Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Amplify High Income Etf (YYY)  
$17.68 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    0
Total shares held : 
 5,946,151  
% of shares held : 
 38.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 220,702  
% of shares held change : 
   1.41%  
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
 72,056
 1.21%
 
Increased Positions :
26
 579,663
 9.75%
 
Unchanged Positions :
10
 139,119
 2.34%
 
Decreased Positions :
12
-334,153
-5.62%
 
Closed Positions :
7
-96,864
-1.63%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 952 - 2024-03-31 1,627,128 $19,623,000 169,582
   LJI Wealth Management LLC 10 - 2024-03-31 943,939 $11,384,000 24,685
   MORGAN STANLEY 3337 - 2024-03-31 792,414 $9,557,000 -422,101
   Advisor Group Holdings Inc. 913 - 2024-03-31 510,198 $6,144,000 -252,863
   FREEDOM WEALTH ALLIANCE LLC 6 - 2023-09-30 386,190 $4,291,000 17,695
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1094 - 2024-03-31 218,600 $2,636,000 205,113
   WEDBUSH MORGAN SECURITIES INC 174 - 2024-03-31 194,440 $2,345,000 125,289
   Rockport Wealth LLC 14 - 2024-03-31 135,127 $1,623,000 0
   ENVESTNET ASSET MANAGEMENT INC 2696 - 2024-03-31 133,288 $1,607,000 25,373
   COMMONWEALTH EQUITY SERVICES LLC. 1979 - 2024-03-31 119,075 $1,436,000 18,871
   Capital Investment Advisory Services LLC 157 - 2024-03-31 111,420 $1,344,000 33,944
   PRINCIPAL SECURITIES INC. 388 - 2024-03-31 105,719 $1,275,000 6,631
   Brookstone Capital Management 478 - 2024-03-31 85,886 $1,036,000 -7,299
   FOUNDERS FINANCIAL SECURITIES LLC 195 - 2024-03-31 65,654 $792,000 15,275
   Triumph Capital Management 77 - 2024-03-31 65,769 $789,000 2,604
   Ausdal Financial Partners Inc. 211 - 2024-03-31 61,865 $746,000 3,630
   HIGHTOWER ADVISORS, LLC 1974 - 2024-03-31 60,600 $731,000 -1,450
   Thrive Capital Management LLC 53 *New 2024-03-31 56,709 $684,000 56,709
   Goss Wealth Management LLC 1180 - 2024-03-31 54,546 $658,000 -15,692
   MULTIFINANCIAL SECURITIES CORP 1493 *New 2024-03-31 48,820 $589,000 48,820
   Change Path LLC 531 - 2024-03-31 47,079 $568,000 18,807
   KESTRA PRIVATE WEALTH SERVICES LLC 766 - 2024-03-31 44,390 $535,000 626
   Kestra Advisory Services LLC 1654 - 2024-03-31 41,417 $499,000 -906
   MML INVESTORS SERVICES LLC 1837 - 2024-03-31 37,726 $455,000 -2,798
   Cetera Investment Advisers 1250 - 2024-03-31 37,128 $448,000 -15,171
   EQIS CAPITAL MANAGEMENT, INC. 509 - 2024-03-31 32,263 $389,000 -2,919
   LINCOLN NATIONAL CORP 974 - 2024-03-31 23,518 $284,000 0
   Tidemark LLC 102 - 2024-03-31 21,868 $264,000 3,383
   Strategic Financial Concepts LLC 247 - 2024-03-31 21,800 $263,000 21,800
   FINANCIAL NETWORK 2495 - 2024-03-31 18,861 $227,000 5,000
   JANE STREET GROUP LLC 4667 - 2024-03-31 18,126 $219,000 7,588
   OPPENHEIMER & CO INC 1327 - 2024-03-31 17,338 $209,000 1,532
   CENTAURUS FINANCIAL INC. 611 - 2024-03-31 16,633 $201,000 44
   HARBOUR INVESTMENTS INC. 880 - 2023-12-31 15,985 $186,000 9
   ROYAL BANK OF CANADA 4192 - 2024-03-31 15,300 $185,000 -71,440
   ADVISORY SERVICES NETWORK, LLC 1357 - 2024-03-31 14,911 $180,000 169
   WETHERBY ASSET MANAGEMENT INC 905 *New 2024-03-31 13,775 $166,000 13,775
   FIXED INCOME SECURITIES INC 1168 *New 2024-03-31 13,775 $166,000 13,775
   Asset Allocation Strategies LLC 78 - 2024-03-31 12,990 $157,000 0
   Pensionmark Financial Group LLC 385 *New 2024-03-31 11,051 $133,000 11,051
   Arkadios Wealth Advisors 664 - 2024-03-31 10,685 $129,000 500
   OPTIMUM INVESTMENT ADVISORS 297 - 2024-03-31 6,800 $82,000 0
   First Capital Advisors Group LLC. 274 - 2023-06-30 5,219 $61,000 5,219
   COMERICA BANK 2689 - 2024-03-31 5,067 $61,000 -8,369
   WOLFF WIESE MAGANA LLC 134 - 2024-03-31 4,802 $58,000 679
   Carmichael Hill & Associates Inc. 281 - 2024-03-31 4,755 $57,000 1,156
   Retirement Group LLC 254 - 2024-03-31 3,575 $43,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 863 - 2024-03-31 2,450 $30,000 140
   Future Financial Wealth Managment LLC 327 *New 2024-03-31 2,000 $24,000 2,000
   BELLEVUE ASSET MANAGEMENT LLC 229 - 2024-03-31 1,450 $17,000 0
   HANSON MCCLAIN, INC. 2010 - 2024-03-31 1,000 $12,000 0
   Ahrens Investment Partners LLC 589 *New 2023-03-31 1,000 $12,000 1,000
   Larson Financial Group LLC 1008 *New 2024-03-31 882 $11,000 882
   WELLS FARGO & CO/MN 5149 - 2024-03-31 805 $10,000 -800
   Caitlin John LLC 621 - 2023-12-31 264 $3,000 0
   TOWER RESEARCH CAPITAL LLC 5020 - 2024-03-31 139 $2,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 150 $2,000 0
   Global Retirement Partners LLC 2784 - 2024-03-31 203 $2,000 0
   Coppell Advisory Solutions LLC 1468 *New 2023-12-31 79 $1,000 79
   Independent Wealth Network Inc. 43 *Closed 2024-03-31 0 $0 -124,356
   ORG Partners LLC 561 *Closed 2024-03-31 0 $0 -7,690
   FMR LLC 5047 - 2024-03-31 1 $0 1
   SIMPLEX TRADING LLC 2773 *Closed 2024-03-31 0 $0 -238
   PROEQUITIES INC. 6386 - 2024-03-31 0 $0 0
   SRS Capital Advisors Inc. 1289 *Closed 2024-03-31 0 $0 -110
   AE Wealth Management LLC 1620 *Closed 2024-03-31 0 $0 -40,374
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2439 *Closed 2024-03-31 0 $0 -15,149
   CFO4Life Group LLC 207 *Closed 2024-03-31 0 $0 -24,866
   Endowment Wealth Management Inc. 137 *Closed 2024-03-31 0 $0 -10,472
  69 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us