Amplify CWP GRW & Inc ETF (QDVO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Merit Financial Group, LLC

INCREASED

Shares699,579 from 689,804

Change+9,775 (+1%)

Value$20.9M (+$333.7K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares330,961 from 372,933

Change-41,972 (-11%)

Value$9.9M (-$1.2M)

Filed 2026-11-06

Visionary Wealth Advisors

INCREASED

Shares212,575 from 205,799

Change+6,776 (+3%)

Value$6.4M (+$214.9K)

Filed 2026-11-04

Sagespring Wealth Partners, LLC

INCREASED

Shares97,348 from 94,839

Change+2,509 (+3%)

Value$2.9M (+$80.7K)

Filed 2026-10-22

Cap Partners, LLC

INCREASED

Shares46,266 from 37,553

Change+8,713 (+23%)

Value$1.4M (+$262.8K)

Filed 2026-10-19

Apollon Wealth Management, LLC

NEW

Shares38,526

Change+38,526

Value$1.2M

Filed 2026-10-23

Sigma Planning Corp

INCREASED

Shares37,188 from 35,514

Change+1,674 (+5%)

Value$1.1M (+$52.2K)

Filed 2026-10-23

Tactive Advisors, LLC

INCREASED

Shares29,397 from 26,577

Change+2,820 (+11%)

Value$879.0K (+$85.9K)

Filed 2026-10-08

Souders Financial Advisors

INCREASED

Shares25,338 from 25,295

Change+43 (+0%)

Value$757.6K (+$2.8K)

Filed 2026-11-03

Latitude Advisors, LLC

INCREASED

Shares16,626 from 12,597

Change+4,029 (+32%)

Value$497.1K (+$121.2K)

Filed 2026-10-27

Stillwater Wealth Management Group

NEW

Shares15,750

Change+15,750

Value$470.9K

Filed 2026-10-21

HBK Sorce Advisory LLC

INCREASED

Shares15,642 from 10,115

Change+5,527 (+55%)

Value$424.8K (+$122.5K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares12,589 from 9,472

Change+3,117 (+33%)

Value$381.6K (+$96.8K)

Filed 2026-10-13

M Holdings Securities, Inc.

NEW

Shares12,116

Change+12,116

Value$353

Filed 2026-11-03

NWF Advisory Services Inc.

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$358.8K (+$720)

Filed 2026-10-19

Ascentis Independent Advisors

NEW

Shares10,379

Change+10,379

Value$310.3K

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares10,206

Change+10,206

Value$305.2K

Filed 2026-10-30

Onyx Bridge Wealth Group LLC

UNCHANGED

Shares10,173 from 10,173

Change0 (0%)

Value$304.2K (+$611)

Filed 2026-10-16

Manchester Capital Management LLC

NEW

Shares9,394

Change+9,394

Value$280.9K

Filed 2026-10-22

Patriot Financial Group Insurance Agency, LLC

NEW

Shares9,069

Change+9,069

Value$271.2K

Filed 2026-10-14

Avidian Wealth Enterprises, LLC

UNCHANGED

Shares6,870 from 6,870

Change0 (0%)

Value$205.4K (+$412)

Filed 2026-10-08

Clear Trail Advisors, LLC

INCREASED

Shares6,782 from 6,749

Change+33 (+0%)

Value$202.8K (+$1.4K)

Filed 2026-10-20

IFP Advisors, Inc

INCREASED

Shares2,514 from 342

Change+2,172 (+635%)

Value$75.2K (+$65.0K)

Filed 2026-10-16

MTM Investment Management, LLC

UNCHANGED

Shares1,700 from 1,700

Change0 (0%)

Value$50.8K (+$102)

Filed 2026-10-30

SBI Securities Co., Ltd.

NEW

Shares700

Change+700

Value$20.9K

Filed 2026-10-22

GK Wealth Management LLC

NEW

Shares277

Change+277

Value$8.3K

Filed 2026-10-09

TD Waterhouse Canada Inc.

NEW

Shares211

Change+211

Value$6.3K

Filed 2026-10-16

Nemes Rush Group LLC

NEW

Shares140

Change+140

Value$4.2K

Filed 2026-11-04

Farther Finance Advisors, LLC

NEW

Shares2

Change+2

Value$60

Filed 2026-10-08

Traynor Capital Management, Inc.

CLOSED

Shares0 from 7,771

Change-7,771 (-100%)

Value$0 (-$231.9K)

Filed 2026-10-29

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,138

Change-1,138 (-100%)

Value$0 (-$34.0K)

Filed 2026-11-06

Tsfg, LLC

CLOSED

Shares0 from 981

Change-981 (-100%)

Value$0 (-$29.0K)

Filed 2026-10-23

Salem Investment Counselors Inc

CLOSED

Shares0 from 325

Change-325 (-100%)

Value$0 (-$9.7K)

Filed 2026-10-13

Simplex Trading, LLC

CLOSED

Shares0 from 261

Change-261 (-100%)

Value$0 (-$7.8K)

Filed 2026-11-04

Raymond James Financial Inc

N/A

Shares— from 2,427,018

Change-2,427,018 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 431,208

Change-431,208 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 393,794

Change-393,794 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 193,466

Change-193,466 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 191,596

Change-191,596 (-100%)

Value—

Cassady Wealth & Retirement Planning, LLC

N/A

Shares— from 57,312

Change-57,312 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 48,574

Change-48,574 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 43,189

Change-43,189 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 41,517

Change-41,517 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 40,176

Change-40,176 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 32,954

Change-32,954 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 32,189

Change-32,189 (-100%)

Value—

UBS Group AG

N/A

Shares— from 23,917

Change-23,917 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 23,715

Change-23,715 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 22,194

Change-22,194 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 20,536

Change-20,536 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,667

Change-12,667 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 11,998

Change-11,998 (-100%)

Value—

Capital Wealth Planning, LLC

N/A

Shares— from 11,995

Change-11,995 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 11,858

Change-11,858 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 10,070

Change-10,070 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 9,085

Change-9,085 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,771

Change-3,771 (-100%)

Value—

Pursuit Wealth Strategies, LLC

N/A

Shares— from 1,009

Change-1,009 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 514

Change-514 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 425

Change-425 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4

Change-4 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Merit Financial Group, LLC	INCREASED	699,579	689,804	+9,775	+1%	$20.6M	$20.9M	+$333.7K	2026-11-06
LPL Financial LLC	DECREASED	330,961	372,933	-41,972	-11%	$11.1M	$9.9M	-$1.2M	2026-11-06
Visionary Wealth Advisors	INCREASED	212,575	205,799	+6,776	+3%	$6.1M	$6.4M	+$214.9K	2026-11-04
Sagespring Wealth Partners, LLC	INCREASED	97,348	94,839	+2,509	+3%	$2.8M	$2.9M	+$80.7K	2026-10-22
Cap Partners, LLC	INCREASED	46,266	37,553	+8,713	+23%	$1.1M	$1.4M	+$262.8K	2026-10-19
Apollon Wealth Management, LLC	NEW	38,526	—	+38,526	—	—	$1.2M	—	2026-10-23
Sigma Planning Corp	INCREASED	37,188	35,514	+1,674	+5%	$1.1M	$1.1M	+$52.2K	2026-10-23
Tactive Advisors, LLC	INCREASED	29,397	26,577	+2,820	+11%	$793.1K	$879.0K	+$85.9K	2026-10-08
Souders Financial Advisors	INCREASED	25,338	25,295	+43	+0%	$754.8K	$757.6K	+$2.8K	2026-11-03
Latitude Advisors, LLC	INCREASED	16,626	12,597	+4,029	+32%	$375.9K	$497.1K	+$121.2K	2026-10-27
Stillwater Wealth Management Group	NEW	15,750	—	+15,750	—	—	$470.9K	—	2026-10-21
HBK Sorce Advisory LLC	INCREASED	15,642	10,115	+5,527	+55%	$302.3K	$424.8K	+$122.5K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	12,589	9,472	+3,117	+33%	$284.8K	$381.6K	+$96.8K	2026-10-13
M Holdings Securities, Inc.	NEW	12,116	—	+12,116	—	—	$353	—	2026-11-03
NWF Advisory Services Inc.	UNCHANGED	12,000	12,000	0	0%	$358.1K	$358.8K	+$720	2026-10-19
Ascentis Independent Advisors	NEW	10,379	—	+10,379	—	—	$310.3K	—	2026-11-03
Provenance Wealth Advisors, LLC	NEW	10,206	—	+10,206	—	—	$305.2K	—	2026-10-30
Onyx Bridge Wealth Group LLC	UNCHANGED	10,173	10,173	0	0%	$303.6K	$304.2K	+$611	2026-10-16
Manchester Capital Management LLC	NEW	9,394	—	+9,394	—	—	$280.9K	—	2026-10-22
Patriot Financial Group Insurance Agency, LLC	NEW	9,069	—	+9,069	—	—	$271.2K	—	2026-10-14
Avidian Wealth Enterprises, LLC	UNCHANGED	6,870	6,870	0	0%	$205.0K	$205.4K	+$412	2026-10-08
Clear Trail Advisors, LLC	INCREASED	6,782	6,749	+33	+0%	$201.4K	$202.8K	+$1.4K	2026-10-20
IFP Advisors, Inc	INCREASED	2,514	342	+2,172	+635%	$10.2K	$75.2K	+$65.0K	2026-10-16
MTM Investment Management, LLC	UNCHANGED	1,700	1,700	0	0%	$50.7K	$50.8K	+$102	2026-10-30
SBI Securities Co., Ltd.	NEW	700	—	+700	—	—	$20.9K	—	2026-10-22
GK Wealth Management LLC	NEW	277	—	+277	—	—	$8.3K	—	2026-10-09
TD Waterhouse Canada Inc.	NEW	211	—	+211	—	—	$6.3K	—	2026-10-16
Nemes Rush Group LLC	NEW	140	—	+140	—	—	$4.2K	—	2026-11-04
Farther Finance Advisors, LLC	NEW	2	—	+2	—	—	$60	—	2026-10-08
Traynor Capital Management, Inc.	CLOSED	0	7,771	-7,771	-100%	$231.9K	$0	-$231.9K	2026-10-29
Institute for Wealth Management, Llc.	CLOSED	0	1,138	-1,138	-100%	$34.0K	$0	-$34.0K	2026-11-06
Tsfg, LLC	CLOSED	0	981	-981	-100%	$29.0K	$0	-$29.0K	2026-10-23
Salem Investment Counselors Inc	CLOSED	0	325	-325	-100%	$9.7K	$0	-$9.7K	2026-10-13
Simplex Trading, LLC	CLOSED	0	261	-261	-100%	$7.8K	$0	-$7.8K	2026-11-04
Raymond James Financial Inc	N/A	—	2,427,018	-2,427,018	-100%	$72.4M	—	—	—
Cary Street Partners Financial LLC	N/A	—	431,208	-431,208	-100%	$12.9M	—	—	—
Royal Bank of Canada	N/A	—	393,794	-393,794	-100%	$11.8M	—	—	—
Bank of Montreal	N/A	—	193,466	-193,466	-100%	$5.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	191,596	-191,596	-100%	$5.7M	—	—	—
Cassady Wealth & Retirement Planning, LLC	N/A	—	57,312	-57,312	-100%	$1.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	48,574	-48,574	-100%	$1.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	43,189	-43,189	-100%	$1.3M	—	—	—
JPMorgan Chase & Co	N/A	—	41,517	-41,517	-100%	$1.2M	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	40,176	-40,176	-100%	$1.2M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	32,954	-32,954	-100%	$983.4K	—	—	—
Stifel Financial Corp	N/A	—	32,189	-32,189	-100%	$960.5K	—	—	—
UBS Group AG	N/A	—	23,917	-23,917	-100%	$713.7K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	23,715	-23,715	-100%	$707.7K	—	—	—
Jane Street Group, LLC	N/A	—	22,194	-22,194	-100%	$662.3K	—	—	—
Private Advisor Group, LLC	N/A	—	20,536	-20,536	-100%	$612.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,667	-12,667	-100%	$378.0K	—	—	—
PFG Investments, LLC	N/A	—	11,998	-11,998	-100%	$358.0K	—	—	—
Capital Wealth Planning, LLC	N/A	—	11,995	-11,995	-100%	$357.9K	—	—	—
Old Mission Capital LLC	N/A	—	11,858	-11,858	-100%	$353.8K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	10,070	-10,070	-100%	$300.5K	—	—	—
Hilltop Holdings Inc.	N/A	—	9,085	-9,085	-100%	$271.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,771	-3,771	-100%	$112.5K	—	—	—
Pursuit Wealth Strategies, LLC	N/A	—	1,009	-1,009	-100%	$30.1K	—	—	—
Jones Financial Companies Lllp	N/A	—	514	-514	-100%	$15.0K	—	—	—
Harbour Investments, Inc.	N/A	—	425	-425	-100%	$12.7K	—	—	—
AE Wealth Management LLC	N/A	—	300	-300	-100%	$9.0K	—	—	—
Wells Fargo & Company	N/A	—	4	-4	-100%	$119	—	—	—
Morgan Stanley	N/A	—	3	-3	-100%	$96	—	—	—

Showing 63 of 63 institutions