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Get Institutions for : 
Amplify Etho Climate Leadership U.S. ETF (ETHO)  
$56.22 0.05 (0.08%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    8
Total shares held : 
775,925  
% of shares held : 
38.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-141,426  
% of shares held change : 
  -7.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$49.49  
Last Quarter's Ending Price : 
$55.60  
Last Quarter's Average Price
$50.85  
Change from last quarter's     
avg. price to the last closing  : 
5.37 (10.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 45,263
 5.83%
 
Increased Positions :
14
 40,274
 5.19%
 
Unchanged Positions :
16
 145,015
 18.69%
 
Decreased Positions :
15
-49,624
-6.4%
 
Closed Positions :
15
-177,339
-22.86%
 
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 1415 - 2023-12-31 137,207 $7,628,000 -7,552
   Advisor Group Holdings Inc. 1371 - 2023-12-31 70,619 $3,926,000 -798
   HARBOUR INVESTMENTS INC. 150 - 2023-12-31 55,862 $3,106,000 419
   BAILARD BIEHL & KAISER INC 181 - 2023-12-31 54,670 $3,039,000 -12,495
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1570 - 2023-12-31 49,518 $2,753,000 31,630
   PFG Investments LLC 161 - 2024-03-31 39,801 $2,328,000 39,801
   Financial Insights Inc. 34 - 2024-03-31 39,032 $2,283,000 581
   COMMONWEALTH EQUITY SERVICES LLC. 1828 - 2024-03-31 31,274 $1,829,000 -2,707
   WCG Wealth Advisors LLC 177 - 2023-12-31 23,687 $1,317,000 -810
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1590 - 2024-03-31 20,715 $1,212,000 386
   Cresset Asset Management LLC 890 *New 2023-12-31 17,283 $961,000 17,283
   Berger Financial Group Inc *New 2024-03-31 15,530 $908,000 15,530
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1023 - 2023-09-30 17,593 $880,000 -340
   EVERGREEN CAPITAL MANAGEMENT LLC 345 - 2023-12-31 12,568 $699,000 803
   Allegheny Financial Group LTD 93 - 2023-12-31 12,241 $681,000 648
   Arnhold LLC 87 - 2023-12-31 11,610 $645,000 0
   Good Life Advisors LLC - 2024-03-31 10,596 $620,000 -402
   Ethic Inc. 690 - 2023-12-31 10,483 $583,000 773
   IEQ CAPITAL LLC 574 - 2023-12-31 9,128 $507,000 -13,800
   Atria Wealth Solutions Inc. 1194 - 2023-12-31 9,030 $502,000 0
   Marks Group Wealth Management Inc - 2024-03-31 8,090 $473,000 0
   Advisory Alpha LLC - 2023-12-31 7,761 $432,000 991
   CREATIVE PLANNING 1880 - 2023-12-31 7,023 $390,000 1,065
   Sonoma Private Wealth LLC 63 - 2023-12-31 5,658 $315,000 -8,434
   DAVIDSON D A & CO 1145 - 2023-12-31 5,045 $280,000 -14
   Mutual Advisors LLC - 2024-03-31 4,752 $278,000 -79
   CAPROCK Group Inc. *New 2024-03-31 4,714 $276,000 4,714
   BLAIR WILLIAM & CO/IL 1295 - 2023-12-31 4,728 $263,000 268
   MECHANICS BANK TRUST DEPARTMENT *New 2024-03-31 4,215 $247,000 4,215
   ROYAL BANK OF CANADA 4331 - 2023-12-31 4,207 $234,000 -298
   WHITTIER TRUST CO - 2024-03-31 3,742 $219,000 0
   Kestra Advisory Services LLC 2048 *New 2023-12-31 3,877 $216,000 3,877
   Private Advisor Group LLC - 2024-03-31 3,534 $207,000 -567
   THRIVENT FINANCIAL FOR LUTHERANS 2354 *New 2023-12-31 3,673 $204,000 3,673
   ORG Partners LLC 263 - 2023-12-31 3,516 $196,000 0
   PROEQUITIES INC. - 2024-03-31 2,761 $161,000 30
   4Thought Financial Group Inc. 50 - 2024-03-31 1,509 $88,000 362
   Global Retirement Partners LLC 1178 - 2024-03-31 1,310 $77,000 24
   WELLS FARGO & CO/MN 4631 - 2023-12-31 926 $51,000 926
   UBS Group AG 5454 - 2023-12-31 633 $35,000 -207
   Westside Investment Management Inc. *New 2024-03-31 600 $35,000 600
   NATIONAL BANK OF CANADA /FI/ 1784 - 2023-12-31 439 $24,000 -255
   PRINCIPAL SECURITIES INC. 2147 - 2023-12-31 197 $11,000 0
   US BANCORP 3228 - 2023-12-31 200 $11,000 0
   MORGAN STANLEY 6394 - 2023-12-31 196 $11,000 1
   HANSON INVESTMENT MANAGEMENT 417 *New 2024-03-31 130 $8,000 130
   Newton One Investments LLC *New 2024-03-31 85 $5,000 85
   FMR LLC 4633 - 2023-12-31 24 $1,000 24
   Berger Financial Group Inc 362 *Closed 2024-03-31 0 $0 -17,893
   Creative Capital Management Investments LLC 209 *Closed 2024-03-31 0 $0 -1,222
   MECHANICS BANK TRUST DEPARTMENT 188 *Closed 2024-03-31 0 $0 -4,215
   Wealth Alliance Advisory Group LLC 190 *Closed 2024-03-31 0 $0 -7,200
   Envestnet Portfolio Solutions Inc. 1566 *Closed 2023-12-31 0 $0 -33,212
   Newton One Investments LLC 112 *Closed 2024-03-31 0 $0 -85
   Hartland & Co. LLC 1581 *Closed 2023-12-31 0 $0 -10
   ENVESTNET ASSET MANAGEMENT INC 4123 *Closed 2023-12-31 0 $0 -9,741
   Spire Wealth Management 2354 *Closed 2024-03-31 0 $0 -80
   Stonehearth Capital Management LLC 79 *Closed 2024-03-31 0 $0 -39,418
   SRS Capital Advisors Inc. 1415 *Closed 2023-12-31 0 $0 -66
   Private Portfolio Partners LLC 268 *Closed 2023-12-31 0 $0 -8,044
   Westside Investment Management Inc. 869 *Closed 2024-03-31 0 $0 -600

  61 Records found
  1    
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