Funds holding Ethos Technologies Inc
ISIN US29765A1016 · United States
- Fund holders
- 28
- Of which ETFs
- 1 27 other funds
- Value held
- 41.9M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,315,789 | 14.7M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 764,836 | 8.5M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 350,925 | 3.9M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 200,000 | 3.5M $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 123,879 | 2.2M $ | 0.67 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 120,331 | 1.3M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 118,246 | 1.3M $ | 0.50 % | as of Mar 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 74,593 | 1.3M $ | 0.49 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 67,271 | 751.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 55,545 | 620.4K $ | 0.36 % | as of Mar 31, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 53,522 | 597.8K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 36,786 | 410.9K $ | 0.34 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | 31,169 | 348.2K $ | 0.35 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust | 31,000 | 543.7K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 30,000 | 370.5K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 29,350 | 327.8K $ | 0.48 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 16,899 | 208.7K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 14,315 | 159.9K $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Victory Small Cap Stock Fund Victory Portfolios III | 13,994 | 245.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,000 | 175.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 8,961 | 100.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,922 | 97.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,040 | 67.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 5,310 | 59.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 761 | 9.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 270 | 4.7K $ | 0.13 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 241 | 3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 148 | 1.8K $ | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 0.67 % | as of Apr 30, 2026 ↗ |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 0.50 % | as of Mar 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 0.49 % | as of Apr 30, 2026 ↗ |
| Victory Integrity Discovery Fund Victory Portfolios | 0.48 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | 0.36 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Prudent Bear Fund Federated Hermes Equity Funds | 0.35 % | as of Mar 31, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 0.34 % | as of Mar 31, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 0.13 % | as of Apr 30, 2026 ↗ |
| Small Company Value Trust John Hancock Variable Insurance Trust | 0.12 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 0.12 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 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 25 largest follow.
| 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
7 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XV, L.P. ("STP XV") and 13 others | 27.80 % | 11,857,508 | as of Mar 31, 2026 · SCHEDULE 13G |
| Accel Growth Fund IV L.P. ("AGF4") and 3 others | 18.10 % | 6,819,548 | as of Mar 31, 2026 · SCHEDULE 13G |
| Peter George Colis | 17.60 % | 6,614,279 | as of Mar 31, 2026 · SCHEDULE 13G |
| Lingke Wang | 17.50 % | 6,552,742 | as of Mar 31, 2026 · SCHEDULE 13G |
| GV 2019, L.P. and 8 others | 12.20 % | 3,770,156 | as of Mar 31, 2026 · SCHEDULE 13G |
| SoftBank Group Corp. and 8 others | 10.10 % | 3,128,902 | as of Mar 31, 2026 · SCHEDULE 13G |
| T. Rowe Price Investment Management, Inc. | 5.20 % | 1,587,026 | as of Mar 31, 2026 · SCHEDULE 13G |
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