Vault-13

AMPLIFY ETF TR IDVO

CWP INTL ENHANCE · ETP · CUSIP 032108722

66 institutional holders +17 vs Q3 2025
6,478,9026.5m shares reported held*
$248.6mreported value*
15 new 30 added 9 reduced 3 sold out net bought ≈ $54.8m (+1.4m 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 ≈ $38.37.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 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: 49Q4 25: 6666Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 202566

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 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 25Q3 25: 40 bought or addedQ3 25: 13 cut or sold outQ4 25: 45 bought or addedQ4 25: 12 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024224
Q2 2024264
Q3 2024247
Q4 2024236
Q1 20252610
Q2 2025379
Q3 20254013
Q4 20254512

Biggest buyers

Sequoia Financial Advisors, LLC New +519,177+519.2k
RAYMOND JAMES FINANCIAL INC Added +261,329+261.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO New +110,547+110.5k
LPL Financial LLC Added +105,127+105.1k
OSAIC HOLDINGS, INC. Added +101,218+101.2k
Janney Montgomery Scott LLC Added +81,057+81.1k
Principle Wealth Partners LLC Added +79,293+79.3k
Steward Partners Investment Advisory, LLC Added +35,317+35.3k
Financial Insights, Inc. Added +29,125+29.1k
Proficio Capital Partners LLC New +28,160+28.2k

Biggest sellers

JANE STREET GROUP, LLC Reduced -43,493-43.5k
Hilltop Holdings Inc. Sold out -17,997-18.0k
EverSource Wealth Advisors, LLC Reduced -13,684-13.7k
UBS Group AG Reduced -11,384-11.4k
Capital Investment Advisory Services, LLC Reduced -2,625-2.6k
Aptus Capital Advisors, LLC Reduced -1,690-1.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,488-1.5k
Tidemark, LLC Reduced -829-829
Goldstone Financial Group, LLC Reduced -496-496
SIMPLEX TRADING, LLC Sold out -271-271

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,356,7591.4m $52.0m $52.0m 0.02% Added +261.3k +261,329
2 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 772,182772.2k $29.6m $29.6m 0.07% Added +81.1k +81,057
3 GREAT VALLEY ADVISOR GROUP, INC. 0.53% of their portfolio WILMINGTON, DE 724,398724.4k $27.8m $27.8m 0.53% Added +3.3k +3,295
4 Sequoia Financial Advisors, LLC 0.11% of their portfolio Akron, OH 519,177519.2k $19.9m $19.9m 0.11% New
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 457,106457.1k $17.5m $17.5m 0.00% Added +105.1k +105,127
6 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 343,327343.3k $13.2m $13.2m 0.02% Added +101.2k +101,218
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 289,655289.7k $11.1m $11.1m 0.00% Reduced -11.4k -11,384
8 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 274,344274.3k $10.5m $10.5m 0.01% Added +23.3k +23,323
9 Elmwood Wealth Management, Inc. 2.05% of their portfolio BERKELEY, CA 169,383169.4k $6.5m $6.5m 2.05% Added +1.7k +1,712
10 Principle Wealth Partners LLC 0.27% of their portfolio MADISON, CT 123,149123.1k $4.7m $4.7m 0.27% Added +79.3k +79,293
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 120,901120.9k $4.6m $4.6m 0.00% Added +5.1k +5,121
12 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 118,451118.5k $4.5m $4.5m 0.01% Added +4.0k +3,967
13 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 112,124112.1k $4.3m $4.3m 0.02% Added +35.3k +35,317
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 110,547110.5k $4.2m $4.2m 0.00% New
15 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.93% of their portfolio SALINE, MI 92,80492.8k $3.6m $3.6m 1.93% Added +1.3k +1,314
16 Visionary Wealth Advisors 0.13% of their portfolio O'FALLON, IL 73,03773.0k $2.8m $2.8m 0.13% Added +7.6k +7,601
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 68,41468.4k $2.6m $2.6m 0.00% Added +4.1k +4,142
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 63,63763.6k $2.4m $2.4m 0.00% Added +23.8k +23,785
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 51,46951.5k $2.1m $2.1m 0.00% Reduced -1.5k -1,488
20 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 46,84346.8k $1.8m $1.8m 0.00% Reduced -43.5k -43,493
21 CAP Partners, LLC 0.97% of their portfolio FRANKLIN, TN 44,56044.6k $1.7m $1.7m 0.97% Added +6.9k +6,933
22 Capital Investment Advisory Services, LLC 0.12% of their portfolio RALEIGH, NC 43,46343.5k $1.7m $1.7m 0.12% Reduced -2.6k -2,625
23 EverSource Wealth Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 41,20941.2k $1.6m $1.6m 0.06% Reduced -13.7k -13,684
24 Financial Insights, Inc. 0.51% of their portfolio TACOMA, WA 39,82539.8k $1.5m $1.5m 0.51% Added +29.1k +29,125
25 Reyes Financial Architecture, Inc. 0.83% of their portfolio SAN DIEGO, CA 35,60635.6k $1.4m $1.4m 0.83% Added +5.8k +5,768
26 Pasadena Private Wealth, LLC 0.17% of their portfolio PASADENA, CA 32,21632.2k $1.2m $1.2m 0.17% Added +7.7k +7,653
27 Northwest Financial Advisors 2.51% of their portfolio HERNDON, VA 31,82131.8k $1.2m $1.2m 2.51% Reduced -13 -13
28 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 29,41029.4k $1.1m $1.1m 0.00% Added +2.2k +2,163
29 Proficio Capital Partners LLC 0.08% of their portfolio NEWTON, MA 28,16028.2k $1.1m $1.1m 0.08% New
30 WEST MICHIGAN ADVISORS, LLC 0.21% of their portfolio HOLLAND, MI 23,43323.4k $898.7k $898.7k 0.21% Added +2.9k +2,855
31 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 22,87822.9k $877.4k $877.4k 0.01% Added +647 +647
32 Goldstone Financial Group, LLC 0.09% of their portfolio OAKBROOK TERRACE, IL 21,71521.7k $832.8k $832.8k 0.09% Reduced -496 -496
33 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 18,61718.6k $714.0k $714.0k 0.02% Added +5.2k +5,209
34 Karras Company, Inc. 0.65% of their portfolio ROY, UT 17,25317.3k $661.7k $661.7k 0.65% First filing
35 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 16,62816.6k $637.7k $637.7k 0.02% New
36 Thompson David Blair 0.32% of their portfolio CHARLOTTE, NC 14,85314.9k $569.6k $569.6k 0.32% First filing
37 SeaCrest Wealth Management, LLC 0.06% of their portfolio PURCHASE, NY 14,33614.3k $568.4k $568.4k 0.06% Added +3.2k +3,196
38 Embree Financial Group 0.05% of their portfolio Chicago, IL 11,44711.4k $439.0k $439.0k 0.05% Added +2.0k +1,989
39 Institute for Wealth Management, LLC. 0.04% of their portfolio DENVER, CO 11,04911.0k $423.7k $423.7k 0.04% New
40 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 10,80010.8k $414.2k $414.2k 0.01% Not comparable
41 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 10,32310.3k $438.0k $438.0k 0.01% Added +1.4k +1,394
42 Carr Financial Group Corp 0.10% of their portfolio WORCESTER, MA 9,5089.5k $364.6k $364.6k 0.10% New
43 Redwood Family Wealth LLC 0.34% of their portfolio ADDISON, TX 8,8818.9k $340.6k $340.6k 0.34% First filing
44 CPC Advisors, LLC 0.03% of their portfolio Atlanta, GA 8,2018.2k $314.5k $314.5k 0.03% Added +2.7k +2,674
45 Tidemark, LLC 0.07% of their portfolio SAN DIEGO, CA 6,7866.8k $260.2k $260.2k 0.07% Reduced -829 -829
46 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 5,9616.0k $228.6k $228.6k 0.00% New
47 Sage Capital Management, LLC 0.10% of their portfolio Stockton, NJ 5,9005.9k $226.3k $226.3k 0.10% New
48 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 5,6505.7k $216.7k $216.7k 0.00% New
49 Clear Trail Advisors, LLC 0.05% of their portfolio HOUSTON, TX 5,5415.5k $212.5k $212.5k 0.05% First filing
50 Pinnacle Bancorp, Inc. 0.04% of their portfolio BEATRICE, NE 3,4283.4k $131.5k $131.5k 0.04% Unchanged
51 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,1253.1k $119.8k $119.8k 0.01% Unchanged
52 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,1472.1k $82.3k $82.3k 0.00% Added +739 +739
53 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2,0752.1k $79.6k $79.6k 0.00% Reduced -1.7k -1,690
54 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 800800 $30.7k $30.7k 0.00% Unchanged
55 CWM, LLC 0.00% of their portfolio OMAHA, NE 800800 $31.0k $31.0k 0.00% New
56 OPTIMA CAPITAL LLC 0.01% of their portfolio PORTLAND, OR 773773 $29.6k $29.6k 0.01% New
57 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 527527 $20.2k $20.2k 0.00% Unchanged
58 Triumph Capital Management 0.00% of their portfolio DENVER, CO 503503 $19.3k $19.3k 0.00% New
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 279279 $10.7k $10.7k 0.00% New
60 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 204204 $7.9k $7.9k 0.00% Added +201 +201
61 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 180180 $6.9k $6.9k 0.00% New
62 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 150150 $5.8k $5.8k 0.00% First filing
63 Roble, Belko & Company, Inc 0.00% of their portfolio SEWICKLEY, PA 116116 $4.0k $4.0k 0.00% Added +67 +67
64 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 5252 $2.0k $2.0k 0.00% New
65 Quattro Advisors LLC 0.00% of their portfolio PITTSBURGH, PA 44 $159 $159 0.00% First filing
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22 $75 $75 0.00% Unchanged