Amplify ETF Trust - QDVO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 | 1,194,236 | 34,656 | 0.01% | 0.01% | 1 | +549,816 | 85.32% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 622,854 | 18,075 | 0.14% | 0.16% | 2 | +20,052 | 3.33% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 317,566 | 9,216 | 0.0% | — | 3 | +317,566 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 243,983 | 7,080 | 0.0% | 0.0% | 4 | +36,241 | 17.45% | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 113,043 | 3,280 | 0.15% | 0.13% | 5 | +15,521 | 15.92% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 98,278 | 2,852 | 0.0% | 0.0% | 6 | +60,732 | 161.75% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 69,393 | 2,013 | 0.0% | — | 7 | +69,393 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 65,583 | 1,903 | 0.01% | 0.01% | 8 | +25,127 | 62.11% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | New | 45,363 | 1,316 | 0.04% | — | 9 | +45,363 | New | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 36,601 | 1,062 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 34,324 | 996 | 0.01% | — | 11 | +34,324 | New | Q4 2025 | Jan 20, 2026 |
| Claris Financial LLC | History | Reduced | 30,822 | 894 | 0.48% | 0.65% | 12 | -8,503 | -21.62% | Q4 2025 | Feb 19, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 26,501 | 769 | 0.5% | — | 13 | +26,501 | New | Q4 2025 | Apr 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,713 | 456 | 0.0% | 0.0% | 14 | +3,800 | 31.9% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,000 | 435 | 0.0% | — | 15 | +15,000 | New | Q4 2025 | Feb 18, 2026 |
| Souders Financial Advisors | History | Added to | 14,661 | 425 | 0.05% | 0.04% | 16 | +1,988 | 15.69% | Q4 2025 | Feb 02, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 13,946 | 404 | 0.0% | 0.0% | 17 | +4,743 | 51.54% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,604 | 394 | 0.0% | 0.0% | 18 | +1,565 | 13.0% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 12,910 | 374 | 0.0% | — | 19 | +12,910 | New | Q4 2025 | Feb 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 12,121 | 351 | 0.04% | 0.04% | 20 | +587 | 5.09% | Q4 2025 | Feb 18, 2026 |
| PFG Investments, LLC | History | New | 11,731 | 340 | 0.02% | — | 21 | +11,731 | New | Q4 2025 | Jan 26, 2026 |
| CAP Partners, LLC | History | New | 11,493 | 333 | 0.19% | — | 22 | +11,493 | New | Q4 2025 | Feb 04, 2026 |
| Latitude Advisors, LLC | History | Added to | 11,183 | 324 | 0.14% | 0.09% | 23 | +4,239 | 61.05% | Q4 2025 | Jan 27, 2026 |
| Clear Trail Advisors, LLC | History | New | 10,860 | 315 | 0.07% | — | 24 | +10,860 | New | Q4 2025 | Jan 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,187 | 295 | 0.0% | 0.0% | 25 | -3,005 | -22.78% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,976 | 289 | 0.0% | 0.0% | 26 | -35,265 | -77.95% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | New | 9,108 | 264 | 0.0% | — | 27 | +9,108 | New | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 8,714 | 252 | 0.01% | — | 28 | +8,714 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,907 | 230 | 0.0% | — | 29 | +7,907 | New | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 7,920 | 229 | 0.03% | — | 30 | +7,920 | New | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 7,570 | 219 | 0.0% | — | 31 | +7,570 | New | Q4 2025 | Feb 12, 2026 |
| Traynor Capital Management, Inc. | History | New | 7,433 | 215 | 0.01% | — | 32 | +7,433 | New | Q4 2025 | Jan 12, 2026 |
| NWF Advisory Services Inc. | History | New | 6,950 | 201 | 0.02% | — | 33 | +6,950 | New | Q4 2025 | Mar 03, 2026 |
| AlphaCore Capital LLC | History | New | 6,100 | 177 | 0.0% | — | 34 | +6,100 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | New | 5,791 | 168 | 0.0% | — | 35 | +5,791 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,627 | 105 | 0.0% | 0.0% | 36 | +2,627 | 262.7% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 1,142 | 33 | 0.0% | 0.0% | 37 | +560 | 96.22% | Q4 2025 | Jan 26, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 792 | 23 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 674 | 19 | 0.0% | 0.0% | 39 | -200 | -22.88% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | New | 627 | 18 | 0.0% | — | 40 | +627 | New | Q4 2025 | Jan 13, 2026 |
| IFP Advisors, Inc | History | New | 40 | 1 | 0.0% | — | 41 | +40 | New | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | New | 40 | 1 | 0.0% | — | 42 | +40 | New | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -49,698 | -100.0% | Q3 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,365 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,988 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 13, 2026 |