SEC 13F Intelligence

AMPLIFY ETF TR

CUSIP 032108102

Amplify Etf Tr has 45 institutional holders in Filings Flow’s 13F database, together reporting 347.7K shares worth $20M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Sfi Advisors, LLC, and Moran Wealth Management, LLC.

Institutional Holders
45
Q1 2026
Reported Value
$20M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 46Q4 ’18Q1 ’19: 52Q2 ’19: 50Q2 ’19Q3 ’19: 40Q2 ’21: 143Q2 ’21Q4 ’21: 116Q4 ’22: 73Q4 ’22Q4 ’25: 57Q1 ’26: 45Q1 ’26Q2 ’26: 3filingsflow.com
Total reported value
Q4 ’18: $93MQ4 ’18Q1 ’19: $62MQ2 ’19: $83MQ2 ’19Q3 ’19: $75MQ2 ’21: $6.2BQ2 ’21Q4 ’21: $1.1BQ4 ’22: $26MQ4 ’22Q4 ’25: $27MQ1 ’26: $20MQ1 ’26Q2 ’26: $1Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Carter Financial Group, INC.$162M AUM0.17%$282,4704.5KQ1 2026OLDER
KRAEMATON INVESTMENT ADVISORS, INC$123M AUM0.17%$214,2572.9KQ4 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.16%$1M9.4KQ2 2026
Swisher Financial Concepts, Inc.$179M AUM0.15%$266,0394.3KQ1 2026OLDER
FFG Partners, LLC$352M AUM0.14%$498,0556.7KQ4 2025OLDER
INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM0.13%$204,4772.7KQ4 2025OLDER
Moran Wealth Management, LLC$3.3B AUM0.07%$2M34.6KQ1 2026OLDER
NWAM LLC$1.7B AUM0.05%$922,32013.0KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.03%$709,93511.4KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.02%$344,3965.5KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.02%$17225Q4 2025OLDER
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM0.01%$237,4283.2KQ4 2025OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.01%$272,1413.7KQ4 2025OLDER
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.01%$267,3824.3KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$204,4912.7KQ4 2025OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.01%$273,1263.7KQ4 2025OLDER
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.01%$44,074705Q1 2026OLDER
Ransom Advisory, Ltd$218M AUM0.00%$10,085156Q4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$92,7181.2KQ4 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$37,510600Q1 2026OLDER
Elevated Capital Advisors, LLC$397M AUM0.00%$13,754220Q1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$23,069369Q1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$26,819429Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$63,7291.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M22.0KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$31,636425Q4 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$1M13.7KQ3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$8,942120Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$4M60.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$313,5195.0KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$20,454327Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$393,2246.3KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$43,876701Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$146,9472.0KQ4 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$4,37770Q1 2026OLDER
Horizon Investments, LLC$8.9B AUM0.00%$43,514696Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$365,4595.8KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M23.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$225,2683.6KQ1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$91,4071.2KQ3 2025OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.00%$2,51433Q3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M29.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M27.8KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$487,5577.8KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$4,28956Q3 2025OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$2514Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$68,3301.1KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$18,775300Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$122,7842.0KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$5,00180Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$12,516200Q2 2026
MORGAN STANLEY$1.67T AUM0.00%$723,4969.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$195,0003.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$4,18967Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$82,4751.3KQ2 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$3,37354Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$75,0821.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$14,177234Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4,75176Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$2504Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$65010Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$76210Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$2243Q4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1,90425Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$122Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$3,12650Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.