HolderBook

AMPLIFY ETF TR (ITEQ)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

45
Reporting holders
$17.9M
Reported value
0.0%
Held as options
+2
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

FilerValueShares Their book Held Change
LPL Financial LLC$8.6M129,3940.00%10q+2.9%+$244.8K
JANE STREET GROUP, LLC$3.0M44,9450.00%3q-49.2%-$2.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$889.1K13,3940.00%2q-23.5%-$273.0K
Thayer Partners, LLC / MA$736.1K11,0890.30%3q+1.8%+$12.7K
Bluespring Wealth Management, LLC$531.0K8,0000.01%newNEW
CITADEL ADVISORS LLC$389.4K5,8660.00%2q-33.4%-$195.6K
CERTUITY, LLC$384.0K5,7850.02%7qHELD
Pathstone Holdings, LLC$382.4K5,7610.00%10qHELD
RVW Wealth, LLC$302.5K4,5570.02%9q-4.7%-$14.9K
HighTower Advisors, LLC$295.0K4,4440.00%2q+4.7%+$13.3K
RAYMOND JAMES FINANCIAL INC$271.5K4,0910.00%5q+0.6%+$1.5K
Vontobel Holding Ltd.$255.6K3,8500.00%newNEW
Ausdal Financial Partners, Inc.$245.1K3,6920.01%newNEW
GREAT VALLEY ADVISOR GROUP, INC.$227.0K3,4200.00%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$212.7K3,2050.00%10q-2.4%-$5.3K
MORGAN STANLEY$146.2K2,2030.00%10q+11.7%+$15.3K
HARBOUR INVESTMENTS, INC.$134.4K2,0250.00%2qHELD
IFP Advisors, Inc$127.2K1,9170.00%10q+6.9%+$8.2K
Glassman Wealth Services$111.2K1,6750.01%6qHELD
OSAIC HOLDINGS, INC.$89.1K1,3420.00%10q+29.3%+$20.2K
BANK OF MONTREAL /CAN/$84.8K1,2780.00%10qHELD
ROYAL BANK OF CANADA$76.0K1,1440.00%10q-4.1%-$3.3K
BLAIR WILLIAM & CO/IL$66.4K1,0000.00%10qHELD
TD Waterhouse Canada Inc.$47.0K7030.00%10qHELD
MERCER GLOBAL ADVISORS INC /ADV$43.5K6550.00%newNEW
Steward Partners Investment Advisory, LLC$33.2K5000.00%10q+66.7%+$13.3K
FMR LLC$30.9K4650.00%10q-11.8%-$4.1K
Glass Jacobson Investment Advisors llc$30.2K4550.01%10qHELD
Farther Finance Advisors, LLC$29.9K4500.00%5qHELD
Ancora Advisors LLC$27.9K4200.00%2qHELD
Activest Wealth Management$25.3K3810.00%10qHELD
CREATIVE FINANCIAL DESIGNS INC /ADV$23.6K3550.00%7qHELD
PNC Financial Services Group, Inc.$18.6K2800.00%10qHELD
US BANCORP \DE\$14.6K2200.00%10qHELD
Key Financial Inc$11.1K1670.00%5qHELD
VALLEY NATIONAL ADVISERS INC$10.1K1520.00%7qHELD
EDMOND DE ROTHSCHILD HOLDING S.A.$10.0K1500.00%10qHELD
MCF Advisors LLC$9.4K1410.00%4qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$8.7K1300.00%6qHELD
Princeton Global Asset Management LLC$8.3K1250.00%7qHELD
Harbor Asset Planning, Inc.$6.7K1010.01%5qHELD
SOA Wealth Advisors, LLC.$6.6K1000.00%4qHELD
FLOW TRADERS U.S. LLC$1.6K24,3910.07%4q+16.6%
CoreCap Advisors, LLC$1.5K230.00%5qHELD
Financial Gravity Companies, Inc.$26640.00%newNEW
WELLS FARGO & COMPANY/MN$5810.00%10q-50.0%
CX Institutional$111710.00%newNEW

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
Q2 202645$17.9M270,0556880.0%
Q1 202643$17.2M298,84671230.0%
Q4 202543$12.6M216,6963850.0%
Q3 202547$12.6M214,5598460.0%
Q2 202543$15.2M268,7708550.0%
Q1 202537$13.2M269,8205370.0%
Q4 202432$15.5M301,1325550.0%
Q3 202430$15.9M332,5801550.0%
Q2 202431$11.6M242,48335104.0%
Q1 202431$12.6M261,28431000.0%