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Amplify BlackSwan Growth & Treasury Core ETF (SWAN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Amplify BlackSwan Growth & Treasury Core ETF (NYSEARCA:SWAN)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$89.41M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$14.78M
Skip Chart & View Institutional Buying and Selling Data

SWAN Institutional Buying and Selling by Quarter

Amplify BlackSwan Growth & Treasury Core ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Osaic Holdings Inc.515,261$14.39M0.0%+0.8%8.153%
4/30/2024 LifePlan Financial LLC141,024$3.94M3.6%-1.2%2.231%
4/26/2024 Meridian Wealth Management LLC8,853$246K0.0%-9.6%0.139%
4/25/2024 Capital Investment Advisory Services LLC1,355$38K0.0%N/A0.021%
4/23/2024 McAdam LLC117,729$3.29M0.2%+3.4%1.854%
4/17/2024 Trilogy Capital Inc.136,045$3.80M0.2%-4.5%2.142%
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4/12/2024 First PREMIER Bank121,885$3.40M0.9%-0.8%1.453%
4/11/2024 RDA Financial Network103,565$2.89M1.0%-0.5%1.234%
2/8/2024 Meridian Wealth Management LLC9,790$259K0.0%-55.1%0.117%
2/6/2024 Coulter & Justus Financial Services LLC12,750$339K0.2%N/A0.152%
2/5/2024 McAdam LLC113,902$3.03M0.2%-2.7%1.358%
1/30/2024 LifePlan Financial LLC142,680$3.79M3.8%N/A1.701%
1/26/2024 Cerity Partners LLC2,477,351$65.80M0.1%-4.6%29.527%
1/25/2024 International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/24/2024 International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/17/2024 First PREMIER Bank122,905$3.26M0.9%-1.2%1.465%
1/12/2024 RDA Financial Network104,111$2.77M1.0%-1.5%1.241%
1/12/2024 Trilogy Capital Inc.142,398$3.78M0.2%-3.0%1.697%
1/11/2024 Brookstone Capital Management7,745$206K0.0%N/A0.092%
1/11/2024 Ausdal Financial Partners Inc.21,006$558K0.1%-17.4%0.250%
11/15/2023 Axxcess Wealth Management LLC197,779$4.72M0.2%+295.4%2.357%
11/13/2023 LPL Financial LLC227,252$5.43M0.0%+62.3%2.709%
11/13/2023 Kestra Advisory Services LLC24,043$574K0.0%-79.2%0.287%
11/8/2023 HighTower Advisors LLC37,903$907K0.0%N/A0.452%
10/31/2023 McAdam LLC117,053$2.80M0.2%+5.1%1.395%
10/24/2023 Cambridge Investment Research Advisors Inc.761,777$18.19M0.1%-4.0%9.080%
10/18/2023 RDA Financial Network105,644$2.52M1.1%-1.6%1.259%
10/17/2023 Meridian Wealth Management LLC21,816$523K0.0%-21.9%0.260%
10/17/2023 Impact Partnership Wealth LLC10,063$240K0.1%+359.7%0.120%
10/16/2023 Trilogy Capital Inc.146,834$3.51M0.2%+1.8%1.750%
10/16/2023 First PREMIER Bank124,335$2.97M0.9%-9.4%1.482%
10/11/2023 AE Wealth Management LLC10,063$240K0.0%N/A0.120%
10/10/2023 International Assets Investment Management LLC23,650$565K0.1%N/A0.282%
10/4/2023 International Assets Investment Management LLC23,650$565K0.0%N/A0.282%
8/14/2023 Cerity Partners LLC2,846,886$73.25M0.3%N/A33.932%
8/14/2023 Eqis Capital Management Inc.88,757$2.28M0.3%-1.0%1.058%
8/11/2023 Kestra Advisory Services LLC115,688$2.98M0.0%-54.5%1.379%
8/10/2023 Osaic Holdings Inc.512,657$13.19M0.0%+2.4%6.110%
8/10/2023 Cetera Advisors LLC34,873$897K0.0%-25.8%0.416%
8/10/2023Financial Architects Inc39,033$1.00M0.2%-2.9%0.465%
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8/3/2023 CWM LLC1,898$49K0.0%-87.6%0.023%
8/2/2023 Meridian Wealth Management LLC27,943$719K0.1%-20.6%0.333%
8/2/2023 McAdam LLC111,335$2.87M0.2%-33.0%1.327%
8/1/2023 Money Concepts Capital Corp9,176$236K0.0%N/A0.109%
7/31/2023 LPL Financial LLC140,052$3.60M0.0%+237.7%1.669%
7/28/2023 Private Trust Co. NA1,614$42K0.0%N/A0.018%
7/26/2023 National Bank of Canada FI1,922$49K0.0%-22.9%0.022%
7/24/2023 Trilogy Capital Inc.144,232$3.76M0.2%+3.3%1.628%
7/17/2023 Impact Partnership Wealth LLC2,189$56K0.0%N/A0.025%
7/13/2023 First PREMIER Bank137,285$3.53M1.0%-2.2%1.549%
7/13/2023 Cambridge Investment Research Advisors Inc.793,654$20.42M0.1%-4.5%8.958%
5/12/2023Financial Architects Inc40,210$1.03M0.2%-10.0%0.432%
5/12/2023 NewEdge Advisors LLC310,760$7.94M0.1%+38.2%3.342%
5/11/2023 Cambridge Investment Research Advisors Inc.831,163$21.24M0.1%-8.6%8.937%
5/3/2023 Axxcess Wealth Management LLC50,024$1.28M0.1%+14.7%0.538%
5/1/2023 CWM LLC15,264$390K0.0%+437.1%0.164%
4/28/2023 Ameritas Advisory Services LLC5,965$153K0.0%N/A0.064%
4/27/2023Tiedemann Advisors LLC8,035$205K0.0%N/A0.086%
4/26/2023 Chicago Partners Investment Group LLC8,825$226K0.0%-13.7%0.095%
4/24/2023 McAdam LLC166,134$4.24M0.4%+7.9%1.786%
4/18/2023IFP Advisors Inc1,010$25K0.0%-81.5%0.011%
4/17/2023 Trilogy Capital Inc.139,687$3.57M0.3%-1.3%1.502%
4/12/2023 RDA Financial Network107,442$2.75M1.3%-2.4%1.091%
3/6/2023 OLD Mission Capital LLC22,767$557K0.0%N/A0.231%
2/15/2023 Eqis Capital Management Inc.174,161$4.26M0.5%-8.6%1.765%
2/13/2023 Heritage Wealth Management LLC1,298$32K0.0%+71.0%0.013%
2/10/2023 Advisor Group Holdings Inc.462,765$11.31M0.0%-15.4%4.689%
2/9/2023 Sowell Financial Services LLC10,305$252K0.0%N/A0.104%
2/9/2023 Trilogy Capital Inc.141,485$3.46M0.2%-11.1%1.433%
2/8/2023 Belpointe Asset Management LLC3,048$75K0.0%-49.6%0.031%
2/8/2023Prospera Financial Services Inc11,903$291K0.0%-16.2%0.121%
2/8/2023 Cambridge Investment Research Advisors Inc.909,050$22.23M0.1%-5.2%9.210%
2/7/2023 Richard W. Paul & Associates LLC1,776$43K0.0%N/A0.018%
2/7/2023 LPL Financial LLC42,643$1.04M0.0%-36.3%0.432%
2/7/2023IFP Advisors Inc5,459$139K0.0%-60.2%0.055%
2/7/2023Financial Architects Inc44,698$1.09M0.2%-22.3%0.453%
2/3/2023 Ausdal Financial Partners Inc.25,797$631K0.1%-4.4%0.261%
2/3/2023 Capital Investment Advisory Services LLC1,189$29K0.0%-51.3%0.012%
2/2/2023ARGI Investment Services LLC3,013,438$73.68M2.4%+1.6%30.531%
1/31/2023 Kestra Advisory Services LLC262,458$6.42M0.1%-9.9%2.659%
1/30/2023 International Assets Investment Management LLC1,086,601$1.22M0.1%+70,873.3%11.009%
1/27/2023 McAdam LLC153,960$5.32M0.5%-2.8%1.560%
1/24/2023 International Assets Investment Management LLC1,086,601$1.22M0.2%+70,873.3%10.965%
1/17/2023 First PREMIER Bank140,522$3.44M1.0%-47.1%1.417%
1/17/2023 Darwin Wealth Management LLC90,183$2.30M0.6%+1.2%0.909%
1/17/2023 Horan Securities Inc.5,411$132K0.1%-51.4%0.055%
1/13/2023 Cooper Financial Group13,673$334K0.1%-22.8%0.138%
1/10/2023 RDA Financial Network110,049$2.69M1.4%+3.7%1.096%
1/9/2023 Brookstone Capital Management8,204$206K0.0%N/A0.082%
1/9/2023 CGN Advisors LLC9,520$233K0.0%-17.7%0.095%
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11/15/2022 Leelyn Smith LLC4,014$100K0.0%-74.4%0.036%
11/15/2022Financial Architects Inc57,502$1.43M0.2%-30.9%0.513%
11/15/2022 Belpointe Asset Management LLC6,043$150K0.0%-26.1%0.054%
11/14/2022 Ameritas Advisory Services LLC32,987$819K0.0%-45.2%0.294%
11/14/2022 MML Investors Services LLC340,122$8.44M0.1%-0.4%3.034%
11/10/2022 Envestnet Asset Management Inc.253,134$6.28M0.0%+4.7%2.258%
11/9/2022 Ausdal Financial Partners Inc.26,978$670K0.1%-20.3%0.241%
11/8/2022 Camden Capital LLC9,038$224K0.1%-16.1%0.081%
11/8/2022IFP Advisors Inc13,712$346K0.0%+11.7%0.122%
11/7/2022 Ameliora Wealth Management Ltd.2,826$69K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

SWAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SWAN shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Amplify BlackSwan Growth & Treasury Core ETF. The most heavily invested institutionals were ARGI Investment Services LLC ($73.68M), Cerity Partners LLC ($65.80M), Cambridge Investment Research Advisors Inc. ($18.19M), Osaic Holdings Inc. ($14.39M), Advisor Group Holdings Inc. ($11.31M), MML Investors Services LLC ($8.44M), and NewEdge Advisors LLC ($7.94M).Learn more on SWAN's institutional investors.

Which institutional investors have been buying Amplify BlackSwan Growth & Treasury Core ETF stock?

Of the 46 institutional investors that purchased Amplify BlackSwan Growth & Treasury Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($2.85M), International Assets Investment Management LLC ($2.24M), Axxcess Wealth Management LLC ($362.20K), LPL Financial LLC ($185.79K), LifePlan Financial LLC ($142.68K), SYM FINANCIAL Corp ($87.72K), and NewEdge Advisors LLC ($85.95K).

How much institutional buying is happening at Amplify BlackSwan Growth & Treasury Core ETF?

Institutional investors have bought a total of 6,436,623 shares in the last 24 months. This purchase volume represents approximately $162.69M in transactions.

Which Amplify BlackSwan Growth & Treasury Core ETF major shareholders have been selling company stock?

Of the 49 institutional investors that sold Amplify BlackSwan Growth & Treasury Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($613.07K), Advisor Group Holdings Inc. ($337.16K), First PREMIER Bank ($308.84K), Kestra Advisory Services LLC ($259.35K), ARGI Investment Services LLC ($210.73K), Garrett Investment Advisors LLC ($207.77K), and Darwin Advisors LLC ($135.22K).

How much institutional selling is happening at Amplify BlackSwan Growth & Treasury Core ETF?

Institutional investors have sold a total of 3,317,321 shares in the last 24 months. This volume of shares sold represents approximately $86.47M in transactions.


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This page (NYSEARCA:SWAN) was last updated on 5/20/2024 by MarketBeat.com Staff

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