SEC 13F Intelligence

AIEQAMPLIFY ETF TR

CUSIP 032108565 · Yahoo Finance ↗ · Google Finance ↗

Amplify Etf Tr (AIEQ) has 31 institutional holders in Filings Flow’s 13F database, together reporting 180.9K shares worth $8M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Wealth Enhancement Advisory Services, LLC, and Goldman Sachs Group Inc.

Institutional Holders
31
Q1 2026
Reported Value
$8M
Ticker
AIEQ
Quarters Tracked
9

Ownership Trend

Institutional holders
Q1 ’24: 16Q1 ’24Q2 ’24: 15Q3 ’24: 21Q3 ’24Q4 ’24: 24Q1 ’25: 26Q1 ’25Q2 ’25: 34Q3 ’25: 29Q3 ’25Q4 ’25: 39Q1 ’26: 31Q1 ’26filingsflow.com
Total reported value
Q1 ’24: $13MQ1 ’24Q2 ’24: $13MQ3 ’24: $14MQ3 ’24Q4 ’24: $9MQ1 ’25: $16MQ1 ’25Q2 ’25: $19MQ3 ’25: $19MQ3 ’25Q4 ’25: $19MQ1 ’26: $8MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
LPL Financial LLC$376.6B AUM0.00%$9M201.9KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M82.8KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$1M31.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$947,75021.9KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$742,91817.2KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$658,85114.7KQ3 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$235,7515.2KQ4 2025OLDER
HCR Wealth Advisors$1.1B AUM0.02%$234,7545.4KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$226,1975.2KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$221,7304.9KQ4 2025OLDER
WEDBUSH SECURITIES INC$3.4B AUM0.01%$204,0004.7KQ1 2026
Wood Tarver Financial Group, LLC$362M AUM0.06%$203,0004.5KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$123,8342.9KQ2 2025OLDER
SOA Wealth Advisors, LLC.$530M AUM0.02%$91,4342.1KQ1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$74,5331.7KQ1 2026
TD Waterhouse Canada Inc.$33.7B AUM0.00%$71,4021.6KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$62,0821.4KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$60,6991.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$38,103844Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$35,214815Q1 2026
Financial Perspectives, Inc$358M AUM0.01%$24,434565Q1 2026
UBS Group AG$666.3B AUM0.00%$22,957531Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$22,298512Q1 2026
DAGCO, INC.$461M AUM0.01%$21,760482Q4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$19,000428Q1 2026
Laurel Wealth Advisors LLC$1.0B AUM0.00%$15,124335Q4 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$11,828262Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$10,808250Q1 2026
VANGUARD ADVISERS INC$25.5B AUM0.00%$9,816227Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$9,727225Q1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$6,783160Q2 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$5,620130Q1 2026
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$5,015116Q1 2026
CITIGROUP INC$234.5B AUM0.00%$4,626107Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$2,85366Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2,73663Q1 2026
GILPIN WEALTH MANAGEMENT, LLC$126M AUM0.00%$2,16250Q1 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$2,07548Q1 2026
Allworth Financial LP$24.7B AUM0.00%$2,02147Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$1,42533Q1 2026
Painted Porch Advisors LLC$210M AUM0.00%$1,35130Q4 2025OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$1,29730Q1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$63214Q4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$45110Q4 2025OLDER
Game Plan Financial Advisors, LLC$222M AUM0.00%$1814Q4 2025OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$1353Q4 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.00%$1303Q1 2026
Grey Fox Wealth Advisors, LLC$637M AUM0.00%$451Q3 2025OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$421Q2 2025OLDER
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

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