AMPLIFY ETF TR BATT
AMPLIFY LITHIUM · ETP · CUSIP 032108805
54
institutional holders
+4 vs Q1 2026
1.7m
shares reported held*
$25.5mreported value*
13 new
18 added
7 reduced
8 sold out
net bought ≈ $764.2k (+49.7k 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 ≈ $15.37. Options: 1 managers hold calls ($279.7k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 71 |
| Q4 2022 | 69 |
| Q1 2023 | 66 |
| Q2 2023 | 62 |
| Q3 2023 | 61 |
| Q4 2023 | 65 |
| Q1 2024 | 54 |
| Q2 2024 | 50 |
| Q3 2024 | 49 |
| Q4 2024 | 53 |
| Q1 2025 | 47 |
| Q2 2025 | 42 |
| Q3 2025 | 39 |
| Q4 2025 | 48 |
| Q1 2026 | 50 |
| Q2 2026 | 54 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 12 | 18 |
| Q4 2024 | 16 | 20 |
| Q1 2025 | 12 | 25 |
| Q2 2025 | 10 | 16 |
| Q3 2025 | 13 | 18 |
| Q4 2025 | 25 | 10 |
| Q1 2026 | 28 | 16 |
| Q2 2026 | 31 | 15 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $133.8k | $0 | 0.00 |
| Q4 2025 | $485.8k | $245.6k | 0.51 |
| Q1 2026 | $888.9k | $0 | 0.00 |
| Q2 2026 | $279.7k | $0 | 0.00 |
Biggest buyers
| OLD MISSION CAPITAL LLC | Added | +117.6k |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | New | +93.4k |
| RAYMOND JAMES FINANCIAL INC | Added | +29.8k |
| Synergy Asset Management, LLC | New | +29.4k |
| AMERIPRISE FINANCIAL INC | Added | +20.4k |
| AQR CAPITAL MANAGEMENT LLC | New | +16.4k |
| KESTRA PRIVATE WEALTH SERVICES, LLC | New | +13.6k |
| SILVER OAK SECURITIES, INCORPORATED | New | +11.9k |
| ROYAL BANK OF CANADA | Added | +11.6k |
| OSAIC HOLDINGS, INC. | Added | +10.8k |
Biggest sellers
| Q3 Asset Management | Sold out | -102.8k |
| HARBOUR INVESTMENTS, INC. | Reduced | -90.6k |
| FLOW TRADERS U.S. LLC | Sold out | -69.5k |
| CITADEL ADVISORS LLC | Sold out | -51.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -18.4k |
| SIMPLEX TRADING, LLC | Reduced | -6.6k |
| MAI Capital Management | Sold out | -4.7k |
| Harbor Asset Planning, Inc. | Reduced | -956 |
| HighTower Advisors, LLC | Reduced | -685 |
| Advisory Services Network, LLC | Sold out | -269 |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $279.7k18.2k shares |
Biggest puts
| None |
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
| Manager | Shares | Change |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 631.8k $9.7m | Added +29.8k |
| OLD MISSION CAPITAL LLC 0.05% of their portfolio | 138.2k $2.1m | Added +117.6k |
| DAVENPORT & Co LLC 0.01% of their portfolio | 124.4k $1.9m | Added +481 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 117.2k $1.8m | Added +20.4k |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.84% of their portfolio | 93.4k $1.4m | New |
| LPL Financial LLC 0.00% of their portfolio | 93.0k $1.4m | Added +8.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 75.7k $1.2m | Added +10.1k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 40.4k $620.5k | Added +930 |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 35.8k $550.4k | Added +2.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 32.7k $503.0k | Added +11.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 30.7k $472.0k | Added +10.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 29.6k $455.6k | Reduced -685 |
| Synergy Asset Management, LLC 0.04% of their portfolio | 29.4k $451.7k | New |
| Cordoba Advisory Partners LLC 0.07% of their portfolio | 22.6k $345.9k | Unchanged |
| Great Diamond Partners, LLC 0.06% of their portfolio | 22.5k $345.3k | Added +3.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 18.6k $285.2k | Reduced -18.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 16.4k $252.4k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 16.1k $247.2k | Added +2.3k |
| Baron Financial Group, LLC 0.10% of their portfolio | 13.9k $214.0k | Added +1.0k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 13.6k $209.1k | New |
| UBS Group AG 0.00% of their portfolio | 13.2k $202.3k | Added +5.4k |
| SILVER OAK SECURITIES, INCORPORATED 0.01% of their portfolio | 11.9k $183.6k | New |
| Centerpoint Advisors, LLC 0.03% of their portfolio | 7.0k $108.0k | Unchanged |
| Twin Lakes Capital Management, LLC 0.04% of their portfolio | 6.1k $93.4k | Unchanged |
| Sherman Asset Management, Inc. 0.05% of their portfolio | 4.4k $67.5k | Reduced -48 |
| MORGAN STANLEY 0.00% of their portfolio | 3.8k $58.8k | Added +1.5k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 2.5k $38.4k | Reduced -119 |
| IFP Advisors, Inc 0.00% of their portfolio | 2.0k $30.7k | Unchanged |
| Phillip James Consulting Co. 0.02% of their portfolio | 1.8k $28.1k | New |
| N.E.W. Advisory Services LLC 0.00% of their portfolio | 1.8k $26.9k | Unchanged |
| Financial Network Wealth Advisors LLC 0.02% of their portfolio | 1.4k $22.0k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.3k $20.0k | New |
| Harbor Asset Planning, Inc. 0.01% of their portfolio | 1.2k $17.7k | Reduced -956 |
| IFG Advisory, LLC 0.00% of their portfolio | 919 $14.1k | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 651 $10.0k | Added +540 |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 573 $8.8k | Added +32 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 500 $7.7k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 500 $7.7k | New |
| Asset Dedication, LLC 0.00% of their portfolio | 421 $6.5k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 408 $6.3k | Unchanged |
| FMR LLC 0.00% of their portfolio | 347 $5.3k | Added +150 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 326 $5.0k | Reduced -6.6k |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 316 $4.9k | Reduced -90.6k |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 306 $4.7k | New |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 250 $3.8k | Unchanged |
| CITY HOLDING CO 0.00% of their portfolio | 155 $2.4k | Unchanged |
| HM PAYSON & CO 0.00% of their portfolio | 140 $2.2k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 124 $1.9k | New |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 114 $1.8k | Unchanged |
| TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio | 100 $1.5k | Unchanged |
| Bear Mountain Capital, Inc. 0.00% of their portfolio | 20 $294 | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 13 $198 | New |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 13 $199 | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $13 | Unchanged |