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Amplify Transformational Data Sharing ETF (BLOK) Institutional Ownership

Amplify Transformational Data Sharing ETF logo
$60.67 +0.32 (+0.53%)
As of 01:53 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)
145
Total
Institutional Inflows
(last 12 months)
$395.96M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$59.56M
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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
7/10/2026 Paladin Wealth LLC10,154$636K0.4%+19.9%0.055%
7/9/2026 Allied Private Wealth LLC1,182$74K0.0%N/A0.006%
7/9/2026 Worth Asset Management LLC5,391$338K0.1%N/A0.029%
7/8/2026 Gradient Investments LLC551,638$34.55M0.5%+6.4%2.998%
7/7/2026 Dynamic Advisor Solutions LLC3,663$229K0.0%-81.1%0.020%
7/7/2026 Avior Wealth Management LLC5,475$343K0.0%-37.5%0.030%
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%
5/19/2026 Arkadios 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%
5/14/2026 Lido Advisors LLC4,253$212K0.0%N/A0.022%
5/13/2026 Cetera Investment Advisers148,255$7.39M0.0%-3.5%0.754%
5/8/2026 Cassaday & Co Wealth Management LLC630$31K0.0%N/A0.003%
5/5/2026 Wealthfront Advisers LLC32,163$1.60M0.0%-36.4%0.164%
5/5/2026 Bank of New York Mellon Corp22,427$1.12M0.0%-2.6%0.114%
5/5/2026 Geneos Wealth Management Inc.1,688$84K0.0%-32.5%0.009%
5/5/2026 Nwam LLC78,599$3.92M0.2%-1.8%0.400%
5/2/2026 ARQ Wealth Advisors LLC7,263$362K0.1%N/A0.037%
5/2/2026 Diversify Wealth Management LLC9,776$487K0.0%N/A0.050%
5/1/2026 Fifth Third Bancorp2,295$114K0.0%N/A0.012%
5/1/2026 Sovran Advisors LLC21,078$1.05M0.1%-14.2%0.107%
5/1/2026 Arbor Capital Management Inc. ADV8,915$444K0.4%-4.3%0.045%
4/30/2026 Roman Butler Fullerton & Co.10,064$539K0.1%-6.1%0.051%
4/30/2026 Kestra Advisory Services LLC22,245$1.11M0.0%+7.4%0.113%
4/27/2026 Moran Wealth Management LLC27,509$1.37M0.0%+60.6%0.141%
4/27/2026 Carter Financial Group INC.128,804$6.42M4.0%-0.6%0.661%
4/27/2026 Private Advisor Group LLC13,654$680K0.0%-51.9%0.070%
4/27/2026 Sound Income Strategies LLC524$26K0.0%-35.5%0.003%
4/24/2026 PW Advisors LLC FL6,413$319K0.2%-87.6%0.033%
4/24/2026 James Investment Research Inc.6,913$344K0.0%-45.5%0.035%
4/23/2026 WMG Financial Advisors LLC50,745$2.53M1.1%+8.0%0.260%
4/22/2026 Janney Montgomery Scott LLC96,384$4.80M0.0%+4.0%0.518%
4/21/2026 Maridea Wealth Management LLC5,044$251K0.0%N/A0.027%
4/21/2026 Columbus Macro LLC95,379$4.75M0.5%+2.1%0.513%
4/20/2026 Kestra Private Wealth Services LLC8,403$419K0.0%+9.0%0.045%
4/20/2026 RFG Advisory LLC6,068$302K0.0%N/A0.033%
4/20/2026 Apella Capital LLC4,563$227K0.0%+11.7%0.025%
4/17/2026 AdvisorNet Financial Inc2,644$132K0.0%-10.0%0.014%
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4/17/2026 Brookstone Capital Management24,808$1.24M0.0%-34.6%0.133%
4/16/2026 Freedom Financial Partners LLC9,970$497K0.2%+2.4%0.054%
4/16/2026 Paladin Wealth LLC8,471$422K0.3%+36.2%0.046%
4/15/2026 Nations 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%
3/13/2026 Fund Advisors of America Inc FL6,153$350K0.3%N/A0.030%
2/25/2026 Thryve Wealth Management LLC133,614$7.60M3.8%N/A0.647%
2/18/2026 EP Wealth Advisors LLC4,375$249K0.0%N/A0.021%
2/18/2026 VestGen Advisors LLC13,168$749K0.0%N/A0.064%
2/18/2026IHT Wealth Management LLC5,244$298K0.0%-82.4%0.025%
2/17/2026 Cetera 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%
2/17/2026 Advisory 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%
2/16/2026 MML Investors Services LLC83,853$4.77M0.0%+3.4%0.406%
2/16/2026Mariner LLC22,455$1.28M0.0%-25.6%0.109%
2/16/2026 Arax Advisory Partners14,610$812K0.0%N/A0.071%
2/13/2026 Arete Wealth Advisors LLC6,589$375K0.0%-11.7%0.032%
2/13/2026CreativeOne Wealth LLC6,221$354K0.0%-29.3%0.030%
2/13/2026 Kestra Advisory Services LLC20,718$1.18M0.0%+8.1%0.100%
2/13/2026Visionary Wealth Advisors10,756$612K0.0%-25.3%0.052%
2/13/2026 Stifel Financial Corp67,898$3.86M0.0%+18.7%0.329%
2/13/2026Quattro Advisors LLC31,686$1.80M1.4%N/A0.153%
2/13/2026 Smartleaf Asset Management LLC2,810$162K0.0%-7.8%0.014%
2/13/2026Safe Harbor Wealth Advisors LLC8,286$436K0.4%N/A0.040%
2/13/2026 B & 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%
2/13/2026 Carter Financial Group INC.129,640$7.38M4.4%+1.9%0.628%
2/13/2026 Arkadios Wealth Advisors4,093$233K0.0%+27.1%0.020%
2/13/2026Wells Fargo & Company MN433,729$24.68M0.0%-9.1%2.100%
2/13/2026 Banco 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%
2/12/2026 Burke & Herbert Bank & Trust Co.7,198$409K0.1%+53.6%0.035%
2/12/2026 Commonwealth 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%
2/12/2026 Bank of Montreal Can1,708$97K0.0%-17.5%0.008%
2/12/2026 Great Valley Advisor Group Inc.4,980$283K0.0%+7.4%0.024%
2/12/2026 Mattson Financial Services LLC76,755$4.37M1.0%+10.1%0.372%
2/11/2026 Janney Montgomery Scott LLC92,635$5.27M0.0%+3.5%0.449%
2/11/2026 Simplex Trading LLC1,556$89K0.0%-48.4%0.008%
2/11/2026 Insight Advisors LLC PA11,050$629K0.1%-15.6%0.054%
2/11/2026 LPL Financial LLC1,014,462$57.71M0.0%+4.1%4.913%
2/11/2026Manchester Capital Management LLC1,810$103K0.0%+13.8%0.009%
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2/11/2026 Strategic Wealth Investment Group LLC30,121$1.71M0.2%-32.2%0.146%
2/11/2026 J.W. Cole Advisors Inc.6,977$391K0.0%-69.5%0.034%
2/11/2026 Vise Technologies Inc.23,963$1.36M0.0%+7.8%0.116%
2/10/2026WCG Wealth Advisors LLC13,716$780K0.0%N/A0.066%
2/10/2026 Northwestern 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%
2/9/2026Kingsview Wealth Management LLC16,668$948K0.0%+6.3%0.081%
2/9/2026 Harbour Investments Inc.603$34K0.0%-43.2%0.003%
2/6/2026 Global Retirement Partners LLC12,053$686K0.0%+185.3%0.058%
2/6/2026Copia Wealth Management707$40K0.0%-29.7%0.003%


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 ($34.55M), 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 ($311.41K), 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 6,730,996 shares in the last 24 months. This purchase volume represents approximately $395.96M in transactions.

Of the 64 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), PW Advisors LLC FL ($45.50K), Wells Fargo & Company MN ($43.19K), Florin Court Capital LLP ($35.90K), Foundations Investment Advisors LLC ($34.33K), and IHT Wealth Management LLC ($24.53K).

Institutional investors have sold a total of 983,319 shares in the last 24 months. This volume of shares sold represents approximately $59.56M in transactions.


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Institutional ownership data for NYSEARCA:BLOK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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