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Get Institutions for : 
Amplify Transformational Data Sharing (BLOK)  
$33.73 0.99 (3.02%) as of 4:30 Fri 5/24


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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  : 
10.21 (43.41%)  




 
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  
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            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
   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
   GRADIENT INVESTMENTS LLC 150 - 2024-03-31 113,901 $4,151,000 51,253
   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
   NWAM LLC 96 - 2024-03-31 78,406 $2,857,000 7,923
   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
   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
   Financial Advocates Investment Management 291 - 2024-03-31 30,107 $1,097,000 14,703
   VitalStone Financial LLC 29 - 2024-03-31 28,056 $1,022,000 22,180
   Gainplan LLC 22 - 2024-03-31 25,534 $930,000 919
   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
   Brookstone Capital Management 534 - 2024-03-31 20,680 $754,000 6,819
   Atria Wealth Solutions Inc. 1164 - 2024-03-31 16,491 $601,000 2,065
   AdvisorNet Financial Inc 286 - 2024-03-31 15,161 $552,000 1,900
   CREATIVE PLANNING 1803 - 2024-03-31 14,555 $530,000 3,421
   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
   BANK OF MONTREAL /CAN/ 2257 - 2024-03-31 10,069 $371,000 10,069
   Stratos Wealth Partners LTD. 1008 - 2024-03-31 9,798 $357,000 644
   WALLEYE TRADING LLC 745 - 2024-03-31 9,115 $332,000 9,115
   WOLVERINE TRADING LLC 769 - 2024-03-31 8,815 $321,000 552
   ROMAN BUTLER FULLERTON & CO 164 - 2024-03-31 9,616 $309,000 1,945
   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
   BB&T CORP 2353 - 2024-03-31 6,842 $249,000 33
   UBS Group AG 4955 - 2024-03-31 3,307 $121,000 1,514
   Castleview Partners LLC 288 - 2024-03-31 2,115 $77,000 24
   HARBOUR INVESTMENTS INC. 1285 - 2023-12-31 2,365 $71,000 482
   MANCHESTER CAPITAL MANAGEMENT LLC 458 - 2024-03-31 1,550 $56,000 200
   SANDY SPRING BANK 614 - 2024-03-31 1,150 $42,000 13
   Spire Wealth Management 1282 - 2024-03-31 1,119 $41,000 500
   Rosenberg Matthew Hamilton 461 - 2024-03-31 1,071 $38,000 12
   First Capital Advisors Group LLC. 370 - 2023-06-30 1,293 $29,000 1,293
   BARCLAYS PLC 3746 - 2024-03-31 800 $29,000 446
   Main Street Group LTD 275 - 2024-03-31 801 $29,000 601
   Asset Dedication LLC 560 - 2024-03-31 624 $23,000 3
   Beacon Capital Management LLC 476 - 2024-03-31 477 $17,000 5
   Nelson Van Denburg & Campbell Wealth Management Gr 1683 - 2024-03-31 434 $16,000 129
   GPS Wealth Strategies Group LLC 786 - 2024-03-31 390 $14,000 140
   SJS Investment Consulting Inc. 328 - 2024-03-31 364 $13,000 62
   Cedar Mountain Advisors LLC 207 - 2024-03-31 198 $7,000 2
   VisionPoint Advisory Group LLC 510 - 2024-03-31 171 $6,000 170
   BELLEVUE ASSET MANAGEMENT LLC 321 - 2024-03-31 110 $4,000 2
   Newbridge Financial Services Group Inc. 920 - 2024-03-31 100 $4,000 100
   FMR LLC 4609 - 2024-03-31 40 $1,000 33
  56 Records found
  1    
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