Vault-13

AMPLIFY ETF TR DIVO

CWP ENHANCED DIV · ETP · CUSIP 032108409

323 institutional holders +19 vs Q2 2025
67,505,98367.5m shares reported held*
$3.0bnreported value*
38 new 177 added 77 reduced 17 sold out net bought ≈ $165.4m (+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 ($5.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.56. Options: 4 managers hold calls ($65.1m notional), 1 hold puts ($280.8k).

Trends to Q3 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: 304Q3 25: 323323Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025323

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 189 bought or addedQ2 25: 97 cut or sold outQ3 25: 215 bought or addedQ3 25: 94 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023110111
Q1 2024128122
Q2 202416095
Q3 2024144103
Q4 202417282
Q1 2025183101
Q2 202518997
Q3 202521594

Calls vs puts

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

CallsPuts
$0$20m$40m$60m$80mQ4 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 0.01Q3 25 calls: $65.1mQ3 25 puts: $280.8kQ3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$10.0m$8.1k0.00
Q1 2025$7.8m$154.9k0.02
Q2 2025$24.1m$323.4k0.01
Q3 2025$65.1m$280.8k0.00

Biggest buyers

MORGAN STANLEY Added +545,316+545.3k
LPL Financial LLC Added +525,576+525.6k
Merit Financial Group, LLC New +402,391+402.4k
RAYMOND JAMES FINANCIAL INC Added +401,802+401.8k
MERCER GLOBAL ADVISORS INC /ADV Added +383,719+383.7k
Summit Financial, LLC New +383,062+383.1k
Marshall Financial Group, LLC New +362,792+362.8k
ENVESTNET ASSET MANAGEMENT INC Added +219,002+219.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +216,466+216.5k
WELLS FARGO & COMPANY/MN Added +213,025+213.0k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,438,727-1.4m
Hibernia Wealth Partners, LLC Reduced -420,678-420.7k
Steward Partners Investment Advisory, LLC Reduced -330,362-330.4k
Vise Technologies, Inc. Reduced -194,401-194.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -125,086-125.1k
OLD MISSION CAPITAL LLC Sold out -62,800-62.8k
Rockefeller Capital Management L.P. Reduced -62,336-62.3k
Modern Wealth Management, LLC Reduced -58,595-58.6k
Element Wealth, LLC Reduced -42,838-42.8k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -41,371-41.4k

Biggest calls

GROUP ONE TRADING LLC Added $57.5m2.5m shares
IMC-Chicago, LLC Added $6.9m299.3k shares
CITADEL ADVISORS LLC Reduced $361.0k8.1k shares
CIBC Bancorp USA Inc. First filing $286.3k12.4k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $280.8k6.3k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.21% of their portfolio ST. PETERSBURG, FL 14,813,66514.8m $660.2m $660.2m 0.21% Added +401.8k +401,802
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 7,152,8877.2m $318.8m $318.8m 0.09% Added +525.6k +525,576
3 Retirement Planning Group, LLC 4.29% of their portfolio LEAWOOD, KS 2,770,4092.8m $123.5m $123.5m 4.29% Added +66.2k +66,180
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.18% of their portfolio PLYMOUTH, MN 2,724,6572.7m $121.1m $121.1m 0.18% Added +8.5k +8,459
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,386,2452.4m $106.4m $106.4m 0.01% Added +545.3k +545,316
6 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,311,5642.3m $103.0m $103.0m 0.03% Added +219.0k +219,002
7 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 2,001,1762.0m $89.2m $89.2m 0.10% Added +102.8k +102,832
8 Janney Montgomery Scott LLC 0.19% of their portfolio PHILADELPHIA, PA 1,775,3661.8m $79.1m $79.1m 0.19% Added +83.4k +83,441
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,590,2161.6m $70.9m $70.9m 0.01% Added +77.9k +77,903
10 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,578,9991.6m $70.4m $70.4m 0.01% Reduced -1.4m -1,438,727
11 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,270,2731.3m $56.6m $56.6m 0.08% Added +121.3k +121,260
12 MBL Wealth, LLC 3.57% of their portfolio CHARLOTTE, NC 917,279917.3k $40.9m $40.9m 3.57% Added +19.5k +19,524
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 880,356880.4k $39.2m $39.2m 0.01% Added +213.0k +213,025
14 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 870,316870.3k $38.4m $38.4m 0.05% Added +75.7k +75,744
15 Sterling Financial Group, Inc. 10.82% of their portfolio PASADENA, CA 765,866765.9k $34.1m $34.1m 10.82% Added +63.4k +63,441
16 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 713,398713.4k $31.8m $31.8m 0.04% Added +158.6k +158,613
17 Stratos Investment Management, LLC 1.21% of their portfolio BEACHWOOD, OH 657,352657.4k $29.3m $29.3m 1.21% Added +26.6k +26,597
18 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 654,401654.4k $29.2m $29.2m 0.03% Added +178.6k +178,600
19 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 625,362625.4k $27.9m $27.9m 0.14% Added +31.6k +31,609
20 CPC Advisors, LLC 2.81% of their portfolio Atlanta, GA 597,240597.2k $26.6m $26.6m 2.81% Added +6.0k +6,039
21 Steward Partners Investment Advisory, LLC 0.14% of their portfolio STAMFORD, CT 560,554560.6k $25.0m $25.0m 0.14% Reduced -330.4k -330,362
22 CWM, LLC 0.07% of their portfolio OMAHA, NE 529,080529.1k $23.6m $23.6m 0.07% Added +108.7k +108,676
23 NBZ Investment Advisors LLC 11.08% of their portfolio KNOXVILLE, TN 474,576474.6k $21.2m $21.2m 11.08% Added +10.8k +10,843
24 Prostatis Group LLC 5.12% of their portfolio HANOVER, MD 458,617458.6k $20.4m $20.4m 5.12% Added +16.7k +16,655
25 Vantage Financial Partners, LLC 4.13% of their portfolio ELM GROVE, WI 440,006440.0k $19.6m $19.6m 4.13% Added +5.7k +5,695
26 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 420,519420.5k $18.7m $18.7m 0.03% Added +383.7k +383,719
27 Second Half Financial Partners, LLC 8.10% of their portfolio SEBRING, FL 412,647412.6k $18.4m $18.4m 8.10% Reduced -3.6k -3,566
28 Hibernia Wealth Partners, LLC 11.72% of their portfolio BATON ROUGE, LA 410,234410.2k $18.3m $18.3m 11.72% Reduced -420.7k -420,678
29 Merit Financial Group, LLC 0.16% of their portfolio ALPHARETTA, GA 402,391402.4k $17.9m $17.9m 0.16% New
30 Summit Financial, LLC 0.26% of their portfolio PARSIPPANY, NJ 383,062383.1k $17.1m $17.1m 0.26% New
31 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 382,111382.1k $17.0m $17.0m 0.08% Added +19.7k +19,658
32 CARY STREET PARTNERS FINANCIAL LLC 0.42% of their portfolio RICHMOND, VA 363,589363.6k $16.2m $16.2m 0.42% Added +24.0k +23,952
33 Marshall Financial Group, LLC 3.15% of their portfolio Hunt Valley, MD 362,792362.8k $16.2m $16.2m 3.15% New
34 WEST MICHIGAN ADVISORS, LLC 3.65% of their portfolio HOLLAND, MI 340,826340.8k $15.2m $15.2m 3.65% Reduced -8.9k -8,919
35 ForthRight Wealth Management, LLC 4.23% of their portfolio ALPHARETTA, GA 326,320326.3k $14.5m $14.5m 4.23% Added +24.6k +24,606
36 Modern Wealth Management, LLC 0.28% of their portfolio KANSAS CITY, MO 315,659315.7k $14.1m $14.1m 0.28% Reduced -58.6k -58,595
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 315,179315.2k $14.0m $14.0m 0.00% Added +175.2k +175,212
38 BENJAMIN EDWARDS INC 0.15% of their portfolio Clayton, MO 302,782302.8k $13.5m $13.5m 0.15% Added +35.7k +35,728
39 Financial Designs Corp 7.54% of their portfolio CLAREMONT, CA 289,934289.9k $13.0m $13.0m 7.54% Added +26 +26
40 NCM Capital Management, LLC 4.88% of their portfolio RAMSEY, NJ 282,415282.4k $12.6m $12.6m 4.88% Reduced -16.7k -16,700
41 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 265,786265.8k $11.8m $11.8m 0.03% Reduced -15.4k -15,363
42 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 265,288265.3k $11.8m $11.8m 0.00% Reduced -16.2k -16,202
43 MGO ONE SEVEN LLC 0.27% of their portfolio Beachwood, OH 264,638264.6k $11.8m $11.8m 0.27% Added +16.9k +16,899
44 SAGESPRING WEALTH PARTNERS, LLC 0.22% of their portfolio FRANKLIN, TN 255,583255.6k $11.4m $11.4m 0.22% Added +36.4k +36,357
45 Tower Wealth Partners, Inc. 6.04% of their portfolio LEWISBURG, PA 246,825246.8k $11.0m $11.0m 6.04% Reduced -120 -120
46 Visionary Wealth Advisors 0.47% of their portfolio O'FALLON, IL 226,625226.6k $10.1m $10.1m 0.47% Reduced -1.6k -1,582
47 Souders Financial Advisors 1.20% of their portfolio CINCINNATI, OH 226,252226.3k $10.1m $10.1m 1.20% Added +4.0k +4,021
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 226,067226.1k $10.1m $10.1m 0.01% Added +216.5k +216,466
49 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 220,903220.9k $9.8m $9.8m 0.01% Reduced -125.1k -125,086
50 Capital Investment Advisory Services, LLC 0.77% of their portfolio RALEIGH, NC 217,200217.2k $9.7m $9.7m 0.77% Reduced -1.1k -1,106
51 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 214,228214.2k $9.5m $9.5m 0.12% Reduced -41.4k -41,371
52 Mesirow Financial Investment Management, Inc. 0.17% of their portfolio CHICAGO, IL 212,638212.6k $9.5m $9.5m 0.17% Added +45.6k +45,560
53 Phoenix Wealth Advisors 3.13% of their portfolio CHAPEL HILL, NC 182,924182.9k $8.2m $8.2m 3.13% Reduced -9.3k -9,279
54 Investors Research Corp 1.50% of their portfolio ATLANTA, GA 182,045182.0k $8.1m $8.1m 1.50% Added +6.7k +6,706
55 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 177,654177.7k $7.9m $7.9m 0.06% Added +29.2k +29,198
56 Element Wealth, LLC 3.45% of their portfolio RIDGELAND, MS 177,509177.5k $7.9m $7.9m 3.45% Reduced -42.8k -42,838
57 Regal Investment Advisors LLC 0.51% of their portfolio KENTWOOD, MI 175,146175.1k $7.8m $7.8m 0.51% Added +27.6k +27,577
58 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 172,864172.9k $7.7m $7.7m 0.02% Added +6.2k +6,189
59 Carter Financial Group, INC. 4.62% of their portfolio BARRINGTON, IL 171,470171.5k $7.6m $7.6m 4.62% Reduced -1.0k -1,035
60 MTM Investment Management, LLC 2.43% of their portfolio SPARTANBURG, SC 171,468171.5k $7.6m $7.6m 2.43% Added +540 +540
61 GREAT VALLEY ADVISOR GROUP, INC. 0.15% of their portfolio WILMINGTON, DE 169,465169.5k $7.6m $7.6m 0.15% Added +10.0k +10,008
62 Magnus Financial Group LLC 0.59% of their portfolio NEW YORK, NY 168,577168.6k $7.5m $7.5m 0.59% Added +13.0k +12,981
63 Security National Bank 1.13% of their portfolio OMAHA, NE 165,499165.5k $7.4m $7.4m 1.13% New
64 RiverTree Advisors, LLC 4.24% of their portfolio WINTER PARK, FL 148,475148.5k $6.6m $6.6m 4.24% Reduced -473 -473
65 VICTORY FINANCIAL GROUP, LLC 0.88% of their portfolio AUSTIN, TX 144,161144.2k $6.4m $6.4m 0.88% Added +5.8k +5,759
66 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1.95% of their portfolio Phoenix, AZ 140,479140.5k $6.3m $6.3m 1.95% Added +31.4k +31,405
67 TBH Global Asset Management, LLC 1.15% of their portfolio Brentwood, TN 140,398140.4k $5.9m $5.9m 1.15% Added +13.3k +13,262
68 Trilogy Capital Inc. 0.29% of their portfolio IRVINE, CA 140,359140.4k $6.3m $6.3m 0.29% Reduced -5.5k -5,504
69 BARNES PETTEY FINANCIAL ADVISORS, LLC 3.13% of their portfolio CLARKSDALE, MS 128,189128.2k $5.7m $5.7m 3.13% Added +7.7k +7,722
70 SPC Financial, Inc. 0.44% of their portfolio ROCKVILLE, MD 126,837126.8k $5.7m $5.7m 0.44% Added +44.2k +44,242
71 Ausdal Financial Partners, Inc. 0.27% of their portfolio Davenport, IA 126,020126.0k $5.6m $5.6m 0.27% Added +11.1k +11,134
72 SIERRA OCEAN, LLC 4.58% of their portfolio RIPON, CA 122,314122.3k $5.5m $5.5m 4.58% Added +812 +812
73 Stonebrook Private Inc. 1.14% of their portfolio NORTHVILLE, MI 117,930117.9k $5.3m $5.3m 1.14% Reduced -2.2k -2,198
74 Good Steward Wealth Advisors,LLC 3.55% of their portfolio CLARKSVILLE, TN 115,227115.2k $5.1m $5.1m 3.55% Added +51.8k +51,754
75 Vestmark Advisory Solutions, Inc. 0.10% of their portfolio Wakefield, MA 113,989114.0k $5.1m $5.1m 0.10% New
76 ELEVATION POINT WEALTH PARTNERS, LLC 0.35% of their portfolio DENVER, CO 113,989114.0k $5.1m $5.1m 0.35% New
77 Farrow Financial, Inc. 2.92% of their portfolio SOUTH BURLINGTON, VT 113,036113.0k $5.0m $5.0m 2.92% Added +617 +617
78 Snowden Capital Advisors LLC 0.14% of their portfolio New York, NY 111,257111.3k $5.0m $5.0m 0.14% Added +14.8k +14,798
79 BlueChip Wealth Advisors LLC 2.08% of their portfolio Milton, GA 109,493109.5k $4.9m $4.9m 2.08% Added +3.5k +3,478
80 Spire Wealth Management 0.17% of their portfolio MCLEAN, VA 108,836108.8k $4.9m $4.9m 0.17% Added +63.7k +63,680
81 Wealthcare Advisory Partners LLC 0.10% of their portfolio WEST CHESTER, PA 108,814108.8k $4.8m $4.8m 0.10% Added +31.9k +31,928
82 Jaffetilchin Investment Partners, LLC 0.29% of their portfolio TAMPA, FL 107,970108.0k $4.8m $4.8m 0.29% Added +1.6k +1,634
83 Signature Wealth Management Group 1.83% of their portfolio ATLANTA, GA 105,733105.7k $4.7m $4.7m 1.83% Reduced -189 -189
84 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 102,662102.7k $4.6m $4.6m 0.01% Added +55.8k +55,763
85 Baron Financial Group, LLC 2.48% of their portfolio Fair Lawn, NJ 101,529101.5k $4.5m $4.5m 2.48% Added +2.1k +2,117
86 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 100,372100.4k $4.5m $4.5m 0.01% Reduced -62.3k -62,336
87 EverSource Wealth Advisors, LLC 0.17% of their portfolio BIRMINGHAM, AL 98,15098.2k $4.4m $4.4m 0.17% Added +5.7k +5,659
88 THOROUGHBRED FINANCIAL SERVICES, LLC 0.26% of their portfolio BRENTWOOD, TN 95,53095.5k $4.3m $4.3m 0.26% Added +17.3k +17,329
89 AVALON CAPITAL MANAGEMENT 1.02% of their portfolio Port Of Redwood City, CA 93,70693.7k $4.2m $4.2m 1.02% Added +1.1k +1,110
90 Dynamic Advisor Solutions LLC 0.12% of their portfolio PHOENIX, AZ 91,25391.3k $4.1m $4.1m 0.12% Added +519 +519
91 WEDBUSH SECURITIES INC 0.13% of their portfolio PASADENA, CA 91,21891.2k $4.1m $4.1m 0.13% Added +5.7k +5,656
92 Ascentis Independent Advisors 0.68% of their portfolio DALLAS, TX 89,81689.8k $4.0m $4.0m 0.68% Added +4.5k +4,453
93 Ranch Capital Advisors Inc. 1.54% of their portfolio SARASOTA, FL 89,39589.4k $4.0m $4.0m 1.54% Added +1.7k +1,658
94 McAdam, LLC 0.19% of their portfolio Philadelphia, PA 87,30887.3k $3.9m $3.9m 0.19% Added +5.2k +5,178
95 LEVEL FOUR ADVISORY SERVICES, LLC 0.13% of their portfolio DALLAS, TX 84,86984.9k $3.8m $3.8m 0.13% Reduced -3.5k -3,474
96 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.24% of their portfolio CEDAR RAPIDS, IA 84,79984.8k $3.8m $3.8m 0.24% New
97 Sovran Advisors, LLC 0.34% of their portfolio SAN DIEGO, CA 84,66484.7k $3.8m $3.8m 0.34% Reduced -24.7k -24,663
98 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 84,29584.3k $3.8m $3.8m 0.01% Added +13.8k +13,790
99 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 83,36483.4k $3.7m $3.7m 0.00% Added +44.3k +44,302
100 Moran Wealth Management, LLC 0.11% of their portfolio NAPLES, FL 79,26979.3k $3.5m $3.5m 0.11% Added +4.2k +4,242