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AIEQ Institutional Ownership

Amplify AI Powered Equity ETF
1W: -0.6% 1M: -2.5% 3M: -1.0% YTD: +9.6% 1Y: +10.1% 3Y: +68.0% 5Y: +19.2%
$49.45
+0.58 (+1.19%)
 
Weekly Expected Move ±1.5%
$48 $49 $49 $50 $51
ETF AMEX · AUM $122.1M

Institutional Ownership — AIEQ

42
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
8
New Positions
9
Increased
14
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (51 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 200,029 10M +185 +0.1% 10Q SEC ↗
2 WEALTH ENHANCEMENT ADVISORY SERVICES, 86,392 4M +3,567 +4.3% 7Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,589 2M +26,667 +121.6% 3Q SEC ↗
4 First International Bank of Israel Ltd NEW 21,776 1M — +0.0% 1Q SEC ↗
5 Integrated Wealth Concepts LLC 17,152 848K -32 -0.2% 10Q SEC ↗
6 Cetera Investment Advisers NEW 7,159 354K — +0.0% 1Q SEC ↗
7 HCR Wealth Advisors 4,645 230K -785 -14.5% 10Q SEC ↗
8 Wood Tarver Financial Group, LLC NEW 4,500 223K — +0.0% 1Q SEC ↗
9 WEDBUSH SECURITIES INC 4,220 209K -500 -10.6% 3Q SEC ↗
10 FLOW TRADERS U.S. LLC NEW 4,090 202K — +0.0% 1Q SEC ↗
11 WELLINGTON-ALTUS USA INC. 2,750 136K +1,700 +161.9% 1Q SEC ↗
12 SOA Wealth Advisors, LLC. 2,115 105K — +0.0% 7Q SEC ↗
13 BANK OF MONTREAL /CAN 1,724 85K — +0.0% 10Q SEC ↗
14 TD Waterhouse Canada Inc. 1,645 81K — +0.0% 10Q SEC ↗
15 OSAIC HOLDINGS, INC. 1,440 71K -3,792 -72.5% 10Q SEC ↗
16 Parallel Advisors, LLC 1,404 69K — +0.0% 3Q SEC ↗
17 MORGAN STANLEY 1,335 66K -101 -7.0% 10Q SEC ↗
18 FMR LLC 1,160 57K +345 +42.3% 10Q SEC ↗
19 MERCER GLOBAL ADVISORS INC /ADV NEW 795 39K — +0.0% 1Q SEC ↗
20 UBS Group AG 734 36K +203 +38.2% 5Q SEC ↗
21 ROYAL BANK OF CANADA 656 32K +228 +53.3% 10Q SEC ↗
22 Financial Perspectives, Inc 512 25K -53 -9.4% 10Q SEC ↗
23 Farther Finance Advisors, LLC 512 25K — +0.0% 6Q SEC ↗
24 Federation des caisses Desjardins du Q 250 12K — +0.0% 8Q SEC ↗
25 VANGUARD ADVISERS INC 225 11K -2 -0.9% 2Q SEC ↗
26 Steward Partners Investment Advisory, 136 7K +6 +4.6% 10Q SEC ↗
27 ASSETMARK, INC 103 5K +37 +56.1% 8Q SEC ↗
28 BLAIR WILLIAM & CO/IL 82 4K -34 -29.3% 3Q SEC ↗
29 GILPIN WEALTH MANAGEMENT, LLC 50 2K — +0.0% 3Q SEC ↗
30 Allworth Financial LP 47 2K — +0.0% 7Q SEC ↗
31 NATIONAL BANK OF CANADA /FI 33 2K — +0.0% 6Q SEC ↗
32 GHP Investment Advisors, Inc. 30 1K — +0.0% 10Q SEC ↗
33 BFSG, LLC NEW 27 1K — +0.0% 1Q SEC ↗
34 Global Retirement Partners, LLC NEW 14 1K — +0.0% 1Q SEC ↗
35 Cassaday & Co Wealth Management LLC 3 0K — +0.0% 2Q SEC ↗
36 Russell Investments Group, Ltd. NEW 1 0K — +0.0% 1Q SEC ↗
37 Western Wealth Management, LLC 0 0K -72 -100.0% 1Q SEC ↗
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 0K -262 -100.0% 2Q SEC ↗
39 Arkadios Wealth Advisors 0 0K -5,222 -100.0% 3Q SEC ↗
40 Aptus Capital Advisors, LLC 0 0K -10 -100.0% 1Q SEC ↗
41 COMMONWEALTH EQUITY SERVICES, LLC 0 0K -4,911 -100.0% 8Q SEC ↗
42 CITIGROUP INC 0 0K -107 -100.0% 1Q SEC ↗
43 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0 0K -48 -100.0% 1Q SEC ↗
44 Laurel Wealth Advisors LLC 0 0K -335 -100.0% 1Q SEC ↗
45 Plante Moran Financial Advisors, LLC 0 0K -3 -100.0% 1Q SEC ↗
46 Game Plan Financial Advisors, LLC 0 0K -4 -100.0% 1Q SEC ↗
47 WELLS FARGO & COMPANY/MN 0 0K -63 -100.0% 10Q SEC ↗
48 GOLDMAN SACHS GROUP INC 0 0K -31,019 -100.0% 8Q SEC ↗
49 DAGCO, INC. 0 0K -482 -100.0% 1Q SEC ↗
50 Kestra Advisory Services, LLC 0 0K -844 -100.0% 1Q SEC ↗
Biggest Increases (9)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +26,667 +121.6% 48,589
WEALTH ENHANCEMENT ADVISORY SERVICE +3,567 +4.3% 86,392
WELLINGTON-ALTUS USA INC. +1,700 +161.9% 2,750
FMR LLC +345 +42.3% 1,160
ROYAL BANK OF CANADA +228 +53.3% 656
UBS Group AG +203 +38.2% 734
LPL Financial LLC +185 +0.1% 200,029
ASSETMARK, INC +37 +56.1% 103
Steward Partners Investment Advisor +6 +4.6% 136
Biggest Decreases (9)
HolderReducedChange %Total Shares
OSAIC HOLDINGS, INC. -3,792 -72.5% 1,440
HCR Wealth Advisors -785 -14.5% 4,645
WEDBUSH SECURITIES INC -500 -10.6% 4,220
MORGAN STANLEY -101 -7.0% 1,335
WELLS FARGO & COMPANY/MN -63 -100.0% 0
Financial Perspectives, Inc -53 -9.4% 512
BLAIR WILLIAM & CO/IL -34 -29.3% 82
Integrated Wealth Concepts LLC -32 -0.2% 17,152
VANGUARD ADVISERS INC -2 -0.9% 225

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms