Filing Research | AMPLIFY ETF TR Institutional Holdings

Snapshot holdings

50 / 71 loaded

#		Instrument	quantity
1	Gradient Investments LLC	Shares	551.6KSH	$34.5M
2	Columbus Macro, LLC	Shares	98.3KSH	$6.2M
3	NWAM LLC	Shares	78.1KSH	$4.9M
4	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	71.9KSH	$4.5M
5	Eagle Strategies LLC	Shares	50.8KSH	$3.2M
6	Merit Financial Group, LLC	Shares	42.7KSH	$2.7M
7	IFP Advisors, Inc	Shares	42.5KSH	$2.7M
8	FSA Investment Group, LLC	Shares	28.8KSH	$1.8M
9	Brookstone Capital Management	Shares	22.7KSH	$1.4M
10	MATAURO, LLC	Shares	15.3KSH	$959.0K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	13.1KSH	$819.2K
12	Envestnet Portfolio Solutions, Inc.	Shares	11.5KSH	$722.3K
13	Bison Wealth, LLC	Shares	10.8KSH	$688.0K
14	Paladin Wealth, LLC	Shares	10.2KSH	$635.9K
15	ARWA LLC	Shares	10.2KSH	$608.4K
16	ARQ WEALTH ADVISORS, LLC	Shares	8.9KSH	$555.6K
17	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	8.6KSH	$535.9K
18	Emerald Advisors, LLC	Shares	6.9KSH	$434.7K
19	JAMES INVESTMENT RESEARCH, INC.	Shares	6.5KSH	$405.0K
20	RFG Advisory, LLC	Shares	6.4KSH	$401.1K
21	Cyndeo Wealth Partners, LLC	Shares	5.7KSH	$356.9K
22	Avior Wealth Management, LLC	Shares	5.5KSH	$342.9K
23	Worth Asset Management, LLC	Shares	5.4KSH	$337.6K
24	TITLEIST ASSET MANAGEMENT, LLC	Shares	5.4KSH	$336.3K
25	FULTON BANK, N.A.	Shares	5.3KSH	$332.1K
26	Capital Investment Advisory Services, LLC	Shares	5.2KSH	$326.4K
27	HCR Wealth Advisors	Shares	5.0KSH	$314.1K
28	Fiduciary Alliance LLC	Shares	4.6KSH	$288.8K
29	Farther Finance Advisors, LLC	Shares	4.6KSH	$285.6K
30	LANARK FINANCIAL, INC.	Shares	4.5KSH	$283.9K
31	Apella Capital, LLC	Shares	4.6KSH	$281.2K
32	J.W. COLE ADVISORS, INC.	Shares	4.4KSH	$275.5K
33	GAMMA Investing LLC	Shares	4.2KSH	$261.2K
34	Meridian Financial Advisors, LLC	Shares	4.0KSH	$248.0K
35	Dynamic Advisor Solutions LLC	Shares	3.7KSH	$229.4K
36	Venturi Wealth Management, LLC	Shares	3.6KSH	$225.5K
37	Brady Martz Wealth Solutions, LLC	Shares	3.5KSH	$220.6K
38	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	3.2KSH	$198.8K
39	AdvisorNet Financial, Inc	Shares	2.5KSH	$156.4K
40	Blue Trust, Inc.	Shares	2.0KSH	$128.3K
41	Crewe Advisors LLC	Shares	1.4KSH	$84.9K
42	Reyes Financial Architecture, Inc.	Shares	1.3KSH	$78.4K
43	Allied Private Wealth LLC	Shares	1.2KSH	$73.6K
44	Rosenberg Matthew Hamilton	Shares	1.1KSH	$67.1K
45	SIGNATUREFD, LLC	Shares	866SH	$54.2K
46	DHJJ Financial Advisors, Ltd.	Shares	627SH	$39.3K
47	Spire Wealth Management	Shares	560SH	$35.1K
48	GODSEY & GIBB, INC	Shares	442SH	$27.7K
49	EVOLUTION WEALTH MANAGEMENT INC.	Shares	389SH	$24.4K
50	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	335SH	$21.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 78 loaded

#		Instrument
1	Gradient Investments LLC added	Shares	+33.0K	+$8.7M	$34.5M
2	Columbus Macro, LLC added	Shares	+2.9K	+$1.4M	$6.2M
3	FSA Investment Group, LLC added	Shares	+17.6K	+$1.2M	$1.8M
4	NWAM LLC trimmed	Shares	-546	+$973.5K	$4.9M
5	Eagle Strategies LLC added	Shares	+3.1K	+$804.7K	$3.2M
6	LEAVELL INVESTMENT MANAGEMENT, INC. trimmed	Shares	-4.0K	+$721.9K	$4.5M
7	IFP Advisors, Inc added	Shares	+221	+$556.3K	$2.7M
8	Merit Financial Group, LLC trimmed	Shares	-2.4K	+$425.6K	$2.7M
9	Worth Asset Management, LLC new	Shares	+5.4K	+$337.6K	$337.6K
10	ARWA LLC added	Shares	+4.2K	+$286.4K	$608.4K
11	Meridian Financial Advisors, LLC new	Shares	+4.0K	+$248.0K	$248.0K
12	Venturi Wealth Management, LLC new	Shares	+3.6K	+$225.5K	$225.5K
13	Brady Martz Wealth Solutions, LLC new	Shares	+3.5K	+$220.6K	$220.6K
14	Paladin Wealth, LLC added	Shares	+1.7K	+$214.0K	$635.9K
15	ARQ WEALTH ADVISORS, LLC added	Shares	+1.6K	+$193.9K	$555.6K
16	Brookstone Capital Management trimmed	Shares	-2.1K	+$186.9K	$1.4M
17	Envestnet Portfolio Solutions, Inc. added	Shares	+441	+$169.8K	$722.3K
18	Farther Finance Advisors, LLC added	Shares	+2.0K	+$158.1K	$285.6K
19	MATAURO, LLC trimmed	Shares	-773	+$157.8K	$959.0K
20	Blue Trust, Inc. added	Shares	+1.9K	+$120.1K	$128.3K
21	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+871	+$112.2K	$336.3K
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-19	+$108.7K	$535.9K
23	RFG Advisory, LLC added	Shares	+335	+$98.8K	$401.1K
24	Emerald Advisors, LLC added	Shares	+106	+$94.3K	$434.7K
25	Cyndeo Wealth Partners, LLC added	Shares	+164	+$81.2K	$356.9K
26	Reyes Financial Architecture, Inc. new	Shares	+1.3K	+$78.4K	$78.4K
27	Capital Investment Advisory Services, LLC added	Shares	+101	+$71.9K	$326.4K
28	FULTON BANK, N.A. unchanged	Shares	0	+$68.0K	$332.1K
29	HCR Wealth Advisors unchanged	Shares	0	+$64.3K	$314.1K
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.9K	+$64.1K	$819.2K
31	JAMES INVESTMENT RESEARCH, INC. trimmed	Shares	-446	+$60.7K	$405.0K
32	GAMMA Investing LLC unchanged	Shares	0	+$53.5K	$261.2K
33	HALBERT HARGROVE GLOBAL ADVISORS, LLC added	Shares	+1	+$40.8K	$198.8K
34	J.W. COLE ADVISORS, INC. trimmed	Shares	-500	+$31.5K	$275.5K
35	AdvisorNet Financial, Inc trimmed	Shares	-147	+$24.7K	$156.4K
36	Fiduciary Alliance LLC trimmed	Shares	-1	+$18.7K	$288.8K
37	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+263	+$18.1K	$24.4K
38	Crewe Advisors LLC unchanged	Shares	0	+$17.4K	$84.9K
39	Rosenberg Matthew Hamilton unchanged	Shares	0	+$13.7K	$67.1K
40	SIGNATUREFD, LLC added	Shares	+1	+$11.1K	$54.2K
41	LANARK FINANCIAL, INC. trimmed	Shares	-956	+$10.5K	$283.9K
42	DHJJ Financial Advisors, Ltd. added	Shares	+1	+$8.1K	$39.3K
43	GODSEY & GIBB, INC unchanged	Shares	0	+$5.7K	$27.7K
44	CoreCap Advisors, LLC added	Shares	+44	+$5.3K	$15.4K
45	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+50	+$4.8K	$11.1K
46	Apella Capital, LLC unchanged	Shares	0	+$4.4K	$281.2K
47	Center for Financial Planning, Inc. unchanged	Shares	0	+$3.6K	$17.6K
48	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$2.7K	$13.3K
49	Financial Perspectives, Inc unchanged	Shares	0	+$2.6K	$12.7K
50	Main Street Group, LTD unchanged	Shares	0	+$2.6K	$12.5K

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