Amplify Blckswn Grow TrsrySWANETF
13F holders, Q1 2025 (March 31)35holders −4
5new positions
7sold out
1famous investor
$28.71avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding Amplify Blckswn Grow Trsry (SWAN) in their 13F filings, down 4 from Q4 2024. 5 opened new positions and 7 sold out. The largest holders were Tredje AP-fonden ($92.6M), Cerity Partners LLC ($61.4M) and Osaic Holdings, Inc. ($11.9M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.5M |
| Exits | 7 | $5.0M |
All 13F filers, Q4 2024 → Q1 2025: 546,321 shares bought and 211,437 shares sold, net +334,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Tredje AP-fonden | 0.86% | No change | 3,225,000 | $92.6M |
| Cerity Partners LLC | 0.13% | Add +0.7% | 2,138,923 | $61.4M |
| Osaic Holdings, Inc. | 0.03% | Add +97.6% | 412,907 | $11.9M |
| LaSalle St. Investment Advisors, LLC | 1.94% | New | 287,075 | $8.2M |
| NewEdge Advisors, LLC | 0.04% | Add +4.0% | 218,719 | $6.3M |
| LifePlan Financial, LLC | 3.59% | Add +2.3% | 143,266 | $4.1M |
| McAdam, LLC | 0.20% | Reduce -0.0% | 110,107 | $3.2M |
| First PREMIER Bank | 0.72% | No change | 98,680 | $2.8M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -7.4% | 71,729 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -11.4% | 65,253 | $1.9M |
| RDA Financial Network | 0.33% | Reduce -11.7% | 38,313 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +4.6% | 29,253 | $840K |
| LPL Financial LLC | 0.00% | Add +25.4% | 23,044 | $662K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 21,369 | $614K |
| Royal Bank of Canada | 0.00% | Reduce -27.1% | 19,153 | $550K |
| Global View Capital Management LLC | 0.19% | Reduce -12.6% | 18,635 | $535K |
| AlTi Global, Inc. | 0.01% | Add +100.0% | 16,070 | $461K |
| Susquehanna International Group, LLP | 0.00% | Add +31.9% | 15,660 | $450K |
| Money Concepts Capital Corp. | 0.02% | Reduce -42.1% | 10,437 | $300K |
| Oppenheimer & Co. Inc. | 0.00% | New | 8,776 | $252K |
| HighTower Advisors, LLC | 0.00% | No change | 7,657 | $220K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,734 | $165K |
| Morgan Stanley | 0.00% | No change | 2,032 | $58K |
| UBS Group AG | 0.00% | Add +178800.0% | 1,789 | $51K |
| Cwm, LLC | 0.00% | Add +41.8% | 1,752 | $50K |
| Citadel Advisors | 0.00% | Reduce -14.4% | 1,460 | $42K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -60.8% | 1,400 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,355 | $39K |
| National Bank of Canada | 0.00% | Reduce -51.0% | 730 | $21K |
| Blue Trust, Inc. | 0.00% | No change | 668 | $19K |
| Allworth Financial LP | 0.00% | New | 201 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -70.8% | 75 | $2K |
| AE Wealth Management LLC | 0.00% | New | 66 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 46 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 10 | $287 |
"% of holder's portfolio" is SWAN's weight in each manager's 13F, not the share of Amplify Blckswn Grow Trsry the manager owns.