IDVO Institutional Ownership
Amplify CWP International Enhanced Dividend Income ETF
1W: -1.5%
1M: -2.8%
3M: -1.3%
YTD: +7.1%
1Y: +12.3%
3Y: +77.4%
$41.62
+0.50 (+1.22%)
Weekly Expected Move ±2.0%
$40
$41
$42
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IDVO
140
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
490M
Total Invested
31
New Positions
62
Increased
32
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (147 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2,283,788 | $95M | +277,661 | +13.8% | 7Q | SEC ↗ |
| 2 | CPC Advisors, LLC | 1,256,789 | $52M | +1,246,877 | +12579.5% | 4Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 1,083,262 | $45M | +244,266 | +29.1% | 12Q | SEC ↗ |
| 4 | LPL Financial LLC | 997,619 | $42M | +215,778 | +27.6% | 12Q | SEC ↗ |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | 639,968 | $27M | +13,454 | +2.1% | 11Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 614,472 | $26M | +120,562 | +24.4% | 14Q | SEC ↗ |
| 7 | Principle Wealth Partners LLC | 472,356 | $20M | +51,049 | +12.1% | 5Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 456,668 | $19M | +48,035 | +11.8% | 11Q | SEC ↗ |
| 9 | MORGAN STANLEY | 431,833 | $18M | +431,376 | +94393.0% | 8Q | SEC ↗ |
| 10 | Sequoia Financial Advisors, LLC | 422,510 | $18M | -72,899 | -14.7% | 3Q | SEC ↗ |
| 11 | UBS Group AG | 346,337 | $14M | +8,412 | +2.5% | 9Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 235,435 | $10M | +136,976 | +139.1% | 13Q | SEC ↗ |
| 13 | CARY STREET PARTNERS FINANCIAL LLC NEW | 230,381 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 223,609 | $9M | +8,829 | +4.1% | 11Q | SEC ↗ |
| 15 | Elmwood Wealth Management, Inc. | 205,229 | $9M | +3,711 | +1.8% | 11Q | SEC ↗ |
| 16 | EverSource Wealth Advisors, LLC | 165,082 | $7M | +9,293 | +6.0% | 7Q | SEC ↗ |
| 17 | ARQ WEALTH ADVISORS, LLC NEW | 164,798 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Steward Partners Investment Advisory, | 143,993 | $6M | +6,217 | +4.5% | 14Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 139,950 | $6M | +25,392 | +22.2% | 3Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 135,849 | $6M | +5,062 | +3.9% | 5Q | SEC ↗ |
| 21 | Atlas Wealth LLC | 127,500 | $5M | +16,841 | +15.2% | 2Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 123,897 | $5M | -12,293 | -9.0% | 5Q | SEC ↗ |
| 23 | IAM Advisory, LLC | 103,899 | $4M | +4,387 | +4.4% | 2Q | SEC ↗ |
| 24 | Proficio Capital Partners LLC | 101,520 | $4M | +38,310 | +60.6% | 3Q | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 94,185 | $4M | +47,426 | +101.4% | 2Q | SEC ↗ |
| 26 | Visionary Wealth Advisors | 91,960 | $4M | +11,244 | +13.9% | 11Q | SEC ↗ |
| 27 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, | 90,798 | $4M | +783 | +0.9% | 9Q | SEC ↗ |
| 28 | SAGESPRING WEALTH PARTNERS, LLC | 65,126 | $3M | +6,528 | +11.1% | 2Q | SEC ↗ |
| 29 | Retirement Planning Group, LLC | 65,021 | $3M | +8,618 | +15.3% | 2Q | SEC ↗ |
| 30 | Financial Insights, Inc. | 54,234 | $2M | +3,575 | +7.1% | 4Q | SEC ↗ |
| 31 | Pasadena Private Wealth, LLC | 52,424 | $2M | +10,241 | +24.3% | 5Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 48,847 | $2M | +11,063 | +29.3% | 6Q | SEC ↗ |
| 33 | CAP Partners, LLC | 46,446 | $2M | +1,080 | +2.4% | 11Q | SEC ↗ |
| 34 | Capital Investment Advisory Services, | 45,214 | $2M | +3,045 | +7.2% | 13Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 41,073 | $2M | +2,749 | +7.2% | 6Q | SEC ↗ |
| 36 | URS Advisory LLC | 37,539 | $2M | -24,541 | -39.5% | 2Q | SEC ↗ |
| 37 | Northwest Financial Advisors | 35,333 | $1M | -1,469 | -4.0% | 11Q | SEC ↗ |
| 38 | Snowden Capital Advisors LLC | 34,852 | $1M | +2,109 | +6.4% | 5Q | SEC ↗ |
| 39 | JONES FINANCIAL COMPANIES LLLP | 34,521 | $1M | +9,271 | +36.7% | 5Q | SEC ↗ |
| 40 | Navis Wealth Advisors, LLC NEW | 31,726 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | OLD MISSION CAPITAL LLC | 31,455 | $1M | -22,531 | -41.7% | 2Q | SEC ↗ |
| 42 | WEST MICHIGAN ADVISORS, LLC | 30,902 | $1M | — | +0.0% | 11Q | SEC ↗ |
| 43 | Carr Financial Group Corp | 30,289 | $1M | +2,561 | +9.2% | 3Q | SEC ↗ |
| 44 | Private Advisor Group, LLC | 28,527 | $1M | +7,530 | +35.9% | 2Q | SEC ↗ |
| 45 | Karras Company, Inc. | 28,420 | $1M | +8,792 | +44.8% | 3Q | SEC ↗ |
| 46 | MILESTONE ASSET MANAGEMENT, LLC NEW | 26,298 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 47 | US BANCORP \DE | 25,881 | $1M | +9,471 | +57.7% | 2Q | SEC ↗ |
| 48 | JPMORGAN CHASE & CO | 25,002 | $1M | +24,944 | +43006.9% | 3Q | SEC ↗ |
| 49 | Bright Futures Wealth Management, LLC. | 24,527 | $1M | -2,900 | -10.6% | 2Q | SEC ↗ |
| 50 | Savvy Advisors, Inc. | 24,310 | $1M | -821 | -3.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 230,381 | $10M |
| ARQ WEALTH ADVISORS, LLC | 164,798 | $7M |
| Navis Wealth Advisors, LLC | 31,726 | $1M |
| MILESTONE ASSET MANAGEMENT, LLC | 26,298 | $1M |
| CARY STREET PARTNERS INVESTMENT ADV | 22,709 | $945K |
| Kestra Advisory Services, LLC | 14,684 | $611K |
| Sigma Planning Corp | 10,135 | $422K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 8,991 | $374K |
| Strategic Wealth Partners, Ltd. | 8,933 | $372K |
| Mariner, LLC | 8,300 | $345K |
| FLAGSTAR SECURITIES, INC | 7,375 | $307K |
| HighTower Advisors, LLC | 6,727 | $280K |
| LifeGoal Investments, LLC | 6,313 | $263K |
| Capital Wealth Planning, LLC | 5,747 | $239K |
| MONECO ADVISORS, LLC | 5,133 | $214K |
| Brookstone Capital Management | 5,096 | $212K |
| Mission Hills Financial Advisory, L | 5,051 | $210K |
| JOURNEY STRATEGIC WEALTH LLC | 4,974 | $207K |
| Avidian Wealth Enterprises, LLC | 4,850 | $202K |
| Trexquant Investment LP | 4,846 | $202K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 74,924 | $3M |
| TBH Global Asset Management, LLC | 58,522 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 48,754 | $2M |
| JANE STREET GROUP, LLC | 43,500 | $2M |
| FIG FINANCIAL ADVISORY SERVICES INC | 39,648 | $2M |
| Thompson David Blair | 14,853 | $618K |
| SeaCrest Wealth Management, LLC | 14,370 | $598K |
| Patriot Financial Group Insurance A | 6,114 | $254K |
| Sage Capital Management, LLC | 5,900 | $246K |
| AlphaCore Capital LLC | 5,650 | $235K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,825 | $76K |
| Reyes Financial Architecture, Inc. | 1,488 | $62K |
| Qube Research & Technologies Ltd | 1,480 | $62K |
| OPTIMA CAPITAL LLC | 773 | $32K |
| Berbice Capital Management LLC | 100 | $4K |
| Legacy Wealth Managment, LLC/ID | 23 | $1K |
| Quattro Advisors LLC | 4 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CPC Advisors, LLC | +1,246,877 | +12579.5% | 1,256,789 |
| MORGAN STANLEY | +431,376 | +94393.0% | 431,833 |
| RAYMOND JAMES FINANCIAL INC | +277,661 | +13.8% | 2,283,788 |
| Janney Montgomery Scott LLC | +244,266 | +29.1% | 1,083,262 |
| LPL Financial LLC | +215,778 | +27.6% | 997,619 |
| ROYAL BANK OF CANADA | +136,976 | +139.1% | 235,435 |
| OSAIC HOLDINGS, INC. | +120,562 | +24.4% | 614,472 |
| Principle Wealth Partners LLC | +51,049 | +12.1% | 472,356 |
| STIFEL FINANCIAL CORP | +48,035 | +11.8% | 456,668 |
| Baird Financial Group, Inc. | +47,426 | +101.4% | 94,185 |
| Proficio Capital Partners LLC | +38,310 | +60.6% | 101,520 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +25,392 | +22.2% | 139,950 |
| JPMORGAN CHASE & CO | +24,944 | +43006.9% | 25,002 |
| Atlas Wealth LLC | +16,841 | +15.2% | 127,500 |
| GREAT VALLEY ADVISOR GROUP, INC. | +13,454 | +2.1% | 639,968 |
| HARBOUR INVESTMENTS, INC. | +11,843 | +122.7% | 21,492 |
| Visionary Wealth Advisors | +11,244 | +13.9% | 91,960 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +11,063 | +29.3% | 48,847 |
| Pasadena Private Wealth, LLC | +10,241 | +24.3% | 52,424 |
| US BANCORP \DE | +9,471 | +57.7% | 25,881 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | -72,899 | -14.7% | 422,510 |
| URS Advisory LLC | -24,541 | -39.5% | 37,539 |
| OLD MISSION CAPITAL LLC | -22,531 | -41.7% | 31,455 |
| ENVESTNET ASSET MANAGEMENT INC | -12,293 | -9.0% | 123,897 |
| Bright Futures Wealth Management, L | -2,900 | -10.6% | 24,527 |
| SIMPLEX TRADING, LLC | -2,464 | -38.8% | 3,887 |
| Farther Finance Advisors, LLC | -2,287 | -9.2% | 22,637 |
| AE Wealth Management LLC | -1,953 | -95.1% | 100 |
| Northwest Financial Advisors | -1,469 | -4.0% | 35,333 |
| Goldstone Financial Group, LLC | -1,269 | -6.2% | 19,256 |
| Savvy Advisors, Inc. | -821 | -3.3% | 24,310 |
| Clear Trail Advisors, LLC | -614 | -11.3% | 4,839 |
| CWM, LLC | -550 | -68.8% | 250 |
| PFG Investments, LLC | -493 | -6.8% | 6,757 |
| Redwood Family Wealth LLC | -460 | -5.0% | 8,747 |
| Ancora Advisors LLC | -354 | -18.1% | 1,604 |
| Hilltop Holdings Inc. | -185 | -0.9% | 20,451 |
| Federation des caisses Desjardins d | -145 | -23.5% | 473 |
| IFP Advisors, Inc | -41 | -3.7% | 1,082 |
| Capital Analysts, LLC | -3 | -0.7% | 423 |