Vault-13

AMPLIFY ETF TR DIVO

CWP ENHANCED DIV · ETP · CUSIP 032108409

386 institutional holders +18 vs Q4 2025
79,730,55279.7m shares reported held*
$3.6bnreported value*
44 new 219 added 85 reduced 22 sold out net bought ≈ $218.6m (+4.9m 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 ($7.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.85. Options: 6 managers hold calls ($169.3m notional), 1 hold puts ($430.6k).

Trends to Q1 2026

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: 368Q1 26: 386386Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026386

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 250 bought or addedQ4 25: 80 cut or sold outQ1 26: 263 bought or addedQ1 26: 107 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202416095
Q3 2024144103
Q4 202417282
Q1 2025183101
Q2 202518997
Q3 202521594
Q4 202525080
Q1 2026263107

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ2 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 0.00Q1 26 calls: $169.3mQ1 26 puts: $430.6kQ1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$24.1m$323.4k0.01
Q3 2025$65.1m$280.8k0.00
Q4 2025$69.4m$267.0k0.00
Q1 2026$169.3m$430.6k0.00

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +1,677,339+1.7m
LPL Financial LLC Added +739,757+739.8k
CPC Advisors, LLC Added +610,117+610.1k
MORGAN STANLEY Added +584,242+584.2k
ENVESTNET ASSET MANAGEMENT INC Added +445,229+445.2k
OSAIC HOLDINGS, INC. Added +331,828+331.8k
WELLS FARGO & COMPANY/MN Added +303,421+303.4k
Retirement Planning Group, LLC Added +287,226+287.2k
UBS Group AG Added +223,976+224.0k
Mesirow Financial Investment Management, Inc. Added +190,730+190.7k

Biggest sellers

Janney Montgomery Scott LLC Sold out -1,977,538-2.0m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -802,965-803.0k
MERCER GLOBAL ADVISORS INC /ADV Reduced -228,038-228.0k
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC Sold out -142,113-142.1k
Qube Research & Technologies Ltd Sold out -95,665-95.7k
Signature Wealth Management Group Reduced -95,628-95.6k
OneDigital Investment Advisors LLC Reduced -93,387-93.4k
SAGESPRING WEALTH PARTNERS, LLC Reduced -87,529-87.5k
Modern Wealth Management, LLC Reduced -86,721-86.7k
TBH Global Asset Management, LLC Reduced -67,367-67.4k

Biggest calls

GROUP ONE TRADING LLC Added $122.9m4.1m shares
IMC-Chicago, LLC Added $41.1m1.4m shares
CIBC Bancorp USA Inc. First filing $2.4m80.0k shares
HRT FINANCIAL LP New $2.2m74.3k shares
OSAIC HOLDINGS, INC. New $466.0k478 shares
CITADEL ADVISORS LLC New $228.7k5.1k shares

Biggest puts

CITADEL ADVISORS LLC Added $430.6k9.6k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.24% of their portfolio ST. PETERSBURG, FL 17,263,34917.3m $774.3m $774.3m 0.24% Added +1.7m +1,677,339
2 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 8,187,5368.2m $367.2m $367.2m 0.10% Added +739.8k +739,757
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,513,6013.5m $157.6m $157.6m 0.01% Added +584.2k +584,242
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,339,7223.3m $149.8m $149.8m 0.04% Added +445.2k +445,229
5 Retirement Planning Group, LLC 4.42% of their portfolio LEAWOOD, KS 3,180,7043.2m $142.7m $142.7m 4.42% Added +287.2k +287,226
6 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 2,152,9112.2m $96.6m $96.6m 0.10% Added +16.7k +16,670
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.19% of their portfolio PLYMOUTH, MN 1,940,9401.9m $86.5m $86.5m 0.19% Reduced -803.0k -802,965
8 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,779,9011.8m $79.8m $79.8m 0.02% Added +78.5k +78,498
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,734,3051.7m $77.8m $77.8m 0.01% Added +224.0k +223,976
10 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,398,0291.4m $62.7m $62.7m 0.08% Added +54.7k +54,692
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,298,4001.3m $58.2m $58.2m 0.01% Added +303.4k +303,421
12 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 1,270,5021.3m $57.0m $57.0m 0.08% Added +331.8k +331,828
13 CPC Advisors, LLC 8.91% of their portfolio Atlanta, GA 1,225,4701.2m $55.0m $55.0m 8.91% Added +610.1k +610,117
14 Reliant Wealth Planning 14.35% of their portfolio LOUISVILLE, KY 1,058,3361.1m $47.5m $47.5m 14.35% Added +40.6k +40,616
15 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 1,057,0261.1m $47.4m $47.4m 0.05% Added +109.0k +109,008
16 MBL Wealth, LLC 3.34% of their portfolio CHARLOTTE, NC 981,793981.8k $44.0m $44.0m 3.34% Added +40.2k +40,241
17 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 903,451903.5k $40.5m $40.5m 0.04% Added +90.2k +90,200
18 Hibernia Wealth Partners, LLC 11.54% of their portfolio BATON ROUGE, LA 870,390870.4k $39.0m $39.0m 11.54% Added +30.1k +30,122
19 Stratos Investment Management, LLC 1.30% of their portfolio BEACHWOOD, OH 721,224721.2k $32.3m $32.3m 1.30% Added +26.5k +26,548
20 Sequoia Financial Advisors, LLC 0.18% of their portfolio Akron, OH 710,559710.6k $31.9m $31.9m 0.18% Reduced -43.3k -43,298
21 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 660,102660.1k $29.6m $29.6m 0.14% Reduced -2.1k -2,127
22 Steward Partners Investment Advisory, LLC 0.14% of their portfolio STAMFORD, CT 613,311613.3k $27.5m $27.5m 0.14% Added +27.3k +27,255
23 CWM, LLC 0.07% of their portfolio OMAHA, NE 602,737602.7k $27.0m $27.0m 0.07% Added +54.9k +54,897
24 NBZ Investment Advisors LLC 10.37% of their portfolio KNOXVILLE, TN 528,700528.7k $23.7m $23.7m 10.37% Added +15.1k +15,055
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 510,646510.6k $22.9m $22.9m 0.00% Added +99.0k +98,952
26 Prostatis Group LLC 5.38% of their portfolio HANOVER, MD 468,993469.0k $21.0m $21.0m 5.38% Added +10.8k +10,765
27 NewEdge Advisors, LLC 0.07% of their portfolio NEW ORLEANS, LA 445,626445.6k $20.0m $20.0m 0.07% Added +30.8k +30,837
28 Merit Financial Group, LLC 0.14% of their portfolio ALPHARETTA, GA 428,910428.9k $19.2m $19.2m 0.14% Added +17.6k +17,594
29 ForthRight Wealth Management, LLC 5.31% of their portfolio ALPHARETTA, GA 417,013417.0k $18.7m $18.7m 5.31% Added +42.3k +42,332
30 Second Half Financial Partners, LLC 8.33% of their portfolio SEBRING, FL 412,650412.6k $18.5m $18.5m 8.33% Added +1 +1
31 Summit Financial, LLC 0.23% of their portfolio PARSIPPANY, NJ 407,716407.7k $18.3m $18.3m 0.23% Added +4.0k +3,975
32 Clear Trail Advisors, LLC 2.98% of their portfolio HOUSTON, TX 399,141399.1k $17.9m $17.9m 2.98% Added +30.8k +30,774
33 Marshall Financial Group, LLC 2.78% of their portfolio Hunt Valley, MD 386,764386.8k $17.3m $17.3m 2.78% Added +5.3k +5,284
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 382,795382.8k $17.2m $17.2m 0.01% Added +82.6k +82,624
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 362,731362.7k $16.3m $16.3m 0.00% Added +107.2k +107,235
36 CARY STREET PARTNERS FINANCIAL LLC 0.38% of their portfolio RICHMOND, VA 340,733340.7k $15.3m $15.3m 0.38% Added +13.5k +13,540
37 WEST MICHIGAN ADVISORS, LLC 3.34% of their portfolio HOLLAND, MI 339,021339.0k $15.2m $15.2m 3.34% Reduced -60 -60
38 MGO ONE SEVEN LLC 0.29% of their portfolio Beachwood, OH 319,165319.2k $14.3m $14.3m 0.29% Added +28.0k +28,038
39 BENJAMIN EDWARDS INC 0.14% of their portfolio Clayton, MO 311,361311.4k $14.0m $14.0m 0.14% Added +3.8k +3,784
40 Financial Designs Corp 7.51% of their portfolio CLAREMONT, CA 300,884300.9k $13.5m $13.5m 7.51% Reduced -2.0k -1,956
41 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 298,853298.9k $13.4m $13.4m 0.02% Added +52.6k +52,616
42 Mesirow Financial Investment Management, Inc. 0.22% of their portfolio CHICAGO, IL 296,105296.1k $13.3m $13.3m 0.22% Added +190.7k +190,730
43 Altus Wealth Group LLC 5.39% of their portfolio COLORADO SPRINGS, CO 293,519293.5k $13.2m $13.2m 5.39% Added +122.9k +122,915
44 NCM Capital Management, LLC 4.43% of their portfolio RAMSEY, NJ 276,063276.1k $12.4m $12.4m 4.43% Reduced -350 -350
45 Foguth Wealth Management, LLC. 1.42% of their portfolio BRIGHTON, MI 262,887262.9k $12.2m $12.2m 1.42% Added +144.3k +144,305
46 Tower Wealth Partners, Inc. 6.19% of their portfolio LEWISBURG, PA 249,595249.6k $11.2m $11.2m 6.19% Added +3.4k +3,380
47 Capital Investment Advisory Services, LLC 0.81% of their portfolio RALEIGH, NC 248,757248.8k $11.2m $11.2m 0.81% Added +16.8k +16,819
48 Visionary Wealth Advisors 0.49% of their portfolio O'FALLON, IL 246,888246.9k $11.1m $11.1m 0.49% Added +10.8k +10,842
49 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 244,976245.0k $10.9m $10.9m 0.07% Added +49.4k +49,419
50 Souders Financial Advisors 1.23% of their portfolio CINCINNATI, OH 239,521239.5k $10.7m $10.7m 1.23% Added +7.4k +7,449
51 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 233,640233.6k $10.5m $10.5m 0.03% Added +59.8k +59,775
52 LAUREL OAK WEALTH MANAGEMENT, LLC 1.72% of their portfolio MARLTON, NJ 228,339228.3k $10.2m $10.2m 1.72% Added +117.9k +117,879
53 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 225,511225.5k $10.1m $10.1m 0.03% Reduced -49.0k -49,001
54 Investors Research Corp 1.70% of their portfolio ATLANTA, GA 198,200198.2k $8.9m $8.9m 1.70% Added +8.4k +8,445
55 KESTRA PRIVATE WEALTH SERVICES, LLC 0.11% of their portfolio AUSTIN, TX 197,457197.5k $8.9m $8.9m 0.11% Reduced -17.7k -17,725
56 SAGESPRING WEALTH PARTNERS, LLC 0.16% of their portfolio FRANKLIN, TN 194,762194.8k $8.7m $8.7m 0.16% Reduced -87.5k -87,529
57 GREAT VALLEY ADVISOR GROUP, INC. 0.16% of their portfolio WILMINGTON, DE 191,354191.4k $8.6m $8.6m 0.16% Added +7.2k +7,213
58 THOROUGHBRED FINANCIAL SERVICES, LLC 0.51% of their portfolio BRENTWOOD, TN 189,784189.8k $8.5m $8.5m 0.51% Added +11.4k +11,369
59 MTM Investment Management, LLC 2.67% of their portfolio SPARTANBURG, SC 187,715187.7k $8.4m $8.4m 2.67% Added +11.1k +11,116
60 Modern Wealth Management, LLC 0.14% of their portfolio KANSAS CITY, MO 184,120184.1k $8.3m $8.3m 0.14% Reduced -86.7k -86,721
61 Magnus Financial Group LLC 0.67% of their portfolio NEW YORK, NY 183,508183.5k $8.2m $8.2m 0.67% Added +8.1k +8,127
62 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 182,903182.9k $8.2m $8.2m 0.01% Reduced -228.0k -228,038
63 Carter Financial Group, INC. 4.99% of their portfolio BARRINGTON, IL 179,981180.0k $8.1m $8.1m 4.99% Reduced -1.9k -1,937
64 Security National Bank 1.15% of their portfolio OMAHA, NE 176,193176.2k $7.9m $7.9m 1.15% Added +4.9k +4,873
65 Element Wealth, LLC 3.15% of their portfolio RIDGELAND, MS 169,612169.6k $7.6m $7.6m 3.15% Reduced -5.2k -5,241
66 Phoenix Wealth Advisors 2.98% of their portfolio CHAPEL HILL, NC 168,244168.2k $7.5m $7.5m 2.98% Reduced -13.5k -13,518
67 Regal Investment Advisors LLC 0.43% of their portfolio KENTWOOD, MI 165,067165.1k $7.4m $7.4m 0.43% Reduced -3.6k -3,556
68 Snowden Capital Advisors LLC 0.20% of their portfolio New York, NY 164,390164.4k $7.4m $7.4m 0.20% Added +15.7k +15,725
69 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 157,080157.1k $7.0m $7.0m 0.01% Added +17.8k +17,823
70 Ausdal Financial Partners, Inc. 0.31% of their portfolio Davenport, IA 154,614154.6k $6.9m $6.9m 0.31% Added +6.9k +6,936
71 EverSource Wealth Advisors, LLC 0.21% of their portfolio BIRMINGHAM, AL 153,620153.6k $6.9m $6.9m 0.21% Added +78.9k +78,856
72 BARNES PETTEY FINANCIAL ADVISORS, LLC 2.93% of their portfolio CLARKSDALE, MS 149,871149.9k $6.7m $6.7m 2.93% Added +15.6k +15,610
73 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.34% of their portfolio CEDAR RAPIDS, IA 149,051149.1k $6.7m $6.7m 0.34% Added +7.3k +7,329
74 RiverTree Advisors, LLC 4.19% of their portfolio WINTER PARK, FL 147,624147.6k $6.6m $6.6m 4.19% Reduced -499 -499
75 Trilogy Capital Inc. 0.29% of their portfolio IRVINE, CA 145,520145.5k $6.5m $6.5m 0.29% Added +2.5k +2,514
76 Leo Wealth, LLC 0.46% of their portfolio HURST, TX 141,847141.8k $6.4m $6.4m 0.46% Added +25.1k +25,103
77 Stillwater Wealth Management Group 3.86% of their portfolio JUNO BEACH, FL 139,138139.1k $6.2m $6.2m 3.86% Added +22.5k +22,478
78 ELEVATION POINT WEALTH PARTNERS, LLC 0.15% of their portfolio DENVER, CO 138,822138.8k $6.2m $6.2m 0.15% Added +154 +154
79 Vestmark Advisory Solutions, Inc. 0.07% of their portfolio Wakefield, MA 138,663138.7k $6.2m $6.2m 0.07% Added +257 +257
80 Moran Wealth Management, LLC 0.19% of their portfolio NAPLES, FL 137,622137.6k $6.2m $6.2m 0.19% Added +47.5k +47,499
81 HighPoint Advisor Group LLC 0.26% of their portfolio DOWNERS GROVE, IL 137,048137.0k $6.1m $6.1m 0.26% Added +10.8k +10,765
82 Prota Financial, LLC 4.42% of their portfolio HOUSTON, TX 136,073136.1k $6.1m $6.1m 4.42% Reduced -17.4k -17,449
83 SIERRA OCEAN, LLC 4.71% of their portfolio RIPON, CA 128,069128.1k $5.7m $5.7m 4.71% Added +2.8k +2,836
84 Wealthcare Advisory Partners LLC 0.11% of their portfolio WEST CHESTER, PA 126,695126.7k $5.7m $5.7m 0.11% Added +13.5k +13,481
85 Jaffetilchin Investment Partners, LLC 0.31% of their portfolio TAMPA, FL 116,838116.8k $5.2m $5.2m 0.31% Added +7.8k +7,799
86 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 116,100116.1k $5.2m $5.2m 0.00% New
87 Peak Planning Group, LLC 1.43% of their portfolio CENTENNIAL, CO 115,068115.1k $5.2m $5.2m 1.43% Added +83.8k +83,778
88 Farrow Financial, Inc. 2.91% of their portfolio SOUTH BURLINGTON, VT 114,277114.3k $5.1m $5.1m 2.91% Added +1.4k +1,350
89 Good Steward Wealth Advisors,LLC 3.29% of their portfolio CLARKSVILLE, TN 114,245114.2k $5.1m $5.1m 3.29% Added +1.6k +1,642
90 AlphaCore Capital LLC 0.12% of their portfolio LA JOLLA, CA 113,440113.4k $5.1m $5.1m 0.12% Reduced -16.4k -16,401
91 Stonebrook Private Inc. 1.08% of their portfolio NORTHVILLE, MI 112,564112.6k $5.0m $5.0m 1.08% Reduced -5.2k -5,159
92 VICTORY FINANCIAL GROUP, LLC 0.62% of their portfolio AUSTIN, TX 111,868111.9k $5.0m $5.0m 0.62% Added +9.9k +9,856
93 PERRYMAN FINANCIAL ADVISORY INC /AD 0.73% of their portfolio DALLAS, TX 108,609108.6k $4.9m $4.9m 0.73% Added +13.0k +13,012
94 Spire Wealth Management 0.16% of their portfolio MCLEAN, VA 107,138107.1k $4.8m $4.8m 0.16% Added +2.3k +2,341
95 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 106,110106.1k $4.8m $4.8m 0.05% Added +12.1k +12,052
96 Cassady Wealth & Retirement Planning, LLC 2.51% of their portfolio HENDERSON, NV 105,672105.7k $4.8m $4.8m 2.51% Added +24.3k +24,257
97 Baron Financial Group, LLC 2.55% of their portfolio Fair Lawn, NJ 105,559105.6k $4.7m $4.7m 2.55% Added +2.6k +2,560
98 Meridian Wealth Advisors, LLC 0.63% of their portfolio AUSTIN, TX 105,422105.4k $4.7m $4.7m 0.63% Added +14.9k +14,897
99 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 103,116103.1k $4.6m $4.6m 0.02% Added +16.1k +16,099
100 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 101,339101.3k $4.5m $4.5m 0.01% Added +5.9k +5,918