HolderBook

AMPLIFY ETF TR (AIEQ)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

33
Reporting holders
$19.5M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
LPL Financial LLC$9.9M200,0290.00%10qHELD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.3M86,3920.01%7q+4.3%+$179.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.4M48,5890.00%3q+121.6%+$1.3M
Integrated Wealth Concepts LLC$848.0K17,1490.00%10qHELD
First International Bank of Israel Ltd.$727.5K21,7760.20%newNEW
Cetera Investment Advisers$353.9K7,1590.00%newNEW
HCR Wealth Advisors$229.6K4,6450.02%10q-14.5%-$38.8K
SOA Wealth Advisors, LLC.$104.6K2,1150.02%7qHELD
BANK OF MONTREAL /CAN/$85.2K1,7240.00%10qHELD
TD Waterhouse Canada Inc.$81.7K1,6450.00%10qHELD
OSAIC HOLDINGS, INC.$71.2K1,4400.00%10q-72.5%-$187.5K
Parallel Advisors, LLC$69.4K1,4040.00%3qHELD
MORGAN STANLEY$66.0K1,3350.00%10q-7.0%-$5.0K
FMR LLC$57.3K1,1600.00%10q+42.3%+$17.0K
MERCER GLOBAL ADVISORS INC /ADV$39.3K7950.00%newNEW
UBS Group AG$36.3K7340.00%5q+38.2%+$10.0K
ROYAL BANK OF CANADA$32.0K6560.00%10q+53.3%+$11.1K
Farther Finance Advisors, LLC$25.3K5120.00%6qHELD
Financial Perspectives, Inc$25.3K5120.01%10q-9.4%-$2.6K
Federation des caisses Desjardins du Quebec$12.4K2500.00%8qHELD
VANGUARD ADVISERS INC$11.1K2250.00%2q-0.9%
Steward Partners Investment Advisory, LLC$6.7K1360.00%10q+4.6%
ASSETMARK, INC$5.1K1030.00%8q+56.1%+$1.8K
BLAIR WILLIAM & CO/IL$4.1K820.00%3q-29.3%-$1.7K
GILPIN WEALTH MANAGEMENT, LLC$2.5K500.00%3qHELD
Allworth Financial LP$2.3K470.00%7qHELD
NATIONAL BANK OF CANADA /FI/$1.6K330.00%6qHELD
GHP Investment Advisors, Inc.$1.5K300.00%10qHELD
BFSG, LLC$1.3K270.00%newNEW
Global Retirement Partners, LLC$692140.00%4qHELD
Wood Tarver Financial Group, LLC$2224,5000.05%newNEW
WEDBUSH SECURITIES INC$2094,2200.01%3q-10.6%
FLOW TRADERS U.S. LLC$2024,0900.01%newNEW
Cassaday & Co Wealth Management LLC$14930.00%2qHELD
Russell Investments Group, Ltd.$4910.00%newNEW
WELLS FARGO & COMPANY/MN$100.00%10q-100.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202633$19.5M400,7725770.0%
Q1 202632$16.3M376,16151080.0%
Q4 202536$18.7M414,0019380.0%
Q3 202529$18.2M404,9913730.0%
Q2 202530$17.8M418,4005450.0%
Q1 202528$17.1M464,3226360.0%
Q4 202428$16.6M416,5696340.0%
Q3 202426$15.1M401,9086520.0%
Q2 202420$13.8M380,9584460.0%
Q1 202420$13.0M355,39320000.0%