DaveManuel.com · Institutional Ownership · Who Owns It
AMPLIFY ETF TR (IDVO)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
128
Reporting holders
$534.1M
Reported value
0.0%
Calls
0.0%
Puts
+16
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 | $95.9M | 2,283,788 | 0.03% | 7q | +13.8%+$11.7M |
| CPC Advisors, LLC | $52.8M | 1,256,789 | 7.12% | 4q | +12579.5%+$52.4M |
| Janney Montgomery Scott LLC | $45.5M | 1,083,262 | 0.09% | 12q | +29.1%+$10.3M |
| LPL Financial LLC | $41.9M | 997,619 | 0.01% | 12q | +27.6%+$9.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | $26.9M | 639,968 | 0.42% | 11q | +2.1%+$565.1K |
| OSAIC HOLDINGS, INC. | $25.8M | 614,472 | 0.03% | 14q | +24.4%+$5.1M |
| Principle Wealth Partners LLC | $19.8M | 472,356 | 0.98% | 5q | +12.1%+$2.1M |
| STIFEL FINANCIAL CORP | $19.2M | 456,668 | 0.02% | 11q | +11.8%+$2.0M |
| MORGAN STANLEY | $18.1M | 431,833 | 0.00% | 8q | +94393.0%+$18.1M |
| Sequoia Financial Advisors, LLC | $17.7M | 422,510 | 0.09% | 3q | -14.7%-$3.1M |
| UBS Group AG | $14.5M | 346,337 | 0.00% | 9q | +2.5%+$353.3K |
| ROYAL BANK OF CANADA | $9.9M | 235,435 | 0.00% | 13q | +139.1%+$5.8M |
| CARY STREET PARTNERS FINANCIAL LLC | $9.7M | 230,381 | 0.21% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 223,609 | 0.01% | 11q | +4.1%+$370.8K |
| Elmwood Wealth Management, Inc. | $8.6M | 205,229 | 2.16% | 11q | +1.8%+$155.9K |
| ARQ WEALTH ADVISORS, LLC | $7.1M | 164,798 | 0.88% | new | NEW |
| EverSource Wealth Advisors, LLC | $6.9M | 165,082 | 0.23% | 7q | +6.0%+$390.3K |
| Steward Partners Investment Advisory, LLC | $6.0M | 143,993 | 0.03% | 14q | +4.5%+$261.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 139,950 | 0.00% | 3q | +22.2%+$1.1M |
| TRUIST FINANCIAL CORP | $5.7M | 135,849 | 0.01% | 5q | +3.9%+$212.6K |
| Atlas Wealth LLC | $5.4M | 127,500 | 0.76% | 2q | +15.2%+$707.3K |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 123,897 | 0.00% | 5q | -9.0%-$516.3K |
| IAM Advisory, LLC | $4.4M | 103,899 | 0.85% | 2q | +4.4%+$184.3K |
| Proficio Capital Partners LLC | $4.3M | 101,520 | 0.15% | 3q | +60.6%+$1.6M |
| Baird Financial Group, Inc. | $4.0M | 94,185 | 0.01% | 2q | +101.4%+$2.0M |
| Visionary Wealth Advisors | $3.9M | 91,960 | 0.15% | 11q | +13.9%+$472.2K |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.8M | 90,798 | 1.85% | 9q | +0.9%+$32.9K |
| SAGESPRING WEALTH PARTNERS, LLC | $2.7M | 65,126 | 0.04% | 2q | +11.1%+$274.2K |
| Retirement Planning Group, LLC | $2.7M | 65,021 | 0.07% | 2q | +15.3%+$362.0K |
| Financial Insights, Inc. | $2.3M | 54,234 | 0.60% | 4q | +7.1%+$150.2K |
| Pasadena Private Wealth, LLC | $2.2M | 52,424 | 0.28% | 5q | +24.3%+$430.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 48,847 | 0.00% | 6q | +29.3%+$468.6K |
| CAP Partners, LLC | $2.0M | 46,446 | 0.95% | 11q | +2.4%+$45.4K |
| Capital Investment Advisory Services, LLC | $1.9M | 45,214 | 0.12% | 13q | +7.2%+$127.9K |
| NewEdge Advisors, LLC | $1.7M | 41,073 | 0.01% | 6q | +7.2%+$115.5K |
| URS Advisory LLC | $1.6M | 37,539 | 0.88% | 2q | -39.5%-$1.0M |
| Northwest Financial Advisors | $1.5M | 35,333 | 0.20% | 11q | -4.0%-$61.7K |
| Snowden Capital Advisors LLC | $1.5M | 34,852 | 0.03% | 5q | +6.4%+$88.6K |
| JONES FINANCIAL COMPANIES LLLP | $1.4M | 34,521 | 0.00% | 5q | +36.7%+$385.4K |
| Navis Wealth Advisors, LLC | $1.3M | 31,726 | 0.51% | new | NEW |
| OLD MISSION CAPITAL LLC | $1.3M | 31,455 | 0.02% | 2q | -41.7%-$946.3K |
| Carr Financial Group Corp | $1.3M | 30,289 | 0.29% | 3q | +9.2%+$107.6K |
| Private Advisor Group, LLC | $1.2M | 28,527 | 0.01% | 2q | +35.9%+$316.3K |
| Karras Company, Inc. | $1.2M | 28,420 | 1.08% | 3q | +44.8%+$369.3K |
| MILESTONE ASSET MANAGEMENT, LLC | $1.1M | 26,298 | 0.17% | new | NEW |
| US BANCORP \DE\ | $1.1M | 25,881 | 0.00% | 2q | +57.7%+$398.0K |
| JPMORGAN CHASE & CO | $1.0M | 25,002 | 0.00% | 3q | +43006.9%+$1.0M |
| Bright Futures Wealth Management, LLC. | $1.0M | 24,527 | 0.67% | 2q | -10.6%-$121.8K |
| Savvy Advisors, Inc. | $1.0M | 24,310 | 0.02% | 3q | -3.3%-$34.5K |
| JOHNSON INVESTMENT COUNSEL INC | $966.6K | 23,015 | 0.01% | 2q | HELD |
| Institute for Wealth Management, LLC. | $964.3K | 22,959 | 0.09% | 3q | +48.4%+$314.6K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $953.8K | 22,709 | 0.19% | new | NEW |
| Farther Finance Advisors, LLC | $950.8K | 22,637 | 0.01% | 5q | -9.2%-$96.1K |
| Embree Financial Group | $905.9K | 21,570 | 0.09% | 5q | +34.5%+$232.5K |
| HARBOUR INVESTMENTS, INC. | $902.7K | 21,492 | 0.01% | 2q | +122.7%+$497.4K |
| Hilltop Holdings Inc. | $858.9K | 20,451 | 0.07% | 2q | -0.9%-$7.8K |
| Goldstone Financial Group, LLC | $808.8K | 19,256 | 0.07% | 9q | -6.2%-$53.3K |
| HBK Sorce Advisory LLC | $682.5K | 15,932 | 0.01% | 5q | +41.3%+$199.5K |
| Reliant Wealth Planning | $631.2K | 15,028 | 0.17% | 2q | +62.6%+$243.1K |
| Kestra Advisory Services, LLC | $616.7K | 14,684 | 0.00% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $577.0K | 13,739 | 0.02% | 2q | +36.7%+$155.0K |
| INTEGRITY ALLIANCE, LLC. | $463.4K | 11,033 | 0.01% | 2q | +79.4%+$205.0K |
| UMB Bank, n.a. | $453.6K | 10,800 | 0.01% | 3q | HELD |
| Equitable Holdings, Inc. | $449.3K | 10,697 | 0.00% | 2q | +12.2%+$48.8K |
| Arkadios Wealth Advisors | $440.4K | 10,487 | 0.01% | 3q | +24.4%+$86.4K |
| Sigma Planning Corp | $425.7K | 10,135 | 0.01% | new | NEW |
| Strategic Wealth Partners, Ltd. | $375.2K | 8,933 | 0.02% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $372.0K | 8,991 | 0.02% | new | NEW |
| Redwood Family Wealth LLC | $367.4K | 8,747 | 0.32% | 3q | -5.0%-$19.3K |
| Atria Investments, Inc | $358.5K | 8,535 | 0.00% | 2q | +27.1%+$76.5K |
| INDEPENDENT FINANCIAL GROUP, LLC | $353.5K | 8,417 | 0.01% | 2q | +18.8%+$55.9K |
| Mariner, LLC | $348.6K | 8,300 | 0.00% | new | NEW |
| Marion Wealth Management | $330.0K | 7,857 | 0.07% | 2q | +37.0%+$89.0K |
| FLAGSTAR SECURITIES, INC | $309.8K | 7,375 | 0.09% | new | NEW |
| Tidemark, LLC | $294.4K | 7,010 | 0.07% | 10q | +3.3%+$9.3K |
| PFG Investments, LLC | $283.8K | 6,757 | 0.01% | 2q | -6.8%-$20.7K |
| HighTower Advisors, LLC | $282.5K | 6,727 | 0.00% | new | NEW |
| HighPoint Advisor Group LLC | $267.8K | 6,377 | 0.01% | 2q | +4.4%+$11.2K |
| LifeGoal Investments, LLC | $265.1K | 6,313 | 0.12% | new | NEW |
| WELLS FARGO & COMPANY/MN | $257.0K | 6,119 | 0.00% | 5q | +611800.0%+$256.9K |
| Capital Wealth Planning, LLC | $241.4K | 5,747 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $237.3K | 5,649 | 0.00% | 2q | HELD |
| BENJAMIN EDWARDS INC | $231.4K | 5,509 | 0.00% | 2q | +9.4%+$19.9K |
| Bison Wealth, LLC | $220.9K | 5,237 | 0.02% | 2q | +10.0%+$20.0K |
| MONECO ADVISORS, LLC | $215.6K | 5,133 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $214.2K PUT | options only | 0.00% | 2q | OPTIONS |
| Brookstone Capital Management | $214.1K | 5,096 | 0.00% | new | NEW |
| Mission Hills Financial Advisory, LLC | $212.1K | 5,051 | 0.09% | new | NEW |
| Avidian Wealth Enterprises, LLC | $203.7K | 4,850 | 0.01% | new | NEW |
| Trexquant Investment LP | $203.5K | 4,846 | 0.00% | new | NEW |
| Clear Trail Advisors, LLC | $203.2K | 4,839 | 0.03% | 3q | -11.3%-$25.8K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $201.0K | 4,786 | 0.03% | new | NEW |
| SIMPLEX TRADING, LLC | $163.3K | 3,887 | 0.00% | 2q | -38.8%-$103.5K |
| CENTAURUS FINANCIAL, INC. | $160.0K | 3,800 | 0.01% | 2q | +7.3%+$10.9K |
| Pinnacle Bancorp, Inc. | $144.0K | 3,428 | 0.04% | 4q | HELD |
| AdvisorNet Financial, Inc | $131.2K | 3,125 | 0.01% | 9q | HELD |
| FIFTH THIRD BANCORP | $102.4K | 2,439 | 0.00% | 2q | +143.9%+$60.4K |
| Noble Wealth Management PBC | $88.2K | 2,100 | 0.04% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $84.0K | 2,000 | 0.01% | new | NEW |
| Aptus Capital Advisors, LLC | $76.7K | 1,825 | 0.00% | 7q | HELD |
Showing the largest 100 of 128 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 | 46 | $104.0M | 2,514,452 | 7 | 23 | 2 | 0.0% |
| Q2 2026 | 128 | $534.1M | 12,709,223 | 29 | 61 | 21 | 0.0% |
| Q1 2026 | 112 | $383.9M | 9,474,405 | 51 | 41 | 14 | 0.1% |
| Q4 2025 | 66 | $248.6M | 6,478,902 | 17 | 29 | 8 | 0.0% |
| Q3 2025 | 49 | $205.9M | 5,526,467 | 6 | 33 | 5 | 0.0% |
| Q2 2025 | 50 | $157.6M | 4,586,378 | 16 | 20 | 8 | 0.0% |
| Q1 2025 | 34 | $122.6M | 3,897,388 | 6 | 19 | 4 | 0.0% |
| Q4 2024 | 34 | $88.5M | 2,965,242 | 3 | 20 | 5 | 0.0% |
| Q3 2024 | 33 | $84.5M | 2,745,034 | 4 | 19 | 5 | 0.0% |
| Q2 2024 | 31 | $79.1M | 2,602,761 | 7 | 18 | 1 | 0.0% |
| Q1 2024 | 26 | $70.0M | 2,293,884 | 4 | 17 | 3 | 0.0% |
| Q4 2023 | 23 | $55.0M | 1,911,532 | 10 | 4 | 3 | 0.0% |
| Q3 2023 | 13 | $23.9M | 892,846 | 5 | 6 | 1 | 0.0% |
| Q2 2023 | 12 | $6.1M | 220,097 | 7 | 4 | 1 | 0.0% |
| Q1 2023 | 8 | $5.1M | 187,105 | 5 | 1 | 2 | 0.0% |
| Q4 2022 | 4 | $902.5K | 34,851 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $1.2M | 53,676 | 3 | 0 | 0 | 0.0% |