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 | 1,934,199 | 51,546 | 0.02% | 0.01% | 1 | +739,963 | 61.96% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 687,572 | 18,323 | 0.14% | 0.14% | 2 | +64,718 | 10.39% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 365,086 | 9,730 | 0.0% | 0.0% | 3 | +47,520 | 14.96% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 279,570 | 7,450 | 0.0% | 0.0% | 4 | +35,587 | 14.59% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 169,965 | 4,529 | 0.2% | 0.15% | 5 | +56,922 | 50.35% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 100,132 | 2,668 | 0.0% | 0.0% | 6 | +30,739 | 44.3% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 88,850 | 2,367 | 0.04% | — | 7 | +88,850 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 75,760 | 2,018 | 0.01% | 0.01% | 8 | +10,177 | 15.52% | Q1 2026 | May 08, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 46,941 | 1,373 | 0.71% | 0.5% | 9 | +20,440 | 77.13% | Q1 2026 | May 18, 2026 |
| Sigma Planning Corp | History | Added to | 46,817 | 1,247 | 0.03% | 0.04% | 10 | +1,454 | 3.21% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 38,927 | 1,037 | 0.0% | 0.0% | 11 | +23,214 | 147.74% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 35,672 | 950 | 0.01% | 0.01% | 12 | +1,348 | 3.93% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 35,436 | 944 | 0.0% | 0.0% | 13 | -1,165 | -3.18% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 29,546 | 787 | 0.0% | — | 14 | +29,546 | New | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 29,043 | 773 | 0.0% | 0.0% | 15 | -69,235 | -70.45% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | New | 25,749 | 686 | 0.19% | — | 16 | +25,749 | New | Q1 2026 | Apr 16, 2026 |
| Claris Financial LLC | History | Reduced | 25,259 | 673 | 0.37% | 0.48% | 17 | -5,563 | -18.05% | Q1 2026 | May 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 22,549 | 600 | 0.01% | 0.0% | 18 | +14,979 | 197.87% | Q1 2026 | May 11, 2026 |
| Souders Financial Advisors | History | Added to | 17,299 | 461 | 0.05% | 0.05% | 19 | +2,638 | 17.99% | Q1 2026 | May 04, 2026 |
| CAP Partners, LLC | History | Added to | 16,691 | 444 | 0.25% | 0.19% | 20 | +5,198 | 45.23% | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, LLC | History | Added to | 14,102 | 375 | 0.17% | 0.14% | 21 | +2,919 | 26.1% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 14,063 | 374 | 0.0% | 0.0% | 22 | +459 | 3.37% | Q1 2026 | Jun 02, 2026 |
| HRT FINANCIAL LP | History | New | 13,545 | 360 | 0.0% | — | 23 | +13,545 | New | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 11,847 | 315 | 0.01% | 0.02% | 24 | +116 | 0.99% | Q1 2026 | Apr 27, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 11,695 | 311 | 0.0% | 0.0% | 25 | -2,251 | -16.14% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,225 | 299 | 0.0% | — | 26 | +11,225 | New | Q1 2026 | May 15, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 10,889 | 290 | 0.05% | 0.07% | 27 | +29 | 0.27% | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,173 | 271 | 0.03% | 0.04% | 28 | -1,948 | -16.07% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 9,835 | 262 | 0.0% | 0.0% | 29 | +4,044 | 69.83% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | New | 9,770 | 260 | 0.0% | — | 30 | +9,770 | New | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | New | 9,609 | 256 | 0.02% | — | 31 | +9,609 | New | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | No change | 9,108 | 242 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,657 | 233 | 0.0% | 0.0% | 33 | +750 | 9.49% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 7,920 | 211 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | New | 4,086 | 108 | 0.0% | — | 35 | +4,086 | New | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,627 | 105 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | New | 1,700 | 45 | 0.01% | — | 37 | +1,700 | New | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,427 | 38 | 0.0% | 0.0% | 38 | +285 | 24.96% | Q1 2026 | May 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 792 | 21 | 0.01% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 643 | 17 | 0.0% | 0.0% | 40 | +16 | 2.55% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 296 | 7 | 0.0% | 0.0% | 41 | +256 | 640.0% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 157 | 4 | 0.0% | — | 42 | +157 | New | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,910 | -100.0% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,187 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,976 | -100.0% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,714 | -100.0% | Q1 2026 | May 14, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,433 | -100.0% | Q1 2026 | May 14, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,950 | -100.0% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,100 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -674 | -100.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 06, 2026 |
| MORGAN STANLEY | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jul 08, 2026 |