DaveManuel.com · Institutional Ownership · Who Owns It
AMPLIFY ETF TR (AIEQ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
36
Reporting holders
$20.2M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $9.9M | 200,029 | 0.00% | 10q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.3M | 86,392 | 0.01% | 7q | +4.3%+$179.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 48,589 | 0.00% | 3q | +121.6%+$1.3M |
| Integrated Wealth Concepts LLC | $848.0K | 17,152 | 0.01% | 10q | HELD |
| First International Bank of Israel Ltd. | $727.5K | 21,776 | 0.20% | new | NEW |
| Cetera Investment Advisers | $353.9K | 7,159 | 0.00% | new | NEW |
| HCR Wealth Advisors | $229.6K | 4,645 | 0.02% | 10q | -14.5%-$38.8K |
| Wood Tarver Financial Group, LLC | $222.0K | 4,500 | 0.05% | new | NEW |
| WEDBUSH SECURITIES INC | $209.0K | 4,220 | 0.01% | 3q | -10.6%-$24.8K |
| FLOW TRADERS U.S. LLC | $202.0K | 4,090 | 0.01% | new | NEW |
| WELLINGTON-ALTUS USA INC. | $118.9K | 2,750 | 0.08% | 3q | +161.9%+$73.5K |
| SOA Wealth Advisors, LLC. | $104.6K | 2,115 | 0.02% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $85.2K | 1,724 | 0.00% | 10q | HELD |
| TD Waterhouse Canada Inc. | $81.7K | 1,645 | 0.00% | 10q | HELD |
| OSAIC HOLDINGS, INC. | $71.2K | 1,440 | 0.00% | 10q | -72.5%-$187.5K |
| Parallel Advisors, LLC | $69.4K | 1,404 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $66.0K | 1,335 | 0.00% | 10q | -7.0%-$5.0K |
| FMR LLC | $57.3K | 1,160 | 0.00% | 10q | +42.3%+$17.0K |
| UBS Group AG | $36.3K | 734 | 0.00% | 5q | +38.2%+$10.0K |
| ROYAL BANK OF CANADA | $32.0K | 656 | 0.00% | 10q | +53.3%+$11.1K |
| Farther Finance Advisors, LLC | $25.3K | 512 | 0.00% | 6q | HELD |
| Financial Perspectives, Inc | $25.3K | 512 | 0.01% | 10q | -9.4%-$2.6K |
| Federation des caisses Desjardins du Quebec | $12.4K | 250 | 0.00% | 8q | HELD |
| VANGUARD ADVISERS INC | $11.1K | 225 | 0.00% | 2q | -0.9% |
| Steward Partners Investment Advisory, LLC | $6.7K | 136 | 0.00% | 10q | +4.6% |
| ASSETMARK, INC | $5.1K | 103 | 0.00% | 8q | +56.1%+$1.8K |
| BLAIR WILLIAM & CO/IL | $4.1K | 82 | 0.00% | 3q | -29.3%-$1.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $2.5K | 50 | 0.00% | 3q | HELD |
| Allworth Financial LP | $2.3K | 47 | 0.00% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1.6K | 33 | 0.00% | 6q | HELD |
| GHP Investment Advisors, Inc. | $1.5K | 30 | 0.00% | 10q | HELD |
| BFSG, LLC | $1.3K | 27 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $692 | 14 | 0.00% | 4q | HELD |
| Cassaday & Co Wealth Management LLC | $149 | 3 | 0.00% | 2q | HELD |
| Russell Investments Group, Ltd. | $49 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1 | none filed | 0.00% | 10q | -100.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $4.4M | 88,923 | 2 | 0 | 5 | 0.0% |
| Q2 2026 | 36 | $20.2M | 415,540 | 6 | 8 | 8 | 0.0% |
| Q1 2026 | 33 | $16.5M | 381,796 | 4 | 9 | 10 | 0.0% |
| Q4 2025 | 39 | $19.3M | 425,971 | 10 | 3 | 8 | 0.0% |
| Q3 2025 | 31 | $18.7M | 415,806 | 3 | 7 | 4 | 0.0% |
| Q2 2025 | 33 | $18.5M | 435,081 | 5 | 4 | 6 | 0.0% |
| Q1 2025 | 30 | $17.6M | 477,503 | 6 | 4 | 7 | 0.0% |
| Q4 2024 | 31 | $17.3M | 435,083 | 6 | 4 | 5 | 0.0% |
| Q3 2024 | 28 | $15.6M | 415,718 | 7 | 6 | 2 | 0.0% |
| Q2 2024 | 21 | $14.1M | 388,488 | 4 | 5 | 6 | 0.0% |
| Q1 2024 | 22 | $13.5M | 369,023 | 22 | 0 | 0 | 0.0% |
| Q4 2023 | 26 | $12.4M | 348,838 | 5 | 3 | 7 | 0.1% |
| Q3 2023 | 28 | $7.7M | 267,668 | 3 | 2 | 9 | 0.0% |
| Q2 2023 | 30 | $8.4M | 267,162 | 2 | 5 | 8 | 0.0% |
| Q1 2023 | 34 | $7.1M | 242,989 | 6 | 8 | 4 | 0.0% |
| Q4 2022 | 31 | $6.4M | 224,837 | 4 | 4 | 9 | 0.0% |
| Q3 2022 | 28 | $38.5M | 1,327,568 | 1 | 6 | 6 | 0.0% |
| Q2 2022 | 33 | $41.0M | 1,356,933 | 1 | 2 | 15 | 0.0% |
| Q1 2022 | 36 | $58.5M | 1,518,673 | 9 | 5 | 8 | 0.0% |
| Q4 2021 | 35 | $39.3M | 939,120 | 5 | 12 | 5 | 0.0% |
| Q3 2021 | 31 | $38.1M | 928,821 | 5 | 8 | 5 | 0.0% |
| Q2 2021 | 31 | $36.1M | 871,335 | 6 | 11 | 5 | 0.0% |
| Q1 2021 | 32 | $10.9M | 291,168 | 11 | 8 | 2 | 0.0% |
| Q4 2020 | 23 | $7.6M | 215,144 | 6 | 3 | 4 | 0.0% |
| Q3 2020 | 18 | $4.1M | 134,124 | 3 | 3 | 4 | 0.0% |
| Q2 2020 | 22 | $4.4M | 156,289 | 3 | 2 | 10 | 0.0% |
| Q1 2020 | 25 | $6.8M | 303,415 | 6 | 3 | 7 | 0.0% |
| Q4 2019 | 27 | $7.6M | 268,234 | 2 | 2 | 10 | 0.0% |
| Q3 2019 | 26 | $8.3M | 318,720 | 3 | 8 | 9 | 0.0% |
| Q2 2019 | 26 | $9.3M | 355,070 | 4 | 5 | 9 | 0.0% |
| Q1 2019 | 30 | $17.7M | 630,486 | 5 | 7 | 8 | 0.0% |
| Q4 2018 | 29 | $25.8M | 1,183,121 | 1 | 0 | 3 | 0.0% |