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DIVO · Amplify CWP Enhanced Dividend Income ETF ETF

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$48.39 -0.32 (-0.66%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $5,577,821
Total Shares: 122,053

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 4 13F filers · Δ vs Jun 30, 2024
Top Holder
61.9%
Dec 2021 → Jun 2026 · range 17.3% – 61.9%
+43.7 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 40.8% – 100.0%
+52.0 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 53.3% – 100.0%
+40.3 pts
HHI
4,694
Dec 2021 → Jun 2026 · range 568 – 4,694
Highly concentrated+4,063

Quarterly Activity

vs Jun 30, 2024
New
3
Increased
0
Decreased
1
Sold Out
243
Unchanged
0
Holder count: -240
Institutional value: -99.7%
Shares held: -99.7%

Top Buyers

vs Jun 30, 2024
No qualifying movers this quarter.

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −28,064 33,980

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
Financial Insights, Inc. 75,545 $3,452,406
Corient Private Wealth LLC 11,366 $519,426
Parkside Financial Bank & Trust 1,162 $53,103

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
Raymond James Financial Services Advisors, Inc. 8,797,347 $340,457,328
RAYMOND JAMES & ASSOCIATES 4,705,475 $182,101,882
LPL Financial LLC 4,486,388 $173,623,215
Retirement Planning Group, LLC 3,151,119 $121,948,305
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,061,181 $79,767,704
Filter: New 3 Increased 0 Reduced 1 Sold out 243 Unchanged 0
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Financial Insights, Inc. DIVO $3,452,406 61.90% 75,545
CITADEL ADVISORS LLC DIVO $1,109,596 19.89% 24,280
Corient Private Wealth LLC DIVO $519,426 9.31% 11,366
CITADEL ADVISORS LLC DIVO $443,290 7.95% 9,700
Parkside Financial Bank & Trust DIVO $53,103 0.95% 1,162