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Get Institutions for : 
Amplify Transformational Data Sharing (BLOK)  
$31.30 0.81 (2.52%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    13
Total shares held : 
20,380,895  
% of shares held : 
74.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
15,094,351  
% of shares held change : 
  55.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$19.88  
Last Quarter's Ending Price : 
$29.85  
Last Quarter's Average Price
$23.52  
Change from last quarter's     
avg. price to the last closing  : 
7.78 (33.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 430,527
 2.11%
 
Increased Positions :
40
 15,746,583
 77.26%
 
Unchanged Positions :
65
 209,692
 1.03%
 
Decreased Positions :
53
-1,034,474
-5.08%
 
Closed Positions :
14
-48,285
-0.24%
 
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
   CITADEL ADVISORS LLC 31 - 2023-12-31 12,051,231 $359,729,000 12,000,802
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 95 - 2023-12-31 3,096,139 $92,420,000 3,064,688
   CX Institutional 28 - 2024-03-31 462,342 $16,848,000 20,994
   Toroso Investments LLC 85 - 2023-12-31 310,722 $9,275,000 288,400
   MML INVESTORS SERVICES LLC 546 - 2023-12-31 191,049 $5,703,000 34,687
   HIGHTOWER ADVISORS, LLC 1026 - 2023-12-31 145,383 $4,337,000 9,804
   GRADIENT INVESTMENTS LLC 150 - 2024-03-31 113,901 $4,151,000 51,253
   JANNEY MONTGOMERY SCOTT LLC 961 - 2024-03-31 82,712 $3,014,000 25,180
   Florin Court Capital LLP - 2024-03-31 81,630 $2,975,000 22,930
   ENVESTNET ASSET MANAGEMENT INC 2221 - 2023-12-31 98,181 $2,931,000 7,766
   NWAM LLC 120 - 2023-12-31 70,483 $2,104,000 15,275
   SFMG, LLC 72 - 2023-12-31 61,969 $1,850,000 831
   WELLS FARGO & CO/MN 2731 - 2023-12-31 47,856 $1,428,000 11,805
   LINCOLN NATIONAL CORP - 2024-03-31 38,572 $1,406,000 38,572
   Strategic Wealth Designers 55 - 2023-12-31 42,110 $1,257,000 234
   Financial Advocates Investment Management - 2024-03-31 30,107 $1,097,000 14,703
   Gainplan LLC 22 - 2024-03-31 25,534 $930,000 919
   Wealthfront Advisers LLC 650 - 2024-03-31 22,660 $826,000 3,585
   INTL FCSTONE INC. 175 - 2024-03-31 22,240 $810,000 250
   Brookstone Capital Management 534 - 2024-03-31 20,680 $754,000 6,819
   AdvisorNet Financial Inc 286 - 2024-03-31 15,161 $552,000 1,900
   Householder Group Estate & Retirement Specialist L - 2024-03-31 11,835 $431,000 11,662
   Stratos Wealth Partners LTD. 1008 - 2024-03-31 9,798 $357,000 644
   CREATIVE PLANNING 2007 - 2023-12-31 11,134 $332,000 239
   Kestra Advisory Services LLC 1778 - 2023-12-31 10,955 $327,000 653
   ARBOR CAPITAL MANAGEMENT INC /ADV 88 - 2023-12-31 11,166 $319,000 550
   ROMAN BUTLER FULLERTON & CO 164 - 2024-03-31 9,616 $309,000 1,945
   Private Advisor Group LLC - 2024-03-31 7,698 $281,000 699
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 7,454 $272,000 8
   Farther Finance Advisors LLC 484 - 2023-12-31 8,850 $264,000 7,592
   BANK OF AMERICA CORP /DE/ 4947 - 2023-12-31 7,550 $225,000 225
   VitalStone Financial LLC 102 - 2023-12-31 5,876 $175,000 4,596
   Resurgent Financial Advisors LLC 237 - 2023-12-31 3,630 $108,000 16
   CITIGROUP INC 3257 - 2023-12-31 3,500 $104,000 900
   HARBOUR INVESTMENTS INC. 1285 - 2023-12-31 2,365 $71,000 482
   Spire Wealth Management 1282 - 2024-03-31 1,119 $41,000 500
   ICA Group Wealth Management LLC 568 - 2023-12-31 1,326 $40,000 1,326
   Rosenberg Matthew Hamilton 461 - 2024-03-31 1,071 $38,000 12
   First Capital Advisors Group LLC. 370 - 2023-06-30 1,293 $29,000 1,293
   Asset Dedication LLC 560 - 2024-03-31 624 $23,000 3
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 434 $16,000 129
   GPS Wealth Strategies Group LLC - 2024-03-31 390 $14,000 140
   SJS Investment Consulting Inc. 328 - 2024-03-31 364 $13,000 62
   BARCLAYS PLC 3854 - 2023-12-31 354 $11,000 354
   Cedar Mountain Advisors LLC 207 - 2024-03-31 198 $7,000 2
   TOWER RESEARCH CAPITAL LLC 4630 - 2023-12-31 237 $7,000 83
   BELLEVUE ASSET MANAGEMENT LLC 321 - 2024-03-31 110 $4,000 2
   Newbridge Financial Services Group Inc. 920 - 2024-03-31 100 $4,000 100
   Archer Investment Corp 900 - 2023-12-31 23 $1,000 5

  49 Records found
  1    
  Page 1 of 1
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