SEC 13F Intelligence

AMPLIFY ETF TR

CUSIP 032108805

Amplify Etf Tr has 51 institutional holders in Filings Flow’s 13F database, together reporting 1.63M shares worth $22M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Davenport & Co LLC, and Ameriprise Financial Inc.

Institutional Holders
51
Q1 2026
Reported Value
$22M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 6Q4 ’18Q1 ’19: 5Q2 ’19: 6Q2 ’19Q3 ’19: 6Q2 ’21: 46Q2 ’21Q4 ’21: 64Q4 ’22: 58Q4 ’22Q4 ’25: 47Q1 ’26: 51Q1 ’26Q2 ’26: 4filingsflow.com
Total reported value
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $914,000Q2 ’19Q3 ’19: $791,000Q2 ’21: $22MQ2 ’21Q4 ’21: $497MQ4 ’22: $15MQ4 ’22Q4 ’25: $12MQ1 ’26: $22MQ1 ’26Q2 ’26: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NAPA WEALTH MANAGEMENT$213M AUM0.18%$394,28530.4KQ3 2025OLDER
Baron Financial Group, LLC$210M AUM0.10%$214,02813.9KQ2 2026
Cordoba Advisory Partners LLC$362M AUM0.09%$330,17322.6KQ1 2026OLDER
Sherman Asset Management, Inc.$109M AUM0.06%$66,1264.4KQ1 2026OLDER
Great Diamond Partners, LLC$582M AUM0.06%$345,30222.5KQ2 2026
Twin Lakes Capital Management, LLC$220M AUM0.04%$90,4726.1KQ1 2026OLDER
Secure Asset Management, LLC$632M AUM0.03%$176,95512.8KQ4 2025OLDER
Harbor Asset Planning, Inc.$119M AUM0.03%$31,4252.1KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M90.9KQ1 2026OLDER
DAVENPORT & Co LLC$20.4B AUM0.01%$2M124.4KQ2 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$306,80820.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$587,31139.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$9M602.0KQ1 2026OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$503,02933.8KQ1 2026OLDER
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$3,469233Q1 2026OLDER
Cape Investment Advisory, Inc.$301M AUM0.00%$6,976506Q4 2025OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.00%$26,0581.8KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$976,83865.6KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$29,7802.0KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$225,74615.2KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$138,99210.1KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$451,53230.3KQ1 2026OLDER
Asset Dedication, LLC$1.4B AUM0.00%$6,269421Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$296,06419.9KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$3,723250Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$70,3864.7KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$39,3902.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$1M85.0KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M96.8KQ1 2026OLDER
CITY HOLDING CO$800M AUM0.00%$2,307155Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$205,31013.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M82.1KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$5,063340Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,871260Q1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,489100Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$983,73866.1KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$103,0386.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$314,00021.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$4,005269Q1 2026OLDER
HM PAYSON & CO$6.9B AUM0.00%$2,085140Q1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$93863Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$114,8767.7KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$1,697114Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$1,932140Q4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$6,088408Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$8,055541Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$7,445500Q1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$39030Q3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$69,5015.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1,653111Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$96670Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$19613Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$2,939197Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1,380100Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$131Q2 2026

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