QDVO Institutional Ownership
Amplify CWP Growth & Income ETF
1W: +0.1%
1M: +2.4%
3M: +1.4%
YTD: +5.7%
1Y: +5.9%
$30.21
+0.22 (+0.73%)
Weekly Expected Move ±1.5%
$29
$30
$30
$31
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QDVO
61
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
168M
Total Invested
19
New Positions
25
Increased
14
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (69 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 2,427,018 | 73M | +492,819 | +25.5% | 5Q | SEC ↗ |
| 2 | Merit Financial Group, LLC | 689,804 | 21M | +2,232 | +0.3% | 4Q | SEC ↗ |
| 3 | CARY STREET PARTNERS FINANCIAL LLC NEW | 431,208 | 13M | — | +0.0% | 1Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 393,794 | 12M | +28,708 | +7.9% | 4Q | SEC ↗ |
| 5 | LPL Financial LLC | 372,933 | 11M | +93,363 | +33.4% | 5Q | SEC ↗ |
| 6 | Visionary Wealth Advisors | 205,799 | 6M | +35,834 | +21.1% | 7Q | SEC ↗ |
| 7 | BANK OF MONTREAL /CAN | 193,466 | 6M | +158,030 | +446.0% | 5Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 191,596 | 6M | +91,464 | +91.3% | 3Q | SEC ↗ |
| 9 | SAGESPRING WEALTH PARTNERS, LLC | 94,839 | 3M | +5,989 | +6.7% | 2Q | SEC ↗ |
| 10 | Cassady Wealth & Retirement Planning, | 57,312 | 2M | +10,371 | +22.1% | 3Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC | 48,574 | 1M | +9,647 | +24.8% | 5Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 43,189 | 1M | -32,571 | -43.0% | 5Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO NEW | 41,517 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | CARY STREET PARTNERS INVESTMENT ADVISO NEW | 40,176 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CAP Partners, LLC | 37,553 | 1M | +20,862 | +125.0% | 3Q | SEC ↗ |
| 16 | Sigma Planning Corp | 35,514 | 1M | -11,303 | -24.1% | 3Q | SEC ↗ |
| 17 | Stratos Wealth Partners, LTD. | 32,954 | 996K | -2,718 | -7.6% | 3Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 32,189 | 972K | +2,643 | +8.9% | 2Q | SEC ↗ |
| 19 | Tactive Advisors, LLC | 26,577 | 803K | +828 | +3.2% | 2Q | SEC ↗ |
| 20 | Souders Financial Advisors | 25,295 | 764K | +7,996 | +46.2% | 4Q | SEC ↗ |
| 21 | Claris Financial LLC | 25,259 | 763K | -5,563 | -18.0% | 3Q | SEC ↗ |
| 22 | UBS Group AG | 23,917 | 723K | +14,082 | +143.2% | 3Q | SEC ↗ |
| 23 | GREAT VALLEY ADVISOR GROUP, INC. | 23,715 | 716K | +1,166 | +5.2% | 3Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC NEW | 22,194 | 670K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 20,536 | 620K | +10,766 | +110.2% | 2Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 12,667 | 383K | -1,396 | -9.9% | 4Q | SEC ↗ |
| 27 | Latitude Advisors, LLC | 12,597 | 381K | -1,505 | -10.7% | 4Q | SEC ↗ |
| 28 | NWF Advisory Services Inc. NEW | 12,000 | 363K | — | +0.0% | 1Q | SEC ↗ |
| 29 | PFG Investments, LLC | 11,998 | 362K | +151 | +1.3% | 3Q | SEC ↗ |
| 30 | Capital Wealth Planning, LLC | 11,995 | 362K | +300 | +2.6% | 5Q | SEC ↗ |
| 31 | OLD MISSION CAPITAL LLC NEW | 11,858 | 358K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Onyx Bridge Wealth Group LLC | 10,173 | 307K | — | +0.0% | 7Q | SEC ↗ |
| 33 | HBK Sorce Advisory LLC NEW | 10,115 | 306K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Keating Financial Advisory Services, I | 10,070 | 304K | +2,150 | +27.1% | 3Q | SEC ↗ |
| 35 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,472 | 286K | +815 | +9.4% | 3Q | SEC ↗ |
| 36 | Hilltop Holdings Inc. NEW | 9,085 | 274K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Traynor Capital Management, Inc. NEW | 7,771 | 235K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Avidian Wealth Enterprises, LLC NEW | 6,870 | 208K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Clear Trail Advisors, LLC | 6,749 | 204K | -4,140 | -38.0% | 3Q | SEC ↗ |
| 40 | Global Retirement Partners, LLC NEW | 3,771 | 114K | — | +0.0% | 1Q | SEC ↗ |
| 41 | MTM Investment Management, LLC | 1,700 | 51K | — | +0.0% | 2Q | SEC ↗ |
| 42 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,500 | 45K | — | +0.0% | 1Q | SEC ↗ |
| 43 | CWM, LLC | 1,427 | 43K | +285 | +25.0% | 7Q | SEC ↗ |
| 44 | Institute for Wealth Management, LLC. NEW | 1,138 | 34K | — | +0.0% | 1Q | SEC ↗ |
| 45 | PURSUIT WEALTH STRATEGIES, LLC NEW | 1,009 | 30K | — | +0.0% | 1Q | SEC ↗ |
| 46 | TSFG, LLC NEW | 981 | 30K | — | +0.0% | 1Q | SEC ↗ |
| 47 | PIN OAK INVESTMENT ADVISORS INC | 792 | 24K | — | +0.0% | 4Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP NEW | 514 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. NEW | 425 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 50 | IFP Advisors, Inc | 342 | 10K | +46 | +15.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 431,208 | 13M |
| JPMORGAN CHASE & CO | 41,517 | 1M |
| CARY STREET PARTNERS INVESTMENT ADV | 40,176 | 1M |
| JANE STREET GROUP, LLC | 22,194 | 670K |
| NWF Advisory Services Inc. | 12,000 | 363K |
| OLD MISSION CAPITAL LLC | 11,858 | 358K |
| HBK Sorce Advisory LLC | 10,115 | 306K |
| Hilltop Holdings Inc. | 9,085 | 274K |
| Traynor Capital Management, Inc. | 7,771 | 235K |
| Avidian Wealth Enterprises, LLC | 6,870 | 208K |
| Global Retirement Partners, LLC | 3,771 | 114K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,500 | 45K |
| Institute for Wealth Management, LL | 1,138 | 34K |
| PURSUIT WEALTH STRATEGIES, LLC | 1,009 | 30K |
| TSFG, LLC | 981 | 30K |
| JONES FINANCIAL COMPANIES LLLP | 514 | 16K |
| HARBOUR INVESTMENTS, INC. | 425 | 13K |
| SALEM INVESTMENT COUNSELORS INC | 325 | 10K |
| AE Wealth Management LLC | 300 | 9K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 29,043 | 877K |
| HRT FINANCIAL LP | 13,545 | 409K |
| ENVESTNET ASSET MANAGEMENT INC | 12,910 | 390K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,225 | 339K |
| Equitable Holdings, Inc. | 10,187 | 308K |
| Ascentis Independent Advisors | 9,609 | 290K |
| BROWN ADVISORY INC | 9,108 | 275K |
| GTS SECURITIES LLC | 8,714 | 263K |
| AlphaCore Capital LLC | 6,100 | 184K |
| Blue Trust, Inc. | 4,086 | 123K |
| GROUP ONE TRADING LLC | 674 | 20K |
| CoreCap Advisors, LLC | 643 | 19K |
| Western Wealth Management, LLC | 97 | 3K |
| CX Institutional | 40 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +492,819 | +25.5% | 2,427,018 |
| BANK OF MONTREAL /CAN | +158,030 | +446.0% | 193,466 |
| LPL Financial LLC | +93,363 | +33.4% | 372,933 |
| OSAIC HOLDINGS, INC. | +91,464 | +91.3% | 191,596 |
| Visionary Wealth Advisors | +35,834 | +21.1% | 205,799 |
| ROYAL BANK OF CANADA | +28,708 | +7.9% | 393,794 |
| CAP Partners, LLC | +20,862 | +125.0% | 37,553 |
| UBS Group AG | +14,082 | +143.2% | 23,917 |
| Private Advisor Group, LLC | +10,766 | +110.2% | 20,536 |
| Cassady Wealth & Retirement Plannin | +10,371 | +22.1% | 57,312 |
| Janney Montgomery Scott LLC | +9,647 | +24.8% | 48,574 |
| Souders Financial Advisors | +7,996 | +46.2% | 25,295 |
| SAGESPRING WEALTH PARTNERS, LLC | +5,989 | +6.7% | 94,839 |
| STIFEL FINANCIAL CORP | +2,643 | +8.9% | 32,189 |
| Merit Financial Group, LLC | +2,232 | +0.3% | 689,804 |
| Keating Financial Advisory Services | +2,150 | +27.1% | 10,070 |
| GREAT VALLEY ADVISOR GROUP, INC. | +1,166 | +5.2% | 23,715 |
| Tactive Advisors, LLC | +828 | +3.2% | 26,577 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +815 | +9.4% | 9,472 |
| Capital Wealth Planning, LLC | +300 | +2.6% | 11,995 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Steward Partners Investment Advisor | -32,571 | -43.0% | 43,189 |
| Sigma Planning Corp | -11,303 | -24.1% | 35,514 |
| Claris Financial LLC | -5,563 | -18.0% | 25,259 |
| Clear Trail Advisors, LLC | -4,140 | -38.0% | 6,749 |
| Stratos Wealth Partners, LTD. | -2,718 | -7.6% | 32,954 |
| Latitude Advisors, LLC | -1,505 | -10.7% | 12,597 |
| NewEdge Advisors, LLC | -1,396 | -9.9% | 12,667 |