Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Amplify High Income Etf (YYY)  
$17.68 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    0
Total shares held : 
 5,946,151  
% of shares held : 
 38.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 220,702  
% of shares held change : 
   1.41%  
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 :
7
 72,056
 1.21%
 
Increased Positions :
26
 579,663
 9.75%
 
Unchanged Positions :
10
 139,119
 2.34%
 
Decreased Positions :
12
-334,153
-5.62%
 
Closed Positions :
7
-96,864
-1.63%
 
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
   LPL FINANCIAL CORP 953 - 2023-12-31 1,457,546 $16,937,000 68,075
   MORGAN STANLEY 3018 - 2023-12-31 1,214,515 $14,113,000 355,903
   LJI Wealth Management LLC 9 - 2023-12-31 919,254 $10,682,000 -13,158
   Advisor Group Holdings Inc. 863 - 2023-12-31 763,061 $8,867,000 -276,572
   FREEDOM WEALTH ALLIANCE LLC 6 - 2023-09-30 386,190 $4,291,000 17,695
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1094 - 2024-03-31 218,600 $2,636,000 205,113
   Capital Investment Advisory Services LLC 157 - 2024-03-31 111,420 $1,344,000 33,944
   ENVESTNET ASSET MANAGEMENT INC 2753 - 2023-12-31 107,915 $1,254,000 9,277
   COMMONWEALTH EQUITY SERVICES LLC. 2027 - 2023-12-31 100,204 $1,164,000 -13,424
   PRINCIPAL SECURITIES INC. 366 - 2023-12-31 99,088 $1,151,000 0
   Brookstone Capital Management 478 - 2024-03-31 85,886 $1,036,000 -7,299
   ROYAL BANK OF CANADA 3086 - 2023-12-31 86,740 $1,008,000 65,235
   Goss Wealth Management LLC 1023 - 2023-12-31 70,238 $823,000 4,866
   WEDBUSH MORGAN SECURITIES INC 389 - 2023-12-31 69,151 $804,000 -1,633
   FOUNDERS FINANCIAL SECURITIES LLC 195 - 2024-03-31 65,654 $792,000 15,275
   Triumph Capital Management 77 - 2024-03-31 65,769 $789,000 2,604
   Ausdal Financial Partners Inc. 211 - 2024-03-31 61,865 $746,000 3,630
   HIGHTOWER ADVISORS, LLC 1989 - 2023-12-31 62,050 $721,000 12,000
   Cetera Investment Advisers 1386 - 2023-12-31 52,299 $608,000 -3,724
   KESTRA PRIVATE WEALTH SERVICES LLC 716 - 2023-12-31 43,764 $509,000 -668
   Kestra Advisory Services LLC 1525 - 2023-12-31 42,323 $492,000 3,900
   AE Wealth Management LLC 1447 - 2023-12-31 40,374 $480,000 16,646
   MML INVESTORS SERVICES LLC 1783 - 2023-12-31 40,524 $471,000 510
   EQIS CAPITAL MANAGEMENT, INC. 487 - 2023-12-31 35,182 $409,000 -4,048
   Change Path LLC 468 - 2023-12-31 28,272 $329,000 11,771
   CFO4Life Group LLC *New 2023-12-31 24,866 $289,000 24,866
   LINCOLN NATIONAL CORP 895 - 2023-12-31 23,518 $273,000 547
   Strategic Financial Concepts LLC 247 - 2024-03-31 21,800 $263,000 21,800
   Tidemark LLC 104 - 2023-12-31 18,485 $215,000 0
   CENTAURUS FINANCIAL INC. 597 - 2023-12-31 16,589 $193,000 22
   HARBOUR INVESTMENTS INC. 880 - 2023-12-31 15,985 $186,000 9
   OPPENHEIMER & CO INC 1294 *New 2023-12-31 15,806 $184,000 15,806
   ADVISORY SERVICES NETWORK, LLC 1345 - 2023-12-31 14,742 $171,000 -2,390
   FINANCIAL NETWORK 2575 - 2023-12-31 13,861 $161,000 581
   COMERICA BANK 2336 - 2023-12-31 13,436 $156,000 8,322
   Asset Allocation Strategies LLC 67 - 2023-12-31 12,990 $151,000 0
   Endowment Wealth Management Inc. 126 *New 2023-12-31 10,472 $122,000 10,472
   JANE STREET GROUP LLC 4940 *New 2023-12-31 10,538 $122,000 10,538
   Arkadios Wealth Advisors *New 2023-12-31 10,185 $118,000 10,185
   ORG Partners LLC 375 - 2023-12-31 7,690 $89,000 1,690
   OPTIMUM INVESTMENT ADVISORS 297 - 2024-03-31 6,800 $82,000 0
   First Capital Advisors Group LLC. 274 - 2023-06-30 5,219 $61,000 5,219
   WOLFF WIESE MAGANA LLC 134 - 2024-03-31 4,802 $58,000 679
   Carmichael Hill & Associates Inc. 281 - 2024-03-31 4,755 $57,000 1,156
   Retirement Group LLC 245 - 2023-12-31 3,575 $42,000 -500
   CREATIVE FINANCIAL DESIGNS INC /ADV 829 - 2023-12-31 2,310 $27,000 42
   Future Financial Wealth Managment LLC 327 *New 2024-03-31 2,000 $24,000 2,000
   WELLS FARGO & CO/MN 4973 - 2023-12-31 1,605 $19,000 179
   BELLEVUE ASSET MANAGEMENT LLC 229 - 2024-03-31 1,450 $17,000 0
   HANSON MCCLAIN, INC. 2010 - 2024-03-31 1,000 $12,000 0
   Ahrens Investment Partners LLC 589 *New 2023-03-31 1,000 $12,000 1,000
   Caitlin John LLC 621 - 2023-12-31 264 $3,000 0
   TOWER RESEARCH CAPITAL LLC 5228 - 2023-12-31 139 $2,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 150 $2,000 0
   Global Retirement Partners LLC 2784 - 2024-03-31 203 $2,000 0
   SRS Capital Advisors Inc. 1182 *New 2023-12-31 110 $1,000 110
   Coppell Advisory Solutions LLC 1468 *New 2023-12-31 79 $1,000 79
   Independent Wealth Network Inc. 43 *Closed 2024-03-31 0 $0 -124,356
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3260 *Closed 2023-12-31 0 $0 -391
   Sigma Planning Corp 978 *Closed 2023-12-31 0 $0 -11,531
   PROEQUITIES INC. 3980 - 2023-12-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6122 *Closed 2023-12-31 0 $0 -61,313
   SIMPLEX TRADING LLC 2773 *Closed 2024-03-31 0 $0 -238
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2439 *Closed 2024-03-31 0 $0 -15,149
   FMR LLC 5375 *Closed 2023-12-31 0 $0 -6
  65 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us