DaveManuel.com · Institutional Ownership · Who Owns It
AMPLIFY ETF TR (YYY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
94
Reporting holders
$244.1M
Reported value
0.0%
Calls
0.1%
Puts
+6
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 |
|---|---|---|---|---|---|
| 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 |
| Cambridge Investment Research Advisors, Inc. | $25.8M | 2,239,592 | 0.03% | 25q | +116.5%+$13.9M |
| 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 | +32.0%+$2.4M |
| 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 |
| WEDBUSH SECURITIES INC | $3.1M | 266,953 | 0.08% | 20q | +12.9%+$350.7K |
| 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 |
| CENTAURUS FINANCIAL, INC. | $739.0K | 64,103 | 0.03% | 27q | +53.3%+$257.1K |
| 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% | 25q | -29.5%-$200.7K |
| 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 |
| Janney Montgomery Scott LLC | $274.0K | 23,734 | 0.00% | 7q | +3.7%+$9.8K |
| 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 PUT | 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 |
| HRT FINANCIAL LP | $127.0K | 11,069 | 0.00% | new | NEW |
| 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 |
| BFC Planning, Inc. | $75.0K | 6,503 | 0.00% | 7q | HELD |
| 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% |
| 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 |
| 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 |
| 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 |
| Financial Network Wealth Advisors LLC | $661 | 57 | 0.00% | 6q | +1.8% |
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 | 26 | $28.4M | 2,737,497 | 3 | 12 | 7 | 0.0% |
| Q2 2026 | 94 | $244.1M | 21,162,503 | 14 | 46 | 15 | 0.1% |
| Q1 2026 | 88 | $211.9M | 19,188,101 | 14 | 41 | 11 | 0.1% |
| Q4 2025 | 90 | $190.9M | 16,591,018 | 15 | 36 | 19 | 0.0% |
| Q3 2025 | 85 | $165.2M | 13,987,049 | 10 | 37 | 19 | 0.0% |
| Q2 2025 | 84 | $146.8M | 12,522,017 | 8 | 38 | 22 | 0.1% |
| Q1 2025 | 84 | $137.1M | 11,990,045 | 18 | 36 | 18 | 0.2% |
| Q4 2024 | 73 | $121.7M | 10,521,088 | 11 | 25 | 14 | 0.1% |
| Q3 2024 | 67 | $101.6M | 8,237,655 | 9 | 32 | 13 | 0.0% |
| Q2 2024 | 63 | $112.5M | 7,810,852 | 12 | 32 | 12 | 0.0% |
| Q1 2024 | 60 | $101.6M | 8,430,044 | 11 | 26 | 12 | 0.0% |
| Q4 2023 | 57 | $91.2M | 7,844,345 | 9 | 25 | 12 | 0.0% |
| Q3 2023 | 53 | $68.0M | 6,120,509 | 6 | 23 | 16 | 0.0% |
| Q2 2023 | 52 | $60.6M | 5,176,553 | 8 | 18 | 16 | 0.0% |
| Q1 2023 | 49 | $56.4M | 4,833,039 | 7 | 26 | 5 | 0.0% |
| Q4 2022 | 49 | $49.6M | 4,256,615 | 4 | 19 | 13 | 0.0% |
| Q3 2022 | 51 | $333.3M | 29,259,580 | 7 | 16 | 12 | 0.0% |
| Q2 2022 | 55 | $402.8M | 31,866,788 | 7 | 20 | 15 | 0.0% |
| Q1 2022 | 53 | $303.5M | 20,310,153 | 5 | 14 | 23 | 0.0% |
| Q4 2021 | 60 | $155.7M | 9,350,714 | 10 | 22 | 15 | 0.2% |
| Q3 2021 | 55 | $151.7M | 9,011,757 | 9 | 23 | 10 | 0.0% |
| Q2 2021 | 54 | $151.2M | 8,573,668 | 12 | 25 | 7 | 0.0% |
| Q1 2021 | 45 | $111.3M | 6,661,180 | 8 | 16 | 10 | 0.0% |
| Q4 2020 | 40 | $30.9M | 1,939,958 | 6 | 12 | 10 | 0.0% |
| Q3 2020 | 36 | $809.7M | 55,245,038 | 5 | 6 | 14 | 0.0% |
| Q2 2020 | 36 | $27.7M | 1,935,450 | 6 | 7 | 10 | 0.0% |
| Q1 2020 | 38 | $29.9M | 2,345,434 | 12 | 9 | 8 | 0.0% |
| Q4 2019 | 34 | $41.3M | 2,312,744 | 25 | 1 | 0 | 0.0% |
| Q3 2019 | 32 | $57.4M | 2,569,799 | 8 | 7 | 8 | 0.0% |
| Q2 2019 | 32 | $35.5M | 1,982,866 | 5 | 11 | 6 | 0.0% |
| Q1 2019 | 30 | $31.5M | 1,780,839 | 3 | 11 | 7 | 0.0% |
| Q4 2018 | 33 | $28.0M | 1,743,502 | 2 | 0 | 0 | 0.0% |