HolderBook

AMPLIFY ETF TR (AIVC)

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

19
Reporting holders
$48.2M
Reported value
0.0%
Held as options
+8
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
Hennion & Walsh Asset Management, Inc.$24.2M209,5410.69%newNEW
LPL Financial LLC$7.6M65,5820.00%10q+289.4%+$5.6M
JANE STREET GROUP, LLC$6.7M58,0460.00%9q+150.9%+$4.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.5M38,6920.00%newNEW
RAYMOND JAMES FINANCIAL INC$1.3M11,0130.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$1.2M10,5090.00%newNEW
GTS SECURITIES LLC$594.8K5,1560.01%newNEW
Total Clarity Wealth Management, Inc.$541.5K4,6940.11%2q+42.8%+$162.4K
OSAIC HOLDINGS, INC.$415.8K3,6030.00%10q+86.1%+$192.4K
Prime Capital Investment Advisors, LLC$282.7K2,4500.00%4q-16.9%-$57.7K
Kestra Advisory Services, LLC$277.2K2,4030.00%newNEW
Berkeley Capital Partners, LLC$253.5K2,1970.05%newNEW
MORGAN STANLEY$183.0K1,5860.00%10qHELD
PNC Financial Services Group, Inc.$130.4K1,1300.00%10qHELD
UBS Group AG$61.3K5310.00%newNEW
NewEdge Advisors, LLC$23.1K2000.00%newNEW
Integrated Wealth Concepts LLC$18.5K1600.00%newNEW
Steward Partners Investment Advisory, LLC$13.2K1140.00%9qHELD
AE Wealth Management LLC$11.8K1020.00%7qHELD
FLOW TRADERS U.S. LLC$4.2K36,5080.17%4q+18.0%
WEDBUSH SECURITIES INC$3.4K29,6510.09%10q-4.5%
HRT FINANCIAL LP$3813,3100.00%newNEW

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 202619$48.2M417,70910410.0%
Q1 202611$3.5M51,2242220.0%
Q4 202514$5.3M77,4952240.0%
Q3 202512$3.9M62,0912610.0%
Q2 202512$2.5M47,5082340.0%
Q1 202511$2.0M47,1270330.0%
Q4 202412$2.1M44,1552340.0%
Q3 202412$3.7M77,6682420.0%
Q2 202412$6.4M141,1104230.0%
Q1 202410$5.0M106,94010000.0%