Amplify ETF Trust - IDVO
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 | Added to | 2,006,127 | 81,187 | 0.03% | 0.02% | 1 | +649,368 | 47.86% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 838,996 | 33,954 | 0.08% | 0.07% | 2 | +66,814 | 8.65% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 781,841 | 31,641 | 0.01% | 0.0% | 3 | +324,735 | 71.04% | Q1 2026 | May 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 626,514 | 25,354 | 0.46% | 0.53% | 4 | -97,884 | -13.51% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 495,409 | 20,049 | 0.11% | 0.11% | 5 | -23,768 | -4.58% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 493,910 | 19,989 | 0.03% | 0.02% | 6 | +150,583 | 43.86% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 421,307 | 17,050 | 0.97% | 0.27% | 7 | +298,158 | 242.11% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 408,633 | 16,537 | 0.02% | 0.01% | 8 | +134,289 | 48.95% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 337,925 | 13,675 | 0.0% | 0.0% | 9 | +48,270 | 16.66% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 214,780 | 8,692 | 0.01% | 0.0% | 10 | +151,143 | 237.51% | Q1 2026 | Apr 27, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 201,518 | 8,155 | 2.26% | 2.05% | 11 | +32,135 | 18.97% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 155,789 | 6,304 | 0.19% | 0.06% | 12 | +114,580 | 278.05% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 137,776 | 5,575 | 0.03% | 0.02% | 13 | +25,652 | 22.88% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 136,190 | 5,511 | 0.0% | 0.0% | 14 | +15,289 | 12.65% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 130,787 | 5,292 | 0.01% | 0.01% | 15 | +12,336 | 10.41% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 114,558 | 4,636 | 0.0% | 0.0% | 16 | +4,011 | 3.63% | Q1 2026 | May 07, 2026 |
| Atlas Wealth LLC | History | New | 110,659 | 4,478 | 1.34% | — | 17 | +110,659 | New | Q1 2026 | May 13, 2026 |
| IAM Advisory, LLC | History | New | 99,512 | 4,027 | 0.9% | — | 18 | +99,512 | New | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 98,459 | 3,985 | 0.0% | 0.0% | 19 | +30,045 | 43.92% | Q1 2026 | May 15, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 90,015 | 3,642 | 2.03% | 1.93% | 20 | -2,789 | -3.01% | Q1 2026 | Apr 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 85,824 | 3,473 | 0.0% | — | 21 | +85,824 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 80,716 | 3,266 | 0.14% | 0.13% | 22 | +7,679 | 10.51% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 63,210 | 2,558 | 0.14% | 0.08% | 23 | +35,050 | 124.47% | Q1 2026 | May 14, 2026 |
| URS Advisory LLC | History | New | 62,080 | 2,512 | 1.84% | — | 24 | +62,080 | New | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 58,598 | 2,371 | 0.04% | — | 25 | +58,598 | New | Q1 2026 | May 07, 2026 |
| TBH Global Asset Management, LLC | History | New | 58,522 | 2,368 | 0.48% | — | 26 | +58,522 | New | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | New | 56,403 | 2,282 | 0.07% | — | 27 | +56,403 | New | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 53,986 | 2,184 | 0.03% | — | 28 | +53,986 | New | Q1 2026 | May 15, 2026 |
| Financial Insights, Inc. | History | Added to | 50,659 | 2,050 | 0.66% | 0.51% | 29 | +10,834 | 27.2% | Q1 2026 | May 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 48,754 | 1,973 | 0.0% | — | 30 | +48,754 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 46,759 | 1,892 | 0.0% | — | 31 | +46,759 | New | Q1 2026 | May 14, 2026 |
| CAP Partners, LLC | History | Added to | 45,366 | 1,835 | 1.04% | 0.97% | 32 | +806 | 1.81% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,500 | 1,760 | 0.0% | 0.0% | 33 | -3,343 | -7.14% | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 42,183 | 1,707 | 0.24% | 0.17% | 34 | +9,967 | 30.94% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 42,169 | 1,706 | 0.12% | 0.12% | 35 | -1,294 | -2.98% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 38,324 | 1,550 | 0.01% | 0.0% | 36 | +8,914 | 30.31% | Q1 2026 | Jun 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,784 | 1,544 | 0.0% | 0.0% | 37 | -13,685 | -26.59% | Q1 2026 | Apr 08, 2026 |
| Northwest Financial Advisors | History | Added to | 36,802 | 1,489 | 2.87% | 2.51% | 38 | +4,981 | 15.65% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 32,743 | 1,325 | 0.04% | 0.02% | 39 | +14,126 | 75.88% | Q1 2026 | May 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 30,902 | 1,250 | 0.27% | 0.21% | 40 | +7,469 | 31.87% | Q1 2026 | May 05, 2026 |
| Carr Financial Group Corp | History | Added to | 27,728 | 1,122 | 0.3% | 0.1% | 41 | +18,220 | 191.63% | Q1 2026 | May 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 27,427 | 1,109 | 0.76% | — | 42 | +27,427 | New | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,924 | 1,020 | 0.01% | 0.01% | 43 | +2,046 | 8.94% | Q1 2026 | Apr 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,131 | 1,017 | 0.03% | 0.02% | 44 | +8,503 | 51.14% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,250 | 994 | 0.0% | 0.0% | 45 | +23,103 | 1076.06% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 23,015 | 931 | 0.01% | — | 46 | +23,015 | New | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | New | 20,997 | 849 | 0.0% | — | 47 | +20,997 | New | Q1 2026 | Apr 24, 2026 |
| Hilltop Holdings Inc. | History | New | 20,636 | 835 | 0.08% | — | 48 | +20,636 | New | Q1 2026 | May 14, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 20,525 | 830 | 0.09% | 0.09% | 49 | -1,190 | -5.48% | Q1 2026 | Apr 24, 2026 |
| Karras Company, Inc. | History | Added to | 19,628 | 794 | 0.81% | 0.64% | 50 | +2,375 | 13.77% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | New | 16,410 | 664 | 0.0% | — | 51 | +16,410 | New | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | Added to | 16,035 | 648 | 0.08% | 0.05% | 52 | +4,588 | 40.08% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 15,469 | 626 | 0.07% | 0.04% | 53 | +4,420 | 40.0% | Q1 2026 | May 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 14,370 | 581 | 0.06% | 0.06% | 54 | +34 | 0.24% | Q1 2026 | Apr 15, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 11,276 | 482 | 0.01% | 0.01% | 55 | +953 | 9.23% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | No change | 10,800 | 437 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 10,049 | 406 | 0.02% | — | 57 | +10,049 | New | Q1 2026 | Apr 28, 2026 |
| CPC Advisors, LLC | History | Added to | 9,912 | 401 | 0.07% | 0.03% | 58 | +1,711 | 20.86% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 9,649 | 390 | 0.01% | — | 59 | +9,649 | New | Q1 2026 | May 15, 2026 |
| Reliant Wealth Planning | History | New | 9,241 | 373 | 0.11% | — | 60 | +9,241 | New | Q1 2026 | May 15, 2026 |
| Redwood Family Wealth LLC | History | Added to | 9,207 | 372 | 0.36% | 0.33% | 61 | +326 | 3.67% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 9,534 | 365 | 0.0% | — | 62 | +9,534 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,429 | 341 | 0.01% | 0.0% | 63 | +2,468 | 41.4% | Q1 2026 | May 18, 2026 |
| PFG Investments, LLC | History | New | 7,250 | 293 | 0.01% | — | 64 | +7,250 | New | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 7,085 | 286 | 0.01% | — | 65 | +7,085 | New | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Added to | 6,788 | 274 | 0.07% | 0.07% | 66 | +2 | 0.03% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | New | 6,714 | 271 | 0.0% | — | 67 | +6,714 | New | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 6,351 | 257 | 0.0% | — | 68 | +6,351 | New | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 6,151 | 248 | 0.01% | — | 69 | +6,151 | New | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 6,114 | 247 | 0.01% | — | 71 | +6,114 | New | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 6,111 | 247 | 0.01% | — | 70 | +6,111 | New | Q1 2026 | May 14, 2026 |
| Marion Wealth Management | History | New | 5,737 | 232 | 0.05% | — | 72 | +5,737 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,650 | 228 | 0.0% | — | 73 | +5,650 | New | Q1 2026 | May 15, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 5,453 | 220 | 0.04% | 0.05% | 74 | -88 | -1.59% | Q1 2026 | Apr 17, 2026 |
| Bison Wealth, LLC | History | New | 4,763 | 205 | 0.02% | — | 75 | +4,763 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 5,034 | 203 | 0.0% | — | 76 | +5,034 | New | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 4,974 | 201 | 0.0% | — | 77 | +4,974 | New | Q1 2026 | Apr 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 3,542 | 143 | 0.01% | — | 78 | +3,542 | New | Q1 2026 | May 18, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,428 | 138 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,125 | 126 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Added to | 2,053 | 83 | 0.0% | 0.0% | 81 | +1,873 | 1040.56% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,958 | 79 | 0.0% | 0.0% | 82 | +1,431 | 271.54% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,825 | 73 | 0.0% | — | 84 | +1,825 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,825 | 73 | 0.0% | 0.0% | 83 | -250 | -12.05% | Q1 2026 | May 11, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 1,488 | 60 | 0.05% | 0.83% | 85 | -34,118 | -95.82% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,480 | 59 | 0.0% | — | 86 | +1,480 | New | Q1 2026 | May 15, 2026 |
| Decker Retirement Planning Inc. | History | New | 1,170 | 47 | 0.02% | — | 87 | +1,170 | New | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | New | 1,123 | 45 | 0.0% | — | 88 | +1,123 | New | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,000 | 40 | 0.0% | — | 89 | +1,000 | New | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 800 | 32 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | New | 641 | 25 | 0.0% | — | 91 | +641 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 618 | 25 | 0.0% | — | 92 | +618 | New | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Added to | 603 | 24 | 0.0% | 0.0% | 93 | +100 | 19.88% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 457 | 18 | 0.0% | 0.0% | 94 | +253 | 124.02% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | New | 426 | 17 | 0.0% | — | 95 | +426 | New | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 401 | 16 | 0.0% | — | 96 | +401 | New | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | New | 300 | 12 | 0.0% | — | 97 | +300 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 250 | 10 | 0.0% | 0.0% | 98 | -550 | -68.75% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 200 | 8 | 0.0% | — | 99 | +200 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 200 | 8 | 0.0% | — | 100 | +200 | New | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 137 | 5 | 0.0% | 0.0% | 101 | +85 | 163.46% | Q1 2026 | May 06, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 118 | 5 | 0.0% | 0.0% | 102 | +2 | 1.72% | Q1 2026 | Apr 16, 2026 |
| Berbice Capital Management LLC | History | New | 100 | 4 | 0.0% | — | 103 | +100 | New | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | New | 85 | 3 | 0.0% | — | 104 | +85 | New | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | Reduced | 89 | 3 | 0.0% | 0.0% | 105 | -61 | -40.67% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 58 | 2 | 0.0% | 0.0% | 106 | -221 | -79.21% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 73 | 2 | 0.0% | — | 107 | +73 | New | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 25 | 1 | 0.0% | — | 108 | +25 | New | Q1 2026 | Apr 23, 2026 |
| Sage Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,900 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,650 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -773 | -100.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 07, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 11, 2026 |