ethos Technologies Inc
ISIN US29765A1016 · United States
- Fund holders
- 26
- Of which ETFs
- 0 26 other funds
- Value held
- 67.4M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,315,789 | 23.9M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 761,123 | 13.8M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 350,925 | 6.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 265,689 | 5.4M $ | 0.71 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 200,000 | 4.1M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 120,070 | 2.2M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 118,932 | 2.4M $ | 0.79 % | as of Jul 31, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 118,246 | 2.1M $ | 0.64 % | as of Jun 30, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 74,593 | 1.5M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 56,094 | 1M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 55,448 | 1M $ | 0.00 % | as of May 31, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 36,786 | 667.3K $ | 0.52 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 23,615 | 482.2K $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 21,021 | 397.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 17,798 | 336.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,262 | 307.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 14,315 | 259.7K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 11,134 | 202K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,000 | 204.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 10,000 | 181.4K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 6,878 | 140.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,567 | 119.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,040 | 109.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | 6,000 | 108.8K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,547 | 31.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 505 | 9.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 0.79 % | as of Jul 31, 2026 ↗ |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 0.71 % | as of Jul 31, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 0.64 % | as of Jun 30, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 0.54 % | as of Jul 31, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 0.52 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 0.19 % | as of Jul 31, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 0.17 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 0.15 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 0.14 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 0.13 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 26 | -2 | 3,625,377 | +3.9 % |
| 2026Q2 | 28 | +20 | 3,488,103 | +675.0 % |
| 2026Q1 | 8 | 450,052 |
Institutional managers
66 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Alphabet Inc. | 3,770,156 | 42.1M $ | as of Mar 31, 2026 |
| SOFTBANK GROUP CORP. | 3,128,902 | 34.9M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 1,587,026 | 17.7K $ | as of Mar 31, 2026 |
| Capital World Investors | 1,315,789 | 14.7M $ | as of Mar 31, 2026 |
| GLADE BROOK CAPITAL PARTNERS LLC | 1,143,814 | 12.8M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 700,000 | 7.8M $ | as of Mar 31, 2026 |
| Granahan Investment Management, LLC | 580,595 | 6.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 492,498 | 5.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 463,853 | 5.2M $ | as of Mar 31, 2026 |
| CANNELL CAPITAL LLC | 452,337 | 5.1M $ | as of Mar 31, 2026 |
| Schonfeld Strategic Advisors LLC | 400,593 | 4.5M $ | as of Mar 31, 2026 |
| ExodusPoint Capital Management, LP | 398,756 | 4.5M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 390,000 | 4.4M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 383,844 | 4.3M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 340,746 | 3.8M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 264,882 | 3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 204,517 | 2.3M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 163,579 | 1.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 140,615 | 1.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 121,791 | 1.4M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 120,182 | 1.3M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 111,012 | 1.2M $ | as of Mar 31, 2026 |
| Empire Financial Management Company, LLC | 102,500 | 1.1M $ | as of Mar 31, 2026 |
| Burkehill Global Management, LP | 100,000 | 1.1M $ | as of Mar 31, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 100,000 | 1.1M $ | as of Mar 31, 2026 |
Declared shareholders of Ethos Technologies Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| GV 2019, L.P. and 8 others | 11.70 % | 3,622,604 | as of Jun 30, 2026 · SCHEDULE 13G |
| Divisadero Street Capital Management, LP and 4 others | 6.50 % | 2,018,326 | as of Jun 26, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Ethos Technologies Inc". https://titelia.com/en/stocks/ethos-technologies-inc-US29765A1016