DOSSIER · 13F Holders · Q2 2026
SWAN

AMPLIFY ETF TR

40 institutions still hold AMPLIFY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 032108888·40 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$117M
visible holders
Holders
40
filers reporting
Concentration
62.59%
Cerity Partners LLC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported SWAN in Q2 2026. Cerity Partners LLC leads at 62.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cerity Partners LLC
CIK 0001566475
$74M2.2M0.09%Q2 2026
02
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$16M493K2.01%Q2 2026
03
NewEdge Advisors, LLC
CIK 0001633516
$7M199K0.02%Q2 2026
04
LifePlan Financial, LLC
CIK 0001739485
$5M146K3.42%Q2 2026
05
Summit Financial, LLC
CIK 0001765536
$2M74K0.03%Q2 2026
06
Cetera Investment Advisers
CIK 0001666741
$2M61K0.00%Q2 2026
07
Global View Capital Management LLC
CIK 0001994495
$2M45K0.31%Q2 2026
08
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M38K0.02%Q2 2026
09
First PREMIER Bank
CIK 0001653926
$1M37K0.26%Q1 2026
10
LPL Financial LLC
CIK 0001403438
$1M34K0.00%Q2 2026
11
RDA Financial Network
CIK 0001774086
$1M30K0.22%Q2 2026
12
AMERIPRISE FINANCIAL INC
CIK 0000820027
$992K30K0.00%Q2 2026
13
Ausdal Financial Partners, Inc.
CIK 0001667146
$985K30K0.04%Q2 2026
14
McAdam, LLC
CIK 0001695490
$773K23K0.03%Q2 2026
15
Hyundai Investments Co., Ltd.
CIK 0001892772
$613K18K0.66%Q2 2026
16
M Holdings Securities, Inc.
CIK 0001569638
$580K19K0.04%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$450K13K0.00%Q2 2026
18
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$357K11K0.02%Q2 2026
19
StoneX Group Inc.
CIK 0000913760
$333K10K0.01%Q2 2026
20
Belpointe Asset Management LLC
CIK 0001721242
$313K9K0.01%Q2 2026
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