Who Owns AMPLIFY ETFO (ETHO)? -- Institutional Holders (2026-06-30)
71 institutions reported holding $48.3M of AMPLIFY ETFO (ETHO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BAILARD, INC. ($5.7M), WCG Wealth Advisors LLC ($5.2M), Envestnet Portfolio Solutions, Inc. ($5.0M), NATURAL INVESTMENTS, LLC ($3.5M), LPL Financial LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BAILARD, INC. | $5.7M | 70,108 | Added |
| 2 | WCG Wealth Advisors LLC | $5.2M | 64,934 | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $5.0M | 62,072 | Added |
| 4 | NATURAL INVESTMENTS, LLC | $3.5M | 43,995 | Trimmed |
| 5 | LPL Financial LLC | $3.5M | 43,053 | Added |
| 6 | Modern Wealth Management, LLC | $3.1M | 38,457 | Trimmed |
| 7 | PFG Investments, LLC | $2.3M | 28,989 | Added |
| 8 | Stonehearth Capital Management, LLC | $1.8M | 22,052 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $1.7M | 20,476 | Added |
| 10 | Walkner Condon Financial Advisors LLC | $1.1M | 13,664 | Trimmed |
| 11 | Arnhold LLC | $935,882 | 11,610 | Hold |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $844,875 | 10,481 | Trimmed |
| 13 | Impact Investors, Inc | $805,858 | 9,997 | Trimmed |
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | $730,653 | 9,064 | Trimmed |
| 15 | Marks Group Wealth Management, Inc | $652,135 | 8,090 | Hold |
| 16 | SGL Investment Advisors, Inc. | $635,251 | 7,710 | Trimmed |
| 17 | First Pacific Financial | $571,040 | 7,084 | Trimmed |
| 18 | Quantinno Capital Management LP | $567,091 | 7,035 | Hold |
| 19 | FSM Wealth Advisors, LLC | $561,721 | 6,968 | Trimmed |
| 20 | Ethic Inc. | $545,810 | 6,771 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $490,028 | 6,079 | Added |
| 22 | Sonoma Private Wealth LLC | $487,287 | 6,045 | Hold |
| 23 | Kestra Advisory Services, LLC | $471,776 | 5,853 | Trimmed |
| 24 | Allegheny Financial Group | $465,578 | 5,775 | Trimmed |
| 25 | Enclave Advisors LLC | $459,719 | 5,703 | Added |
Source: SEC Form 13F filings · as of 2026-06-30