Amplify ETF Trust - SWAN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners LLC | History | Added to | 2,203,400 | 73,509 | 0.09% | 0.1% | 1 | +30,580 | 1.41% | Q2 2026 | Aug 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 492,780 | 16,440 | 2.01% | 2.07% | 2 | +19,033 | 4.02% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 199,260 | 6,647 | 0.02% | 0.02% | 3 | +1,750 | 0.89% | Q2 2026 | Aug 12, 2026 |
| LifePlan Financial, LLC | History | Reduced | 146,278 | 4,880 | 3.42% | 3.38% | 4 | -877 | -0.6% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Added to | 74,269 | 2,477 | 0.03% | 0.03% | 5 | +7,498 | 11.23% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,152 | 2,040 | 0.0% | 0.0% | 6 | -5,203 | -7.84% | Q2 2026 | Aug 12, 2026 |
| Global View Capital Management LLC | History | Added to | 45,281 | 1,510 | 0.31% | 0.29% | 7 | +10,262 | 29.3% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 38,408 | 1,281 | 0.02% | 0.01% | 8 | +15,563 | 68.12% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 33,616 | 1,121 | 0.0% | 0.0% | 9 | -9,409 | -21.87% | Q2 2026 | Aug 07, 2026 |
| RDA Financial Network | History | Reduced | 30,226 | 1,008 | 0.22% | 0.24% | 10 | -1,037 | -3.32% | Q2 2026 | Jul 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 29,739 | 992 | 0.0% | 0.0% | 11 | +2,104 | 7.61% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 29,533 | 985 | 0.04% | 0.05% | 12 | -8,485 | -22.32% | Q2 2026 | Aug 14, 2026 |
| First PREMIER Bank | History | Reduced | 28,343 | 946 | 0.15% | 0.26% | 13 | -8,200 | -22.44% | Q2 2026 | Jul 15, 2026 |
| McAdam, LLC | History | Reduced | 23,179 | 773 | 0.03% | 0.19% | 14 | -111,982 | -82.85% | Q2 2026 | Aug 04, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 18,425 | 613 | 0.66% | 0.71% | 15 | -2,348 | -11.3% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,479 | 450 | 0.0% | 0.0% | 16 | -1,454 | -9.74% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 10,693 | 356 | 0.02% | 0.02% | 17 | -480 | -4.3% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | Added to | 9,975 | 332 | 0.01% | 0.02% | 18 | +33 | 0.33% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | New | 9,368 | 312 | 0.01% | — | 19 | +9,368 | New | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,995 | 300 | 0.0% | 0.0% | 20 | +2,812 | 45.48% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,803 | 293 | 0.0% | 0.0% | 21 | -758 | -7.93% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,458 | 248 | 0.0% | 0.0% | 22 | -1,499 | -16.74% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 7,371 | 245 | 0.0% | — | 23 | +7,371 | New | Q2 2026 | Jul 31, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 6,635 | 206 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,734 | 191 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,344 | 111 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,400 | 46 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 1,338 | 44 | 0.0% | — | 28 | +1,338 | New | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 730 | 24 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 668 | 22 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 520 | 16 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 277 | 9 | 0.0% | 0.0% | 32 | +2 | 0.73% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 200 | 6 | 0.0% | — | 33 | +199 | 19900.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 68 | 2 | 0.0% | 0.0% | 34 | -228 | -77.03% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tredje AP-fonden | History | Closed out | 0 | 0 | — | 1.11% | — | -6,525,000 | -100.0% | Q2 2026 | Aug 10, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,620 | -100.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,056 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |