13F Insight
DOSSIER · 13F Holders · Q1 2026
IDVO

AMPLIFY ETF TR

117 institutions still hold AMPLIFY ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 032108722·117 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$340M
visible holders
Holders
117
filers reporting
Concentration
23.88%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported IDVO in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 23.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$81M2.0M0.03%Q1 202602
Janney Montgomery Scott LLC
CIK 0001329948
$34M839K0.08%Q1 202603
LPL Financial LLC
CIK 0001403438
$32M782K0.01%Q1 202604
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$25M627K0.46%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M494K0.03%Q1 202606
Sterling Financial Group, Inc.
CIK 0001991301
$20M529K6.25%Q3 202507
Sequoia Financial Advisors, LLC
CIK 0001599900
$18M423K0.09%Q2 202608
Principle Wealth Partners LLC
CIK 0001743413
$17M421K0.97%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$17M409K0.02%Q1 202610
UBS Group AG
CIK 0001610520
$14M338K0.00%Q1 202611
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$10M230K0.21%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M215K0.01%Q1 202613
Elmwood Wealth Management, Inc.
CIK 0001731927
$9M205K2.16%Q2 202614
EverSource Wealth Advisors, LLC
CIK 0001710537
$6M156K0.19%Q1 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M138K0.03%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M136K0.00%Q1 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$5M131K0.01%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M115K0.00%Q1 202619
Atlas Wealth LLC
CIK 0001964106
$4M111K1.34%Q1 202620
IAM Advisory, LLC
CIK 0001825292
$4M104K0.85%Q2 2026
Page 1 of 6
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