AMPLIFY ETF TR shareholder history

Current and past AMPLIFY ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Ausdal Financial Partners, Inc. 20200.08%0.23%0.39%Q4 2018Q3 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.01%Q4 2018Q3 202320
JANE STREET GROUP, LLC 1350.00%0.00%0.00%Q4 2018Q2 202318
ROYAL BANK OF CANADA 18180.00%0.00%0.00%Q2 2019Q3 202318
CWM, LLC 1080.00%0.01%0.06%Q1 2019Q3 202318
ARGI Investment Services, LLC 17172.35%3.56%4.55%Q4 2018Q4 202217
IFP Advisors, Inc 17170.00%0.03%0.18%Q3 2019Q3 202317
Financial Architects, Inc 16160.01%0.78%2.86%Q3 2019Q2 202316
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.00%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 15150.05%0.16%0.21%Q1 2020Q3 202315
LPL Financial LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.04%0.06%Q1 2020Q3 202315
Trilogy Capital Inc. 15150.04%0.31%0.53%Q1 2020Q3 202315
Citadel Advisors 210.00%0.00%0.00%Q1 2020Q3 202314
NewEdge Advisors, LLC 14140.02%0.10%0.18%Q2 2020Q3 202314
Prospera Financial Services Inc 14140.01%0.04%0.14%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.01%Q2 2019Q3 202214
Chicago Partners Investment Group LLC 14140.01%0.03%0.08%Q2 2020Q3 202314
First PREMIER Bank 14140.91%2.33%4.11%Q2 2020Q3 202314
COMMONWEALTH EQUITY SERVICES, LLC 1210.00%0.01%0.02%Q4 2019Q1 202313
RDA Financial Network 13131.09%1.39%1.55%Q3 2020Q3 202313
Cetera Advisors LLC 13130.00%0.04%0.12%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.01%0.07%0.10%Q3 2020Q3 202313
Brookstone Capital Management 1030.00%0.11%0.56%Q1 2020Q2 202313
McAdam, LLC 12120.23%0.46%0.61%Q4 2020Q3 202312
HighTower Advisors, LLC 1110.00%0.00%0.00%Q1 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
Capital Investment Advisory Services, LLC 12120.00%0.27%0.66%Q4 2020Q3 202312
Horan Securities, Inc. 740.06%0.18%0.33%Q3 2020Q2 202311
KB FINANCIAL PARTNERS, LLC 11110.00%3.65%7.12%Q1 2021Q3 202311
Freedom Investment Management, Inc. 11110.08%0.36%0.58%Q1 2021Q3 202311
Global Retirement Partners, LLC 740.00%0.01%0.05%Q4 2020Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.10%0.32%Q4 2020Q2 202311
MML INVESTORS SERVICES, LLC 11110.01%0.08%0.09%Q1 2020Q3 202211
CFM WEALTH PARTNERS LLC 10100.05%0.08%0.10%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.03%Q1 2021Q3 202310
American Portfolios Advisors 10100.00%0.04%0.20%Q2 2020Q3 202210
Integrated Advisors Network LLC 10100.02%0.17%0.66%Q4 2019Q1 202210
Cooper Financial Group 10100.10%0.39%0.92%Q3 2020Q4 202210
CGN Advisors LLC 990.04%1.41%2.17%Q4 2020Q4 20229
CENTAURUS FINANCIAL, INC. 990.01%0.01%0.02%Q3 2021Q3 20239
Tidal Investments LLC 990.01%0.03%0.05%Q2 2020Q2 20229
Private Advisor Group, LLC 990.00%0.01%0.01%Q1 2020Q1 20229
HALBERT HARGROVE GLOBAL ADVISORS, LLC 880.04%3.36%6.53%Q4 2020Q3 20228
IHT Wealth Management, LLC 880.02%0.02%0.02%Q3 2020Q2 20228
Jaffetilchin Investment Partners, LLC 880.03%0.04%0.06%Q4 2020Q3 20228
Sowell Financial Services LLC 610.00%0.01%0.05%Q4 2019Q4 20228
Empirical Finance, LLC 880.03%0.08%0.10%Q4 2020Q3 20228
Livingston Group Asset Management CO (operating as Southport Capital Management) 880.21%0.42%0.74%Q2 2020Q1 20228
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
M Holdings Securities, Inc. 410.03%0.04%0.06%Q1 2020Q3 20228
UBS Group AG 610.00%0.00%0.00%Q1 2021Q3 20238
Kathmere Capital Management, LLC 880.21%0.61%0.79%Q4 2020Q3 20228
TIEDEMANN ADVISORS, LLC 620.01%0.04%0.08%Q2 2021Q2 20238
Altus Wealth Group LLC 882.61%3.51%3.91%Q4 2020Q3 20228
Darwin Wealth Management, LLC 880.10%0.62%1.19%Q1 2021Q4 20228
Cetera Investment Advisers 880.00%0.04%0.08%Q4 2020Q3 20228
FundX Investment Group, LLC 880.13%1.89%5.52%Q1 2020Q4 20218
Silicon Hills Wealth Management, LLC 880.22%1.41%4.11%Q3 2020Q2 20228
AXXCESS WEALTH MANAGEMENT, LLC 880.09%0.17%0.62%Q4 2021Q3 20238
MONEY CONCEPTS CAPITAL CORP 510.00%0.03%0.04%Q1 2021Q3 20238
Cetera Advisor Networks LLC 880.03%0.04%0.05%Q3 2020Q2 20228
STEPHENS INC /AR/ 770.23%0.31%0.35%Q2 2020Q4 20217
OLD MISSION CAPITAL LLC 310.01%0.05%0.17%Q1 2021Q2 20237
Beacon Financial Advisory LLC 610.10%0.13%0.23%Q2 2020Q1 20227
ProVise Management Group, LLC 770.10%0.12%0.14%Q3 2020Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.04%0.12%Q1 2021Q4 20227
FMR LLC 310.00%0.00%0.00%Q3 2019Q2 20237
Equitable Holdings, Inc. 770.00%0.01%0.01%Q3 2020Q1 20227
Raymond James Financial Services Advisors, Inc. 770.01%0.01%0.01%Q3 2020Q1 20227
Apollon Wealth Management, LLC 770.22%0.35%0.92%Q4 2020Q2 20227
AMERIPRISE FINANCIAL INC 770.00%0.00%0.01%Q3 2020Q1 20227
ACAS, LLC 660.34%0.36%0.38%Q1 2021Q2 20226
PERSONAL CFO SOLUTIONS, LLC 660.00%0.04%0.06%Q3 2020Q4 20216
Arkadios Wealth Advisors 660.01%0.02%0.04%Q2 2020Q3 20216
Evolution Wealth Advisors, LLC 660.04%0.07%0.19%Q2 2020Q3 20216
Meridian Wealth Management, LLC 660.03%0.08%0.12%Q2 2022Q3 20236
Leelyn Smith, LLC 660.01%0.32%1.02%Q3 2021Q4 20226
Legacy Private Trust Co. 510.26%0.90%1.23%Q3 2020Q1 20226
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q1 2021Q1 20236
Keystone Financial Group 660.05%0.92%1.18%Q4 2020Q1 20226
First Capital Advisors Group, LLC. 210.00%0.91%2.91%Q4 2018Q2 20236
Laurel Wealth Advisors, Inc. 660.03%0.04%0.04%Q2 2020Q3 20216
GeoWealth Management, LLC 660.00%0.01%0.02%Q3 2021Q4 20226
Financial Services Advisory Inc 660.20%0.27%0.42%Q3 2020Q4 20216
Truadvice, LLC 550.42%0.52%0.78%Q3 2020Q3 20215
Legend Financial Advisors, Inc. 555.69%6.58%8.81%Q1 2021Q1 20225
SkyView Investment Advisors, LLC 410.07%0.82%1.23%Q1 2021Q2 20225
Ameritas Advisory Services, LLC 410.01%0.08%0.14%Q4 2021Q1 20235
Good Life Advisors, LLC 550.19%0.23%0.27%Q3 2019Q3 20205
Janney Montgomery Scott LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Prostatis Group LLC 551.28%1.95%3.01%Q4 2020Q4 20215
Spire Wealth Management 550.00%0.01%0.02%Q4 2021Q4 20225
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.05%0.06%0.07%Q3 2020Q3 20215
Belpointe Asset Management LLC 550.00%0.01%0.02%Q1 2022Q1 20235
RFG Advisory, LLC 550.02%0.02%0.02%Q1 2021Q1 20225
ROVIN CAPITAL /UT/ /ADV 550.15%0.42%0.67%Q3 2021Q3 20225
Qube Research & Technologies Ltd 310.00%0.00%0.00%Q2 2021Q3 20224
American Planning Services, Inc. 440.25%0.35%0.43%Q4 2021Q3 20224
StoneX Group Inc. 310.03%0.03%0.04%Q4 2020Q4 20214
Strategic Blueprint, LLC 440.03%0.04%0.05%Q2 2021Q1 20224
AVANTAX ADVISORY SERVICES, INC. 440.07%0.11%0.21%Q1 2021Q4 20214
AE Wealth Management LLC 210.00%0.00%0.01%Q2 2021Q3 20234
Blue Trust, Inc. 310.00%0.00%0.00%Q2 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.06%0.15%Q3 2021Q3 20234
Sigma Planning Corp 440.01%0.01%0.01%Q2 2020Q1 20214
Estate Counselors, LLC 440.00%0.03%0.08%Q1 2021Q4 20214
Hilltop Holdings Inc. 440.08%0.08%0.08%Q1 2021Q4 20214
J.W. COLE ADVISORS, INC. 210.02%0.03%0.06%Q3 2020Q1 20224
FormulaFolio Investments, LLC 440.03%0.48%0.86%Q1 2020Q4 20204
Collaborative Wealth Managment Inc. 210.17%0.41%0.58%Q1 2021Q3 20224
Advisory Services Network, LLC 210.00%0.02%0.04%Q3 2020Q1 20233
Cassady Schiller Wealth Management, LLC 330.03%0.03%0.04%Q4 2022Q2 20233
Ameliora Wealth Management Ltd. 330.04%0.04%0.04%Q3 2022Q1 20233
Wealthcare Advisory Partners LLC 210.00%0.02%0.03%Q4 2020Q4 20213
Paragon Wealth Strategies, LLC 330.53%4.67%8.14%Q2 2020Q4 20203
Integrated Wealth Concepts LLC 210.01%0.02%0.03%Q2 2020Q2 20213
Core Wealth Advisors, Inc. 333.73%5.88%7.32%Q2 2020Q4 20203
Pinnacle Private Wealth, LLC 330.09%0.13%0.19%Q4 2021Q2 20223
B. Riley Wealth Management, Inc. 330.03%0.03%0.04%Q3 2021Q1 20223
Cordatus Wealth Management LLC 330.34%0.41%0.47%Q2 2020Q4 20203
CERTUITY, LLC 330.04%0.06%0.08%Q2 2022Q4 20223
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q4 2021Q1 20233
BUCKINGHAM STRATEGIC WEALTH, LLC 330.07%0.17%0.30%Q2 2021Q4 20213
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.01%0.01%0.01%Q2 2019Q4 20193
TWO SIGMA SECURITIES, LLC 210.01%0.01%0.01%Q2 2021Q2 20223
Atria Wealth Solutions, Inc. 220.02%0.02%0.02%Q1 2022Q2 20222
FIFTH THIRD BANCORP 220.00%0.00%0.00%Q1 2022Q2 20222
Financial Gravity Asset Management, Inc. 110.01%0.01%0.01%Q4 2022Q2 20232
Cerity Partners LLC 220.28%0.29%0.30%Q2 2023Q3 20232
Nova R Wealth, Inc. 220.26%0.37%0.48%Q4 2021Q1 20222
Cutler Group LLC / CA 220.00%0.00%0.00%Q2 2022Q3 20222
Burt Wealth Advisors 220.01%0.01%0.01%Q3 2020Q4 20202
Beacon Capital Management, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Sweet Financial Partners, LLC 220.10%1.43%2.76%Q4 2021Q1 20222
Ameritas Investment Company, LLC 220.16%0.16%0.17%Q2 2021Q3 20212
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q2 20222
Kovack Advisors, Inc. 220.03%0.03%0.03%Q4 2021Q1 20222
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.03%0.04%0.05%Q4 2020Q1 20212
BANK OF AMERICA CORP /DE/ 220.00%0.00%0.00%Q3 2021Q4 20212
Impact Partnership Wealth, LLC 220.02%0.05%0.08%Q2 2023Q3 20232
Epic Trust Investment Advisors, LLC 220.44%0.44%0.45%Q4 2021Q1 20222
Aptus Capital Advisors, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
B. Riley Wealth Advisors, Inc. 220.01%0.01%0.01%Q3 2021Q4 20212
HHM Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Stegent Equity Advisors, Inc. 221.68%2.11%2.55%Q4 2021Q1 20222
Squar Milner Financial Services LLC 110.21%0.22%0.23%Q3 2019Q2 20202
Smart Money Group LLC 220.15%0.16%0.16%Q3 2021Q4 20212
Vista Private Wealth Partners. LLC 112.75%2.75%2.75%Q3 2020Q1 20212
DOLIVER ADVISORS, LP 220.43%0.59%0.74%Q3 2020Q4 20202
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
SYM FINANCIAL Corp 220.34%0.70%1.05%Q2 2022Q3 20222
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Baird Financial Group, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
SG Americas Securities, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Allworth Financial LP 110.00%0.00%0.00%Q2 2022Q2 20221
Capasso Planning Partners LLC 110.15%0.15%0.15%Q2 2022Q2 20221
Horan Capital Advisors, LLC. 110.05%0.05%0.05%Q3 2020Q3 20201
Key FInancial Inc 110.08%0.08%0.08%Q1 2022Q1 20221
Pensionmark Financial Group, LLC 110.22%0.22%0.22%Q4 2020Q4 20201
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2023Q2 20231
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
BAKER TILLY WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2020Q4 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2022Q1 20221
First Allied Advisory Services, Inc. 110.03%0.03%0.03%Q3 2020Q3 20201
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q2 2023Q2 20231
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ascension Capital Advisors, Inc. 110.25%0.25%0.25%Q3 2020Q3 20201
WINTRUST INVESTMENTS LLC 110.03%0.03%0.03%Q4 2021Q4 20211
EPG Wealth Management LLC 110.14%0.14%0.14%Q1 2020Q1 20201
TTP Investments, Inc. 117.12%7.12%7.12%Q4 2021Q4 20211
Secrest Blakey & Associates, LLC 110.61%0.61%0.61%Q3 2020Q3 20201
BARCLAYS PLC 110.00%0.00%0.00%Q2 2021Q2 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2022Q1 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Cordasco Financial Network 110.00%0.00%0.00%Q4 2021Q4 20211
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2022Q1 20221
LOGAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2022Q4 20221
Dynamic Advisor Solutions LLC 110.40%0.40%0.40%Q1 2020Q1 20201
Richard W. Paul & Associates, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Atria Investments, Inc 110.22%0.22%0.22%Q1 2019Q1 20191
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
PFG Private Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ahrens Investment Partners LLC 110.35%0.35%0.35%Q2 2020Q2 20201
One Capital Management, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q2 2020Q2 20201
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own AMPLIFY ETF TR or have owned AMPLIFY ETF TR in the past.