Vault-13

AMPLIFY ETF TR DIVO

CWP ENHANCED DIV · ETP · CUSIP 032108409

285 institutional holders -1 vs Q4 2024
57,788,99057.8m shares reported held*
$2.4bnreported value*
27 new 156 added 75 reduced 26 sold out net bought ≈ $149.1m (+3.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.75. Options: 4 managers hold calls ($7.8m notional), 1 hold puts ($154.9k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 171Q4 22: 214Q1 23: 215Q2 23: 217Q3 23: 213Q4 23: 245Q1 24: 245Q2 24: 259Q3 24: 252Q4 24: 286Q1 25: 285285Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022171
Q4 2022214
Q1 2023215
Q2 2023217
Q3 2023213
Q4 2023245
Q1 2024245
Q2 2024259
Q3 2024252
Q4 2024286
Q1 2025285

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 125 bought or addedQ2 23: 93 cut or sold outQ3 23: 110 bought or addedQ3 23: 109 cut or sold outQ3 23Q4 23: 110 bought or addedQ4 23: 111 cut or sold outQ1 24: 128 bought or addedQ1 24: 122 cut or sold outQ1 24Q2 24: 160 bought or addedQ2 24: 95 cut or sold outQ3 24: 144 bought or addedQ3 24: 103 cut or sold outQ3 24Q4 24: 172 bought or addedQ4 24: 82 cut or sold outQ1 25: 183 bought or addedQ1 25: 101 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202312593
Q3 2023110109
Q4 2023110111
Q1 2024128122
Q2 202416095
Q3 2024144103
Q4 202417282
Q1 2025183101

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ2 24 calls: $5.1mQ2 24 puts: $7.7kQ2 24P/C 0.00Q3 24 calls: $3.4mQ3 24 puts: $111.2kQ3 24P/C 0.03Q4 24 calls: $10.0mQ4 24 puts: $8.1kQ4 24P/C 0.00Q1 25 calls: $7.8mQ1 25 puts: $154.9kQ1 25P/C 0.02
Numbers
QuarterCallsPutsP/C
Q2 2024$5.1m$7.7k0.00
Q3 2024$3.4m$111.2k0.03
Q4 2024$10.0m$8.1k0.00
Q1 2025$7.8m$154.9k0.02

Biggest buyers

MORGAN STANLEY Added +986,056+986.1k
LPL Financial LLC Added +669,375+669.4k
HighTower Advisors, LLC Added +516,853+516.9k
RAYMOND JAMES FINANCIAL INC Added +486,905+486.9k
Second Half Financial Partners, LLC Added +319,173+319.2k
UBS Group AG Added +184,805+184.8k
ENVESTNET ASSET MANAGEMENT INC Added +164,741+164.7k
MML INVESTORS SERVICES, LLC Added +146,075+146.1k
Steward Partners Investment Advisory, LLC Added +132,064+132.1k
Janney Montgomery Scott LLC Added +119,537+119.5k

Biggest sellers

Retirement Planning Group, LLC Reduced -997,080-997.1k
Foguth Wealth Management, LLC. Reduced -134,021-134.0k
Signal Advisors Wealth, LLC Reduced -133,262-133.3k
Pasadena Private Wealth, LLC Reduced -121,317-121.3k
ORG Partners LLC Sold out -42,798-42.8k
Integrated Wealth Concepts LLC Reduced -32,886-32.9k
CPC Advisors, LLC Reduced -29,765-29.8k
Redhawk Wealth Advisors, Inc. Sold out -25,859-25.9k
BENJAMIN EDWARDS INC Reduced -21,068-21.1k
MIdWestOne Financial Group, Inc. Reduced -20,903-20.9k

Biggest calls

GROUP ONE TRADING LLC Reduced $4.8m396.1k shares
IMC-Chicago, LLC Reduced $2.6m218.2k shares
CITADEL ADVISORS LLC Reduced $330.2k8.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $154.9k3.8k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.22% of their portfolio ST. PETERSBURG, FL 14,527,92014.5m $592.3m $592.3m 0.22% Added +486.9k +486,905
2 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 6,181,2676.2m $252.0m $252.0m 0.10% Added +669.4k +669,375
3 Retirement Planning Group, LLC 5.09% of their portfolio LEAWOOD, KS 2,660,2162.7m $108.5m $108.5m 5.09% Reduced -997.1k -997,080
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.20% of their portfolio PLYMOUTH, MN 2,590,0732.6m $105.6m $105.6m 0.20% Added +114.3k +114,338
5 Janney Montgomery Scott LLC 0.19% of their portfolio PHILADELPHIA, PA 1,611,0721.6m $65.7m $65.7m 0.19% Added +119.5k +119,537
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,567,7101.6m $63.9m $63.9m 0.01% Added +184.8k +184,805
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,447,3621.4m $59.0m $59.0m 0.00% Added +986.1k +986,056
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,355,2941.4m $55.3m $55.3m 0.01% Added +44.8k +44,794
9 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,338,3831.3m $54.6m $54.6m 0.02% Added +164.7k +164,741
10 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 1,093,7591.1m $44.6m $44.6m 0.06% Added +516.9k +516,853
11 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 999,548999.5k $40.8m $40.8m 0.07% Added +80.3k +80,306
12 MBL Wealth, LLC 3.56% of their portfolio CHARLOTTE, NC 861,165861.2k $35.1m $35.1m 3.56% Added +5.7k +5,667
13 Steward Partners Investment Advisory, LLC 0.29% of their portfolio STAMFORD, CT 794,785794.8k $32.4m $32.4m 0.29% Added +132.1k +132,064
14 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 778,662778.7k $31.7m $31.7m 0.07% Added +81.2k +81,208
15 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 711,529711.5k $29.0m $29.0m 0.01% Added +82.1k +82,092
16 Sterling Financial Group, Inc. 10.07% of their portfolio PASADENA, CA 685,028685.0k $27.9m $27.9m 10.07% Added +22.5k +22,530
17 CPC Advisors, LLC 3.33% of their portfolio Atlanta, GA 593,044593.0k $24.2m $24.2m 3.33% Reduced -29.8k -29,765
18 Stratos Investment Management, LLC 1.27% of their portfolio BEACHWOOD, OH 583,681583.7k $23.8m $23.8m 1.27% Added +34.2k +34,214
19 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 535,492535.5k $21.8m $21.8m 0.04% Added +21.3k +21,264
20 NBZ Investment Advisors LLC 10.77% of their portfolio KNOXVILLE, TN 456,855456.9k $18.6m $18.6m 10.77% Added +7.9k +7,937
21 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 424,647424.6k $17.3m $17.3m 0.02% Added +41.7k +41,730
22 Vantage Financial Partners, LLC 4.24% of their portfolio ELM GROVE, WI 418,104418.1k $17.0m $17.0m 4.24% Added +3.0k +3,048
23 Second Half Financial Partners, LLC 8.43% of their portfolio SEBRING, FL 416,988417.0k $17.0m $17.0m 8.43% Added +319.2k +319,173
24 Hibernia Wealth Partners, LLC 11.81% of their portfolio BATON ROUGE, LA 407,798407.8k $16.6m $16.6m 11.81% Added +15.9k +15,875
25 Prostatis Group LLC 5.08% of their portfolio HANOVER, MD 394,960395.0k $16.1m $16.1m 5.08% Added +61.8k +61,767
26 Modern Wealth Management, LLC 0.51% of their portfolio KANSAS CITY, MO 389,776389.8k $15.9m $15.9m 0.51% Added +6.0k +5,966
27 CWM, LLC 0.06% of their portfolio OMAHA, NE 357,182357.2k $14.6m $14.6m 0.06% Added +26.4k +26,388
28 WEST MICHIGAN ADVISORS, LLC 4.69% of their portfolio HOLLAND, MI 346,799346.8k $14.1m $14.1m 4.69% Added +3.7k +3,692
29 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 346,251346.3k $14.1m $14.1m 0.08% Added +23.9k +23,899
30 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 345,975346.0k $14.1m $14.1m 0.02% Added +7.4k +7,412
31 Atria Wealth Solutions, Inc. 0.16% of their portfolio NEW YORK, NY 332,670332.7k $13.6m $13.6m 0.16% Reduced -3.0k -3,019
32 CARY STREET PARTNERS FINANCIAL LLC 0.41% of their portfolio RICHMOND, VA 318,031318.0k $13.0m $13.0m 0.41% Added +12.6k +12,601
33 Financial Designs Corp 8.23% of their portfolio CLAREMONT, CA 289,867289.9k $11.8m $11.8m 8.23% Reduced -715 -715
34 NCM Capital Management, LLC 5.28% of their portfolio RAMSEY, NJ 287,824287.8k $11.7m $11.7m 5.28% Added +2.2k +2,200
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 285,606285.6k $11.6m $11.6m 0.00% Reduced -10.6k -10,639
36 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 261,709261.7k $10.7m $10.7m 0.04% Added +146.1k +146,075
37 Pasadena Private Wealth, LLC 2.04% of their portfolio PASADENA, CA 258,840258.8k $10.6m $10.6m 2.04% Reduced -121.3k -121,317
38 BENJAMIN EDWARDS INC 0.15% of their portfolio Clayton, MO 254,941254.9k $10.4m $10.4m 0.15% Reduced -21.1k -21,068
39 Tower Wealth Partners, Inc. 5.31% of their portfolio LEWISBURG, PA 243,627243.6k $9.9m $9.9m 5.31% Reduced -858 -858
40 Element Wealth, LLC 4.93% of their portfolio RIDGELAND, MS 225,270225.3k $9.2m $9.2m 4.93% Reduced -1.3k -1,342
41 Visionary Wealth Advisors 0.54% of their portfolio O'FALLON, IL 220,597220.6k $9.0m $9.0m 0.54% Added +15.4k +15,404
42 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 219,088219.1k $8.9m $8.9m 0.05% Added +49.3k +49,343
43 Souders Financial Advisors 1.24% of their portfolio CINCINNATI, OH 217,016217.0k $8.8m $8.8m 1.24% Added +23.4k +23,445
44 Capital Investment Advisory Services, LLC 0.78% of their portfolio RALEIGH, NC 214,692214.7k $8.8m $8.8m 0.78% Added +5.5k +5,546
45 MGO ONE SEVEN LLC 0.34% of their portfolio Beachwood, OH 211,586211.6k $8.6m $8.6m 0.34% Added +9.4k +9,364
46 Phoenix Wealth Advisors 3.47% of their portfolio CHAPEL HILL, NC 195,061195.1k $8.0m $8.0m 3.47% Added +1.9k +1,921
47 SAGESPRING WEALTH PARTNERS, LLC 0.19% of their portfolio FRANKLIN, TN 186,323186.3k $7.6m $7.6m 0.19% Added +8.0k +7,975
48 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 177,643177.6k $7.2m $7.2m 0.02% Added +29.6k +29,641
49 RiverTree Advisors, LLC 4.73% of their portfolio WINTER PARK, FL 173,453173.5k $7.1m $7.1m 4.73% Reduced -97 -97
50 Foguth Wealth Management, LLC. 1.71% of their portfolio BRIGHTON, MI 172,580172.6k $7.0m $7.0m 1.71% Reduced -134.0k -134,021
51 Investors Research Corp 1.46% of their portfolio ATLANTA, GA 165,274165.3k $6.7m $6.7m 1.46% Added +13.2k +13,184
52 GREAT VALLEY ADVISOR GROUP, INC. 0.14% of their portfolio WILMINGTON, DE 161,842161.8k $6.6m $6.6m 0.14% Added +3.2k +3,171
53 MTM Investment Management, LLC 2.54% of their portfolio SPARTANBURG, SC 161,570161.6k $6.6m $6.6m 2.54% Added +5.8k +5,826
54 Signal Advisors Wealth, LLC 0.62% of their portfolio DETROIT, MI 154,809154.8k $6.3m $6.3m 0.62% Reduced -133.3k -133,262
55 Magnus Financial Group LLC 0.61% of their portfolio NEW YORK, NY 154,312154.3k $6.3m $6.3m 0.61% Reduced -1.6k -1,603
56 Regal Investment Advisors LLC 0.51% of their portfolio KENTWOOD, MI 153,363153.4k $6.3m $6.3m 0.51% Added +73.2k +73,188
57 Trilogy Capital Inc. 0.32% of their portfolio IRVINE, CA 149,004149.0k $6.1m $6.1m 0.32% Reduced -5.5k -5,531
58 TBH Global Asset Management, LLC 1.09% of their portfolio Brentwood, TN 147,145147.1k $5.7m $5.7m 1.09% Added +46.0k +46,046
59 ForthRight Wealth Management, LLC 1.95% of their portfolio ALPHARETTA, GA 143,309143.3k $5.8m $5.8m 1.95% Added +1.7k +1,663
60 Mesirow Financial Investment Management, Inc. 0.11% of their portfolio CHICAGO, IL 142,003142.0k $5.8m $5.8m 0.11% Added +44.8k +44,830
61 KESTRA PRIVATE WEALTH SERVICES, LLC 0.09% of their portfolio AUSTIN, TX 134,685134.7k $5.5m $5.5m 0.09% Added +8.0k +8,001
62 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 127,933127.9k $5.2m $5.2m 0.05% Added +13.2k +13,222
63 Stonebrook Private Inc. 1.33% of their portfolio NORTHVILLE, MI 125,841125.8k $5.1m $5.1m 1.33% Added +9 +9
64 SIERRA OCEAN, LLC 3.74% of their portfolio RIPON, CA 116,212116.2k $4.7m $4.7m 3.74% Added +5.2k +5,163
65 VICTORY FINANCIAL GROUP, LLC 0.87% of their portfolio AUSTIN, TX 115,455115.5k $4.5m $4.5m 0.87% Added +712 +712
66 Sovran Advisors, LLC 0.57% of their portfolio SAN DIEGO, CA 113,095113.1k $4.4m $4.4m 0.57% Added +14.6k +14,571
67 BARNES PETTEY FINANCIAL ADVISORS, LLC 3.56% of their portfolio CLARKSDALE, MS 112,230112.2k $4.6m $4.6m 3.56% Added +7.0k +7,004
68 Farrow Financial, Inc. 3.04% of their portfolio SOUTH BURLINGTON, VT 110,765110.8k $4.5m $4.5m 3.04% Reduced -647 -647
69 Dynamic Advisor Solutions LLC 0.15% of their portfolio PHOENIX, AZ 110,506110.5k $4.5m $4.5m 0.15% Reduced -331 -331
70 Good Steward Wealth Advisors,LLC 4.01% of their portfolio CLARKSVILLE, TN 108,159108.2k $4.4m $4.4m 4.01% First filing
71 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,702107.7k $4.4m $4.4m 0.00% Added +35.1k +35,067
72 Signature Wealth Management Group 1.70% of their portfolio ATLANTA, GA 106,853106.9k $4.4m $4.4m 1.70% Reduced -394 -394
73 Jaffetilchin Investment Partners, LLC 0.31% of their portfolio TAMPA, FL 106,415106.4k $4.3m $4.3m 0.31% Reduced -2.3k -2,266
74 BlueChip Wealth Advisors LLC 2.03% of their portfolio Milton, GA 101,592101.6k $4.1m $4.1m 2.03% Added +15.2k +15,198
75 Baron Financial Group, LLC 2.51% of their portfolio Fair Lawn, NJ 97,84797.8k $4.0m $4.0m 2.51% Added +3.1k +3,127
76 Ausdal Financial Partners, Inc. 0.29% of their portfolio Davenport, IA 95,12095.1k $3.9m $3.9m 0.29% Added +41.8k +41,801
77 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1.47% of their portfolio Phoenix, AZ 94,52394.5k $3.9m $3.9m 1.47% Added +7.0k +7,023
78 AVALON CAPITAL MANAGEMENT 1.08% of their portfolio Port Of Redwood City, CA 91,50391.5k $3.7m $3.7m 1.08% Added +1.7k +1,685
79 Snowden Capital Advisors LLC 0.11% of their portfolio New York, NY 87,55287.6k $3.6m $3.6m 0.11% Added +25.0k +24,971
80 WEDBUSH SECURITIES INC 0.13% of their portfolio PASADENA, CA 86,58386.6k $3.5m $3.5m 0.13% Added +2.1k +2,149
81 EverSource Wealth Advisors, LLC 0.19% of their portfolio BIRMINGHAM, AL 85,89485.9k $3.5m $3.5m 0.19% Added +50.1k +50,132
82 SPC Financial, Inc. 0.31% of their portfolio ROCKVILLE, MD 85,55285.6k $3.5m $3.5m 0.31% Added +1.8k +1,841
83 Ranch Capital Advisors Inc. 1.64% of their portfolio SARASOTA, FL 84,71584.7k $3.5m $3.5m 1.64% Added +26 +26
84 McAdam, LLC 0.20% of their portfolio Philadelphia, PA 78,97779.0k $3.2m $3.2m 0.20% Added +395 +395
85 MGB Wealth Management, LLC 1.15% of their portfolio ADDISON, TX 77,92777.9k $3.2m $3.2m 1.15% Added +2.5k +2,516
86 NOESIS CAPITAL MANGEMENT CORP 0.63% of their portfolio BOCA RATON, FL 77,41877.4k $3.2m $3.2m 0.63% Added +125 +125
87 LEVEL FOUR ADVISORY SERVICES, LLC 0.13% of their portfolio DALLAS, TX 75,52275.5k $3.1m $3.1m 0.13% Added +2.8k +2,753
88 Caliber Wealth Management, LLC / KS 0.42% of their portfolio Overland Park, KS 75,09275.1k $3.1m $3.1m 0.42% First filing
89 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 74,85174.9k $3.1m $3.1m 0.02% Added +26.1k +26,053
90 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 73,18973.2k $3.0m $3.0m 0.01% Added +37.8k +37,800
91 PFG Advisors 0.17% of their portfolio Phoenix, AZ 72,83272.8k $3.0m $3.0m 0.17% Reduced -2.0k -1,986
92 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.81% of their portfolio SALINE, MI 71,65571.7k $2.9m $2.9m 1.81% Added +489 +489
93 Jacobi Capital Management LLC 0.21% of their portfolio PITTSTON, PA 70,98571.0k $2.9m $2.9m 0.21% Added +2.4k +2,368
94 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 70,73970.7k $2.9m $2.9m 0.09% Added +4.1k +4,129
95 MIdWestOne Financial Group, Inc. 0.41% of their portfolio Iowa City, IA 70,21770.2k $2.9m $2.9m 0.41% Reduced -20.9k -20,903
96 Moran Wealth Management, LLC 0.10% of their portfolio NAPLES, FL 69,64869.6k $2.8m $2.8m 0.10% Reduced -1.7k -1,693
97 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 68,89668.9k $2.8m $2.8m 0.01% Reduced -3.0k -2,996
98 Centric Wealth Management 0.71% of their portfolio CHICAGO, IL 66,52466.5k $2.7m $2.7m 0.71% Added +3.9k +3,856
99 Meridian Wealth Advisors, LLC 0.46% of their portfolio AUSTIN, TX 66,37966.4k $2.7m $2.7m 0.46% Added +3.0k +3,025
100 Plotkin Financial Advisors, LLC 1.49% of their portfolio CHEVY CHASE, MD 59,44659.4k $2.4m $2.4m 1.49% Reduced -1.3k -1,277