HolderBook

AMPLIFY ETF TR (IDVO)

Institutional ownership reported to the SEC as of Q3 2026, across 17 quarters.

5
Reporting holders
$1.6M
Reported value
0.0%
Calls
0.0%
Puts
-122
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

Download these holders as CSV

FilerValueShares Their book Held Change
Farther Finance Advisors, LLC$955.0K22,9900.01%6q+1.6%+$14.7K
LifeGoal Investments, LLC$263.1K6,3330.08%2qHELD
Avidian Wealth Enterprises, LLC$201.5K4,8500.01%2qHELD
Noble Wealth Management PBC$87.2K2,1000.04%2qHELD
Wealth Enhancement Trust Services, Inc.$83.1K2,0000.01%2qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20265$1.6M38,2730100.0%
Q2 2026127$538.7M12,814,8113161190.1%
Q1 2026110$381.1M9,405,8535040130.1%
Q4 202566$248.6M6,478,902172980.0%
Q3 202549$205.9M5,526,46763350.0%
Q2 202550$157.6M4,586,378162080.0%
Q1 202534$122.6M3,897,38861940.0%
Q4 202434$88.5M2,965,24232050.0%
Q3 202433$84.5M2,745,03441950.0%
Q2 202431$79.1M2,602,76171810.0%
Q1 202426$70.0M2,293,88441730.0%
Q4 202323$55.0M1,911,53210430.0%
Q3 202313$23.9M892,8465610.0%
Q2 202312$6.1M220,0977410.0%
Q1 20238$5.1M187,1055120.0%
Q4 20224$902.5K34,8512110.0%
Q3 20223$1.2M53,6763000.0%