AMPLIFY ETF TR (IPAY)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
67
Reporting holders
$36.2M
Reported value
2.9%
Held as options
-6
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 |
|---|---|---|---|---|---|
| PNC Financial Services Group, Inc. | $8.2M | 178,615 | 0.00% | 8q | -3.0%-$258.2K |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $7.5M | 25,850 | 2.00% | 4q | -87.0%-$49.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 44,154 | 0.00% | 10q | -27.3%-$875.9K |
| Biltmore Family Office, LLC | $2.0M | 44,004 | 0.27% | 10q | -4.7%-$100.1K |
| LPL Financial LLC | $1.9M | 41,120 | 0.00% | 10q | -17.0%-$386.9K |
| ROYAL BANK OF CANADA | $1.8M | 38,595 | 0.00% | 10q | -7.1%-$135.9K |
| PRUDENTIAL PLC | $1.5M | 32,834 | 0.01% | 10q | -15.8%-$284.7K |
| GTS SECURITIES LLC | $975.1K | 21,151 | 0.02% | 7q | -48.4%-$913.1K |
| Northstar Group, Inc. | $857.3K | 18,596 | 0.11% | 3q | -13.5%-$133.7K |
| CITADEL ADVISORS LLC | $742.2K | options only | 0.00% | 2q | OPTIONS |
| OSAIC HOLDINGS, INC. | $738.1K | 16,008 | 0.00% | 10q | -2.4%-$17.8K |
| Cetera Investment Advisers | $638.0K | 13,839 | 0.00% | 10q | -6.0%-$40.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $619.1K | 13,430 | 0.00% | 10q | -4.0%-$25.8K |
| Prime Capital Investment Advisors, LLC | $523.9K | 11,364 | 0.01% | 9q | -9.3%-$53.4K |
| Focus Partners Wealth | $519.7K | 11,273 | 0.00% | 10q | -13.9%-$83.6K |
| STIFEL FINANCIAL CORP | $511.3K | 11,091 | 0.00% | 10q | -19.2%-$121.8K |
| RAYMOND JAMES FINANCIAL INC | $498.7K | 10,818 | 0.00% | 7q | -21.1%-$133.1K |
| Dynamic Advisor Solutions LLC | $455.8K | 9,887 | 0.01% | new | NEW |
| Corient Private Wealth LP | $434.7K | 9,430 | 0.00% | 6q | +100.0%+$217.4K |
| Wealthfront Advisers LLC | $395.3K | 8,575 | 0.00% | 9q | -12.4%-$56.1K |
| Financial Engines Advisors L.L.C. | $356.6K | 7,735 | 0.00% | 10q | -88.5%-$2.7M |
| OPPENHEIMER & CO INC | $344.5K | 7,472 | 0.00% | 2q | -5.1%-$18.4K |
| Savant Capital, LLC | $299.8K | 5,811 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $281.9K | 6,115 | 0.00% | 10q | HELD |
| Cerity Partners LLC | $260.0K | 5,633 | 0.00% | 2q | -60.7%-$401.6K |
| BANK OZK | $254.8K | 5,527 | 0.08% | 10q | HELD |
| Arkadios Wealth Advisors | $214.1K | 4,644 | 0.00% | 6q | -24.0%-$67.6K |
| MORGAN STANLEY | $161.5K | 3,503 | 0.00% | 10q | -24.7%-$53.0K |
| CITIGROUP INC | $128.8K | 2,795 | 0.00% | 10q | -14.9%-$22.5K |
| Advantage Trust Co | $92.2K | 2,000 | 0.03% | new | NEW |
| Integrated Wealth Concepts LLC | $75.3K | 1,634 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $65.6K | 1,422 | 0.00% | 10q | -8.1%-$5.8K |
| Parallel Advisors, LLC | $58.8K | 1,275 | 0.00% | 3q | -13.6%-$9.2K |
| BARCLAYS PLC | $54.5K | 1,182 | 0.00% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $50.9K | 1,104 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $50.2K | 1,090 | 0.00% | 2q | HELD |
| Banque Transatlantique SA | $49.4K | 1,071 | 0.00% | new | NEW |
| Bank of New Hampshire | $44.1K | 956 | 0.01% | 9q | HELD |
| Steward Partners Investment Advisory, LLC | $39.4K | 854 | 0.00% | 10q | -10.5%-$4.6K |
| HARBOUR INVESTMENTS, INC. | $27.0K | 586 | 0.00% | 2q | +1.9% |
| NATIONAL BANK OF CANADA /FI/ | $20.7K | 450 | 0.00% | 10q | -30.8%-$9.2K |
| Ancora Advisors LLC | $16.6K | 360 | 0.00% | 2q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $12.0K | 260 | 0.00% | 7q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.6K | 251 | 0.00% | 2q | HELD |
| Allworth Financial LP | $11.1K | 240 | 0.00% | 9q | HELD |
| Capital Investment Advisory Services, LLC | $11.1K | 240 | 0.00% | 10q | HELD |
| Hyposwiss Advisors SA | $11.0K | 250 | 0.01% | 3q | HELD |
| Qube Research & Technologies Ltd | $9.7K | 210 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $7.8K | 170 | 0.00% | 6q | HELD |
| Federation des caisses Desjardins du Quebec | $7.7K | 168 | 0.00% | 10q | HELD |
| Winch Advisory Services, LLC | $7.5K | 163 | 0.00% | 9q | HELD |
| Aptus Capital Advisors, LLC | $6.2K | 135 | 0.00% | 5q | HELD |
| IFG Advisory, LLC | $5.6K | 122 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $4.7K | 100 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $4.6K | 100 | 0.00% | 10q | HELD |
| United Financial Planning Group LLC | $3.8K | 83 | 0.00% | 2q | HELD |
| Tidemark, LLC | $3.4K | 73 | 0.00% | 10q | HELD |
| Elevated Capital Advisors, LLC | $2.1K | 45 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $1.8K | 40 | 0.00% | 5q | HELD |
| Darwin Wealth Management, LLC | $1.7K | 36 | 0.00% | 8q | -47.1%-$1.5K |
| FMR LLC | $1.4K | 29 | 0.00% | 10q | -40.8% |
| Lloyd Advisory Services, LLC. | $922 | 20 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $702 | 15,238 | 0.03% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $548 | 11,868 | 0.00% | 10q | +17.9% |
| Pinnacle Wealth Planning Services, Inc. | $277 | 6 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $76 | 1 | 0.00% | 8q | HELD |
| SIMS INVESTMENT MANAGEMENT, LLC | $47 | 1 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $46 | 1 | 0.00% | 3q | -93.3% |
| Harel Insurance Investments & Financial Services Ltd. | $45 | 975 | 0.00% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $39 | 1 | 0.00% | 10q | -50.0% |
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 | 67 | $36.2M | 626,598 | 10 | 2 | 32 | 2.9% |
| Q1 2026 | 73 | $42.8M | 984,585 | 15 | 14 | 23 | 1.4% |
| Q4 2025 | 73 | $53.4M | 1,019,813 | 10 | 13 | 22 | 0.0% |
| Q3 2025 | 73 | $59.2M | 1,026,907 | 5 | 11 | 31 | 0.9% |
| Q2 2025 | 74 | $63.3M | 1,038,119 | 8 | 12 | 25 | 1.8% |
| Q1 2025 | 77 | $50.3M | 943,901 | 8 | 10 | 25 | 0.1% |
| Q4 2024 | 76 | $58.8M | 1,013,991 | 15 | 17 | 19 | 0.0% |
| Q3 2024 | 67 | $47.5M | 909,063 | 8 | 8 | 33 | 0.0% |
| Q2 2024 | 67 | $32.8M | 701,876 | 12 | 8 | 29 | 0.0% |
| Q1 2024 | 65 | $47.2M | 891,900 | 64 | 0 | 0 | 0.5% |