Vault-13

AMPLIFY ETF TR IDVO

CWP INTL ENHANCE · ETP · CUSIP 032108722

52 institutional holders +17 vs Q1 2025
6,354,3126.4m shares reported held*
$159.4mreported value*
17 new 20 added 9 reduced 0 sold out net bought ≈ $25.5m (+2.5m 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. Holder counts are more reliable. Implied quarter-end price ≈ $25.09.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 4Q4 22: 5Q1 23: 9Q2 23: 13Q3 23: 14Q4 23: 24Q1 24: 27Q2 24: 32Q3 24: 34Q4 24: 35Q1 25: 35Q2 25: 5252Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20224
Q4 20225
Q1 20239
Q2 202313
Q3 202314
Q4 202324
Q1 202427
Q2 202432
Q3 202434
Q4 202435
Q1 202535
Q2 202552

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 11 bought or addedQ3 23: 5 cut or sold outQ4 23: 14 bought or addedQ4 23: 6 cut or sold outQ4 23Q1 24: 22 bought or addedQ1 24: 4 cut or sold outQ2 24: 26 bought or addedQ2 24: 4 cut or sold outQ2 24Q3 24: 24 bought or addedQ3 24: 7 cut or sold outQ4 24: 23 bought or addedQ4 24: 6 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 10 cut or sold outQ2 25: 37 bought or addedQ2 25: 9 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023115
Q4 2023146
Q1 2024224
Q2 2024264
Q3 2024247
Q4 2024236
Q1 20252610
Q2 2025379

Biggest buyers

Proficio Capital Partners LLC New +1,767,934+1.8m
RAYMOND JAMES FINANCIAL INC Added +127,073+127.1k
ENVESTNET ASSET MANAGEMENT INC New +81,733+81.7k
TRUIST FINANCIAL CORP New +80,075+80.1k
LPL Financial LLC Added +53,021+53.0k
UBS Group AG Added +51,646+51.6k
ROYAL BANK OF CANADA Added +40,867+40.9k
Janney Montgomery Scott LLC Added +37,231+37.2k
GREAT VALLEY ADVISOR GROUP, INC. Added +33,875+33.9k
Steward Partners Investment Advisory, LLC Added +28,510+28.5k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -16,952-17.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -13,426-13.4k
OSAIC HOLDINGS, INC. Reduced -5,004-5.0k
CAP Partners, LLC Reduced -1,998-2.0k
AE Wealth Management LLC Reduced -700-700
STIFEL FINANCIAL CORP Reduced -492-492
Capital Investment Advisory Services, LLC Reduced -404-404
Goldstone Financial Group, LLC Reduced -377-377
JPMORGAN CHASE & CO Reduced -287-287

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Proficio Capital Partners LLC 0.12% of their portfolio NEWTON, MA 1,767,9341.8m $1.9m $1.9m 0.12% New
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 824,662824.7k $28.3m $28.3m 0.01% Added +127.1k +127,073
3 GREAT VALLEY ADVISOR GROUP, INC. 0.54% of their portfolio WILMINGTON, DE 708,050708.0k $24.3m $24.3m 0.54% Added +33.9k +33,875
4 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 652,770652.8k $22.4m $22.4m 0.06% Added +37.2k +37,231
5 Sterling Financial Group, Inc. 5.08% of their portfolio PASADENA, CA 440,056440.1k $15.1m $15.1m 5.08% Added +4.0k +4,010
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 248,988249.0k $8.6m $8.6m 0.00% Added +51.6k +51,646
7 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 246,662246.7k $8.5m $8.5m 0.01% Reduced -492 -492
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 224,591224.6k $7.7m $7.7m 0.00% Added +53.0k +53,021
9 Elmwood Wealth Management, Inc. 2.22% of their portfolio BERKELEY, CA 162,848162.8k $5.6m $5.6m 2.22% Added +3.0k +2,973
10 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 136,899136.9k $4.7m $4.7m 0.01% Reduced -5.0k -5,004
11 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.79% of their portfolio SALINE, MI 89,53389.5k $3.1m $3.1m 1.79% Added +3.9k +3,862
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 81,73381.7k $2.8m $2.8m 0.00% New
13 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 80,07580.1k $2.8m $2.8m 0.00% New
14 Visionary Wealth Advisors 0.11% of their portfolio O'FALLON, IL 62,71862.7k $2.2m $2.2m 0.11% Added +8.6k +8,579
15 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 59,08059.1k $2.0m $2.0m 0.02% Added +28.5k +28,510
16 EverSource Wealth Advisors, LLC 0.08% of their portfolio BIRMINGHAM, AL 53,60253.6k $1.8m $1.8m 0.08% Added +11.6k +11,597
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 48,90648.9k $1.7m $1.7m 0.00% Added +40.9k +40,867
18 Capital Investment Advisory Services, LLC 0.13% of their portfolio RALEIGH, NC 47,35747.4k $1.6m $1.6m 0.13% Reduced -404 -404
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 40,38240.4k $1.4m $1.4m 0.00% Added +1.5k +1,500
20 CAP Partners, LLC 0.79% of their portfolio FRANKLIN, TN 36,32436.3k $1.2m $1.2m 0.79% Reduced -2.0k -1,998
21 Northwest Financial Advisors 1.52% of their portfolio HERNDON, VA 31,80531.8k $1.1m $1.1m 1.52% Added +2.9k +2,945
22 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 31,06831.1k $1.1m $1.1m 0.03% Reduced -17.0k -16,952
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,35228.4k $974.2k $974.2k 0.00% Added +8.3k +8,325
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,83927.8k $957.0k $957.0k 0.00% Reduced -13.4k -13,426
25 Reyes Financial Architecture, Inc. 0.75% of their portfolio SAN DIEGO, CA 25,40425.4k $872.9k $872.9k 0.75% New
26 Pasadena Private Wealth, LLC 0.15% of their portfolio PASADENA, CA 24,97325.0k $858.1k $858.1k 0.15% New
27 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 24,53524.5k $843.0k $843.0k 0.00% Added +11.9k +11,923
28 Goldstone Financial Group, LLC 0.10% of their portfolio OAKBROOK TERRACE, IL 21,98222.0k $756.8k $756.8k 0.10% Reduced -377 -377
29 WEST MICHIGAN ADVISORS, LLC 0.19% of their portfolio HOLLAND, MI 19,27919.3k $662.4k $662.4k 0.19% Added +1.3k +1,344
30 Principle Wealth Partners LLC 0.04% of their portfolio MADISON, CT 18,83318.8k $647.1k $647.1k 0.04% New
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,96018.0k $617.1k $617.1k 0.00% New
32 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 16,92116.9k $581.4k $581.4k 0.01% New
33 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 11,05911.1k $380.0k $380.0k 0.01% New
34 Embree Financial Group 0.04% of their portfolio Chicago, IL 8,4978.5k $292.0k $292.0k 0.04% New
35 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 8,0488.0k $276.5k $276.5k 0.01% New
36 Tidemark, LLC 0.09% of their portfolio SAN DIEGO, CA 7,9508.0k $273.2k $273.2k 0.09% Added +2.1k +2,120
37 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,7653.8k $129.4k $129.4k 0.00% Unchanged
38 GUARDIAN WEALTH ADVISORS, LLC / NC 0.01% of their portfolio RALEIGH, NC 3,7653.8k $129.4k $129.4k 0.01% Unchanged
39 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,1253.1k $107.4k $107.4k 0.01% Unchanged
40 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,1252.1k $73.0k $73.0k 0.00% New
41 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 880880 $30.1k $30.1k 0.00% New
42 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 800800 $27.5k $27.5k 0.00% Unchanged
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 729729 $25.1k $25.1k 0.00% Reduced -287 -287
44 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 527527 $18.1k $18.1k 0.00% New
45 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 450450 $15.5k $15.5k 0.01% Unchanged
46 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 241241 $8.3k $8.3k 0.00% Reduced -700 -700
47 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 162162 $5.0k $5.0k 0.00% New
48 Roble, Belko & Company, Inc 0.00% of their portfolio SEWICKLEY, PA 3535 $1.0k $1.0k 0.00% Added +1 +1
49 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3131 $1.1k $1.1k 0.00% Added +29 +29
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $39 $39 0.00% New
51 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 11 $34 $34 0.00% New
52 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged