AMPLIFY ETF TR (IBUY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
41
Reporting holders
$21.5M
Reported value
0.0%
Calls
0.0%
Puts
-4
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $4.0M | 57,377 | 0.00% | 31q | -4.7%-$196.7K |
| Moran Wealth Management, LLC | $2.9M | 41,625 | 0.08% | 6q | +20.3%+$485.3K |
| SFI Advisors, LLC | $2.5M | 36,416 | 2.17% | 19q | -5.7%-$153.5K |
| FLOW TRADERS U.S. LLC | $2.4M | 35,212 | 0.10% | 2q | +239.4%+$1.7M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | 35,082 | 0.00% | 31q | +92.2%+$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 27,585 | 0.00% | 4q | -0.8%-$16.3K |
| Ameritas Advisory Services, LLC | $1.1M | 16,614 | 0.02% | 3q | +46.3%+$363.4K |
| MORGAN STANLEY | $557.5K | 8,065 | 0.00% | 35q | +2.3%+$12.5K |
| RAYMOND JAMES FINANCIAL INC | $506.6K | 7,330 | 0.00% | 7q | -6.0%-$32.4K |
| GOLDMAN SACHS GROUP INC | $449.4K | 6,502 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $434.8K | 6,289 | 0.00% | 4q | HELD |
| Carter Financial Group, INC. | $312.3K | 4,518 | 0.16% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $285.0K | 4,123 | 0.00% | 26q | +14.4%+$35.9K |
| Cetera Investment Advisers | $236.0K | 3,415 | 0.00% | 15q | -41.6%-$168.0K |
| ROYAL BANK OF CANADA | $225.0K | 3,250 | 0.00% | 31q | +4.5%+$9.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $213.1K | 3,083 | 0.01% | new | NEW |
| AMERIPRISE FINANCIAL INC | $200.5K | 2,901 | 0.00% | 5q | -93.7%-$3.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $139.9K | 2,024 | 0.00% | 26q | +3.1%+$4.1K |
| Swisher Financial Concepts, Inc. | $97.4K | 1,409 | 0.06% | 5q | -66.9%-$196.7K |
| WELLS FARGO & COMPANY/MN | $90.5K | 1,310 | 0.00% | 30q | -50.3%-$91.8K |
| US BANCORP \DE\ | $75.5K | 1,093 | 0.00% | 14q | HELD |
| Larson Financial Group LLC | $69.8K | 1,009 | 0.00% | 3q | -1.0% |
| UBS Group AG | $50.8K | 735 | 0.00% | 6q | -38.8%-$32.2K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $48.7K | 705 | 0.01% | 31q | HELD |
| HARBOUR INVESTMENTS, INC. | $41.6K | 602 | 0.00% | 21q | -14.1%-$6.8K |
| Golden State Wealth Management, LLC | $41.5K | 600 | 0.00% | 6q | HELD |
| PRIVATE TRUST CO NA | $29.7K | 429 | 0.00% | 17q | HELD |
| Allworth Financial LP | $20.8K | 300 | 0.00% | 13q | HELD |
| Horizon Investments, LLC | $19.1K | 276 | 0.00% | 4q | -60.3%-$29.0K |
| JONES FINANCIAL COMPANIES LLLP | $16.3K | 234 | 0.00% | 3q | HELD |
| Elevated Capital Advisors, LLC | $15.2K | 220 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $13.8K | 200 | 0.00% | new | NEW |
| IFG Advisory, LLC | $5.5K | 80 | 0.00% | new | NEW |
| FINANCIAL CONSULATE, INC | $4.8K | 70 | 0.00% | 4q | HELD |
| SIMPLEX TRADING, LLC | $3.9K | 56 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $3.7K | 54 | 0.00% | 36q | HELD |
| FMR LLC | $2.9K | 42 | 0.00% | 26q | -16.0% |
| Qube Research & Technologies Ltd | $2.4K | 34 | 0.00% | 14q | -55.3%-$2.9K |
| VALLEY NATIONAL ADVISERS INC | $277 | 4 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $277 | 4 | 0.00% | 12q | HELD |
| SIGNATUREFD, LLC | $0 | 0 | 0.00% | 2q | -100.0% |
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 | 41 | $21.5M | 310,877 | 6 | 8 | 15 | 0.0% |
| Q1 2026 | 45 | $23.1M | 370,279 | 5 | 14 | 12 | 0.0% |
| Q4 2025 | 56 | $27.4M | 368,231 | 7 | 7 | 23 | 0.0% |
| Q3 2025 | 60 | $38.0M | 504,887 | 12 | 10 | 17 | 0.0% |
| Q2 2025 | 51 | $28.8M | 416,586 | 6 | 4 | 21 | 0.0% |
| Q1 2025 | 56 | $26.9M | 446,156 | 11 | 10 | 14 | 0.0% |
| Q4 2024 | 64 | $49.4M | 764,653 | 16 | 9 | 18 | 0.0% |
| Q3 2024 | 54 | $25.8M | 423,801 | 3 | 3 | 25 | 0.0% |
| Q2 2024 | 64 | $30.8M | 583,278 | 5 | 13 | 26 | 0.0% |
| Q1 2024 | 69 | $36.1M | 624,595 | 8 | 13 | 30 | 0.0% |
| Q4 2023 | 67 | $34.3M | 609,763 | 6 | 12 | 27 | 0.0% |
| Q3 2023 | 62 | $30.2M | 681,293 | 6 | 8 | 29 | 0.0% |
| Q2 2023 | 69 | $33.7M | 729,922 | 9 | 8 | 31 | 0.0% |
| Q1 2023 | 73 | $31.4M | 728,378 | 8 | 15 | 28 | 0.0% |
| Q4 2022 | 78 | $32.9M | 858,238 | 10 | 13 | 33 | 0.0% |
| Q3 2022 | 78 | $33.7M | 847,698 | 7 | 17 | 27 | 0.0% |
| Q2 2022 | 86 | $63.7M | 1,512,311 | 8 | 14 | 38 | 0.0% |
| Q1 2022 | 103 | $88.5M | 1,340,959 | 7 | 22 | 44 | 0.0% |
| Q4 2021 | 123 | $201.6M | 2,284,659 | 10 | 27 | 57 | 0.0% |
| Q3 2021 | 130 | $253.3M | 2,318,342 | 9 | 43 | 51 | 0.0% |
| Q2 2021 | 155 | $369.8M | 2,852,845 | 19 | 44 | 56 | 0.0% |
| Q1 2021 | 165 | $622.7M | 5,013,389 | 39 | 59 | 42 | 0.0% |
| Q4 2020 | 144 | $556.9M | 4,962,075 | 39 | 53 | 25 | 0.3% |
| Q3 2020 | 111 | $350.4M | 3,964,318 | 39 | 37 | 18 | 0.1% |
| Q2 2020 | 83 | $202.5M | 2,877,117 | 40 | 22 | 6 | 0.0% |
| Q1 2020 | 51 | $70.0M | 1,678,545 | 7 | 14 | 20 | 0.0% |
| Q4 2019 | 50 | $47.4M | 946,765 | 6 | 18 | 12 | 0.0% |
| Q3 2019 | 50 | $81.2M | 1,732,729 | 2 | 20 | 12 | 0.0% |
| Q2 2019 | 58 | $90.1M | 1,824,010 | 7 | 21 | 18 | 0.0% |
| Q1 2019 | 63 | $74.8M | 1,956,536 | 17 | 14 | 16 | 0.0% |
| Q4 2018 | 53 | $97.4M | 2,429,250 | 2 | 0 | 3 | 0.0% |