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

Amplify BlackSwan Growth & Treasury Core ETF logo
$33.01 +0.33 (+1.01%)
As of 04:10 PM Eastern
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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)
$118.77M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.63M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/20/2026 First PREMIER Bank36,543$1.14M0.3%-8.4%0.318%
2/18/2026NewEdge Advisors LLC195,582$6.35M0.0%+0.6%1.699%
2/17/2026Cetera Investment Advisers75,776$2.46M0.0%+3.1%0.658%
2/17/2026Osaic Holdings Inc.4,051$132K0.0%-20.0%0.035%
2/17/2026Royal Bank of Canada14,909$484K0.0%-9.5%0.130%
2/17/2026Hyundai Investments Co. Ltd.13,115$428K0.4%N/A0.114%
2/13/2026Ausdal Financial Partners Inc.38,243$1.24M0.1%+2.4%0.332%
2/13/2026Summit Financial LLC72,529$2.36M0.0%+2.0%0.630%
2/12/2026StoneX Group Inc.9,934$323K0.0%-4.9%0.086%
2/11/2026M Holdings Securities Inc.18,620$605K0.0%+7.3%0.162%
2/11/2026Cerity Partners LLC2,112,948$68.61M0.1%+0.8%18.357%
2/11/2026LPL Financial LLC41,287$1.34M0.0%+5.3%0.359%
2/6/2026Tredje AP fonden6,525,000$211.87M1.6%+102.3%56.690%
2/4/2026 Money Concepts Capital Corp11,173$363K0.0%+4.9%0.097%
1/26/2026 XY Planning Network Inc.6,400$208K0.0%N/A0.056%
1/23/2026 First PREMIER Bank39,876$1.30M0.3%-54.1%0.346%
1/14/2026Global View Capital Management LLC34,828$1.13M0.2%+21.1%0.303%
1/6/2026 RDA Financial Network28,352$921K0.2%-2.2%0.246%
11/17/2025NewEdge Advisors LLC194,416$6.26M0.0%-2.9%1.685%
11/17/2025Ausdal Financial Partners Inc.37,332$1.20M0.1%+36.3%0.324%
11/6/2025 Oppenheimer & Co. Inc.8,561$276K0.0%-7.3%0.074%
11/4/2025Meridian Wealth Management LLC6,546$211K0.0%-7.4%0.057%
10/29/2025McAdam LLC119,519$3.85M0.2%+4.4%1.036%
10/29/2025Global View Capital Management LLC28,753$925K0.2%+50.3%0.249%
10/22/2025Cerity Partners LLC2,095,865$67.45M0.1%-1.7%18.162%
10/15/2025 First PREMIER Bank86,834$2.80M0.6%-3.5%0.752%
10/14/2025 Farther Finance Advisors LLC1,718$55K0.0%+22.7%0.017%
10/8/2025 RDA Financial Network28,987$933K0.2%-9.8%0.350%
8/15/2025Global View Capital Management LLC19,131$586K0.2%+2.7%0.231%
8/14/2025Ausdal Financial Partners Inc.27,394$840K0.1%-6.4%0.331%
8/14/2025NewEdge Advisors LLC200,262$6.14M0.0%-8.4%2.422%
8/14/2025Cerity Partners LLC2,132,498$65.36M0.1%-0.3%25.786%
8/8/2025Cetera Investment Advisers32,840$1.01M0.0%-49.7%0.397%
8/8/2025Meridian 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%
7/21/2025Ameritas Advisory Services LLC1,197$37K0.0%N/A0.014%
7/15/2025McAdam 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%


SWAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SWAN shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Amplify BlackSwan Growth & Treasury Core ETF. The most heavily invested institutionals were Tredje AP fonden ($211.87M), Cerity Partners LLC ($68.61M), LaSalle St. Investment Advisors LLC ($8.24M), Sollinda Capital Management LLC ($8.07M), NewEdge Advisors LLC ($6.35M), Axxcess Wealth Management LLC ($5.04M), and LifePlan Financial LLC ($4.32M).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 27 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: Tredje AP fonden ($3.30M), LaSalle St. Investment Advisors LLC ($287.08K), Sollinda Capital Management LLC ($265.27K), Axxcess Wealth Management LLC ($165.58K), Raymond James Financial Inc. ($42.95K), Global View Capital Management LLC ($37.52K), and Cerity Partners LLC ($31.54K).

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

Institutional investors have bought a total of 3,693,898 shares in the last 24 months. This purchase volume represents approximately $118.77M in transactions.

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

Of the 14 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: First PREMIER Bank ($62.14K), Cerity Partners LLC ($43.06K), Cetera Investment Advisers ($40.78K), NewEdge Advisors LLC ($24.30K), Freedom Investment Management Inc. ($13.89K), RDA Financial Network ($9.96K), and Royal Bank of Canada ($8.68K).

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

Institutional investors have sold a total of 212,289 shares in the last 24 months. This volume of shares sold represents approximately $6.63M in transactions.


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