AMPLIFY ETF TR (BLOK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
264
Reporting holders
$480.9M
Reported value
0.7%
Held as options
+24
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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | $122.5M | 54 | 10.12% | new | NEW |
| MORGAN STANLEY | $105.3M | 1,680,571 | 0.01% | 34q | +7.5%+$7.3M |
| LPL Financial LLC | $52.8M | 842,571 | 0.01% | 31q | +10.0%+$4.8M |
| Gradient Investments LLC | $34.5M | 551,638 | 0.48% | 16q | +6.4%+$2.1M |
| WELLS FARGO & COMPANY/MN | $30.9M | 493,001 | 0.01% | 20q | -48.5%-$29.1M |
| ENVESTNET ASSET MANAGEMENT INC | $11.9M | 190,522 | 0.00% | 22q | +21.1%+$2.1M |
| HighTower Advisors, LLC | $10.2M | 162,655 | 0.01% | 26q | -4.2%-$445.9K |
| Cetera Investment Advisers | $9.7M | 154,209 | 0.01% | 22q | +4.0%+$372.9K |
| ROYAL BANK OF CANADA | $9.2M | 146,627 | 0.00% | 31q | +10.4%+$861.4K |
| THRYVE WEALTH MANAGEMENT LLC | $9.1M | 145,321 | 5.09% | 3q | +7.5%+$632.9K |
| GTS SECURITIES LLC | $8.3M | 132,366 | 0.17% | 2q | +201.8%+$5.5M |
| Carter Financial Group, INC. | $7.5M | 120,017 | 3.90% | 6q | -6.8%-$550.3K |
| OPPENHEIMER & CO INC | $6.3M | 101,335 | 0.07% | 2q | HELD |
| Columbus Macro, LLC | $6.2M | 98,258 | 0.60% | 8q | +3.0%+$180.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.6M | 89,777 | 0.01% | 31q | +7.7%+$401.4K |
| GERBER, LLC | $5.6M | 89,771 | 2.64% | 11q | HELD |
| Merit Financial Group, LLC | $5.3M | 85,394 | 0.02% | 22q | +89.2%+$2.5M |
| MML INVESTORS SERVICES, LLC | $5.2M | 83,627 | 0.01% | 13q | +23.2%+$985.9K |
| NWAM LLC | $4.9M | 78,053 | 0.24% | 8q | -0.7%-$34.2K |
| Mattson Financial Services, LLC | $4.7M | 79,643 | 0.99% | 9q | -0.6%-$26.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.7M | 75,175 | 0.00% | 22q | +41.5%+$1.4M |
| Ausdal Financial Partners, Inc. | $4.7M | 74,980 | 0.18% | new | NEW |
| Riggs Asset Managment Co. Inc. | $4.6M | 72,705 | 0.81% | new | NEW |
| Advyzon Investment Management, LLC | $4.5M | 72,122 | 0.33% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.5M | 71,930 | 0.16% | 4q | -5.3%-$251.8K |
| THOR TRADING ADVISORS, LLC | $4.2M | 66,334 | 1.30% | new | NEW |
| Bridgelight Financial Advisors, Inc. | $3.9M | 62,967 | 2.70% | 3q | -7.7%-$328.4K |
| Rockefeller Capital Management L.P. | $3.5M | 55,429 | 0.01% | 5q | +133.8%+$2.0M |
| Baird Financial Group, Inc. | $3.4M | 54,052 | 0.00% | 4q | +0.5%+$17.3K |
| Oasis Advisors, LLC | $3.4M | 53,610 | 2.18% | new | NEW |
| Eagle Strategies LLC | $3.2M | 50,827 | 0.32% | 9q | +6.4%+$192.5K |
| Financial Engines Advisors L.L.C. | $3.1M | 49,818 | 0.01% | 18q | -8.3%-$283.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 26,011 | 0.00% | 31q | -78.5%-$11.3M |
| IFP Advisors, Inc | $2.7M | 42,533 | 0.05% | 25q | +0.5%+$13.8K |
| JANE STREET GROUP, LLC | $2.7M | 42,390 | 0.00% | 22q | +2.9%+$75.7K |
| STIFEL FINANCIAL CORP | $2.4M | 38,859 | 0.00% | 10q | +8.0%+$180.9K |
| SEI INVESTMENTS CO | $2.4M | 37,672 | 0.00% | 15q | -20.3%-$601.8K |
| Arax Advisory Partners | $2.3M | 36,627 | 0.02% | 3q | +202.9%+$1.5M |
| CITADEL ADVISORS LLC | $2.1M | 5,592 | 0.00% | 31q | HELD |
| Quattro Advisors LLC | $2.1M | 33,354 | 1.39% | 3q | +5.6%+$109.9K |
| Wealthfront Advisers LLC | $1.9M | 29,966 | 0.00% | 19q | -6.8%-$137.6K |
| Strategic Wealth Investment Group, LLC | $1.9M | 29,660 | 0.23% | 5q | HELD |
| Moran Wealth Management, LLC | $1.8M | 28,928 | 0.05% | 5q | +5.2%+$88.9K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 28,844 | 0.00% | 7q | HELD |
| FSA Investment Group, LLC | $1.8M | 28,832 | 0.59% | 2q | +156.5%+$1.1M |
| Western Wealth Management, LLC | $1.6M | 25,512 | 0.05% | 21q | +0.8%+$13.4K |
| OLD MISSION CAPITAL LLC | $1.6M | 25,045 | 0.02% | new | NEW |
| NTV Asset Management LLC | $1.5M | 24,501 | 0.15% | 25q | -3.9%-$62.6K |
| Bank of New York Mellon Corp | $1.4M | 23,043 | 0.00% | 5q | +2.7%+$38.6K |
| Brookstone Capital Management | $1.4M | 22,714 | 0.01% | 19q | -8.4%-$131.1K |
| Maridea Wealth Management LLC | $1.4M | 22,284 | 0.15% | 2q | +341.8%+$1.1M |
| Sovran Advisors, LLC | $1.2M | 20,692 | 0.09% | 7q | -1.8%-$22.9K |
| Kaizen Financial Strategies | $1.2M | 19,130 | 0.39% | 22q | HELD |
| B & T Capital Management DBA Alpha Capital Management | $1.2M | 18,808 | 0.15% | 4q | -35.4%-$645.6K |
| Foundations Investment Advisors, LLC | $1.2M | 18,771 | 0.01% | 4q | +4.3%+$48.4K |
| Kestra Advisory Services, LLC | $1.2M | 18,693 | 0.00% | 22q | -16.0%-$222.5K |
| Cedrus Wealth Group LLC | $1.2M | 18,589 | 1.02% | 3q | +28.7%+$259.4K |
| Traction Financial Partners, LLC | $1.2M | 18,579 | 0.62% | 11q | +7.7%+$83.5K |
| Summit Financial, LLC | $1.2M | 18,468 | 0.01% | 2q | +16.5%+$163.8K |
| Creative Planning | $1.1M | 17,648 | 0.00% | 22q | +25.5%+$224.9K |
| WealthPlan Investment Management, LLC | $1.1M | 17,310 | 0.05% | 2q | +22.5%+$199.0K |
| StoneX Group Inc. | $1.1M | 16,970 | 0.04% | 21q | +5.8%+$58.4K |
| Kingsview Wealth Management, LLC | $1.0M | 16,486 | 0.01% | 5q | +1.8%+$17.8K |
| Corient Private Wealth LP | $1.0M | 16,190 | 0.00% | 5q | +202.6%+$678.9K |
| MATAURO, LLC | $959.0K | 15,312 | 0.13% | 7q | -4.8%-$48.4K |
| Florin Court Capital LLP | $939.5K | 15,000 | 1.53% | new | NEW |
| Stelac Advisory Services LLC | $938.8K | 14,989 | 0.17% | 10q | HELD |
| Private Advisor Group, LLC | $860.3K | 13,736 | 0.00% | 11q | +0.6%+$5.1K |
| Stratos Wealth Partners, LTD. | $829.1K | 13,237 | 0.01% | 11q | -4.3%-$37.0K |
| Orion Porfolio Solutions, LLC | $825.1K | 13,174 | 0.01% | 6q | -41.6%-$587.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $819.2K | 13,073 | 0.00% | 12q | -13.0%-$122.0K |
| Equitable Holdings, Inc. | $778.7K | 12,434 | 0.00% | 5q | +153.6%+$471.7K |
| VestGen Advisors, LLC | $767.5K | 12,255 | 0.02% | 3q | -4.0%-$31.6K |
| Global Retirement Partners, LLC | $752.4K | 12,013 | 0.01% | 16q | HELD |
| Visionary Wealth Advisors | $748.8K | 11,955 | 0.03% | 19q | +2.6%+$18.8K |
| Steward Partners Investment Advisory, LLC | $747.3K | 11,932 | 0.00% | 29q | -26.4%-$268.4K |
| WCG Wealth Advisors LLC | $737.0K | 11,767 | 0.02% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $722.3K | 11,533 | 0.00% | 3q | +4.0%+$27.6K |
| OSAIC HOLDINGS, INC. | $711.1K | 11,349 | 0.00% | 26q | +78.8%+$313.4K |
| JPMORGAN CHASE & CO | $696.9K | 11,060 | 0.00% | 20q | +340.5%+$538.7K |
| Tidal Investments LLC | $692.5K | 11,057 | 0.00% | new | NEW |
| Bison Wealth, LLC | $688.0K | 10,841 | 0.06% | 3q | -1.9%-$13.2K |
| Arete Wealth Advisors, LLC | $667.6K | 10,660 | 0.01% | new | NEW |
| D. E. Shaw & Co., Inc. | $638.3K | 10,192 | 0.00% | 7q | -78.4%-$2.3M |
| Paladin Wealth, LLC | $635.9K | 10,154 | 0.37% | 4q | +19.9%+$105.4K |
| Freedom Financial Partners LLC | $626.9K | 10,009 | 0.20% | 4q | HELD |
| Qube Research & Technologies Ltd | $616.4K | 9,842 | 0.00% | 10q | -83.8%-$3.2M |
| ARWA LLC | $608.4K | 10,201 | 0.25% | 2q | +70.4%+$251.3K |
| ROMAN BUTLER FULLERTON & CO | $607.9K | 9,996 | 0.15% | 11q | -0.7%-$4.1K |
| ARQ WEALTH ADVISORS, LLC | $555.6K | 8,884 | 0.07% | 2q | +22.3%+$101.4K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $552.8K | 8,827 | 0.03% | 19q | +9.2%+$46.5K |
| PCG Wealth Advisors, LLC | $540.3K | 8,627 | 0.12% | 4q | +9.6%+$47.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $535.9K | 8,556 | 0.03% | 23q | HELD |
| Integrated Wealth Concepts LLC | $526.4K | 8,405 | 0.00% | 2q | +4.8%+$24.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $526.3K | 8,403 | 0.01% | 11q | HELD |
| New England Private Wealth Advisors LLC | $515.9K | 8,562 | 0.05% | 5q | HELD |
| Focus Partners Wealth | $508.9K | 8,125 | 0.00% | 7q | +2.9%+$14.3K |
| Quantinno Capital Management LP | $499.3K | 7,973 | 0.00% | 3q | +19.1%+$80.0K |
| Allworth Financial LP | $487.3K | 7,781 | 0.00% | 23q | +2.7%+$12.8K |
| Mariner, LLC | $477.5K | 7,623 | 0.00% | 19q | -60.2%-$723.0K |
Showing the largest 100 of 277 reported holders.
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 | 264 | $480.9M | 7,626,135 | 44 | 80 | 51 | 0.7% |
| Q1 2026 | 240 | $375.9M | 7,468,929 | 31 | 68 | 65 | 0.7% |
| Q4 2025 | 241 | $418.4M | 7,272,532 | 19 | 75 | 58 | 0.9% |
| Q3 2025 | 240 | $519.6M | 7,629,631 | 50 | 76 | 47 | 1.5% |
| Q2 2025 | 204 | $343.1M | 5,801,914 | 49 | 46 | 50 | 3.4% |
| Q1 2025 | 173 | $180.5M | 4,752,802 | 29 | 44 | 45 | 2.9% |
| Q4 2024 | 185 | $268.3M | 5,271,750 | 29 | 62 | 42 | 15.2% |
| Q3 2024 | 169 | $174.2M | 4,448,542 | 14 | 27 | 59 | 4.2% |
| Q2 2024 | 180 | $174.9M | 4,617,715 | 13 | 33 | 65 | 6.5% |
| Q1 2024 | 172 | $215.4M | 5,285,028 | 26 | 43 | 53 | 11.0% |
| Q4 2023 | 173 | $599.0M | 19,545,528 | 31 | 26 | 45 | 2.6% |
| Q3 2023 | 145 | $100.0M | 4,317,402 | 7 | 36 | 41 | 14.0% |
| Q2 2023 | 156 | $130.0M | 4,203,243 | 19 | 28 | 48 | 26.6% |
| Q1 2023 | 146 | $108.8M | 4,026,367 | 12 | 39 | 44 | 28.4% |
| Q4 2022 | 152 | $85.6M | 4,238,152 | 23 | 24 | 51 | 25.1% |
| Q3 2022 | 188 | $159.1M | 6,861,032 | 14 | 40 | 61 | 20.2% |
| Q2 2022 | 205 | $157.8M | 7,480,031 | 20 | 49 | 61 | 14.0% |
| Q1 2022 | 252 | $331.0M | 8,238,136 | 36 | 109 | 53 | 15.1% |
| Q4 2021 | 261 | $410.6M | 7,243,788 | 48 | 83 | 49 | 29.1% |
| Q3 2021 | 221 | $382.5M | 5,346,999 | 40 | 69 | 45 | 37.5% |
| Q2 2021 | 205 | $280.0M | 4,844,979 | 50 | 79 | 41 | 17.6% |
| Q1 2021 | 183 | $378.7M | 4,777,587 | 104 | 45 | 18 | 29.6% |
| Q4 2020 | 82 | $134.5M | 3,569,298 | 31 | 21 | 2 | 7.1% |
| Q3 2020 | 50 | $15.0M | 552,298 | 11 | 9 | 6 | 9.3% |
| Q2 2020 | 46 | $12.4M | 564,690 | 8 | 9 | 7 | 7.3% |
| Q1 2020 | 44 | $8.7M | 558,908 | 5 | 7 | 11 | 0.0% |
| Q4 2019 | 49 | $12.0M | 631,752 | 1 | 7 | 13 | 0.0% |
| Q3 2019 | 48 | $11.2M | 602,872 | 2 | 10 | 12 | 2.2% |
| Q2 2019 | 52 | $12.1M | 614,199 | 6 | 7 | 15 | 6.4% |
| Q1 2019 | 53 | $12.4M | 686,505 | 3 | 8 | 18 | 1.5% |
| Q4 2018 | 55 | $12.7M | 836,921 | 1 | 2 | 2 | 2.7% |