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Get Institutions for : 
Amplify Transformational Data Sharing (BLOK)  
$32.74 0.98 (2.91%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    13
Total shares held : 
 20,380,895  
% of shares held : 
 74.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 15,094,351  
% of shares held change : 
   55.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.88  
Last Quarter's Ending Price : 
 $29.85  
Last Quarter's Average Price : 
 $23.52  
Change from last quarter's     
avg. price to the last closing  : 
9.22 (39.2%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 430,527
 2.11%
 
Increased Positions :
40
 15,746,583
 77.26%
 
Unchanged Positions :
65
 209,692
 1.03%
 
Decreased Positions :
53
-1,034,474
-5.08%
 
Closed Positions :
14
-48,285
-0.24%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 877 - 2024-03-31 634,383 $23,117,000 27,214
   COMMONWEALTH EQUITY SERVICES LLC. 530 - 2024-03-31 490,671 $17,880,000 -31,138
   CX Institutional 28 - 2024-03-31 462,342 $16,848,000 20,994
   MORGAN STANLEY 3004 - 2024-03-31 392,852 $14,316,000 161,681
   Toroso Investments LLC 96 - 2024-03-31 311,225 $11,251,000 503
   JANE STREET GROUP LLC 806 - 2024-03-31 274,508 $10,003,000 110,801
   MML INVESTORS SERVICES LLC 452 - 2024-03-31 243,024 $8,856,000 51,975
   PARALLAX VOLATILITY ADVISERS, LLC 79 *New 2024-03-31 216,295 $7,882,000 216,295
   Q3 Asset Management 11 - 2024-03-31 202,916 $7,394,000 -4,635
   GERBER LLC 7 - 2024-03-31 122,206 $4,453,000 -1,105
   GRADIENT INVESTMENTS LLC 150 - 2024-03-31 113,901 $4,151,000 51,253
   HIGHTOWER ADVISORS, LLC 1081 - 2024-03-31 101,885 $3,716,000 -43,498
   WELLS FARGO & CO/MN 2224 - 2024-03-31 91,412 $3,331,000 43,556
   MULTIFINANCIAL SECURITIES CORP 610 - 2024-03-31 88,669 $3,231,000 66,815
   JANNEY MONTGOMERY SCOTT LLC 961 - 2024-03-31 82,712 $3,014,000 25,180
   Florin Court Capital LLP 16 - 2024-03-31 81,630 $2,975,000 22,930
   Merit Financial Group LLC 214 - 2024-03-31 90,951 $2,924,000 -35,859
   NWAM LLC 96 - 2024-03-31 78,406 $2,857,000 7,923
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1100 - 2024-03-31 71,856 $2,618,000 -7,995
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1478 - 2024-03-31 71,610 $2,609,000 -3,024,529
   ROYAL BANK OF CANADA 2376 - 2024-03-31 67,686 $2,467,000 -15,939
   Rye Brook Capital LLC 18 - 2024-03-31 67,000 $2,441,000 0
   ENVESTNET ASSET MANAGEMENT INC 2461 - 2024-03-31 64,367 $2,346,000 -33,814
   MARINER WEALTH ADVISORS, LLC 1031 - 2024-03-31 64,152 $2,338,000 12,572
   FINANCIAL ENGINES ADVISORS L.L.C. 152 - 2024-03-31 62,504 $2,278,000 2,806
   SFMG, LLC 63 - 2024-03-31 62,052 $2,261,000 83
   SEI INVESTMENTS CO 1650 - 2024-03-31 51,407 $1,873,000 0
   FINANCIAL NETWORK 1080 - 2024-03-31 48,914 $1,782,000 -1,535
   LINCOLN NATIONAL CORP 414 - 2024-03-31 38,572 $1,406,000 38,572
   Strategic Wealth Designers 55 - 2023-12-31 42,110 $1,257,000 234
   Qube Research & Technologies Ltd 1764 *New 2024-03-31 30,781 $1,122,000 30,781
   Financial Advocates Investment Management 291 - 2024-03-31 30,107 $1,097,000 14,703
   Sweet Financial Partners LLC 80 - 2024-03-31 28,581 $1,042,000 -3,985
   VitalStone Financial LLC 29 - 2024-03-31 28,056 $1,022,000 22,180
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1222 - 2024-03-31 27,887 $1,016,000 -829
   HILLTOP HOLDINGS INC. 224 - 2024-03-31 27,636 $1,007,000 -3,294
   NTV ASSET MANAGEMENT LLC 116 - 2024-03-31 27,271 $994,000 -1,013
   Gainplan LLC 22 - 2024-03-31 25,534 $930,000 919
   Traction Financial Partners LLC 21 - 2024-03-31 29,104 $911,000 -1,902
   Visionary Wealth Advisors 242 - 2024-03-31 24,527 $894,000 -4,455
   Kaizen Financial Strategies 31 - 2024-03-31 24,330 $887,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1061 - 2024-03-31 23,004 $838,000 -1,764
   Wealthfront Advisers LLC 650 - 2024-03-31 22,660 $826,000 3,585
   INTL FCSTONE INC. 175 - 2024-03-31 22,240 $810,000 250
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2176 - 2024-03-31 22,074 $804,000 -687
   Fiduciary Alliance LLC 100 - 2024-03-31 21,712 $772,000 -8,325
   Brookstone Capital Management 534 - 2024-03-31 20,680 $754,000 6,819
   Laidlaw Wealth Management LLC 73 - 2024-03-31 19,808 $722,000 -1,295
   RAYMOND JAMES & ASSOCIATES 2808 - 2024-03-31 19,310 $704,000 -646
   Atria Wealth Solutions Inc. 1164 - 2024-03-31 16,491 $601,000 2,065
   J P MORGAN CHASE & CO 3682 - 2024-03-31 15,163 $553,000 -2,833
   AdvisorNet Financial Inc 286 - 2024-03-31 15,161 $552,000 1,900
   IFP Advisors Inc 548 - 2023-12-31 17,749 $530,000 -8,995
   CREATIVE PLANNING 1803 - 2024-03-31 14,555 $530,000 3,421
   Dynamic Advisors Solutions LLC 598 - 2024-03-31 14,069 $513,000 -23,424
   Western Wealth Management LLC 363 - 2024-03-31 13,965 $509,000 -570
   Integrity Financial Corp /WA 65 - 2024-03-31 13,557 $494,000 -1,384
   BAROMETER CAPITAL MANAGEMENT INC. 92 - 2024-03-31 15,500 $478,000 -3,900
   Kestra Advisory Services LLC 1728 - 2024-03-31 12,089 $441,000 1,134
   Householder Group Estate & Retirement Specialist L 150 - 2024-03-31 11,835 $431,000 11,662
   Cetera Investment Advisers 1311 - 2024-03-31 10,814 $394,000 -64,375
   BANK OF MONTREAL /CAN/ 2257 - 2024-03-31 10,069 $371,000 10,069
   Gladstone Institutional Advisory LLC 488 *New 2024-03-31 10,162 $370,000 10,162
   Stratos Wealth Partners LTD. 1008 - 2024-03-31 9,798 $357,000 644
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 499 - 2024-03-31 9,709 $354,000 -1,250
   Strategic Blueprint LLC 449 - 2024-03-31 9,574 $349,000 -550
   ARBOR CAPITAL MANAGEMENT INC /ADV 79 - 2024-03-31 10,430 $340,000 -736
   WALLEYE TRADING LLC 745 - 2024-03-31 9,115 $332,000 9,115
   PCG Wealth Advisors LLC 81 - 2024-03-31 9,110 $332,000 -70
   WOLVERINE TRADING LLC 769 - 2024-03-31 8,815 $321,000 552
   Farther Finance Advisors LLC 528 - 2024-03-31 8,832 $314,000 -18
   ROMAN BUTLER FULLERTON & CO 164 - 2024-03-31 9,616 $309,000 1,945
   NATIONAL BANK OF CANADA /FI/ 1172 - 2024-03-31 9,540 $299,000 -480
   OPPENHEIMER & CO INC 1200 *New 2024-03-31 7,921 $289,000 7,921
   Private Advisor Group LLC 1884 - 2024-03-31 7,698 $281,000 699
   KESTRA PRIVATE WEALTH SERVICES LLC 1042 - 2024-03-31 7,454 $272,000 8
   HCR Wealth Advisors 187 - 2024-03-31 7,015 $256,000 -111
   Strategic Financial Concepts LLC 257 *New 2024-03-31 6,855 $250,000 6,855
   BB&T CORP 2353 - 2024-03-31 6,842 $249,000 33
   Emerald Advisors LLC 87 - 2024-03-31 6,662 $243,000 -1,128
   MILLENNIUM MANAGEMENT LLC 3476 *New 2024-03-31 6,513 $237,000 6,513
   Wiser Advisor Group LLC 47 - 2024-03-31 6,151 $225,000 -205
   STIFEL FINANCIAL CORP 3057 *New 2024-03-31 5,869 $214,000 5,869
   GREAT VALLEY ADVISOR GROUP INC. 692 *New 2024-03-31 5,868 $214,000 5,868
   HBW Advisory Services LLC 289 - 2024-03-31 6,299 $188,000 0
   BNP PARIBAS ARBITRAGE SA 2479 - 2024-03-31 5,027 $183,000 -4,846
   GLENMEDE TRUST CO NA 1194 *New 2024-03-31 4,950 $180,000 4,950
   Capital Investment Advisory Services LLC 506 - 2024-03-31 4,668 $170,000 -996
   Advisor Group Holdings Inc. 3891 - 2024-03-31 4,121 $150,000 -4,832
   Creekmur Asset Management LLC 142 - 2024-03-31 3,789 $138,000 -8,032
   EP WEALTH ADVISORS, INC. 774 *New 2024-03-31 3,664 $134,000 3,664
   NORTH STAR INVESTMENT MANAGEMENT CORP. 480 - 2024-03-31 3,452 $126,000 1
   Halpern Financial Inc. 59 - 2024-03-31 3,560 $124,000 0
   CWM LLC 1748 - 2024-03-31 3,358 $122,000 -170
   UBS Group AG 4955 - 2024-03-31 3,307 $121,000 1,514
   STELAC ADVISORY SERVICES LLC 99 *New 2024-03-31 3,220 $117,000 3,220
   Steward Partners Investment Advisory LLC 1707 - 2024-03-31 3,046 $111,000 -1,409
   First PREMIER Bank 180 - 2024-03-31 3,020 $110,000 -900
   CITIGROUP INC 3357 - 2024-03-31 3,000 $109,000 -500
   US BANCORP 2334 - 2024-03-31 2,857 $104,000 0
  100 Records found
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