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

Amplify BlackSwan Growth & Treasury Core ETF logo
$32.38 -0.03 (-0.08%)
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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)
18
Total
Institutional Inflows
(last 12 months)
$25.37M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$19.53M
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SWAN Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Global View Capital Management LLC19,131$586K0.2%+2.7%0.231%
8/14/2025 Ausdal Financial Partners Inc.27,394$840K0.1%-6.4%0.331%
8/14/2025 NewEdge Advisors LLC200,262$6.14M0.0%-8.4%2.422%
8/14/2025 Cerity Partners LLC2,132,498$65.36M0.1%-0.3%25.786%
8/8/2025 Cetera Investment Advisers32,840$1.01M0.0%-49.7%0.397%
8/8/2025 Meridian Wealth Management LLC7,072$217K0.0%N/A0.086%
7/30/2025 Freedom Investment Management Inc.63,604$1.95M0.2%-11.3%0.769%
7/21/2025 Ameritas Advisory Services LLC1,197$37K0.0%N/A0.014%
7/15/2025 McAdam LLC114,500$3.51M0.2%+4.0%1.385%
7/11/2025 First PREMIER Bank89,944$2.76M0.7%-8.9%1.088%
7/9/2025 LifePlan Financial LLC141,065$4.32M3.6%-1.5%1.706%
7/7/2025 RDA Financial Network32,134$985K0.3%-16.1%0.389%
5/16/2025NewEdge Advisors LLC218,719$6.28M0.0%+4.0%2.610%
5/16/2025AlTi Global Inc.16,070$461K0.0%+100.0%0.192%
5/15/2025Royal Bank of Canada19,153$550K0.0%-27.1%0.229%
5/14/2025Freedom Investment Management Inc.71,729$2.06M0.2%-7.4%0.856%
5/13/2025Global View Capital Management LLC18,635$535K0.2%-12.6%0.222%
5/12/2025LaSalle St. Investment Advisors LLC287,075$8.24M1.9%N/A3.426%
5/6/2025Cetera Investment Advisers65,253$1.87M0.0%-11.4%0.758%
5/1/2025CWM LLC1,752$50K0.0%+41.7%0.020%
4/30/2025Cerity Partners LLC2,138,923$61.41M0.1%+0.7%24.842%
4/25/2025LifePlan Financial LLC143,266$4.11M3.6%+2.3%1.664%
4/24/2025Money Concepts Capital Corp10,437$300K0.0%-42.1%0.121%
4/23/2025Oppenheimer & Co. Inc.8,776$252K0.0%N/A0.102%
4/14/2025Farther Finance Advisors LLC1,400$40K0.0%-60.8%0.016%
4/14/2025RDA Financial Network38,313$1.10M0.3%-11.7%0.444%
2/17/2025Cetera Investment Advisers73,622$2.16M0.0%-4.3%1.165%
2/14/2025Jane Street Group LLC30,532$897K0.0%-44.1%0.483%
2/14/2025Freedom Investment Management Inc.77,493$2.28M0.2%-6.5%1.226%
2/13/2025NewEdge Advisors LLC210,313$6.18M0.0%-2.2%3.328%
2/13/2025Raymond James Financial Inc.21,474$631K0.0%N/A0.340%
2/13/2025Cerity Partners LLC2,124,467$62.39M0.1%-1.8%33.615%
2/12/2025OLD Mission Capital LLC11,385$334K0.0%-38.7%0.180%
2/12/2025Ausdal Financial Partners Inc.27,955$821K0.1%+15.5%0.442%
2/11/2025LPL Financial LLC18,383$540K0.0%-43.2%0.291%
2/10/2025Farther Finance Advisors LLC3,569$105K0.0%+356,800.0%0.056%
2/7/2025HighTower Advisors LLC7,657$225K0.0%-33.6%0.121%
2/7/2025Global View Capital Management LLC21,326$625K0.2%N/A0.337%
2/6/2025Raymond James Financial Inc.21,474$631K0.0%N/A0.340%
1/29/2025Sovran Advisors LLC8,578$247K0.0%N/A0.136%
1/27/2025Trilogy Capital Inc.114,284$3.36M0.2%-12.5%1.808%
1/27/2025Money Concepts Capital Corp18,023$529K0.0%+4.9%0.285%
1/24/2025McAdam LLC110,146$3.23M0.2%-1.2%1.743%
1/17/2025First PREMIER Bank98,680$2.90M0.7%-1.8%1.561%
1/15/2025RDA Financial Network43,376$1.27M0.4%-33.0%0.686%
11/15/2024Jane Street Group LLC54,640$1.66M0.0%-80.7%0.865%
11/15/2024HighTower Advisors LLC11,533$350K0.0%-48.9%0.182%
11/13/2024Freedom Investment Management Inc.82,873$2.52M0.2%-0.9%1.311%
11/12/2024Cerity Partners LLC2,163,576$65.79M0.1%-5.1%34.234%
11/4/2024Axxcess Wealth Management LLC165,578$5.04M0.1%N/A2.620%
10/29/2024Sollinda Capital Management LLC265,270$8.07M2.3%N/A4.197%
10/22/2024McAdam LLC111,519$3.39M0.2%-7.7%1.765%
10/21/2024Trilogy Capital Inc.130,585$3.97M0.2%-3.4%2.066%
10/15/2024RDA Financial Network64,721$1.97M0.6%-11.9%1.024%
10/8/2024First PREMIER Bank100,485$3.06M0.8%-2.8%1.590%
10/4/2024LifePlan Financial LLC140,192$4.26M3.7%-0.5%2.218%
8/16/2024NewEdge Advisors LLC221,226$6.28M0.0%+1.7%3.500%
8/6/2024Ausdal Financial Partners Inc.24,770$703K0.1%-2.5%0.392%
8/3/2024Impact Partnership Wealth LLC7,862$223K0.1%+11.7%0.124%
7/24/2024McAdam LLC120,763$3.43M0.2%+2.6%1.911%
7/17/2024First PREMIER Bank103,374$2.93M0.8%-15.2%1.636%
7/10/2024RDA Financial Network73,494$2.09M0.7%-29.0%1.163%
5/10/2024Osaic Holdings Inc.515,261$14.39M0.0%+0.8%8.153%
4/30/2024LifePlan Financial LLC141,024$3.94M3.6%-1.2%2.231%
4/26/2024Meridian Wealth Management LLC8,853$246K0.0%-9.6%0.139%
4/25/2024Capital Investment Advisory Services LLC1,355$38K0.0%N/A0.021%
4/23/2024McAdam LLC117,729$3.29M0.2%+3.4%1.854%
4/17/2024Trilogy Capital Inc.136,045$3.80M0.2%-4.5%2.142%
4/12/2024First PREMIER Bank121,885$3.40M0.9%-0.8%1.453%
4/11/2024RDA Financial Network103,565$2.89M1.0%-0.5%1.234%
2/8/2024Meridian Wealth Management LLC9,790$259K0.0%-55.1%0.117%
2/6/2024Coulter & Justus Financial Services LLC12,750$339K0.2%N/A0.152%
2/5/2024McAdam LLC113,902$3.03M0.2%-2.7%1.358%
1/30/2024LifePlan Financial LLC142,680$3.79M3.8%N/A1.701%
1/26/2024Cerity Partners LLC2,477,351$65.80M0.1%-4.6%29.527%
1/25/2024International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/24/2024International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/17/2024First PREMIER Bank122,905$3.26M0.9%-1.2%1.465%
1/12/2024RDA Financial Network104,111$2.77M1.0%-1.5%1.241%
1/12/2024Trilogy Capital Inc.142,398$3.78M0.2%-3.0%1.697%
1/11/2024Brookstone Capital Management7,745$206K0.0%N/A0.092%
1/11/2024Ausdal Financial Partners Inc.21,006$558K0.1%-17.4%0.250%
11/15/2023Axxcess Wealth Management LLC197,779$4.72M0.2%+295.4%2.357%
11/13/2023LPL Financial LLC227,252$5.43M0.0%+62.3%2.709%
11/13/2023Kestra Advisory Services LLC24,043$574K0.0%-79.2%0.287%
11/8/2023HighTower Advisors LLC37,903$907K0.0%N/A0.452%
10/31/2023McAdam LLC117,053$2.80M0.2%+5.1%1.395%
10/24/2023Cambridge Investment Research Advisors Inc.761,777$18.19M0.1%-4.0%9.080%
10/18/2023RDA Financial Network105,644$2.52M1.1%-1.6%1.259%
10/17/2023Meridian Wealth Management LLC21,816$523K0.0%-21.9%0.260%
10/17/2023Impact Partnership Wealth LLC10,063$240K0.1%+359.7%0.120%
10/16/2023Trilogy Capital Inc.146,834$3.51M0.2%+1.8%1.750%
10/16/2023First PREMIER Bank124,335$2.97M0.9%-9.4%1.482%
10/11/2023AE Wealth Management LLC10,063$240K0.0%N/A0.120%
10/10/2023International Assets Investment Management LLC23,650$565K0.1%N/A0.282%
10/4/2023International Assets Investment Management LLC23,650$565K0.0%N/A0.282%
8/14/2023Cerity Partners LLC2,846,886$73.25M0.3%N/A33.932%
8/14/2023Eqis Capital Management Inc.88,757$2.28M0.3%-1.0%1.058%
8/11/2023Kestra Advisory Services LLC115,688$2.98M0.0%-54.5%1.379%
8/10/2023Osaic Holdings Inc.512,657$13.19M0.0%+2.4%6.110%
(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, 37 institutional investors and hedge funds held shares of Amplify BlackSwan Growth & Treasury Core ETF. The most heavily invested institutionals were Cerity Partners LLC ($65.36M), Cambridge Investment Research Advisors Inc. ($18.19M), Osaic Holdings Inc. ($14.39M), LaSalle St. Investment Advisors LLC ($8.24M), Sollinda Capital Management LLC ($8.07M), NewEdge Advisors LLC ($6.14M), and International Assets Investment Management LLC ($5.16M).Learn more on Amplify BlackSwan Growth & Treasury Core ETF's institutional investors.

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

Of the 28 institutional investors that purchased Amplify BlackSwan Growth & Treasury Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Axxcess Wealth Management LLC ($313.33K), LaSalle St. Investment Advisors LLC ($287.08K), Sollinda Capital Management LLC ($265.27K), LifePlan Financial LLC ($145.96K), LPL Financial LLC ($87.20K), International Assets Investment Management LLC ($47.30K), and Raymond James Financial Inc. ($42.95K).

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

Institutional investors have bought a total of 855,560 shares in the last 24 months. This purchase volume represents approximately $25.37M in transactions.

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

Of the 18 institutional investors that sold Amplify BlackSwan Growth & Treasury Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($252.39K), Cerity Partners LLC ($162.23K), Cetera Investment Advisers ($44.11K), RDA Financial Network ($41.36K), NewEdge Advisors LLC ($23.12K), Trilogy Capital Inc. ($20.83K), and Freedom Investment Management Inc. ($20.05K).

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

Institutional investors have sold a total of 648,546 shares in the last 24 months. This volume of shares sold represents approximately $19.53M in transactions.


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This page (NYSEARCA:SWAN) was last updated on 9/16/2025 by MarketBeat.com Staff
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