AMPLIFY ETF TR
CUSIP 032108524
Amplify Etf Tr has 3 institutional holders in Filings Flow’s 13F database, together reporting 4.22M shares worth $111M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Merit Financial Group, LLC, and Royal Bank Of Canada.
Institutional Holders
3
Q1 2026
Reported Value
$1M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cassady Wealth & Retirement Planning, LLC$193M AUM | 0.71% | $1M | 46.9K | Q1 2026OLDER |
| Claris Financial LLC$183M AUM | 0.37% | $673,152 | 25.3K | Q1 2026OLDER |
| CAP Partners, LLC$177M AUM | 0.25% | $444,821 | 16.7K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.20% | $5M | 170.0K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.20% | $793,058 | 26.6K | Q2 2026 |
| Latitude Advisors, LLC$218M AUM | 0.17% | $375,826 | 14.1K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.14% | $18M | 687.6K | Q1 2026OLDER |
| Souders Financial Advisors$876M AUM | 0.05% | $461,026 | 17.3K | Q1 2026OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.05% | $290,197 | 10.9K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.04% | $2M | 88.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 46.8K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.03% | $211,068 | 7.9K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.03% | $217,800 | 7.5K | Q3 2025OLDER |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.03% | $271,110 | 10.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $256,071 | 9.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $52M | 1.93M | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $315,716 | 11.8K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.01% | $45,305 | 1.7K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $215,704 | 7.4K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $600,931 | 22.5K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $950,681 | 35.7K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 75.8K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $252,880 | 8.7K | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $221,197 | 7.6K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $177,022 | 6.1K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 100.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $295,633 | 10.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 279.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $105,262 | 3.6K | Q4 2025OLDER |
| Capital Wealth Planning, LLC$18.1B AUM | 0.00% | $311,680 | 11.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 365.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $374,790 | 14.1K | Q2 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $108,892 | 4.1K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $260,374 | 9.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $787,486 | 29.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $435,300 | 15.0K | Q4 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $17,154 | 643 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $233,402 | 8.7K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $242,728 | 9.1K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $944,369 | 35.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $7,888 | 296 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $773,996 | 29.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $374,648 | 12.9K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $38,018 | 1.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 49.7K | Q3 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $2,585 | 97 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $289,504 | 10.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $262,103 | 9.8K | Q1 2026OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $19,559 | 674 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $299,146 | 11.2K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $4,184 | 157 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $44 | 2 | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $92 | 3 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.