DaveManuel.com · Institutional Ownership · Who Owns It
AMPLIFY ETF TR (DIVO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
416
Reporting holders
$4.2B
Reported value
4.2%
Calls
1.4%
Puts
+23
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $810.1M | 17,725,971 | 0.22% | 7q | +2.7%+$21.1M |
| LPL Financial LLC | $399.3M | 8,737,758 | 0.09% | 26q | +6.7%+$25.1M |
| MORGAN STANLEY | $200.3M | 4,382,022 | 0.01% | 19q | +24.7%+$39.7M |
| ENVESTNET ASSET MANAGEMENT INC | $166.1M | 3,635,616 | 0.04% | 22q | +8.9%+$13.5M |
| Retirement Planning Group, LLC | $157.1M | 3,438,086 | 3.99% | 12q | +8.1%+$11.8M |
| GROUP ONE TRADING LLC | $130.4M CALL+PUT | options only | 0.18% | 7q | OPTIONS |
| Janney Montgomery Scott LLC | $100.4M | 2,196,661 | 0.19% | new | NEW |
| HighTower Advisors, LLC | $91.5M | 2,001,663 | 0.09% | 26q | -7.0%-$6.9M |
| ROYAL BANK OF CANADA | $86.6M | 1,894,021 | 0.01% | 31q | +6.4%+$5.2M |
| UBS Group AG | $84.5M | 1,848,938 | 0.01% | 19q | +6.6%+$5.2M |
| WELLS FARGO & COMPANY/MN | $82.0M | 1,793,299 | 0.01% | 19q | +38.1%+$22.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $81.4M | 1,761,178 | 0.14% | 16q | -9.3%-$8.3M |
| TRUIST FINANCIAL CORP | $65.5M | 1,432,811 | 0.08% | 24q | +2.5%+$1.6M |
| OSAIC HOLDINGS, INC. | $61.7M incl. $279.9K options CALL | 1,344,597 | 0.07% | 24q | +5.8%+$3.4M |
| IMC-Chicago, LLC | $59.4M CALL+PUT | options only | 0.01% | 10q | OPTIONS |
| CPC Advisors, LLC | $58.1M | 1,270,411 | 7.83% | 17q | +3.7%+$2.1M |
| Cetera Investment Advisers | $51.0M | 1,115,038 | 0.05% | 18q | +5.5%+$2.7M |
| Reliant Wealth Planning | $50.5M | 1,104,334 | 13.88% | 3q | +4.3%+$2.1M |
| STIFEL FINANCIAL CORP | $49.0M | 1,071,882 | 0.04% | 21q | +18.6%+$7.7M |
| MBL Wealth, LLC | $46.9M | 1,025,761 | 3.20% | 20q | +4.5%+$2.0M |
| BANK OF AMERICA CORP /DE/ | $37.5M | 820,020 | 0.00% | 10q | +60.6%+$14.1M |
| Stratos Investment Management, LLC | $34.0M | 743,952 | 1.23% | 9q | +3.2%+$1.0M |
| Private Advisor Group, LLC | $32.0M | 699,559 | 0.15% | 27q | +6.0%+$1.8M |
| Sequoia Financial Advisors, LLC | $28.7M | 628,175 | 0.14% | 3q | -11.6%-$3.8M |
| Cambridge Investment Research Advisors, Inc. | $27.1M | 593,414 | 0.03% | 28q | +154.0%+$16.4M |
| Steward Partners Investment Advisory, LLC | $25.7M | 562,195 | 0.13% | 24q | -8.3%-$2.3M |
| NBZ Investment Advisors LLC | $24.2M | 528,957 | 9.42% | 7q | HELD |
| Northwest Financial Advisors | $22.1M | 483,030 | 2.94% | 11q | +996.0%+$20.1M |
| CIBC Bancorp USA Inc. | $22.0M CALL+PUT | options only | 0.03% | 3q | OPTIONS |
| NewEdge Advisors, LLC | $21.4M | 468,004 | 0.06% | 16q | +5.0%+$1.0M |
| TWO SIGMA INVESTMENTS, LP | $21.3M | 466,800 | 0.02% | 2q | +302.1%+$16.0M |
| ForthRight Wealth Management, LLC | $21.3M | 466,125 | 5.45% | 23q | +11.8%+$2.2M |
| Prostatis Group LLC | $20.9M | 457,179 | 4.87% | 22q | -2.5%-$539.9K |
| Hibernia Wealth Partners, LLC | $20.2M | 441,039 | 10.92% | 12q | -49.3%-$19.6M |
| Summit Financial, LLC | $19.8M | 433,566 | 0.22% | 4q | +6.3%+$1.2M |
| Merit Financial Group, LLC | $19.7M | 432,089 | 0.12% | 4q | +0.7%+$145.3K |
| SIMPLEX TRADING, LLC | $19.7M incl. $19.7M options CALL+PUT | 236 | 0.01% | 18q | -92.9%-$257.5M |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $19.4M | 424,446 | 0.93% | 16q | +123.6%+$10.7M |
| Second Half Financial Partners, LLC | $18.9M | 412,651 | 7.73% | 7q | HELD |
| Clear Trail Advisors, LLC | $18.8M | 412,141 | 2.87% | 3q | +3.3%+$594.1K |
| Marshall Financial Group, LLC | $18.7M | 408,662 | 2.72% | 4q | +5.7%+$1.0M |
| Bank of New York Mellon Corp | $16.6M | 363,006 | 0.00% | 15q | HELD |
| MGO ONE SEVEN LLC | $15.5M | 339,833 | 0.26% | 11q | +6.5%+$944.5K |
| Equitable Holdings, Inc. | $15.5M | 339,127 | 0.09% | 15q | +38.4%+$4.3M |
| BENJAMIN EDWARDS INC | $15.2M | 333,442 | 0.14% | 9q | +7.1%+$1.0M |
| Mesirow Financial Investment Management, Inc. | $15.2M | 333,110 | 0.24% | 7q | +12.5%+$1.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.2M | 331,865 | 0.01% | 12q | -13.3%-$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 326,017 | 0.02% | 19q | +9.1%+$1.2M |
| CARY STREET PARTNERS FINANCIAL LLC | $14.1M | 307,581 | 0.31% | 7q | -9.7%-$1.5M |
| Financial Designs Corp | $14.0M | 305,384 | 7.48% | 11q | +1.5%+$205.7K |
| Altus Wealth Group LLC | $13.8M | 300,980 | 4.97% | 22q | +2.5%+$341.0K |
| MML INVESTORS SERVICES, LLC | $13.7M | 299,959 | 0.03% | 13q | +33.0%+$3.4M |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $12.9M | 282,884 | 1.88% | 3q | +23.9%+$2.5M |
| NCM Capital Management, LLC | $12.6M | 275,952 | 3.89% | 19q | HELD |
| Foguth Wealth Management, LLC. | $12.5M | 270,616 | 1.42% | 9q | +2.9%+$357.3K |
| AMERIPRISE FINANCIAL INC | $12.4M | 270,361 | 0.00% | 5q | +3337.1%+$12.0M |
| Visionary Wealth Advisors | $11.6M | 253,111 | 0.46% | 19q | +2.5%+$284.4K |
| Souders Financial Advisors | $11.6M | 252,996 | 1.16% | 20q | +5.6%+$615.8K |
| Tower Wealth Partners, Inc. | $11.4M | 248,573 | 5.61% | 16q | HELD |
| Capital Investment Advisory Services, LLC | $11.1M | 242,885 | 0.69% | 19q | -2.4%-$268.3K |
| Jefferies Financial Group Inc. | $10.3M | 226,093 | 0.07% | 5q | +310.2%+$7.8M |
| Rockefeller Capital Management L.P. | $10.0M | 219,540 | 0.02% | 18q | +39.8%+$2.9M |
| Investors Research Corp | $9.3M | 203,662 | 1.67% | 29q | +2.8%+$249.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $9.0M | 197,888 | 0.14% | 10q | +3.4%+$298.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $9.0M | 195,920 | 0.10% | 19q | -0.8%-$70.2K |
| SAGESPRING WEALTH PARTNERS, LLC | $8.9M | 194,258 | 0.14% | 7q | HELD |
| MTM Investment Management, LLC | $8.9M | 194,245 | 2.53% | 20q | +3.5%+$298.4K |
| Security National Bank | $8.7M | 190,012 | 1.04% | 4q | +7.8%+$631.5K |
| Magnus Financial Group LLC | $8.5M | 186,746 | 0.60% | 20q | +1.8%+$148.0K |
| Carter Financial Group, INC. | $8.3M | 181,372 | 4.30% | 6q | +0.8%+$63.6K |
| Stillwater Wealth Management Group | $8.0M | 175,248 | 4.46% | 4q | +26.0%+$1.7M |
| Moran Wealth Management, LLC | $7.8M | 170,207 | 0.21% | 13q | +23.7%+$1.5M |
| Snowden Capital Advisors LLC | $7.7M | 167,536 | 0.18% | 10q | +1.9%+$143.8K |
| Element Wealth, LLC | $7.6M | 165,541 | 2.83% | 22q | -2.4%-$186.0K |
| Phoenix Wealth Advisors | $7.5M | 163,261 | 2.52% | 23q | -3.0%-$227.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.3M | 159,594 | 0.01% | 7q | -12.7%-$1.1M |
| ARQ WEALTH ADVISORS, LLC | $7.1M | 152,201 | 0.88% | new | NEW |
| Ausdal Financial Partners, Inc. | $7.1M | 154,874 | 0.28% | 23q | HELD |
| RiverTree Advisors, LLC | $7.1M | 154,574 | 4.17% | 22q | +4.7%+$317.6K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $7.0M | 153,830 | 2.20% | 18q | +2.6%+$180.9K |
| Regal Investment Advisors LLC | $7.0M | 152,773 | 0.36% | 18q | -7.4%-$561.8K |
| Peak Planning Group, LLC | $7.0M | 152,710 | 1.57% | 9q | +32.7%+$1.7M |
| TBH Global Asset Management, LLC | $7.0M | 157,833 | 1.28% | 14q | +65.4%+$2.8M |
| Trilogy Capital Inc. | $6.8M | 148,675 | 0.26% | 15q | +2.2%+$144.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.6M | 144,585 | 0.32% | 4q | -3.0%-$204.1K |
| EverSource Wealth Advisors, LLC | $6.6M | 144,310 | 0.22% | 10q | -6.1%-$425.5K |
| HighPoint Advisor Group LLC | $6.4M | 140,208 | 0.23% | 3q | +2.3%+$144.4K |
| Wealthcare Advisory Partners LLC | $6.2M | 135,377 | 0.12% | 5q | +6.9%+$396.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $6.2M | 135,367 | 0.11% | 4q | -2.5%-$157.9K |
| Vestmark Advisory Solutions, Inc. | $6.1M | 134,351 | 0.06% | 4q | -3.1%-$197.1K |
| Prota Financial, LLC | $6.1M | 133,769 | 4.03% | 3q | -1.7%-$105.5K |
| &PARTNERS | $6.1M | 130,236 | 0.03% | 4q | +26.3%+$1.3M |
| SIERRA OCEAN, LLC | $6.0M | 132,366 | 4.19% | 7q | +3.4%+$196.4K |
| Allred Capital Management, LLC | $5.7M | 123,683 | 1.86% | 13q | +22.4%+$1.0M |
| Meridian Wealth Advisors, LLC | $5.6M | 122,878 | 0.64% | 21q | +16.6%+$797.7K |
| JPMORGAN CHASE & CO | $5.6M | 121,874 | 0.00% | 9q | +34.0%+$1.4M |
| Jaffetilchin Investment Partners, LLC | $5.5M | 119,566 | 0.29% | 15q | +2.3%+$124.7K |
| Farrow Financial, Inc. | $5.4M | 117,539 | 2.87% | 11q | +2.9%+$149.1K |
| Arax Advisory Partners | $5.3M | 115,997 | 0.04% | new | NEW |
| Cassady Wealth & Retirement Planning, LLC | $5.3M | 115,977 | 2.46% | 3q | +9.8%+$470.9K |
Showing the largest 100 of 416 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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 148 | $740.5M | 15,885,212 | 21 | 74 | 28 | 0.0% |
| Q2 2026 | 416 | $4.2B | 87,338,524 | 46 | 203 | 94 | 5.7% |
| Q1 2026 | 393 | $3.9B | 79,979,279 | 51 | 209 | 77 | 7.5% |
| Q4 2025 | 374 | $3.5B | 75,864,717 | 48 | 201 | 61 | 3.8% |
| Q3 2025 | 329 | $3.1B | 67,619,972 | 41 | 161 | 69 | 3.5% |
| Q2 2025 | 307 | $2.8B | 64,077,868 | 36 | 150 | 71 | 1.7% |
| Q1 2025 | 287 | $2.4B | 57,788,991 | 31 | 141 | 62 | 1.1% |
| Q4 2024 | 290 | $2.2B | 53,982,177 | 48 | 126 | 54 | 1.1% |
| Q3 2024 | 253 | $2.1B | 50,410,162 | 19 | 112 | 72 | 1.0% |
| Q2 2024 | 261 | $2.0B | 49,165,248 | 35 | 117 | 66 | 1.4% |
| Q1 2024 | 249 | $1.8B | 46,364,316 | 30 | 96 | 87 | 1.5% |
| Q4 2023 | 246 | $1.7B | 46,217,061 | 27 | 77 | 91 | 0.2% |
| Q3 2023 | 214 | $1.5B | 44,227,419 | 20 | 82 | 78 | 0.4% |
| Q2 2023 | 217 | $1.5B | 41,132,119 | 22 | 97 | 69 | 0.8% |
| Q1 2023 | 218 | $1.4B | 40,686,979 | 28 | 108 | 45 | 0.8% |
| Q4 2022 | 215 | $1.7B | 53,366,456 | 52 | 91 | 43 | 0.4% |
| Q3 2022 | 163 | $28.3B | 882,936,273 | 23 | 92 | 25 | 0.1% |
| Q2 2022 | 153 | $23.4B | 697,826,078 | 29 | 81 | 30 | 0.1% |
| Q1 2022 | 141 | $17.1B | 455,155,436 | 26 | 79 | 22 | 0.0% |
| Q4 2021 | 126 | $8.5B | 223,452,226 | 29 | 62 | 17 | 0.1% |
| Q3 2021 | 89 | $3.7B | 106,564,854 | 25 | 46 | 13 | 0.2% |
| Q2 2021 | 72 | $2.7B | 75,880,763 | 15 | 41 | 10 | 0.3% |
| Q1 2021 | 63 | $1.8B | 50,965,296 | 24 | 30 | 5 | 0.8% |
| Q4 2020 | 47 | $667.2M | 20,344,730 | 10 | 27 | 3 | 0.2% |
| Q3 2020 | 36 | $88.1M | 2,861,859 | 17 | 13 | 3 | 0.4% |
| Q2 2020 | 20 | $22.7M | 763,339 | 7 | 6 | 3 | 1.1% |
| Q1 2020 | 14 | $14.0M | 517,478 | 4 | 5 | 2 | 0.5% |
| Q4 2019 | 10 | $9.1M | 279,971 | 2 | 5 | 0 | 0.0% |
| Q3 2019 | 13 | $12.0M | 374,506 | 3 | 3 | 1 | 0.1% |
| Q2 2019 | 14 | $12.9M | 404,056 | 4 | 4 | 2 | 0.6% |
| Q1 2019 | 10 | $8.8M | 276,510 | 2 | 4 | 2 | 0.9% |
| Q4 2018 | 8 | $4.7M | 172,834 | 0 | 0 | 0 | 2.0% |