AMPLIFY ETF TR (DIVO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
399
Reporting holders
$4.1B
Reported value
5.8%
Held as options
+18
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 | $810.1M | 17,725,971 | 0.22% | 7q | +2.7%+$21.1M |
| LPL Financial LLC | $399.3M | 8,737,758 | 0.09% | 26q | +6.7%+$25.1M |
| MORGAN STANLEY | $200.3M | 4,382,022 | 0.01% | 19q | +24.7%+$39.7M |
| ENVESTNET ASSET MANAGEMENT INC | $166.1M | 3,635,616 | 0.04% | 22q | +8.9%+$13.5M |
| Retirement Planning Group, LLC | $157.1M | 3,438,086 | 3.99% | 12q | +8.1%+$11.8M |
| GROUP ONE TRADING LLC | $130.4M | options only | 0.18% | 7q | OPTIONS |
| HighTower Advisors, LLC | $91.5M | 2,001,663 | 0.09% | 26q | -7.0%-$6.9M |
| ROYAL BANK OF CANADA | $86.6M | 1,894,021 | 0.01% | 31q | +6.4%+$5.2M |
| UBS Group AG | $84.5M | 1,848,938 | 0.01% | 19q | +6.6%+$5.2M |
| WELLS FARGO & COMPANY/MN | $82.0M | 1,793,299 | 0.01% | 19q | -30.9%-$36.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $81.4M | 1,761,178 | 0.14% | 16q | -9.3%-$8.3M |
| TRUIST FINANCIAL CORP | $65.5M | 1,432,811 | 0.08% | 24q | +2.5%+$1.6M |
| OSAIC HOLDINGS, INC. | $61.7M | 1,344,597 | 0.07% | 24q | +5.8%+$3.4M |
| IMC-Chicago, LLC | $59.4M | options only | 0.01% | 10q | OPTIONS |
| CPC Advisors, LLC | $58.1M | 1,270,411 | 7.83% | 17q | +3.7%+$2.1M |
| Cetera Investment Advisers | $51.0M | 1,115,038 | 0.05% | 18q | +5.5%+$2.7M |
| Reliant Wealth Planning | $50.5M | 1,104,334 | 13.88% | 3q | +4.3%+$2.1M |
| STIFEL FINANCIAL CORP | $49.0M | 1,071,882 | 0.04% | 21q | +18.6%+$7.7M |
| MBL Wealth, LLC | $46.9M | 1,025,761 | 3.20% | 20q | +4.5%+$2.0M |
| Merit Financial Group, LLC | $39.5M | 864,178 | 0.12% | 4q | +101.5%+$19.9M |
| BANK OF AMERICA CORP /DE/ | $37.5M | 820,020 | 0.00% | 10q | +60.6%+$14.1M |
| Stratos Investment Management, LLC | $34.0M | 743,952 | 1.23% | 9q | +3.2%+$1.0M |
| Private Advisor Group, LLC | $32.0M | 699,559 | 0.15% | 27q | +6.0%+$1.8M |
| Sequoia Financial Advisors, LLC | $28.7M | 628,175 | 0.14% | 3q | -11.6%-$3.8M |
| Steward Partners Investment Advisory, LLC | $25.7M | 562,195 | 0.13% | 24q | -8.3%-$2.3M |
| NBZ Investment Advisors LLC | $24.2M | 528,957 | 9.42% | 7q | HELD |
| Northwest Financial Advisors | $22.1M | 483,030 | 2.94% | 11q | +996.0%+$20.1M |
| CIBC Bancorp USA Inc. | $22.0M | options only | 0.03% | 3q | OPTIONS |
| NewEdge Advisors, LLC | $21.4M | 468,004 | 0.06% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $21.3M | 466,800 | 0.02% | 2q | +302.1%+$16.0M |
| ForthRight Wealth Management, LLC | $21.3M | 466,125 | 5.45% | 23q | +11.8%+$2.2M |
| Prostatis Group LLC | $20.9M | 457,179 | 4.87% | 22q | -2.5%-$539.9K |
| Hibernia Wealth Partners, LLC | $20.2M | 441,039 | 10.92% | 12q | -49.3%-$19.6M |
| Summit Financial, LLC | $19.8M | 433,566 | 0.22% | 4q | +6.3%+$1.2M |
| SIMPLEX TRADING, LLC | $19.7M | 236 | 0.01% | 18q | -92.9%-$257.5M |
| Second Half Financial Partners, LLC | $18.9M | 412,651 | 7.73% | 7q | HELD |
| Clear Trail Advisors, LLC | $18.8M | 412,141 | 2.87% | 3q | +3.3%+$594.1K |
| Marshall Financial Group, LLC | $18.7M | 408,662 | 2.72% | 4q | +5.7%+$1.0M |
| Bank of New York Mellon Corp | $16.6M | 363,006 | 0.00% | 15q | HELD |
| MGO ONE SEVEN LLC | $15.5M | 339,833 | 0.26% | 11q | +6.5%+$944.5K |
| Equitable Holdings, Inc. | $15.5M | 339,127 | 0.09% | 15q | +38.4%+$4.3M |
| BENJAMIN EDWARDS INC | $15.2M | 333,442 | 0.14% | 9q | +7.1%+$1.0M |
| Mesirow Financial Investment Management, Inc. | $15.2M | 333,110 | 0.24% | 7q | +12.5%+$1.7M |
| WEST MICHIGAN ADVISORS, LLC | $15.2M | 339,021 | 1.55% | 19q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.2M | 331,865 | 0.01% | 12q | -13.3%-$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 326,017 | 0.02% | 19q | +9.1%+$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $14.6M | 319,188 | 0.01% | 7q | +74.5%+$6.2M |
| CARY STREET PARTNERS FINANCIAL LLC | $14.1M | 307,581 | 0.31% | 7q | -9.7%-$1.5M |
| Financial Designs Corp | $14.0M | 305,384 | 7.48% | 11q | +1.5%+$205.7K |
| Altus Wealth Group LLC | $13.8M | 300,980 | 4.97% | 22q | +2.5%+$341.0K |
| MML INVESTORS SERVICES, LLC | $13.7M | 299,959 | 0.03% | 13q | +33.0%+$3.4M |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $12.9M | 282,884 | 1.88% | 3q | +23.9%+$2.5M |
| NCM Capital Management, LLC | $12.6M | 275,952 | 3.89% | 19q | HELD |
| Foguth Wealth Management, LLC. | $12.5M | 270,616 | 1.42% | 8q | +128.2%+$7.0M |
| AMERIPRISE FINANCIAL INC | $12.4M | 270,361 | 0.00% | 5q | +1618.5%+$11.6M |
| Visionary Wealth Advisors | $11.6M | 253,111 | 0.46% | 19q | +2.5%+$284.4K |
| Souders Financial Advisors | $11.6M | 252,996 | 1.16% | 20q | +5.6%+$615.8K |
| Tower Wealth Partners, Inc. | $11.4M | 248,573 | 5.61% | 16q | HELD |
| Capital Investment Advisory Services, LLC | $11.1M | 242,885 | 0.69% | 19q | -2.4%-$268.3K |
| Jefferies Financial Group Inc. | $10.3M | 226,093 | 0.07% | 5q | +310.2%+$7.8M |
| Rockefeller Capital Management L.P. | $10.0M | 219,540 | 0.02% | 18q | +39.8%+$2.9M |
| Investors Research Corp | $9.3M | 203,662 | 1.67% | 29q | +2.8%+$249.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $9.0M | 197,888 | 0.14% | 10q | +3.4%+$298.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $9.0M | 195,920 | 0.10% | 19q | -0.8%-$70.2K |
| SAGESPRING WEALTH PARTNERS, LLC | $8.9M | 194,258 | 0.14% | 7q | HELD |
| MTM Investment Management, LLC | $8.9M | 194,245 | 2.53% | 20q | +3.5%+$298.4K |
| Security National Bank | $8.7M | 190,012 | 1.04% | 4q | +7.8%+$631.5K |
| Magnus Financial Group LLC | $8.5M | 186,746 | 0.60% | 20q | +1.8%+$148.0K |
| Carter Financial Group, INC. | $8.3M | 181,372 | 4.30% | 6q | +0.8%+$63.6K |
| Moran Wealth Management, LLC | $7.8M | 170,207 | 0.21% | 13q | +23.7%+$1.5M |
| Snowden Capital Advisors LLC | $7.7M | 167,536 | 0.18% | 10q | +1.9%+$143.8K |
| Element Wealth, LLC | $7.6M | 165,541 | 2.83% | 22q | -2.4%-$186.0K |
| Phoenix Wealth Advisors | $7.5M | 163,261 | 2.52% | 23q | -3.0%-$227.7K |
| ARQ WEALTH ADVISORS, LLC | $7.1M | 152,201 | 0.88% | new | NEW |
| Ausdal Financial Partners, Inc. | $7.1M | 154,874 | 0.28% | 23q | HELD |
| RiverTree Advisors, LLC | $7.1M | 154,574 | 4.17% | 22q | +4.7%+$317.6K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $7.0M | 153,830 | 2.20% | 18q | +2.6%+$180.9K |
| Regal Investment Advisors LLC | $7.0M | 152,773 | 0.36% | 18q | -7.4%-$561.8K |
| Peak Planning Group, LLC | $7.0M | 152,710 | 1.57% | 6q | +32.7%+$1.7M |
| TBH Global Asset Management, LLC | $7.0M | 157,833 | 1.28% | 14q | +65.4%+$2.8M |
| Trilogy Capital Inc. | $6.8M | 148,675 | 0.26% | 15q | +2.2%+$144.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.6M | 144,585 | 0.32% | 4q | -3.0%-$204.1K |
| EverSource Wealth Advisors, LLC | $6.6M | 144,310 | 0.22% | 10q | -6.1%-$425.5K |
| HighPoint Advisor Group LLC | $6.4M | 140,208 | 0.23% | 3q | +2.3%+$144.4K |
| Wealthcare Advisory Partners LLC | $6.2M | 135,377 | 0.12% | 5q | +6.9%+$396.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $6.2M | 135,367 | 0.11% | 4q | -2.5%-$157.9K |
| Vestmark Advisory Solutions, Inc. | $6.1M | 134,351 | 0.06% | 4q | -3.1%-$197.1K |
| Prota Financial, LLC | $6.1M | 133,769 | 4.03% | 3q | -1.7%-$105.5K |
| &PARTNERS | $6.1M | 130,236 | 0.03% | 4q | +26.3%+$1.3M |
| SIERRA OCEAN, LLC | $6.0M | 132,366 | 4.19% | 7q | +3.4%+$196.4K |
| Ascentis Wealth Management, LLC | $5.9M | 2,322,423 | 0.30% | 6q | +5542.0%+$5.8M |
| Allred Capital Management, LLC | $5.7M | 123,683 | 1.86% | 13q | +22.4%+$1.0M |
| Meridian Wealth Advisors, LLC | $5.6M | 122,878 | 0.64% | 21q | +16.6%+$797.7K |
| JPMORGAN CHASE & CO | $5.6M | 121,874 | 0.00% | 9q | +34.0%+$1.4M |
| Farrow Financial, Inc. | $5.4M | 117,539 | 2.87% | 11q | +2.9%+$149.1K |
| Arax Advisory Partners | $5.3M | 115,997 | 0.04% | new | NEW |
| Cassady Wealth & Retirement Planning, LLC | $5.3M | 115,977 | 2.46% | 3q | +9.8%+$470.9K |
| VICTORY FINANCIAL GROUP, LLC | $5.2M | 114,299 | 0.55% | 7q | +2.2%+$111.1K |
| Good Steward Wealth Advisors,LLC | $5.2M | 114,208 | 3.15% | 6q | HELD |
| Stonebrook Private Inc. | $5.1M | 112,329 | 0.94% | 11q | HELD |
Showing the largest 100 of 411 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 | 399 | $4.1B | 84,624,049 | 43 | 195 | 92 | 5.8% |
| Q1 2026 | 381 | $3.9B | 80,141,357 | 49 | 202 | 76 | 7.5% |
| Q4 2025 | 363 | $3.4B | 72,989,735 | 45 | 195 | 58 | 3.8% |
| Q3 2025 | 317 | $3.0B | 64,708,145 | 39 | 154 | 67 | 2.6% |
| Q2 2025 | 291 | $2.6B | 60,943,839 | 31 | 144 | 68 | 1.3% |
| Q1 2025 | 276 | $2.2B | 54,844,588 | 29 | 133 | 61 | 0.6% |
| Q4 2024 | 279 | $2.1B | 51,396,392 | 48 | 120 | 54 | 0.8% |
| Q3 2024 | 236 | $2.0B | 47,884,309 | 16 | 103 | 69 | 0.4% |
| Q2 2024 | 244 | $1.9B | 46,489,236 | 33 | 110 | 60 | 0.6% |
| Q1 2024 | 230 | $1.7B | 43,000,786 | 28 | 88 | 79 | 1.2% |
| Q4 2023 | 228 | $1.6B | 43,188,357 | 23 | 68 | 86 | 0.1% |
| Q3 2023 | 199 | $1.4B | 41,402,234 | 19 | 75 | 73 | 0.2% |
| Q2 2023 | 200 | $1.4B | 38,174,981 | 17 | 89 | 66 | 0.6% |
| Q1 2023 | 201 | $1.4B | 39,002,390 | 25 | 98 | 42 | 0.6% |
| Q4 2022 | 182 | $1.2B | 32,832,897 | 44 | 79 | 31 | 0.3% |
| Q3 2022 | 164 | $849.5M | 25,999,667 | 23 | 92 | 26 | 1.9% |
| Q2 2022 | 154 | $638.9M | 18,644,941 | 30 | 81 | 30 | 2.1% |
| Q1 2022 | 141 | $526.3M | 13,925,108 | 26 | 79 | 22 | 1.1% |
| Q4 2021 | 126 | $368.1M | 9,422,470 | 29 | 62 | 17 | 1.8% |
| Q3 2021 | 89 | $250.7M | 6,976,542 | 25 | 46 | 13 | 2.8% |
| Q2 2021 | 72 | $211.7M | 5,683,031 | 15 | 41 | 10 | 3.7% |
| Q1 2021 | 65 | $164.8M | 4,383,250 | 25 | 31 | 5 | 8.2% |
| Q4 2020 | 47 | $95.9M | 2,878,214 | 10 | 27 | 3 | 1.5% |
| Q3 2020 | 36 | $48.5M | 1,560,162 | 17 | 13 | 3 | 0.7% |
| Q2 2020 | 20 | $18.0M | 598,504 | 7 | 6 | 3 | 1.3% |
| Q1 2020 | 14 | $14.0M | 517,478 | 4 | 5 | 2 | 0.5% |
| Q4 2019 | 10 | $9.1M | 279,971 | 2 | 5 | 0 | 0.0% |
| Q3 2019 | 13 | $12.0M | 374,506 | 3 | 3 | 1 | 0.1% |
| Q2 2019 | 14 | $12.9M | 404,056 | 4 | 4 | 2 | 0.6% |
| Q1 2019 | 10 | $8.8M | 276,510 | 2 | 4 | 2 | 0.9% |
| Q4 2018 | 8 | $4.7M | 172,834 | 0 | 0 | 0 | 2.0% |