AMPLIFY ETF TR (QDVO)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
51
Reporting holders
$188.4M
Reported value
0.1%
Held as options
+11
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 | $72.4M | 2,427,018 | 0.02% | 5q | +25.5%+$14.7M |
| Merit Financial Group, LLC | $41.2M | 1,379,608 | 0.13% | 4q | +100.6%+$20.7M |
| CARY STREET PARTNERS FINANCIAL LLC | $12.9M | 431,208 | 0.28% | new | NEW |
| ROYAL BANK OF CANADA | $11.8M | 393,794 | 0.00% | 4q | +7.9%+$856.7K |
| LPL Financial LLC | $11.1M | 372,933 | 0.00% | 5q | +33.4%+$2.8M |
| Visionary Wealth Advisors | $6.1M | 205,799 | 0.24% | 7q | +21.1%+$1.1M |
| BANK OF MONTREAL /CAN/ | $5.8M | 193,466 | 0.00% | 5q | +446.0%+$4.7M |
| OSAIC HOLDINGS, INC. | $5.7M | 191,596 | 0.01% | 3q | +91.3%+$2.7M |
| SAGESPRING WEALTH PARTNERS, LLC | $2.8M | 94,839 | 0.04% | 2q | +6.7%+$178.7K |
| Cassady Wealth & Retirement Planning, LLC | $1.7M | 57,312 | 0.80% | 3q | +22.1%+$309.5K |
| Steward Partners Investment Advisory, LLC | $1.3M | 43,189 | 0.01% | 5q | -43.0%-$971.9K |
| JPMORGAN CHASE & CO | $1.2M | 41,517 | 0.00% | new | NEW |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.2M | 40,176 | 0.24% | new | NEW |
| CAP Partners, LLC | $1.1M | 37,553 | 0.55% | 3q | +125.0%+$622.5K |
| Sigma Planning Corp | $1.1M | 35,514 | 0.03% | 3q | -24.1%-$337.3K |
| Stratos Wealth Partners, LTD. | $983.4K | 32,954 | 0.01% | 3q | -7.6%-$81.1K |
| STIFEL FINANCIAL CORP | $960.5K | 32,189 | 0.00% | 2q | +8.9%+$78.9K |
| Tactive Advisors, LLC | $793.1K | 26,577 | 0.20% | 2q | +3.2%+$24.7K |
| Souders Financial Advisors | $754.8K | 25,295 | 0.08% | 4q | +46.2%+$238.6K |
| UBS Group AG | $713.7K | 23,917 | 0.00% | 3q | +143.2%+$420.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $707.7K | 23,715 | 0.01% | 3q | +5.2%+$34.8K |
| JANE STREET GROUP, LLC | $662.3K | 22,194 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $612.8K | 20,536 | 0.00% | 2q | +110.2%+$321.3K |
| NewEdge Advisors, LLC | $378.0K | 12,667 | 0.00% | new | NEW |
| Latitude Advisors, LLC | $375.9K | 12,597 | 0.15% | 4q | -10.7%-$44.9K |
| NWF Advisory Services Inc. | $358.1K | 12,000 | 0.03% | new | NEW |
| PFG Investments, LLC | $358.0K | 11,998 | 0.01% | 3q | +1.3%+$4.5K |
| Capital Wealth Planning, LLC | $357.9K | 11,995 | 0.00% | 5q | +2.6%+$9.0K |
| OLD MISSION CAPITAL LLC | $353.8K | 11,858 | 0.01% | new | NEW |
| Onyx Bridge Wealth Group LLC | $303.6K | 10,173 | 0.03% | 7q | HELD |
| HBK Sorce Advisory LLC | $302.3K | 10,115 | 0.01% | new | NEW |
| Keating Financial Advisory Services, Inc. | $300.5K | 10,070 | 0.04% | 3q | +27.1%+$64.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $284.8K | 9,472 | 0.00% | 3q | +9.4%+$24.5K |
| Hilltop Holdings Inc. | $271.1K | 9,085 | 0.02% | new | NEW |
| Traynor Capital Management, Inc. | $231.9K | 7,771 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $214.8K | options only | 0.00% | 4q | OPTIONS |
| Avidian Wealth Enterprises, LLC | $205.0K | 6,870 | 0.01% | new | NEW |
| Clear Trail Advisors, LLC | $201.4K | 6,749 | 0.03% | 3q | -38.0%-$123.5K |
| Global Retirement Partners, LLC | $112.5K | 3,771 | 0.00% | 3q | +4.0%+$4.3K |
| MTM Investment Management, LLC | $50.7K | 1,700 | 0.01% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $44.8K | 1,500 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $34.0K | 1,138 | 0.00% | new | NEW |
| PURSUIT WEALTH STRATEGIES, LLC | $30.1K | 1,009 | 0.04% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $15.0K | 514 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $12.7K | 425 | 0.00% | new | NEW |
| IFP Advisors, Inc | $10.2K | 342 | 0.00% | 3q | +15.5%+$1.4K |
| SALEM INVESTMENT COUNSELORS INC | $9.7K | 325 | 0.00% | new | NEW |
| AE Wealth Management LLC | $9.0K | 300 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $7.8K | 261 | 0.00% | 2q | +66.2%+$3.1K |
| Janney Montgomery Scott LLC | $1.4K | 48,574 | 0.00% | 5q | +24.8% |
| WELLS FARGO & COMPANY/MN | $119 | 4 | 0.00% | 5q | HELD |
| MORGAN STANLEY | $96 | 3 | 0.00% | 4q | +50.0% |
| TSFG, LLC | $29 | 981 | 0.00% | new | NEW |
| PIN OAK INVESTMENT ADVISORS INC | $22 | 792 | 0.01% | 4q | HELD |
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 | 51 | $188.4M | 6,307,611 | 18 | 24 | 6 | 0.1% |
| Q1 2026 | 40 | $111.1M | 4,165,378 | 10 | 21 | 6 | 0.0% |
| Q4 2025 | 40 | $90.5M | 3,118,685 | 17 | 14 | 4 | 0.0% |
| Q3 2025 | 24 | $62.4M | 2,140,457 | 15 | 6 | 1 | 0.4% |
| Q2 2025 | 11 | $8.2M | 295,294 | 8 | 2 | 0 | 0.0% |
| Q1 2025 | 5 | $2.5M | 102,437 | 1 | 3 | 0 | 0.0% |
| Q4 2024 | 6 | $2.0M | 76,087 | 4 | 0 | 1 | 0.0% |
| Q3 2024 | 4 | $2.4M | 95,348 | 4 | 0 | 0 | 0.0% |