AMPLIFY ETF TR (BATT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
55
Reporting holders
$25.7M
Reported value
1.1%
Held as options
+7
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $9.7M | 631,754 | 0.00% | 7q | +4.9%+$457.5K |
| OLD MISSION CAPITAL LLC | $2.1M | 138,202 | 0.03% | 2q | +570.7%+$1.8M |
| DAVENPORT & Co LLC | $1.9M | 124,362 | 0.01% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $1.8M | 117,173 | 0.00% | 19q | -39.5%-$1.2M |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.4M | 93,424 | 0.84% | new | NEW |
| LPL Financial LLC | $1.4M | 93,021 | 0.00% | 22q | +9.4%+$123.0K |
| Cetera Investment Advisers | $1.2M | 75,748 | 0.00% | 3q | +15.5%+$155.9K |
| Steward Partners Investment Advisory, LLC | $620.5K | 40,373 | 0.00% | 22q | +2.4%+$14.3K |
| Beacon Pointe Advisors, LLC | $550.4K | 35,812 | 0.00% | 4q | +6.0%+$31.2K |
| ROYAL BANK OF CANADA | $503.0K | 32,683 | 0.00% | 26q | +55.1%+$178.7K |
| OSAIC HOLDINGS, INC. | $472.0K | 30,708 | 0.00% | 23q | +54.5%+$166.4K |
| HighTower Advisors, LLC | $455.6K | 29,639 | 0.00% | 19q | -2.3%-$10.5K |
| Synergy Asset Management, LLC | $451.7K | 29,390 | 0.04% | new | NEW |
| Cordoba Advisory Partners LLC | $345.9K | 22,609 | 0.07% | 3q | HELD |
| Great Diamond Partners, LLC | $345.3K | 22,466 | 0.06% | 3q | +21.1%+$60.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $285.2K | 18,556 | 0.00% | 3q | -49.8%-$283.0K |
| CITADEL ADVISORS LLC | $279.7K | options only | 0.00% | 7q | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $252.4K | 16,422 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $247.2K | 16,080 | 0.00% | 3q | +16.6%+$35.2K |
| Baron Financial Group, LLC | $214.0K | 13,925 | 0.10% | 3q | +8.1%+$16.1K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $209.1K | 13,605 | 0.00% | new | NEW |
| UBS Group AG | $202.3K | 13,160 | 0.00% | 17q | +70.6%+$83.7K |
| SILVER OAK SECURITIES, INCORPORATED | $183.6K | 11,948 | 0.01% | new | NEW |
| Twin Lakes Capital Management, LLC | $93.4K | 6,076 | 0.04% | 16q | HELD |
| Sherman Asset Management, Inc. | $67.5K | 4,393 | 0.05% | 7q | -1.1% |
| MORGAN STANLEY | $58.8K | 3,823 | 0.00% | 23q | +63.9%+$22.9K |
| Farther Finance Advisors, LLC | $38.4K | 2,500 | 0.00% | 3q | -4.5%-$1.8K |
| IFP Advisors, Inc | $30.7K | 2,000 | 0.00% | 19q | HELD |
| Phillip James Consulting Co. | $28.1K | 1,825 | 0.02% | new | NEW |
| N.E.W. Advisory Services LLC | $26.9K | 1,750 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $22.0K | 1,429 | 0.02% | 2q | HELD |
| Integrated Wealth Concepts LLC | $20.0K | 1,300 | 0.00% | new | NEW |
| Harbor Asset Planning, Inc. | $17.7K | 1,154 | 0.01% | 5q | -45.3%-$14.7K |
| IFG Advisory, LLC | $14.1K | 919 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $10.0K | 651 | 0.00% | 10q | +486.5%+$8.3K |
| Qube Research & Technologies Ltd | $8.8K | 573 | 0.00% | 7q | +5.9% |
| NATIONAL BANK OF CANADA /FI/ | $7.7K | 500 | 0.00% | 19q | HELD |
| Arax Advisory Partners | $7.7K | 500 | 0.00% | new | NEW |
| Asset Dedication, LLC | $6.5K | 421 | 0.00% | 18q | HELD |
| Rockefeller Capital Management L.P. | $6.3K | 408 | 0.00% | 4q | HELD |
| FMR LLC | $5.3K | 347 | 0.00% | 3q | +76.1%+$2.3K |
| SIMPLEX TRADING, LLC | $5.0K | 326 | 0.00% | 4q | -95.3%-$101.3K |
| HARBOUR INVESTMENTS, INC. | $4.9K | 316 | 0.00% | 21q | -99.7%-$1.4M |
| Cape Investment Advisory, Inc. | $4.7K | 306 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $3.8K | 250 | 0.00% | 7q | HELD |
| CITY HOLDING CO | $2.4K | 155 | 0.00% | 20q | HELD |
| HM PAYSON & CO | $2.2K | 140 | 0.00% | 19q | HELD |
| Capital Investment Advisory Services, LLC | $1.9K | 124 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $1.8K | 114 | 0.00% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6K | 102 | 0.00% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $1.5K | 100 | 0.00% | 3q | HELD |
| Bear Mountain Capital, Inc. | $294 | 20 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $199 | 13 | 0.00% | 10q | HELD |
| JPMORGAN CHASE & CO | $198 | 13 | 0.00% | new | NEW |
| Centerpoint Advisors, LLC | $108 | 7,000 | 0.03% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $13 | 1 | 0.00% | 19q | -50.0% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 55 | $25.7M | 1,653,609 | 14 | 16 | 10 | 1.1% |
| Q1 2026 | 48 | $23.9M | 1,543,807 | 7 | 18 | 8 | 3.7% |
| Q4 2025 | 46 | $13.0M | 890,648 | 13 | 10 | 6 | 5.6% |
| Q3 2025 | 36 | $6.8M | 510,753 | 5 | 5 | 9 | 2.0% |
| Q2 2025 | 38 | $7.6M | 817,841 | 2 | 8 | 7 | 0.0% |
| Q1 2025 | 41 | $5.0M | 549,553 | 3 | 7 | 12 | 7.9% |
| Q4 2024 | 49 | $6.3M | 700,910 | 7 | 8 | 15 | 1.7% |
| Q3 2024 | 43 | $5.9M | 608,400 | 1 | 9 | 12 | 0.0% |
| Q2 2024 | 46 | $8.2M | 935,647 | 4 | 7 | 15 | 0.0% |
| Q1 2024 | 49 | $12.4M | 1,282,337 | 5 | 8 | 17 | 2.0% |
| Q4 2023 | 57 | $12.8M | 1,190,062 | 10 | 8 | 17 | 2.0% |
| Q3 2023 | 52 | $12.6M | 1,095,671 | 3 | 7 | 16 | 2.2% |
| Q2 2023 | 53 | $15.5M | 1,156,112 | 7 | 12 | 9 | 2.3% |
| Q1 2023 | 56 | $18.0M | 1,375,581 | 7 | 11 | 15 | 1.3% |
| Q4 2022 | 54 | $16.7M | 1,405,426 | 7 | 16 | 8 | 1.3% |
| Q3 2022 | 65 | $21.7M | 1,644,331 | 8 | 18 | 11 | 3.2% |
| Q2 2022 | 67 | $23.4M | 1,550,507 | 10 | 14 | 15 | 2.8% |
| Q1 2022 | 72 | $28.8M | 1,671,400 | 18 | 22 | 15 | 0.0% |
| Q4 2021 | 70 | $27.3M | 1,519,335 | 16 | 22 | 6 | 0.0% |
| Q3 2021 | 59 | $25.5M | 1,442,328 | 15 | 11 | 13 | 2.5% |
| Q2 2021 | 51 | $23.1M | 1,268,945 | 23 | 13 | 1 | 1.4% |
| Q1 2021 | 37 | $10.1M | 661,094 | 30 | 2 | 2 | 0.0% |
| Q4 2020 | 9 | $1.8M | 114,020 | 5 | 1 | 0 | 0.0% |
| Q3 2020 | 4 | $467.0K | 40,446 | 2 | 1 | 0 | 0.0% |
| Q2 2020 | 3 | $246.0K | 20,760 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 6 | $758.0K | 102,401 | 3 | 0 | 1 | 0.0% |
| Q4 2019 | 5 | $1.0M | 88,885 | 1 | 0 | 2 | 0.0% |
| Q3 2019 | 6 | $908.0K | 80,445 | 1 | 0 | 3 | 0.0% |
| Q2 2019 | 6 | $1.0M | 87,265 | 1 | 1 | 2 | 0.0% |
| Q1 2019 | 5 | $1.2M | 94,238 | 1 | 1 | 2 | 0.0% |
| Q4 2018 | 5 | $1.2M | 106,904 | 1 | 0 | 0 | 0.0% |