Vault-13

AMPLIFY ETF TR ETHO

AMPLIFY ETHO CLI · ETP · CUSIP 032108557

64 institutional holders -1 vs Q1 2026
604,894604.9k shares reported held*
$48.8mreported value*
9 new 15 added 20 reduced 9 sold out net bought ≈ $171.5k (+2.1k 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 ≈ $80.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q1 24: 53Q2 24: 58Q3 24: 61Q4 24: 66Q1 25: 64Q2 25: 66Q3 25: 64Q4 25: 64Q1 26: 65Q2 26: 6464Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202453
Q2 202458
Q3 202461
Q4 202466
Q1 202564
Q2 202566
Q3 202564
Q4 202564
Q1 202665
Q2 202664

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 23 bought or addedQ3 24: 19 cut or sold outQ4 24: 26 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 21 bought or addedQ1 25: 35 cut or sold outQ2 25: 24 bought or addedQ2 25: 23 cut or sold outQ2 25Q3 25: 16 bought or addedQ3 25: 34 cut or sold outQ4 25: 25 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 25 bought or addedQ1 26: 26 cut or sold outQ2 26: 24 bought or addedQ2 26: 29 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242319
Q4 20242623
Q1 20252135
Q2 20252423
Q3 20251634
Q4 20252527
Q1 20262526
Q2 20262429

Biggest buyers

PFG Investments, LLC Added +16,680+16.7k
OSAIC HOLDINGS, INC. Added +12,302+12.3k
Envestnet Portfolio Solutions, Inc. Added +11,667+11.7k
Cambridge Investment Research Advisors, Inc. New +5,556+5.6k
Atria Investments, Inc New +4,689+4.7k
BAILARD, INC. Added +3,456+3.5k
LPL Financial LLC Added +3,386+3.4k
WCG Wealth Advisors LLC Added +3,311+3.3k
R. W. Roge & Company, Inc. New +2,933+2.9k
Lewis Asset Management, LLC New +2,840+2.8k

Biggest sellers

CITADEL ADVISORS LLC Sold out -45,444-45.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -7,254-7.3k
Wealth Alliance Advisory Group, LLC Sold out -7,200-7.2k
Modern Wealth Management, LLC Reduced -5,480-5.5k
Ascentis Independent Advisors Sold out -3,561-3.6k
EVERGREEN CAPITAL MANAGEMENT LLC Reduced -2,775-2.8k
First Pacific Financial Reduced -1,395-1.4k
NATURAL INVESTMENTS, LLC Reduced -1,287-1.3k
Creative Planning Reduced -1,247-1.2k
MAI Capital Management Sold out -1,010-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BAILARD, INC. 0.12% of their portfolio Foster City, CA 70,10870.1k $5.7m $5.7m 0.12% Added +3.5k +3,456
2 WCG Wealth Advisors LLC 0.12% of their portfolio LAS VEGAS, NV 64,93464.9k $5.2m $5.2m 0.12% Added +3.3k +3,311
3 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 62,07262.1k $5.0m $5.0m 0.02% Added +11.7k +11,667
4 NATURAL INVESTMENTS, LLC 0.78% of their portfolio WINDSOR, CA 43,99544.0k $3.5m $3.5m 0.78% Reduced -1.3k -1,287
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,05343.1k $3.5m $3.5m 0.00% Added +3.4k +3,386
6 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 38,45738.5k $3.1m $3.1m 0.04% Reduced -5.5k -5,480
7 PFG Investments, LLC 0.09% of their portfolio WOODBURY, NY 28,98929.0k $2.3m $2.3m 0.09% Added +16.7k +16,680
8 Stonehearth Capital Management, LLC 0.61% of their portfolio DANVERS, MA 22,05222.1k $1.8m $1.8m 0.61% Reduced -85 -85
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,47620.5k $1.7m $1.7m 0.00% Added +12.3k +12,302
10 Walkner Condon Financial Advisors LLC 0.13% of their portfolio MADISON, WI 13,66413.7k $1.1m $1.1m 0.13% Reduced -452 -452
11 Arnhold LLC 0.07% of their portfolio New York, NY 11,61011.6k $935.9k $935.9k 0.07% Unchanged
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,48110.5k $844.9k $844.9k 0.00% Reduced -337 -337
13 Impact Investors, Inc 0.59% of their portfolio SAN FRANCISCO, CA 9,99710.0k $805.9k $805.9k 0.59% Reduced -435 -435
14 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 9,0649.1k $730.7k $730.7k 0.01% Reduced -2.8k -2,775
15 Marks Group Wealth Management, Inc 0.06% of their portfolio MINNETONKA, MN 8,0908.1k $652.1k $652.1k 0.06% Unchanged
16 SGL Investment Advisors, Inc. 0.22% of their portfolio MISSOULA, MT 7,7107.7k $635.3k $635.3k 0.22% Reduced -202 -202
17 First Pacific Financial 0.07% of their portfolio VANCOUVER, WA 7,0847.1k $571.0k $571.0k 0.07% Reduced -1.4k -1,395
18 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 7,0357.0k $567.1k $567.1k 0.00% Unchanged
19 FSM Wealth Advisors, LLC 0.06% of their portfolio CLEVELAND, OH 6,9687.0k $561.7k $561.7k 0.06% Reduced -472 -472
20 Ethic Inc. 0.01% of their portfolio NEW YORK, NY 6,7716.8k $545.8k $545.8k 0.01% Reduced -132 -132
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,0796.1k $490.0k $490.0k 0.00% Added +1.4k +1,395
22 Sonoma Private Wealth LLC 0.52% of their portfolio San Francisco, CA 6,0456.0k $487.3k $487.3k 0.52% Unchanged
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,8535.9k $471.8k $471.8k 0.00% Reduced -329 -329
24 Allegheny Financial Group 0.05% of their portfolio Pittsburgh, PA 5,7755.8k $465.6k $465.6k 0.05% Reduced -111 -111
25 Enclave Advisors LLC 0.06% of their portfolio AUSTIN, TX 5,7035.7k $459.7k $459.7k 0.06% Added +1.0k +1,025
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,5565.6k $448.0k $448.0k 0.00% New
27 Creekside Partners 0.16% of their portfolio PETALUMA, CA 5,5565.6k $447.9k $447.9k 0.16% Reduced -89 -89
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,1995.2k $419.1k $419.1k 0.00% Reduced -258 -258
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,0865.1k $410.0k $410.0k 0.00% Reduced -138 -138
30 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,6894.7k $378.0k $378.0k 0.00% New
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,1884.2k $338.0k $338.0k 0.00% Added +3 +3
32 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 4,1704.2k $332.9k $332.9k 0.00% Added +428 +428
33 Financial Insights, Inc. 0.07% of their portfolio TACOMA, WA 3,4063.4k $274.6k $274.6k 0.07% Reduced -60 -60
34 Ausdal Financial Partners, Inc. 0.01% of their portfolio Davenport, IA 3,3553.4k $270.5k $270.5k 0.01% Unchanged
35 Westfuller Advisors, LLC 0.10% of their portfolio New York, NY 3,2643.3k $263.1k $263.1k 0.10% Added +1.2k +1,237
36 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 3,2293.2k $260.3k $260.3k 0.00% Added +35 +35
37 R. W. Roge & Company, Inc. 0.10% of their portfolio BOHEMIA, NY 2,9332.9k $236.0k $236.0k 0.10% New
38 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 2,9302.9k $236.2k $236.2k 0.00% Reduced -1.2k -1,247
39 Lewis Asset Management, LLC 0.08% of their portfolio LAFAYETTE, CA 2,8402.8k $228.9k $228.9k 0.08% New
40 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 2,7972.8k $225.4k $225.4k 0.01% New
41 GGM Financial LLC 0.08% of their portfolio COLUMBUS, OH 2,7192.7k $219.2k $219.2k 0.08% Added +2.1k +2,093
42 Mason & Associates Inc 0.03% of their portfolio LOS ANGELES, CA 2,6002.6k $209.6k $209.6k 0.03% New
43 Live Oak Investment Partners 0.11% of their portfolio AUSTIN, TX 2,5672.6k $206.9k $206.9k 0.11% New
44 Meramec Financial Planners, LLC 0.07% of their portfolio SAINT LOUIS, MO 2,3342.3k $183.7k $183.7k 0.07% Unchanged
45 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 1,6251.6k $131.0k $131.0k 0.00% Unchanged
46 TFC Financial Management, Inc. 0.01% of their portfolio BOSTON, MA 1,6011.6k $129.0k $129.0k 0.01% Unchanged
47 Evelyn Partners Group Ltd 0.00% of their portfolio LONDON, X0 1,4031.4k $138.5k $138.5k 0.00% First filing
48 FMR LLC 0.00% of their portfolio BOSTON, MA 1,3641.4k $110.0k $110.0k 0.00% Reduced -46 -46
49 4Thought Financial Group Inc. 0.05% of their portfolio SYOSSET, NY 1,2121.2k $97.7k $97.7k 0.05% Reduced -48 -48
50 Buck Wealth Strategies, LLC 0.01% of their portfolio DENVER, CO 1,0631.1k $85.7k $85.7k 0.01% New
51 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,0441.0k $84.2k $84.2k 0.00% Unchanged
52 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 945945 $76.2k $76.2k 0.00% Unchanged
53 Robinswood Financial LLC 0.02% of their portfolio KIRKLAND, WA 911911 $73.4k $73.4k 0.02% Added +134 +134
54 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 500500 $40.3k $40.3k 0.01% Unchanged
55 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 450450 $36.3k $36.3k 0.00% Unchanged
56 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 400400 $32.3k $32.3k 0.00% Unchanged
57 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 386386 $30.8k $30.8k 0.00% Unchanged
58 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 201201 $16.0k $16.0k 0.00% Unchanged
59 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 132132 $10.6k $10.6k 0.00% Added +66 +66
60 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 100100 $8.1k $8.1k 0.00% New
61 Newton One Investments LLC 0.00% of their portfolio NEWARK, DE 5555 $4.5k $4.5k 0.00% Unchanged
62 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1010 $806 $806 0.00% Unchanged
63 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 99 $725 $725 0.00% Unchanged
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $24 $24 0.00% Unchanged