AMPLIFY ETF TR (IDVO)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
122
Reporting holders
$487.6M
Reported value
0.0%
Held as options
+16
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 | $95.9M | 2,283,788 | 0.03% | 7q | +13.8%+$11.7M |
| CPC Advisors, LLC | $52.8M | 1,256,789 | 7.12% | 4q | +12579.5%+$52.4M |
| LPL Financial LLC | $41.9M | 997,619 | 0.01% | 12q | +27.6%+$9.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | $26.9M | 639,968 | 0.42% | 11q | +2.1%+$565.1K |
| OSAIC HOLDINGS, INC. | $25.8M | 614,472 | 0.03% | 14q | +24.4%+$5.1M |
| Principle Wealth Partners LLC | $19.8M | 472,356 | 0.98% | 5q | +12.1%+$2.1M |
| STIFEL FINANCIAL CORP | $19.2M | 456,668 | 0.02% | 11q | +11.8%+$2.0M |
| MORGAN STANLEY | $18.1M | 431,833 | 0.00% | 8q | +94393.0%+$18.1M |
| Sequoia Financial Advisors, LLC | $17.7M | 422,510 | 0.09% | 3q | -14.7%-$3.1M |
| UBS Group AG | $14.5M | 346,337 | 0.00% | 9q | +2.5%+$353.3K |
| ROYAL BANK OF CANADA | $9.9M | 235,435 | 0.00% | 13q | +139.1%+$5.8M |
| CARY STREET PARTNERS FINANCIAL LLC | $9.7M | 230,381 | 0.21% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 223,609 | 0.01% | 11q | +4.1%+$370.8K |
| Elmwood Wealth Management, Inc. | $8.6M | 205,229 | 2.16% | 11q | +1.8%+$155.9K |
| ARQ WEALTH ADVISORS, LLC | $7.1M | 164,798 | 0.88% | new | NEW |
| EverSource Wealth Advisors, LLC | $6.9M | 165,082 | 0.23% | 7q | +6.0%+$390.3K |
| Steward Partners Investment Advisory, LLC | $6.0M | 143,993 | 0.03% | 14q | +4.5%+$261.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 139,950 | 0.00% | 3q | +22.2%+$1.1M |
| TRUIST FINANCIAL CORP | $5.7M | 135,849 | 0.01% | 5q | +3.9%+$212.6K |
| Atlas Wealth LLC | $5.4M | 127,500 | 0.76% | 2q | +15.2%+$707.3K |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 123,897 | 0.00% | 5q | -9.0%-$516.3K |
| IAM Advisory, LLC | $4.4M | 103,899 | 0.85% | 2q | +4.4%+$184.3K |
| Proficio Capital Partners LLC | $4.3M | 101,520 | 0.15% | 3q | +60.6%+$1.6M |
| Baird Financial Group, Inc. | $4.0M | 94,185 | 0.01% | 2q | +101.4%+$2.0M |
| Visionary Wealth Advisors | $3.9M | 91,960 | 0.15% | 11q | +13.9%+$472.2K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.8M | 90,798 | 1.85% | 9q | +0.9%+$32.9K |
| SAGESPRING WEALTH PARTNERS, LLC | $2.7M | 65,126 | 0.04% | 2q | +11.1%+$274.2K |
| Retirement Planning Group, LLC | $2.7M | 65,021 | 0.07% | 2q | +15.3%+$362.0K |
| Pasadena Private Wealth, LLC | $2.2M | 52,424 | 0.28% | 5q | +24.3%+$430.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 48,847 | 0.00% | 6q | +29.3%+$468.6K |
| CAP Partners, LLC | $2.0M | 46,446 | 0.95% | 11q | +2.4%+$45.4K |
| Capital Investment Advisory Services, LLC | $1.9M | 45,214 | 0.12% | 13q | +7.2%+$127.9K |
| NewEdge Advisors, LLC | $1.7M | 41,073 | 0.01% | new | NEW |
| URS Advisory LLC | $1.6M | 37,539 | 0.88% | 2q | -39.5%-$1.0M |
| Northwest Financial Advisors | $1.5M | 35,333 | 0.20% | 11q | -4.0%-$61.7K |
| Snowden Capital Advisors LLC | $1.5M | 34,852 | 0.03% | 5q | +6.4%+$88.6K |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 34,521 | 0.00% | 5q | +36.7%+$385.4K |
| Navis Wealth Advisors, LLC | $1.3M | 31,726 | 0.51% | new | NEW |
| OLD MISSION CAPITAL LLC | $1.3M | 31,455 | 0.02% | 2q | -41.7%-$946.3K |
| Carr Financial Group Corp | $1.3M | 30,289 | 0.29% | 3q | +9.2%+$107.6K |
| WEST MICHIGAN ADVISORS, LLC | $1.3M | 30,902 | 0.13% | 11q | HELD |
| Private Advisor Group, LLC | $1.2M | 28,527 | 0.01% | 2q | +35.9%+$316.3K |
| Karras Company, Inc. | $1.2M | 28,420 | 1.08% | 3q | +44.8%+$369.3K |
| MILESTONE ASSET MANAGEMENT, LLC | $1.1M | 26,298 | 0.17% | new | NEW |
| US BANCORP \DE\ | $1.1M | 25,881 | 0.00% | 2q | +57.7%+$398.0K |
| JPMORGAN CHASE & CO | $1.0M | 25,002 | 0.00% | 3q | +43006.9%+$1.0M |
| Bright Futures Wealth Management, LLC. | $1.0M | 24,527 | 0.67% | 2q | -10.6%-$121.8K |
| Savvy Advisors, Inc. | $1.0M | 24,310 | 0.02% | 3q | -3.3%-$34.5K |
| JOHNSON INVESTMENT COUNSEL INC | $966.6K | 23,015 | 0.01% | 2q | HELD |
| Institute for Wealth Management, LLC. | $964.3K | 22,959 | 0.09% | 3q | +48.4%+$314.6K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $953.8K | 22,709 | 0.19% | new | NEW |
| Farther Finance Advisors, LLC | $950.8K | 22,637 | 0.01% | 5q | -9.2%-$96.1K |
| Embree Financial Group | $905.9K | 21,570 | 0.09% | 5q | +34.5%+$232.5K |
| HARBOUR INVESTMENTS, INC. | $902.7K | 21,492 | 0.01% | 2q | +122.7%+$497.4K |
| Hilltop Holdings Inc. | $858.9K | 20,451 | 0.07% | 2q | -0.9%-$7.8K |
| Goldstone Financial Group, LLC | $808.8K | 19,256 | 0.07% | 9q | -6.2%-$53.3K |
| HBK Sorce Advisory LLC | $682.5K | 15,932 | 0.01% | 5q | +41.3%+$199.5K |
| Reliant Wealth Planning | $631.2K | 15,028 | 0.17% | 2q | +62.6%+$243.1K |
| Kestra Advisory Services, LLC | $616.7K | 14,684 | 0.00% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $577.0K | 13,739 | 0.02% | 2q | +36.7%+$155.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $474.5K | 11,298 | 0.00% | 2q | +100.0%+$237.2K |
| INTEGRITY ALLIANCE, LLC. | $463.4K | 11,033 | 0.01% | 2q | +79.4%+$205.0K |
| UMB Bank, n.a. | $453.6K | 10,800 | 0.01% | 3q | HELD |
| Equitable Holdings, Inc. | $449.3K | 10,697 | 0.00% | 2q | +12.2%+$48.8K |
| Arkadios Wealth Advisors | $440.4K | 10,487 | 0.01% | 3q | +24.4%+$86.4K |
| Sigma Planning Corp | $425.7K | 10,135 | 0.01% | new | NEW |
| Strategic Wealth Partners, Ltd. | $375.2K | 8,933 | 0.02% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $372.0K | 8,991 | 0.02% | new | NEW |
| Redwood Family Wealth LLC | $367.4K | 8,747 | 0.32% | 3q | -5.0%-$19.3K |
| Atria Investments, Inc | $358.5K | 8,535 | 0.00% | 2q | +27.1%+$76.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $353.5K | 8,417 | 0.01% | 2q | +18.8%+$55.9K |
| Mariner, LLC | $348.6K | 8,300 | 0.00% | new | NEW |
| Marion Wealth Management | $330.0K | 7,857 | 0.07% | 2q | +37.0%+$89.0K |
| FLAGSTAR SECURITIES, INC | $309.8K | 7,375 | 0.09% | new | NEW |
| Tidemark, LLC | $294.4K | 7,010 | 0.07% | 10q | +3.3%+$9.3K |
| PFG Investments, LLC | $283.8K | 6,757 | 0.01% | 2q | -6.8%-$20.7K |
| HighTower Advisors, LLC | $282.5K | 6,727 | 0.00% | new | NEW |
| HighPoint Advisor Group LLC | $267.8K | 6,377 | 0.01% | 2q | +4.4%+$11.2K |
| LifeGoal Investments, LLC | $265.1K | 6,313 | 0.12% | new | NEW |
| WELLS FARGO & COMPANY/MN | $257.0K | 6,119 | 0.00% | 5q | +305850.0%+$256.9K |
| Capital Wealth Planning, LLC | $241.4K | 5,747 | 0.00% | new | NEW |
| BENJAMIN EDWARDS INC | $231.4K | 5,509 | 0.00% | 2q | +9.4%+$19.9K |
| Bison Wealth, LLC | $220.9K | 5,237 | 0.02% | 2q | +10.0%+$20.0K |
| MONECO ADVISORS, LLC | $215.6K | 5,133 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $214.2K | options only | 0.00% | 2q | OPTIONS |
| Brookstone Capital Management | $214.1K | 5,096 | 0.00% | new | NEW |
| Mission Hills Financial Advisory, LLC | $212.1K | 5,051 | 0.09% | new | NEW |
| Avidian Wealth Enterprises, LLC | $203.7K | 4,850 | 0.01% | new | NEW |
| Trexquant Investment LP | $203.5K | 4,846 | 0.00% | new | NEW |
| Clear Trail Advisors, LLC | $203.2K | 4,839 | 0.03% | 3q | -11.3%-$25.8K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $201.0K | 4,786 | 0.03% | new | NEW |
| SIMPLEX TRADING, LLC | $163.3K | 3,887 | 0.00% | 2q | -38.8%-$103.5K |
| Pinnacle Bancorp, Inc. | $144.0K | 3,428 | 0.04% | 4q | HELD |
| AdvisorNet Financial, Inc | $131.2K | 3,125 | 0.01% | 9q | HELD |
| FIFTH THIRD BANCORP | $102.4K | 2,439 | 0.00% | 2q | +143.9%+$60.4K |
| Noble Wealth Management PBC | $88.2K | 2,100 | 0.04% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $84.0K | 2,000 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $76.7K | 1,825 | 0.00% | 7q | HELD |
| Ancora Advisors LLC | $67.4K | 1,604 | 0.00% | 5q | -18.1%-$14.9K |
| Global Retirement Partners, LLC | $58.5K | 1,392 | 0.00% | new | NEW |
Showing the largest 100 of 128 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 | 122 | $487.6M | 11,602,124 | 30 | 57 | 19 | 0.0% |
| Q1 2026 | 106 | $347.0M | 8,562,771 | 48 | 38 | 13 | 0.1% |
| Q4 2025 | 63 | $219.0M | 5,705,804 | 16 | 27 | 8 | 0.0% |
| Q3 2025 | 45 | $178.7M | 4,795,170 | 6 | 29 | 5 | 0.0% |
| Q2 2025 | 46 | $134.2M | 3,905,572 | 15 | 18 | 7 | 0.0% |
| Q1 2025 | 31 | $101.9M | 3,240,550 | 6 | 17 | 4 | 0.0% |
| Q4 2024 | 31 | $72.7M | 2,437,675 | 3 | 17 | 5 | 0.0% |
| Q3 2024 | 30 | $69.2M | 2,247,705 | 3 | 18 | 4 | 0.0% |
| Q2 2024 | 29 | $60.9M | 2,003,125 | 7 | 16 | 1 | 0.0% |
| Q1 2024 | 24 | $53.4M | 1,749,397 | 4 | 15 | 3 | 0.0% |
| Q4 2023 | 21 | $41.7M | 1,450,105 | 9 | 3 | 3 | 0.0% |
| Q3 2023 | 12 | $14.2M | 528,976 | 4 | 6 | 1 | 0.0% |
| Q2 2023 | 12 | $6.1M | 220,097 | 7 | 4 | 1 | 0.0% |
| Q1 2023 | 8 | $5.1M | 187,105 | 5 | 1 | 2 | 0.0% |
| Q4 2022 | 4 | $791.7K | 34,851 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $1.2M | 53,676 | 3 | 0 | 0 | 0.0% |