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Get Institutions for : 
Amplify Advanced Battery Metals And Materials Etf (BATT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    1
Total shares held : 
1,252,872  
% of shares held : 
13.92%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
26,887  
% of shares held change : 
  0.3%  
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 :
9
 150,475
 12.01%
 
Increased Positions :
10
 141,617
 11.3%
 
Unchanged Positions :
22
 30,300
 2.42%
 
Decreased Positions :
20
-207,525
-16.56%
 
Closed Positions :
8
-57,680
-4.6%
 
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
   AMERIPRISE FINANCIAL INC 2388 - 2024-03-31 451,112 $4,264,000 195,663
   JANE STREET GROUP LLC 2647 - 2024-03-31 151,421 $1,431,000 58,345
   LPL FINANCIAL CORP 3009 - 2024-03-31 119,656 $1,131,000 -10,226
   OLD MISSION CAPITAL LLC 395 *New 2024-03-31 101,104 $955,000 101,104
   BANK OF MONTREAL /CAN/ 1846 - 2024-03-31 76,052 $719,000 76,052
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3010 - 2024-03-31 72,121 $682,000 21,399
   RAYMOND JAMES & ASSOCIATES 3192 - 2024-03-31 40,048 $378,000 -7
   HIGHTOWER ADVISORS, LLC 2554 - 2024-03-31 34,918 $331,000 18,068
   COMMONWEALTH EQUITY SERVICES LLC. 3195 - 2024-03-31 33,167 $313,000 -28,313
   Advisor Group Holdings Inc. 3294 - 2024-03-31 32,445 $307,000 853
   Integrated Wealth Concepts LLC 1320 - 2024-03-31 30,597 $289,000 -1,094
   UBS Group AG 4580 - 2024-03-31 24,763 $234,000 -82,893
   Kestra Advisory Services LLC 2177 - 2024-03-31 23,802 $225,000 -1,207
   Goss Wealth Management LLC 1846 - 2024-03-31 20,000 $189,000 0
   Gladstone Institutional Advisory LLC 618 *New 2024-03-31 15,587 $147,000 15,587
   ROYAL BANK OF CANADA 4466 - 2024-03-31 13,566 $128,000 -57,800
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3174 - 2024-03-31 12,152 $115,000 -1,715
   CWM LLC 1913 - 2024-03-31 9,593 $91,000 -1,274
   MORGAN STANLEY 5932 - 2024-03-31 6,236 $59,000 -590
   Twin Lakes Capital Management LLC 131 - 2024-03-31 6,076 $57,000 0
   MILESTONE GROUP INC 253 - 2024-03-31 5,470 $52,000 0
   CITADEL ADVISORS LLC 5113 - 2024-03-31 4,803 $45,000 -80,730
   HARBOUR INVESTMENTS INC. 1574 - 2023-12-31 3,585 $38,000 -490
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2262 - 2024-03-31 3,105 $29,000 3,035
   Steward Partners Investment Advisory LLC 2425 - 2024-03-31 2,500 $24,000 0
   IFP Advisors Inc 1855 - 2023-12-31 2,000 $21,000 0
   TUCKER ASSET MANAGEMENT LLC 357 - 2023-12-31 1,972 $21,000 -23
   SIMPLEX TRADING LLC 1683 - 2024-03-31 2,083 $19,000 893
   TRUSTCORE FINANCIAL SERVICES LLC 610 - 2022-12-31 1,586 $19,000 0
   Venturi Wealth Management LLC 812 - 2024-03-31 1,598 $15,000 -121
   Atlantic Trust Group LLC 2210 *New 2024-03-31 1,320 $12,000 1,320
   Asset Dedication LLC 667 - 2024-03-31 1,096 $11,000 0
   TD Waterhouse Canada Inc. 1358 *New 2024-03-31 1,110 $10,000 1,110
   CITY HOLDING CO 418 - 2024-03-31 840 $8,000 -615
   NATIONAL BANK OF CANADA /FI/ 2025 - 2024-03-31 900 $8,000 0
   CITIGROUP INC 4304 - 2024-03-31 750 $7,000 0
   Aptus Capital Advisors LLC 1056 - 2024-03-31 600 $6,000 0
   MONTAG A & ASSOCIATES INC 808 - 2024-03-31 500 $5,000 0
   Pacifica Partners Inc. 411 - 2024-03-31 500 $5,000 0
   Global Retirement Partners LLC 2395 - 2024-03-31 500 $5,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 558 - 2024-03-31 360 $3,000 0
   Cassady Schiller Wealth Management LLC 393 - 2024-03-31 286 $3,000 0
   HANSON MCCLAIN, INC. 2717 - 2024-03-31 206 $2,000 6
   Winch Advisory Services LLC 372 - 2024-03-31 203 $2,000 0
   Cape Investment Advisory Inc. 910 - 2023-12-31 200 $2,000 0
   FinTrust Capital Advisors LLC 1105 - 2024-03-31 100 $1,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1120 - 2023-12-31 106 $1,000 0
   Johnson Midwest Financial LLC 340 - 2023-09-30 121 $1,000 0
   BANK OF AMERICA CORP /DE/ 6081 - 2024-03-31 100 $1,000 0
   HM PAYSON & CO 918 - 2023-12-31 105 $1,000 0
   Dunhill Financial LLC 703 - 2024-03-31 70 $1,000 -10
   CVA Family Office LLC 1033 *Closed 2024-03-31 0 $0 -282
   SIGNATUREFD, LLC 3130 - 2024-03-31 0 $0 -34
   PROEQUITIES INC. 4068 - 2024-03-31 0 $0 0
   Creekmur Asset Management LLC 768 *Closed 2024-03-31 0 $0 -1
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 776 *Closed 2024-03-31 0 $0 -10,763
   FMR LLC 5045 - 2024-03-31 4 $0 -10
   PRIVATE TRUST CO NA 2214 *Closed 2024-03-31 0 $0 -378
   WELLS FARGO & CO/MN 6306 - 2024-03-31 1 $0 -101
   AdvisorNet Financial Inc 2102 *Closed 2024-03-31 0 $0 -279
   PNC FINANCIAL SERVICES GROUP INC 4509 *Closed 2024-03-31 0 $0 -2,270
   Capital Investment Advisory Services LLC 1005 *Closed 2024-03-31 0 $0 -4
   ADVISORY SERVICES NETWORK, LLC 3463 *Closed 2024-03-31 0 $0 -5,031
   LM Advisors LLC 626 *Closed 2024-03-31 0 $0 -4,200
   Ronald Blue Trust Inc. 2791 *Closed 2024-03-31 0 $0 -3,350
   Coppell Advisory Solutions LLC 1874 *Closed 2023-12-31 0 $0 -511
   TSFG LLC 933 *Closed 2024-03-31 0 $0 -27
   CX Institutional 565 *Closed 2024-03-31 0 $0 -132,791
   VALLEY NATIONAL ADVISERS INC 1279 *Closed 2024-03-31 0 $0 -725
   US BANCORP 4041 *Closed 2024-03-31 0 $0 -50
   BB&T CORP 2704 *Closed 2024-03-31 0 $0 -10,000

  71 Records found
  1    
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