Amplify ETF Trust - BATT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 387,508 | 5,347 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DAVENPORT & Co LLC | History | New | 123,881 | 1,844 | 0.01% | — | 2 | +123,881 | New | Q1 2026 | Apr 15, 2026 |
| Q3 Asset Management | History | Added to | 102,762 | 1,530 | 0.37% | 0.32% | 3 | +1,683 | 1.67% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Reduced | 85,020 | 1,265 | 0.0% | 0.0% | 4 | -2,755 | -3.14% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 88,201 | 1,217 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 71,881 | 991 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 39,443 | 587 | 0.0% | 0.0% | 7 | +15,678 | 65.97% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | No change | 39,734 | 548 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,324 | 451 | 0.0% | 0.0% | 9 | +8,111 | 36.51% | Q1 2026 | May 05, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 22,609 | 330 | 0.09% | 0.13% | 10 | -16,422 | -42.07% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,270 | 307 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 19,117 | 263 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | No change | 17,947 | 247 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,300 | 238 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 15,161 | 209 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,789 | 205 | 0.0% | 0.0% | 16 | +476 | 3.58% | Q1 2026 | Apr 27, 2026 |
| Baron Financial Group, LLC | History | Added to | 12,880 | 191 | 0.1% | 0.09% | 17 | +1,265 | 10.89% | Q1 2026 | Apr 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,839 | 177 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 7,715 | 114 | 0.0% | 0.0% | 19 | -960 | -11.07% | Q1 2026 | May 05, 2026 |
| Centerpoint Advisors, LLC | History | New | 7,000 | 104 | 0.03% | — | 20 | +7,000 | New | Q1 2026 | May 07, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 6,076 | 83 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MORGAN STANLEY | History | No change | 5,036 | 69 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 4,441 | 66 | 0.06% | 0.05% | 23 | +60 | 1.37% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | No change | 4,727 | 65 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 3,273 | 45 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,619 | 39 | 0.0% | 0.0% | 26 | +119 | 4.76% | Q1 2026 | Apr 07, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,110 | 31 | 0.03% | 0.01% | 27 | +876 | 70.99% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | No change | 2,000 | 29 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| N.E.W. Advisory Services LLC | History | New | 1,750 | 26 | 0.0% | — | 29 | +1,750 | New | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,556 | 21 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 803 | 11 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 500 | 6 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 506 | 6 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 421 | 5 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 401 | 5 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 260 | 3 | 0.0% | 0.0% | 38 | -2,248 | -89.63% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 285 | 3 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 233 | 3 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITY HOLDING CO | History | No change | 155 | 2 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | No change | 140 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 100 | 1 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 100 | 1 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 114 | 1 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 140 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,486 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,823 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,072 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |