AMPLIFY ETF TR (SWAN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
35
Reporting holders
$117.3M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | $73.5M | 2,203,400 | 0.09% | 13q | +1.4%+$1.0M |
| LaSalle St. Investment Advisors, LLC | $16.4M | 492,780 | 2.01% | 4q | +4.0%+$635.0K |
| NewEdge Advisors, LLC | $6.6M | 199,260 | 0.02% | new | NEW |
| LifePlan Financial, LLC | $4.9M | 146,278 | 3.42% | 11q | -0.6%-$29.3K |
| Summit Financial, LLC | $2.5M | 74,269 | 0.03% | 4q | +11.2%+$250.1K |
| Cetera Investment Advisers | $2.0M | 61,152 | 0.00% | 9q | -7.8%-$173.6K |
| Global View Capital Management LLC | $1.5M | 45,281 | 0.31% | 7q | +29.3%+$342.4K |
| OLD MISSION CAPITAL LLC | $1.3M | 38,408 | 0.02% | 2q | +68.1%+$519.2K |
| LPL Financial LLC | $1.1M | 33,616 | 0.00% | 26q | -21.9%-$313.9K |
| RDA Financial Network | $1.0M | 30,226 | 0.22% | 24q | -3.3%-$34.6K |
| AMERIPRISE FINANCIAL INC | $992.2K | 29,739 | 0.00% | 3q | -46.2%-$851.8K |
| Ausdal Financial Partners, Inc. | $985.3K | 29,533 | 0.04% | 31q | -22.3%-$283.1K |
| McAdam, LLC | $773.3K | 23,179 | 0.03% | 23q | -82.9%-$3.7M |
| Hyundai Investments Co., Ltd. | $613.0K | 18,425 | 0.66% | 3q | -11.3%-$78.1K |
| ROYAL BANK OF CANADA | $450.0K | 13,479 | 0.00% | 29q | -9.7%-$48.5K |
| MONEY CONCEPTS CAPITAL CORP | $356.7K | 10,693 | 0.02% | 13q | -4.3%-$16.0K |
| StoneX Group Inc. | $332.8K | 9,975 | 0.01% | 4q | HELD |
| Belpointe Asset Management LLC | $312.5K | 9,368 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $300.1K | 8,995 | 0.00% | 26q | +45.5%+$93.8K |
| OPPENHEIMER & CO INC | $293.7K | 8,803 | 0.00% | 2q | -7.9%-$25.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $248.8K | 7,458 | 0.00% | 2q | -16.7%-$50.0K |
| Badgley Phelps Wealth Managers, LLC | $245.9K | 7,371 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $191.3K | 5,734 | 0.00% | 10q | HELD |
| ANGELES WEALTH MANAGEMENT, LLC | $111.6K | 3,344 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $46.7K | 1,400 | 0.00% | 9q | HELD |
| Global Retirement Partners, LLC | $44.6K | 1,338 | 0.00% | 16q | +1.9% |
| NATIONAL BANK OF CANADA /FI/ | $24.3K | 730 | 0.00% | 19q | HELD |
| Blue Trust, Inc. | $22.3K | 668 | 0.00% | 14q | HELD |
| HARBOUR INVESTMENTS, INC. | $9.2K | 277 | 0.00% | 21q | +0.7% |
| WELLS FARGO & COMPANY/MN | $6.7K | 200 | 0.00% | 17q | +9900.0%+$6.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.3K | 158 | 0.00% | new | NEW |
| MORGAN STANLEY | $2.3K | 68 | 0.00% | 23q | -77.0%-$7.6K |
| AE Wealth Management LLC | $2.2K | 66 | 0.00% | 6q | HELD |
| First PREMIER Bank | $946 | 28,343 | 0.15% | 25q | -22.4% |
| IFP Advisors, Inc | $334 | 10 | 0.00% | 25q | HELD |
| BlackRock, Inc. | $28 | 1 | 0.00% | new | NEW |
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 | 35 | $117.3M | 3,515,682 | 5 | 9 | 13 | 0.0% |
| Q1 2026 | 34 | $308.1M | 9,920,757 | 5 | 13 | 5 | 0.0% |
| Q4 2025 | 33 | $308.9M | 9,504,265 | 4 | 12 | 5 | 0.1% |
| Q3 2025 | 32 | $200.3M | 6,174,680 | 4 | 7 | 8 | 0.8% |
| Q2 2025 | 32 | $188.2M | 6,117,477 | 2 | 7 | 11 | 0.4% |
| Q1 2025 | 33 | $190.0M | 6,609,837 | 4 | 9 | 11 | 0.1% |
| Q4 2024 | 35 | $192.9M | 6,556,657 | 3 | 4 | 16 | 0.2% |
| Q3 2024 | 33 | $223.6M | 7,353,624 | 4 | 6 | 12 | 0.0% |
| Q2 2024 | 33 | $108.6M | 3,825,012 | 5 | 8 | 11 | 0.1% |
| Q1 2024 | 31 | $110.4M | 3,951,109 | 6 | 8 | 12 | 0.1% |
| Q4 2023 | 33 | $110.0M | 4,136,833 | 7 | 3 | 17 | 0.1% |
| Q3 2023 | 30 | $107.4M | 4,502,275 | 3 | 8 | 11 | 0.2% |
| Q2 2023 | 41 | $121.7M | 4,715,670 | 8 | 6 | 17 | 0.3% |
| Q1 2023 | 38 | $50.7M | 1,982,929 | 4 | 9 | 14 | 0.0% |
| Q4 2022 | 43 | $42.9M | 1,922,803 | 6 | 6 | 25 | 1.8% |
| Q3 2022 | 67 | $190.4M | 7,627,693 | 5 | 13 | 35 | 0.0% |
| Q2 2022 | 86 | $266.3M | 9,831,978 | 9 | 18 | 48 | 0.0% |
| Q1 2022 | 105 | $401.9M | 12,815,216 | 18 | 38 | 41 | 0.0% |
| Q4 2021 | 110 | $531.3M | 15,402,036 | 12 | 51 | 22 | 0.0% |
| Q3 2021 | 97 | $525.9M | 15,361,590 | 16 | 47 | 23 | 0.0% |
| Q2 2021 | 90 | $502.3M | 14,676,506 | 11 | 45 | 24 | 0.0% |
| Q1 2021 | 91 | $443.8M | 13,876,120 | 14 | 43 | 22 | 0.0% |
| Q4 2020 | 84 | $450.5M | 13,725,948 | 18 | 34 | 23 | 0.0% |
| Q3 2020 | 72 | $325.0M | 10,248,393 | 28 | 25 | 11 | 0.0% |
| Q2 2020 | 46 | $243.2M | 7,917,013 | 24 | 15 | 4 | 0.0% |
| Q1 2020 | 26 | $119.4M | 4,135,304 | 13 | 5 | 5 | 0.0% |
| Q4 2019 | 15 | $104.7M | 3,506,355 | 2 | 5 | 2 | 0.0% |
| Q3 2019 | 13 | $89.4M | 3,122,160 | 6 | 2 | 4 | 0.0% |
| Q2 2019 | 7 | $79.7M | 2,877,953 | 3 | 3 | 0 | 0.0% |
| Q1 2019 | 5 | $72.3M | 2,868,710 | 2 | 3 | 0 | 0.0% |
| Q4 2018 | 4 | $55.1M | 2,257,142 | 0 | 0 | 0 | 0.0% |