Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Amplify Yieldshares Cwp Dividend And Option Income Etf (DIVO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 282    2
Total shares held : 
57,669,534  
% of shares held : 
64.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  78  
Amount of shares held : 
3,712,460  
% of shares held change : 
  4.12%  
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 :
24
 209,195
 0.36%
 
Increased Positions :
155
 5,357,043
 9.29%
 
Unchanged Positions :
28
 318,330
 0.55%
 
Decreased Positions :
75
-1,646,751
-2.86%
 
Closed Positions :
26
-207,027
-0.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 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
   RAYMOND JAMES FINANCIAL INC 82 - 2025-03-31 14,527,920 $592,303,000 486,905
   LPL FINANCIAL CORP 199 - 2025-03-31 6,181,267 $252,010,000 669,375
   RETIREMENT PLANNING GROUP 6 - 2025-03-31 2,660,216 $108,457,000 -997,080
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 94 - 2025-03-31 2,590,073 $105,597,000 114,338
   JANNEY MONTGOMERY SCOTT LLC 117 - 2025-03-31 1,611,072 $65,683,000 119,537
   UBS Group AG 998 - 2025-03-31 1,567,710 $63,916,000 184,805
   MORGAN STANLEY 1665 - 2025-03-31 1,447,362 $59,009,000 986,056
   ROYAL BANK OF CANADA 702 - 2025-03-31 1,355,294 $55,255,000 44,794
   ENVESTNET ASSET MANAGEMENT INC 681 - 2025-03-31 1,338,383 $54,566,000 164,741
   HIGHTOWER ADVISORS, LLC 311 - 2025-03-31 1,093,759 $44,593,000 516,853
   BB&T CORP 252 - 2025-03-31 999,548 $40,752,000 80,306
   MBL Wealth LLC 5 - 2025-03-31 861,165 $35,110,000 5,667
   Steward Partners Investment Advisory LLC 71 - 2025-03-31 794,785 $32,403,000 132,064
   Advisor Group Holdings Inc. 280 - 2025-03-31 778,662 $31,748,000 151,865
   WELLS FARGO & CO/MN 988 - 2025-03-31 711,529 $29,009,000 82,092
   Sterling Financial Group Inc. 3 - 2025-03-31 685,028 $27,929,000 22,530
   Consolidated Planning Corp 4 - 2025-03-31 593,044 $24,178,000 -29,765
   Fundamentun LLC 22 - 2025-03-31 583,681 $23,797,000 34,214
   Cetera Investment Advisers 435 - 2025-03-31 535,492 $21,832,000 21,264
   NBZ Investment Advisors LLC 2 - 2025-03-31 456,855 $18,626,000 7,937
   STIFEL FINANCIAL CORP 618 - 2025-03-31 424,647 $17,313,000 41,730
   Vantage Financial Partners LLC 5 - 2025-03-31 418,104 $17,046,000 3,048
   Second Half Financial Partners LLC 3 - 2025-03-31 416,988 $17,001,000 319,173
   Hibernia Wealth Partners LLC 2 - 2025-03-31 407,798 $16,626,000 15,875
   Prostatis Group LLC 4 - 2025-03-31 394,960 $16,103,000 61,767
   Modern Wealth Management LLC 48 - 2025-03-31 389,776 $15,891,000 1,122
   CWM LLC 274 - 2025-03-31 357,182 $14,562,000 26,388
   WEST MICHIGAN ADVISORS LLC 2 - 2025-03-31 346,799 $14,139,000 3,692
   Goss Wealth Management LLC 242 - 2025-03-31 346,251 $14,117,000 23,899
   COMMONWEALTH EQUITY SERVICES LLC. 697 - 2025-03-31 345,975 $14,105,000 7,412
   Atria Wealth Solutions Inc. 137 - 2025-03-31 332,670 $13,580,000 -3,019
   CARY STREET PARTNERS FINANCIAL LLC 62 - 2025-03-31 318,031 $12,966,000 12,601
   Financial Designs Corp 4 - 2025-03-31 289,867 $11,818,000 -715
   NCM Capital Management LLC 3 - 2025-03-31 287,824 $11,735,000 2,200
   BANK OF NEW YORK MELLON CORP 1769 - 2025-03-31 285,606 $11,644,000 -10,639
   MML INVESTORS SERVICES LLC 442 - 2025-03-31 261,709 $10,670,000 146,075
   Pasadena Private Wealth LLC 13 - 2025-03-31 258,840 $10,553,000 -121,317
   BENJAMIN EDWARDS INC 156 - 2025-03-31 254,941 $10,394,000 -21,068
   Tower Wealth Partners Inc. 10 - 2025-03-31 243,627 $9,933,000 -858
   Element Wealth LLC 3 - 2025-03-31 225,270 $9,184,000 -1,342
   Visionary Wealth Advisors 48 - 2025-03-31 220,597 $8,994,000 15,404
   Private Advisor Group LLC 366 - 2025-03-31 219,088 $8,932,000 49,343
   Souders Financial Advisors 22 - 2025-03-31 217,016 $8,848,000 23,445
   Capital Investment Advisory Services LLC 25 - 2025-03-31 214,692 $8,753,000 5,546
   We Are One Seven LLC 67 - 2025-03-31 211,586 $8,626,000 9,364
   Phoenix Wealth Advisors 6 - 2025-03-31 195,061 $7,953,000 1,921
   SAGESPRING WEALTH PARTNERS LLC 63 - 2025-03-31 186,323 $7,596,000 7,975
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 623 - 2025-03-31 177,643 $7,243,000 29,641
   RiverTree Advisors LLC 6 - 2025-03-31 173,453 $7,072,000 -97
   Foguth Wealth Management LLC. 17 - 2025-03-31 172,580 $7,036,000 -134,021
   Investors Research Corp 13 - 2025-03-31 165,274 $6,738,000 13,184
   GREAT VALLEY ADVISOR GROUP INC. 150 - 2025-03-31 161,842 $6,598,000 3,171
   MTM Investment Management LLC 9 - 2025-03-31 161,570 $6,579,000 5,826
   Signal Advisors Wealth LLC 42 - 2025-03-31 154,809 $6,312,000 -133,262
   Magnus Financial Group LLC 36 - 2025-03-31 154,312 $6,291,000 -1,603
   REGAL INVESTMENT ADVISORS, LLC 50 - 2025-03-31 153,363 $6,253,000 73,188
   Trilogy Capital Inc. 47 - 2025-03-31 149,004 $6,075,000 -5,531
   ForthRight Wealth Management LLC 12 - 2025-03-31 143,309 $5,843,000 1,663
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 125 - 2025-03-31 142,003 $5,789,000 44,830
   TBH Global Asset Management LLC 17 - 2025-03-31 147,145 $5,681,000 46,046
   KESTRA PRIVATE WEALTH SERVICES LLC 239 - 2025-03-31 134,685 $5,491,000 8,001
   Equitable Holdings Inc. 284 - 2025-03-31 127,933 $5,216,000 13,222
   Stonebrook Private Inc. 17 - 2025-03-31 125,841 $5,131,000 9
   SIERRA OCEAN LLC 10 - 2025-03-31 116,212 $4,739,000 5,163
   BARNES PETTEY FINANCIAL ADVISORS LLC 4 - 2025-03-31 112,230 $4,576,000 7,004
   VICTORY FINANCIAL GROUP LLC 22 - 2025-03-31 115,455 $4,541,000 712
   Farrow Financial Inc. 9 - 2025-03-31 110,765 $4,516,000 -647
   Dynamic Advisors Solutions LLC 167 - 2025-03-31 110,506 $4,505,000 -331
   Sovran Advisors LLC 38 - 2025-03-31 113,095 $4,414,000 14,571
   Good Steward Wealth AdvisorsLLC 3 - 2025-03-31 108,159 $4,410,000 0
   BANK OF AMERICA CORP /DE/ 3225 - 2025-03-31 107,702 $4,391,000 35,067
   Signature Wealth Management Group 20 - 2025-03-31 106,853 $4,356,000 -394
   JAFFETILCHIN INVESTMENT PARTNERS LLC 51 - 2025-03-31 106,415 $4,339,000 -2,266
   BlueChip Wealth Advisors LLC 14 - 2025-03-31 101,592 $4,142,000 15,198
   Baron Financial Group LLC 17 - 2025-03-31 97,847 $3,989,000 3,127
   Ausdal Financial Partners Inc. 76 - 2025-03-31 95,120 $3,878,000 41,801
   Capital Advisory Group Advisory Services LLC 14 - 2025-03-31 94,523 $3,854,000 7,023
   DAVID R. RAHN & ASSOCIATES INC. 30 - 2025-03-31 91,503 $3,731,000 1,685
   Snowden Capital Advisors LLC 187 - 2025-03-31 87,552 $3,569,000 24,971
   WEDBUSH MORGAN SECURITIES INC 113 - 2025-03-31 86,583 $3,530,000 2,149
   EverSource Wealth Advisors LLC 107 - 2025-03-31 85,894 $3,502,000 50,132
   SPC FINANCIAL, INC. 62 - 2025-03-31 85,552 $3,488,000 1,841
   Pacitti Group Inc. 16 - 2025-03-31 84,715 $3,454,000 26
   McAdam LLC 65 - 2025-03-31 78,977 $3,220,000 395
   MGB Wealth Management LLC 13 - 2025-03-31 77,927 $3,170,000 2,516
   NOESIS CAPITAL MANGEMENT CORP 33 - 2025-03-31 77,418 $3,156,000 125
   LEVEL FOUR ADVISORY SERVICES LLC 198 - 2025-03-31 75,522 $3,079,000 2,753
   Caliber Wealth Management LLC / KS 60 - 2025-03-31 75,092 $3,061,000 0
   H D Vest Advisory Services 565 - 2025-03-31 74,851 $3,052,000 26,053
   Rockefeller Capital Management L.P. 879 - 2025-03-31 73,189 $2,984,000 37,800
   PFG Advisors 154 - 2025-03-31 72,832 $2,969,000 -1,986
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 23 - 2025-03-31 71,655 $2,921,000 489
   Jacobi Capital Management LLC 88 - 2025-03-31 70,985 $2,894,000 2,368
   Spire Wealth Management 205 - 2025-03-31 70,739 $2,884,000 4,129
   MidWestOne Financial Group Inc. 57 - 2025-03-31 70,217 $2,863,000 -20,903
   Moran Wealth Management LLC 241 - 2025-03-31 69,648 $2,840,000 -1,693
   BLAIR WILLIAM & CO/IL 634 - 2025-03-31 68,896 $2,809,000 -2,996
   Centric Wealth Management 49 - 2025-03-31 66,524 $2,712,000 3,856
   Meridian Wealth Advisors LLC 48 - 2025-03-31 66,379 $2,706,000 3,025
   Plotkin Financial Advisors LLC 18 - 2025-03-31 59,446 $2,424,000 -1,277

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results