AMPLIFY ETF TR
CUSIP 032108557
Amplify Etf Tr has 4 institutional holders in Filings Flow’s 13F database, together reporting 601.6K shares worth $37M as of Q1 2026. The largest reported holders are Bailard, Inc., Wcg Wealth Advisors LLC, and Envestnet Portfolio Solutions, Inc..
Institutional Holders
4
Q1 2026
Reported Value
$2M
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 |
|---|---|---|---|---|
| Stonehearth Capital Management, LLC$293M AUM | 0.61% | $2M | 22.1K | Q2 2026 |
| Impact Investors, Inc$144M AUM | 0.48% | $689,322 | 10.4K | Q1 2026OLDER |
| SGL Investment Advisors, Inc.$266M AUM | 0.22% | $587,150 | 7.9K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.15% | $372,999 | 5.6K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.12% | $932,751 | 14.1K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.11% | $4M | 61.6K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.10% | $4M | 66.7K | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 0.08% | $475,759 | 7.2K | Q1 2026OLDER |
| Financial Insights, Inc.$309M AUM | 0.07% | $229,025 | 3.5K | Q1 2026OLDER |
| First Pacific Financial$777M AUM | 0.07% | $560,247 | 8.5K | Q1 2026OLDER |
| Meramec Financial Planners, LLC$252M AUM | 0.07% | $172,255 | 2.3K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.06% | $491,620 | 7.4K | Q1 2026OLDER |
| Westfuller Advisors, LLC$232M AUM | 0.06% | $133,939 | 2.0K | Q1 2026OLDER |
| Arnhold LLC$1.4B AUM | 0.06% | $767,161 | 11.6K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.05% | $388,978 | 5.9K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.05% | $534,568 | 8.1K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.05% | $3M | 43.9K | Q1 2026OLDER |
| Enclave Advisors LLC$729M AUM | 0.04% | $309,112 | 4.7K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.04% | $83,246 | 1.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.04% | $232,589 | 3.6K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $813,336 | 12.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $993,866 | 15.2K | Q4 2025OLDER |
| GGM Financial LLC$217M AUM | 0.02% | $41,370 | 626 | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.02% | $3M | 50.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.02% | $235,361 | 3.6K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.02% | $782,296 | 11.8K | Q1 2026OLDER |
| TFC Financial Management, Inc.$812M AUM | 0.01% | $105,763 | 1.6K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.01% | $221,708 | 3.4K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $456,134 | 6.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $33,039 | 500 | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $14,141 | 214 | Q2 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $252,249 | 3.7K | Q1 2026OLDER |
| Evelyn Partners Investment Management Services Ltd$850M AUM | 0.00% | $23,788 | 360 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $344,129 | 5.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $408,505 | 6.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $714,810 | 10.8K | Q1 2026OLDER |
| Newton One Investments LLC$368M AUM | 0.00% | $3,657 | 55 | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.00% | $2,093 | 36 | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $24,685 | 386 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $540,227 | 8.2K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $464,856 | 7.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 39.7K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $211,052 | 3.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $365,680 | 5.6K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 45.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $360,562 | 5.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $66,768 | 1.0K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $17,768 | 279 | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $10,444 | 164 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $62,444 | 945 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $276,006 | 4.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $841,219 | 13.2K | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $4,362 | 66 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $68,990 | 1.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $42,356 | 641 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $309,507 | 4.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $345,173 | 5.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $479,327 | 7.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $276,000 | 4.2K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $661 | 10 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $107,376 | 1.6K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $26,416 | 400 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $661 | 10 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $93,150 | 1.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $29,385 | 450 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $25,474 | 400 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8,788 | 133 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $595 | 9 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.