SEC 13F Intelligence

BATTAMPLIFY ETF TR

CUSIP 032108805 · Yahoo Finance ↗ · Google Finance ↗

Amplify Etf Tr (BATT) has 50 institutional holders in Filings Flow’s 13F database, together reporting 1.63M shares worth $24M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Davenport & Co LLC, and Q3 Asset Management.

Institutional Holders
50
Q1 2026
Reported Value
$24M
Ticker
BATT
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 6Q1 ’19Q2 ’19: 7Q3 ’19: 7Q4 ’19: 6Q1 ’20: 6Q1 ’20Q2 ’20: 5Q3 ’20: 5Q4 ’20: 10Q1 ’21: 33Q1 ’21Q2 ’21: 45Q3 ’21: 53Q4 ’21: 61Q1 ’22: 63Q1 ’22Q2 ’22: 59Q3 ’22: 58Q4 ’22: 57Q1 ’23: 56Q1 ’23Q2 ’23: 52Q3 ’23: 53Q4 ’23: 55Q1 ’24: 42Q1 ’24Q2 ’24: 44Q3 ’24: 39Q4 ’24: 47Q1 ’25: 43Q1 ’25Q2 ’25: 41Q3 ’25: 38Q4 ’25: 48Q1 ’26: 50Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $908,000Q4 ’19: $1MQ1 ’20: $741,000Q1 ’20Q2 ’20: $223,000Q3 ’20: $421,000Q4 ’20: $1MQ1 ’21: $5MQ1 ’21Q2 ’21: $22MQ3 ’21: $24MQ4 ’21: $27MQ1 ’22: $28MQ1 ’22Q2 ’22: $22MQ3 ’22: $20MQ4 ’22: $17MQ1 ’23: $20MQ1 ’23Q2 ’23: $16MQ3 ’23: $13MQ4 ’23: $12MQ1 ’24: $11MQ1 ’24Q2 ’24: $9MQ3 ’24: $6MQ4 ’24: $7MQ1 ’25: $5MQ1 ’25Q2 ’25: $8MQ3 ’25: $7MQ4 ’25: $14MQ1 ’26: $24MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$9M602.0KQ1 2026
DAVENPORT & Co LLC$20.4B AUM0.01%$2M123.9KQ1 2026
Q3 Asset Management$412M AUM0.37%$2M102.8KQ1 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M96.8KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$1M90.9KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$1M85.0KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M82.1KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.03%$1M69.5KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$983,73866.1KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$976,83865.6KQ1 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$587,31139.4KQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$503,02933.8KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$451,53230.3KQ1 2026
NAPA WEALTH MANAGEMENT$213M AUM0.18%$394,28530.4KQ3 2025OLDER
Cordoba Advisory Partners LLC$362M AUM0.09%$330,17322.6KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$314,00021.1KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$306,80820.6KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$296,06419.9KQ1 2026
Great Diamond Partners, LLC$582M AUM0.05%$276,22418.6KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$269,00019.5KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$231,30524.8KQ2 2025OLDER
CWM, LLC$38.1B AUM0.00%$225,74615.2KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$221,54523.7KQ2 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$205,31013.8KQ1 2026
Baron Financial Group, LLC$210M AUM0.10%$191,78412.9KQ1 2026
Secure Asset Management, LLC$632M AUM0.03%$176,95512.8KQ4 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$138,99210.1KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$114,8767.7KQ1 2026
Centerpoint Advisors, LLC$307M AUM0.03%$104,0007.0KQ1 2026
SIMPLEX TRADING, LLC$149.1B AUM0.00%$103,0386.9KQ1 2026
Twin Lakes Capital Management, LLC$220M AUM0.04%$90,4726.1KQ1 2026
MAI Capital Management$17.7B AUM0.00%$70,3864.7KQ1 2026
Sherman Asset Management, Inc.$109M AUM0.06%$66,1264.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$39,3902.6KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$34,7272.3KQ1 2026
Harbor Asset Planning, Inc.$119M AUM0.03%$31,4252.1KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$29,7802.0KQ1 2026
N.E.W. Advisory Services LLC$1.3B AUM0.00%$26,0581.8KQ1 2026
Financial Network Wealth Advisors LLC$98M AUM0.02%$21,2781.4KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$8,055541Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$7,445500Q1 2026
Cape Investment Advisory, Inc.$301M AUM0.00%$6,976506Q4 2025OLDER
Asset Dedication, LLC$1.4B AUM0.00%$6,269421Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$6,088408Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$4,005269Q1 2026
CX Institutional$3.5B AUM0.00%$4,000384Q2 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$3,871260Q1 2026
Golden State Wealth Management, LLC$915M AUM0.00%$3,723250Q1 2026
EVOLUTION WEALTH MANAGEMENT INC.$137M AUM0.00%$3,469233Q1 2026
FMR LLC$1.90T AUM0.00%$2,939197Q1 2026
CITY HOLDING CO$800M AUM0.00%$2,307155Q1 2026
HM PAYSON & CO$6.9B AUM0.00%$2,085140Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$1,932140Q4 2025OLDER
Ridgewood Investments LLC$244M AUM0.00%$1,784191Q2 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$1,697114Q1 2026
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$1,653111Q1 2026
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,489100Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$1,380100Q4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$1,168125Q2 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$1,065114Q2 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$96670Q4 2025OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$93863Q1 2026
Blue Trust, Inc.$8.7B AUM0.00%$39030Q3 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$19613Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$131Q1 2026
Creekmur Asset Management LLC$1M AUM0.00%$40Q3 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.