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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 2658 - 2023-12-31 255,449 $2,693,000 -103,695
   LPL FINANCIAL CORP 2732 - 2023-12-31 129,882 $1,369,000 -1,940
   UBS Group AG 3312 - 2023-12-31 107,656 $1,135,000 9,255
   JANE STREET GROUP LLC 3212 - 2023-12-31 93,076 $981,000 44,002
   CITADEL ADVISORS LLC 3028 - 2023-12-31 85,533 $902,000 80,549
   ROYAL BANK OF CANADA 3305 - 2023-12-31 71,366 $752,000 154
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3673 - 2023-12-31 50,722 $535,000 6,326
   RAYMOND JAMES & ASSOCIATES 3192 - 2024-03-31 40,048 $378,000 -7
   Integrated Wealth Concepts LLC 1197 - 2023-12-31 31,691 $334,000 -581
   Advisor Group Holdings Inc. 3489 - 2023-12-31 31,592 $333,000 -14,873
   COMMONWEALTH EQUITY SERVICES LLC. 3195 - 2024-03-31 33,167 $313,000 -28,313
   Kestra Advisory Services LLC 1914 - 2023-12-31 25,009 $264,000 -2,031
   Goss Wealth Management LLC 1679 - 2023-12-31 20,000 $211,000 -13,296
   HIGHTOWER ADVISORS, LLC 2976 - 2023-12-31 16,850 $175,000 -17,781
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3174 - 2024-03-31 12,152 $115,000 -1,715
   BB&T CORP 2507 - 2023-12-31 10,000 $105,000 -1,647
   CWM LLC 1913 - 2024-03-31 9,593 $91,000 -1,274
   MORGAN STANLEY 5843 - 2023-12-31 6,826 $72,000 -900
   Twin Lakes Capital Management LLC 127 - 2023-12-31 6,076 $64,000 0
   ADVISORY SERVICES NETWORK, LLC 1959 *New 2023-12-31 5,031 $53,000 5,031
   MILESTONE GROUP INC - 2024-03-31 5,470 $52,000 0
   LM Advisors LLC 338 - 2023-12-31 4,200 $44,000 0
   HARBOUR INVESTMENTS INC. 1574 - 2023-12-31 3,585 $38,000 -490
   Steward Partners Investment Advisory LLC 2262 - 2023-12-31 2,500 $26,000 0
   PNC FINANCIAL SERVICES GROUP INC 3314 - 2023-12-31 2,270 $24,000 -5,309
   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
   Asset Dedication LLC 667 - 2024-03-31 1,096 $11,000 0
   NATIONAL BANK OF CANADA /FI/ 2021 - 2023-12-31 900 $9,000 400
   CITY HOLDING CO 418 - 2024-03-31 840 $8,000 -615
   CITIGROUP INC 4256 - 2023-12-31 750 $8,000 0
   Aptus Capital Advisors LLC 818 *New 2023-12-31 600 $6,000 600
   MONTAG A & ASSOCIATES INC 817 - 2023-12-31 500 $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 498 - 2023-12-31 360 $4,000 11
   Cassady Schiller Wealth Management LLC 375 - 2023-12-31 286 $3,000 0
   HANSON MCCLAIN, INC. 2717 - 2024-03-31 206 $2,000 6
   Winch Advisory Services LLC 353 - 2023-12-31 203 $2,000 6
   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
   BANK OF AMERICA CORP /DE/ 5994 - 2023-12-31 100 $1,000 0
   WELLS FARGO & CO/MN 5501 - 2023-12-31 102 $1,000 -799
   Johnson Midwest Financial LLC 340 - 2023-09-30 121 $1,000 0
   HM PAYSON & CO 918 - 2023-12-31 105 $1,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3090 - 2023-12-31 70 $1,000 70
   US BANCORP 3754 *New 2023-12-31 50 $1,000 50
   Dunhill Financial LLC 507 *New 2023-12-31 80 $1,000 80
   CVA Family Office LLC 1033 *Closed 2024-03-31 0 $0 -282
   SIGNATUREFD, LLC - 2024-03-31 0 $0 -34
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 776 *Closed 2024-03-31 0 $0 -10,763
   PRIVATE TRUST CO NA 2214 *Closed 2024-03-31 0 $0 -378
   FMR LLC 4843 - 2023-12-31 14 $0 -486
   Moors & Cabot Inc. 829 *Closed 2023-12-31 0 $0 -29,416
   BANK OF MONTREAL /CAN/ 3462 *Closed 2023-12-31 0 $0 -511
   AdvisorNet Financial Inc 2102 *Closed 2024-03-31 0 $0 -279
   Coppell Advisory Solutions Corp. 1081 *Closed 2023-03-31 0 $0 -511
   Capital Investment Advisory Services LLC 1005 *Closed 2024-03-31 0 $0 -4
   Creekmur Asset Management LLC - 2023-12-31 1 $0 0
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -3,350
   MCCORMACK ADVISORS INTERNATIONAL 1076 *Closed 2023-12-31 0 $0 -10,943
   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

  70 Records found
  1    
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