Amplify ETF Trust - IDVO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 1,356,759 | 52,031 | 0.02% | 0.01% | 1 | +261,329 | 23.86% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 772,182 | 29,613 | 0.07% | 0.06% | 2 | +81,057 | 11.73% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 724,398 | 27,780 | 0.53% | 0.54% | 3 | +3,295 | 0.46% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 519,177 | 19,910 | 0.11% | — | 4 | +519,177 | New | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 457,106 | 17,530 | 0.0% | 0.0% | 5 | +105,127 | 29.87% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 343,327 | 13,166 | 0.02% | 0.01% | 6 | +101,218 | 41.81% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 289,655 | 11,108 | 0.0% | 0.0% | 7 | -11,384 | -3.78% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 274,344 | 10,521 | 0.01% | 0.01% | 8 | +23,323 | 9.29% | Q4 2025 | Feb 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 169,383 | 6,495 | 2.05% | 2.21% | 9 | +1,712 | 1.02% | Q4 2025 | Jan 08, 2026 |
| Principle Wealth Partners LLC | History | Added to | 123,149 | 4,722 | 0.27% | 0.09% | 10 | +79,293 | 180.8% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 120,901 | 4,636 | 0.0% | 0.0% | 11 | +5,121 | 4.42% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 118,451 | 4,542 | 0.01% | 0.01% | 12 | +3,967 | 3.47% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 112,124 | 4,299 | 0.02% | 0.02% | 13 | +35,317 | 45.98% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 110,547 | 4,239 | 0.0% | — | 14 | +110,547 | New | Q4 2025 | Feb 10, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 92,804 | 3,559 | 1.93% | 1.92% | 15 | +1,314 | 1.44% | Q4 2025 | Jan 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 73,037 | 2,800 | 0.13% | 0.11% | 16 | +7,601 | 11.62% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 68,414 | 2,624 | 0.0% | — | 17 | +68,414 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,637 | 2,440 | 0.0% | 0.0% | 18 | +23,785 | 59.68% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 51,469 | 2,052 | 0.0% | 0.0% | 19 | -1,488 | -2.81% | Q4 2025 | Jan 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 46,843 | 1,796 | 0.0% | 0.0% | 20 | -43,493 | -48.15% | Q4 2025 | Feb 12, 2026 |
| CAP Partners, LLC | History | Added to | 44,560 | 1,708 | 0.97% | 0.8% | 21 | +6,933 | 18.43% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 43,463 | 1,666 | 0.12% | 0.14% | 22 | -2,625 | -5.7% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 41,209 | 1,580 | 0.06% | 0.08% | 23 | -13,684 | -24.93% | Q4 2025 | Feb 06, 2026 |
| Financial Insights, Inc. | History | Added to | 39,825 | 1,527 | 0.51% | 0.13% | 24 | +29,125 | 272.2% | Q4 2025 | Mar 31, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 35,606 | 1,365 | 0.83% | 0.76% | 25 | +5,768 | 19.33% | Q4 2025 | Jan 26, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 32,216 | 1,235 | 0.17% | 0.13% | 26 | +7,653 | 31.16% | Q4 2025 | Feb 10, 2026 |
| Northwest Financial Advisors | History | Reduced | 31,821 | 1,220 | 2.51% | 1.52% | 27 | -13 | -0.04% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 29,410 | 1,127 | 0.0% | 0.0% | 28 | +2,163 | 7.94% | Q4 2025 | Feb 18, 2026 |
| Proficio Capital Partners LLC | History | New | 28,160 | 1,079 | 0.08% | — | 29 | +28,160 | New | Q4 2025 | Feb 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 23,433 | 898 | 0.21% | 0.18% | 30 | +2,855 | 13.87% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,878 | 877 | 0.01% | 0.01% | 31 | +647 | 2.91% | Q4 2025 | Jan 23, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 21,715 | 832 | 0.09% | 0.1% | 32 | -496 | -2.23% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,617 | 713 | 0.02% | 0.01% | 33 | +5,209 | 38.85% | Q4 2025 | Feb 17, 2026 |
| Karras Company, Inc. | History | New | 17,253 | 661 | 0.64% | — | 34 | +17,253 | New | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | New | 16,628 | 637 | 0.02% | — | 35 | +16,628 | New | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 14,336 | 568 | 0.06% | 0.04% | 36 | +3,196 | 28.69% | Q4 2025 | Jan 12, 2026 |
| Embree Financial Group | History | Added to | 11,447 | 438 | 0.05% | 0.05% | 38 | +1,989 | 21.03% | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 10,323 | 438 | 0.01% | 0.01% | 37 | +1,394 | 15.61% | Q4 2025 | Feb 09, 2026 |
| Institute for Wealth Management, LLC. | History | New | 11,049 | 423 | 0.04% | — | 39 | +11,049 | New | Q4 2025 | Jan 27, 2026 |
| UMB Bank, n.a. | History | New | 10,800 | 414 | 0.01% | — | 40 | +10,800 | New | Q4 2025 | Feb 13, 2026 |
| Carr Financial Group Corp | History | New | 9,508 | 364 | 0.1% | — | 41 | +9,508 | New | Q4 2025 | Jan 09, 2026 |
| Redwood Family Wealth LLC | History | New | 8,881 | 340 | 0.33% | — | 42 | +8,881 | New | Q4 2025 | Mar 06, 2026 |
| CPC Advisors, LLC | History | Added to | 8,201 | 314 | 0.03% | 0.02% | 43 | +2,674 | 48.38% | Q4 2025 | Jan 28, 2026 |
| Tidemark, LLC | History | Reduced | 6,786 | 260 | 0.07% | 0.08% | 44 | -829 | -10.89% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | New | 5,961 | 228 | 0.0% | — | 45 | +5,961 | New | Q4 2025 | Feb 13, 2026 |
| Sage Capital Management, LLC | History | New | 5,900 | 226 | 0.1% | — | 46 | +5,900 | New | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | New | 5,650 | 216 | 0.0% | — | 47 | +5,650 | New | Q4 2025 | Feb 05, 2026 |
| Clear Trail Advisors, LLC | History | New | 5,541 | 212 | 0.05% | — | 48 | +5,541 | New | Q4 2025 | Jan 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,428 | 131 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,125 | 119 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,147 | 82 | 0.0% | 0.0% | 51 | +739 | 52.49% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,075 | 79 | 0.0% | 0.0% | 52 | -1,690 | -44.89% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | New | 800 | 31 | 0.0% | — | 53 | +800 | New | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 800 | 30 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 773 | 29 | 0.01% | — | 55 | +773 | New | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 527 | 20 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 503 | 19 | 0.0% | — | 57 | +503 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 279 | 10 | 0.0% | — | 58 | +279 | New | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 204 | 7 | 0.0% | — | 59 | +201 | 6700.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | New | 180 | 6 | 0.0% | — | 60 | +180 | New | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 150 | 5 | 0.0% | — | 61 | +150 | New | Q4 2025 | Mar 04, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 116 | 4 | 0.0% | 0.0% | 62 | +67 | 136.73% | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | New | 52 | 1 | 0.0% | — | 63 | +52 | New | Q4 2025 | Jan 23, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,997 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quattro Advisors LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |