SWAN Institutional Ownership
Amplify BlackSwan Growth & Treasury Core ETF
1W: -0.9%
1M: -2.9%
3M: -4.0%
YTD: -1.1%
1Y: -0.9%
3Y: +42.7%
5Y: +5.8%
$32.06
+0.10 (+0.32%)
Weekly Expected Move ±1.8%
$31
$32
$32
$33
$33
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SWAN
40
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
118M
Total Invested
5
New Positions
11
Increased
17
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (45 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 2,203,400 | 71M | +30,580 | +1.4% | 13Q | SEC ↗ |
| 2 | LaSalle St. Investment Advisors, LLC | 492,780 | 16M | +19,033 | +4.0% | 4Q | SEC ↗ |
| 3 | NewEdge Advisors, LLC | 199,260 | 6M | +1,750 | +0.9% | 25Q | SEC ↗ |
| 4 | LifePlan Financial, LLC | 146,278 | 5M | -877 | -0.6% | 11Q | SEC ↗ |
| 5 | Summit Financial, LLC | 74,269 | 2M | +7,498 | +11.2% | 4Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 61,152 | 2M | -5,203 | -7.8% | 9Q | SEC ↗ |
| 7 | Global View Capital Management LLC | 45,281 | 1M | +10,262 | +29.3% | 7Q | SEC ↗ |
| 8 | OLD MISSION CAPITAL LLC | 38,408 | 1M | +15,563 | +68.1% | 2Q | SEC ↗ |
| 9 | LPL Financial LLC | 33,616 | 1M | -9,409 | -21.9% | 26Q | SEC ↗ |
| 10 | RDA Financial Network | 30,226 | 969K | -1,037 | -3.3% | 24Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 29,739 | 954K | +2,104 | +7.6% | 3Q | SEC ↗ |
| 12 | Ausdal Financial Partners, Inc. | 29,533 | 947K | -8,485 | -22.3% | 31Q | SEC ↗ |
| 13 | First PREMIER Bank | 28,343 | 909K | -8,200 | -22.4% | 25Q | SEC ↗ |
| 14 | McAdam, LLC | 23,179 | 743K | -111,982 | -82.9% | 23Q | SEC ↗ |
| 15 | Hyundai Investments Co., Ltd. | 18,425 | 591K | -2,348 | -11.3% | 3Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 13,479 | 432K | -1,454 | -9.7% | 29Q | SEC ↗ |
| 17 | MONEY CONCEPTS CAPITAL CORP | 10,693 | 343K | -480 | -4.3% | 13Q | SEC ↗ |
| 18 | StoneX Group Inc. | 9,975 | 320K | +33 | +0.3% | 4Q | SEC ↗ |
| 19 | Belpointe Asset Management LLC NEW | 9,368 | 300K | — | +0.0% | 1Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 8,995 | 288K | +2,812 | +45.5% | 26Q | SEC ↗ |
| 21 | OPPENHEIMER & CO INC | 8,803 | 282K | -758 | -7.9% | 2Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,458 | 239K | -1,499 | -16.7% | 2Q | SEC ↗ |
| 23 | Badgley Phelps Wealth Managers, LLC NEW | 7,371 | 236K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Jaffetilchin Investment Partners, LLC | 6,635 | 213K | +46 | +0.7% | 3Q | SEC ↗ |
| 25 | Aptus Capital Advisors, LLC | 5,734 | 184K | — | +0.0% | 10Q | SEC ↗ |
| 26 | ANGELES WEALTH MANAGEMENT, LLC | 3,344 | 107K | — | +0.0% | 3Q | SEC ↗ |
| 27 | Farther Finance Advisors, LLC | 1,400 | 45K | — | +0.0% | 9Q | SEC ↗ |
| 28 | Global Retirement Partners, LLC NEW | 1,338 | 43K | — | +0.0% | 1Q | SEC ↗ |
| 29 | NATIONAL BANK OF CANADA /FI | 730 | 23K | — | +0.0% | 19Q | SEC ↗ |
| 30 | Blue Trust, Inc. | 668 | 21K | — | +0.0% | 14Q | SEC ↗ |
| 31 | CWM, LLC | 520 | 17K | +4 | +0.8% | 18Q | SEC ↗ |
| 32 | HARBOUR INVESTMENTS, INC. | 277 | 9K | +2 | +0.7% | 17Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN | 200 | 6K | +199 | +19900.0% | 17Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV NEW | 158 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 35 | MORGAN STANLEY | 68 | 2K | -228 | -77.0% | 23Q | SEC ↗ |
| 36 | AE Wealth Management LLC | 66 | 2K | — | +0.0% | 6Q | SEC ↗ |
| 37 | IFP Advisors, Inc | 10 | 0K | — | +0.0% | 25Q | SEC ↗ |
| 38 | BlackRock, Inc. NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Federation des caisses Desjardins du Q | 0 | 0K | -50 | -100.0% | 1Q | SEC ↗ |
| 40 | Tredje AP-fonden | 0 | 0K | -6,525,000 | -100.0% | 7Q | SEC ↗ |
| 41 | M Holdings Securities, Inc. | 0 | 0K | -18,620 | -100.0% | 3Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC | 0 | 0K | -7,056 | -100.0% | 1Q | SEC ↗ |
| 43 | XY Planning Network, Inc. | 0 | 0K | -6,400 | -100.0% | 1Q | SEC ↗ |
| 44 | Capital Investment Advisory Services, | 0 | 0K | -1,355 | -100.0% | 8Q | SEC ↗ |
| 45 | Meridian Wealth Management, LLC | 0 | 0K | -6,546 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Belpointe Asset Management LLC | 9,368 | 300K |
| Badgley Phelps Wealth Managers, LLC | 7,371 | 236K |
| Global Retirement Partners, LLC | 1,338 | 43K |
| MERCER GLOBAL ADVISORS INC /ADV | 158 | 5K |
| BlackRock, Inc. | 1 | 0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tredje AP-fonden | 6,525,000 | 209M |
| M Holdings Securities, Inc. | 18,620 | 597K |
| JANE STREET GROUP, LLC | 7,056 | 226K |
| Meridian Wealth Management, LLC | 6,546 | 210K |
| XY Planning Network, Inc. | 6,400 | 205K |
| Capital Investment Advisory Service | 1,355 | 43K |
| Federation des caisses Desjardins d | 50 | 2K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cerity Partners LLC | +30,580 | +1.4% | 2,203,400 |
| LaSalle St. Investment Advisors, LL | +19,033 | +4.0% | 492,780 |
| OLD MISSION CAPITAL LLC | +15,563 | +68.1% | 38,408 |
| Global View Capital Management LLC | +10,262 | +29.3% | 45,281 |
| Summit Financial, LLC | +7,498 | +11.2% | 74,269 |
| OSAIC HOLDINGS, INC. | +2,812 | +45.5% | 8,995 |
| AMERIPRISE FINANCIAL INC | +2,104 | +7.6% | 29,739 |
| NewEdge Advisors, LLC | +1,750 | +0.9% | 199,260 |
| WELLS FARGO & COMPANY/MN | +199 | +19900.0% | 200 |
| Jaffetilchin Investment Partners, L | +46 | +0.7% | 6,635 |
| StoneX Group Inc. | +33 | +0.3% | 9,975 |
| CWM, LLC | +4 | +0.8% | 520 |
| HARBOUR INVESTMENTS, INC. | +2 | +0.7% | 277 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| McAdam, LLC | -111,982 | -82.9% | 23,179 |
| LPL Financial LLC | -9,409 | -21.9% | 33,616 |
| Ausdal Financial Partners, Inc. | -8,485 | -22.3% | 29,533 |
| First PREMIER Bank | -8,200 | -22.4% | 28,343 |
| Cetera Investment Advisers | -5,203 | -7.8% | 61,152 |
| Hyundai Investments Co., Ltd. | -2,348 | -11.3% | 18,425 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,499 | -16.7% | 7,458 |
| ROYAL BANK OF CANADA | -1,454 | -9.7% | 13,479 |
| RDA Financial Network | -1,037 | -3.3% | 30,226 |
| LifePlan Financial, LLC | -877 | -0.6% | 146,278 |
| OPPENHEIMER & CO INC | -758 | -7.9% | 8,803 |
| MONEY CONCEPTS CAPITAL CORP | -480 | -4.3% | 10,693 |
| MORGAN STANLEY | -228 | -77.0% | 68 |