AMPLIFY ETF TR (ETHO)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
65
Reporting holders
$54.0M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | $10.0M | 124,144 | 0.02% | 10q | +146.3%+$5.9M |
| BAILARD, INC. | $5.7M | 70,108 | 0.12% | 9q | +5.2%+$278.6K |
| WCG Wealth Advisors LLC | $5.2M | 64,934 | 0.12% | 9q | +5.4%+$266.9K |
| NATURAL INVESTMENTS, LLC | $3.5M | 43,995 | 0.78% | 3q | -2.8%-$103.7K |
| LPL Financial LLC | $3.5M | 43,053 | 0.00% | 10q | +8.5%+$272.9K |
| Modern Wealth Management, LLC | $3.1M | 38,457 | 0.04% | 5q | -12.5%-$441.7K |
| PFG Investments, LLC | $2.3M | 28,989 | 0.09% | 10q | +135.5%+$1.3M |
| Stonehearth Capital Management, LLC | $1.8M | 22,052 | 0.61% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $1.7M | 20,476 | 0.00% | 10q | +150.5%+$991.7K |
| Walkner Condon Financial Advisors LLC | $1.1M | 13,664 | 0.13% | 8q | -3.2%-$36.4K |
| Arnhold LLC | $935.9K | 11,610 | 0.07% | 10q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $844.9K | 10,481 | 0.00% | 10q | -3.1%-$27.2K |
| ENVESTNET ASSET MANAGEMENT INC | $819.9K | 10,172 | 0.00% | 10q | +94.7%+$398.8K |
| Impact Investors, Inc | $805.9K | 9,997 | 0.59% | 5q | -4.2%-$35.1K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $730.7K | 9,064 | 0.01% | 10q | -23.4%-$223.7K |
| Marks Group Wealth Management, Inc | $652.1K | 8,090 | 0.06% | 10q | HELD |
| SGL Investment Advisors, Inc. | $635.3K | 7,710 | 0.22% | 8q | -2.6%-$16.6K |
| First Pacific Financial | $571.0K | 7,084 | 0.07% | 8q | -16.5%-$112.5K |
| Quantinno Capital Management LP | $567.1K | 7,035 | 0.00% | 2q | HELD |
| FSM Wealth Advisors, LLC | $561.7K | 6,968 | 0.06% | 5q | -6.3%-$38.0K |
| Ethic Inc. | $545.8K | 6,771 | 0.01% | 10q | -1.9%-$10.6K |
| RAYMOND JAMES FINANCIAL INC | $490.0K | 6,079 | 0.00% | 3q | +29.8%+$112.5K |
| Sonoma Private Wealth LLC | $487.3K | 6,045 | 0.52% | 10q | HELD |
| Kestra Advisory Services, LLC | $471.8K | 5,853 | 0.00% | 10q | -5.3%-$26.5K |
| Allegheny Financial Group | $465.6K | 5,775 | 0.05% | 10q | -1.9%-$8.9K |
| Enclave Advisors LLC | $459.7K | 5,703 | 0.06% | 8q | +21.9%+$82.6K |
| Cambridge Investment Research Advisors, Inc. | $448.0K | 5,556 | 0.00% | new | NEW |
| Creekside Partners | $447.9K | 5,556 | 0.16% | 9q | -1.6%-$7.2K |
| Cetera Investment Advisers | $419.1K | 5,199 | 0.00% | 6q | -4.7%-$20.8K |
| Atria Investments, Inc | $378.0K | 4,689 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $338.0K | 4,188 | 0.00% | 10q | HELD |
| WHITTIER TRUST CO | $332.9K | 4,170 | 0.00% | 10q | +11.4%+$34.2K |
| Ausdal Financial Partners, Inc. | $270.5K | 3,355 | 0.01% | 6q | HELD |
| Westfuller Advisors, LLC | $263.1K | 3,264 | 0.10% | 2q | +61.0%+$99.7K |
| BLAIR WILLIAM & CO/IL | $260.3K | 3,229 | 0.00% | 10q | +1.1%+$2.8K |
| Creative Planning | $236.2K | 2,930 | 0.00% | 10q | -29.9%-$100.5K |
| R. W. Roge & Company, Inc. | $236.0K | 2,933 | 0.10% | new | NEW |
| Lewis Asset Management, LLC | $228.9K | 2,840 | 0.08% | new | NEW |
| IFG Advisory, LLC | $225.4K | 2,797 | 0.01% | new | NEW |
| GGM Financial LLC | $219.2K | 2,719 | 0.08% | 4q | +334.3%+$168.7K |
| Mason & Associates Inc | $209.6K | 2,600 | 0.03% | new | NEW |
| Live Oak Investment Partners | $206.9K | 2,567 | 0.11% | new | NEW |
| Meramec Financial Planners, LLC | $183.7K | 2,334 | 0.07% | 3q | HELD |
| Evelyn Partners Group Ltd | $138.5K | 1,403 | 0.00% | new | FIRST |
| FRANKLIN RESOURCES INC | $131.0K | 1,625 | 0.00% | 10q | HELD |
| TFC Financial Management, Inc. | $129.0K | 1,601 | 0.01% | 6q | HELD |
| FMR LLC | $110.0K | 1,364 | 0.00% | 10q | -3.3%-$3.7K |
| 4Thought Financial Group Inc. | $97.7K | 1,212 | 0.05% | 10q | -3.8%-$3.9K |
| Buck Wealth Strategies, LLC | $85.7K | 1,063 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $84.2K | 1,044 | 0.00% | 4q | HELD |
| Federation des caisses Desjardins du Quebec | $76.2K | 945 | 0.00% | 10q | HELD |
| Robinswood Financial LLC | $73.4K | 911 | 0.02% | 10q | +17.2%+$10.8K |
| Westside Investment Management, Inc. | $40.3K | 500 | 0.01% | 2q | HELD |
| MORGAN STANLEY | $36.3K | 450 | 0.00% | 10q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $32.3K | 400 | 0.00% | 10q | HELD |
| Smartleaf Asset Management LLC | $30.8K | 386 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $16.1K | 200 | 0.00% | new | NEW |
| TSFG, LLC | $16.0K | 201 | 0.00% | 7q | HELD |
| Arax Advisory Partners | $10.6K | 132 | 0.00% | 10q | +100.0%+$5.3K |
| VANGUARD ADVISERS INC | $8.1K | 100 | 0.00% | new | NEW |
| Newton One Investments LLC | $4.5K | 55 | 0.00% | 7q | HELD |
| WELLINGTON-ALTUS USA INC. | $3.9K | 59 | 0.00% | 3q | HELD |
| Aptus Capital Advisors, LLC | $806 | 10 | 0.00% | 10q | HELD |
| ASSETMARK, INC | $725 | 9 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $24 | 0 | 0.00% | 10q | HELD |
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 | 65 | $54.0M | 668,905 | 10 | 15 | 17 | 0.0% |
| Q1 2026 | 65 | $39.9M | 602,392 | 6 | 17 | 19 | 0.0% |
| Q4 2025 | 65 | $40.7M | 622,666 | 6 | 18 | 19 | 0.0% |
| Q3 2025 | 64 | $56.8M | 741,418 | 6 | 8 | 24 | 0.0% |
| Q2 2025 | 65 | $40.0M | 688,328 | 5 | 16 | 16 | 0.0% |
| Q1 2025 | 63 | $38.3M | 696,029 | 8 | 12 | 24 | 0.0% |
| Q4 2024 | 66 | $49.6M | 829,788 | 6 | 18 | 17 | 0.0% |
| Q3 2024 | 61 | $48.1M | 803,727 | 6 | 15 | 12 | 0.0% |
| Q2 2024 | 58 | $42.3M | 748,302 | 8 | 11 | 13 | 0.0% |
| Q1 2024 | 53 | $39.4M | 673,136 | 53 | 0 | 0 | 0.0% |