Amplify Blckswn Grow TrsrySWANETF
13F holders, Q4 2025 (December 31)36holders +1
4new positions
4sold out
$32.47avg. 13F price*
At the end of Q4 2025, 36 institutions reported holding Amplify Blckswn Grow Trsry (SWAN) in their 13F filings, up 1 from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were Tredje AP-fonden ($211.9M), Cerity Partners LLC ($68.6M) and LaSalle St. Investment Advisors, LLC ($15.7M).
- Company
- Amplify Blckswn Grow Trsry
- CUSIP
- 032108888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 4 | $1.6M |
All 13F filers, Q3 2025 → Q4 2025: 3,386,792 shares bought and 139,262 shares sold, net +3,247,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Tredje AP-fonden | 1.60% | Add +102.3% | 6,525,000 | $211.9M |
| Cerity Partners LLC | 0.10% | Add +0.8% | 2,112,948 | $68.6M |
| LaSalle St. Investment Advisors, LLC | 2.53% | Reduce -7.0% | 484,138 | $15.7M |
| NewEdge Advisors, LLC | 0.02% | Add +0.6% | 195,582 | $6.4M |
| LifePlan Financial, LLC | 3.52% | Add +0.1% | 141,294 | $4.6M |
| McAdam, LLC | 0.19% | Add +6.5% | 127,328 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 75,776 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +2.0% | 72,529 | $2.4M |
| LPL Financial LLC | 0.00% | Add +5.3% | 41,287 | $1.3M |
| First PREMIER Bank | 0.30% | Reduce -54.1% | 39,876 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +2.4% | 38,243 | $1.2M |
| Global View Capital Management LLC | 0.21% | Add +21.1% | 34,828 | $1.1M |
| RDA Financial Network | 0.22% | Reduce -2.2% | 28,352 | $921K |
| Ameriprise Financial Inc. | 0.00% | New | 23,073 | $749K |
| M Holdings Securities, Inc. | 0.04% | Add +7.3% | 18,620 | $605K |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 14,909 | $484K |
| Hyundai Investments Co., Ltd. | 0.42% | New | 13,115 | $428K |
| Money Concepts Capital Corp. | 0.02% | Add +4.9% | 11,173 | $363K |
| StoneX Group Inc. | 0.01% | Reduce -4.9% | 9,934 | $323K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +0.7% | 6,589 | $214K |
| Meridian Wealth Management, LLC | 0.01% | No change | 6,546 | $213K |
| XY Planning Network, Inc. | 0.04% | New | 6,400 | $208K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,734 | $186K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 4,051 | $132K |
| Angeles Wealth Management, LLC | 0.01% | New | 3,344 | $109K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,718 | $56K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,355 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 1,313 | $43K |
| National Bank of Canada | 0.00% | No change | 730 | $24K |
| Blue Trust, Inc. | 0.00% | No change | 668 | $22K |
| Cwm, LLC | 0.00% | No change | 516 | $17K |
| Morgan Stanley | 0.00% | Reduce -85.2% | 295 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 74 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 66 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 10 | $325 |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is SWAN's weight in each manager's 13F, not the share of Amplify Blckswn Grow Trsry the manager owns.