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Get Institutions for : 
Amplify Ai Powered Equity ETF (AIEQ)  
$35.52 0.26 (0.74%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    9
Total shares held : 
520,650  
% of shares held : 
16.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -11  
Amount of shares held : 
-48,775  
% of shares held change : 
  -1.56%  
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  : 
35.52 (0%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 156,904
 30.14%
 
Increased Positions :
4
 7,215
 1.39%
 
Unchanged Positions :
10
 177,955
 34.18%
 
Decreased Positions :
6
-13,861
-2.66%
 
Closed Positions :
15
-199,033
-38.23%
 
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
   FinTrust Capital Advisors LLC *New 2024-03-31 148,896 $5,432,000 148,896
   LPL FINANCIAL CORP 1755 - 2024-03-31 139,578 $5,092,000 -3,114
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2791 - 2024-03-31 22,735 $829,000 22,735
   Integrated Wealth Concepts LLC 941 - 2024-03-31 17,001 $620,000 17,001
   Advisor Group Holdings Inc. 3415 - 2024-03-31 7,319 $267,000 -4,166
   FLOW TRADERS U.S. LLC 555 *New 2024-03-31 7,251 $265,000 7,251
   COMMONWEALTH EQUITY SERVICES LLC. *New 2024-03-31 6,379 $233,000 6,379
   HCR Wealth Advisors 206 - 2024-03-31 5,962 $218,000 -40
   UBS Group AG 5042 - 2024-03-31 2,739 $100,000 1,345
   MORGAN STANLEY 5885 - 2024-03-31 1,960 $72,000 394
   BANK OF MONTREAL /CAN/ 2976 - 2024-03-31 1,724 $63,000 0
   TD Waterhouse Canada Inc. *New 2024-03-31 1,033 $50,000 1,033
   ROYAL BANK OF CANADA 4988 - 2024-03-31 1,170 $43,000 -479
   Financial Perspectives Inc *New 2024-03-31 565 $21,000 565
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2638 - 2024-03-31 217 $8,000 17
   J P MORGAN CHASE & CO 5121 - 2024-03-31 125 $5,000 28
   FMR LLC 4334 *New 2024-03-31 130 $5,000 130
   Steward Partners Investment Advisory LLC 3016 - 2024-03-31 130 $5,000 0
   GHP INVESTMENT ADVISORS INC *New 2024-03-31 30 $1,000 30
   GHP INVESTMENT ADVISORS INC 813 *Closed 2024-03-31 0 $0 -60
   PROEQUITIES INC. 3301 *Closed 2024-03-31 0 $0 0
   Migdal Insurance & Financial Holdings Ltd. 428 *Closed 2024-03-31 0 $0 -870
   Coppell Advisory Solutions LLC 1599 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6173 - 2024-03-31 0 $0 -2
   SOA Wealth Advisors LLC. 837 *Closed 2024-03-31 0 $0 -8,659
   Tradition Wealth Management LLC 1137 *Closed 2024-03-31 0 $0 -182
   Baldrige Asset Management LLC 413 *New 2023-03-31 10 $0 10
   CITADEL ADVISORS LLC 6207 *Closed 2024-03-31 0 $0 -10,884
   Private Wealth Management Group LLC 1556 *Closed 2024-03-31 0 $0 -2
   WEDBUSH MORGAN SECURITIES INC 1260 *Closed 2024-03-31 0 $0 -10,020
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 748 *Closed 2024-03-31 0 $0 -170
   COMMONWEALTH EQUITY SERVICES LLC. 4077 *Closed 2024-03-31 0 $0 -6,130
   TD Waterhouse Canada Inc. 1943 *Closed 2024-03-31 0 $0 -1,033
   FinTrust Capital Advisors LLC 1261 *Closed 2024-03-31 0 $0 -141,133
   Financial Perspectives Inc 706 *Closed 2024-03-31 0 $0 -565

  35 Records found
  1    
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