Tech stack
No one at Ethic has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $1.7B held · filed May 2024
Fidelity
Per Form ADV · $1.6B held · filed May 2024
BNY
Per Form ADV · $1.3B held · filed May 2024
Northern Trust
Per Form ADV · $303M held · filed May 2024
Pershing
Per Form ADV · $72M held · filed May 2024
U.S. Bank
Per Form ADV · $43M held · filed May 2024
T
Truist Investment Services, Inc.
Per Form ADV · $8M held · filed May 2024
Morgan Stanley
Per Form ADV · $722K held · filed May 2024
UBS
Per Form ADV · $255K held · filed May 2024
Interactive Brokers
Per Form ADV · $0K held · filed May 2024