Vault-13

AMPLIFY ETF TR DIVO

CWP ENHANCED DIV · ETP · CUSIP 032108409

304 institutional holders +19 vs Q1 2025
64,077,86864.1m shares reported held*
$2.7bnreported value*
34 new 155 added 77 reduced 20 sold out net bought ≈ $249.8m (+5.9m 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. Holder counts are more reliable. Implied quarter-end price ≈ $42.56. Options: 4 managers hold calls ($24.1m notional), 1 hold puts ($323.4k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 171Q4 22: 214Q1 23: 215Q2 23: 217Q3 23: 213Q4 23: 245Q1 24: 245Q2 24: 259Q3 24: 252Q4 24: 286Q1 25: 285Q2 25: 304304Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025304

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 110 bought or addedQ3 23: 109 cut or sold outQ4 23: 110 bought or addedQ4 23: 111 cut or sold outQ4 23Q1 24: 128 bought or addedQ1 24: 122 cut or sold outQ2 24: 160 bought or addedQ2 24: 95 cut or sold outQ2 24Q3 24: 144 bought or addedQ3 24: 103 cut or sold outQ4 24: 172 bought or addedQ4 24: 82 cut or sold outQ4 24Q1 25: 183 bought or addedQ1 25: 101 cut or sold outQ2 25: 189 bought or addedQ2 25: 97 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023110109
Q4 2023110111
Q1 2024128122
Q2 202416095
Q3 2024144103
Q4 202417282
Q1 2025183101
Q2 202518997

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ3 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 0.02Q2 25 calls: $24.1mQ2 25 puts: $323.4kQ2 25P/C 0.01
Numbers
QuarterCallsPutsP/C
Q3 2024$3.4m$111.2k0.03
Q4 2024$10.0m$8.1k0.00
Q1 2025$7.8m$154.9k0.02
Q2 2025$24.1m$323.4k0.01

Biggest buyers

ROYAL BANK OF CANADA Added +1,662,432+1.7m
HighTower Advisors, LLC Added +804,585+804.6k
ENVESTNET ASSET MANAGEMENT INC Added +754,179+754.2k
LPL Financial LLC Added +446,044+446.0k
Hibernia Wealth Partners, LLC Added +423,114+423.1k
MORGAN STANLEY Added +393,567+393.6k
Private Advisor Group, LLC Added +374,665+374.7k
ForthRight Wealth Management, LLC Added +158,405+158.4k
TRUIST FINANCIAL CORP Added +149,465+149.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +126,125+126.1k

Biggest sellers

Pasadena Private Wealth, LLC Reduced -224,443-224.4k
Atria Wealth Solutions, Inc. Reduced -207,125-207.1k
RAYMOND JAMES FINANCIAL INC Reduced -116,057-116.1k
Foguth Wealth Management, LLC. Reduced -114,663-114.7k
Signal Advisors Wealth, LLC Reduced -98,631-98.6k
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Sold out -71,655-71.7k
UBS Group AG Reduced -55,397-55.4k
Good Steward Wealth Advisors,LLC Reduced -44,686-44.7k
WELLS FARGO & COMPANY/MN Reduced -44,198-44.2k
GWN SECURITIES INC. Sold out -28,072-28.1k

Biggest calls

GROUP ONE TRADING LLC Added $18.9m1.3m shares
IMC-Chicago, LLC Added $4.1m275.9k shares
CITADEL ADVISORS LLC Added $1.1m26.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $323.4k7.6k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.21% of their portfolio ST. PETERSBURG, FL 14,411,86314.4m $613.2m $613.2m 0.21% Reduced -116.1k -116,057
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 6,627,3116.6m $282.0m $282.0m 0.09% Added +446.0k +446,044
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 3,017,7263.0m $128.4m $128.4m 0.01% Added +1.7m +1,662,432
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.19% of their portfolio PLYMOUTH, MN 2,716,1982.7m $116.8m $116.8m 0.19% Added +126.1k +126,125
5 Retirement Planning Group, LLC 4.89% of their portfolio LEAWOOD, KS 2,704,2292.7m $115.1m $115.1m 4.89% Added +44.0k +44,013
6 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,092,5622.1m $89.0m $89.0m 0.03% Added +754.2k +754,179
7 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,898,3441.9m $80.8m $80.8m 0.10% Added +804.6k +804,585
8 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,840,9291.8m $78.3m $78.3m 0.01% Added +393.6k +393,567
9 Janney Montgomery Scott LLC 0.19% of their portfolio PHILADELPHIA, PA 1,691,9251.7m $72.0m $72.0m 0.19% Added +80.9k +80,853
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,512,3131.5m $64.3m $64.3m 0.01% Reduced -55.4k -55,397
11 TRUIST FINANCIAL CORP 0.07% of their portfolio CHARLOTTE, NC 1,149,0131.1m $48.9m $48.9m 0.07% Added +149.5k +149,465
12 MBL Wealth, LLC 3.66% of their portfolio CHARLOTTE, NC 897,755897.8k $38.2m $38.2m 3.66% Added +36.6k +36,590
13 Steward Partners Investment Advisory, LLC 0.30% of their portfolio STAMFORD, CT 890,916890.9k $37.9m $37.9m 0.30% Added +96.1k +96,131
14 Hibernia Wealth Partners, LLC 12.89% of their portfolio BATON ROUGE, LA 830,912830.9k $35.4m $35.4m 12.89% Added +423.1k +423,114
15 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 794,572794.6k $33.8m $33.8m 0.06% Added +15.9k +15,910
16 Sterling Financial Group, Inc. 10.03% of their portfolio PASADENA, CA 702,425702.4k $29.9m $29.9m 10.03% Added +17.4k +17,397
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 667,331667.3k $28.4m $28.4m 0.01% Reduced -44.2k -44,198
18 Stratos Investment Management, LLC 1.23% of their portfolio BEACHWOOD, OH 630,755630.8k $26.8m $26.8m 1.23% Added +47.1k +47,074
19 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 593,753593.8k $25.3m $25.3m 0.14% Added +374.7k +374,665
20 CPC Advisors, LLC 3.16% of their portfolio Atlanta, GA 591,201591.2k $25.2m $25.2m 3.16% Reduced -1.8k -1,843
21 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 554,785554.8k $23.6m $23.6m 0.04% Added +19.3k +19,293
22 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 475,801475.8k $20.2m $20.2m 0.02% Added +51.2k +51,154
23 NBZ Investment Advisors LLC 11.30% of their portfolio KNOXVILLE, TN 463,733463.7k $19.7m $19.7m 11.30% Added +6.9k +6,878
24 Prostatis Group LLC 5.38% of their portfolio HANOVER, MD 441,962442.0k $18.8m $18.8m 5.38% Added +47.0k +47,002
25 Vantage Financial Partners, LLC 4.26% of their portfolio ELM GROVE, WI 434,311434.3k $18.5m $18.5m 4.26% Added +16.2k +16,207
26 CWM, LLC 0.06% of their portfolio OMAHA, NE 420,404420.4k $17.9m $17.9m 0.06% Added +63.2k +63,222
27 Second Half Financial Partners, LLC 8.34% of their portfolio SEBRING, FL 416,213416.2k $17.7m $17.7m 8.34% Reduced -775 -775
28 Modern Wealth Management, LLC 0.39% of their portfolio KANSAS CITY, MO 374,254374.3k $15.9m $15.9m 0.39% Reduced -15.5k -15,522
29 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 362,453362.5k $15.4m $15.4m 0.08% Added +16.2k +16,202
30 WEST MICHIGAN ADVISORS, LLC 4.20% of their portfolio HOLLAND, MI 349,745349.7k $14.9m $14.9m 4.20% Added +2.9k +2,946
31 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 345,989346.0k $14.7m $14.7m 0.02% Added +14 +14
32 CARY STREET PARTNERS FINANCIAL LLC 0.41% of their portfolio RICHMOND, VA 339,637339.6k $14.5m $14.5m 0.41% Added +21.6k +21,606
33 ForthRight Wealth Management, LLC 4.00% of their portfolio ALPHARETTA, GA 301,714301.7k $12.8m $12.8m 4.00% Added +158.4k +158,405
34 NCM Capital Management, LLC 5.23% of their portfolio RAMSEY, NJ 299,115299.1k $12.7m $12.7m 5.23% Added +11.3k +11,291
35 Financial Designs Corp 7.56% of their portfolio CLAREMONT, CA 289,908289.9k $12.3m $12.3m 7.56% Added +41 +41
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 281,490281.5k $12.0m $12.0m 0.00% Reduced -4.1k -4,116
37 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 281,149281.1k $12.0m $12.0m 0.03% Added +19.4k +19,440
38 BENJAMIN EDWARDS INC 0.14% of their portfolio Clayton, MO 267,054267.1k $11.4m $11.4m 0.14% Added +12.1k +12,113
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.16% of their portfolio AUSTIN, TX 255,599255.6k $10.9m $10.9m 0.16% Added +120.9k +120,914
40 MGO ONE SEVEN LLC 0.34% of their portfolio Beachwood, OH 247,739247.7k $10.5m $10.5m 0.34% Added +36.2k +36,153
41 Tower Wealth Partners, Inc. 6.21% of their portfolio LEWISBURG, PA 246,945246.9k $10.5m $10.5m 6.21% Added +3.3k +3,318
42 Visionary Wealth Advisors 0.50% of their portfolio O'FALLON, IL 228,207228.2k $9.7m $9.7m 0.50% Added +7.6k +7,610
43 Souders Financial Advisors 1.20% of their portfolio CINCINNATI, OH 222,231222.2k $9.5m $9.5m 1.20% Added +5.2k +5,215
44 Element Wealth, LLC 4.31% of their portfolio RIDGELAND, MS 220,347220.3k $9.4m $9.4m 4.31% Reduced -4.9k -4,923
45 SAGESPRING WEALTH PARTNERS, LLC 0.20% of their portfolio FRANKLIN, TN 219,226219.2k $9.3m $9.3m 0.20% Added +32.9k +32,903
46 Capital Investment Advisory Services, LLC 0.76% of their portfolio RALEIGH, NC 218,306218.3k $9.3m $9.3m 0.76% Added +3.6k +3,614
47 Vise Technologies, Inc. 0.36% of their portfolio NEW YORK, NY 202,083202.1k $8.6m $8.6m 0.36% First filing
48 Phoenix Wealth Advisors 3.42% of their portfolio CHAPEL HILL, NC 192,203192.2k $8.2m $8.2m 3.42% Reduced -2.9k -2,858
49 Investors Research Corp 1.46% of their portfolio ATLANTA, GA 175,339175.3k $7.5m $7.5m 1.46% Added +10.1k +10,065
50 Carter Financial Group, INC. 4.80% of their portfolio BARRINGTON, IL 172,505172.5k $7.3m $7.3m 4.80% First filing
51 MTM Investment Management, LLC 2.44% of their portfolio SPARTANBURG, SC 170,928170.9k $7.3m $7.3m 2.44% Added +9.4k +9,358
52 Mesirow Financial Investment Management, Inc. 0.14% of their portfolio CHICAGO, IL 167,078167.1k $7.1m $7.1m 0.14% Added +25.1k +25,075
53 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 166,675166.7k $7.1m $7.1m 0.02% Reduced -11.0k -10,968
54 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 162,708162.7k $6.9m $6.9m 0.01% Added +89.5k +89,519
55 GREAT VALLEY ADVISOR GROUP, INC. 0.15% of their portfolio WILMINGTON, DE 159,457159.5k $6.8m $6.8m 0.15% Reduced -2.4k -2,385
56 Magnus Financial Group LLC 0.58% of their portfolio NEW YORK, NY 155,596155.6k $6.6m $6.6m 0.58% Added +1.3k +1,284
57 RiverTree Advisors, LLC 4.26% of their portfolio WINTER PARK, FL 148,948148.9k $6.3m $6.3m 4.26% Reduced -24.5k -24,505
58 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 148,456148.5k $6.3m $6.3m 0.05% Added +20.5k +20,523
59 Regal Investment Advisors LLC 0.47% of their portfolio KENTWOOD, MI 147,569147.6k $6.3m $6.3m 0.47% Reduced -5.8k -5,794
60 Trilogy Capital Inc. 0.30% of their portfolio IRVINE, CA 145,863145.9k $6.2m $6.2m 0.30% Reduced -3.1k -3,141
61 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 139,967140.0k $6.0m $6.0m 0.00% Added +32.3k +32,265
62 VICTORY FINANCIAL GROUP, LLC 0.93% of their portfolio AUSTIN, TX 138,402138.4k $5.9m $5.9m 0.93% Added +22.9k +22,947
63 TBH Global Asset Management, LLC 1.08% of their portfolio Brentwood, TN 127,136127.1k $5.1m $5.1m 1.08% Reduced -20.0k -20,009
64 Atria Wealth Solutions, Inc. 0.12% of their portfolio NEW YORK, NY 125,545125.5k $5.4m $5.4m 0.12% Reduced -207.1k -207,125
65 SIERRA OCEAN, LLC 3.72% of their portfolio RIPON, CA 121,502121.5k $5.2m $5.2m 3.72% Added +5.3k +5,290
66 BARNES PETTEY FINANCIAL ADVISORS, LLC 3.42% of their portfolio CLARKSDALE, MS 120,467120.5k $5.1m $5.1m 3.42% Added +8.2k +8,237
67 Stonebrook Private Inc. 1.20% of their portfolio NORTHVILLE, MI 120,128120.1k $5.1m $5.1m 1.20% Reduced -5.7k -5,713
68 Ausdal Financial Partners, Inc. 0.33% of their portfolio Davenport, IA 114,886114.9k $4.9m $4.9m 0.33% Added +19.8k +19,766
69 Farrow Financial, Inc. 2.90% of their portfolio SOUTH BURLINGTON, VT 112,419112.4k $4.8m $4.8m 2.90% Added +1.7k +1,654
70 Sovran Advisors, LLC 0.49% of their portfolio SAN DIEGO, CA 109,327109.3k $4.7m $4.7m 0.49% Reduced -3.8k -3,768
71 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1.67% of their portfolio Phoenix, AZ 109,074109.1k $4.6m $4.6m 1.67% Added +14.6k +14,551
72 Jaffetilchin Investment Partners, LLC 0.30% of their portfolio TAMPA, FL 106,336106.3k $4.5m $4.5m 0.30% Reduced -79 -79
73 BlueChip Wealth Advisors LLC 2.01% of their portfolio Milton, GA 106,015106.0k $4.5m $4.5m 2.01% Added +4.4k +4,423
74 Signature Wealth Management Group 1.78% of their portfolio ATLANTA, GA 105,922105.9k $4.5m $4.5m 1.78% Reduced -931 -931
75 Baron Financial Group, LLC 2.48% of their portfolio Fair Lawn, NJ 99,41299.4k $4.2m $4.2m 2.48% Added +1.6k +1,565
76 Snowden Capital Advisors LLC 0.12% of their portfolio New York, NY 96,45996.5k $4.1m $4.1m 0.12% Added +8.9k +8,907
77 AVALON CAPITAL MANAGEMENT 1.06% of their portfolio Port Of Redwood City, CA 92,59692.6k $3.9m $3.9m 1.06% Added +1.1k +1,093
78 EverSource Wealth Advisors, LLC 0.18% of their portfolio BIRMINGHAM, AL 92,49192.5k $3.9m $3.9m 0.18% Added +6.6k +6,597
79 Dynamic Advisor Solutions LLC 0.12% of their portfolio PHOENIX, AZ 90,73490.7k $3.9m $3.9m 0.12% Reduced -19.8k -19,772
80 LEVEL FOUR ADVISORY SERVICES, LLC 0.14% of their portfolio DALLAS, TX 88,34388.3k $3.8m $3.8m 0.14% Added +12.8k +12,821
81 Ranch Capital Advisors Inc. 1.62% of their portfolio SARASOTA, FL 87,73787.7k $3.7m $3.7m 1.62% Added +3.0k +3,022
82 WEDBUSH SECURITIES INC 0.13% of their portfolio PASADENA, CA 85,56285.6k $3.6m $3.6m 0.13% Reduced -1.0k -1,021
83 Ascentis Independent Advisors 0.67% of their portfolio DALLAS, TX 85,36385.4k $3.6m $3.6m 0.67% New
84 SPC Financial, Inc. 0.29% of their portfolio ROCKVILLE, MD 82,59582.6k $3.5m $3.5m 0.29% Reduced -3.0k -2,957
85 McAdam, LLC 0.19% of their portfolio Philadelphia, PA 82,13082.1k $3.5m $3.5m 0.19% Added +3.2k +3,153
86 THOROUGHBRED FINANCIAL SERVICES, LLC 0.23% of their portfolio BRENTWOOD, TN 78,20178.2k $3.3m $3.3m 0.23% Added +19.0k +18,970
87 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 78,09278.1k $3.3m $3.3m 0.02% Added +3.2k +3,241
88 Wealthcare Advisory Partners LLC 0.07% of their portfolio WEST CHESTER, PA 76,88676.9k $3.3m $3.3m 0.07% New
89 MGB Wealth Management, LLC 1.08% of their portfolio ADDISON, TX 76,85576.9k $3.3m $3.3m 1.08% Reduced -1.1k -1,072
90 Jacobi Capital Management LLC 0.21% of their portfolio PITTSTON, PA 75,76675.8k $3.2m $3.2m 0.21% Added +4.8k +4,781
91 MIdWestOne Financial Group, Inc. 0.42% of their portfolio Iowa City, IA 75,26275.3k $3.2m $3.2m 0.42% Added +5.0k +5,045
92 Moran Wealth Management, LLC 0.10% of their portfolio NAPLES, FL 75,02775.0k $3.2m $3.2m 0.10% Added +5.4k +5,379
93 NOESIS CAPITAL MANGEMENT CORP 0.55% of their portfolio BOCA RATON, FL 73,82373.8k $3.1m $3.1m 0.55% Reduced -3.6k -3,595
94 Centric Wealth Management 0.73% of their portfolio CHICAGO, IL 70,97371.0k $3.1m $3.1m 0.73% Added +4.4k +4,449
95 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 70,50570.5k $3.0m $3.0m 0.01% Added +1.6k +1,609
96 Capital Square, LLC 1.60% of their portfolio ATHENS, TN 70,21270.2k $3.0m $3.0m 1.60% Added +39.0k +38,966
97 PFG Advisors 0.14% of their portfolio Phoenix, AZ 69,84969.8k $3.0m $3.0m 0.14% Reduced -3.0k -2,983
98 Allred Capital Management, LLC 1.09% of their portfolio Dallas, TX 68,21468.2k $2.9m $2.9m 1.09% Added +15.5k +15,467
99 Caliber Wealth Management, LLC / KS 0.31% of their portfolio Overland Park, KS 67,57067.6k $2.9m $2.9m 0.31% Reduced -7.5k -7,522
100 Good Steward Wealth Advisors,LLC 2.12% of their portfolio CLARKSVILLE, TN 63,47363.5k $2.7m $2.7m 2.12% Reduced -44.7k -44,686