Filing Research | AMPLIFY ETF TR Institutional Holdings

Snapshot holdings

50 / 119 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.8MSH	$81.4M
2	CPC Advisors, LLC	Shares	1.3MSH	$58.1M
3	MBL Wealth, LLC	Shares	1.0MSH	$46.9M
4	Sequoia Financial Advisors, LLC	Shares	628.2KSH	$28.7M
5	Hibernia Wealth Partners, LLC	Shares	441.0KSH	$20.2M
6	Merit Financial Group, LLC	Shares	432.1KSH	$19.7M
7	Second Half Financial Partners, LLC	Shares	412.7KSH	$18.9M
8	Clear Trail Advisors, LLC	Shares	412.1KSH	$18.8M
9	Marshall Financial Group, LLC	Shares	408.7KSH	$18.7M
10	BENJAMIN EDWARDS INC	Shares	333.4KSH	$15.2M
11	Mesirow Financial Investment Management, Inc.	Shares	333.1KSH	$15.2M
12	WEST MICHIGAN ADVISORS, LLC	Shares	339.0KSH	$15.2M
13	CARY STREET PARTNERS FINANCIAL LLC	Shares	307.6KSH	$14.1M
14	Financial Designs Corp	Shares	305.4KSH	$14.0M
15	Altus Wealth Group LLC	Shares	301.0KSH	$13.8M
16	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	282.9KSH	$12.9M
17	Foguth Wealth Management, LLC.	Shares	270.6KSH	$12.5M
18	Capital Investment Advisory Services, LLC	Shares	242.9KSH	$11.1M
19	Investors Research Corp	Shares	203.7KSH	$9.3M
20	Security National Bank	Shares	190.0KSH	$8.7M
21	Magnus Financial Group LLC	Shares	186.7KSH	$8.5M
22	ARQ WEALTH ADVISORS, LLC	Shares	152.2KSH	$7.1M
23	RiverTree Advisors, LLC	Shares	154.6KSH	$7.1M
24	Trilogy Capital Inc.	Shares	148.7KSH	$6.8M
25	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	144.6KSH	$6.6M
26	EverSource Wealth Advisors, LLC	Shares	144.3KSH	$6.6M
27	Wealthcare Advisory Partners LLC	Shares	135.4KSH	$6.2M
28	Prota Financial, LLC	Shares	133.8KSH	$6.1M
29	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	111.8KSH	$5.1M
30	Brookstone Capital Management	Shares	108.3KSH	$4.9M
31	Baron Financial Group, LLC	Shares	107.0KSH	$4.9M
32	Spire Wealth Management	Shares	105.4KSH	$4.8M
33	AVALON CAPITAL MANAGEMENT	Shares	98.9KSH	$4.5M
34	Roan Capital Partners	Shares	81.5KSH	$3.7M
35	Benchmark Financial Wealth Advisors, LLC	Shares	78.5KSH	$3.6M
36	Dynamic Advisor Solutions LLC	Shares	67.5KSH	$3.1M
37	Farther Finance Advisors, LLC	Shares	67.4KSH	$3.1M
38	DAVENPORT & Co LLC	Shares	55.3KSH	$2.5M
39	Welch Financial Planning, LLC	Shares	53.4KSH	$2.4M
40	INDEPENDENT FINANCIAL GROUP, LLC	Shares	48.1KSH	$2.2M
41	Harbor Asset Planning, Inc.	Shares	44.7KSH	$2.0M
42	First Heartland Consultants, Inc.	Shares	40.4KSH	$1.8M
43	RDA Financial Network	Shares	39.6KSH	$1.8M
44	Prospera Financial Services Inc	Shares	38.0KSH	$1.7M
45	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	37.8KSH	$1.7M
46	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	35.3KSH	$1.6M
47	CWC Advisors, LLC.	Shares	28.4KSH	$1.3M
48	Key Client Fiduciary Advisors, LLC	Shares	28.1KSH	$1.3M
49	BOS Asset Management, LLC	Shares	26.7KSH	$1.2M
50	MILESTONE ASSET MANAGEMENT, LLC	Shares	24.1KSH	$1.1M

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

50 / 121 loaded

#		Instrument
1	ARQ WEALTH ADVISORS, LLC new	Shares	+152.2K	+$7.1M	$7.1M
2	Roan Capital Partners new	Shares	+81.5K	+$3.7M	$3.7M
3	Brookstone Capital Management added	Shares	+68.0K	+$3.1M	$4.9M
4	CPC Advisors, LLC added	Shares	+44.9K	+$3.1M	$58.1M
5	MBL Wealth, LLC added	Shares	+44.0K	+$2.8M	$46.9M
6	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+54.5K	+$2.7M	$12.9M
7	Mesirow Financial Investment Management, Inc. added	Shares	+37.0K	+$1.9M	$15.2M
8	Marshall Financial Group, LLC added	Shares	+21.9K	+$1.3M	$18.7M
9	BENJAMIN EDWARDS INC added	Shares	+22.1K	+$1.3M	$15.2M
10	Benchmark Financial Wealth Advisors, LLC added	Shares	+23.1K	+$1.1M	$3.6M
11	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+23.5K	+$1.1M	$2.2M
12	Clear Trail Advisors, LLC added	Shares	+13.0K	+$933.4K	$18.8M
13	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+19.0K	+$871.8K	$1.1M
14	Security National Bank added	Shares	+13.8K	+$781.3K	$8.7M
15	CERTIOR FINANCIAL GROUP, LLC added	Shares	+15.3K	+$705.0K	$1.1M
16	Williams & Novak, LLC added	Shares	+14.3K	+$661.0K	$1.1M
17	Altus Wealth Group LLC added	Shares	+7.5K	+$590.5K	$13.8M
18	Merit Financial Group, LLC added	Shares	+3.2K	+$509.8K	$19.7M
19	Wealthcare Advisory Partners LLC added	Shares	+8.7K	+$504.4K	$6.2M
20	Financial Designs Corp added	Shares	+4.5K	+$461.4K	$14.0M
21	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+9.3K	+$445.2K	$1.6M
22	RiverTree Advisors, LLC added	Shares	+7.0K	+$443.1K	$7.1M
23	Investors Research Corp added	Shares	+5.5K	+$418.1K	$9.3M
24	RMR Wealth Builders new	Shares	+8.6K	+$393.3K	$393.3K
25	D.A. DAVIDSON & CO. new	Shares	+8.3K	+$381.5K	$381.5K
26	Foguth Wealth Management, LLC. added	Shares	+7.7K	+$354.7K	$12.5M
27	Second Half Financial Partners, LLC added	Shares	+1	+$350.8K	$18.9M
28	Apollon Wealth Management, LLC new	Shares	+7.2K	+$328.5K	$328.5K
29	Magnus Financial Group LLC added	Shares	+3.2K	+$304.0K	$8.5M
30	Trilogy Capital Inc. added	Shares	+3.2K	+$267.9K	$6.8M
31	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+3.2K	+$240.5K	$5.1M
32	Dynamic Advisor Solutions LLC added	Shares	+3.4K	+$208.9K	$3.1M
33	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+4.5K	+$207.2K	$207.2K
34	Cypress Wealth Services, LLC new	Shares	+4.5K	+$204.6K	$204.6K
35	DAVENPORT & Co LLC added	Shares	+3.5K	+$204.5K	$2.5M
36	Farther Finance Advisors, LLC added	Shares	+3.1K	+$193.2K	$3.1M
37	Fiduciary Alliance LLC added	Shares	+3.6K	+$164.0K	$413.1K
38	Baron Financial Group, LLC added	Shares	+1.5K	+$157.4K	$4.9M
39	AVALON CAPITAL MANAGEMENT added	Shares	+1.2K	+$136.4K	$4.5M
40	PFG Investments, LLC added	Shares	+1.7K	+$85.3K	$598.7K
41	CWC Advisors, LLC. added	Shares	+1.1K	+$75.1K	$1.3M
42	Optivise Advisory Services LLC added	Shares	+1.4K	+$68.8K	$334.2K
43	CoreCap Advisors, LLC added	Shares	+1.4K	+$65.0K	$212.6K
44	First Heartland Consultants, Inc. added	Shares	+666	+$64.2K	$1.8M
45	Discipline Wealth Solutions, LLC added	Shares	+1.1K	+$55.3K	$262.4K
46	Royal Fund Management, LLC added	Shares	+1.1K	+$54.8K	$326.4K
47	HBW ADVISORY SERVICES LLC added	Shares	+865	+$53.3K	$778.5K
48	Sovereign Financial Group, Inc. added	Shares	+1.0K	+$50.3K	$256.6K
49	Sound Income Strategies, LLC added	Shares	+944	+$46.2K	$227.2K
50	Strategic Blueprint, LLC added	Shares	+809	+$45.2K	$479.1K

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