Amplify Blckswn Grow Trsry (SWAN)

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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LifePlan Financial, LLC

DECREASED

Shares145,428 from 146,278

Change-850 (-1%)

Value$4.7M (-$183.7K)

Filed 2026-10-13

Global View Capital Management LLC

INCREASED

Shares48,650 from 45,281

Change+3,369 (+7%)

Value$1.6M (+$40.1K)

Filed 2026-10-28

RDA Financial Network

DECREASED

Shares27,820 from 30,226

Change-2,406 (-8%)

Value$886.8K (-$121.6K)

Filed 2026-10-15

McAdam, LLC

DECREASED

Shares22,294 from 23,179

Change-885 (-4%)

Value$710.6K (-$62.6K)

Filed 2026-10-21

M Holdings Securities, Inc.

NEW

Shares18,070

Change+18,070

Value$576.0K

Filed 2026-11-03

First Premier Bank

DECREASED

Shares14,297 from 28,343

Change-14,046 (-50%)

Value$456.0K (-$490.0K)

Filed 2026-10-13

StoneX Group Inc.

DECREASED

Shares9,941 from 9,975

Change-34 (0%)

Value$316.9K (-$15.9K)

Filed 2026-11-03

Oppenheimer & Co Inc

INCREASED

Shares8,872 from 8,803

Change+69 (+1%)

Value$282.8K (-$10.9K)

Filed 2026-10-26

Badgley Phelps Wealth Managers, LLC

UNCHANGED

Shares7,371 from 7,371

Change0 (0%)

Value$235.0K (-$11.0K)

Filed 2026-10-22

Angeles Wealth Management, LLC

UNCHANGED

Shares3,344 from 3,344

Change0 (0%)

Value$106.6K (-$5.0K)

Filed 2026-10-26

Farther Finance Advisors, LLC

UNCHANGED

Shares1,400 from 1,400

Change0 (0%)

Value$44.6K (-$2.1K)

Filed 2026-10-08

Blue Trust, Inc.

UNCHANGED

Shares668 from 668

Change0 (0%)

Value$21.3K (-$993)

Filed 2026-10-15

IFP Advisors, Inc

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$319 (-$15)

Filed 2026-10-16

Citigroup Inc

NEW

Shares9

Change+9

Value$287

Filed 2026-11-04

Cerity Partners LLC

N/A

Shares— from 2,203,400

Change-2,203,400 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 492,780

Change-492,780 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 199,260

Change-199,260 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 74,269

Change-74,269 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 61,152

Change-61,152 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 38,408

Change-38,408 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 33,616

Change-33,616 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 29,739

Change-29,739 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 29,533

Change-29,533 (-100%)

Value—

Hyundai Investments Co., Ltd.

N/A

Shares— from 18,425

Change-18,425 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 13,479

Change-13,479 (-100%)

Value—

Money Concepts Capital Corp

N/A

Shares— from 10,693

Change-10,693 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 9,368

Change-9,368 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,995

Change-8,995 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 7,458

Change-7,458 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 6,685

Change-6,685 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 5,734

Change-5,734 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,338

Change-1,338 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 730

Change-730 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 277

Change-277 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 200

Change-200 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 68

Change-68 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 66

Change-66 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LifePlan Financial, LLC	DECREASED	145,428	146,278	-850	-1%	$4.9M	$4.7M	-$183.7K	2026-10-13
Global View Capital Management LLC	INCREASED	48,650	45,281	+3,369	+7%	$1.5M	$1.6M	+$40.1K	2026-10-28
RDA Financial Network	DECREASED	27,820	30,226	-2,406	-8%	$1.0M	$886.8K	-$121.6K	2026-10-15
McAdam, LLC	DECREASED	22,294	23,179	-885	-4%	$773.3K	$710.6K	-$62.6K	2026-10-21
M Holdings Securities, Inc.	NEW	18,070	—	+18,070	—	—	$576.0K	—	2026-11-03
First Premier Bank	DECREASED	14,297	28,343	-14,046	-50%	$946.0K	$456.0K	-$490.0K	2026-10-13
StoneX Group Inc.	DECREASED	9,941	9,975	-34	0%	$332.8K	$316.9K	-$15.9K	2026-11-03
Oppenheimer & Co Inc	INCREASED	8,872	8,803	+69	+1%	$293.7K	$282.8K	-$10.9K	2026-10-26
Badgley Phelps Wealth Managers, LLC	UNCHANGED	7,371	7,371	0	0%	$245.9K	$235.0K	-$11.0K	2026-10-22
Angeles Wealth Management, LLC	UNCHANGED	3,344	3,344	0	0%	$111.6K	$106.6K	-$5.0K	2026-10-26
Farther Finance Advisors, LLC	UNCHANGED	1,400	1,400	0	0%	$46.7K	$44.6K	-$2.1K	2026-10-08
Blue Trust, Inc.	UNCHANGED	668	668	0	0%	$22.3K	$21.3K	-$993	2026-10-15
IFP Advisors, Inc	UNCHANGED	10	10	0	0%	$334	$319	-$15	2026-10-16
Citigroup Inc	NEW	9	—	+9	—	—	$287	—	2026-11-04
Cerity Partners LLC	N/A	—	2,203,400	-2,203,400	-100%	$73.5M	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	492,780	-492,780	-100%	$16.4M	—	—	—
NewEdge Advisors, LLC	N/A	—	199,260	-199,260	-100%	$6.6M	—	—	—
Summit Financial, LLC	N/A	—	74,269	-74,269	-100%	$2.5M	—	—	—
Cetera Investment Advisers	N/A	—	61,152	-61,152	-100%	$2.0M	—	—	—
Old Mission Capital LLC	N/A	—	38,408	-38,408	-100%	$1.3M	—	—	—
LPL Financial LLC	N/A	—	33,616	-33,616	-100%	$1.1M	—	—	—
Ameriprise Financial Inc	N/A	—	29,739	-29,739	-100%	$992.2K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	29,533	-29,533	-100%	$985.3K	—	—	—
Hyundai Investments Co., Ltd.	N/A	—	18,425	-18,425	-100%	$613.0K	—	—	—
Royal Bank of Canada	N/A	—	13,479	-13,479	-100%	$450.0K	—	—	—
Money Concepts Capital Corp	N/A	—	10,693	-10,693	-100%	$356.7K	—	—	—
Belpointe Asset Management LLC	N/A	—	9,368	-9,368	-100%	$312.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,995	-8,995	-100%	$300.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	7,458	-7,458	-100%	$248.8K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	6,685	-6,685	-100%	$223.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	5,734	-5,734	-100%	$191.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,338	-1,338	-100%	$44.6K	—	—	—
National Bank of Canada	N/A	—	730	-730	-100%	$24.3K	—	—	—
Harbour Investments, Inc.	N/A	—	277	-277	-100%	$9.2K	—	—	—
Wells Fargo & Company	N/A	—	200	-200	-100%	$6.7K	—	—	—
Morgan Stanley	N/A	—	68	-68	-100%	$2.3K	—	—	—
AE Wealth Management LLC	N/A	—	66	-66	-100%	$2.2K	—	—	—
BlackRock, Inc.	N/A	—	1	-1	-100%	$28	—	—	—

Showing 38 of 38 institutions