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BATT Institutional Ownership

Amplify Lithium & Battery Technology ETF
1W: -0.2% 1M: -5.5% 3M: -5.1% YTD: +3.4% 1Y: +11.0% 3Y: +39.3% 5Y: -4.5%
$14.57
+0.24 (+1.71%)
 
Weekly Expected Move ±3.2%
$14 $14 $15 $15 $16
ETF AMEX · AUM $117.4M

Institutional Ownership — BATT

64
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
14
New Positions
18
Increased
16
Reduced
9
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (71 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 631,754 9M +29,769 +4.9% 7Q SEC ↗
2 OLD MISSION CAPITAL LLC 138,202 2M +117,597 +570.7% 2Q SEC ↗
3 DAVENPORT & Co LLC 124,362 2M +481 +0.4% 2Q SEC ↗
4 AMERIPRISE FINANCIAL INC 117,173 2M +20,405 +21.1% 16Q SEC ↗
5 FIG FINANCIAL ADVISORY SERVICES INC /A NEW 93,424 1M — +0.0% 1Q SEC ↗
6 LPL Financial LLC 93,021 1M +8,001 +9.4% 22Q SEC ↗
7 Cetera Investment Advisers 75,748 1M +10,144 +15.5% 3Q SEC ↗
8 Steward Partners Investment Advisory, 40,373 588K +930 +2.4% 22Q SEC ↗
9 Beacon Pointe Advisors, LLC 35,812 522K +2,029 +6.0% 4Q SEC ↗
10 ROYAL BANK OF CANADA 32,683 476K +11,612 +55.1% 26Q SEC ↗
11 OSAIC HOLDINGS, INC. 30,708 448K +10,827 +54.5% 23Q SEC ↗
12 HighTower Advisors, LLC 29,639 432K -685 -2.3% 19Q SEC ↗
13 Synergy Asset Management, LLC NEW 29,390 428K — +0.0% 1Q SEC ↗
14 Cordoba Advisory Partners LLC 22,609 330K — +0.0% 3Q SEC ↗
15 Great Diamond Partners, LLC 22,466 327K +3,915 +21.1% 3Q SEC ↗
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,556 270K -18,411 -49.8% 2Q SEC ↗
17 AQR CAPITAL MANAGEMENT LLC NEW 16,422 239K — +0.0% 1Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 16,080 234K +2,291 +16.6% 3Q SEC ↗
19 CWM, LLC 15,161 221K — +0.0% 18Q SEC ↗
20 Baron Financial Group, LLC 13,925 203K +1,045 +8.1% 3Q SEC ↗
21 KESTRA PRIVATE WEALTH SERVICES, LLC NEW 13,605 198K — +0.0% 1Q SEC ↗
22 UBS Group AG 13,160 192K +5,445 +70.6% 17Q SEC ↗
23 SILVER OAK SECURITIES, INCORPORATED NEW 11,948 174K — +0.0% 1Q SEC ↗
24 Centerpoint Advisors, LLC 7,000 102K — +0.0% 2Q SEC ↗
25 Twin Lakes Capital Management, LLC 6,076 89K — +0.0% 16Q SEC ↗
26 Sherman Asset Management, Inc. 4,393 64K -48 -1.1% 7Q SEC ↗
27 MORGAN STANLEY 3,823 56K +1,491 +63.9% 23Q SEC ↗
28 Farther Finance Advisors, LLC 2,500 36K -119 -4.5% 3Q SEC ↗
29 IFP Advisors, Inc 2,000 29K — +0.0% 19Q SEC ↗
30 Phillip James Consulting Co. NEW 1,825 27K — +0.0% 1Q SEC ↗
31 N.E.W. Advisory Services LLC 1,750 26K — +0.0% 2Q SEC ↗
32 Financial Network Wealth Advisors LLC 1,429 21K — +0.0% 2Q SEC ↗
33 Integrated Wealth Concepts LLC NEW 1,300 19K — +0.0% 1Q SEC ↗
34 Harbor Asset Planning, Inc. 1,154 17K -956 -45.3% 5Q SEC ↗
35 IFG Advisory, LLC NEW 919 13K — +0.0% 1Q SEC ↗
36 BANK OF MONTREAL /CAN 651 9K +540 +486.5% 10Q SEC ↗
37 Qube Research & Technologies Ltd 573 8K +32 +5.9% 7Q SEC ↗
38 NATIONAL BANK OF CANADA /FI 500 7K — +0.0% 19Q SEC ↗
39 Arax Advisory Partners NEW 500 7K — +0.0% 1Q SEC ↗
40 Asset Dedication, LLC 421 6K — +0.0% 18Q SEC ↗
41 Rockefeller Capital Management L.P. 408 6K — +0.0% 4Q SEC ↗
42 FMR LLC 347 5K +150 +76.1% 3Q SEC ↗
43 SIMPLEX TRADING, LLC 326 5K -6,594 -95.3% 4Q SEC ↗
44 HARBOUR INVESTMENTS, INC. 316 5K -90,616 -99.7% 17Q SEC ↗
45 Cape Investment Advisory, Inc. NEW 306 4K — +0.0% 1Q SEC ↗
46 Golden State Wealth Management, LLC 250 4K — +0.0% 7Q SEC ↗
47 CITY HOLDING CO 155 2K — +0.0% 20Q SEC ↗
48 HM PAYSON & CO 140 2K — +0.0% 19Q SEC ↗
49 Capital Investment Advisory Services, NEW 124 2K — +0.0% 1Q SEC ↗
50 Aptus Capital Advisors, LLC 114 2K — +0.0% 11Q SEC ↗
Biggest Increases (18)
HolderAddedChange %Total Shares
OLD MISSION CAPITAL LLC +117,597 +570.7% 138,202
RAYMOND JAMES FINANCIAL INC +29,769 +4.9% 631,754
AMERIPRISE FINANCIAL INC +20,405 +21.1% 117,173
ROYAL BANK OF CANADA +11,612 +55.1% 32,683
OSAIC HOLDINGS, INC. +10,827 +54.5% 30,708
Cetera Investment Advisers +10,144 +15.5% 75,748
LPL Financial LLC +8,001 +9.4% 93,021
UBS Group AG +5,445 +70.6% 13,160
Great Diamond Partners, LLC +3,915 +21.1% 22,466
COMMONWEALTH EQUITY SERVICES, LLC +2,291 +16.6% 16,080
Beacon Pointe Advisors, LLC +2,029 +6.0% 35,812
MORGAN STANLEY +1,491 +63.9% 3,823
Baron Financial Group, LLC +1,045 +8.1% 13,925
Steward Partners Investment Advisor +930 +2.4% 40,373
BANK OF MONTREAL /CAN +540 +486.5% 651
DAVENPORT & Co LLC +481 +0.4% 124,362
FMR LLC +150 +76.1% 347
Qube Research & Technologies Ltd +32 +5.9% 573
Biggest Decreases (7)
HolderReducedChange %Total Shares
HARBOUR INVESTMENTS, INC. -90,616 -99.7% 316
SUSQUEHANNA INTERNATIONAL GROUP, LL -18,411 -49.8% 18,556
SIMPLEX TRADING, LLC -6,594 -95.3% 326
Harbor Asset Planning, Inc. -956 -45.3% 1,154
HighTower Advisors, LLC -685 -2.3% 29,639
Farther Finance Advisors, LLC -119 -4.5% 2,500
Sherman Asset Management, Inc. -48 -1.1% 4,393

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