Vault-13

AMPLIFY ETF TR NDIV

NAT RES DIVIDEND · ETP · CUSIP 032108730

9 institutional holders -3 vs Q2 2025
139,553139.6k shares reported held*
$4.0mreported value*
2 new 1 added 5 reduced 4 sold out net sold ≈ $1.3m (-44.7k 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 ≈ $28.67.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 3Q4 22: 3Q1 23: 6Q2 23: 6Q3 23: 7Q4 23: 7Q1 24: 7Q2 24: 12Q3 24: 12Q4 24: 11Q1 25: 11Q2 25: 12Q3 25: 99Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20236
Q2 20236
Q3 20237
Q4 20237
Q1 20247
Q2 202412
Q3 202412
Q4 202411
Q1 202511
Q2 202512
Q3 20259

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q4 23: 3 bought or addedQ4 23: 2 cut or sold outQ1 24: 4 bought or addedQ1 24: 2 cut or sold outQ1 24Q2 24: 6 bought or addedQ2 24: 3 cut or sold outQ3 24: 6 bought or addedQ3 24: 3 cut or sold outQ3 24Q4 24: 5 bought or addedQ4 24: 5 cut or sold outQ1 25: 4 bought or addedQ1 25: 5 cut or sold outQ1 25Q2 25: 6 bought or addedQ2 25: 5 cut or sold outQ3 25: 3 bought or addedQ3 25: 9 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202332
Q1 202442
Q2 202463
Q3 202463
Q4 202455
Q1 202545
Q2 202565
Q3 202539

Biggest buyers

GOLDMAN SACHS GROUP INC New +15,967+16.0k
Advisory Services Network, LLC New +3,215+3.2k
CAP Partners, LLC Added +489+489

Biggest sellers

Elmwood Wealth Management, Inc. Reduced -22,127-22.1k
GTS SECURITIES LLC Reduced -13,237-13.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -10,665-10.7k
UBS Group AG Reduced -10,002-10.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -6,939-6.9k
OSAIC HOLDINGS, INC. Reduced -669-669
Kathleen S. Wright Associates Inc. Sold out -500-500
NWF Advisory Services Inc. Reduced -200-200
MORGAN STANLEY Sold out -2-2

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Elmwood Wealth Management, Inc. 0.65% of their portfolio BERKELEY, CA 64,05164.1k $1.8m $1.8m 0.65% Reduced -22.1k -22,127
2 CAP Partners, LLC 0.27% of their portfolio FRANKLIN, TN 16,74416.7k $478.8k $478.8k 0.27% Added +489 +489
3 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,96716.0k $456.6k $456.6k 0.00% New
4 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,88514.9k $435.8k $435.8k 0.00% Reduced -669 -669
5 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 13,28013.3k $379.7k $379.7k 0.04% Reduced -200 -200
6 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 10,50710.5k $300.4k $300.4k 0.01% Reduced -13.2k -13,237
7 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,2153.2k $91.9k $91.9k 0.00% New
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 874874 $25.0k $25.0k 0.00% Reduced -10.0k -10,002
9 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 3030 $858 $858 0.00% Unchanged