NYSEARCA:SWAN

Amplify BlackSwan Growth & Treasury Core ETF - SWAN Institutional Ownership

$25.27

-0.04 (-0.16%)

(As of 03/20/2023 12:00 AM ET)

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Today's Range: $25.21
▼
$25.36
50-Day Range: $24.43
▼
$26.15
52-Week Range: $23.94
▼
$31.61

Volume: 37,123 shs
Average Volume: 42,093 shs
Market Capitalization: $248.91 million

Assets Under Management: $240.12 million
Dividend Yield: 2.06%
Net Expense Ratio: 0.49%

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Institutional Ownership

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Holdings

Number of Institutional Buyers (last 12 months): 62
Total Institutional Inflows (last 12 months): $103.39 M
Number of Institutional Sellers (last 12 months): 61
Total Institutional Outflows (last 12 months): $126.19 M

SWAN Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/6/2023	OLD Mission Capital LLC	22,767	$0.56M	0.0%	N/A	0.231%
2/15/2023	Money Concepts Capital Corp	21,092	$0.52M	0.0%	-10.9%	0.214%
2/15/2023	Meridian Wealth Management LLC	38,389	$0.94M	0.1%	-11.4%	0.389%
2/15/2023	Eqis Capital Management Inc.	174,161	$4.26M	0.5%	-8.6%	1.765%
2/14/2023	Susquehanna International Group LLP	9,169	$0.22M	0.0%	N/A	0.093%
2/14/2023	Cetera Advisors LLC	50,946	$1.25M	0.0%	-63.5%	0.516%

2/13/2023	Wells Fargo & Company MN	6,751	$0.17M	0.0%	-80.5%	0.068%
2/13/2023	Heritage Wealth Management LLC	1,298	$32K	0.0%	+71.0%	0.013%
2/13/2023	JPMorgan Chase & Co.	2,600	$64K	0.0%	N/A	0.026%
2/10/2023	Advisor Group Holdings Inc.	462,765	$11.31M	0.0%	-15.4%	4.689%
2/9/2023	Sowell Financial Services LLC	10,305	$0.25M	0.0%	N/A	0.104%
2/9/2023	Trilogy Capital Inc.	141,485	$3.46M	0.2%	-11.1%	1.433%
2/8/2023	UBS Group AG	4,052	$99K	0.0%	+69.5%	0.041%
2/8/2023	Belpointe Asset Management LLC	3,048	$75K	0.0%	-49.6%	0.031%
2/8/2023	Prospera Financial Services Inc	11,903	$0.29M	0.0%	-16.2%	0.121%
2/8/2023	Cambridge Investment Research Advisors Inc.	909,050	$22.23M	0.1%	-5.2%	9.210%
2/7/2023	Richard W. Paul & Associates LLC	1,776	$43K	0.0%	N/A	0.018%
2/7/2023	LPL Financial LLC	42,643	$1.04M	0.0%	-36.3%	0.432%
2/7/2023	IFP Advisors Inc	5,459	$0.14M	0.0%	-60.2%	0.055%
2/7/2023	Financial Architects Inc	44,698	$1.09M	0.2%	-22.3%	0.453%
2/3/2023	Ausdal Financial Partners Inc.	25,797	$0.63M	0.1%	-4.4%	0.261%
2/3/2023	Capital Investment Advisory Services LLC	1,189	$29K	0.0%	-51.3%	0.012%
2/2/2023	ARGI Investment Services LLC	3,013,438	$73.68M	2.4%	+1.6%	30.531%
1/31/2023	Kestra Advisory Services LLC	262,458	$6.42M	0.1%	-9.9%	2.659%
1/30/2023	International Assets Investment Management LLC	1,086,601	$1.22M	0.1%	+70,873.3%	11.009%
1/27/2023	McAdam LLC	153,960	$5.32M	0.5%	-2.8%	1.560%
1/24/2023	International Assets Investment Management LLC	1,086,601	$1.22M	0.2%	+70,873.3%	10.965%
1/17/2023	First PREMIER Bank	140,522	$3.44M	1.0%	-47.1%	1.417%
1/17/2023	Darwin Wealth Management LLC	90,183	$2.30M	0.6%	+1.2%	0.909%
1/17/2023	Horan Securities Inc.	5,411	$0.13M	0.1%	-51.4%	0.055%
1/13/2023	Cooper Financial Group	13,673	$0.33M	0.1%	-22.8%	0.138%
1/10/2023	RDA Financial Network	110,049	$2.69M	1.4%	+3.7%	1.096%
1/9/2023	Brookstone Capital Management	8,204	$0.21M	0.0%	N/A	0.082%
1/9/2023	CGN Advisors LLC	9,520	$0.23M	0.0%	-17.7%	0.095%
11/15/2022	Leelyn Smith LLC	4,014	$100K	0.0%	-74.4%	0.036%
11/15/2022	Financial Architects Inc	57,502	$1.43M	0.2%	-30.9%	0.513%
11/15/2022	Belpointe Asset Management LLC	6,043	$0.15M	0.0%	-26.1%	0.054%
11/15/2022	Citadel Advisors LLC	12,121	$0.30M	0.0%	N/A	0.108%
11/15/2022	Commonwealth Equity Services LLC	9,768	$0.24M	0.0%	-9.7%	0.087%
11/14/2022	Ameritas Advisory Services LLC	32,987	$0.82M	0.0%	-45.2%	0.294%

11/14/2022	Royal Bank of Canada	39,940	$0.99M	0.0%	-21.8%	0.356%
11/14/2022	MML Investors Services LLC	340,122	$8.44M	0.1%	-0.4%	3.034%
11/10/2022	Envestnet Asset Management Inc.	253,134	$6.28M	0.0%	+4.7%	2.258%
11/10/2022	UBS Group AG	2,391	$59K	0.0%	+114.1%	0.021%
11/9/2022	Ausdal Financial Partners Inc.	26,978	$0.67M	0.1%	-20.3%	0.241%
11/8/2022	Camden Capital LLC	9,038	$0.22M	0.1%	-16.1%	0.081%
11/8/2022	IFP Advisors Inc	13,712	$0.35M	0.0%	+11.7%	0.122%
11/7/2022	Ameliora Wealth Management Ltd.	2,826	$69K	0.0%	N/A	0.025%
11/3/2022	Global Retirement Partners LLC	1,431	$35K	0.0%	-89.8%	0.013%
11/1/2022	Kestra Advisory Services LLC	291,333	$7.23M	0.1%	+1.1%	2.594%
10/31/2022	International Assets Investment Management LLC	23,346	$0.32M	0.1%	N/A	0.208%
10/28/2022	SYM FINANCIAL Corp	87,723	$2.18M	1.1%	+233.3%	0.777%
10/28/2022	Tiedemann Advisors LLC	9,270	$0.23M	0.0%	-76.3%	0.082%
10/27/2022	Money Concepts Capital Corp	23,680	$0.59M	0.0%	+57.0%	0.208%
10/26/2022	Capital Investment Advisory Services LLC	2,439	$61K	0.0%	-97.7%	0.021%
10/25/2022	Rovin Capital UT ADV	10,580	$0.26M	0.2%	-15.1%	0.092%
10/24/2022	McAdam LLC	158,451	$3.93M	0.4%	+2.4%	1.380%
10/24/2022	Halbert Hargrove Global Advisors LLC	23,524	$0.58M	0.0%	-3.1%	0.205%
10/24/2022	Eqis Capital Management Inc.	190,470	$4.73M	0.5%	-5.3%	1.659%
10/21/2022	Trilogy Capital Inc.	159,164	$3.95M	0.4%	+4.7%	1.386%
10/20/2022	ARGI Investment Services LLC	2,966,446	$73.63M	2.6%	-3.2%	25.485%
10/20/2022	First PREMIER Bank	265,759	$6.60M	2.2%	-27.8%	2.283%
10/18/2022	CGN Advisors LLC	11,573	$0.29M	0.1%	-65.4%	0.097%
10/18/2022	Darwin Wealth Management LLC	89,083	$2.18M	0.5%	-7.1%	0.749%
10/17/2022	Cambridge Investment Research Advisors Inc.	959,038	$23.80M	0.1%	-0.7%	8.066%
10/13/2022	Cooper Financial Group	17,715	$0.44M	0.2%	-2.7%	0.144%
10/11/2022	RDA Financial Network	106,075	$2.63M	1.4%	+0.7%	0.852%
10/11/2022	Kathmere Capital Management LLC	109,943	$2.73M	0.5%	-21.9%	0.883%
8/16/2022	M Holdings Securities Inc.	9,502	$0.26M	0.0%	-25.7%	0.064%
8/16/2022	Collaborative Wealth Managment Inc.	32,082	$0.87M	0.6%	N/A	0.217%
8/15/2022	Heritage Wealth Management LLC	1,810	$49K	0.0%	N/A	0.012%
8/13/2022	Kathmere Capital Management LLC	140,829	$3.80M	0.7%	+6.1%	0.951%
8/13/2022	NewEdge Advisors LLC	214,804	$5.80M	0.1%	-12.9%	1.450%
8/12/2022	LPL Financial LLC	132,539	$3.58M	0.0%	-28.0%	0.895%
8/12/2022	Axxcess Wealth Management LLC	249,877	$6.74M	0.6%	+497.3%	1.687%
8/11/2022	Cetera Investment Advisers	191,540	$5.17M	0.1%	+0.9%	1.293%
8/11/2022	Cetera Advisor Networks LLC	79,438	$2.14M	0.0%	+1.3%	0.536%
8/11/2022	Cetera Advisors LLC	85,549	$2.31M	0.1%	-54.8%	0.578%
8/11/2022	Financial Architects Inc	83,180	$2.25M	2.9%	-47.6%	0.562%
8/11/2022	Apollon Wealth Management LLC	148,576	$4.01M	0.3%	+12.5%	1.003%
8/11/2022	CoreCap Advisors LLC	3,594	$97K	0.0%	N/A	0.024%
8/11/2022	Capasso Planning Partners LLC	7,828	$0.21M	0.1%	N/A	0.053%
8/11/2022	UBS Group AG	1,117	$30K	0.0%	N/A	0.008%
8/10/2022	Advisor Group Holdings Inc.	541,009	$14.61M	0.0%	-31.8%	3.653%
8/10/2022	Altus Wealth Group LLC	114,762	$3.93M	3.9%	-11.8%	0.775%
8/9/2022	Leelyn Smith LLC	15,674	$0.42M	0.1%	-87.5%	0.106%
8/8/2022	Eqis Capital Management Inc.	201,210	$5.43M	0.6%	+2.7%	1.359%
8/8/2022	Prospera Financial Services Inc	14,203	$0.38M	0.0%	-4.8%	0.096%
8/5/2022	Halbert Hargrove Global Advisors LLC	24,272	$0.66M	0.0%	-73.0%	0.164%
8/5/2022	Meridian Wealth Management LLC	52,955	$1.43M	0.1%	N/A	0.358%

8/5/2022	OLD Mission Capital LLC	91,457	$2.47M	0.1%	+33.2%	0.618%
8/3/2022	Envestnet Asset Management Inc.	241,754	$6.53M	0.0%	-0.7%	1.632%
8/3/2022	Camden Capital LLC	10,769	$0.29M	0.1%	N/A	0.073%
8/3/2022	Darwin Advisors LLC	95,906	$2.70M	0.5%	-58.5%	0.648%
8/3/2022	AE Wealth Management LLC	8,651	$0.23M	0.0%	-13.8%	0.058%
8/2/2022	Belpointe Asset Management LLC	8,175	$0.22M	0.0%	+9.3%	0.055%
8/1/2022	Empirical Finance LLC	9,778	$0.26M	0.0%	-50.0%	0.066%
7/29/2022	Aptus Capital Advisors LLC	6,865	$0.19M	0.0%	-26.3%	0.046%
7/28/2022	CWM LLC	3,088	$83K	0.0%	-14.9%	0.021%
7/27/2022	Garrett Investment Advisors LLC	33,416	$0.90M	0.3%	-86.1%	0.223%

(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, 133 institutional investors and hedge funds held shares of Amplify BlackSwan Growth & Treasury Core ETF. The most heavily invested institutionals were ARGI Investment Services LLC ($73.68M), KB Financial Partners LLC ($22.44M), Cambridge Investment Research Advisors Inc. ($22.23M), Stephens Inc. AR ($15.22M), Legend Financial Advisors Inc. ($12.63M), Advisor Group Holdings Inc. ($11.31M), and TTP Investments Inc. ($10.34M).Learn more on SWAN's institutional investors.
Which institutional investors have been buying Amplify BlackSwan Growth & Treasury Core ETF stock?: Of the 120 institutional investors that purchased Amplify BlackSwan Growth & Treasury Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.25M), KB Financial Partners LLC ($0.72M), Buckingham Strategic Wealth LLC ($0.37M), Cambridge Investment Research Advisors Inc. ($0.35M), Sweet Financial Partners LLC ($0.33M), ARGI Investment Services LLC ($0.33M), and Avantax Advisory Services Inc. ($0.30M).
How much institutional buying is happening at Amplify BlackSwan Growth & Treasury Core ETF?: Institutional investors have bought a total of 10,315,597 shares in the last 24 months. This purchase volume represents approximately $319.45M in transactions.

Which Amplify BlackSwan Growth & Treasury Core ETF major shareholders have been selling company stock?: Of the 84 institutional investors that sold Amplify BlackSwan Growth & Treasury Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Halbert Hargrove Global Advisors LLC ($0.94M), ARGI Investment Services LLC ($0.74M), Cambridge Investment Research Advisors Inc. ($0.48M), Advisor Group Holdings Inc. ($0.44M), First PREMIER Bank ($0.29M), Buckingham Strategic Wealth LLC ($0.27M), and CWM LLC ($0.26M).
How much institutional selling is happening at Amplify BlackSwan Growth & Treasury Core ETF?: Institutional investors have sold a total of 6,209,862 shares in the last 24 months. This volume of shares sold represents approximately $183.38M in transactions.

This page (NYSEARCA:SWAN) was last updated on 3/21/2023 by MarketBeat.com Staff

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Amplify BlackSwan Growth & Treasury Core ETF - SWAN Institutional Ownership

SWAN Institutional Buying and Selling by Quarter

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

SWAN Institutional Ownership - Frequently Asked Questions

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Amplify BlackSwan Growth & Treasury Core ETF - SWAN Institutional Ownership

Institutional Ownership Changes (13F Filings) for Amplify BlackSwan Growth & Treasury Core ETF (NYSEARCA:SWAN)

SWAN Institutional Buying and Selling by Quarter

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

SWAN Institutional Ownership - Frequently Asked Questions