Vault-13

AMPLIFY ETF TR IDVO

CWP INTL ENHANCE · ETP · CUSIP 032108722

127 institutional holders +16 vs Q1 2026
12,708,20612.7m shares reported held*
$533.9mreported value*
29 new 62 added 20 reduced 13 sold out net bought ≈ $137.3m (+3.3m 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 ($33.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.01. Options: 0 managers hold calls (— notional), 1 hold puts ($214.2k).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 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: 66Q1 26: 111Q2 26: 127127Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026111
Q2 2026127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q1 26: 93 bought or addedQ1 26: 19 cut or sold outQ2 26: 91 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024247
Q4 2024236
Q1 20252610
Q2 2025379
Q3 20254013
Q4 20254512
Q1 20269319
Q2 20269133

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $441.1kQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $214.2kQ2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$441.1k—
Q2 2026$0$214.2k—

Biggest buyers

CPC Advisors, LLC Added +1,246,877+1.2m
MORGAN STANLEY Added +431,376+431.4k
RAYMOND JAMES FINANCIAL INC Added +277,661+277.7k
Janney Montgomery Scott LLC Added +244,266+244.3k
CARY STREET PARTNERS FINANCIAL LLC New +230,381+230.4k
LPL Financial LLC Added +215,778+215.8k
ARQ WEALTH ADVISORS, LLC New +164,798+164.8k
ROYAL BANK OF CANADA Added +136,976+137.0k
OSAIC HOLDINGS, INC. Added +120,562+120.6k
Principle Wealth Partners LLC Added +51,049+51.0k

Biggest sellers

CITADEL ADVISORS LLC Sold out -74,924-74.9k
Sequoia Financial Advisors, LLC Reduced -72,899-72.9k
TBH Global Asset Management, LLC Sold out -58,522-58.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -48,754-48.8k
JANE STREET GROUP, LLC Sold out -43,500-43.5k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Sold out -39,648-39.6k
WEST MICHIGAN ADVISORS, LLC Sold out -30,902-30.9k
URS Advisory LLC Reduced -24,541-24.5k
OLD MISSION CAPITAL LLC Reduced -22,531-22.5k
SeaCrest Wealth Management, LLC Sold out -14,370-14.4k

Biggest calls

None

Biggest puts

CITADEL ADVISORS LLC Reduced $214.2k5.1k shares

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 0.03% of their portfolio ST. PETERSBURG, FL 2,283,7882.3m $95.9m $95.9m 0.03% Added +277.7k +277,661
2 CPC Advisors, LLC 7.12% of their portfolio Atlanta, GA 1,256,7891.3m $52.8m $52.8m 7.12% Added +1.2m +1,246,877
3 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 1,083,2621.1m $45.5m $45.5m 0.09% Added +244.3k +244,266
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 997,619997.6k $41.9m $41.9m 0.01% Added +215.8k +215,778
5 GREAT VALLEY ADVISOR GROUP, INC. 0.42% of their portfolio WILMINGTON, DE 639,968640.0k $26.9m $26.9m 0.42% Added +13.5k +13,454
6 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 614,472614.5k $25.8m $25.8m 0.03% Added +120.6k +120,562
7 Principle Wealth Partners LLC 0.98% of their portfolio MADISON, CT 472,356472.4k $19.8m $19.8m 0.98% Added +51.0k +51,049
8 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 456,668456.7k $19.2m $19.2m 0.02% Added +48.0k +48,035
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 431,833431.8k $18.1m $18.1m 0.00% Added +431.4k +431,376
10 Sequoia Financial Advisors, LLC 0.09% of their portfolio Akron, OH 422,510422.5k $17.7m $17.7m 0.09% Reduced -72.9k -72,899
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 346,337346.3k $14.5m $14.5m 0.00% Added +8.4k +8,412
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 235,435235.4k $9.9m $9.9m 0.00% Added +137.0k +136,976
13 CARY STREET PARTNERS FINANCIAL LLC 0.21% of their portfolio RICHMOND, VA 230,381230.4k $9.7m $9.7m 0.21% New
14 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 223,609223.6k $9.4m $9.4m 0.01% Added +8.8k +8,829
15 Elmwood Wealth Management, Inc. 2.16% of their portfolio BERKELEY, CA 205,229205.2k $8.6m $8.6m 2.16% Added +3.7k +3,711
16 EverSource Wealth Advisors, LLC 0.23% of their portfolio BIRMINGHAM, AL 165,082165.1k $6.9m $6.9m 0.23% Added +9.3k +9,293
17 ARQ WEALTH ADVISORS, LLC 0.88% of their portfolio SCOTTSDALE, AZ 164,798164.8k $7.1m $7.1m 0.88% New
18 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 143,993144.0k $6.0m $6.0m 0.03% Added +6.2k +6,217
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 139,950139.9k $5.9m $5.9m 0.00% Added +25.4k +25,392
20 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 135,849135.8k $5.7m $5.7m 0.01% Added +5.1k +5,062
21 Atlas Wealth LLC 0.76% of their portfolio CINCINNATI, OH 127,500127.5k $5.4m $5.4m 0.76% Added +16.8k +16,841
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 123,897123.9k $5.2m $5.2m 0.00% Reduced -12.3k -12,293
23 IAM Advisory, LLC 0.85% of their portfolio EASTON, PA 103,899103.9k $4.4m $4.4m 0.85% Added +4.4k +4,387
24 Proficio Capital Partners LLC 0.15% of their portfolio NEWTON, MA 101,520101.5k $4.3m $4.3m 0.15% Added +38.3k +38,310
25 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 94,18594.2k $4.0m $4.0m 0.01% Added +47.4k +47,426
26 Visionary Wealth Advisors 0.15% of their portfolio O'FALLON, IL 91,96092.0k $3.9m $3.9m 0.15% Added +11.2k +11,244
27 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.85% of their portfolio SALINE, MI 90,79890.8k $3.8m $3.8m 1.85% Added +783 +783
28 SAGESPRING WEALTH PARTNERS, LLC 0.04% of their portfolio FRANKLIN, TN 65,12665.1k $2.7m $2.7m 0.04% Added +6.5k +6,528
29 Retirement Planning Group, LLC 0.07% of their portfolio LEAWOOD, KS 65,02165.0k $2.7m $2.7m 0.07% Added +8.6k +8,618
30 Financial Insights, Inc. 0.60% of their portfolio TACOMA, WA 54,23454.2k $2.3m $2.3m 0.60% Added +3.6k +3,575
31 Pasadena Private Wealth, LLC 0.28% of their portfolio PASADENA, CA 52,42452.4k $2.2m $2.2m 0.28% Added +10.2k +10,241
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 48,84748.8k $2.1m $2.1m 0.00% Added +11.1k +11,063
33 CAP Partners, LLC 0.95% of their portfolio FRANKLIN, TN 46,44646.4k $2.0m $2.0m 0.95% Added +1.1k +1,080
34 Capital Investment Advisory Services, LLC 0.12% of their portfolio RALEIGH, NC 45,21445.2k $1.9m $1.9m 0.12% Added +3.0k +3,045
35 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 41,07341.1k $1.7m $1.7m 0.01% Added +2.7k +2,749
36 URS Advisory LLC 0.88% of their portfolio JUPITER, FL 37,53937.5k $1.6m $1.6m 0.88% Reduced -24.5k -24,541
37 Northwest Financial Advisors 0.20% of their portfolio HERNDON, VA 35,33335.3k $1.5m $1.5m 0.20% Reduced -1.5k -1,469
38 Snowden Capital Advisors LLC 0.03% of their portfolio New York, NY 34,85234.9k $1.5m $1.5m 0.03% Added +2.1k +2,109
39 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 34,52134.5k $1.4m $1.4m 0.00% Added +9.3k +9,271
40 Navis Wealth Advisors, LLC 0.51% of their portfolio RYE BROOK, NY 31,72631.7k $1.3m $1.3m 0.51% New
41 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 31,45531.5k $1.3m $1.3m 0.03% Reduced -22.5k -22,531
42 Carr Financial Group Corp 0.29% of their portfolio WORCESTER, MA 30,28930.3k $1.3m $1.3m 0.29% Added +2.6k +2,561
43 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 28,52728.5k $1.2m $1.2m 0.01% Added +7.5k +7,530
44 Karras Company, Inc. 1.08% of their portfolio ROY, UT 28,42028.4k $1.2m $1.2m 1.08% Added +8.8k +8,792
45 MILESTONE ASSET MANAGEMENT, LLC 0.17% of their portfolio PITTSBURGH, PA 26,29826.3k $1.1m $1.1m 0.17% New
46 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 25,88125.9k $1.1m $1.1m 0.00% Added +9.5k +9,471
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 25,00225.0k $1.0m $1.0m 0.00% Added +24.9k +24,944
48 Bright Futures Wealth Management, LLC. 0.67% of their portfolio WEBSTER, NY 14580, NY 24,52724.5k $1.0m $1.0m 0.67% Reduced -2.9k -2,900
49 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 24,31024.3k $1.0m $1.0m 0.02% Reduced -821 -821
50 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 23,01523.0k $966.6k $966.6k 0.01% Unchanged
51 Institute for Wealth Management, LLC. 0.09% of their portfolio DENVER, CO 22,95923.0k $964.3k $964.3k 0.09% Added +7.5k +7,490
52 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.19% of their portfolio RICHMOND, VA 22,70922.7k $953.8k $953.8k 0.19% New
53 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 22,63722.6k $950.8k $950.8k 0.01% Reduced -2.3k -2,287
54 Embree Financial Group 0.09% of their portfolio Chicago, IL 21,57021.6k $905.9k $905.9k 0.09% Added +5.5k +5,535
55 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 21,49221.5k $902.7k $902.7k 0.01% Added +11.8k +11,843
56 Hilltop Holdings Inc. 0.07% of their portfolio DALLAS, TX 20,45120.5k $858.9k $858.9k 0.07% Reduced -185 -185
57 Goldstone Financial Group, LLC 0.07% of their portfolio OAKBROOK TERRACE, IL 19,25619.3k $808.8k $808.8k 0.07% Reduced -1.3k -1,269
58 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 15,93215.9k $682.5k $682.5k 0.01% Added +4.7k +4,656
59 Reliant Wealth Planning 0.17% of their portfolio LOUISVILLE, KY 15,02815.0k $631.2k $631.2k 0.17% Added +5.8k +5,787
60 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,68414.7k $616.7k $616.7k 0.00% New
61 KINGSWOOD WEALTH ADVISORS, LLC 0.02% of their portfolio SAN DIEGO, CA 13,73913.7k $577.0k $577.0k 0.02% Added +3.7k +3,690
62 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 11,03311.0k $463.4k $463.4k 0.01% Added +4.9k +4,882
63 UMB Bank, n.a. 0.01% of their portfolio Kansas City, MO 10,80010.8k $453.6k $453.6k 0.01% Unchanged
64 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 10,69710.7k $449.3k $449.3k 0.00% Added +1.2k +1,163
65 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 10,48710.5k $440.4k $440.4k 0.01% Added +2.1k +2,058
66 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 10,13510.1k $425.7k $425.7k 0.01% New
67 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 8,9919.0k $372.0k $372.0k 0.02% New
68 Strategic Wealth Partners, Ltd. 0.02% of their portfolio INDEPENDENCE, OH 8,9338.9k $375.2k $375.2k 0.02% New
69 Redwood Family Wealth LLC 0.33% of their portfolio ADDISON, TX 8,7478.7k $367.4k $367.4k 0.33% Reduced -460 -460
70 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 8,5358.5k $358.5k $358.5k 0.00% Added +1.8k +1,821
71 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 8,4178.4k $353.5k $353.5k 0.01% Added +1.3k +1,332
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,3008.3k $348.6k $348.6k 0.00% New
73 Marion Wealth Management 0.07% of their portfolio MONROEVILLE, PA 7,8577.9k $330.0k $330.0k 0.07% Added +2.1k +2,120
74 FLAGSTAR SECURITIES, INC 0.09% of their portfolio New York, NY 7,3757.4k $309.8k $309.8k 0.09% New
75 Tidemark, LLC 0.07% of their portfolio SAN DIEGO, CA 7,0107.0k $294.4k $294.4k 0.07% Added +222 +222
76 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 6,7576.8k $283.8k $283.8k 0.01% Reduced -493 -493
77 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,7276.7k $282.5k $282.5k 0.00% New
78 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 6,3776.4k $267.8k $267.8k 0.01% Added +266 +266
79 LifeGoal Investments, LLC 0.12% of their portfolio SARATOGA SPRINGS, NY 6,3136.3k $265.1k $265.1k 0.12% New
80 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,1196.1k $257.0k $257.0k 0.00% Added +6.1k +6,118
81 Capital Wealth Planning, LLC 0.00% of their portfolio NAPLES, FL 5,7475.7k $241.4k $241.4k 0.00% New
82 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,6495.6k $237.3k $237.3k 0.00% Reduced -1 -1
83 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 5,5095.5k $231.4k $231.4k 0.00% Added +475 +475
84 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 5,2375.2k $220.9k $220.9k 0.02% Added +474 +474
85 MONECO ADVISORS, LLC 0.01% of their portfolio FAIRFIELD, CT 5,1335.1k $215.6k $215.6k 0.01% New
86 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 5,0965.1k $214.1k $214.1k 0.00% New
87 Mission Hills Financial Advisory, LLC 0.09% of their portfolio SAN DIEGO, CA 5,0515.1k $212.1k $212.1k 0.09% New
88 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 4,8504.8k $203.7k $203.7k 0.01% New
89 Trexquant Investment LP 0.00% of their portfolio STAMFORD, CT 4,8464.8k $203.5k $203.5k 0.00% New
90 Clear Trail Advisors, LLC 0.03% of their portfolio HOUSTON, TX 4,8394.8k $203.2k $203.2k 0.03% Reduced -614 -614
91 PERRYMAN FINANCIAL ADVISORY INC /AD 0.03% of their portfolio DALLAS, TX 4,7864.8k $201.0k $201.0k 0.03% New
92 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 3,8873.9k $163.3k $163.3k 0.00% Reduced -2.5k -2,464
93 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,8003.8k $160.0k $160.0k 0.01% Added +258 +258
94 Pinnacle Bancorp, Inc. 0.04% of their portfolio BEATRICE, NE 3,4283.4k $144.0k $144.0k 0.04% Unchanged
95 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,1253.1k $131.2k $131.2k 0.01% Unchanged
96 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,4392.4k $102.4k $102.4k 0.00% Added +1.4k +1,439
97 Noble Wealth Management PBC 0.04% of their portfolio GREENWOOD VILLAGE, CO 2,1002.1k $88.2k $88.2k 0.04% New
98 Wealth Enhancement Trust Services, Inc. 0.01% of their portfolio SIOUX FALLS, SD 2,0002.0k $84.0k $84.0k 0.01% New
99 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,8251.8k $76.7k $76.7k 0.00% Unchanged
100 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 1,6041.6k $67.4k $67.4k 0.00% Reduced -354 -354