IDVOAMPLIFY ETF TR
CUSIP 032108722 · Yahoo Finance ↗ · Google Finance ↗
Amplify Etf Tr (IDVO) has 109 institutional holders in Filings Flow’s 13F database, together reporting 9.40M shares worth $380M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Janney Montgomery Scott LLC, and Lpl Financial LLC.
Institutional Holders
109
Q1 2026
Reported Value
$380M
Ticker
IDVO
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $81M | 2.01M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.08% | $34M | 839.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $32M | 781.8K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.46% | $25M | 626.5K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.11% | $20M | 495.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.03% | $20M | 493.9K | Q1 2026 |
| Sterling Financial Group, Inc.$316M AUM | 6.25% | $20M | 528.6K | Q3 2025OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.97% | $17M | 421.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.02% | $17M | 408.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14M | 337.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 214.8K | Q1 2026 |
| Elmwood Wealth Management, Inc.$400M AUM | 2.26% | $8M | 201.5K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.19% | $6M | 155.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.03% | $6M | 137.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 136.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $5M | 130.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $5M | 114.6K | Q1 2026 |
| Atlas Wealth LLC$334M AUM | 1.34% | $4M | 110.7K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 0.90% | $4M | 99.5K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 98.5K | Q1 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 2.03% | $4M | 90.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 85.8K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.14% | $3M | 80.7K | Q1 2026 |
| Proficio Capital Partners LLC$1.9B AUM | 0.14% | $3M | 63.2K | Q1 2026 |
| URS Advisory LLC$137M AUM | 1.84% | $3M | 62.1K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.04% | $2M | 58.6K | Q1 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.48% | $2M | 58.5K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.07% | $2M | 56.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 54.0K | Q1 2026 |
| Financial Insights, Inc.$309M AUM | 0.66% | $2M | 50.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 48.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 46.8K | Q1 2026 |
| CAP Partners, LLC$177M AUM | 1.04% | $2M | 45.4K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 43.5K | Q1 2026 |
| Pasadena Private Wealth, LLC$723M AUM | 0.24% | $2M | 42.2K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.12% | $2M | 42.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 38.3K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 37.8K | Q1 2026 |
| Northwest Financial Advisors$52M AUM | 2.87% | $1M | 36.8K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.04% | $1M | 32.7K | Q1 2026 |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.27% | $1M | 30.9K | Q1 2026 |
| Carr Financial Group Corp$379M AUM | 0.30% | $1M | 27.7K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.76% | $1M | 27.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 24.9K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.03% | $1M | 25.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $994,850 | 25.3K | Q1 2026 |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.01% | $931,417 | 23.0K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $849,771 | 21.0K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.08% | $835,110 | 20.6K | Q1 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.09% | $830,646 | 20.5K | Q1 2026 |
| Karras Company, Inc.$99M AUM | 0.81% | $794,346 | 19.6K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $664,111 | 16.4K | Q1 2026 |
| Embree Financial Group$849M AUM | 0.08% | $648,937 | 16.0K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.07% | $626,031 | 15.5K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $581,554 | 14.4K | Q1 2026 |
| HBK Sorce Advisory LLC$5.0B AUM | 0.01% | $482,597 | 11.3K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $437,076 | 10.8K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $406,683 | 10.0K | Q1 2026 |
| CPC Advisors, LLC$617M AUM | 0.07% | $401,136 | 9.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $390,503 | 9.6K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.11% | $373,983 | 9.2K | Q1 2026 |
| Redwood Family Wealth LLC$102M AUM | 0.36% | $372,644 | 9.2K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $365,629 | 9.5K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $341,141 | 8.4K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.01% | $293,408 | 7.3K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.07% | $274,705 | 6.8K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $271,716 | 6.7K | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $257,024 | 6.4K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $248,953 | 6.2K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.01% | $247,406 | 6.1K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $247,312 | 6.1K | Q1 2026 |
| Marion Wealth Management$451M AUM | 0.05% | $232,194 | 5.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $228,656 | 5.7K | Q1 2026 |
| Sage Capital Management, LLC$213M AUM | 0.10% | $226,265 | 5.9K | Q4 2025OLDER |
| Clear Trail Advisors, LLC$601M AUM | 0.04% | $220,678 | 5.5K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $216,678 | 5.7K | Q4 2025OLDER |
| SPC Financial, Inc.$1.3B AUM | 0.02% | $210,689 | 5.7K | Q3 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $205,246 | 4.8K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $203,715 | 5.0K | Q1 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.00% | $201,298 | 5.0K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.01% | $143,000 | 3.5K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.04% | $138,731 | 3.4K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $126,469 | 3.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $83,067 | 2.1K | Q1 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $79,241 | 2.0K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $73,858 | 1.8K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $73,858 | 1.8K | Q1 2026 |
| Reyes Financial Architecture, Inc.$179M AUM | 0.05% | $60,219 | 1.5K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $59,896 | 1.5K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.02% | $47,350 | 1.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $45,448 | 1.1K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $40,470 | 1.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $32,376 | 800 | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.01% | $29,637 | 773 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $25,957 | 641 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $25,010 | 618 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $24,403 | 603 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $18,517 | 457 | Q1 2026 |
| Capital Analysts, LLC$3.6B AUM | 0.00% | $17,000 | 426 | Q1 2026 |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $16,229 | 401 | Q1 2026 |
| Park Square Financial Group, LLC$13M AUM | 0.01% | $15,462 | 450 | Q2 2025OLDER |
| SWAN Capital LLC$272M AUM | 0.00% | $12,141 | 300 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $10,118 | 250 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $8,629 | 231 | Q3 2025OLDER |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $8,094 | 200 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $8,094 | 200 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,544 | 137 | Q1 2026 |
| Roble, Belko & Company, Inc$787M AUM | 0.00% | $5,000 | 118 | Q1 2026 |
| Berbice Capital Management LLC$153M AUM | 0.00% | $4,047 | 100 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $3,607 | 89 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $3,440 | 85 | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $2,954 | 73 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,261 | 58 | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $1,012 | 25 | Q1 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $931 | 23 | Q1 2026 |
| Quattro Advisors LLC$115M AUM | 0.00% | $159 | 4 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $53 | 1 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $34 | 1 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.