HolderBook

AMPLIFY ETF TR (MJ)

Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.

115
Reporting holders
$11.8M
Reported value
33.0%
Held as options
+5
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
OLD MISSION CAPITAL LLC$3.4M133,2020.05%6q-53.7%-$4.0M
CITADEL ADVISORS LLC$2.2M28,7630.00%6q+81.7%+$1.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M8,1990.00%6qHELD
LPL Financial LLC$1.5M59,9880.00%6q+14.4%+$194.8K
JANE STREET GROUP, LLC$424.9Koptions only0.00%6qOPTIONS
Cetera Investment Advisers$422.8K16,4170.00%6q+2.4%+$10.0K
OSAIC HOLDINGS, INC.$404.5K15,6670.00%6q+12.0%+$43.4K
UBS Group AG$294.7K11,4430.00%6q-19.7%-$72.5K
COMMONWEALTH EQUITY SERVICES, LLC$262.7K10,2030.00%6q-14.5%-$44.7K
ROYAL BANK OF CANADA$176.0K6,8230.00%6q-4.1%-$7.6K
MORGAN STANLEY$120.0K4,6590.00%6q-4.8%-$6.1K
HighMark Wealth Management LLC$34.6K1,3450.01%6qHELD
Atlantic Union Bankshares Corp$24.3K9430.00%4qHELD
Integrated Wealth Concepts LLC$13.5K5250.00%newNEW
PFS Partners, LLC$11.8K4600.00%6qHELD
WELLS FARGO & COMPANY/MN$11.1K4320.00%5q+98.2%+$5.5K
Global Retirement Partners, LLC$9.3K3620.00%4q-86.1%-$57.8K
Allworth Financial LP$9.1K3550.00%6qHELD
Steward Partners Investment Advisory, LLC$8.1K3150.00%6q-20.9%-$2.1K
HARBOUR INVESTMENTS, INC.$7.8K3030.00%6q-4.4%
Aspect Partners, LLC$7.7K3000.00%6qHELD
North Star Investment Management Corp.$7.5K2900.00%6qHELD
GROUP ONE TRADING LLC$7.3K2830.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$6.8K2620.00%newNEW
AE Wealth Management LLC$6.3K2450.00%6q+2.1%
Tidemark, LLC$6.2K2410.00%6q-5.1%
Kilter Group LLC$6.1K2360.00%5qHELD
IFP Advisors, Inc$5.2K2030.00%6qHELD
SHP Wealth Management$5.0K1960.00%3qHELD
ARMSTRONG ADVISORY GROUP, INC$4.9K1920.00%5qHELD
Rossby Financial, LCC$4.9K1920.00%2q+3740.0%+$4.8K
BANK OF MONTREAL /CAN/$4.6K1780.00%6qHELD
SIGNATUREFD, LLC$4.4K1690.00%6qHELD
Capital Investment Advisory Services, LLC$4.2K1650.00%6qHELD
Allied Private Wealth LLC$4.1K1690.00%newFIRST
NewEdge Advisors, LLC$4.0K1560.00%newNEW
NFSG Corp$3.3K1270.00%6qHELD
LANARK FINANCIAL, INC.$3.0K1160.00%6qHELD
Arax Advisory Partners$2.8K1080.00%3q+1442.9%+$2.6K
Rockefeller Capital Management L.P.$2.7K1050.00%newNEW
BLUELINE ADVISORS LLC$2.7K1050.00%3qHELD
Caitlin John, LLC$2.6K1000.00%4qHELD
Basepoint Wealth LLC$2.5K970.00%3qHELD
WealthShield Partners, LLC$2.2K870.00%6q-44.6%-$1.8K
WHITTIER TRUST CO OF NEVADA INC$2.2K910.00%6qHELD
EQUITEC PROPRIETARY MARKETS, LLC$2.1K830.00%6qHELD
GABLES CAPITAL MANAGEMENT INC.$2.1K830.00%6qHELD
Murphy & Mullick Capital Management Corp$2.1K830.00%6qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$2.0K790.00%6qHELD
FIDUCIARY FINANCIAL ADVISORS$2.0K780.00%newNEW
MCDONALD PARTNERS LLC$1.7K650.00%newNEW
Aptus Capital Advisors, LLC$1.6K640.00%6q+3100.0%+$1.6K
Key Financial Inc$1.6K630.00%5qHELD
Ancora Advisors LLC$1.6K610.00%6qHELD
Farther Finance Advisors, LLC$1.6K610.00%6q-29.9%
ROTHSCHILD INVESTMENT LLC$1.5K590.00%6qHELD
Miller Global Investments, LLC$1.5K580.00%3qHELD
BARTLETT & CO. WEALTH MANAGEMENT LLC$1.4K550.00%6qHELD
Wealth Enhancement Trust Services, Inc.$1.4K500.00%3q+100.0%
Triumph Capital Management$1.3K520.00%3qHELD
IFG Advisory, LLC$1.3K490.00%newNEW
CITY HOLDING CO$1.2K470.00%6qHELD
VSM Wealth Advisory, LLC$1.1K430.00%6qHELD
Pinnacle Wealth Planning Services, Inc.$1.1K410.00%3qHELD
MPWM ADVISORY SOLUTIONS, LLC$1.1K410.00%6qHELD
Founders Financial Alliance, LLC$1.0K390.00%6q-83.4%-$5.1K
ELEVATION WEALTH PARTNERS, LLC$1.0K390.00%6qHELD
IAG Wealth Partners, LLC$979380.00%6qHELD
Atlantic Edge Private Wealth Management, LLC$953370.00%6qHELD
Harbor Asset Planning, Inc.$919360.00%5qHELD
Golden State Wealth Management, LLC$912350.00%6qHELD
Bulwark Capital Corp$901350.00%5qHELD
PINNEY & SCOFIELD, INC.$876340.00%6qHELD
HARBOR INVESTMENT ADVISORY, LLC$850330.00%6qHELD
Measured Wealth Private Client Group, LLC$850330.00%4qHELD
Clearstead Advisors, LLC$773300.00%6qHELD
FMR LLC$721280.00%newNEW
FIFTH THIRD BANCORP$695270.00%2qHELD
Meramec Financial Planners, LLC$684300.00%3qHELD
Realta Investment Advisors$670260.00%2qHELD
Fairway Wealth LLC$670260.00%6qHELD
Millstone Evans Group, LLC$670260.00%6qHELD
AlphaCore Capital LLC$644250.00%5qHELD
Independence Bank of Kentucky$618240.00%3qHELD
SIMS INVESTMENT MANAGEMENT, LLC$592230.00%newNEW
Financial Life Planners$552210.00%2qHELD
Parallel Advisors, LLC$515200.00%3q-62.3%
SOA Wealth Advisors, LLC.$515200.00%6qHELD
Strategic Wealth Partners, Ltd.$489190.00%3qHELD
Smallwood Wealth Investment Management, LLC$437170.00%6qHELD
BlackRock, Inc.$412160.00%newNEW
TD Waterhouse Canada Inc.$406160.00%6qHELD
Cassaday & Co Wealth Management LLC$309120.00%2qHELD
COMPASS FINANCIAL MANAGEMENT LLC$309120.00%newFIRST
Fortis Group Advisors, LLC$284110.00%6qHELD
New England Capital Financial Advisors LLC$258100.00%6qHELD
Strive Financial Group ,LLC$258100.00%newNEW
Federation des caisses Desjardins du Quebec$22490.00%6qHELD
PEOPLES FINANCIAL SERVICES CORP.$20680.00%6qHELD
Axiom Investment Management LLC$20680.00%newNEW

Showing the largest 100 of 117 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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026115$11.8M306,93917101433.0%
Q1 2026110$15.6M526,67314171022.3%
Q4 2025119$28.7M638,31719152432.4%
Q3 2025115$30.9M583,19123111629.4%
Q2 2025110$15.8M779,72715121611.3%
Q1 2025111$13.8M641,287111009.5%
Q4 20241$36160010.0%
Q3 20241$4581380000.0%
Q2 20241$4601381000.0%
Q4 20211$1.1K990000.0%
Q3 20211$1.4K990100.0%
Q2 20211$2.0K980000.0%
Q1 20211$2.2K980000.0%
Q4 20201$1.4K980100.0%
Q3 20201$1.0K970100.0%
Q2 20201$1.2K960100.0%
Q1 20201$1.1K940100.0%
Q4 20191$1.6K910000.0%
Q3 20191$1.9K911000.0%