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

AMPLIFY ETF TR

110 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 032108722·110 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.1%
vs prior quarter
13F value held
$305M
60.0% inst. owned
of float
Holders
110
-103 QoQ
filers reporting
Activity
+61 / −42
+879 added · −654 reduced
this quarter
Concentration
26.58%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

110 institutions reported IDVO in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 26.6% of the visible book. -103 net institutions QoQ — distribution reading.

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
LPL Financial LLC
CIK 0001403438
$32M782K0.01%Q1 202603
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$25M627K0.46%Q1 202604
Sequoia Financial Advisors, LLC
CIK 0001599900
$20M495K0.11%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M494K0.03%Q1 202606
Sterling Financial Group, Inc.
CIK 0001991301
$20M529K6.25%Q3 202507
Principle Wealth Partners LLC
CIK 0001743413
$17M421K0.97%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$17M409K0.02%Q1 202609
UBS Group AG
CIK 0001610520
$14M338K0.00%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M215K0.01%Q1 202611
Elmwood Wealth Management, Inc.
CIK 0001731927
$8M202K2.26%Q1 202612
EverSource Wealth Advisors, LLC
CIK 0001710537
$6M156K0.19%Q1 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M138K0.03%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M136K0.00%Q1 202615
TRUIST FINANCIAL CORP
CIK 0000092230
$5M131K0.01%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M115K0.00%Q1 202617
Atlas Wealth LLC
CIK 0001964106
$4M111K1.34%Q1 202618
IAM Advisory, LLC
CIK 0001825292
$4M100K0.90%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$4M98K0.00%Q1 202620
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
CIK 0001630936
$4M90K2.03%Q1 2026
Page 1 of 6
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