DaveManuel.com · Institutional Ownership · Who Owns It
AMPLIFY ETF TR (HACK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
417
Reporting holders
$786.0M
Reported value
1.1%
Calls
0.7%
Puts
+54
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 | $73.7M | 702,325 | 0.02% | 10q | +3.1%+$2.2M |
| HighTower Advisors, LLC | $39.5M | 376,351 | 0.04% | 10q | +5.5%+$2.1M |
| Destination Wealth Management | $32.4M | 308,971 | 0.76% | 10q | HELD |
| RAYMOND JAMES FINANCIAL INC | $32.1M | 305,487 | 0.01% | 7q | +14.5%+$4.1M |
| ROYAL BANK OF CANADA | $22.3M | 212,086 | 0.00% | 10q | -5.6%-$1.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.5M | 196,834 | 0.04% | 10q | HELD |
| Cambridge Investment Research Advisors, Inc. | $20.7M | 196,998 | 0.02% | 10q | +93.7%+$10.0M |
| BANK OF AMERICA CORP /DE/ | $20.5M | 194,936 | 0.00% | 10q | +8.2%+$1.5M |
| Cetera Investment Advisers | $19.4M | 185,333 | 0.02% | 10q | -10.6%-$2.3M |
| UBS Group AG | $17.6M | 167,972 | 0.00% | 10q | +2012.9%+$16.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $16.3M | 155,707 | 0.07% | new | NEW |
| Beacon Harbor Wealth Advisors, Inc. | $14.3M | 133,709 | 2.78% | new | NEW |
| OSAIC HOLDINGS, INC. | $14.2M | 134,891 | 0.02% | 10q | +76.4%+$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | $12.1M | 115,218 | 0.00% | 10q | -36.1%-$6.8M |
| MORGAN STANLEY | $11.6M | 110,834 | 0.00% | 10q | +30.1%+$2.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $11.3M | 107,823 | 0.01% | 10q | -4.6%-$551.1K |
| MML INVESTORS SERVICES, LLC | $11.2M | 106,963 | 0.02% | 10q | -2.7%-$315.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.3M | 98,581 | 0.01% | 10q | +15.2%+$1.4M |
| STIFEL FINANCIAL CORP | $10.0M | 95,087 | 0.01% | 10q | HELD |
| Creative Planning | $9.5M | 91,004 | 0.01% | 10q | -7.6%-$787.3K |
| D.A. DAVIDSON & CO. | $8.7M | 83,079 | 0.05% | 10q | +13.4%+$1.0M |
| Corient Private Wealth LP | $7.9M | 74,899 | 0.01% | 10q | -2.6%-$211.8K |
| Thoma Capital Management LLC | $7.1M | 67,253 | 3.76% | 7q | -2.3%-$166.0K |
| Sowell Financial Services LLC | $6.7M | 63,504 | 0.22% | 10q | +1.8%+$118.0K |
| Sage Capital Management, LLC | $6.6M | 62,415 | 2.56% | 10q | -1.8%-$120.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.4M incl. $4.9M options CALL+PUT | 13,966 | 0.00% | 10q | -90.3%-$59.9M |
| Artesa Financial Group, LLC | $6.0M | 56,739 | 5.09% | 3q | +1.1%+$67.6K |
| Spire Wealth Management | $5.9M | 56,657 | 0.18% | 7q | +465.8%+$4.9M |
| Janney Montgomery Scott LLC | $5.8M | 55,652 | 0.01% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.5M | 52,688 | 0.10% | 10q | +2.5%+$135.5K |
| SCOTIA CAPITAL INC. | $5.5M | 52,579 | 0.02% | 10q | +2.6%+$140.8K |
| Arkadios Wealth Advisors | $5.3M | 50,478 | 0.08% | 6q | +3.6%+$185.0K |
| Brookstone Capital Management | $5.1M | 49,020 | 0.05% | 10q | +4.6%+$226.1K |
| Williams Jones Wealth Management, LLC. | $5.0M | 47,577 | 0.06% | 11q | +3.2%+$155.8K |
| McGuire Investment Group, LLC | $4.9M | 46,985 | 0.43% | 10q | +0.7%+$32.7K |
| Rockefeller Capital Management L.P. | $4.8M | 46,092 | 0.01% | 10q | -38.2%-$3.0M |
| Joseph P. Lucia & Associates, LLC | $4.8M | 45,467 | 1.43% | 10q | HELD |
| Cerity Partners LLC | $4.7M | 44,343 | 0.01% | 9q | +1.3%+$61.1K |
| VALLEY WEALTH MANAGERS, INC. | $4.6M | 44,119 | 0.27% | 8q | -2.9%-$137.6K |
| Financial Engines Advisors L.L.C. | $4.6M | 44,113 | 0.01% | 10q | -10.9%-$566.3K |
| APPLETON PARTNERS INC/MA | $4.6M | 43,494 | 0.28% | 10q | -1.1%-$52.5K |
| OPPENHEIMER & CO INC | $4.5M | 42,659 | 0.05% | 2q | -3.4%-$158.9K |
| Bluespring Wealth Management, LLC | $3.9M | 36,715 | 0.07% | new | NEW |
| Ellis Investment Partners, LLC | $3.8M | 36,512 | 0.58% | 8q | -4.7%-$191.0K |
| Ausdal Financial Partners, Inc. | $3.8M | 36,385 | 0.15% | 9q | +96.9%+$1.9M |
| Advisory Services Network, LLC | $3.8M | 35,739 | 0.04% | 6q | +571.8%+$3.2M |
| Stratos Wealth Partners, LTD. | $3.7M | 35,178 | 0.04% | 10q | HELD |
| Pacific Wealth Strategies Group, Inc. | $3.7M | 35,153 | 2.12% | 5q | +31.8%+$890.9K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $3.6M | 34,062 | 0.17% | 10q | HELD |
| Beacon Pointe Advisors, LLC | $3.5M | 33,674 | 0.02% | 10q | +129.6%+$2.0M |
| ASHFORD CAPITAL MANAGEMENT INC | $3.4M | 32,097 | 0.36% | 10q | -14.5%-$569.7K |
| AAFMAA Wealth Management & Trust LLC | $3.3M | 31,270 | 1.15% | 6q | +8.0%+$243.6K |
| GTS SECURITIES LLC | $3.3M | 31,105 | 0.07% | 4q | +124.7%+$1.8M |
| Walleye Trading LLC | $3.3M incl. $3.2M options PUT | 126 | 0.00% | 2q | -97.2%-$113.0M |
| Apollon Financial, LLC | $3.1M | 29,625 | 0.37% | 10q | -0.7%-$21.0K |
| VestGen Advisors, LLC | $3.0M | 29,063 | 0.09% | 4q | -2.2%-$68.1K |
| MAI Capital Management | $3.0M | 28,994 | 0.01% | 10q | -4.1%-$129.8K |
| JONES FINANCIAL COMPANIES LLLP | $3.0M | 30,626 | 0.00% | 7q | +45.6%+$946.0K |
| VIEWPOINT INVESTMENT PARTNERS CORP | $3.0M | 28,033 | 1.03% | 6q | +11.5%+$309.6K |
| Wealthfront Advisers LLC | $3.0M | 28,451 | 0.01% | 9q | -8.5%-$277.0K |
| CITADEL ADVISORS LLC | $3.0M CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| Kestra Advisory Services, LLC | $2.8M | 26,391 | 0.01% | 10q | -12.9%-$409.3K |
| TD Waterhouse Canada Inc. | $2.8M | 25,871 | 0.01% | 10q | +5.8%+$150.9K |
| Curbstone Financial Management Corp | $2.6M | 24,740 | 0.44% | 10q | +1.4%+$36.7K |
| Cresset Asset Management, LLC | $2.6M | 24,554 | 0.01% | 9q | HELD |
| Curi Capital, LLC | $2.4M | 23,213 | 0.04% | 10q | HELD |
| Baird Financial Group, Inc. | $2.4M | 22,468 | 0.00% | 10q | HELD |
| JANE STREET GROUP, LLC | $2.3M CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| PARK AVENUE SECURITIES LLC | $2.3M | 21,842 | 0.01% | 2q | +56.5%+$827.8K |
| NewEdge Advisors, LLC | $2.3M | 21,632 | 0.01% | 10q | +57.0%+$824.2K |
| Waverly Advisors, LLC | $2.2M | 20,731 | 0.01% | 7q | +10.6%+$209.3K |
| Ameritas Advisory Services, LLC | $2.1M | 20,460 | 0.04% | 9q | +89.9%+$1.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 19,684 | 0.00% | 7q | -7.9%-$177.6K |
| FMR LLC | $1.9M | 18,381 | 0.00% | 10q | -7.1%-$146.8K |
| CAPTRUST FINANCIAL ADVISORS | $1.9M | 18,279 | 0.00% | 9q | -2.3%-$44.6K |
| Steward Partners Investment Advisory, LLC | $1.9M | 17,893 | 0.01% | 10q | -6.7%-$134.7K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $1.8M | 17,513 | 0.41% | 10q | -6.3%-$124.3K |
| Pinnacle Financial Partners, Inc. | $1.8M | 16,923 | 0.01% | 3q | -0.6%-$9.9K |
| IFP Advisors, Inc | $1.7M | 16,083 | 0.03% | 10q | -1.8%-$31.5K |
| Integrated Wealth Concepts LLC | $1.6M | 15,713 | 0.01% | 10q | +9.1%+$137.7K |
| Lido Advisors, LLC | $1.6M | 15,523 | 0.00% | 10q | -5.7%-$98.4K |
| Florin Court Capital LLP | $1.6M | 15,300 | 2.62% | new | NEW |
| WEDBUSH SECURITIES INC | $1.6M | 15,280 | 0.04% | 10q | +1.9%+$29.5K |
| Dakota Wealth Management | $1.6M | 15,192 | 0.03% | 10q | HELD |
| Clark Capital Management Group, Inc. | $1.6M | 15,101 | 0.01% | 2q | -55.8%-$2.0M |
| CENTAURUS FINANCIAL, INC. | $1.6M | 14,850 | 0.06% | 10q | -21.3%-$420.8K |
| NORTHLAND SECURITIES, INC. | $1.5M | 14,301 | 0.87% | 3q | +6.6%+$92.3K |
| Summit Financial, LLC | $1.5M | 14,177 | 0.02% | 6q | +89.3%+$701.8K |
| IFG Advisory, LLC | $1.5M | 14,027 | 0.05% | new | NEW |
| Vigilare Wealth Management | $1.4M | 13,791 | 0.44% | 8q | +37.0%+$390.6K |
| Spartan Wealth Advisory Services LLC | $1.4M | 12,888 | 0.11% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.3M | 12,783 | 0.01% | 10q | -19.2%-$318.7K |
| Independent Wealth Network Inc. | $1.3M | 12,761 | 0.34% | 10q | HELD |
| Prairie Wealth Advisors, Inc. | $1.3M | none filed | 0.32% | 10q | HELD |
| Strategic Wealth Investment Group, LLC | $1.3M | 12,605 | 0.16% | 4q | +11.3%+$134.5K |
| Capital Investment Advisory Services, LLC | $1.3M | 12,162 | 0.08% | 10q | -13.2%-$193.3K |
| Vigil Wealth Management, LLC | $1.3M | 12,156 | 0.91% | 3q | HELD |
| Focus Partners Wealth | $1.3M | 12,149 | 0.00% | 10q | HELD |
| Farther Finance Advisors, LLC | $1.3M | 12,112 | 0.01% | 6q | -7.0%-$95.2K |
| Perigon Wealth Management, LLC | $1.3M | 12,107 | 0.02% | 10q | HELD |
Showing the largest 100 of 417 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 | 173 | $240.7M | 2,000,389 | 26 | 38 | 41 | 0.0% |
| Q2 2026 | 417 | $786.0M | 7,339,994 | 71 | 99 | 103 | 1.8% |
| Q1 2026 | 363 | $505.2M | 6,638,507 | 30 | 89 | 109 | 0.9% |
| Q4 2025 | 374 | $576.3M | 7,167,087 | 33 | 91 | 102 | 0.5% |
| Q3 2025 | 368 | $595.7M | 6,808,028 | 21 | 94 | 90 | 0.8% |
| Q2 2025 | 376 | $683.0M | 7,798,869 | 52 | 98 | 93 | 0.8% |
| Q1 2025 | 353 | $551.5M | 7,590,980 | 38 | 113 | 75 | 1.3% |
| Q4 2024 | 341 | $459.9M | 6,082,595 | 46 | 79 | 64 | 1.4% |
| Q3 2024 | 293 | $393.2M | 5,654,733 | 59 | 59 | 72 | 1.7% |
| Q2 2024 | 257 | $369.9M | 5,569,558 | 38 | 58 | 67 | 2.6% |
| Q1 2024 | 247 | $411.6M | 6,105,436 | 237 | 2 | 1 | 5.0% |
| Q4 2023 | 259 | $384.4M | 5,658,140 | 38 | 68 | 64 | 11.1% |
| Q3 2023 | 269 | $289.0M | 5,274,205 | 23 | 56 | 85 | 5.7% |
| Q2 2023 | 261 | $274.2M | 5,076,697 | 25 | 50 | 82 | 6.3% |
| Q1 2023 | 265 | $284.4M | 5,665,839 | 22 | 44 | 97 | 4.9% |
| Q4 2022 | 266 | $293.8M | 6,235,460 | 32 | 34 | 111 | 6.8% |
| Q3 2022 | 263 | $4.8B | 109,361,935 | 16 | 67 | 74 | 0.3% |
| Q2 2022 | 277 | $3.5B | 75,353,733 | 26 | 62 | 92 | 0.9% |
| Q1 2022 | 304 | $4.7B | 79,181,032 | 34 | 96 | 79 | 0.8% |
| Q4 2021 | 312 | $4.5B | 73,198,846 | 40 | 89 | 67 | 0.6% |
| Q3 2021 | 283 | $4.6B | 74,119,425 | 17 | 112 | 49 | 1.1% |
| Q2 2021 | 288 | $3.8B | 61,299,598 | 31 | 109 | 57 | 1.2% |
| Q1 2021 | 285 | $3.5B | 63,632,511 | 43 | 86 | 70 | 1.4% |
| Q4 2020 | 267 | $3.5B | 60,014,724 | 46 | 77 | 49 | 2.0% |
| Q3 2020 | 226 | $2.9B | 61,332,568 | 41 | 54 | 62 | 0.8% |
| Q2 2020 | 208 | $2.5B | 56,872,681 | 36 | 48 | 57 | 0.6% |
| Q1 2020 | 199 | $1.7B | 48,169,906 | 20 | 58 | 71 | 0.7% |
| Q4 2019 | 218 | $2.4B | 57,762,514 | 22 | 46 | 65 | 0.8% |
| Q3 2019 | 207 | $2.2B | 59,110,082 | 20 | 52 | 64 | 0.8% |
| Q2 2019 | 210 | $2.4B | 58,643,509 | 17 | 74 | 62 | 1.9% |
| Q1 2019 | 220 | $2.4B | 59,849,125 | 29 | 67 | 58 | 0.7% |
| Q4 2018 | 204 | $1.9B | 57,341,066 | 2 | 2 | 6 | 0.3% |