Amplify CWP GRW & Inc. ETFQDVOETF

13F holders, Q4 2025 (December 31)
44holders +17
18new positions
5sold out
1famous investor
$29.02avg. 13F price*

At the end of Q4 2025, 44 institutions reported holding Amplify CWP GRW & Inc. ETF (QDVO) in their 13F filings, up 17 from Q3 2025. 18 opened new positions and 5 sold out. The largest holders were Raymond James Financial Inc. ($34.7M), Merit Financial Group, LLC ($18.1M) and Royal Bank of Canada ($9.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Amplify CWP GRW & Inc. ETF
CUSIP
032108524
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q3 2024: 4Q3 2024Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 12Q2 2025Q3 2025: 27Q3 2025Q4 2025: 44Q4 2025Q1 2026: 43Q1 2026Q2 2026: 51Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$7.6M
Exits5$2.6M

All 13F filers, Q3 2025 → Q4 2025: 1,049,927 shares bought and 137,141 shares sold, net +912,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

Raymond James Financial Inc. 0.01% Add +85.3% 1,194,236 $34.7M
Merit Financial Group, LLC 0.15% Add +3.3% 622,854 $18.1M
Royal Bank of Canada 0.00% Add +20.0% 317,566 $9.2M
LPL Financial LLC 0.00% Add +17.4% 243,983 $7.1M
Visionary Wealth Advisors 0.15% Add +15.9% 113,043 $3.3M
Citadel Advisors 0.00% Add +243.1% 98,278 $2.9M
Osaic Holdings, Inc. 0.00% New 69,393 $2.0M
Steward Partners Investment Advisory, LLC 0.01% Add +62.1% 65,583 $1.9M
Sigma Planning Corp 0.04% New 45,363 $1.3M
Bank of Montreal 0.00% No change 36,601 $1.1M
Stratos Wealth Partners, LTD. 0.01% New 34,324 $996K
Claris Financial LLC 0.48% Reduce -21.6% 30,822 $894K
Cassady Wealth & Retirement Planning, LLC 0.50% — 26,501 $769K
Janney Montgomery Scott LLC 0.00% Add +31.9% 15,713 $456K
Mercer Global Advisors Inc. 0.00% New 15,000 $435K
Souders Financial Advisors 0.05% Add +15.7% 14,661 $425K
Capital Wealth Planning, LLC 0.00% Add +51.5% 13,946 $405K
NewEdge Advisors, LLC 0.00% Add +13.0% 13,604 $395K
Envestnet Asset Management Inc. 0.00% New 12,910 $375K
Onyx Bridge Wealth Group LLC 0.04% Add +5.1% 12,121 $352K
PFG Investments, LLC 0.02% New 11,731 $340K
CAP Partners, LLC 0.19% New 11,493 $334K
Latitude Advisors, LLC 0.14% Add +61.0% 11,183 $325K
Clear Trail Advisors, LLC 0.07% — 10,860 $315K
Equitable Holdings, Inc. 0.00% Reduce -22.8% 10,187 $296K
Jane Street Group, LLC 0.00% Reduce -78.0% 9,976 $290K
Brown Advisory Inc. 0.00% New 9,108 $264K
GTS Securities LLC 0.01% New 8,714 $253K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,907 $231K
Keating Financial Advisory Services, Inc. 0.03% — 7,920 $230K
Great Valley Advisor Group, Inc. 0.00% New 7,570 $220K
Traynor Capital Management, Inc. 0.01% New 7,433 $216K
NWF Advisory Services Inc. 0.02% New 6,950 $202K
AlphaCore Capital LLC 0.00% New 6,100 $177K
UBS Group AG 0.00% New 5,791 $168K
Global Retirement Partners, LLC 0.00% Add +262.7% 3,627 $105K
Cwm, LLC 0.00% Add +96.2% 1,142 $33K
Pin Oak Investment Advisors Inc. 0.02% No change 792 $23K
Group One Trading LLC 0.00% Reduce -22.9% 674 $20K
CoreCap Advisors, LLC 0.00% New 627 $18K
IFP Advisors, Inc 0.00% New 40 $1K
CX Institutional 0.00% New 40 $1K
Morgan Stanley 0.00% Add +200.0% 3 $92
Wells Fargo & Company 0.00% Add +0.0% 2 $68

"% of holder's portfolio" is QDVO's weight in each manager's 13F, not the share of Amplify CWP GRW & Inc. ETF the manager owns.