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Amplify BBG AI VAL CHN ETF (AIVC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares226,687 from 209,541
Change+17,146 (+8%)
Value$26.1M (+$1.9M)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares64,279 from 65,582
Change-1,303 (-2%)
Value$7.4M (-$174.4K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares29,151 from 29,651
Change-500 (-2%)
Value$3.4M (-$69.0K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
NEW
Shares6,239
Change+6,239
Value$717.5K
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$281.7K (-$920)
Filed 2026-10-20
Kestra Advisory Services, LLC
UNCHANGED
Shares2,403 from 2,403
Change0 (0%)
Value$276.3K (-$902)
Filed 2026-11-02
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$129.9K (-$424)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares263
Change+263
Value$30.2K
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 4,694
Change-4,694 (-100%)
Value$0 (-$541.5K)
Filed 2026-10-26
Jane Street Group, LLC
N/A
Shares— from 58,046
Change-58,046 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,692
Change-38,692 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 36,508
Change-36,508 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
UBS Group AG
N/A
Shares— from 531
Change-531 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 280
Change-280 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED226,687209,541+17,146+8%$24.2M$26.1M+$1.9M2026-10-13
LPL Financial LLC
DECREASED64,27965,582-1,303-2%$7.6M$7.4M-$174.4K2026-11-06
Wedbush Securities Inc
DECREASED29,15129,651-500-2%$3.4M$3.4M-$69.0K2026-10-22
Kestra Private Wealth Services, LLC
NEW6,239—+6,239——$717.5K—2026-11-06
Prime Capital Investment Advisors, LLC
UNCHANGED2,4502,45000%$282.7K$281.7K-$9202026-10-20
Kestra Advisory Services, LLC
UNCHANGED2,4032,40300%$277.2K$276.3K-$9022026-11-02
PNC Financial Services Group, Inc.
UNCHANGED1,1301,13000%$130.4K$129.9K-$4242026-11-06
Root Financial Partners, LLC
NEW263—+263——$30.2K—2026-10-21
Total Clarity Wealth Management, Inc.
CLOSED04,694-4,694-100%$541.5K$0-$541.5K2026-10-26
Jane Street Group, LLC
N/A—58,046-58,046-100%$6.7M———
Susquehanna International Group, LLP
N/A—38,692-38,692-100%$4.5M———
Flow Traders U.S. LLC
N/A—36,508-36,508-100%$4.2M———
Raymond James Financial Inc
N/A—11,013-11,013-100%$1.3M———
Envestnet Asset Management Inc
N/A—10,509-10,509-100%$1.2M———
GTS Securities LLC
N/A—5,156-5,156-100%$594.8K———
Osaic Holdings, Inc.
N/A—3,603-3,603-100%$415.8K———
HRT Financial LP
N/A—3,310-3,310-100%$381.0K———
Berkeley Capital Partners, LLC
N/A—2,197-2,197-100%$253.5K———
Morgan Stanley
N/A—1,586-1,586-100%$183.0K———
UBS Group AG
N/A—531-531-100%$61.3K———
Reyl & Cie S.A.
N/A—280-280-100%$19.4K———
NewEdge Advisors, LLC
N/A—200-200-100%$23.1K———
Steward Partners Investment Advisory, LLC
N/A—114-114-100%$13.2K———
AE Wealth Management LLC
N/A—102-102-100%$11.8K———
Showing 24 of 24 institutions