Vault-13

AMPLIFY ETF TR YYY

HIGH INCOME · ETP · CUSIP 032108847

86 institutional holders -3 vs Q4 2025
19,181,59819.2m shares reported held*
$211.6mreported value*
13 new 47 added 12 reduced 15 sold out net bought ≈ $28.1m (+2.6m 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 ≈ $11.03. Options: 0 managers hold calls (— notional), 1 hold puts ($230.5k).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 53Q4 22: 50Q1 23: 50Q2 23: 53Q3 23: 54Q4 23: 58Q1 24: 59Q2 24: 65Q3 24: 68Q4 24: 73Q1 25: 84Q2 25: 83Q3 25: 85Q4 25: 89Q1 26: 8686Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202253
Q4 202250
Q1 202350
Q2 202353
Q3 202354
Q4 202358
Q1 202459
Q2 202465
Q3 202468
Q4 202473
Q1 202584
Q2 202583
Q3 202585
Q4 202589
Q1 202686

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 44 bought or addedQ2 24: 18 cut or sold outQ3 24: 42 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 36 bought or addedQ4 24: 29 cut or sold outQ1 25: 55 bought or addedQ1 25: 24 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 33 cut or sold outQ3 25: 49 bought or addedQ3 25: 28 cut or sold outQ3 25Q4 25: 52 bought or addedQ4 25: 29 cut or sold outQ1 26: 60 bought or addedQ1 26: 27 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244418
Q3 20244218
Q4 20243629
Q1 20255524
Q2 20254633
Q3 20254928
Q4 20255229
Q1 20266027

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 25 calls: $0Q2 25 puts: $123.0kQ2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $230.5kQ1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$123.0k—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$230.5k—

Biggest buyers

MORGAN STANLEY Added +1,352,119+1.4m
WELLS FARGO & COMPANY/MN Added +221,216+221.2k
RAYMOND JAMES FINANCIAL INC Added +217,577+217.6k
LPL Financial LLC Added +203,535+203.5k
OSAIC HOLDINGS, INC. Added +156,181+156.2k
LJI Wealth Management, LLC Added +69,001+69.0k
PFG Investments, LLC Added +54,442+54.4k
ENVESTNET ASSET MANAGEMENT INC Added +45,972+46.0k
Thrive Capital Management, LLC Added +44,400+44.4k
SEAVIEW INVESTMENT MANAGERS LLC Added +39,935+39.9k

Biggest sellers

JANE STREET GROUP, LLC Sold out -76,514-76.5k
AMERIPRISE FINANCIAL INC Sold out -58,239-58.2k
Navis Wealth Advisors, LLC Sold out -42,052-42.1k
HighTower Advisors, LLC Reduced -26,646-26.6k
Soltis Investment Advisors LLC Sold out -20,073-20.1k
TrueMark Investments, LLC Sold out -19,017-19.0k
Orion Porfolio Solutions, LLC Sold out -18,581-18.6k
Valtinson Bruner Financial Planning LLC Sold out -13,140-13.1k
Alpine Global Management, LLC Sold out -12,542-12.5k
Brookstone Capital Management Reduced -9,009-9.0k

Biggest calls

None

Biggest puts

CITADEL ADVISORS LLC New $230.5k20.9k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,001,0755.0m $55.2m $55.2m 0.00% Added +1.4m +1,352,119
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 3,050,2163.1m $33.6m $33.6m 0.01% Added +203.5k +203,535
3 LJI Wealth Management, LLC 3.14% of their portfolio INDIANAPOLIS, IN 1,779,5841.8m $19.6m $19.6m 3.14% Added +69.0k +69,001
4 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 1,208,5631.2m $13.3m $13.3m 0.02% Added +156.2k +156,181
5 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 1,034,6871.0m $11.4m $11.4m 0.03% Added +14.8k +14,774
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 704,121704.1k $7.8m $7.8m 0.00% Added +217.6k +217,577
7 NWF Advisory Services Inc. 0.84% of their portfolio Los Angeles, CA 671,945671.9k $7.4m $7.4m 0.84% Added +21.9k +21,900
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 650,699650.7k $7.2m $7.2m 0.00% Added +221.2k +221,216
9 Thrive Capital Management, LLC 1.31% of their portfolio FORT WASHINGTON, PA 539,955540.0k $6.0m $6.0m 1.31% Added +44.4k +44,400
10 Intrua Financial, LLC 0.49% of their portfolio Houston, TX 415,255415.3k $4.6m $4.6m 0.49% Added +27.5k +27,462
11 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio ORLANDO, FL 371,346371.3k $4.1m $4.1m 0.28% Added +16.3k +16,265
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 361,545361.5k $4.0m $4.0m 0.00% Added +46.0k +45,972
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 242,369242.4k $2.7m $2.7m 0.00% Added +34.9k +34,916
14 WEDBUSH SECURITIES INC 0.08% of their portfolio PASADENA, CA 236,533236.5k $2.6m $2.6m 0.08% Reduced -5.2k -5,195
15 Larson Financial Group LLC 0.08% of their portfolio ST LOUIS, MO 223,493223.5k $2.5m $2.5m 0.08% Added +16.6k +16,625
16 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 188,124188.1k $2.1m $2.1m 0.01% Added +6.6k +6,580
17 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 186,891186.9k $2.1m $2.1m 0.03% Added +30.8k +30,835
18 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 186,875186.9k $2.1m $2.1m 0.03% Added +7.0k +7,001
19 Independent Wealth Network Inc. 0.60% of their portfolio URBANDALE, IA 182,217182.2k $2.0m $2.0m 0.60% Added +3.3k +3,272
20 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 136,863136.9k $1.5m $1.5m 0.04% Added +23.3k +23,314
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 136,702136.7k $1.5m $1.5m 0.00% Added +14.1k +14,073
22 J.W. COLE ADVISORS, INC. 0.04% of their portfolio TAMPA, FL 113,629113.6k $1.3m $1.3m 0.04% Added +94 +94
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 96,95097.0k $1.1m $1.1m 0.00% Reduced -26.6k -26,646
24 Ausdal Financial Partners, Inc. 0.05% of their portfolio Davenport, IA 93,50493.5k $1.0m $1.0m 0.05% Added +1.3k +1,277
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 91,57491.6k $1.0m $1.0m 0.00% Added +21.5k +21,538
26 SEAVIEW INVESTMENT MANAGERS LLC 0.29% of their portfolio MIAMI, FL 71,99272.0k $794.1k $794.1k 0.29% Added +39.9k +39,935
27 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 68,06368.1k $750.7k $750.7k 0.06% Added +5.3k +5,328
28 PFG Investments, LLC 0.03% of their portfolio WOODBURY, NY 65,52765.5k $722.8k $722.8k 0.03% Added +54.4k +54,442
29 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 59,01459.0k $650.9k $650.9k 0.00% Reduced -4.3k -4,299
30 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 58,94858.9k $650.2k $650.2k 0.01% Reduced -9.0k -9,009
31 Oakmont Advisory Group, LLC 0.65% of their portfolio ALBUQUERQUE, NM 57,75857.8k $637.1k $637.1k 0.65% Added +7.5k +7,537
32 VectorGlobal IAG, Inc. 0.16% of their portfolio MIAMI, FL 57,16457.2k $630.5k $630.5k 0.16% First filing
33 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 55,47155.5k $611.8k $611.8k 0.09% Added +24 +24
34 Bison Wealth, LLC 0.05% of their portfolio ATLANTA, GA 44,34544.3k $512.6k $512.6k 0.05% Added +93 +93
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 42,30342.3k $466.6k $466.6k 0.00% Reduced -2.6k -2,583
36 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 41,80541.8k $461.0k $461.0k 0.02% Added +24.8k +24,750
37 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 41,35041.4k $456.1k $456.1k 0.01% Added +1.7k +1,700
38 Strategic Financial Concepts, LLC 0.11% of their portfolio SAN ANTONIO, TX 39,85039.9k $439.5k $439.5k 0.11% New
39 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 39,76639.8k $438.6k $438.6k 0.01% New
40 SBI Securities Co., Ltd. 0.01% of their portfolio TOKYO, M0 37,67537.7k $415.6k $415.6k 0.01% Added +4.4k +4,352
41 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 36,57436.6k $415.5k $415.5k 0.02% Added +839 +839
42 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 32,09132.1k $354.3k $354.3k 0.00% Unchanged
43 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 29,81529.8k $328.9k $328.9k 0.01% Added +13.7k +13,673
44 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 23,55823.6k $259.8k $259.8k 0.01% Added +269 +269
45 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 22,88822.9k $252.0k $252.0k 0.00% Added +262 +262
46 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 20,97221.0k $231.7k $231.7k 0.00% New
47 Oxinas Partners, LLC 0.10% of their portfolio JEFFERSONVILLE, IN 20,09420.1k $221.6k $221.6k 0.10% Reduced -69 -69
48 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 18,98219.0k $209.4k $209.4k 0.00% Added +5.0k +5,001
49 Samalin Investment Counsel, LLC 0.07% of their portfolio CHAPPAQUA, NY 18,49018.5k $203.9k $203.9k 0.07% Reduced -928 -928
50 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 18,02018.0k $198.8k $198.8k 0.00% Reduced -2.2k -2,197
51 Regal Investment Advisors LLC 0.01% of their portfolio KENTWOOD, MI 17,08117.1k $188.4k $188.4k 0.01% Added +45 +45
52 Golden State Wealth Management, LLC 0.02% of their portfolio SANTA ANA, CA 15,95015.9k $175.9k $175.9k 0.02% Added +56 +56
53 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 15,30615.3k $168.8k $168.8k 0.00% Added +1.3k +1,345
54 Tidemark, LLC 0.04% of their portfolio SAN DIEGO, CA 14,68914.7k $162.0k $162.0k 0.04% Added +80 +80
55 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 14,61414.6k $161.2k $161.2k 0.00% Reduced -380 -380
56 CERTIOR FINANCIAL GROUP, LLC 0.10% of their portfolio KING OF PRUSSIA, PA 13,98814.0k $154.3k $154.3k 0.10% Unchanged
57 Key Client Fiduciary Advisors, LLC 0.05% of their portfolio Fairfield, NJ 13,88013.9k $153.1k $153.1k 0.05% New
58 ODonnell Financial Services, LLC 0.05% of their portfolio SAN RAFAEL, CA 12,95813.0k $142.9k $142.9k 0.05% New
59 McAdam, LLC 0.01% of their portfolio Philadelphia, PA 12,76112.8k $140.8k $140.8k 0.01% New
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,58011.6k $128.0k $128.0k 0.00% Reduced -5.1k -5,057
61 Sage Capital Management, LLC 0.06% of their portfolio Stockton, NJ 11,00011.0k $121.3k $121.3k 0.06% New
62 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 10,72910.7k $118.3k $118.3k 0.00% New
63 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 10,60510.6k $117.0k $117.0k 0.01% Unchanged
64 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,47510.5k $115.5k $115.5k 0.00% Reduced -5.1k -5,100
65 INTEGRITY ALLIANCE, LLC. 0.00% of their portfolio Urbandale, IA 10,43810.4k $115.1k $115.1k 0.00% Added +10 +10
66 LaSalle St. Investment Advisors, LLC 0.02% of their portfolio ELMHURST, IL 10,00010.0k $110.3k $110.3k 0.02% Unchanged
67 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 8,2688.3k $91.2k $91.2k 0.00% Reduced -6.1k -6,084
68 Triumph Capital Management 0.02% of their portfolio DENVER, CO 7,9277.9k $87.4k $87.4k 0.02% Unchanged
69 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,9877.0k $77.1k $77.1k 0.00% New
70 LFA - Lugano Financial Advisors SA 0.04% of their portfolio LUGANO, V8 6,4006.4k $69.9k $69.9k 0.04% New
71 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 3,4493.4k $38.0k $38.0k 0.00% Added +56 +56
72 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 3,0003.0k $33.2k $33.2k 0.00% Unchanged
73 IFG Advisory, LLC 0.09% of their portfolio ATLANTA, GA 2,7112.7k $29.9k $29.9k 0.09% New
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,4252.4k $26.7k $26.7k 0.00% Unchanged
75 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,4121.4k $15.6k $15.6k 0.00% Added +841 +841
76 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 1,4001.4k $15.4k $15.4k 0.00% Unchanged
77 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,0001.0k $11.0k $11.0k 0.00% Unchanged
78 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 975975 $10.8k $10.8k 0.00% Added +550 +550
79 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 900900 $9.9k $9.9k 0.00% Unchanged
80 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 458458 $5.1k $5.1k 0.00% Added +312 +312
81 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 330330 $3.6k $3.6k 0.00% Unchanged
82 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 250250 $2.8k $2.8k 0.00% Unchanged
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 169169 $1.8k $1.8k 0.00% New
84 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 100100 $1.1k $1.1k 0.00% Unchanged
85 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 9797 $1.1k $1.1k 0.00% New
86 Financial Network Wealth Advisors LLC 0.00% of their portfolio MURRAY, UT 5656 $613 $613 0.00% Added +2 +2