Vault-13

AMPLIFY ETF TR DIVO

CWP ENHANCED DIV · ETP · CUSIP 032108409

368 institutional holders +45 vs Q3 2025
75,529,23075.5m shares reported held*
$3.4bnreported value*
39 new 211 added 68 reduced 12 sold out net bought ≈ $332.7m (+7.5m 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 ($7.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.52. Options: 2 managers hold calls ($69.4m notional), 1 hold puts ($267.0k).

Trends to Q4 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: 323Q4 25: 368368Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025368

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 215 bought or addedQ3 25: 94 cut or sold outQ4 25: 250 bought or addedQ4 25: 80 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024128122
Q2 202416095
Q3 2024144103
Q4 202417282
Q1 2025183101
Q2 202518997
Q3 202521594
Q4 202525080

Calls vs puts

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

CallsPuts
$0$20m$40m$60m$80mQ1 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 0.00Q4 25 calls: $69.4mQ4 25 puts: $267.0kQ4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$7.8m$154.9k0.02
Q2 2025$24.1m$323.4k0.01
Q3 2025$65.1m$280.8k0.00
Q4 2025$69.4m$267.0k0.00

Biggest buyers

Reliant Wealth Planning New +1,017,720+1.0m
RAYMOND JAMES FINANCIAL INC Added +772,345+772.3k
Sequoia Financial Advisors, LLC New +753,857+753.9k
ENVESTNET ASSET MANAGEMENT INC Added +582,929+582.9k
MORGAN STANLEY Added +543,114+543.1k
Hibernia Wealth Partners, LLC Added +430,034+430.0k
LPL Financial LLC Added +294,892+294.9k
Cetera Investment Advisers Added +234,620+234.6k
Janney Montgomery Scott LLC Added +202,172+202.2k
STIFEL FINANCIAL CORP Added +158,850+158.8k

Biggest sellers

Mesirow Financial Investment Management, Inc. Reduced -107,263-107.3k
WEDBUSH SECURITIES INC Reduced -84,980-85.0k
UBS Group AG Reduced -79,887-79.9k
Sovran Advisors, LLC Reduced -72,113-72.1k
RENAISSANCE TECHNOLOGIES LLC Reduced -48,868-48.9k
Modern Wealth Management, LLC Reduced -44,818-44.8k
VICTORY FINANCIAL GROUP, LLC Reduced -42,149-42.1k
CARY STREET PARTNERS FINANCIAL LLC Reduced -36,396-36.4k
Dynamic Advisor Solutions LLC Reduced -25,315-25.3k
Hilltop Holdings Inc. Sold out -24,336-24.3k

Biggest calls

GROUP ONE TRADING LLC Reduced $59.4m2.1m shares
IMC-Chicago, LLC Added $10.0m361.8k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $267.0k6.0k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.22% of their portfolio ST. PETERSBURG, FL 15,586,01015.6m $693.6m $693.6m 0.22% Added +772.3k +772,345
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 7,447,7797.4m $331.4m $331.4m 0.09% Added +294.9k +294,892
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,929,3592.9m $130.4m $130.4m 0.01% Added +543.1k +543,114
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 2,894,4932.9m $128.8m $128.8m 0.04% Added +582.9k +582,929
5 Retirement Planning Group, LLC 4.23% of their portfolio LEAWOOD, KS 2,893,4782.9m $128.8m $128.8m 4.23% Added +123.1k +123,069
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.17% of their portfolio PLYMOUTH, MN 2,743,9052.7m $124.4m $124.4m 0.17% Added +19.2k +19,248
7 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 2,136,2412.1m $95.1m $95.1m 0.10% Added +135.1k +135,065
8 Janney Montgomery Scott LLC 0.20% of their portfolio PHILADELPHIA, PA 1,977,5382.0m $88.0m $88.0m 0.20% Added +202.2k +202,172
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,701,4031.7m $75.7m $75.7m 0.01% Added +122.4k +122,404
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,510,3291.5m $67.2m $67.2m 0.01% Reduced -79.9k -79,887
11 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,343,3371.3m $59.8m $59.8m 0.08% Added +73.1k +73,064
12 Reliant Wealth Planning 14.15% of their portfolio LOUISVILLE, KY 1,017,7201.0m $45.3m $45.3m 14.15% New
13 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 994,979995.0k $44.3m $44.3m 0.01% Added +114.6k +114,623
14 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 948,018948.0k $42.2m $42.2m 0.05% Added +234.6k +234,620
15 MBL Wealth, LLC 3.36% of their portfolio CHARLOTTE, NC 941,552941.6k $41.9m $41.9m 3.36% Added +24.3k +24,273
16 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 938,674938.7k $41.8m $41.8m 0.06% Added +68.4k +68,358
17 Hibernia Wealth Partners, LLC 11.26% of their portfolio BATON ROUGE, LA 840,268840.3k $37.4m $37.4m 11.26% Added +430.0k +430,034
18 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 813,251813.3k $36.2m $36.2m 0.03% Added +158.8k +158,850
19 Sequoia Financial Advisors, LLC 0.19% of their portfolio Akron, OH 753,857753.9k $33.5m $33.5m 0.19% New
20 Stratos Investment Management, LLC 1.24% of their portfolio BEACHWOOD, OH 694,676694.7k $30.9m $30.9m 1.24% Added +37.3k +37,324
21 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 662,229662.2k $29.5m $29.5m 0.14% Added +36.9k +36,867
22 CPC Advisors, LLC 2.76% of their portfolio Atlanta, GA 615,353615.4k $27.4m $27.4m 2.76% Added +18.1k +18,113
23 Steward Partners Investment Advisory, LLC 0.14% of their portfolio STAMFORD, CT 586,056586.1k $26.1m $26.1m 0.14% Added +25.5k +25,502
24 CWM, LLC 0.07% of their portfolio OMAHA, NE 547,840547.8k $24.4m $24.4m 0.07% Added +18.8k +18,760
25 NBZ Investment Advisors LLC 9.98% of their portfolio KNOXVILLE, TN 513,645513.6k $22.9m $22.9m 9.98% Added +39.1k +39,069
26 Prostatis Group LLC 4.87% of their portfolio HANOVER, MD 458,228458.2k $20.4m $20.4m 4.87% Reduced -389 -389
27 Vantage Financial Partners, LLC 4.02% of their portfolio ELM GROVE, WI 445,138445.1k $19.8m $19.8m 4.02% Added +5.1k +5,132
28 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 414,789414.8k $18.5m $18.5m 0.07% Added +32.7k +32,678
29 Second Half Financial Partners, LLC 8.15% of their portfolio SEBRING, FL 412,649412.6k $18.4m $18.4m 8.15% Added +2 +2
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 411,694411.7k $18.3m $18.3m 0.00% Added +96.5k +96,515
31 Merit Financial Group, LLC 0.15% of their portfolio ALPHARETTA, GA 411,316411.3k $18.3m $18.3m 0.15% Added +8.9k +8,925
32 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 410,941410.9k $18.3m $18.3m 0.03% Reduced -9.6k -9,578
33 Summit Financial, LLC 0.26% of their portfolio PARSIPPANY, NJ 403,741403.7k $18.0m $18.0m 0.26% Added +20.7k +20,679
34 Marshall Financial Group, LLC 3.29% of their portfolio Hunt Valley, MD 381,480381.5k $17.0m $17.0m 3.29% Added +18.7k +18,688
35 ForthRight Wealth Management, LLC 4.79% of their portfolio ALPHARETTA, GA 374,681374.7k $16.7m $16.7m 4.79% Added +48.4k +48,361
36 Clear Trail Advisors, LLC 3.80% of their portfolio HOUSTON, TX 368,367368.4k $16.4m $16.4m 3.80% First filing
37 WEST MICHIGAN ADVISORS, LLC 3.47% of their portfolio HOLLAND, MI 339,081339.1k $15.1m $15.1m 3.47% Reduced -1.7k -1,745
38 CARY STREET PARTNERS FINANCIAL LLC 0.36% of their portfolio RICHMOND, VA 327,193327.2k $14.6m $14.6m 0.36% Reduced -36.4k -36,396
39 BENJAMIN EDWARDS INC 0.15% of their portfolio Clayton, MO 307,577307.6k $13.7m $13.7m 0.15% Added +4.8k +4,795
40 Financial Designs Corp 7.63% of their portfolio CLAREMONT, CA 302,840302.8k $13.5m $13.5m 7.63% Added +12.9k +12,906
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 300,171300.2k $13.4m $13.4m 0.01% Added +74.1k +74,104
42 MGO ONE SEVEN LLC 0.26% of their portfolio Beachwood, OH 291,127291.1k $13.0m $13.0m 0.26% Added +26.5k +26,489
43 SAGESPRING WEALTH PARTNERS, LLC 0.23% of their portfolio FRANKLIN, TN 282,291282.3k $12.6m $12.6m 0.23% Added +26.7k +26,708
44 NCM Capital Management, LLC 4.56% of their portfolio RAMSEY, NJ 276,413276.4k $12.3m $12.3m 4.56% Reduced -6.0k -6,002
45 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 274,512274.5k $12.2m $12.2m 0.03% Added +8.7k +8,726
46 Modern Wealth Management, LLC 0.22% of their portfolio KANSAS CITY, MO 270,841270.8k $12.1m $12.1m 0.22% Reduced -44.8k -44,818
47 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 255,496255.5k $11.4m $11.4m 0.00% Reduced -9.8k -9,792
48 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 246,237246.2k $11.0m $11.0m 0.01% Added +25.3k +25,334
49 Tower Wealth Partners, Inc. 6.02% of their portfolio LEWISBURG, PA 246,215246.2k $11.0m $11.0m 6.02% Reduced -610 -610
50 Visionary Wealth Advisors 0.47% of their portfolio O'FALLON, IL 236,046236.0k $10.5m $10.5m 0.47% Added +9.4k +9,421
51 Souders Financial Advisors 1.18% of their portfolio CINCINNATI, OH 232,072232.1k $10.3m $10.3m 1.18% Added +5.8k +5,820
52 Capital Investment Advisory Services, LLC 0.73% of their portfolio RALEIGH, NC 231,938231.9k $10.3m $10.3m 0.73% Added +14.7k +14,738
53 KESTRA PRIVATE WEALTH SERVICES, LLC 0.12% of their portfolio AUSTIN, TX 215,182215.2k $9.6m $9.6m 0.12% Added +954 +954
54 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 195,557195.6k $8.7m $8.7m 0.06% Added +17.9k +17,903
55 Investors Research Corp 1.55% of their portfolio ATLANTA, GA 189,755189.8k $8.4m $8.4m 1.55% Added +7.7k +7,710
56 GREAT VALLEY ADVISOR GROUP, INC. 0.16% of their portfolio WILMINGTON, DE 184,141184.1k $8.2m $8.2m 0.16% Added +14.7k +14,676
57 Carter Financial Group, INC. 4.81% of their portfolio BARRINGTON, IL 181,918181.9k $8.1m $8.1m 4.81% Added +10.4k +10,448
58 Phoenix Wealth Advisors 3.11% of their portfolio CHAPEL HILL, NC 181,762181.8k $8.1m $8.1m 3.11% Reduced -1.2k -1,162
59 THOROUGHBRED FINANCIAL SERVICES, LLC 0.47% of their portfolio BRENTWOOD, TN 178,415178.4k $7.9m $7.9m 0.47% Added +82.9k +82,885
60 MTM Investment Management, LLC 2.51% of their portfolio SPARTANBURG, SC 176,599176.6k $7.9m $7.9m 2.51% Added +5.1k +5,131
61 Magnus Financial Group LLC 0.60% of their portfolio NEW YORK, NY 175,381175.4k $7.8m $7.8m 0.60% Added +6.8k +6,804
62 Element Wealth, LLC 3.22% of their portfolio RIDGELAND, MS 174,853174.9k $7.8m $7.8m 3.22% Reduced -2.7k -2,656
63 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 173,865173.9k $7.7m $7.7m 0.02% Added +1.0k +1,001
64 Security National Bank 1.09% of their portfolio OMAHA, NE 171,320171.3k $7.6m $7.6m 1.09% Added +5.8k +5,821
65 Altus Wealth Group LLC 3.03% of their portfolio COLORADO SPRINGS, CO 170,604170.6k $7.6m $7.6m 3.03% Added +116.5k +116,514
66 Regal Investment Advisors LLC 0.45% of their portfolio KENTWOOD, MI 168,623168.6k $7.5m $7.5m 0.45% Reduced -6.5k -6,523
67 TBH Global Asset Management, LLC 1.15% of their portfolio Brentwood, TN 162,800162.8k $6.9m $6.9m 1.15% Added +22.4k +22,402
68 Prota Financial, LLC 4.92% of their portfolio HOUSTON, TX 153,522153.5k $6.8m $6.8m 4.92% First filing
69 Snowden Capital Advisors LLC 0.17% of their portfolio New York, NY 148,665148.7k $6.6m $6.6m 0.17% Added +37.4k +37,408
70 RiverTree Advisors, LLC 4.20% of their portfolio WINTER PARK, FL 148,123148.1k $6.6m $6.6m 4.20% Reduced -352 -352
71 Ausdal Financial Partners, Inc. 0.30% of their portfolio Davenport, IA 147,678147.7k $6.6m $6.6m 0.30% Added +21.7k +21,658
72 Trilogy Capital Inc. 0.28% of their portfolio IRVINE, CA 143,006143.0k $6.4m $6.4m 0.28% Added +2.6k +2,647
73 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1.86% of their portfolio Phoenix, AZ 142,113142.1k $6.3m $6.3m 1.86% Added +1.6k +1,634
74 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.33% of their portfolio CEDAR RAPIDS, IA 141,722141.7k $6.3m $6.3m 0.33% Added +56.9k +56,923
75 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 139,257139.3k $6.2m $6.2m 0.01% Added +38.9k +38,885
76 ELEVATION POINT WEALTH PARTNERS, LLC 0.30% of their portfolio DENVER, CO 138,668138.7k $6.2m $6.2m 0.30% Added +24.7k +24,679
77 Vestmark Advisory Solutions, Inc. 0.08% of their portfolio Wakefield, MA 138,406138.4k $6.2m $6.2m 0.08% Added +24.4k +24,417
78 BARNES PETTEY FINANCIAL ADVISORS, LLC 2.95% of their portfolio CLARKSDALE, MS 134,261134.3k $6.0m $6.0m 2.95% Added +6.1k +6,072
79 AlphaCore Capital LLC 0.13% of their portfolio LA JOLLA, CA 129,841129.8k $5.8m $5.8m 0.13% New
80 HighPoint Advisor Group LLC 0.12% of their portfolio DOWNERS GROVE, IL 126,283126.3k $5.6m $5.6m 0.12% New
81 SIERRA OCEAN, LLC 4.61% of their portfolio RIPON, CA 125,233125.2k $5.6m $5.6m 4.61% Added +2.9k +2,919
82 Foguth Wealth Management, LLC. 0.82% of their portfolio BRIGHTON, MI 118,582118.6k $5.3m $5.3m 0.82% First filing
83 Stonebrook Private Inc. 1.10% of their portfolio NORTHVILLE, MI 117,723117.7k $5.2m $5.2m 1.10% Reduced -207 -207
84 Leo Wealth, LLC 0.38% of their portfolio HURST, TX 116,744116.7k $5.2m $5.2m 0.38% New
85 Stillwater Wealth Management Group 3.52% of their portfolio JUNO BEACH, FL 116,660116.7k $5.2m $5.2m 3.52% Added +39.8k +39,765
86 Thompson David Blair 2.95% of their portfolio CHARLOTTE, NC 116,025116.0k $5.2m $5.2m 2.95% First filing
87 Wealthcare Advisory Partners LLC 0.10% of their portfolio WEST CHESTER, PA 113,214113.2k $5.0m $5.0m 0.10% Added +4.4k +4,400
88 Farrow Financial, Inc. 2.89% of their portfolio SOUTH BURLINGTON, VT 112,927112.9k $5.0m $5.0m 2.89% Reduced -109 -109
89 Good Steward Wealth Advisors,LLC 3.31% of their portfolio CLARKSVILLE, TN 112,603112.6k $5.0m $5.0m 3.31% Reduced -2.6k -2,624
90 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 111,111111.1k $4.9m $4.9m 0.05% Added +106.2k +106,205
91 LAUREL OAK WEALTH MANAGEMENT, LLC 0.83% of their portfolio MARLTON, NJ 110,460110.5k $4.9m $4.9m 0.83% First filing
92 Jaffetilchin Investment Partners, LLC 0.28% of their portfolio TAMPA, FL 109,039109.0k $4.9m $4.9m 0.28% Added +1.1k +1,069
93 BlueChip Wealth Advisors LLC 2.03% of their portfolio Milton, GA 108,529108.5k $4.8m $4.8m 2.03% Reduced -964 -964
94 Signature Wealth Management Group 1.93% of their portfolio ATLANTA, GA 106,133106.1k $4.7m $4.7m 1.93% Added +400 +400
95 Mesirow Financial Investment Management, Inc. 0.10% of their portfolio CHICAGO, IL 105,375105.4k $4.7m $4.7m 0.10% Reduced -107.3k -107,263
96 Spire Wealth Management 0.16% of their portfolio MCLEAN, VA 104,797104.8k $4.7m $4.7m 0.16% Reduced -4.0k -4,039
97 Baron Financial Group, LLC 2.46% of their portfolio Fair Lawn, NJ 102,999103.0k $4.6m $4.6m 2.46% Added +1.5k +1,470
98 VICTORY FINANCIAL GROUP, LLC 0.57% of their portfolio AUSTIN, TX 102,012102.0k $4.5m $4.5m 0.57% Reduced -42.1k -42,149
99 AVALON CAPITAL MANAGEMENT 1.03% of their portfolio Port Of Redwood City, CA 96,52796.5k $4.3m $4.3m 1.03% Added +2.8k +2,821
100 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 95,66595.7k $4.3m $4.3m 0.01% Reduced -7.0k -6,997