SWAN institutional holders

AMPLIFY ETF TR · 13F, 2026Q2

Managers holding35
Shares held3,543,867
Reported value$118.2m
Quarter flows4 new, 11 added, 13 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cerity Partners LLC2,203,400$73.5m0.1%
LaSalle St. Investment Advisors, LLC492,780$16.4m2.0%
NewEdge Advisors, LLC199,260$6.6m0.0%
LifePlan Financial, LLC146,278$4.9m3.4%
Summit Financial, LLC74,269$2.5m0.0%
Cetera Investment Advisers61,152$2.0m0.0%
Global View Capital Management LLC45,281$1.5m0.3%
OLD MISSION CAPITAL LLC38,408$1.3m0.0%
LPL Financial LLC33,616$1.1m0.0%
RDA Financial Network30,226$1.0m0.2%
AMERIPRISE FINANCIAL INC29,739$992,1550.0%
Ausdal Financial Partners, Inc.29,533$985,3020.0%
First PREMIER Bank28,343$946,0000.2%
McAdam, LLC23,179$773,2890.0%
Hyundai Investments Co., Ltd.18,425$613,0000.7%
ROYAL BANK OF CANADA13,479$450,0000.0%
MONEY CONCEPTS CAPITAL CORP10,693$356,7360.0%
StoneX Group Inc.9,975$332,7660.0%
Belpointe Asset Management LLC9,368$312,5340.0%
OSAIC HOLDINGS, INC.8,995$300,0990.0%
OPPENHEIMER & CO INC8,803$293,6850.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,458$248,8130.0%
Badgley Phelps Wealth Managers, LLC7,371$245,9110.0%
Aptus Capital Advisors, LLC5,734$191,2970.0%
ANGELES WEALTH MANAGEMENT, LLC3,344$111,5620.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SWAN"). SWAN price history · All 13F data

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