Filing Research | AMPLIFY ETF TR Institutional Holdings

Snapshot holdings

50 / 122 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	196.8KSH	$21.5M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	155.7KSH	$16.3M
3	D.A. DAVIDSON & CO.	Shares	83.1KSH	$8.7M
4	Thoma Capital Management LLC	Shares	67.3KSH	$7.1M
5	Sowell Financial Services LLC	Shares	63.5KSH	$6.7M
6	Sage Capital Management, LLC	Shares	62.4KSH	$6.6M
7	Spire Wealth Management	Shares	56.7KSH	$5.9M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	52.7KSH	$5.5M
9	Brookstone Capital Management	Shares	49.0KSH	$5.1M
10	Pacific Wealth Strategies Group, Inc.	Shares	35.2KSH	$3.7M
11	AAFMAA Wealth Management & Trust LLC	Shares	31.3KSH	$3.3M
12	Apollon Financial, LLC	Shares	29.6KSH	$3.1M
13	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	28.0KSH	$3.0M
14	Curbstone Financial Management Corp	Shares	24.7KSH	$2.6M
15	IFP Advisors, Inc	Shares	16.1KSH	$1.7M
16	Vigilare Wealth Management	Shares	13.8KSH	$1.4M
17	Independent Wealth Network Inc.	Shares	12.8KSH	$1.3M
18	Capital Investment Advisory Services, LLC	Shares	12.2KSH	$1.3M
19	Farther Finance Advisors, LLC	Shares	12.1KSH	$1.3M
20	INSTRUMENTAL WEALTH, LLC	Shares	11.9KSH	$1.3M
21	J.W. COLE ADVISORS, INC.	Shares	11.6KSH	$1.2M
22	Bay Capital Advisors, LLC	Shares	10.8KSH	$1.1M
23	Mayflower Financial Advisors, LLC	Shares	10.1KSH	$1.1M
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	9.7KSH	$1.0M
25	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	9.1KSH	$953.1K
26	MILESTONE ASSET MANAGEMENT, LLC	Shares	8.9KSH	$930.0K
27	ARMSTRONG ADVISORY GROUP, INC	Shares	8.5KSH	$894.8K
28	Wealthcare Capital Partners, LLC	Shares	8.4KSH	$877.2K
29	HCR Wealth Advisors	Shares	7.8KSH	$813.7K
30	Prospera Financial Services Inc	Shares	7.7KSH	$811.0K
31	Apollon Wealth Management, LLC	Shares	7.1KSH	$742.3K
32	GRIFFIN ASSET MANAGEMENT, INC.	Shares	7.1KSH	$742.1K
33	PFG Investments, LLC	Shares	7.0KSH	$730.1K
34	CITY HOLDING CO	Shares	6.9KSH	$721.4K
35	Key Client Fiduciary Advisors, LLC	Shares	6.5KSH	$678.5K
36	GEM Asset Management, LLC	Shares	6.3KSH	$663.6K
37	FLAGSHIP HARBOR ADVISORS, LLC	Shares	6.1KSH	$641.7K
38	Dynamic Advisor Solutions LLC	Shares	5.9KSH	$614.2K
39	Newman Dignan & Sheerar, Inc.	Shares	5.6KSH	$583.3K
40	Union Bancaire Privee, UBP SA	Shares	5.7KSH	$582.5K
41	Advantage Trust Co	Shares	5.4KSH	$569.8K
42	Investment Partners Asset Management, Inc.	Shares	5.4KSH	$568.1K
43	Wealthcare Advisory Partners LLC	Shares	5.2KSH	$545.8K
44	CASCADE INVESTMENT GROUP, INC.	Shares	4.6KSH	$482.7K
45	Envestnet Portfolio Solutions, Inc.	Shares	4.5KSH	$473.1K
46	Seelaus Asset Management LLC	Shares	4.3KSH	$447.5K
47	Alhambra Investment Management LLC	Shares	4.2KSH	$440.0K
48	SAX WEALTH ADVISORS, LLC	Shares	5.8KSH	$435.9K
49	Ameliora Wealth Management Ltd.	Shares	4.0KSH	$419.7K
50	Apella Capital, LLC	Shares	3.8KSH	$413.5K

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

50 / 126 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+155.7K	+$16.3M	$16.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+357	+$6.3M	$21.5M
3	Spire Wealth Management added	Shares	+46.6K	+$5.2M	$5.9M
4	D.A. DAVIDSON & CO. added	Shares	+9.8K	+$3.2M	$8.7M
5	Sowell Financial Services LLC added	Shares	+1.1K	+$2.0M	$6.7M
6	Thoma Capital Management LLC trimmed	Shares	-1.6K	+$1.9M	$7.1M
7	Sage Capital Management, LLC trimmed	Shares	-1.1K	+$1.8M	$6.6M
8	Pacific Wealth Strategies Group, Inc. added	Shares	+8.5K	+$1.7M	$3.7M
9	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.3K	+$1.7M	$5.5M
10	Brookstone Capital Management added	Shares	+2.2K	+$1.6M	$5.1M
11	AAFMAA Wealth Management & Trust LLC added	Shares	+2.3K	+$1.1M	$3.3M
12	VIEWPOINT INVESTMENT PARTNERS CORP added	Shares	+2.9K	+$1.1M	$3.0M
13	Apollon Financial, LLC trimmed	Shares	-200	+$869.0K	$3.1M
14	Curbstone Financial Management Corp added	Shares	+350	+$764.5K	$2.6M
15	Vigilare Wealth Management added	Shares	+3.7K	+$691.0K	$1.4M
16	Dynamic Advisor Solutions LLC new	Shares	+5.9K	+$614.2K	$614.2K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+3.8K	+$589.2K	$1.0M
18	Advantage Trust Co new	Shares	+5.4K	+$569.8K	$569.8K
19	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+2.9K	+$484.0K	$930.0K
20	IFP Advisors, Inc trimmed	Shares	-300	+$457.4K	$1.7M
21	Independent Wealth Network Inc. added	Shares	+34	+$383.3K	$1.3M
22	INSTRUMENTAL WEALTH, LLC added	Shares	+296	+$378.8K	$1.3M
23	Apollon Wealth Management, LLC added	Shares	+2.0K	+$362.4K	$742.3K
24	PVG ASSET MANAGEMENT CORP new	Shares	+3.0K	+$314.5K	$314.5K
25	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$302.8K	$1.1M
26	Bay Capital Advisors, LLC trimmed	Shares	-250	+$302.8K	$1.1M
27	Prospera Financial Services Inc added	Shares	+697	+$283.0K	$811.0K
28	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+110	+$279.3K	$953.1K
29	Farther Finance Advisors, LLC trimmed	Shares	-907	+$279.2K	$1.3M
30	Wealthcare Capital Partners, LLC added	Shares	+257	+$268.7K	$877.2K
31	GRIFFIN ASSET MANAGEMENT, INC. added	Shares	+559	+$253.0K	$742.1K
32	B. Riley Wealth Advisors, Inc. new	Shares	+2.5K	+$252.0K	$252.0K
33	DECISION INVESTMENTS, INC new	Shares	+2.4K	+$251.8K	$251.8K
34	Fortitude Advisory Group L.L.C. new	Shares	+2.3K	+$243.7K	$243.7K
35	HCR Wealth Advisors added	Shares	+100	+$238.9K	$813.7K
36	FSM Wealth Advisors, LLC new	Shares	+2.2K	+$233.3K	$233.3K
37	BostonPremier Wealth LLC new	Shares	+2.2K	+$233.2K	$233.2K
38	TCP Asset Management, LLC new	Shares	+2.2K	+$230.6K	$230.6K
39	Calder Financial LLC new	Shares	+2.2K	+$227.2K	$227.2K
40	PFG Investments, LLC added	Shares	+253	+$226.6K	$730.1K
41	Capital Investment Advisory Services, LLC trimmed	Shares	-1.8K	+$224.6K	$1.3M
42	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+2.1K	+$222.6K	$222.6K
43	E&G Advisors, LLC new	Shares	+2.1K	+$219.2K	$219.2K
44	RFG Advisory, LLC new	Shares	+2.1K	+$218.7K	$218.7K
45	MELFA WEALTH MANAGEMENT, INC. new	Shares	+2.0K	+$214.1K	$214.1K
46	Clarity Wealth Advisors, LLC new	Shares	+2.0K	+$212.8K	$212.8K
47	YHB Investment Advisors, Inc. new	Shares	+2.0K	+$212.0K	$212.0K
48	Venturi Wealth Management, LLC new	Shares	+2.0K	+$207.4K	$207.4K
49	CITY HOLDING CO trimmed	Shares	-237	+$187.4K	$721.4K
50	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$170.9K	$582.5K

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