Filing Research | AMPLIFY ETF TR Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	478.2KSH	$12.4M
2	Corecam Pte. Ltd.	Shares	425.0KSH	$11.0M
3	Corecam AG	Shares	191.8KSH	$5.0M
4	McAlvany Wealth Management LLC	Shares	172.4KSH	$4.5M
5	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	146.9KSH	$3.8M
6	Realta Investment Advisors	Shares	121.3KSH	$3.1M
7	Brookwood Investment Group LLC	Shares	107.9KSH	$2.8M
8	NWAM LLC	Shares	93.4KSH	$2.4M
9	Rathbones Group PLC	Shares	75.8KSH	$2.0M
10	RIA Advisory Group LLC	Shares	71.8KSH	$1.9M
11	HARBOR INVESTMENT ADVISORY, LLC	Shares	68.0KSH	$1.8M
12	180 WEALTH ADVISORS, LLC	Shares	57.2KSH	$1.5M
13	Heartwood Wealth Advisors LLC	Shares	55.3KSH	$1.4M
14	Tactive Advisors, LLC	Shares	48.3KSH	$1.3M
15	New Harbor Financial Group, LLC	Shares	48.1KSH	$1.2M
16	Brookstone Capital Management	Shares	44.8KSH	$1.2M
17	Farther Finance Advisors, LLC	Shares	29.7KSH	$769.7K
18	Wealthcare Advisory Partners LLC	Shares	25.9KSH	$670.0K
19	Pettinga Financial Advisors LLC	Shares	22.8KSH	$590.9K
20	UNIQUE WEALTH, LLC	Shares	17.9KSH	$463.7K
21	Sequoia Financial Advisors, LLC	Shares	17.7KSH	$460.0K
22	Fiscal Wisdom Wealth Management, LLC	Shares	15.3KSH	$396.2K
23	Veracity Capital LLC	Shares	15.1KSH	$392.6K
24	Ballew Advisors, Inc	Shares	14.5KSH	$387.6K
25	Y-Intercept (Hong Kong) Ltd	Shares	14.9KSH	$386.3K
26	Pine Valley Investments Ltd Liability Co	Shares	14.8KSH	$383.4K
27	AdvisorNet Financial, Inc	Shares	14.1KSH	$364.8K
28	BALDWIN WEALTH PARTNERS LLC/MA	Shares	13.1KSH	$339.6K
29	SIGNATUREFD, LLC	Shares	11.3KSH	$292.9K
30	Independent Wealth Network Inc.	Shares	10.4KSH	$270.4K
31	Sharp Wealth Advisory, LLC	Shares	10.4KSH	$269.6K
32	Brookwood Investment Group LLC	CALL	10.2KSH	$264.4K
33	JOHNSON INVESTMENT COUNSEL INC	Shares	10.0KSH	$259.2K
34	Blue Zone Wealth Advisors, LLC	Shares	10.0KSH	$258.3K
35	Blue Trust, Inc.	Shares	9.6KSH	$248.6K
36	SFM, LLC	Shares	8.5KSH	$220.8K
37	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.4KSH	$218.2K
38	Prospera Financial Services Inc	Shares	8.0KSH	$206.7K
39	CoreCap Advisors, LLC	Shares	5.6KSH	$143.9K
40	Spire Wealth Management	Shares	3.4KSH	$87.9K
41	Financial Management Professionals, Inc.	Shares	2.7KSH	$70.1K
42	City State Bank	Shares	2.5KSH	$65.2K
43	SALEM INVESTMENT COUNSELORS INC	Shares	2.1KSH	$53.8K
44	SJS Investment Consulting Inc.	Shares	1.6KSH	$42.4K
45	Golden State Wealth Management, LLC	Shares	1.5KSH	$38.2K
46	LRI Investments, LLC	Shares	1.1KSH	$28.5K
47	Versant Capital Management, Inc	Shares	907SH	$23.5K
48	EverSource Wealth Advisors, LLC	Shares	824SH	$21.4K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	760SH	$19.7K
50	Princeton Global Asset Management LLC	Shares	700SH	$18.1K

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

50 / 67 loaded

#		Instrument
1	McAlvany Wealth Management LLC added	Shares	+39.1K	+$828.3K	$4.5M
2	New Harbor Financial Group, LLC added	Shares	+23.2K	+$507.9K	$1.2M
3	UNIQUE WEALTH, LLC new	Shares	+17.9K	+$463.7K	$463.7K
4	Brookwood Investment Group LLC new	CALL	+10.2K	+$264.4K	$264.4K
5	180 WEALTH ADVISORS, LLC added	Shares	+14.9K	+$226.0K	$1.5M
6	Blue Trust, Inc. added	Shares	+7.6K	+$189.1K	$248.6K
7	Ballew Advisors, Inc added	Shares	+4.4K	+$71.3K	$387.6K
8	Wealthcare Advisory Partners LLC added	Shares	+4.9K	+$47.5K	$670.0K
9	SIGNATUREFD, LLC added	Shares	+2.5K	+$31.4K	$292.9K
10	EverSource Wealth Advisors, LLC new	Shares	+824	+$21.4K	$21.4K
11	Princeton Global Asset Management LLC new	Shares	+700	+$18.1K	$18.1K
12	SJS Investment Consulting Inc. added	Shares	+760	+$16.4K	$42.4K
13	Versant Capital Management, Inc added	Shares	+375	+$7.7K	$23.5K
14	EVOLUTION WEALTH MANAGEMENT INC. new	Shares	+160	+$4.1K	$4.1K
15	LifeSteps Financial, Inc. new	Shares	+128	+$3.3K	$3.3K
16	SlateStone Wealth, LLC added	Shares	+13.0K	+$273	$769
17	Roble, Belko & Company, Inc unchanged	Shares	0	-$1	$5
18	FNY Investment Advisers, LLC trimmed	Shares	-500	-$206	$1.3K
19	Tradewinds Capital Management, LLC unchanged	Shares	0	-$348	$2.4K
20	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$760	$5.2K
21	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$817	$5.6K
22	Global Wealth Strategies & Associates exited	Shares	-52	-$1.5K	$0
23	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$2.1K	$14.5K
24	IFP Advisors, Inc unchanged	Shares	0	-$2.4K	$16.1K
25	LRI Investments, LLC unchanged	Shares	0	-$4.2K	$28.5K
26	CoreCap Advisors, LLC added	Shares	+527	-$5.4K	$143.9K
27	Golden State Wealth Management, LLC trimmed	Shares	-4	-$5.7K	$38.2K
28	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+845	-$6.9K	$218.2K
29	SIGNATUREFD, LLC exited	CALL	-2.5K	-$7.1K	$0
30	Sound Income Strategies, LLC exited	Shares	-234	-$7.2K	$0
31	City State Bank unchanged	Shares	0	-$9.6K	$65.2K
32	Financial Management Professionals, Inc. unchanged	Shares	0	-$10.3K	$70.1K
33	Independent Wealth Network Inc. added	Shares	+546	-$23.4K	$270.4K
34	SFM, LLC unchanged	Shares	0	-$32.4K	$220.8K
35	Veracity Capital LLC added	Shares	+751	-$35.2K	$392.6K
36	Blue Zone Wealth Advisors, LLC unchanged	Shares	0	-$37.9K	$258.3K
37	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	-$38.0K	$259.2K
38	Sharp Wealth Advisory, LLC unchanged	Shares	0	-$39.5K	$269.6K
39	Pettinga Financial Advisors LLC added	Shares	+1.4K	-$44.3K	$590.9K
40	Heartwood Wealth Advisors LLC added	Shares	+5.4K	-$48.9K	$1.4M
41	BALDWIN WEALTH PARTNERS LLC/MA unchanged	Shares	0	-$49.8K	$339.6K
42	AdvisorNet Financial, Inc added	Shares	+110	-$50.2K	$364.8K
43	Fiscal Wisdom Wealth Management, LLC added	Shares	+240	-$51.0K	$396.2K
44	Pine Valley Investments Ltd Liability Co trimmed	Shares	-25	-$56.9K	$383.4K
45	Sequoia Financial Advisors, LLC added	Shares	+345	-$57.2K	$460.0K
46	Spire Wealth Management trimmed	Shares	-1.5K	-$57.5K	$87.9K
47	Tactive Advisors, LLC added	Shares	+3.6K	-$77.0K	$1.3M
48	Strategic Investment Solutions, Inc. /IL exited	Shares	-4.8K	-$141.2K	$0
49	Brookstone Capital Management added	Shares	+613	-$151.9K	$1.2M
50	Pinnacle Wealth Management Group, Inc. exited	Shares	-7.0K	-$207.5K	$0

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