AMPLIFY ETF TR (YYY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
89
Reporting holders
$214.1M
Reported value
0.1%
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $65.0M | 5,635,144 | 0.00% | 27q | +12.7%+$7.3M |
| LPL Financial LLC | $37.1M | 3,215,821 | 0.01% | 27q | +5.4%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $15.4M | 1,336,258 | 0.00% | 7q | +89.8%+$7.3M |
| OSAIC HOLDINGS, INC. | $15.4M | 1,334,397 | 0.02% | 26q | +10.4%+$1.5M |
| WELLS FARGO & COMPANY/MN | $9.9M | 858,891 | 0.00% | 17q | -34.0%-$5.1M |
| NWF Advisory Services Inc. | $8.2M | 714,145 | 0.77% | 6q | +6.3%+$486.6K |
| Thrive Capital Management, LLC | $6.5M | 562,491 | 1.22% | 10q | +4.2%+$259.8K |
| Intrua Financial, LLC | $4.9M | 426,913 | 0.45% | 11q | +2.8%+$134.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.8M | 418,945 | 0.29% | 7q | +12.8%+$548.3K |
| ENVESTNET ASSET MANAGEMENT INC | $4.7M | 408,072 | 0.00% | 23q | +12.9%+$536.5K |
| Cetera Investment Advisers | $3.1M | 271,786 | 0.00% | 14q | +12.1%+$339.2K |
| Larson Financial Group LLC | $2.8M | 242,566 | 0.07% | 10q | +8.5%+$219.9K |
| PRINCIPAL SECURITIES, INC. | $2.5M | 217,081 | 0.03% | 11q | +16.2%+$348.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 216,316 | 0.00% | 27q | +58.2%+$917.9K |
| Kestra Advisory Services, LLC | $2.2M | 190,451 | 0.01% | 4q | +1.2%+$26.8K |
| Independent Wealth Network Inc. | $2.2M | 187,920 | 0.55% | 20q | +3.1%+$65.8K |
| World Investment Advisors | $2.1M | 186,847 | 0.03% | 10q | HELD |
| CreativeOne Wealth, LLC | $1.8M | 155,196 | 0.04% | 12q | +13.4%+$211.4K |
| LJI Wealth Management, LLC | $1.7M | 148,139 | 0.24% | 15q | -91.7%-$18.8M |
| INSIGNEO ADVISORY SERVICES, LLC | $1.4M | 125,508 | 0.05% | new | NEW |
| J.W. COLE ADVISORS, INC. | $1.3M | 112,350 | 0.02% | 9q | -1.1%-$14.7K |
| SEAVIEW INVESTMENT MANAGERS LLC | $1.2M | 105,335 | 0.36% | 6q | +46.3%+$384.4K |
| Ausdal Financial Partners, Inc. | $1.1M | 95,437 | 0.04% | 27q | +2.1%+$22.3K |
| HighTower Advisors, LLC | $1.1M | 93,250 | 0.00% | 15q | -3.8%-$42.7K |
| First Heartland Consultants, Inc. | $862.3K | 74,788 | 0.06% | 8q | +9.9%+$77.5K |
| PFG Investments, LLC | $779.8K | 67,629 | 0.03% | 6q | +3.2%+$24.2K |
| Brookstone Capital Management | $704.9K | 61,140 | 0.01% | 21q | +3.7%+$25.3K |
| Ignite Planners, LLC | $700.5K | 60,753 | 0.10% | 6q | +9.5%+$60.9K |
| Oakmont Advisory Group, LLC | $690.1K | 59,850 | 0.58% | 3q | +3.6%+$24.1K |
| Jefferies Financial Group Inc. | $570.7K | 49,494 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $506.2K | 43,906 | 0.00% | 13q | +3.8%+$18.5K |
| Bison Wealth, LLC | $494.6K | 42,937 | 0.05% | 7q | -3.2%-$16.2K |
| Strategic Financial Concepts, LLC | $481.4K | 41,750 | 0.14% | 2q | +4.8%+$21.9K |
| NewEdge Advisors, LLC | $479.8K | 41,610 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $476.8K | 41,350 | 0.01% | 5q | HELD |
| SBI Securities Co., Ltd. | $460.4K | 39,930 | 0.01% | 7q | +6.0%+$26.0K |
| Allied Private Wealth LLC | $450.0K | 39,164 | 0.29% | new | FIRST |
| FOUNDERS FINANCIAL SECURITIES LLC | $425.0K | 36,859 | 0.02% | 16q | +0.8%+$3.3K |
| ROYAL BANK OF CANADA | $388.0K | 33,708 | 0.00% | 27q | +191.1%+$254.7K |
| ODonnell Financial Services, LLC | $385.3K | 33,421 | 0.11% | 2q | +157.9%+$235.9K |
| HARBOUR INVESTMENTS, INC. | $382.2K | 33,150 | 0.01% | 21q | +11.2%+$38.5K |
| NICOLET BANKSHARES INC | $367.3K | 31,883 | 0.01% | new | NEW |
| OPPENHEIMER & CO INC | $315.6K | 27,369 | 0.00% | 2q | -31.2%-$142.9K |
| Sage Capital Management, LLC | $271.0K | 23,500 | 0.11% | 2q | +113.6%+$144.1K |
| MONEY CONCEPTS CAPITAL CORP | $269.9K | 23,408 | 0.01% | 9q | -0.6%-$1.7K |
| Farther Finance Advisors, LLC | $247.8K | 21,490 | 0.00% | 2q | +2.5%+$6.0K |
| RMR Wealth Builders | $244.1K | 20,951 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $239.8K | options only | 0.00% | 2q | OPTIONS |
| Oxinas Partners, LLC | $231.7K | 20,094 | 0.09% | 7q | HELD |
| Simplicity Wealth,LLC | $230.1K | 19,957 | 0.01% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $211.6K | 18,352 | 0.00% | 24q | +1.8%+$3.8K |
| Arkadios Wealth Advisors | $204.1K | 17,701 | 0.00% | 11q | -6.7%-$14.8K |
| Samalin Investment Counsel, LLC | $203.1K | 17,615 | 0.06% | 4q | -4.7%-$10.1K |
| Regal Investment Advisors LLC | $192.0K | 16,652 | 0.01% | 3q | -2.5%-$4.9K |
| Concurrent Investment Advisors, LLC | $189.5K | 16,438 | 0.00% | 9q | +12.5%+$21.0K |
| Golden State Wealth Management, LLC | $184.6K | 16,007 | 0.02% | 7q | HELD |
| McAdam, LLC | $177.5K | 15,394 | 0.01% | 2q | +20.6%+$30.4K |
| Tidemark, LLC | $176.1K | 15,276 | 0.04% | 11q | +4.0%+$6.8K |
| Advisory Services Network, LLC | $175.9K | 15,260 | 0.00% | 24q | HELD |
| JANE STREET GROUP, LLC | $166.7K | 14,458 | 0.00% | new | NEW |
| Key Client Fiduciary Advisors, LLC | $162.2K | 14,066 | 0.05% | 2q | +1.3%+$2.1K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $142.6K | 12,368 | 0.00% | new | NEW |
| CERTIOR FINANCIAL GROUP, LLC | $141.0K | 12,233 | 0.08% | 7q | -12.5%-$20.2K |
| Steward Partners Investment Advisory, LLC | $124.3K | 10,777 | 0.00% | new | NEW |
| Baird Financial Group, Inc. | $123.4K | 10,706 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $122.3K | 10,605 | 0.01% | 9q | HELD |
| Private Advisor Group, LLC | $120.8K | 10,475 | 0.00% | 4q | HELD |
| INTEGRITY ALLIANCE, LLC. | $118.9K | 10,314 | 0.00% | 4q | -1.2%-$1.4K |
| LaSalle St. Investment Advisors, LLC | $115.3K | 10,000 | 0.01% | 6q | HELD |
| Triumph Capital Management | $86.8K | 7,527 | 0.02% | 3q | -5.0%-$4.6K |
| FIFTH THIRD BANCORP | $81.7K | 7,087 | 0.00% | 2q | +1.4%+$1.2K |
| IFG Advisory, LLC | $57.5K | 4,988 | 0.00% | 2q | +84.0%+$26.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $40.5K | 3,509 | 0.00% | 19q | +1.7% |
| MERCER GLOBAL ADVISORS INC /ADV | $40.4K | 3,500 | 0.00% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $34.6K | 3,000 | 0.00% | 6q | HELD |
| US BANCORP \DE\ | $28.0K | 2,425 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $25.8K | 2,239,592 | 0.03% | 25q | +116.5%+$13.9K |
| Founders Financial Alliance, LLC | $16.2K | 1,408 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $16.1K | 1,400 | 0.00% | 4q | HELD |
| Allworth Financial LP | $11.5K | 1,000 | 0.00% | 15q | HELD |
| UBS Group AG | $11.5K | 1,000 | 0.00% | 8q | -29.2%-$4.8K |
| AE Wealth Management LLC | $11.2K | 975 | 0.00% | 6q | HELD |
| Strategic Wealth Partners, Ltd. | $10.4K | 900 | 0.00% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $3.8K | 330 | 0.00% | 19q | HELD |
| WEDBUSH SECURITIES INC | $3.1K | 266,953 | 0.08% | 20q | +12.9% |
| JONES FINANCIAL COMPANIES LLLP | $3.0K | 264 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 250 | 0.00% | 3q | HELD |
| SIMPLEX TRADING, LLC | $2.0K | 172 | 0.00% | 3q | -62.4%-$3.3K |
| LifeSteps Financial, Inc. | $1.3K | 110 | 0.00% | new | NEW |
| Key Capital Management, INC | $1.2K | 100 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $739 | 64,103 | 0.03% | 27q | +53.3% |
| Financial Network Wealth Advisors LLC | $661 | 57 | 0.00% | 6q | +1.8% |
| Janney Montgomery Scott LLC | $274 | 23,734 | 0.00% | 7q | +3.7% |
| HRT FINANCIAL LP | $127 | 11,069 | 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 | 89 | $214.1M | 18,554,049 | 15 | 41 | 15 | 0.1% |
| Q1 2026 | 83 | $203.7M | 18,443,348 | 15 | 38 | 9 | 0.1% |
| Q4 2025 | 83 | $175.8M | 15,272,838 | 14 | 33 | 18 | 0.0% |
| Q3 2025 | 78 | $149.7M | 12,681,030 | 10 | 35 | 17 | 0.0% |
| Q2 2025 | 75 | $133.6M | 11,398,133 | 8 | 35 | 19 | 0.1% |
| Q1 2025 | 75 | $124.4M | 10,881,189 | 17 | 31 | 17 | 0.2% |
| Q4 2024 | 65 | $109.4M | 9,457,702 | 10 | 22 | 13 | 0.1% |
| Q3 2024 | 60 | $89.4M | 7,248,561 | 7 | 28 | 13 | 0.0% |
| Q2 2024 | 56 | $81.8M | 6,806,385 | 12 | 29 | 9 | 0.0% |
| Q1 2024 | 52 | $93.2M | 7,728,810 | 10 | 21 | 11 | 0.0% |
| Q4 2023 | 50 | $88.0M | 7,575,880 | 8 | 23 | 9 | 0.0% |
| Q3 2023 | 46 | $64.9M | 5,846,147 | 4 | 21 | 13 | 0.0% |
| Q2 2023 | 46 | $57.7M | 4,931,620 | 6 | 16 | 15 | 0.0% |
| Q1 2023 | 43 | $54.0M | 4,627,017 | 7 | 24 | 3 | 0.0% |
| Q4 2022 | 41 | $46.8M | 4,014,842 | 3 | 16 | 11 | 0.0% |
| Q3 2022 | 51 | $31.9M | 2,801,065 | 7 | 16 | 12 | 0.0% |
| Q2 2022 | 55 | $37.4M | 2,955,728 | 7 | 19 | 16 | 0.0% |
| Q1 2022 | 53 | $42.4M | 2,843,637 | 5 | 14 | 23 | 0.0% |
| Q4 2021 | 60 | $54.9M | 3,289,781 | 10 | 22 | 15 | 0.5% |
| Q3 2021 | 55 | $49.8M | 2,950,824 | 9 | 23 | 10 | 0.0% |
| Q2 2021 | 54 | $44.3M | 2,512,735 | 12 | 25 | 7 | 0.0% |
| Q1 2021 | 45 | $26.5M | 1,582,264 | 8 | 16 | 10 | 0.0% |
| Q4 2020 | 40 | $25.4M | 1,591,307 | 6 | 12 | 10 | 0.0% |
| Q3 2020 | 36 | $22.4M | 1,524,812 | 5 | 6 | 14 | 0.0% |
| Q2 2020 | 36 | $22.7M | 1,586,799 | 6 | 8 | 9 | 0.0% |
| Q1 2020 | 39 | $25.7M | 2,013,836 | 12 | 9 | 9 | 0.0% |
| Q4 2019 | 34 | $35.0M | 1,964,093 | 25 | 1 | 0 | 0.0% |
| Q3 2019 | 32 | $29.5M | 1,655,714 | 8 | 7 | 8 | 0.0% |
| Q2 2019 | 32 | $29.3M | 1,634,215 | 5 | 11 | 6 | 0.0% |
| Q1 2019 | 30 | $25.3M | 1,432,188 | 3 | 11 | 7 | 0.0% |
| Q4 2018 | 33 | $24.2M | 1,507,638 | 2 | 0 | 0 | 0.0% |