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Amplify Transformational Data Sharing ETF (BLOK) Institutional Ownership

Amplify Transformational Data Sharing ETF logo
$58.67 -0.35 (-0.59%)
As of 10/13/2026 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)
144
Total
Institutional Inflows
(last 12 months)
$405.79M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$58.76M
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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
10/13/2026Avior Wealth Management LLC5,102$312K0.0%N/A0.029%
10/9/2026Thryve Wealth Management LLC148,668$9.10M5.1%+2.3%0.826%
10/9/2026GAMMA Investing LLC4,171$255K0.0%N/A0.023%
10/8/2026Farther Finance Advisors LLC4,921$301K0.0%N/A0.027%
10/8/2026Titleist Asset Management LLC5,411$331K0.0%N/A0.030%
10/8/2026Apella Capital LLC4,563$275K0.0%N/A0.025%
10/8/2026Gradient Investments LLC396,545$24.28M0.3%N/A2.203%
10/7/2026Worth Asset Management LLC5,316$325K0.1%N/A0.030%
10/2/2026 Polaris Financial Partners799$49K0.0%N/A0.004%
10/2/2026 CX Institutional39,469$2.42M0.1%N/A0.219%
9/23/2026Envestnet Portfolio Solutions Inc.11,533$722K0.0%+4.0%0.064%
9/23/2026Envestnet Asset Management Inc.190,522$11.93M0.0%+21.1%1.064%
9/22/2026Innovative Advisory Group LLC3,196$200K0.2%N/A0.018%
9/9/2026Tidal Investments LLC11,057$692K0.0%N/A0.062%
9/9/2026RFG Advisory LLC6,403$401K0.0%+5.5%0.036%
9/9/2026IFP Advisors Inc42,533$2.66M0.0%+0.5%0.238%
9/9/2026Baird Financial Group Inc.54,052$3.39M0.0%+0.5%0.302%
9/8/2026Allworth Financial LP7,781$487K0.0%+2.7%0.043%
8/27/2026Corient Private Wealth LP7,495$469K0.0%+40.1%0.042%
8/26/2026Brown Financial Advisors6,122$383K0.1%+9.1%0.034%
8/23/2026PCG Wealth Advisors LLC8,627$540K0.1%+9.6%0.048%
7/10/2026Paladin Wealth LLC10,154$636K0.4%+19.9%0.055%
7/9/2026Allied Private Wealth LLC1,182$74K0.0%N/A0.006%
7/9/2026Worth Asset Management LLC5,391$338K0.1%N/A0.029%
7/8/2026Gradient Investments LLC551,638$34.55M0.5%+6.4%2.998%
7/7/2026Dynamic Advisor Solutions LLC3,663$229K0.0%-81.1%0.020%
7/7/2026Avior 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%
5/19/2026Arkadios 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%
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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%
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%
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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%


BLOK Institutional Ownership - Frequently Asked Questions

During the previous two years, 224 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), Wells Fargo & Company MN ($24.68M), Gradient Investments LLC ($24.28M), and Envestnet Asset Management Inc. ($11.93M).Learn more on Amplify Transformational Data Sharing ETF's institutional investors.

Of the 199 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), Gradient Investments LLC ($707.96K), Concurrent Investment Advisors LLC ($585.44K), Morgan Stanley ($191.24K), Wells Fargo & Company MN ($153.54K), and LPL Financial LLC ($150.91K).

Institutional investors have bought a total of 6,886,021 shares in the last 24 months. This purchase volume represents approximately $406.22M in transactions.

Of the 62 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 970,087 shares in the last 24 months. This volume of shares sold represents approximately $58.76M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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