AMPLIFY ETF TR (ETHO)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
60
Reporting holders
$44.3M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| 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 |
| Envestnet Portfolio Solutions, Inc. | $5.0M | 62,072 | 0.02% | 10q | +23.1%+$940.5K |
| 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 |
| 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 |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $410.0K | 5,086 | 0.00% | 10q | -2.6%-$11.1K |
| 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 |
| 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 |
| 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 |
| NATURAL INVESTMENTS, LLC | $3.5K | 43,995 | 0.78% | 3q | -2.8% |
| Aptus Capital Advisors, LLC | $806 | 10 | 0.00% | 10q | HELD |
| ASSETMARK, INC | $725 | 9 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $448 | 5,556 | 0.00% | new | NEW |
| R. W. Roge & Company, Inc. | $236 | 2,933 | 0.10% | new | NEW |
| WELLS FARGO & COMPANY/MN | $24 | 0 | 0.00% | 10q | HELD |
| TSFG, LLC | $16 | 201 | 0.00% | 7q | 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 | 60 | $44.3M | 549,003 | 8 | 14 | 17 | 0.0% |
| Q1 2026 | 61 | $36.9M | 556,636 | 5 | 16 | 19 | 0.0% |
| Q4 2025 | 59 | $37.8M | 577,606 | 4 | 17 | 17 | 0.0% |
| Q3 2025 | 59 | $55.4M | 720,634 | 6 | 8 | 20 | 0.0% |
| Q2 2025 | 59 | $36.2M | 623,007 | 5 | 14 | 13 | 0.0% |
| Q1 2025 | 57 | $33.9M | 615,694 | 6 | 11 | 21 | 0.0% |
| Q4 2024 | 60 | $44.7M | 747,920 | 4 | 17 | 15 | 0.0% |
| Q3 2024 | 56 | $43.7M | 729,120 | 6 | 13 | 10 | 0.0% |
| Q2 2024 | 53 | $38.0M | 672,767 | 7 | 10 | 11 | 0.0% |
| Q1 2024 | 49 | $36.1M | 616,647 | 49 | 0 | 0 | 0.0% |