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Amplify Lithium & Battery Technology ETF (BATT) Institutional Ownership

Amplify Lithium & Battery Technology ETF logo
$14.60 +0.19 (+1.32%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Amplify Lithium & Battery Technology ETF (NYSEARCA:BATT)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$6.10M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$298.98K
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BATT Institutional Buying and Selling by Quarter

Amplify Lithium & Battery Technology ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026Baron Financial Group LLC13,925$214K0.1%+8.1%0.171%
5/18/2026Royal Bank of Canada21,071$314K0.0%-5.4%0.279%
5/13/2026Cetera Investment Advisers65,604$977K0.0%+65.1%0.869%
4/22/2026Harbor Asset Planning Inc.2,110$31K0.0%+71.0%0.028%
2/18/2026Beacon Pointe Advisors LLC12,839$177K0.0%+8.2%0.174%
2/17/2026Cetera Investment Advisers39,734$548K0.0%N/A0.537%
2/17/2026Osaic Holdings Inc.19,117$264K0.0%+23.0%0.258%
2/17/2026Royal Bank of Canada22,270$307K0.0%+25.1%0.301%
2/13/2026Kestra Advisory Services LLC10,072$139K0.0%-20.2%0.136%
2/13/2026Cordoba Advisory Partners LLC39,031$539K0.1%N/A0.527%
2/12/2026Commonwealth Equity Services LLC13,313$184K0.0%N/A0.180%
2/12/2026Steward Partners Investment Advisory LLC23,765$328K0.0%+850.6%0.321%
2/11/2026Simplex Trading LLC3,273$45K0.0%+1,920.4%0.044%
2/11/2026LPL Financial LLC87,775$1.21M0.0%+18.1%1.186%
2/10/2026Root Financial Partners LLC2,508$35K0.0%N/A0.034%
2/6/2026Great Diamond Partners LLC17,947$248K0.0%N/A0.243%
2/5/2026Sherman Asset Management Inc.4,381$60K0.1%-35.4%0.059%
1/27/2026Q3 Asset Management101,079$1.39M0.3%N/A1.414%
1/23/2026Farther Finance Advisors LLC2,500$34K0.0%N/A0.035%
1/20/2026Secure Asset Management LLC12,823$177K0.0%N/A0.182%
1/9/2026Baron Financial Group LLC11,615$160K0.1%N/A0.167%
11/17/2025Flow Traders U.S. LLC21,104$274K0.0%N/A0.315%
11/17/2025Ameriprise Financial Inc.93,123$1.21M0.0%-4.1%1.390%
11/14/2025Raymond James Financial Inc.114,102$1.48M0.0%+708.2%1.703%
11/5/2025Sherman Asset Management Inc.6,784$88K0.1%-43.1%0.101%
10/15/2025CWM LLC14,884$193K0.0%+46.9%0.222%
9/4/2025Osaic Holdings Inc.11,158$104K0.0%+16.3%0.172%
8/15/2025Sherman Asset Management Inc.11,928$111K0.1%-15.6%0.184%
8/15/2025Ameriprise Financial Inc.97,094$907K0.0%-5.2%1.494%
8/14/2025Jane Street Group LLC24,765$231K0.0%+47.4%0.381%
8/14/2025Raymond James Financial Inc.14,118$132K0.0%-6.9%0.217%
8/12/2025MAI Capital Management4,727$44K0.0%-24.5%0.073%
5/19/2025Jane Street Group LLC16,801$140K0.0%-69.3%0.257%
5/15/2025OLD Mission Capital LLC37,924$317K0.0%+55.9%0.579%
5/13/2025HighTower Advisors LLC23,593$197K0.0%-40.3%0.352%
5/7/2025LPL Financial LLC164,053$1.37M0.0%+2.9%2.449%
4/14/2025Sherman Asset Management Inc.14,135$118K0.1%+133.5%0.211%
2/17/2025Ameriprise Financial Inc.107,593$947K0.0%-7.7%1.157%
2/14/2025Jane Street Group LLC54,753$482K0.0%-29.2%0.589%
2/13/2025Raymond James Financial Inc.15,671$138K0.0%N/A0.169%
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2/12/2025OLD Mission Capital LLC24,333$214K0.0%-49.9%0.262%
2/11/2025LPL Financial LLC159,404$1.40M0.0%+60.4%1.714%
2/10/2025Commonwealth Equity Services LLC13,607$120K0.0%-32.5%0.146%
2/7/2025HighTower Advisors LLC39,519$348K0.0%+13.5%0.425%
2/6/2025Raymond James Financial Inc.15,671$138K0.0%N/A0.169%
2/5/2025Sherman Asset Management Inc.6,053$53K0.0%N/A0.065%
1/29/2025Gladstone Institutional Advisory LLC11,388$100K0.0%-9.8%0.122%
11/15/2024MML Investors Services LLC10,449$101K0.0%-11.0%0.112%
11/15/2024Jane Street Group LLC77,355$746K0.0%+5.9%0.832%
11/14/2024Flow Traders U.S. LLC11,686$113K0.0%N/A0.126%
10/28/2024Gladstone Institutional Advisory LLC12,632$122K0.0%-20.3%0.136%
7/31/2024Commonwealth Equity Services LLC25,737$226K0.0%-22.4%0.277%
7/10/2024CWM LLC11,195$98K0.0%+16.7%0.120%
2/2/2024Truist Financial Corp10,000$105K0.0%-14.1%0.087%
1/24/2024International Assets Investment Management LLC113,450$11.96M0.0%N/A0.987%
1/16/2024Raymond James & Associates40,055$422K0.0%-13.3%0.348%
1/12/2024CX Institutional132,791$1.40M0.1%N/A1.155%
11/8/2023Moors & Cabot Inc.29,416$332K0.0%-4.8%0.256%
10/24/2023Raymond James Financial Services Advisors Inc.14,350$162K0.0%-14.3%0.125%
10/24/2023Raymond James & Associates46,173$521K0.0%-11.2%0.402%
10/24/2023Cambridge Investment Research Advisors Inc.15,899$179K0.0%-7.2%0.138%
10/23/2023Commonwealth Equity Services LLC95,338$1.08M0.0%-9.7%0.829%
10/11/2023CWM LLC11,194$126K0.0%+25.2%0.097%
8/10/2023Commonwealth Equity Services LLC105,571$1.38M0.0%+1.0%0.918%
8/10/2023Moors & Cabot Inc.30,895$405K0.0%+27.0%0.269%
8/3/2023CWM LLC8,944$117K0.0%+9.0%0.072%
8/2/2023MAI Capital Management11,583$152K0.0%-16.9%0.093%
7/31/2023LPL Financial LLC129,069$1.69M0.0%-2.1%1.037%
7/25/2023Raymond James Financial Services Advisors Inc.16,750$219K0.0%+5.7%0.135%
7/25/2023Raymond James & Associates51,971$681K0.0%+120.0%0.417%
7/13/2023Cambridge Investment Research Advisors Inc.17,135$224K0.0%+4.7%0.138%
5/11/2023Tucker Asset Management LLC2,072$27K0.0%N/A0.017%
5/10/2023MAI Capital Management13,943$179K0.0%-6.3%0.112%
5/3/2023Integrated Wealth Concepts LLC32,333$416K0.0%+5.5%0.261%
5/1/2023CWM LLC8,208$106K0.0%-15.5%0.066%
4/27/2023Simplicity Solutions LLC10,897$140K0.0%N/A0.088%
4/25/2023Amarillo National Bank358,394$4.61M0.9%+2.4%2.890%
4/18/2023IFP Advisors Inc2,000$41K0.0%-55.6%0.016%
4/14/2023AE Wealth Management LLC10,279$132K0.0%N/A0.083%
4/14/2023Raymond James & Associates23,618$304K0.0%-30.1%0.190%
3/6/2023OLD Mission Capital LLC60,092$704K0.0%N/A0.485%
2/10/2023Moors & Cabot Inc.24,432$286K0.0%-23.6%0.197%
2/8/2023Oppenheimer & Co. Inc.44,514$521K0.0%+1.8%0.359%
2/7/2023Commonwealth Equity Services LLC100,944$1.18M0.0%-3.6%0.814%
2/7/2023LPL Financial LLC122,829$1.44M0.0%+0.9%0.991%
2/7/2023IFP Advisors Inc4,500$92K0.0%-17.3%0.036%
2/6/2023Amarillo National Bank349,840$4.10M0.9%+0.6%2.821%
2/1/2023CWM LLC9,710$114K0.0%-29.3%0.078%
1/31/2023Kestra Advisory Services LLC31,326$367K0.0%-12.0%0.253%
11/15/2022Flow Traders U.S. LLC32,636$417K0.0%N/A0.257%
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11/14/2022MML Investors Services LLC10,042$128K0.0%N/A0.079%
11/8/2022Moors & Cabot Inc.31,996$409K0.0%+107.2%0.252%
11/2/2022Rockefeller Capital Management L.P.2,095$26K0.0%-61.7%0.016%
11/1/2022Kestra Advisory Services LLC35,583$455K0.0%+11.7%0.280%
10/27/2022CWM LLC13,739$176K0.0%+168.9%0.107%
10/26/2022Truist Financial Corp11,725$150K0.0%+16.3%0.091%
10/25/2022Raymond James & Associates64,964$831K0.0%-1.2%0.506%
10/24/2022Amarillo National Bank347,755$4.45M1.0%+1.4%2.706%
10/24/2022Twin Lakes Capital Management LLC6,076$78K0.1%N/A0.047%
10/21/2022Ronald Blue Trust Inc.3,350$49K0.0%N/A0.026%


BATT Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of Amplify Lithium & Battery Technology ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($1.48M), Q3 Asset Management ($1.39M), LPL Financial LLC ($1.21M), Ameriprise Financial Inc. ($1.21M), Cetera Investment Advisers ($977K), Cordoba Advisory Partners LLC ($539K), and Steward Partners Investment Advisory LLC ($328K).Learn more on Amplify Lithium & Battery Technology ETF's institutional investors.

Of the 23 institutional investors that purchased Amplify Lithium & Battery Technology ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($131.33K), Q3 Asset Management ($101.08K), LPL Financial LLC ($78.14K), Cetera Investment Advisers ($65.60K), Cordoba Advisory Partners LLC ($39.03K), Flow Traders U.S. LLC ($32.79K), and Steward Partners Investment Advisory LLC ($21.27K).

Institutional investors have bought a total of 450,580 shares in the last 24 months. This purchase volume represents approximately $6.10M in transactions.

The following institutional investors have sold Amplify Lithium & Battery Technology ETF stock in the last 24 months: Sherman Asset Management Inc. ($9.75K), Ameriprise Financial Inc. ($9.29K), Kestra Advisory Services LLC ($2.55K), MAI Capital Management ($1.53K), Royal Bank of Canada ($1.20K), and Raymond James Financial Inc. ($1.05K).

Institutional investors have sold a total of 25,373 shares in the last 24 months. This volume of shares sold represents approximately $298.98K in transactions.


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This page (NYSEARCA:BATT) was last updated on 7/9/2026 by MarketBeat.com Staff.
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