Amplify Blckswn Grow TrsrySWANETF

13F holders, Q1 2024 (March 31)
34holders
1famous investor
$27.92avg. 13F price*

At the end of Q1 2024, 34 institutions reported holding Amplify Blckswn Grow Trsry (SWAN) in their 13F filings. The largest holders were Cerity Partners LLC ($66.1M), Osaic Holdings, Inc. ($14.4M) and NewEdge Advisors, LLC ($6.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Amplify Blckswn Grow Trsry
CUSIP
032108888
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 34Q1 2024Q2 2024: 37Q2 2024Q3 2024: 37Q3 2024Q4 2024: 39Q4 2024Q1 2025: 35Q1 2025Q2 2025: 32Q2 2025Q3 2025: 35Q3 2025Q4 2025: 36Q4 2025Q1 2026: 37Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$1.5M
Exits5$831K

Ownership 34 holders

Cerity Partners LLC 0.17% Reduce -4.5% 2,367,080 $66.1M
Osaic Holdings, Inc. 0.03% Add +0.8% 515,261 $14.4M
NewEdge Advisors, LLC 0.05% Reduce -3.4% 217,590 $6.1M
LifePlan Financial, LLC 3.61% Reduce -1.2% 141,024 $3.9M
Trilogy Capital Inc. 0.22% Reduce -4.5% 136,045 $3.8M
First PREMIER Bank 0.90% Reduce -0.8% 121,885 $3.4M
McAdam, LLC 0.21% Add +3.4% 117,729 $3.3M
RDA Financial Network 0.99% Reduce -0.5% 103,565 $2.9M
Freedom Investment Management, Inc. 0.18% Reduce -3.3% 81,119 $2.3M
LPL Financial LLC 0.00% Reduce -49.6% 78,909 $2.2M
Jane Street Group, LLC 0.00% New 33,410 $933K
Royal Bank of Canada 0.00% Reduce -2.5% 29,829 $833K
HighTower Advisors, LLC 0.00% Reduce -20.7% 26,634 $744K
Ausdal Financial Partners, Inc. 0.08% Add +21.0% 25,414 $710K
Raymond James Financial Services Advisors, Inc. 0.00% New 20,677 $577K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -17.3% 19,192 $536K
Money Concepts Capital Corp. 0.03% Add +31.2% 12,114 $338K
Meridian Wealth Management, LLC 0.04% Reduce -9.6% 8,853 $246K
Citadel Advisors 0.00% Add +24.7% 8,336 $233K
AlTi Global, Inc. 0.01% No change 8,035 $224K
Impact Partnership Wealth, LLC 0.08% Reduce -16.9% 7,038 $197K
Centaurus Financial, Inc. 0.01% No change 5,986 $167K
Aptus Capital Advisors, LLC 0.00% Add +0.0% 5,735 $160K
National Bank of Canada 0.00% Reduce -22.5% 1,490 $41K
Capital Investment Advisory Services, LLC 0.00% New 1,355 $38K
Cwm, LLC 0.00% Reduce -15.2% 1,247 $35K
Harbour Investments, Inc. 0.00% No change 1,024 $29K
UBS Group AG 0.00% Add +9.9% 987 $28K
Blue Trust, Inc. 0.00% No change 668 $19K
Morgan Stanley 0.00% Reduce -10.1% 293 $8K
Wells Fargo & Company 0.00% Add +6300.0% 128 $4K
Global Retirement Partners, LLC 0.00% No change 96 $3K
IFP Advisors, Inc 0.00% No change 10 $279
Gradient Investments LLC 0.00% New 1 $26

"% of holder's portfolio" is SWAN's weight in each manager's 13F, not the share of Amplify Blckswn Grow Trsry the manager owns.