Free Trial
→ A New Way to Double Your Retirement Income? (From Investors Alley) (Ad)tc pixel Free SWAN Stock Alerts

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

Amplify BlackSwan Growth & Treasury Core ETF logo
$32.21 -0.11 (-0.34%)
Closing price 09/12/2025 04:10 PM Eastern
Extended Trading
$32.12 -0.09 (-0.28%)
As of 09/12/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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
Get SWAN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Amplify BlackSwan Growth & Treasury Core ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SWAN Institutional Buying and Selling by Quarter

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

Export to Excel
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.


Related Companies

This page (NYSEARCA:SWAN) was last updated on 9/13/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
October 16 Changes the Microchip Game — and Investing
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel