Vault-13

AMPLIFY ETF TR IDVO

CWP INTL ENHANCE · ETP · CUSIP 032108722

49 institutional holders -3 vs Q2 2025
5,526,4675.5m shares reported held*
$205.9mreported value*
6 new 34 added 5 reduced 8 sold out net bought ≈ $33.0m (-827.8k 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 ≈ $37.26.

Trends to Q3 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: 52Q3 25: 4949Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202549

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 23: 14 bought or addedQ4 23: 6 cut or sold outQ1 24: 22 bought or addedQ1 24: 4 cut or sold outQ1 24Q2 24: 26 bought or addedQ2 24: 4 cut or sold outQ3 24: 24 bought or addedQ3 24: 7 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 6 cut or sold outQ1 25: 26 bought or addedQ1 25: 10 cut or sold outQ1 25Q2 25: 37 bought or addedQ2 25: 9 cut or sold outQ3 25: 40 bought or addedQ3 25: 13 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023146
Q1 2024224
Q2 2024264
Q3 2024247
Q4 2024236
Q1 20252610
Q2 2025379
Q3 20254013

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +270,768+270.8k
LPL Financial LLC Added +127,388+127.4k
OSAIC HOLDINGS, INC. Added +105,210+105.2k
Sterling Financial Group, Inc. Added +88,521+88.5k
JANE STREET GROUP, LLC Added +61,984+62.0k
UBS Group AG Added +52,051+52.1k
Janney Montgomery Scott LLC Added +38,355+38.4k
TRUIST FINANCIAL CORP Added +34,409+34.4k
ENVESTNET ASSET MANAGEMENT INC Added +34,047+34.0k
Principle Wealth Partners LLC Added +25,023+25.0k

Biggest sellers

Proficio Capital Partners LLC Sold out -1,767,934-1.8m
OLD MISSION CAPITAL LLC Sold out -31,068-31.1k
CITADEL ADVISORS LLC Sold out -17,960-18.0k
GUARDIAN WEALTH ADVISORS, LLC / NC Sold out -3,765-3.8k
Ameritas Advisory Services, LLC Reduced -1,894-1.9k
Capital Investment Advisory Services, LLC Reduced -1,269-1.3k
JPMORGAN CHASE & CO Sold out -729-729
Park Square Financial Group, LLC Sold out -450-450
Pasadena Private Wealth, LLC Reduced -410-410
Tidemark, LLC Reduced -335-335

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,095,4301.1m $40.8m $40.8m 0.01% Added +270.8k +270,768
2 GREAT VALLEY ADVISOR GROUP, INC. 0.54% of their portfolio WILMINGTON, DE 721,103721.1k $26.9m $26.9m 0.54% Added +13.1k +13,053
3 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 691,125691.1k $25.8m $25.8m 0.06% Added +38.4k +38,355
4 Sterling Financial Group, Inc. 6.25% of their portfolio PASADENA, CA 528,577528.6k $19.7m $19.7m 6.25% Added +88.5k +88,521
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 351,979352.0k $13.1m $13.1m 0.00% Added +127.4k +127,388
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 301,039301.0k $11.2m $11.2m 0.00% Added +52.1k +52,051
7 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 251,021251.0k $9.4m $9.4m 0.01% Added +4.4k +4,359
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 242,109242.1k $8.9m $8.9m 0.01% Added +105.2k +105,210
9 Elmwood Wealth Management, Inc. 2.22% of their portfolio BERKELEY, CA 167,671167.7k $6.3m $6.3m 2.22% Added +4.8k +4,823
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 115,780115.8k $4.3m $4.3m 0.00% Added +34.0k +34,047
11 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 114,484114.5k $4.3m $4.3m 0.01% Added +34.4k +34,409
12 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.92% of their portfolio SALINE, MI 91,49091.5k $3.4m $3.4m 1.92% Added +2.0k +1,957
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 90,33690.3k $3.4m $3.4m 0.00% Added +62.0k +61,984
14 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 76,80776.8k $2.9m $2.9m 0.02% Added +17.7k +17,727
15 Visionary Wealth Advisors 0.11% of their portfolio O'FALLON, IL 65,43665.4k $2.4m $2.4m 0.11% Added +2.7k +2,718
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 64,27264.3k $2.4m $2.4m 0.00% Added +15.4k +15,366
17 EverSource Wealth Advisors, LLC 0.08% of their portfolio BIRMINGHAM, AL 54,89354.9k $2.0m $2.0m 0.08% Added +1.3k +1,291
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 52,95753.0k $2.0m $2.0m 0.00% Added +12.6k +12,575
19 Capital Investment Advisory Services, LLC 0.14% of their portfolio RALEIGH, NC 46,08846.1k $1.7m $1.7m 0.14% Reduced -1.3k -1,269
20 Principle Wealth Partners LLC 0.09% of their portfolio MADISON, CT 43,85643.9k $1.6m $1.6m 0.09% Added +25.0k +25,023
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,85239.9k $1.5m $1.5m 0.00% Added +12.0k +12,013
22 CAP Partners, LLC 0.80% of their portfolio FRANKLIN, TN 37,62737.6k $1.4m $1.4m 0.80% Added +1.3k +1,303
23 Northwest Financial Advisors 1.52% of their portfolio HERNDON, VA 31,83431.8k $1.2m $1.2m 1.52% Added +29 +29
24 Reyes Financial Architecture, Inc. 0.76% of their portfolio SAN DIEGO, CA 29,83829.8k $1.1m $1.1m 0.76% Added +4.4k +4,434
25 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 27,24727.2k $1.0m $1.0m 0.00% Added +2.7k +2,712
26 Pasadena Private Wealth, LLC 0.13% of their portfolio PASADENA, CA 24,56324.6k $916.0k $916.0k 0.13% Reduced -410 -410
27 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 22,23122.2k $829.0k $829.0k 0.01% Added +5.3k +5,310
28 Goldstone Financial Group, LLC 0.10% of their portfolio OAKBROOK TERRACE, IL 22,21122.2k $828.3k $828.3k 0.10% Added +229 +229
29 WEST MICHIGAN ADVISORS, LLC 0.18% of their portfolio HOLLAND, MI 20,57820.6k $767.4k $767.4k 0.18% Added +1.3k +1,299
30 Hilltop Holdings Inc. 0.04% of their portfolio DALLAS, TX 17,99718.0k $671.1k $671.1k 0.04% New
31 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 13,40813.4k $500.0k $500.0k 0.01% Added +2.3k +2,349
32 SeaCrest Wealth Management, LLC 0.04% of their portfolio PURCHASE, NY 11,14011.1k $418.5k $418.5k 0.04% New
33 Financial Insights, Inc. 0.13% of their portfolio TACOMA, WA 10,70010.7k $399.0k $399.0k 0.13% New
34 Embree Financial Group 0.05% of their portfolio Chicago, IL 9,4589.5k $352.7k $352.7k 0.05% Added +961 +961
35 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 8,9298.9k $331.6k $331.6k 0.01% Added +881 +881
36 Tidemark, LLC 0.08% of their portfolio SAN DIEGO, CA 7,6157.6k $283.9k $283.9k 0.08% Reduced -335 -335
37 SPC Financial, Inc. 0.02% of their portfolio ROCKVILLE, MD 5,6505.7k $210.7k $210.7k 0.02% New
38 CPC Advisors, LLC 0.02% of their portfolio Atlanta, GA 5,5275.5k $206.1k $206.1k 0.02% New
39 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,7653.8k $140.4k $140.4k 0.00% Unchanged
40 Pinnacle Bancorp, Inc. 0.04% of their portfolio BEATRICE, NE 3,4283.4k $127.8k $127.8k 0.04% New
41 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,1253.1k $116.5k $116.5k 0.01% Unchanged
42 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,4081.4k $52.5k $52.5k 0.00% Added +528 +528
43 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 800800 $29.8k $29.8k 0.00% Unchanged
44 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 527527 $19.7k $19.7k 0.00% Unchanged
45 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 271271 $10.0k $10.0k 0.00% Added +109 +109
46 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 231231 $8.6k $8.6k 0.00% Reduced -1.9k -1,894
47 Roble, Belko & Company, Inc 0.00% of their portfolio SEWICKLEY, PA 4949 $2.0k $2.0k 0.00% Added +14 +14
48 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 33 $144 $144 0.00% Reduced -28 -28
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22 $60 $60 0.00% Added +1 +1