AMPLIFY ETF TR

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SWAN·032108888·US·ETF

SWAN (AMPLIFY ETF TR) is held by 15 institutional investors as of Q2 2026. Largest holders: Cerity Partners LLC ($73.5M), NewEdge Advisors, LLC ($6.6M), Cetera Investment Advisers ($2M). Net institutional sentiment: Mixed.

15

Holders

(1 Elite)

$85.6M

Total Value

43% (14)

Consensus

6 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)35

Activist (13D/13G)64

Congressional (STOCK Act)81

Holder Quality

72

★★★★★

Elite

38

★★★★

Strong

80

★★★

Solid

38

★★

Below

71

★

Weak

Held by 15 funds

1 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SWAN.

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cerity Partners LLC	Increased	2.2M(+1.4%)	$73.5M	0.1%	+36.67%	30
NewEdge Advisors, LLC	Increased	199,260(+0.9%)	$6.6M	0.0%	+25.29%	27
Cetera Investment Advisers	Decreased	61,152(-7.8%)	$2M	0.0%	+8.47%	0
LPL Financial LLC	Decreased	33,616(-21.9%)	$1.1M	0.0%	+21.18%	0
AMERIPRISE FINANCIAL INC	Increased	29,739(+7.6%)	$992,155	0.0%	+2.89%	27
ROYAL BANK OF CANADA	Decreased	13,479(-9.7%)	$450,000	0.0%	+26.65%	0
OSAIC HOLDINGS, INC.	Increased	8,995(+45.5%)	$300,099	0.0%	+9.90%	32
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	7,458(-16.7%)	$248,813	0.0%	+6.49%	0
Aptus Capital Advisors, LLC	Unchanged	5,734	$191,297	0.0%	+25.35%	0
Farther Finance Advisors, LLC	Unchanged	1,400	$46,707	0.0%	+16.61%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	730	$24,316	0.0%	+10.35%	0
WELLS FARGO & COMPANY/MN	Increased	200(+199x)	$6,675	0.0%	-1.85%	17
MORGAN STANLEY	Decreased	68(-77.0%)	$2,276	0.0%	+17.68%	0
AE Wealth Management LLC	Unchanged	66	$2,202	0.0%	+18.72%	0
BlackRock, Inc.	New	1	$28	0.0%	-1.91%	17
Federation des caisses Desjardins du Quebec	Exited	0(-100.0%)	$1,553	0.0%	+8.56%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$219,169	0.0%	+8.56%	0
Tredje AP-fonden	Exited	0(-100.0%)	$202.7M	0.0%	+9.97%	0

SWANAMPLIFY ETF TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer