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DOW   37,775.38
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S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
These are the Top 4 Stocks for Buybacks in 2024
Can Netflix Stock Continue Into All-Time Highs After Earnings?

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

$26.23
-0.19 (-0.72%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$93.56M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$36.97M
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SWAN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Trilogy Capital Inc.136,045$3.80M0.2%-4.5%2.142%
4/12/2024 First PREMIER Bank121,885$3.40M0.9%-0.8%1.453%
4/11/2024 RDA Financial Network103,565$2.89M1.0%-0.5%1.234%
2/16/2024Harbour Investments Inc.1,024$27K0.0%-39.9%0.012%
2/15/2024OLD Mission Capital LLC9,644$256K0.0%N/A0.115%
2/15/2024Freedom Investment Management Inc.83,918$2.23M0.2%-5.8%1.000%
2/14/2024Royal Bank of Canada30,589$812K0.0%-9.9%0.365%
2/9/2024Cambridge Investment Research Advisors Inc.23,207$616K0.0%-97.0%0.277%
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%
1/25/2024 International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/24/2024 International Assets Investment Management LLC19,416$5.16M0.0%-17.9%0.231%
1/17/2024 First PREMIER Bank122,905$3.26M0.9%-1.2%1.465%
1/12/2024 RDA 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%
1/11/2024 Ausdal Financial Partners Inc.21,006$558K0.1%-17.4%0.250%
11/15/2023Royal Bank of Canada33,942$811K0.0%-9.2%0.405%
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%
11/9/2023UBS Group AG1,683$40K0.0%-52.0%0.020%
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%
10/18/2023 RDA 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%
10/16/2023 First PREMIER Bank124,335$2.97M0.9%-9.4%1.482%
10/11/2023AE Wealth Management LLC10,063$240K0.0%N/A0.120%
10/10/2023 International Assets Investment Management LLC23,650$565K0.1%N/A0.282%
10/4/2023 International Assets Investment Management LLC23,650$565K0.0%N/A0.282%
8/21/2023Osaic Holdings Inc.512,657$13.19M0.0%+2.4%6.110%
8/15/2023Royal Bank of Canada37,388$962K0.0%-1.3%0.446%
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%
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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%
8/10/2023Cetera Advisors LLC34,873$897K0.0%-25.8%0.416%
8/10/2023Financial Architects Inc39,033$1.00M0.2%-2.9%0.465%
8/3/2023 CWM LLC1,898$49K0.0%-87.6%0.023%
8/2/2023Meridian Wealth Management LLC27,943$719K0.1%-20.6%0.333%
8/2/2023McAdam LLC111,335$2.87M0.2%-33.0%1.327%
8/1/2023Money Concepts Capital Corp9,176$236K0.0%N/A0.109%
7/31/2023LPL Financial LLC140,052$3.60M0.0%+237.7%1.669%
7/28/2023Private Trust Co. NA1,614$42K0.0%N/A0.018%
7/26/2023National Bank of Canada FI1,922$49K0.0%-22.9%0.022%
7/24/2023Trilogy Capital Inc.144,232$3.76M0.2%+3.3%1.628%
7/17/2023Impact Partnership Wealth LLC2,189$56K0.0%N/A0.025%
7/13/2023 First PREMIER Bank137,285$3.53M1.0%-2.2%1.549%
7/13/2023Cambridge Investment Research Advisors Inc.793,654$20.42M0.1%-4.5%8.958%
5/18/2023JPMorgan Chase & Co.3,586$92K0.0%+37.9%0.039%
5/16/2023Susquehanna International Group LLP18,945$484K0.0%+106.6%0.204%
5/16/2023Belpointe Asset Management LLC2,188$56K0.0%-28.2%0.024%
5/12/2023OLD Mission Capital LLC23,784$608K0.0%+4.5%0.256%
5/12/2023Financial Architects Inc40,210$1.03M0.2%-10.0%0.432%
5/12/2023UBS Group AG1,158$30K0.0%-71.4%0.012%
5/12/2023NewEdge Advisors LLC310,760$7.94M0.1%+38.2%3.342%
5/11/2023Cambridge Investment Research Advisors Inc.831,163$21.24M0.1%-8.6%8.937%
5/11/2023Commonwealth Equity Services LLC7,840$200K0.0%N/A0.084%
5/10/2023LPL Financial LLC41,467$1.06M0.0%-2.8%0.446%
5/3/2023Axxcess Wealth Management LLC50,024$1.28M0.1%+14.7%0.538%
5/1/2023 CWM LLC15,264$390K0.0%+437.1%0.164%
4/28/2023Ameritas Advisory Services LLC5,965$153K0.0%N/A0.064%
4/27/2023Tiedemann Advisors LLC8,035$205K0.0%N/A0.086%
4/26/2023Chicago Partners Investment Group LLC8,825$226K0.0%-13.7%0.095%
4/24/2023McAdam LLC166,134$4.24M0.4%+7.9%1.786%
4/18/2023IFP Advisors Inc1,010$25K0.0%-81.5%0.011%
4/17/2023Trilogy Capital Inc.139,687$3.57M0.3%-1.3%1.502%
4/12/2023 RDA Financial Network107,442$2.75M1.3%-2.4%1.091%
3/6/2023OLD Mission Capital LLC22,767$557K0.0%N/A0.231%
2/15/2023Money Concepts Capital Corp21,092$516K0.0%-10.9%0.214%
2/15/2023Meridian Wealth Management LLC38,389$939K0.1%-11.4%0.389%
2/15/2023Eqis Capital Management Inc.174,161$4.26M0.5%-8.6%1.765%
2/14/2023Susquehanna International Group LLP9,169$224K0.0%N/A0.093%
2/14/2023Cetera Advisors LLC50,946$1.25M0.0%-63.5%0.516%
2/13/2023Wells Fargo & Company MN6,751$165K0.0%-80.5%0.068%
2/13/2023Heritage Wealth Management LLC1,298$32K0.0%+71.0%0.013%
2/13/2023JPMorgan Chase & Co.2,600$64K0.0%N/A0.026%
2/10/2023Advisor Group Holdings Inc.462,765$11.31M0.0%-15.4%4.689%
2/9/2023Sowell Financial Services LLC10,305$252K0.0%N/A0.104%
2/9/2023Trilogy Capital Inc.141,485$3.46M0.2%-11.1%1.433%
2/8/2023UBS Group AG4,052$99K0.0%+69.5%0.041%
2/8/2023Belpointe Asset Management LLC3,048$75K0.0%-49.6%0.031%
2/8/2023Prospera Financial Services Inc11,903$291K0.0%-16.2%0.121%
2/8/2023Cambridge Investment Research Advisors Inc.909,050$22.23M0.1%-5.2%9.210%
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2/7/2023Richard W. Paul & Associates LLC1,776$43K0.0%N/A0.018%
2/7/2023LPL Financial LLC42,643$1.04M0.0%-36.3%0.432%
2/7/2023IFP Advisors Inc5,459$139K0.0%-60.2%0.055%
2/7/2023Financial Architects Inc44,698$1.09M0.2%-22.3%0.453%
2/3/2023 Ausdal Financial Partners Inc.25,797$631K0.1%-4.4%0.261%
2/3/2023Capital Investment Advisory Services LLC1,189$29K0.0%-51.3%0.012%
2/2/2023ARGI Investment Services LLC3,013,438$73.68M2.4%+1.6%30.531%
1/31/2023Kestra Advisory Services LLC262,458$6.42M0.1%-9.9%2.659%
1/30/2023 International Assets Investment Management LLC1,086,601$1.22M0.1%+70,873.3%11.009%
1/27/2023McAdam LLC153,960$5.32M0.5%-2.8%1.560%
(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, 98 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), Cerity Partners LLC ($65.80M), KB Financial Partners LLC ($22.44M), Osaic Holdings Inc. ($13.19M), Advisor Group Holdings Inc. ($11.31M), Sweet Financial Partners LLC ($10.31M), and MML Investors Services LLC ($8.44M).Learn more on SWAN's institutional investors.

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

Of the 71 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: Cerity Partners LLC ($2.85M), International Assets Investment Management LLC ($2.24M), Axxcess Wealth Management LLC ($362.20K), Sweet Financial Partners LLC ($322.47K), LPL Financial LLC ($185.79K), Cambridge Investment Research Advisors Inc. ($144.78K), and LifePlan Financial LLC ($142.68K).

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

Institutional investors have bought a total of 7,412,778 shares in the last 24 months. This purchase volume represents approximately $192.89M in transactions.

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

Of the 67 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: Cambridge Investment Research Advisors Inc. ($1.35M), Halbert Hargrove Global Advisors LLC ($857.72K), Advisor Group Holdings Inc. ($428.08K), First PREMIER Bank ($308.84K), CWM LLC ($270.51K), Kestra Advisory Services LLC ($262.28K), and ARGI Investment Services LLC ($210.73K).

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

Institutional investors have sold a total of 5,849,561 shares in the last 24 months. This volume of shares sold represents approximately $161.01M in transactions.


This page (NYSEARCA:SWAN) was last updated on 4/19/2024 by MarketBeat.com Staff

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