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Get Institutions for : 
Amplify Yieldshares Cwp Dividend And Option Income Etf (DIVO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 199 - 2024-03-31 4,253,310 $165,369,000 87,846
   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 126 - 2024-03-31 1,372,634 $53,368,000 115,507
   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
   WELLS FARGO & CO/MN 1031 - 2024-03-31 606,885 $23,596,000 7,306
   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
   Barber Financial Group Inc. 7 - 2023-03-31 436,587 $15,486,000 199,437
   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
   Vantage Financial Partners LLC 9 - 2024-03-31 316,785 $12,317,000 8,608
   Financial Designs Corp 5 - 2024-03-31 302,376 $11,756,000 893
   NCM Capital Management LLC 1 - 2023-12-31 294,761 $10,773,000 24,201
   Hibernia Wealth Partners LLC 3 - 2024-03-31 262,256 $10,197,000 48,409
   Pasadena Private Wealth LLC 10 - 2024-03-31 252,747 $9,827,000 44,391
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 14 - 2024-03-31 250,646 $9,745,000 13,583
   BENJAMIN F. EDWARDS & COMPANY INC. 144 - 2024-03-31 244,660 $9,512,000 11,578
   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
   Element Wealth LLC 3 - 2024-03-31 213,232 $8,290,000 104
   CITADEL ADVISORS LLC 1264 - 2023-12-31 226,578 $8,281,000 177,815
   Phoenix Wealth Advisors 2 - 2024-03-31 185,587 $7,216,000 6,771
   Trilogy Capital Inc. 53 - 2024-03-31 180,715 $7,026,000 101,841
   Visionary Wealth Advisors 59 - 2023-12-31 177,710 $6,495,000 15,417
   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
   Souders Financial Advisors 32 - 2024-03-31 146,866 $5,710,000 4,121
   MTM Investment Management LLC 8 - 2024-03-31 137,300 $5,338,000 8,787
   Stonebrook Private Inc. 16 - 2024-03-31 136,165 $5,294,000 8,581
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 544 - 2023-12-31 137,271 $5,017,000 7,585
   Investors Research Corp 16 - 2024-03-31 127,851 $4,971,000 2,885
   Jacobi Capital Management LLC 38 - 2024-03-31 125,008 $4,860,000 1,707
   Farrow Financial Inc. 9 - 2024-03-31 108,107 $4,203,000 4,163
   LINCOLN NATIONAL CORP 201 - 2024-03-31 96,666 $3,758,000 5,210
   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
   MidWestOne Financial Group Inc. 35 - 2023-12-31 89,708 $3,279,000 10,304
   Baron Financial Group LLC 17 - 2024-03-31 82,760 $3,218,000 23,370
   BlueChip Wealth Advisors LLC 15 - 2024-03-31 78,961 $3,070,000 50,347
   McAdam LLC 68 - 2024-03-31 72,831 $2,832,000 9,074
   SPC FINANCIAL, INC. 63 - 2024-03-31 72,637 $2,824,000 9,358
   Spire Wealth Management 210 - 2024-03-31 70,458 $2,739,000 3,234
   RENAISSANCE TECHNOLOGIES LLC 1815 - 2023-12-31 68,148 $2,491,000 68,148
   Meridian Wealth Advisors LLC 49 - 2024-03-31 64,030 $2,489,000 24
   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
   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
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 247 - 2024-03-31 50,670 $1,970,000 10,555
   Financial Advocates Investment Management 184 - 2024-03-31 50,353 $1,958,000 8,026
   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
   H D Vest Advisory Services 551 - 2024-03-31 47,740 $1,856,000 934
   Northwest Financial Advisors 15 - 2024-03-31 40,683 $1,582,000 5,609
   Qube Research & Technologies Ltd 1435 - 2023-12-31 41,317 $1,510,000 9,928
   Capital Wealth Planning LLC 78 - 2024-03-31 36,355 $1,413,000 5,743
   Altus Wealth Group LLC 38 - 2024-03-31 35,699 $1,388,000 10,987
   DAVIDSON D A & CO 619 - 2023-12-31 35,740 $1,306,000 625
   CAP Partners LLC 21 - 2024-03-31 33,405 $1,299,000 1,212
   PROSPERA FINANCIAL SERVICES 421 - 2023-12-31 32,998 $1,206,000 574
   Kestra Advisory Services LLC 1082 - 2023-12-31 29,406 $1,075,000 1,946
   PRINCIPAL SECURITIES INC. 454 - 2024-03-31 25,074 $975,000 6,260
   Strategic Financial Concepts LLC 99 - 2024-03-31 24,931 $969,000 251
   ICA Group Wealth Management LLC 100 - 2023-12-31 25,228 $922,000 4,090
   CFO4Life Group LLC 68 - 2024-03-31 23,569 $916,000 360
   Allred Capital Management LLC 69 - 2024-03-31 21,651 $842,000 259
   Retirement Group LLC 52 - 2024-03-31 20,655 $803,000 500
   Capital Investment Advisors LLC 323 - 2024-03-31 19,803 $770,000 2,692
   Capital Advisory Group Advisory Services LLC 70 - 2024-03-31 18,214 $708,000 1,593
   Sigma Planning Corp 620 - 2024-03-31 18,082 $703,000 11,784
   Marest Capital LLC 8 - 2024-03-31 17,967 $699,000 3,710
   Gateway Wealth Partners LLC 81 - 2023-12-31 18,469 $675,000 9,523
   YARGER WEALTH STRATEGIES LLC 42 - 2024-03-31 15,116 $588,000 118
   Berger Financial Group Inc 190 - 2024-03-31 14,549 $566,000 58
   Lane & Associates LLC 60 - 2024-03-31 14,122 $549,000 151
   HBK SORCE ADVISORY LLC 319 - 2024-03-31 13,875 $539,000 718
   Concurrent Investment Advisors LLC 543 - 2024-03-31 12,978 $505,000 692
   Brookstone Capital Management 646 - 2024-03-31 11,310 $440,000 2,410
   COWA LLC 79 - 2024-03-31 11,262 $438,000 477
   Asset Allocation Strategies LLC 51 - 2024-03-31 10,430 $406,000 1,428
   Joseph P. Lucia & Associates LLC 83 - 2024-03-31 10,410 $405,000 12
   Advisory Alpha LLC 249 - 2024-03-31 10,085 $392,000 429
   Stratos Wealth Advisors LLC 534 - 2024-03-31 8,799 $342,000 711
   PROEQUITIES INC. 520 - 2024-03-31 8,724 $339,000 3,975
   Capital Market Strategies LLC 89 - 2024-03-31 8,551 $332,000 1,005
   AE Wealth Management LLC 1668 - 2023-12-31 8,366 $311,000 335
   Patriot Financial Group Insurance Agency LLC 362 - 2024-03-31 10,522 $303,000 2,157
   Gilliland Jeter Wealth Management LLC 149 - 2024-03-31 6,561 $255,000 31
   VIRTU FINANCIAL LLC 681 - 2023-12-31 6,981 $255,000 6,981
   CAPROCK Group Inc. 619 - 2024-03-31 6,336 $246,000 76
   SIGNATUREFD, LLC 879 - 2024-03-31 4,553 $177,000 4,553
   US BANCORP 2110 - 2024-03-31 4,126 $160,000 1,622
   ANCORA ADVISORS, LLC 727 - 2023-12-31 3,265 $119,000 39
   Global Retirement Partners LLC 1395 - 2024-03-31 1,279 $50,000 242
   BELLEVUE ASSET MANAGEMENT LLC 189 - 2024-03-31 818 $32,000 2
   CREATIVE FINANCIAL DESIGNS INC /ADV 918 - 2024-03-31 611 $24,000 387
   NBC SECURITIES INC. 1447 - 2024-03-31 520 $21,000 6

  100 Records found
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