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: 233    5
Total shares held : 
45,477,810  
% of shares held : 
50.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
872,230  
% of shares held change : 
  0.97%  
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 :
20
 688,200
 1.51%
 
Increased Positions :
86
 2,026,591
 4.46%
 
Unchanged Positions :
35
 1,090,187
 2.4%
 
Decreased Positions :
92
-1,606,970
-3.53%
 
Closed Positions :
15
-235,591
-0.52%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 40 - 2024-03-31 8,666,047 $336,936,000 -341,408
   RAYMOND JAMES & ASSOCIATES 155 - 2024-03-31 4,561,172 $177,338,000 -42,013
   LPL FINANCIAL CORP 188 - 2023-12-31 4,165,464 $152,248,000 53,325
   RETIREMENT PLANNING GROUP 4 - 2024-03-31 2,999,642 $116,626,000 149,793
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 117 - 2024-03-31 1,830,263 $71,161,000 134,468
   JANNEY MONTGOMERY SCOTT LLC 138 - 2023-12-31 1,257,127 $45,948,000 122,420
   UBS Group AG 703 - 2023-12-31 1,247,361 $45,591,000 -212,872
   Consolidated Planning Corp 1 - 2023-12-31 1,101,790 $40,270,000 17,357
   ROYAL BANK OF CANADA 894 - 2023-12-31 858,224 $31,369,000 8,323
   ENVESTNET ASSET MANAGEMENT INC 814 - 2023-12-31 845,879 $30,917,000 63,545
   MBL Wealth LLC 6 - 2024-03-31 783,373 $30,458,000 -39,956
   BB&T CORP 315 - 2023-12-31 832,974 $30,445,000 -58,711
   Advisor Group Holdings Inc. 355 - 2023-12-31 807,537 $29,516,000 -170,518
   Sterling Financial Group Inc. 2 - 2024-03-31 594,844 $23,128,000 261,806
   Steward Partners Investment Advisory LLC 66 - 2023-12-31 602,224 $22,011,000 14,890
   WELLS FARGO & CO/MN 1030 - 2023-12-31 599,579 $21,915,000 57,654
   HIGHTOWER ADVISORS, LLC 461 - 2023-12-31 567,311 $20,740,000 13,375
   COMMONWEALTH EQUITY SERVICES LLC. 486 - 2023-12-31 496,339 $18,141,000 16,482
   Barber Financial Group Inc. 7 - 2023-03-31 436,587 $15,486,000 199,437
   Modern Wealth Management LLC 14 - 2023-12-31 378,983 $13,852,000 0
   Financial Enhancement Group LLC 10 - 2024-03-31 345,328 $13,078,000 3,372
   Tower Wealth Partners Inc. 4 - 2024-03-31 328,772 $12,783,000 4,275
   Financial Designs Corp 5 - 2024-03-31 302,376 $11,756,000 893
   WEST MICHIGAN ADVISORS LLC 2 - 2023-12-31 319,052 $11,661,000 -67,280
   STIFEL FINANCIAL CORP 719 - 2023-12-31 315,593 $11,535,000 -5,007
   MULTIFINANCIAL SECURITIES CORP 134 - 2023-12-31 312,903 $11,437,000 -28,064
   Vantage Financial Partners LLC 9 - 2023-12-31 308,177 $11,264,000 -12,100
   NCM Capital Management LLC 1 - 2023-12-31 294,761 $10,773,000 24,201
   Prostatis Group LLC 1 - 2023-03-31 299,314 $10,616,000 -7,939
   Pasadena Private Wealth LLC 10 - 2024-03-31 252,747 $9,827,000 44,391
   CWM LLC 299 - 2024-03-31 242,187 $9,416,000 15,771
   Atria Wealth Solutions Inc. 182 - 2023-12-31 247,443 $9,055,000 88,286
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 16 - 2023-12-31 237,063 $8,665,000 21,746
   BENJAMIN F. EDWARDS & COMPANY INC. 145 - 2023-12-31 233,082 $8,519,000 6,954
   CITADEL ADVISORS LLC 1264 - 2023-12-31 226,578 $8,281,000 177,815
   Goss Wealth Management LLC 241 - 2023-12-31 220,919 $8,153,000 -10,478
   Private Advisor Group LLC 303 - 2023-12-31 219,787 $8,033,000 -6,055
   Hibernia Wealth Partners LLC 5 - 2023-12-31 213,847 $7,816,000 101,199
   Element Wealth LLC 3 - 2023-12-31 213,128 $7,790,000 8,796
   Phoenix Wealth Advisors 2 - 2024-03-31 185,587 $7,216,000 6,771
   Andesa Financial Management Inc. 3 - 2022-12-31 200,079 $7,175,000 -171,337
   Trilogy Capital Inc. 53 - 2024-03-31 180,715 $7,026,000 101,841
   We Are One Seven LLC 56 *New 2023-12-31 188,778 $6,900,000 188,778
   RiverTree Advisors LLC 9 - 2024-03-31 173,044 $6,728,000 -68,239
   Magnus Financial Group LLC 27 - 2023-12-31 180,404 $6,594,000 -11,032
   Visionary Wealth Advisors 59 - 2023-12-31 177,710 $6,495,000 15,417
   RAYMOND JAMES TRUST CO 131 - 2024-03-31 164,328 $6,389,000 -6,989
   THRIVENT FINANCIAL FOR LUTHERANS 720 - 2023-12-31 173,826 $6,353,000 9,661
   Signal Advisors Wealth LLC 11 - 2024-03-31 149,818 $5,825,000 33,786
   Foguth Wealth Management LLC. 6 - 2024-03-31 149,428 $5,810,000 0
   ForthRight Wealth Management LLC 12 - 2024-03-31 145,291 $5,649,000 -4,505
   MTM Investment Management LLC 8 - 2024-03-31 137,300 $5,338,000 8,787
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 706 - 2024-03-31 136,758 $5,317,000 -11,605
   Souders Financial Advisors - 2023-12-31 142,745 $5,217,000 3,044
   MML INVESTORS SERVICES LLC 589 - 2023-12-31 138,016 $5,044,000 -19,971
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 544 - 2023-12-31 137,271 $5,017,000 7,585
   Stonebrook Private Inc. 15 - 2023-12-31 127,584 $4,663,000 0
   REGAL INVESTMENT ADVISORS, LLC 78 - 2023-12-31 126,274 $4,615,000 -36,063
   Investors Research Corp 16 - 2023-12-31 124,966 $4,568,000 4,418
   MERCER GLOBAL ADVISORS INC /ADV 496 - 2023-12-31 123,823 $4,526,000 -23,188
   Jacobi Capital Management LLC 36 - 2023-12-31 123,301 $4,507,000 -1,181
   FINANCIAL NETWORK 625 - 2023-12-31 121,539 $4,442,000 -18,839
   Moran Wealth Management LLC 184 - 2023-12-31 120,056 $4,388,000 -12,842
   Signature Wealth Management Group 13 - 2024-03-31 108,175 $4,104,000 -1,378
   BARNES PETTEY FINANCIAL ADVISORS LLC 6 - 2023-12-31 104,624 $3,824,000 11,777
   Farrow Financial Inc. 7 - 2023-12-31 103,944 $3,799,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 232 - 2023-12-31 99,699 $3,644,000 -9,405
   Truadvice LLC 15 - 2023-09-30 102,728 $3,584,000 39,701
   Dynamic Advisors Solutions LLC 217 - 2024-03-31 86,613 $3,368,000 7,576
   LINCOLN NATIONAL CORP 196 - 2023-12-31 91,456 $3,343,000 -239
   MidWestOne Financial Group Inc. 35 - 2023-12-31 89,708 $3,279,000 10,304
   TBH Global Asset Management LLC 34 - 2023-12-31 85,006 $3,107,000 -6,749
   NOESIS CAPITAL MANGEMENT CORP 37 - 2023-12-31 83,373 $3,047,000 -500
   JAFFETILCHIN INVESTMENT PARTNERS LLC 61 - 2023-12-31 83,032 $3,035,000 -18,309
   PFG Advisors 110 - 2023-12-31 81,993 $2,997,000 -4,211
   McAdam LLC 68 - 2024-03-31 72,831 $2,832,000 9,074
   MGB Wealth Management LLC 12 - 2023-12-31 75,494 $2,759,000 0
   Spire Wealth Management 210 - 2024-03-31 70,458 $2,739,000 3,234
   Pacitti Group Inc. 12 - 2023-12-31 71,888 $2,628,000 -1,310
   BLAIR WILLIAM & CO/IL 613 - 2023-12-31 71,404 $2,610,000 -9,099
   RENAISSANCE TECHNOLOGIES LLC 1815 - 2023-12-31 68,148 $2,491,000 68,148
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 21 - 2024-03-31 63,930 $2,486,000 3,149
   Capital Investment Advisory Services LLC 90 - 2024-03-31 62,450 $2,428,000 8,862
   Belpointe Asset Management LLC 94 - 2023-12-31 64,195 $2,346,000 759
   Founders Financial Alliance LLC 23 - 2023-12-31 64,019 $2,340,000 -6,574
   Meridian Wealth Advisors LLC 50 - 2023-12-31 64,006 $2,339,000 -13,663
   SPC FINANCIAL, INC. 63 - 2023-12-31 63,279 $2,313,000 -5,474
   Cetera Investment Advisers 740 - 2023-12-31 63,274 $2,313,000 -11,646
   LEVEL FOUR ADVISORY SERVICES LLC 178 - 2023-12-31 62,462 $2,283,000 1,947
   WEDBUSH MORGAN SECURITIES INC 150 - 2023-12-31 61,958 $2,265,000 2,732
   IFP Advisors Inc 216 - 2023-12-31 59,747 $2,184,000 402
   Baron Financial Group LLC *New 2023-12-31 59,390 $2,171,000 59,390
   Sachetta LLC 16 - 2023-12-31 58,785 $2,149,000 0
   Global Assets Advisory LLC 161 *New 2024-03-31 77,460 $2,000,000 77,460
   Ausdal Financial Partners Inc. 105 - 2024-03-31 50,274 $1,955,000 1,505
   HF Advisory Group LLC 28 - 2024-03-31 49,799 $1,936,000 2,007
   Collaborative Wealth Managment Inc. 26 - 2023-12-31 50,830 $1,858,000 -2,107
   LAKE STREET FINANCIAL LLC 96 - 2024-03-31 47,102 $1,831,000 -1,828
   ORG Partners LLC 60 - 2023-12-31 48,698 $1,780,000 4,963
   H D Vest Advisory Services 550 - 2023-12-31 46,806 $1,711,000 -8,225

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