Amplify ETF Trust - QDVO
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 | 2,427,018 | 72,422 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 699,579 | 20,917 | 0.12% | 0.13% | 2 | +9,775 | 1.42% | Q3 2026 | Nov 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 431,208 | 12,867 | 0.28% | 0.28% | 3 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 393,794 | 11,751 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 372,933 | 11,128 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 212,575 | 6,355 | 0.25% | 0.24% | 6 | +6,776 | 3.29% | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 193,466 | 5,773 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 191,596 | 5,717 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 97,348 | 2,910 | 0.04% | 0.04% | 9 | +2,509 | 2.65% | Q3 2026 | Oct 22, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 57,312 | 1,710 | 0.8% | 0.8% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 48,574 | 1,449 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAP Partners, LLC | History | Added to | 46,266 | 1,383 | 0.63% | 0.55% | 12 | +8,713 | 23.2% | Q3 2026 | Oct 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43,189 | 1,288 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 41,517 | 1,224 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 40,176 | 1,198 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apollon Wealth Management, LLC | History | New | 38,526 | 1,151 | 0.01% | — | 16 | +38,526 | New | Q3 2026 | Oct 23, 2026 |
| Sigma Planning Corp | History | Added to | 37,188 | 1,111 | 0.03% | 0.03% | 17 | +1,674 | 4.71% | Q3 2026 | Oct 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 32,954 | 983 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 32,189 | 960 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tactive Advisors, LLC | History | Added to | 29,397 | 878 | 0.21% | 0.2% | 20 | +2,820 | 10.61% | Q3 2026 | Oct 08, 2026 |
| Souders Financial Advisors | History | Added to | 25,338 | 757 | 0.07% | 0.08% | 21 | +43 | 0.17% | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | No change | 23,917 | 713 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,715 | 707 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,194 | 662 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 20,536 | 612 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Latitude Advisors, LLC | History | Added to | 16,626 | 497 | 0.15% | 0.15% | 26 | +4,029 | 31.98% | Q3 2026 | Oct 27, 2026 |
| Stillwater Wealth Management Group | History | New | 15,750 | 470 | 0.25% | — | 27 | +15,750 | New | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,589 | 381 | 0.0% | 0.0% | 28 | +3,117 | 32.91% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,667 | 377 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 11,998 | 358 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NWF Advisory Services Inc. | History | No change | 12,000 | 358 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Capital Wealth Planning, LLC | History | No change | 11,995 | 357 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | New | 12,116 | 353 | 0.02% | — | 34 | +12,116 | New | Q3 2026 | Nov 03, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 11,858 | 353 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 10,379 | 310 | 0.02% | — | 35 | +10,379 | New | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 10,206 | 305 | 0.02% | — | 36 | +10,206 | New | Q3 2026 | Oct 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 10,173 | 304 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HBK Sorce Advisory LLC | History | No change | 10,115 | 302 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10,070 | 300 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | New | 9,394 | 280 | 0.04% | — | 40 | +9,394 | New | Q3 2026 | Oct 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 9,069 | 271 | 0.03% | — | 42 | +9,069 | New | Q3 2026 | Oct 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,085 | 271 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,200 | 214 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,870 | 205 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 6,782 | 202 | 0.03% | 0.03% | 45 | +33 | 0.49% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,771 | 112 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 2,514 | 75 | 0.0% | 0.0% | 47 | +2,172 | 635.09% | Q3 2026 | Oct 16, 2026 |
| MTM Investment Management, LLC | History | No change | 1,700 | 50 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,138 | 33 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 1,009 | 30 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | New | 700 | 20 | 0.0% | — | 51 | +700 | New | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 514 | 14 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 425 | 12 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 277 | 8 | 0.0% | — | 55 | +277 | New | Q3 2026 | Oct 09, 2026 |
| AE Wealth Management LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | New | 211 | 6 | 0.0% | — | 56 | +211 | New | Q3 2026 | Oct 16, 2026 |
| Nemes Rush Group LLC | History | New | 140 | 4 | 0.0% | — | 57 | +140 | New | Q3 2026 | Nov 04, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,771 | -100.0% | Q3 2026 | Oct 29, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -981 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |