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Amplify Transformational Data Sharing ETF (BLOK) Institutional Ownership

Amplify Transformational Data Sharing ETF logo
$61.58 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK)

Number of
Institutional Buyers
(last 12 months)
167
Total
Institutional Inflows
(last 12 months)
$426.19M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$70.17M
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Skip Chart & View Institutional Buying and Selling Data

BLOK Institutional Buying and Selling by Quarter

Amplify Transformational Data Sharing ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 CX Institutional39,527$2.48M0.1%+0.5%0.212%
6/18/2026Western Wealth Management LLC25,298$1.26M0.0%+1.0%0.129%
5/19/2026Western Wealth Management LLC25,298$1.26M0.0%+1.0%0.129%
5/19/2026Arkadios Wealth Advisors5,682$283K0.0%+38.8%0.029%
5/18/2026Royal Bank of Canada132,873$6.62M0.0%+8.8%0.676%
5/14/2026Group One Trading LLC567$28K0.0%N/A0.003%
5/14/2026Lido Advisors LLC4,253$212K0.0%N/A0.022%
5/13/2026Cetera Investment Advisers148,255$7.39M0.0%-3.5%0.754%
5/8/2026Cassaday & Co Wealth Management LLC630$31K0.0%N/A0.003%
5/5/2026Wealthfront Advisers LLC32,163$1.60M0.0%-36.4%0.164%
5/5/2026Bank of New York Mellon Corp22,427$1.12M0.0%-2.6%0.114%
5/5/2026Geneos Wealth Management Inc.1,688$84K0.0%-32.5%0.009%
5/5/2026Nwam LLC78,599$3.92M0.2%-1.8%0.400%
5/2/2026ARQ Wealth Advisors LLC7,263$362K0.1%N/A0.037%
5/2/2026Diversify Wealth Management LLC9,776$487K0.0%N/A0.050%
5/1/2026Fifth Third Bancorp2,295$114K0.0%N/A0.012%
5/1/2026Sovran Advisors LLC21,078$1.05M0.1%-14.2%0.107%
5/1/2026Arbor Capital Management Inc. ADV8,915$444K0.4%-4.3%0.045%
4/30/2026Roman Butler Fullerton & Co.10,064$539K0.1%-6.1%0.051%
4/30/2026Kestra Advisory Services LLC22,245$1.11M0.0%+7.4%0.113%
4/27/2026Moran Wealth Management LLC27,509$1.37M0.0%+60.6%0.141%
4/27/2026Carter Financial Group INC.128,804$6.42M4.0%-0.6%0.661%
4/27/2026Private Advisor Group LLC13,654$680K0.0%-51.9%0.070%
4/27/2026Sound Income Strategies LLC524$26K0.0%-35.5%0.003%
4/24/2026PW Advisors LLC FL6,413$319K0.2%-87.6%0.033%
4/24/2026James Investment Research Inc.6,913$344K0.0%-45.5%0.035%
4/23/2026WMG Financial Advisors LLC50,745$2.53M1.1%+8.0%0.260%
4/22/2026Janney Montgomery Scott LLC96,384$4.80M0.0%+4.0%0.518%
4/21/2026Maridea Wealth Management LLC5,044$251K0.0%N/A0.027%
4/21/2026Columbus Macro LLC95,379$4.75M0.5%+2.1%0.513%
4/20/2026Kestra Private Wealth Services LLC8,403$419K0.0%+9.0%0.045%
4/20/2026RFG Advisory LLC6,068$302K0.0%N/A0.033%
4/20/2026Apella Capital LLC4,563$227K0.0%+11.7%0.025%
4/17/2026AdvisorNet Financial Inc2,644$132K0.0%-10.0%0.014%
4/17/2026Brookstone Capital Management24,808$1.24M0.0%-34.6%0.133%
4/16/2026Freedom Financial Partners LLC9,970$497K0.2%+2.4%0.054%
4/16/2026Paladin Wealth LLC8,471$422K0.3%+36.2%0.046%
4/15/2026Nations Financial Group Inc. IA ADV8,575$427K0.0%-2.0%0.046%
3/17/2026Rockefeller Capital Management L.P.9,552$543K0.0%-10.9%0.046%
3/13/2026Fund Advisors of America Inc FL6,153$350K0.3%N/A0.030%
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2/25/2026Thryve Wealth Management LLC133,614$7.60M3.8%N/A0.647%
2/18/2026EP Wealth Advisors LLC4,375$249K0.0%N/A0.021%
2/18/2026VestGen Advisors LLC13,168$749K0.0%N/A0.064%
2/18/2026IHT Wealth Management LLC5,244$298K0.0%-82.4%0.025%
2/17/2026Cetera Investment Advisers153,619$8.74M0.0%+5.9%0.744%
2/17/2026Equitable Holdings Inc.7,192$409K0.0%-41.0%0.035%
2/17/2026Osaic Holdings Inc.7,320$417K0.0%+6.5%0.035%
2/17/2026Advisory Services Network LLC4,005$228K0.0%+63.1%0.019%
2/17/2026&PARTNERS44,363$2.52M0.0%N/A0.215%
2/17/2026Royal Bank of Canada122,134$6.95M0.0%+2.1%0.591%
2/16/2026MML Investors Services LLC83,853$4.77M0.0%+3.4%0.406%
2/16/2026Mariner LLC22,455$1.28M0.0%-25.6%0.109%
2/16/2026Arax Advisory Partners14,610$812K0.0%N/A0.071%
2/13/2026Arete Wealth Advisors LLC6,589$375K0.0%-11.7%0.032%
2/13/2026CreativeOne Wealth LLC6,221$354K0.0%-29.3%0.030%
2/13/2026Kestra Advisory Services LLC20,718$1.18M0.0%+8.1%0.100%
2/13/2026Visionary Wealth Advisors10,756$612K0.0%-25.3%0.052%
2/13/2026Stifel Financial Corp67,898$3.86M0.0%+18.7%0.329%
2/13/2026Quattro Advisors LLC31,686$1.80M1.4%N/A0.153%
2/13/2026Smartleaf Asset Management LLC2,810$162K0.0%-7.8%0.014%
2/13/2026Safe Harbor Wealth Advisors LLC8,286$436K0.4%N/A0.040%
2/13/2026B & T Capital Management DBA Alpha Capital Management11,030$627K0.1%+10.8%0.053%
2/13/2026Morgan Stanley1,559,411$88.72M0.0%+14.0%7.552%
2/13/2026Carter Financial Group INC.129,640$7.38M4.4%+1.9%0.628%
2/13/2026Arkadios Wealth Advisors4,093$233K0.0%+27.1%0.020%
2/13/2026Wells Fargo & Company MN433,729$24.68M0.0%-9.1%2.100%
2/13/2026Banco Santander S.A.7,848$446K0.0%+27.7%0.038%
2/12/2026Jane Street Group LLC26,329$1.50M0.0%-84.2%0.128%
2/12/2026HRT Financial LP6,878$391K0.0%N/A0.033%
2/12/2026Orion Porfolio Solutions LLC73,259$4.17M0.0%+3.4%0.355%
2/12/2026Financial Engines Advisors L.L.C.54,718$3.11M0.0%-1.1%0.265%
2/12/2026Burke & Herbert Bank & Trust Co.7,198$409K0.1%+53.6%0.035%
2/12/2026Commonwealth Equity Services LLC79,802$4.54M0.0%-16.2%0.386%
2/12/2026Renaissance Technologies LLC16,400$933K0.0%-45.0%0.079%
2/12/2026Steward Partners Investment Advisory LLC19,199$1.09M0.0%+3.6%0.093%
2/12/2026Betterment LLC4,000$228K0.0%N/A0.019%
2/12/2026Bank of Montreal Can1,708$97K0.0%-17.5%0.008%
2/12/2026Great Valley Advisor Group Inc.4,980$283K0.0%+7.4%0.024%
2/12/2026Mattson Financial Services LLC76,755$4.37M1.0%+10.1%0.372%
2/11/2026Janney Montgomery Scott LLC92,635$5.27M0.0%+3.5%0.449%
2/11/2026Simplex Trading LLC1,556$89K0.0%-48.4%0.008%
2/11/2026Insight Advisors LLC PA11,050$629K0.1%-15.6%0.054%
2/11/2026LPL Financial LLC1,014,462$57.71M0.0%+4.1%4.913%
2/11/2026Manchester Capital Management LLC1,810$103K0.0%+13.8%0.009%
2/11/2026Strategic Wealth Investment Group LLC30,121$1.71M0.2%-32.2%0.146%
2/11/2026J.W. Cole Advisors Inc.6,977$391K0.0%-69.5%0.034%
2/11/2026Vise Technologies Inc.23,963$1.36M0.0%+7.8%0.116%
2/10/2026WCG Wealth Advisors LLC13,716$780K0.0%N/A0.066%
2/10/2026Northwestern Mutual Wealth Management Co.21,691$1.23M0.0%-4.3%0.105%
2/10/2026Foundations Investment Advisors LLC55,001$3.13M0.0%-38.4%0.266%
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2/9/2026Kingsview Wealth Management LLC16,668$948K0.0%+6.3%0.081%
2/9/2026Harbour Investments Inc.603$34K0.0%-43.2%0.003%
2/6/2026Global Retirement Partners LLC12,053$686K0.0%+185.3%0.058%
2/6/2026Copia Wealth Management707$40K0.0%-29.7%0.003%
2/6/2026IFP Advisors Inc27,468$1.56M0.0%+11.5%0.133%
2/6/2026Creative Financial Designs Inc. ADV7,997$455K0.0%+3.8%0.039%
2/6/2026PNC Financial Services Group Inc.2,396$136K0.0%+24.5%0.012%
2/6/2026HighTower Advisors LLC179,023$10.19M0.0%+17.7%0.867%
2/6/2026Envestnet Portfolio Solutions Inc.10,182$579K0.0%N/A0.049%
2/5/2026Florin Court Capital LLP6,100$347K0.5%-85.3%0.030%


BLOK Institutional Ownership - Frequently Asked Questions

During the previous two years, 221 institutional investors and hedge funds held shares of Amplify Transformational Data Sharing ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($1.96B), Morgan Stanley ($88.72M), LPL Financial LLC ($57.71M), Concurrent Investment Advisors LLC ($39.25M), Gradient Investments LLC ($27.85M), Wells Fargo & Company MN ($24.68M), and HighTower Advisors LLC ($10.19M).Learn more on Amplify Transformational Data Sharing ETF's institutional investors.

Of the 195 institutional investors that purchased Amplify Transformational Data Sharing ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($5.23M), Northwestern Mutual Wealth Management Co. ($4.24M), Concurrent Investment Advisors LLC ($585.44K), Gradient Investments LLC ($335.61K), Morgan Stanley ($191.24K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($162.69K), and Wells Fargo & Company MN ($153.54K).

Institutional investors have bought a total of 7,264,287 shares in the last 24 months. This purchase volume represents approximately $426.19M in transactions.

Of the 78 institutional investors that sold Amplify Transformational Data Sharing ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($337.44K), Jane Street Group LLC ($140.70K), CX Institutional ($99.13K), Qube Research & Technologies Ltd ($52.32K), PW Advisors LLC FL ($45.50K), Wells Fargo & Company MN ($43.19K), and Florin Court Capital LLP ($35.90K).

Institutional investors have sold a total of 1,171,107 shares in the last 24 months. This volume of shares sold represents approximately $70.17M in transactions.


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This page (NYSEARCA:BLOK) was last updated on 7/5/2026 by MarketBeat.com Staff.
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