SEC 13F Intelligence

Baron Financial Group, LLC / DIVO

Baron Financial Group, LLC’s Amplify Etf Tr Position

Does Baron Financial Group, LLC own Amplify Etf Tr (DIVO)? Yes — 107.0K shares worth $5M (+2.33% of its 13F portfolio) as of Q2 2026, up from 105.6K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
107.0K
% of Portfolio
+2.33%
Quarters Held
11
currently held

Position History DIVO

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5MQ2 ’26: $5MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026107.0K$5M+2.33%
Q1 2026105.6K$5M+2.55%
Q4 2025103.0K$5M+2.46%
Q3 2025101.5K$5M+2.48%
Q2 202599.4K$4M+2.48%
Q1 202597.8K$4M+2.51%
Q4 202494.7K$4M+2.38%
Q3 202489.7K$4M+2.26%
Q2 202486.5K$3M+2.13%
Q1 202482.8K$3M+1.99%
Q4 202359.4K$2M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Financial Group, LLC’s full portfolio or all institutional holders of DIVO.