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Get Institutions for : 
Amplify Blackswan Growth & Treasury Core Etf (SWAN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    1
Total shares held : 
 4,283,631  
% of shares held : 
 19.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -1,250,171  
% of shares held change : 
   -5.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 29,170
 0.68%
 
Increased Positions :
4
 17,391
 0.41%
 
Unchanged Positions :
6
 162,539
 3.79%
 
Decreased Positions :
21
-1,018,688
-23.78%
 
Closed Positions :
8
-278,044
-6.49%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   ARGI INVESTMENT SERVICES, LLC 13 - 2022-12-31 3,013,438 $73,679,000 46,992
   HPM Partners LLC 127 - 2024-03-31 2,367,080 $66,098,000 -110,271
   Advisor Group Holdings Inc. 533 - 2024-03-31 515,261 $14,388,000 4,191
   Goss Wealth Management LLC 335 - 2024-03-31 217,590 $6,076,000 -7,585
   LifePlan Financial LLC 5 - 2024-03-31 141,024 $3,938,000 -1,656
   Trilogy Capital Inc. 81 - 2024-03-31 136,045 $3,799,000 -6,353
   First PREMIER Bank 32 - 2024-03-31 121,885 $3,403,000 -1,020
   McAdam LLC 61 - 2024-03-31 117,729 $3,287,000 3,827
   RDA Financial Network 26 - 2024-03-31 103,565 $2,892,000 -546
   EQIS CAPITAL MANAGEMENT, INC. 99 - 2024-03-31 81,119 $2,265,000 -2,799
   LPL FINANCIAL CORP 2428 - 2024-03-31 78,909 $2,203,000 -77,619
   FINANCIAL ARCHITECTS INC 143 - 2023-06-30 39,033 $1,004,000 -1,177
   JANE STREET GROUP LLC 3155 *New 2024-03-31 33,410 $933,000 33,410
   ROYAL BANK OF CANADA 3113 - 2024-03-31 29,829 $833,000 -760
   HIGHTOWER ADVISORS, LLC 1965 - 2024-03-31 26,634 $744,000 -6,969
   Ausdal Financial Partners Inc. 214 - 2024-03-31 25,414 $710,000 4,408
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2393 *New 2024-03-31 20,677 $577,000 20,677
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2205 - 2024-03-31 19,192 $536,000 -4,015
   MONEY CONCEPTS CAPITAL CORP 324 - 2024-03-31 12,114 $338,000 2,880
   Meridian Wealth Management LLC 181 - 2024-03-31 8,853 $246,000 -937
   CITADEL ADVISORS LLC 4435 - 2024-03-31 8,336 $233,000 1,652
   AlTi Global Inc. 350 - 2024-03-31 8,035 $224,000 0
   Impact Partnership Wealth LLC 177 - 2024-03-31 7,038 $197,000 -1,432
   CENTAURUS FINANCIAL INC. 652 - 2024-03-31 5,986 $167,000 0
   Aptus Capital Advisors LLC 739 - 2024-03-31 5,735 $160,000 5,735
   NATIONAL BANK OF CANADA /FI/ 1641 - 2024-03-31 1,490 $41,000 -432
   Capital Investment Advisory Services LLC 685 - 2024-03-31 1,355 $38,000 1,355
   CWM LLC 2514 - 2024-03-31 1,247 $35,000 -223
   UBS Group AG 5550 - 2024-03-31 987 $28,000 89
   HARBOUR INVESTMENTS INC. 1721 - 2023-12-31 1,024 $27,000 -681
   Ronald Blue Trust Inc. 1256 - 2024-03-31 668 $19,000 0
   MORGAN STANLEY 6528 - 2024-03-31 293 $8,000 -33
   KB FINANCIAL PARTNERS LLC 422 - 2023-09-30 211 $5,000 0
   WELLS FARGO & CO/MN 5315 - 2024-03-31 128 $4,000 126
   Global Retirement Partners LLC 2556 - 2024-03-31 96 $3,000 0
   Financial Gravity Wealth Inc. 852 *New 2024-03-31 74 $2,000 74
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5327 *Closed 2024-03-31 0 $0 -8,267
   First Capital Advisors Group LLC. 924 - 2023-06-30 1 $0 1
   BANK OF AMERICA CORP /DE/ 6185 *Closed 2024-03-31 0 $0 -368
   Brookstone Capital Management 905 *Closed 2024-03-31 0 $0 -7,745
   Chicago Partners Investment Group LLC 732 *Closed 2024-03-31 0 $0 -8,814
   PROEQUITIES INC. 3332 - 2024-03-31 0 $0 0
   Coulter & Justus Financial Services LLC 97 *Closed 2024-03-31 0 $0 -12,750
   TIEDEMANN WEALTH MANAGEMENT, LLC 277 *Closed 2023-09-30 0 $0 -8,035
   IFP Advisors Inc 3015 - 2023-12-31 10 $0 -1,000
   Team Financial Group LLC 104 *Closed 2024-03-31 0 $0 -10
   PROSPERA FINANCIAL SERVICES 1089 *Closed 2023-12-31 0 $0 -11,335
   GRADIENT INVESTMENTS LLC 1611 *New 2024-03-31 1 $0 1
   TOWER RESEARCH CAPITAL LLC 5998 *Closed 2024-03-31 0 $0 -1
   OLD MISSION CAPITAL LLC 1141 *Closed 2024-03-31 0 $0 -9,644
   COMMONWEALTH EQUITY SERVICES LLC. 4083 *Closed 2024-03-31 0 $0 -7,774
  51 Records found
  1    
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