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 | Added to | 2,427,018 | 72,422 | 0.02% | 0.02% | 1 | +492,819 | 25.48% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 689,804 | 20,583 | 0.13% | 0.14% | 2 | +2,232 | 0.32% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 431,208 | 12,867 | 0.28% | — | 3 | +431,208 | New | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 393,794 | 11,751 | 0.0% | 0.0% | 4 | +28,708 | 7.86% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 372,933 | 11,128 | 0.0% | 0.0% | 5 | +93,363 | 33.4% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 205,799 | 6,141 | 0.24% | 0.2% | 6 | +35,834 | 21.08% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 193,466 | 5,773 | 0.0% | 0.0% | 7 | +158,030 | 445.96% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 191,596 | 5,717 | 0.01% | 0.0% | 8 | +91,464 | 91.34% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 94,839 | 2,829 | 0.04% | 0.04% | 9 | +5,989 | 6.74% | Q2 2026 | Aug 03, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 57,312 | 1,710 | 0.8% | 0.71% | 10 | +10,371 | 22.09% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,574 | 1,449 | 0.0% | 0.0% | 11 | +9,647 | 24.78% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 43,189 | 1,288 | 0.01% | 0.01% | 12 | -32,571 | -42.99% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 41,517 | 1,224 | 0.0% | — | 13 | +41,517 | New | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 40,176 | 1,198 | 0.24% | — | 14 | +40,176 | New | Q2 2026 | Jul 17, 2026 |
| CAP Partners, LLC | History | Added to | 37,553 | 1,120 | 0.55% | 0.25% | 15 | +20,862 | 124.99% | Q2 2026 | Jul 30, 2026 |
| Sigma Planning Corp | History | Reduced | 35,514 | 1,059 | 0.03% | 0.03% | 16 | -11,303 | -24.14% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 32,954 | 983 | 0.01% | 0.01% | 17 | -2,718 | -7.62% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 32,189 | 960 | 0.0% | 0.0% | 18 | +2,643 | 8.95% | Q2 2026 | Aug 12, 2026 |
| Tactive Advisors, LLC | History | Added to | 26,577 | 793 | 0.2% | 0.19% | 19 | +828 | 3.22% | Q2 2026 | Jul 08, 2026 |
| Souders Financial Advisors | History | Added to | 25,295 | 754 | 0.08% | 0.05% | 20 | +7,996 | 46.22% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 23,917 | 713 | 0.0% | 0.0% | 21 | +14,082 | 143.18% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 23,715 | 707 | 0.01% | 0.01% | 22 | +1,166 | 5.17% | Q2 2026 | Aug 10, 2026 |
| Claris Financial LLC | History | No change | 25,259 | 673 | 0.37% | 0.37% | 23 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,194 | 662 | 0.0% | — | 24 | +22,194 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,536 | 612 | 0.0% | 0.0% | 25 | +10,766 | 110.19% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,667 | 377 | 0.0% | 0.0% | 26 | -1,396 | -9.93% | Q2 2026 | Aug 12, 2026 |
| Latitude Advisors, LLC | History | Reduced | 12,597 | 375 | 0.15% | 0.17% | 27 | -1,505 | -10.67% | Q2 2026 | Jul 27, 2026 |
| NWF Advisory Services Inc. | History | New | 12,000 | 358 | 0.03% | — | 29 | +12,000 | New | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | Added to | 11,998 | 358 | 0.01% | 0.01% | 28 | +151 | 1.27% | Q2 2026 | Jul 23, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 11,995 | 357 | 0.0% | 0.0% | 30 | +300 | 2.57% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 11,858 | 353 | 0.01% | — | 31 | +11,858 | New | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 10,173 | 303 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBK Sorce Advisory LLC | History | New | 10,115 | 302 | 0.01% | — | 33 | +10,115 | New | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,070 | 300 | 0.04% | 0.03% | 34 | +2,150 | 27.15% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,472 | 284 | 0.0% | 0.0% | 35 | +815 | 9.41% | Q2 2026 | Jul 15, 2026 |
| Hilltop Holdings Inc. | History | New | 9,085 | 271 | 0.02% | — | 36 | +9,085 | New | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | New | 7,771 | 231 | 0.01% | — | 37 | +7,771 | New | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,200 | 214 | 0.0% | 0.0% | 38 | -21,843 | -75.21% | Q2 2026 | Sep 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 6,870 | 205 | 0.01% | — | 39 | +6,870 | New | Q2 2026 | Jul 24, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 6,749 | 201 | 0.03% | 0.05% | 40 | -4,140 | -38.02% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 3,771 | 112 | 0.0% | — | 41 | +3,771 | New | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 1,700 | 50 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 1,427 | 38 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,138 | 33 | 0.0% | — | 44 | +1,138 | New | Q2 2026 | Jul 28, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 1,009 | 30 | 0.04% | — | 45 | +1,009 | New | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | New | 981 | 29 | 0.0% | — | 46 | +981 | New | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 514 | 14 | 0.0% | — | 47 | +514 | New | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 425 | 12 | 0.0% | — | 48 | +425 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 342 | 10 | 0.0% | 0.0% | 49 | +46 | 15.54% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 325 | 9 | 0.0% | — | 50 | +325 | New | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | New | 300 | 8 | 0.0% | — | 51 | +300 | New | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 261 | 7 | 0.0% | 0.0% | 52 | +104 | 66.24% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,545 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,225 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -9,609 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,108 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,086 | -100.0% | Q2 2026 | Jul 21, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -792 | -100.0% | Q2 2026 | Aug 18, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -643 | -100.0% | Q2 2026 | Jul 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q2 2026 | Aug 13, 2026 |