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Amplify Blckswn Grow Trsry (SWAN)

CUSIP: 032108888 | NYSE | 219 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LifePlan Financial, LLC145,428
3.3% of portfolio›$4.7M
Global View Capital Management LLC48,650
0.3% of portfolio›$1.6M
RDA Financial Network27,820
0.2% of portfolio›$886.8K
McAdam, LLC22,294
0.0% of portfolio›$710.6K
M Holdings Securities, Inc.18,070
0.2% of portfolio›$576.0K
First Premier Bank14,297
0.4% of portfolio›$456.0K
StoneX Group Inc.9,941
0.0% of portfolio›$316.9K
Oppenheimer & Co Inc8,872
0.0% of portfolio›$282.8K
Badgley Phelps Wealth Managers, LLC7,371
0.0% of portfolio›$235.0K
Angeles Wealth Management, LLC3,344
0.0% of portfolio›$106.6K
Farther Finance Advisors, LLC1,400
0.0% of portfolio›$44.6K
Blue Trust, Inc.668
0.0% of portfolio›$21.3K
IFP Advisors, Inc10
0.0% of portfolio›$319
Citigroup Inc9
0.0% of portfolio›$287
StyleTurnoverLocationFiled
LifePlan Financial, LLC
145,428$4.7M3.3%CoreLowMankato, MN2026-10-13
Global View Capital Management LLC
48,650$1.6M0.3%ETFHighWaukesha, WI2026-10-28
RDA Financial Network
27,820$886.8K0.2%GrowthMediumAkron, IA2026-10-15
McAdam, LLC
22,294$710.6K0.0%ETFLowPhiladelphia, PA2026-10-21
M Holdings Securities, Inc.
18,070$576.0K0.2%ETFHighPortland, OR2026-11-03
First Premier Bank
14,297$456.0K0.4%CoreVery LowSioux Falls, SD2026-10-13
StoneX Group Inc.
9,941$316.9K0.0%ETFMediumNew York, NY2026-11-03
Oppenheimer & Co Inc
8,872$282.8K0.0%CoreLowNew York, NY2026-10-26
Badgley Phelps Wealth Managers, LLC
7,371$235.0K0.0%GrowthVery LowSeattle, WA2026-10-22
Angeles Wealth Management, LLC
3,344$106.6K0.0%ETFLowSanta Monica, CA2026-10-26
Farther Finance Advisors, LLC
1,400$44.6K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Trust, Inc.
668$21.3K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
10$3190.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
9$2870.0%CoreMediumNew York, NY2026-11-04