Vault-13

AMPLIFY ETF TR DIVO

CWP ENHANCED DIV · ETP · CUSIP 032108409

406 institutional holders +20 vs Q1 2026
86,765,90286.8m shares reported held*
$4.0bnreported value*
43 new 219 added 104 reduced 17 sold out net bought ≈ $364.9m (+8.0m 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 ≈ $45.73. Options: 5 managers hold calls ($162.2m notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 386Q2 26: 406406Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026406

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 263 bought or addedQ1 26: 107 cut or sold outQ2 26: 262 bought or addedQ2 26: 121 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024144103
Q4 202417282
Q1 2025183101
Q2 202518997
Q3 202521594
Q4 202525080
Q1 2026263107
Q2 2026262121

Calls vs puts

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

CallsPuts
$0$50m$100m$150m$200mQ3 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 0.00Q2 26 calls: $162.2mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$65.1m$280.8k0.00
Q4 2025$69.4m$267.0k0.00
Q1 2026$169.3m$430.6k0.00
Q2 2026$162.2m$00.00

Biggest buyers

Janney Montgomery Scott LLC New +2,196,661+2.2m
MORGAN STANLEY Added +868,421+868.4k
LPL Financial LLC Added +550,222+550.2k
WELLS FARGO & COMPANY/MN Added +494,899+494.9k
RAYMOND JAMES FINANCIAL INC Added +462,622+462.6k
Northwest Financial Advisors Added +438,959+439.0k
Cambridge Investment Research Advisors, Inc. Added +359,774+359.8k
TWO SIGMA INVESTMENTS, LP Added +350,700+350.7k
BANK OF AMERICA CORP /DE/ Added +309,374+309.4k
ENVESTNET ASSET MANAGEMENT INC Added +295,894+295.9k

Biggest sellers

Hibernia Wealth Partners, LLC Reduced -429,351-429.4k
WEST MICHIGAN ADVISORS, LLC Sold out -339,021-339.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -179,762-179.8k
HighTower Advisors, LLC Reduced -151,248-151.2k
Ascentis Independent Advisors Sold out -99,253-99.3k
Modern Wealth Management, LLC Reduced -94,759-94.8k
Sequoia Financial Advisors, LLC Reduced -82,384-82.4k
Steward Partners Investment Advisory, LLC Reduced -51,116-51.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -50,930-50.9k
GOLDMAN SACHS GROUP INC Sold out -45,340-45.3k

Biggest calls

GROUP ONE TRADING LLC Added $108.3m4.2m shares
IMC-Chicago, LLC Added $42.2m1.6m shares
CIBC Bancorp USA Inc. Added $11.0m425.0k shares
CITADEL ADVISORS LLC Added $443.3k9.7k shares
OSAIC HOLDINGS, INC. Unchanged $279.9k478 shares

Biggest puts

None

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.22% of their portfolio ST. PETERSBURG, FL 17,725,97117.7m $810.1m $810.1m 0.22% Added +462.6k +462,622
2 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 8,737,7588.7m $399.3m $399.3m 0.09% Added +550.2k +550,222
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 4,382,0224.4m $200.3m $200.3m 0.01% Added +868.4k +868,421
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,635,6163.6m $166.1m $166.1m 0.04% Added +295.9k +295,894
5 Retirement Planning Group, LLC 3.99% of their portfolio LEAWOOD, KS 3,438,0863.4m $157.1m $157.1m 3.99% Added +257.4k +257,382
6 Janney Montgomery Scott LLC 0.19% of their portfolio PHILADELPHIA, PA 2,196,6612.2m $100.4m $100.4m 0.19% New
7 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 2,001,6632.0m $91.5m $91.5m 0.09% Reduced -151.2k -151,248
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,894,0211.9m $86.6m $86.6m 0.01% Added +114.1k +114,120
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,848,9381.8m $84.5m $84.5m 0.01% Added +114.6k +114,633
10 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,793,2991.8m $82.0m $82.0m 0.01% Added +494.9k +494,899
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio PLYMOUTH, MN 1,761,1781.8m $81.4m $81.4m 0.14% Reduced -179.8k -179,762
12 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,432,8111.4m $65.5m $65.5m 0.08% Added +34.8k +34,782
13 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 1,344,5971.3m $61.5m $61.5m 0.07% Added +74.1k +74,095
14 CPC Advisors, LLC 7.83% of their portfolio Atlanta, GA 1,270,4111.3m $58.1m $58.1m 7.83% Added +44.9k +44,941
15 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 1,115,0381.1m $51.0m $51.0m 0.05% Added +58.0k +58,012
16 Reliant Wealth Planning 13.88% of their portfolio LOUISVILLE, KY 1,104,3341.1m $50.5m $50.5m 13.88% Added +46.0k +45,998
17 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 1,071,8821.1m $49.0m $49.0m 0.04% Added +168.4k +168,431
18 MBL Wealth, LLC 3.20% of their portfolio CHARLOTTE, NC 1,025,7611.0m $46.9m $46.9m 3.20% Added +44.0k +43,968
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 820,020820.0k $37.5m $37.5m 0.00% Added +309.4k +309,374
20 Stratos Investment Management, LLC 1.23% of their portfolio BEACHWOOD, OH 743,952744.0k $34.0m $34.0m 1.23% Added +22.7k +22,728
21 Private Advisor Group, LLC 0.15% of their portfolio MORRISTOWN, NJ 699,559699.6k $32.0m $32.0m 0.15% Added +39.5k +39,457
22 Sequoia Financial Advisors, LLC 0.14% of their portfolio Akron, OH 628,175628.2k $28.7m $28.7m 0.14% Reduced -82.4k -82,384
23 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 593,414593.4k $27.1m $27.1m 0.03% Added +359.8k +359,774
24 Steward Partners Investment Advisory, LLC 0.13% of their portfolio STAMFORD, CT 562,195562.2k $25.7m $25.7m 0.13% Reduced -51.1k -51,116
25 NBZ Investment Advisors LLC 9.44% of their portfolio KNOXVILLE, TN 528,957529.0k $24.2m $24.2m 9.44% Added +257 +257
26 Northwest Financial Advisors 2.94% of their portfolio HERNDON, VA 483,030483.0k $22.1m $22.1m 2.94% Added +439.0k +438,959
27 NewEdge Advisors, LLC 0.06% of their portfolio NEW ORLEANS, LA 468,004468.0k $21.4m $21.4m 0.06% Added +22.4k +22,378
28 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 466,800466.8k $21.3m $21.3m 0.02% Added +350.7k +350,700
29 ForthRight Wealth Management, LLC 5.45% of their portfolio ALPHARETTA, GA 466,125466.1k $21.3m $21.3m 5.45% Added +49.1k +49,112
30 Prostatis Group LLC 4.87% of their portfolio HANOVER, MD 457,179457.2k $20.9m $20.9m 4.87% Reduced -11.8k -11,814
31 Hibernia Wealth Partners, LLC 10.92% of their portfolio BATON ROUGE, LA 441,039441.0k $20.2m $20.2m 10.92% Reduced -429.4k -429,351
32 Summit Financial, LLC 0.22% of their portfolio PARSIPPANY, NJ 433,566433.6k $19.8m $19.8m 0.22% Added +25.9k +25,850
33 Merit Financial Group, LLC 0.12% of their portfolio ALPHARETTA, GA 432,089432.1k $19.7m $19.7m 0.12% Added +3.2k +3,179
34 THOROUGHBRED FINANCIAL SERVICES, LLC 0.93% of their portfolio BRENTWOOD, TN 424,446424.4k $19.4m $19.4m 0.93% Added +234.7k +234,662
35 Second Half Financial Partners, LLC 7.73% of their portfolio SEBRING, FL 412,651412.7k $18.9m $18.9m 7.73% Added +1 +1
36 Clear Trail Advisors, LLC 2.87% of their portfolio HOUSTON, TX 412,141412.1k $18.8m $18.8m 2.87% Added +13.0k +13,000
37 Marshall Financial Group, LLC 2.72% of their portfolio Hunt Valley, MD 408,662408.7k $18.7m $18.7m 2.72% Added +21.9k +21,898
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 363,006363.0k $16.6m $16.6m 0.00% Added +275 +275
39 MGO ONE SEVEN LLC 0.26% of their portfolio Beachwood, OH 339,833339.8k $15.5m $15.5m 0.26% Added +20.7k +20,668
40 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 339,127339.1k $15.5m $15.5m 0.09% Added +94.2k +94,151
41 BENJAMIN EDWARDS INC 0.14% of their portfolio Clayton, MO 333,442333.4k $15.2m $15.2m 0.14% Added +22.1k +22,081
42 Mesirow Financial Investment Management, Inc. 0.24% of their portfolio CHICAGO, IL 333,110333.1k $15.2m $15.2m 0.24% Added +37.0k +37,005
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 331,865331.9k $15.2m $15.2m 0.01% Reduced -50.9k -50,930
44 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 326,017326.0k $14.9m $14.9m 0.02% Added +27.2k +27,164
45 CARY STREET PARTNERS FINANCIAL LLC 0.31% of their portfolio RICHMOND, VA 307,581307.6k $14.1m $14.1m 0.31% Reduced -33.2k -33,152
46 Financial Designs Corp 7.48% of their portfolio CLAREMONT, CA 305,384305.4k $14.0m $14.0m 7.48% Added +4.5k +4,500
47 Altus Wealth Group LLC 4.97% of their portfolio COLORADO SPRINGS, CO 300,980301.0k $13.8m $13.8m 4.97% Added +7.5k +7,461
48 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 299,959300.0k $13.7m $13.7m 0.03% Added +74.4k +74,448
49 LAUREL OAK WEALTH MANAGEMENT, LLC 1.88% of their portfolio MARLTON, NJ 282,884282.9k $12.9m $12.9m 1.88% Added +54.5k +54,545
50 NCM Capital Management, LLC 3.89% of their portfolio RAMSEY, NJ 275,952276.0k $12.6m $12.6m 3.89% Reduced -111 -111
51 Foguth Wealth Management, LLC. 1.42% of their portfolio BRIGHTON, MI 270,616270.6k $12.5m $12.5m 1.42% Added +7.7k +7,729
52 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 270,361270.4k $12.4m $12.4m 0.00% Added +262.5k +262,495
53 Visionary Wealth Advisors 0.46% of their portfolio O'FALLON, IL 253,111253.1k $11.6m $11.6m 0.46% Added +6.2k +6,223
54 Souders Financial Advisors 1.16% of their portfolio CINCINNATI, OH 252,996253.0k $11.6m $11.6m 1.16% Added +13.5k +13,475
55 Tower Wealth Partners, Inc. 5.61% of their portfolio LEWISBURG, PA 248,573248.6k $11.4m $11.4m 5.61% Reduced -1.0k -1,022
56 Capital Investment Advisory Services, LLC 0.69% of their portfolio RALEIGH, NC 242,885242.9k $11.1m $11.1m 0.69% Reduced -5.9k -5,872
57 Jefferies Financial Group Inc. 0.10% of their portfolio NEW YORK, NY 226,093226.1k $10.3m $10.3m 0.10% Added +171.0k +170,973
58 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 219,540219.5k $10.0m $10.0m 0.02% Added +62.5k +62,460
59 Investors Research Corp 1.67% of their portfolio ATLANTA, GA 203,662203.7k $9.3m $9.3m 1.67% Added +5.5k +5,462
60 GREAT VALLEY ADVISOR GROUP, INC. 0.14% of their portfolio WILMINGTON, DE 197,888197.9k $9.0m $9.0m 0.14% Added +6.5k +6,534
61 KESTRA PRIVATE WEALTH SERVICES, LLC 0.10% of their portfolio AUSTIN, TX 195,920195.9k $9.0m $9.0m 0.10% Reduced -1.5k -1,537
62 SAGESPRING WEALTH PARTNERS, LLC 0.14% of their portfolio FRANKLIN, TN 194,258194.3k $8.9m $8.9m 0.14% Reduced -504 -504
63 MTM Investment Management, LLC 2.53% of their portfolio SPARTANBURG, SC 194,245194.2k $8.9m $8.9m 2.53% Added +6.5k +6,530
64 Security National Bank 1.04% of their portfolio OMAHA, NE 190,012190.0k $8.7m $8.7m 1.04% Added +13.8k +13,819
65 Magnus Financial Group LLC 0.60% of their portfolio NEW YORK, NY 186,746186.7k $8.5m $8.5m 0.60% Added +3.2k +3,238
66 Carter Financial Group, INC. 4.30% of their portfolio BARRINGTON, IL 181,372181.4k $8.3m $8.3m 4.30% Added +1.4k +1,391
67 Moran Wealth Management, LLC 0.21% of their portfolio NAPLES, FL 170,207170.2k $7.8m $7.8m 0.21% Added +32.6k +32,585
68 Snowden Capital Advisors LLC 0.18% of their portfolio New York, NY 167,536167.5k $7.7m $7.7m 0.18% Added +3.1k +3,146
69 Element Wealth, LLC 2.85% of their portfolio RIDGELAND, MS 165,541165.5k $7.6m $7.6m 2.85% Reduced -4.1k -4,071
70 Phoenix Wealth Advisors 2.52% of their portfolio CHAPEL HILL, NC 163,261163.3k $7.5m $7.5m 2.52% Reduced -5.0k -4,983
71 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 159,594159.6k $7.3m $7.3m 0.01% Reduced -23.3k -23,309
72 TBH Global Asset Management, LLC 1.28% of their portfolio Brentwood, TN 157,833157.8k $7.0m $7.0m 1.28% Added +62.4k +62,400
73 Ausdal Financial Partners, Inc. 0.28% of their portfolio Davenport, IA 154,874154.9k $7.1m $7.1m 0.28% Added +260 +260
74 RiverTree Advisors, LLC 4.17% of their portfolio WINTER PARK, FL 154,574154.6k $7.1m $7.1m 4.17% Added +7.0k +6,950
75 BARNES PETTEY FINANCIAL ADVISORS, LLC 2.20% of their portfolio CLARKSDALE, MS 153,830153.8k $7.0m $7.0m 2.20% Added +4.0k +3,959
76 Regal Investment Advisors LLC 0.36% of their portfolio KENTWOOD, MI 152,773152.8k $7.0m $7.0m 0.36% Reduced -12.3k -12,294
77 Peak Planning Group, LLC 1.57% of their portfolio CENTENNIAL, CO 152,710152.7k $7.0m $7.0m 1.57% Added +37.6k +37,642
78 ARQ WEALTH ADVISORS, LLC 0.88% of their portfolio SCOTTSDALE, AZ 152,201152.2k $7.1m $7.1m 0.88% New
79 Trilogy Capital Inc. 0.26% of their portfolio IRVINE, CA 148,675148.7k $6.8m $6.8m 0.26% Added +3.2k +3,155
80 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.32% of their portfolio CEDAR RAPIDS, IA 144,585144.6k $6.6m $6.6m 0.32% Reduced -4.5k -4,466
81 EverSource Wealth Advisors, LLC 0.22% of their portfolio BIRMINGHAM, AL 144,310144.3k $6.6m $6.6m 0.22% Reduced -9.3k -9,310
82 HighPoint Advisor Group LLC 0.23% of their portfolio DOWNERS GROVE, IL 140,208140.2k $6.4m $6.4m 0.23% Added +3.2k +3,160
83 Wealthcare Advisory Partners LLC 0.12% of their portfolio WEST CHESTER, PA 135,377135.4k $6.2m $6.2m 0.12% Added +8.7k +8,682
84 ELEVATION POINT WEALTH PARTNERS, LLC 0.11% of their portfolio DENVER, CO 135,367135.4k $6.2m $6.2m 0.11% Reduced -3.5k -3,455
85 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 134,351134.4k $6.1m $6.1m 0.06% Reduced -4.3k -4,312
86 Prota Financial, LLC 4.03% of their portfolio HOUSTON, TX 133,769133.8k $6.1m $6.1m 4.03% Reduced -2.3k -2,304
87 SIERRA OCEAN, LLC 4.19% of their portfolio RIPON, CA 132,366132.4k $6.0m $6.0m 4.19% Added +4.3k +4,297
88 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 130,236130.2k $6.1m $6.1m 0.03% Added +27.1k +27,120
89 Allred Capital Management, LLC 1.86% of their portfolio Dallas, TX 123,683123.7k $5.7m $5.7m 1.86% Added +22.6k +22,621
90 Meridian Wealth Advisors, LLC 0.64% of their portfolio AUSTIN, TX 122,878122.9k $5.6m $5.6m 0.64% Added +17.5k +17,456
91 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 121,874121.9k $5.6m $5.6m 0.00% Added +30.9k +30,923
92 Farrow Financial, Inc. 2.87% of their portfolio SOUTH BURLINGTON, VT 117,539117.5k $5.4m $5.4m 2.87% Added +3.3k +3,262
93 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 115,997116.0k $5.3m $5.3m 0.04% New
94 Cassady Wealth & Retirement Planning, LLC 2.46% of their portfolio HENDERSON, NV 115,977116.0k $5.3m $5.3m 2.46% Added +10.3k +10,305
95 VICTORY FINANCIAL GROUP, LLC 0.55% of their portfolio AUSTIN, TX 114,299114.3k $5.2m $5.2m 0.55% Added +2.4k +2,431
96 Good Steward Wealth Advisors,LLC 3.15% of their portfolio CLARKSVILLE, TN 114,208114.2k $5.2m $5.2m 3.15% Reduced -37 -37
97 Stonebrook Private Inc. 0.94% of their portfolio NORTHVILLE, MI 112,329112.3k $5.1m $5.1m 0.94% Reduced -235 -235
98 PERRYMAN FINANCIAL ADVISORY INC /AD 0.68% of their portfolio DALLAS, TX 111,850111.8k $5.1m $5.1m 0.68% Added +3.2k +3,241
99 McAdam, LLC 0.20% of their portfolio Philadelphia, PA 110,653110.7k $5.1m $5.1m 0.20% Added +11.5k +11,466
100 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 109,607109.6k $5.0m $5.0m 0.05% Added +3.5k +3,497