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Get Institutions for : 
Amplify Etho Climate Leadership U.S. ETF (ETHO)  
$57.53 0.20 (0.34%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    8
Total shares held : 
775,925  
% of shares held : 
38.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-141,426  
% of shares held change : 
  -7.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.49  
Last Quarter's Ending Price : 
$55.60  
Last Quarter's Average Price
$50.85  
Change from last quarter's     
avg. price to the last closing  : 
6.68 (13.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 45,263
 5.83%
 
Increased Positions :
14
 40,274
 5.19%
 
Unchanged Positions :
16
 145,015
 18.69%
 
Decreased Positions :
15
-49,624
-6.4%
 
Closed Positions :
15
-177,339
-22.86%
 
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 1485 - 2024-03-31 131,149 $7,671,000 -6,058
   Advisor Group Holdings Inc. 1109 - 2024-03-31 76,069 $4,449,000 5,450
   HARBOUR INVESTMENTS INC. 150 - 2023-12-31 55,862 $3,106,000 419
   PFG Investments LLC 161 - 2024-03-31 39,801 $2,328,000 39,801
   Financial Insights Inc. 34 - 2024-03-31 39,032 $2,283,000 581
   CITADEL ADVISORS LLC 2312 *New 2024-03-31 38,297 $2,240,000 38,297
   Envestnet Portfolio Solutions Inc. 606 - 2024-03-31 37,687 $2,204,000 37,687
   COMMONWEALTH EQUITY SERVICES LLC. 1828 - 2024-03-31 31,274 $1,829,000 -2,707
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1590 - 2024-03-31 20,715 $1,212,000 386
   Cresset Asset Management LLC 960 - 2024-03-31 17,283 $1,011,000 0
   Berger Financial Group Inc *New 2024-03-31 15,530 $908,000 15,530
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1023 - 2023-09-30 17,593 $880,000 -340
   Sonoma Private Wealth LLC 24 - 2024-03-31 13,661 $799,000 8,003
   EVERGREEN CAPITAL MANAGEMENT LLC 364 - 2024-03-31 11,660 $682,000 -908
   Arnhold LLC 84 - 2024-03-31 11,610 $679,000 0
   Good Life Advisors LLC 217 - 2024-03-31 10,596 $620,000 -402
   Allegheny Financial Group LTD 101 - 2024-03-31 10,313 $603,000 -1,928
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3220 - 2024-03-31 10,093 $590,000 -39,425
   Ethic Inc. 722 - 2024-03-31 10,028 $587,000 -455
   ENVESTNET ASSET MANAGEMENT INC 3363 - 2024-03-31 9,087 $532,000 9,087
   Atria Wealth Solutions Inc. 1227 - 2024-03-31 9,030 $528,000 0
   Marks Group Wealth Management Inc 221 - 2024-03-31 8,090 $473,000 0
   CREATIVE PLANNING 2109 - 2024-03-31 5,958 $348,000 -1,065
   Kestra Advisory Services LLC 1962 - 2024-03-31 5,245 $307,000 1,368
   DAVIDSON D A & CO 1182 - 2024-03-31 5,034 $294,000 -11
   Mutual Advisors LLC 881 - 2024-03-31 4,752 $278,000 -79
   BLAIR WILLIAM & CO/IL 1276 - 2024-03-31 4,728 $277,000 0
   CAPROCK Group Inc. 585 *New 2024-03-31 4,714 $276,000 4,714
   Federation des caisses Desjardins du Quebec 1008 - 2024-03-31 4,610 $270,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2335 - 2024-03-31 4,370 $256,000 697
   MECHANICS BANK TRUST DEPARTMENT *New 2024-03-31 4,215 $247,000 4,215
   ROYAL BANK OF CANADA 3978 - 2024-03-31 4,157 $243,000 -50
   WHITTIER TRUST CO 630 - 2024-03-31 3,742 $219,000 0
   Private Advisor Group LLC 2082 - 2024-03-31 3,534 $207,000 -567
   PROEQUITIES INC. 751 - 2024-03-31 2,761 $161,000 30
   4Thought Financial Group Inc. 50 - 2024-03-31 1,509 $88,000 362
   Global Retirement Partners LLC 1178 - 2024-03-31 1,310 $77,000 24
   FRANKLIN RESOURCES INC 2608 *New 2024-03-31 1,250 $73,000 1,250
   Westside Investment Management Inc. *New 2024-03-31 600 $35,000 600
   PRINCIPAL SECURITIES INC. 1768 - 2024-03-31 524 $31,000 327
   NATIONAL BANK OF CANADA /FI/ 1769 - 2024-03-31 439 $25,000 0
   J P MORGAN CHASE & CO 4953 *New 2024-03-31 310 $18,000 310
   MORGAN STANLEY 6381 - 2024-03-31 198 $12,000 2
   US BANCORP 3224 - 2024-03-31 200 $12,000 0
   HANSON INVESTMENT MANAGEMENT 417 *New 2024-03-31 130 $8,000 130
   Newton One Investments LLC *New 2024-03-31 85 $5,000 85
   BANK OF AMERICA CORP /DE/ 5908 *New 2024-03-31 83 $5,000 83
   SRS Capital Advisors Inc. 948 - 2024-03-31 66 $4,000 66
   FMR LLC 4611 - 2024-03-31 24 $1,000 0
   Hartland & Co. LLC 1381 - 2024-03-31 10 $1,000 10
   Aptus Capital Advisors LLC 1142 *New 2024-03-31 10 $1,000 10
   Berger Financial Group Inc 362 *Closed 2024-03-31 0 $0 -17,893
   Creative Capital Management Investments LLC 209 *Closed 2024-03-31 0 $0 -1,222
   MECHANICS BANK TRUST DEPARTMENT 188 *Closed 2024-03-31 0 $0 -4,215
   BAILARD BIEHL & KAISER INC 744 *Closed 2024-03-31 0 $0 -54,670
   Wealth Alliance Advisory Group LLC 190 *Closed 2024-03-31 0 $0 -7,200
   WCG Wealth Advisors LLC 268 *Closed 2024-03-31 0 $0 -23,687
   WELLS FARGO & CO/MN 6305 - 2024-03-31 0 $0 -926
   UBS Group AG 7851 *Closed 2024-03-31 0 $0 -633
   Newton One Investments LLC 112 *Closed 2024-03-31 0 $0 -85
   IEQ CAPITAL LLC 997 *Closed 2024-03-31 0 $0 -9,128
   Advisory Alpha LLC 393 *Closed 2024-03-31 0 $0 -7,761
   Spire Wealth Management 2354 *Closed 2024-03-31 0 $0 -80
   Stonehearth Capital Management LLC 79 *Closed 2024-03-31 0 $0 -39,418
   ORG Partners LLC 1032 *Closed 2024-03-31 0 $0 -3,516
   Westside Investment Management Inc. 869 *Closed 2024-03-31 0 $0 -600

  66 Records found
  1    
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