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
   UBS Group AG 703 - 2023-12-31 1,247,361 $45,591,000 -212,872
   Advisor Group Holdings Inc. 286 - 2024-03-31 804,905 $31,259,000 -2,632
   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
   Consolidated Planning Corp 4 - 2024-03-31 629,263 $24,466,000 -472,527
   HIGHTOWER ADVISORS, LLC 449 - 2024-03-31 543,841 $21,146,000 -23,470
   COMMONWEALTH EQUITY SERVICES LLC. 510 - 2024-03-31 490,427 $19,068,000 -5,912
   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
   Prostatis Group LLC 1 - 2023-03-31 299,314 $10,616,000 -7,939
   Private Advisor Group LLC 311 - 2024-03-31 214,724 $8,348,000 -5,063
   Goss Wealth Management LLC 241 - 2023-12-31 220,919 $8,153,000 -10,478
   Andesa Financial Management Inc. 3 - 2022-12-31 200,079 $7,175,000 -171,337
   RiverTree Advisors LLC 9 - 2024-03-31 173,044 $6,728,000 -68,239
   Magnus Financial Group LLC 28 - 2024-03-31 168,705 $6,559,000 -11,699
   RAYMOND JAMES TRUST CO 131 - 2024-03-31 164,328 $6,389,000 -6,989
   ForthRight Wealth Management LLC 12 - 2024-03-31 145,291 $5,649,000 -4,505
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 706 - 2024-03-31 136,758 $5,317,000 -11,605
   MML INVESTORS SERVICES LLC 589 - 2023-12-31 138,016 $5,044,000 -19,971
   REGAL INVESTMENT ADVISORS, LLC 78 - 2023-12-31 126,274 $4,615,000 -36,063
   MERCER GLOBAL ADVISORS INC /ADV 496 - 2023-12-31 123,823 $4,526,000 -23,188
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 252 - 2024-03-31 96,304 $3,744,000 -3,395
   BARNES PETTEY FINANCIAL ADVISORS LLC 7 - 2024-03-31 81,718 $3,177,000 -22,906
   NOESIS CAPITAL MANGEMENT CORP 37 - 2024-03-31 81,193 $3,157,000 -2,180
   PFG Advisors 115 - 2024-03-31 79,357 $3,085,000 -2,636
   JAFFETILCHIN INVESTMENT PARTNERS LLC 61 - 2023-12-31 83,032 $3,035,000 -18,309
   MGB Wealth Management LLC 14 - 2024-03-31 75,323 $2,929,000 -171
   TBH Global Asset Management LLC 37 - 2024-03-31 75,240 $2,925,000 -9,766
   BLAIR WILLIAM & CO/IL 613 - 2024-03-31 68,927 $2,680,000 -2,477
   Pacitti Group Inc. 12 - 2023-12-31 71,888 $2,628,000 -1,310
   Founders Financial Alliance LLC 23 - 2023-12-31 64,019 $2,340,000 -6,574
   Cetera Investment Advisers 740 - 2023-12-31 63,274 $2,313,000 -11,646
   Belpointe Asset Management LLC 116 - 2024-03-31 58,615 $2,279,000 -5,580
   Collaborative Wealth Managment Inc. 28 - 2024-03-31 48,763 $1,896,000 -2,067
   LAKE STREET FINANCIAL LLC 96 - 2024-03-31 47,102 $1,831,000 -1,828
   RDA Financial Network 51 - 2024-03-31 43,406 $1,688,000 -7
   Sowell Financial Services LLC 267 - 2024-03-31 41,263 $1,604,000 -639
   THOROUGHBRED FINANCIAL SERVICES LLC 138 - 2024-03-31 40,311 $1,567,000 -3,876
   Meridian Wealth Management LLC 63 - 2024-03-31 39,681 $1,540,000 -3,006
   Ulrich Consultants & Investment Group LLC 7 - 2023-06-30 40,023 $1,441,000 -3,400
   DAVENPORT & CO LLC 526 - 2024-03-31 35,773 $1,391,000 -5,896
   SMITH MOORE & CO. 123 - 2023-12-31 36,892 $1,348,000 -4,437
   STEPHENS INC /AR/ 476 - 2023-12-31 36,378 $1,330,000 -34,777
   Semus Wealth Partners LLC 19 - 2024-03-31 34,139 $1,327,000 -1,078
   Rockefeller Capital Management L.P. 1077 - 2023-12-31 32,963 $1,205,000 -1,784
   Stratos Wealth Partners LTD. 585 - 2024-03-31 29,987 $1,166,000 -150
   BANK OF NEW YORK MELLON CORP 3067 - 2024-03-31 29,306 $1,139,000 -144
   SFMG, LLC 91 - 2024-03-31 26,332 $1,024,000 -10,713
   FIRST HEARTLAND CONSULTANTS INC 169 - 2024-03-31 24,974 $971,000 -292
   NBT BANK N A /NY 214 - 2024-03-31 22,206 $863,000 -1,690
   Integrated Wealth Concepts LLC 791 - 2023-12-31 23,205 $848,000 -24,983
   Principle Wealth Partners LLC 171 - 2024-03-31 21,167 $823,000 -53
   Alliance Wealth Advisors LLC 39 - 2024-03-31 18,940 $736,000 -642
   HANSON MCCLAIN, INC. 470 - 2024-03-31 18,048 $702,000 -1,046
   Fox Financial Inc 8 - 2024-03-31 17,870 $695,000 -14,288
   PACIFIC FINANCIAL GROUP INC 41 - 2024-03-31 16,232 $631,000 -799
   Carson Advisory Inc. 74 - 2024-03-31 16,161 $628,000 -373
   J.W. COLE ADVISORS INC. 467 - 2024-03-31 15,767 $613,000 -2,219
   HARBOUR INVESTMENTS INC. 490 - 2023-12-31 16,069 $587,000 -752
   Lido Advisors LLC 702 - 2023-12-31 16,033 $586,000 -3,172
   Equitable Holdings Inc. 756 - 2023-12-31 14,551 $532,000 -724
   PFG Investments LLC 533 - 2024-03-31 12,681 $493,000 -669
   MUIRFIELD WEALTH ADVISORS LLC 43 - 2024-03-31 11,615 $452,000 -471
   Opal Wealth Advisors LLC 91 - 2024-03-31 10,955 $426,000 -205
   Western Wealth Management LLC 429 - 2024-03-31 9,973 $388,000 -9,121
   ADVISORY SERVICES NETWORK, LLC 1070 - 2024-03-31 9,184 $357,000 -193
   COMERICA BANK 2066 - 2023-12-31 8,756 $320,000 -114
   Cornerstone Advisory LLP 179 - 2024-03-31 8,060 $313,000 -145
   PRIVATE CLIENT SERVICES LLC 91 - 2024-03-31 7,924 $308,000 -649
   DENVER WEALTH MANAGEMENT INC. 65 - 2024-03-31 7,917 $308,000 -472
   PARK NATIONAL CORP /OH/ 239 - 2024-03-31 7,463 $290,000 -7,462
   WEBSTER BANK 189 - 2024-03-31 7,000 $272,000 -11,174
   Laidlaw Wealth Management LLC 200 - 2023-12-31 7,186 $263,000 -17,933
   Gladstone Institutional Advisory LLC 565 - 2023-12-31 6,910 $253,000 -1,487
   Ahrens Investment Partners LLC 119 - 2023-03-31 7,000 $248,000 -14,100
   Insight Advisors LLC/ PA 259 - 2024-03-31 6,195 $241,000 -1,952
   BRIGHTON JONES LLC 544 - 2024-03-31 5,734 $223,000 -289
   Csenge Advisory Group 643 - 2024-03-31 5,712 $222,000 -11
   Intrua Financial LLC 314 - 2023-03-31 6,025 $213,000 -125
   Ameritas Advisory Services LLC 655 - 2023-12-31 5,639 $211,000 -1,352
   WFA of San Diego LLC 86 - 2023-09-30 5,083 $177,000 -134
   MORGAN STANLEY 5557 - 2023-12-31 4,748 $174,000 -736
   PNC FINANCIAL SERVICES GROUP INC 2516 - 2024-03-31 3,000 $117,000 -728
   TSFG LLC 290 - 2024-03-31 1,100 $43,000 -3,610
   Salomon & Ludwin LLC 487 - 2024-03-31 462 $18,000 -3,834
   Hartland & Co. LLC 1020 - 2023-12-31 322 $12,000 -96
   TOWER RESEARCH CAPITAL LLC 4568 - 2023-12-31 223 $8,000 -2,479
   Householder Group Estate & Retirement Specialist L 908 - 2024-03-31 158 $6,000 -677

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