Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2024 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
Ausdal Financial Partners, Inc. | 19 | 19 | 0.07% | 0.10% | 0.16% | Q4 2019 | Q2 2024 | 19 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 19 |
LPL Financial LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 19 |
MML INVESTORS SERVICES, LLC | 13 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 18 |
Advisory Services Network, LLC | 16 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 18 |
CENTAURUS FINANCIAL, INC. | 18 | 18 | 0.01% | 0.12% | 0.35% | Q4 2019 | Q1 2024 | 18 |
Tower Research Capital LLC (TRC) | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
WEDBUSH SECURITIES INC | 12 | 5 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q2 2024 | 17 |
NewEdge Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2024 | 17 |
Retirement Group, LLC | 9 | 1 | 0.02% | 0.05% | 0.14% | Q4 2019 | Q1 2024 | 16 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q2 2024 | 16 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Capital Investment Advisory Services, LLC | 11 | 4 | 0.00% | 0.04% | 0.16% | Q3 2020 | Q2 2024 | 15 |
Global Retirement Partners, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2024 | 14 |
Freedom Investment Management, Inc. | 14 | 14 | 0.02% | 0.03% | 0.07% | Q1 2021 | Q2 2024 | 14 |
Arkadios Wealth Advisors | 11 | 3 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2024 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2024 | 13 |
Brookstone Capital Management | 13 | 13 | 0.02% | 0.07% | 0.17% | Q2 2021 | Q2 2024 | 13 |
FMR LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 13 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
HOWARD WEALTH MANAGEMENT, LLC | 12 | 12 | 0.12% | 0.22% | 0.43% | Q4 2019 | Q3 2022 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 12 |
Independent Wealth Network Inc. | 12 | 12 | 0.70% | 0.81% | 0.96% | Q3 2021 | Q2 2024 | 12 |
OPTIMUM INVESTMENT ADVISORS | 12 | 12 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q2 2024 | 12 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.14% | 0.19% | 0.23% | Q4 2019 | Q2 2022 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 10 |
CWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 10 |
Citadel Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2024 | 10 |
Sigma Planning Corp | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 9 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
BANK OF MONTREAL /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Advisory Alpha, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 8 |
Destiny Wealth Partners, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 8 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q2 2024 | 8 |
LJI Wealth Management, LLC | 7 | 7 | 2.70% | 3.02% | 3.39% | Q4 2022 | Q2 2024 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2024 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 6 |
Atlantic Private Wealth, LLC | 6 | 6 | 0.22% | 0.23% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Asset Allocation Strategies LLC | 5 | 1 | 0.05% | 0.08% | 0.13% | Q4 2022 | Q2 2024 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 5 |
Triumph Capital Management | 5 | 5 | 0.30% | 0.32% | 0.34% | Q1 2023 | Q1 2024 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2024 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Strategic Financial Concepts, LLC | 3 | 2 | 0.01% | 0.05% | 0.07% | Q1 2023 | Q2 2024 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q2 2024 | 5 |
Regal Investment Advisors LLC | 3 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q4 2021 | 5 |
Anfield Capital Management, LLC | 4 | 1 | 0.39% | 0.46% | 0.52% | Q1 2020 | Q3 2021 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q1 2024 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q2 2021 | 5 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 4.18% | 5.78% | 7.06% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2023 | Q2 2024 | 4 |
ORG Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2019 | Q3 2020 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 4 |
HAP Trading, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 4 |
GOLDMAN SACHS GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FormulaFolio Investments, LLC | 2 | 2 | 0.11% | 0.16% | 0.25% | Q4 2019 | Q2 2021 | 4 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q1 2024 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Tidemark, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q4 2023 | Q2 2024 | 3 |
BANK OF AMERICA CORP /DE/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q2 2024 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 3 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Rockport Wealth LLC | 2 | 2 | 0.69% | 0.89% | 1.08% | Q1 2024 | Q2 2024 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.36% | 0.56% | 0.76% | Q1 2024 | Q2 2024 | 2 |
Glen Eagle Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2020 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
World Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2024 | Q2 2024 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2019 | Q1 2020 | 2 |
Matisse Capital | 2 | 2 | 0.27% | 0.28% | 0.29% | Q1 2020 | Q2 2020 | 2 |
TRAPHAGEN INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Financial Network Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Caitlin John, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Concurrent Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
External links
This page lists all the filers that currently own AMPLIFY ETF TR or have owned AMPLIFY ETF TR in the past.