IDVO institutional holders

AMPLIFY ETF TR · 13F, 2026Q2

Managers holding127
Shares held12,708,999
Reported value$533.9m
Quarter flows31 new, 62 added, 20 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC2,283,788$95.9m0.0%
CPC Advisors, LLC1,256,789$52.8m7.1%
Janney Montgomery Scott LLC1,083,262$45.5m0.1%
LPL Financial LLC997,619$41.9m0.0%
GREAT VALLEY ADVISOR GROUP, INC.639,968$26.9m0.4%
OSAIC HOLDINGS, INC.614,472$25.8m0.0%
Principle Wealth Partners LLC472,356$19.8m1.0%
STIFEL FINANCIAL CORP456,668$19.2m0.0%
MORGAN STANLEY431,833$18.1m0.0%
Sequoia Financial Advisors, LLC422,510$17.7m0.1%
UBS Group AG346,337$14.5m0.0%
ROYAL BANK OF CANADA235,435$9.9m0.0%
CARY STREET PARTNERS FINANCIAL LLC230,381$9.7m0.2%
COMMONWEALTH EQUITY SERVICES, LLC223,609$9.4m0.0%
Elmwood Wealth Management, Inc.205,229$8.6m2.2%
ARQ WEALTH ADVISORS, LLC164,798$7.1m0.9%
EverSource Wealth Advisors, LLC165,082$6.9m0.2%
Steward Partners Investment Advisory, LLC143,993$6.0m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO139,950$5.9m0.0%
TRUIST FINANCIAL CORP135,849$5.7m0.0%
Atlas Wealth LLC127,500$5.4m0.8%
ENVESTNET ASSET MANAGEMENT INC123,897$5.2m0.0%
IAM Advisory, LLC103,899$4.4m0.9%
Proficio Capital Partners LLC101,520$4.3m0.2%
Baird Financial Group, Inc.94,185$4.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IDVO"). IDVO price history · All 13F data

Get a free API keySee history bundlesDownload free samples