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Amplify Lithium Battery Tech (BATT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Davenport & Co LLC
DECREASED
Shares124,036 from 124,362
Change-326 (0%)
Value$1.8M (-$137.7K)
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares82,890 from 93,021
Change-10,131 (-11%)
Value$1.2M (-$244.4K)
Filed 2026-11-06
Synergy Asset Management, LLC
INCREASED
Shares29,392 from 29,390
Change+2 (+0%)
Value$420.3K (-$31.4K)
Filed 2026-11-05
Great Diamond Partners, LLC
INCREASED
Shares23,666 from 22,466
Change+1,200 (+5%)
Value$338.4K (-$6.9K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
DECREASED
Shares22,133 from 22,609
Change-476 (-2%)
Value$317.3K (-$28.6K)
Filed 2026-10-19
Baron Financial Group, LLC
INCREASED
Shares16,450 from 13,925
Change+2,525 (+18%)
Value$235.2K (+$21.2K)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares15,165 from 16,080
Change-915 (-6%)
Value$216.9K (-$30.3K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares14,494
Change+14,494
Value$211.7K
Filed 2026-11-03
Centerpoint Advisors, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$100.0K (-$8.0K)
Filed 2026-11-05
Sherman Asset Management, Inc.
DECREASED
Shares4,358 from 4,393
Change-35 (-1%)
Value$62.3K (-$5.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$35.8K (-$2.7K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$28.6K (-$2.1K)
Filed 2026-10-16
Phillip James Consulting Co.
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$26.1K (-$2.0K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,429 from 1,429
Change0 (0%)
Value$20.4K (-$1.5K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$16.5K (-$1.2K)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares825
Change+825
Value$11.8K
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$6.0K (-$450)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$4.4K (-$327)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares260
Change+260
Value$3.7K
Filed 2026-10-21
Golden State Wealth Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$3.6K (-$268)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares207 from 326
Change-119 (-36%)
Value$3.0K (-$2.1K)
Filed 2026-11-04
City Holding Co
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$2.2K (-$166)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$1.8K (-$133)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$185 (-$14)
Filed 2026-10-16
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 93,424
Change-93,424 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 13,605
Change-13,605 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-06
Toth Financial Advisory Corp
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-08
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$294)
Filed 2026-11-04
Raymond James Financial Inc
N/A
Shares— from 631,754
Change-631,754 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 138,202
Change-138,202 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 117,173
Change-117,173 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,748
Change-75,748 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,373
Change-40,373 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 35,812
Change-35,812 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 32,683
Change-32,683 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 30,708
Change-30,708 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,639
Change-29,639 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,422
Change-16,422 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,948
Change-11,948 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 651
Change-651 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 573
Change-573 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 500
Change-500 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 500
Change-500 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 408
Change-408 (-100%)
Value—
FMR LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 316
Change-316 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 140
Change-140 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Davenport & Co LLC
DECREASED124,036124,362-3260%$1.9M$1.8M-$137.7K2026-10-14
LPL Financial LLC
DECREASED82,89093,021-10,131-11%$1.4M$1.2M-$244.4K2026-11-06
Synergy Asset Management, LLC
INCREASED29,39229,390+2+0%$451.7K$420.3K-$31.4K2026-11-05
Great Diamond Partners, LLC
INCREASED23,66622,466+1,200+5%$345.3K$338.4K-$6.9K2026-10-13
Cordoba Advisory Partners LLC
DECREASED22,13322,609-476-2%$345.9K$317.3K-$28.6K2026-10-19
Baron Financial Group, LLC
INCREASED16,45013,925+2,525+18%$214.0K$235.2K+$21.2K2026-10-09
Commonwealth Equity Services, LLC
DECREASED15,16516,080-915-6%$247.2K$216.9K-$30.3K2026-11-02
StoneX Group Inc.
NEW14,494—+14,494——$211.7K—2026-11-03
Centerpoint Advisors, LLC
UNCHANGED7,0007,00000%$108.0K$100.0K-$8.0K2026-11-05
Sherman Asset Management, Inc.
DECREASED4,3584,393-35-1%$67.5K$62.3K-$5.2K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED2,5002,50000%$38.4K$35.8K-$2.7K2026-10-08
IFP Advisors, Inc
UNCHANGED2,0002,00000%$30.7K$28.6K-$2.1K2026-10-16
Phillip James Consulting Co.
UNCHANGED1,8251,82500%$28.1K$26.1K-$2.0K2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED1,4291,42900%$22.0K$20.4K-$1.5K2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED1,1541,15400%$17.7K$16.5K-$1.2K2026-10-23
Blue Trust, Inc.
NEW825—+825——$11.8K—2026-10-15
Asset Dedication, LLC
UNCHANGED42142100%$6.5K$6.0K-$4502026-11-03
Cape Investment Advisory, Inc.
UNCHANGED30630600%$4.7K$4.4K-$3272026-10-13
Root Financial Partners, LLC
NEW260—+260——$3.7K—2026-10-21
Golden State Wealth Management, LLC
UNCHANGED25025000%$3.8K$3.6K-$2682026-11-02
Simplex Trading, LLC
DECREASED207326-119-36%$5.0K$3.0K-$2.1K2026-11-04
City Holding Co
UNCHANGED15515500%$2.4K$2.2K-$1662026-10-19
Capital Investment Advisory Services, LLC
UNCHANGED12412400%$1.9K$1.8K-$1332026-10-30
TD Waterhouse Canada Inc.
UNCHANGED131300%$199$185-$142026-10-16
FIG Financial Advisory Services Inc
CLOSED093,424-93,424-100%$1.4M$0-$1.4M2026-10-07
Kestra Private Wealth Services, LLC
CLOSED013,605-13,605-100%$209.1K$0-$209.1K2026-11-06
Toth Financial Advisory Corp
CLOSED0100-100-100%$1.5K$0-$1.5K2026-10-08
Bear Mountain Capital, Inc.
CLOSED020-20-100%$294$0-$2942026-11-04
Raymond James Financial Inc
N/A—631,754-631,754-100%$9.7M———
Old Mission Capital LLC
N/A—138,202-138,202-100%$2.1M———
Ameriprise Financial Inc
N/A—117,173-117,173-100%$1.8M———
Cetera Investment Advisers
N/A—75,748-75,748-100%$1.2M———
Steward Partners Investment Advisory, LLC
N/A—40,373-40,373-100%$620.5K———
Beacon Pointe Advisors, LLC
N/A—35,812-35,812-100%$550.4K———
Royal Bank of Canada
N/A—32,683-32,683-100%$503.0K———
Osaic Holdings, Inc.
N/A—30,708-30,708-100%$472.0K———
HighTower Advisors, LLC
N/A—29,639-29,639-100%$455.6K———
Susquehanna International Group, LLP
N/A—18,556-18,556-100%$285.2K———
AQR Capital Management LLC
N/A—16,422-16,422-100%$252.4K———
UBS Group AG
N/A—13,160-13,160-100%$202.3K———
Silver OAK Securities, Incorporated
N/A—11,948-11,948-100%$183.6K———
Twin Lakes Capital Management, LLC
N/A—6,076-6,076-100%$93.4K———
Morgan Stanley
N/A—3,823-3,823-100%$58.8K———
N.E.W. Advisory Services LLC
N/A—1,750-1,750-100%$26.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,225-1,225-100%$18.8K———
IFG Advisory, LLC
N/A—919-919-100%$14.1K———
Bank of Montreal
N/A—651-651-100%$10.0K———
Qube Research & Technologies Ltd
N/A—573-573-100%$8.8K———
Arax Advisory Partners
N/A—500-500-100%$7.7K———
National Bank of Canada
N/A—500-500-100%$7.7K———
Rockefeller Capital Management L.P.
N/A—408-408-100%$6.3K———
FMR LLC
N/A—347-347-100%$5.3K———
Harbour Investments, Inc.
N/A—316-316-100%$4.9K———
HM Payson & Co
N/A—140-140-100%$2.2K———
Aptus Capital Advisors, LLC
N/A—114-114-100%$1.8K———
JPMorgan Chase & Co
N/A—13-13-100%$198———
Wells Fargo & Company
N/A—1-1-100%$13———
Showing 57 of 57 institutions