Who Owns AMPLIFY ETF TR (SWAN)? -- Institutional Holders (2026-06-30)
39 institutions reported holding $118.2M of AMPLIFY ETF TR (SWAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cerity Partners LLC ($73.5M), LaSalle St. Investment Advisors, LLC ($16.4M), NewEdge Advisors, LLC ($6.6M), LifePlan Financial, LLC ($4.9M), Summit Financial, LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cerity Partners LLC | $73.5M | 2.2M | Added |
| 2 | LaSalle St. Investment Advisors, LLC | $16.4M | 492,780 | Added |
| 3 | NewEdge Advisors, LLC | $6.6M | 199,260 | Added |
| 4 | LifePlan Financial, LLC | $4.9M | 146,278 | Trimmed |
| 5 | Summit Financial, LLC | $2.5M | 74,269 | Added |
| 6 | Cetera Investment Advisers | $2.0M | 61,152 | Trimmed |
| 7 | Global View Capital Management LLC | $1.5M | 45,281 | Added |
| 8 | OLD MISSION CAPITAL LLC | $1.3M | 38,408 | Added |
| 9 | LPL Financial LLC | $1.1M | 33,616 | Trimmed |
| 10 | RDA Financial Network | $1.0M | 30,226 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $992,155 | 29,739 | Added |
| 12 | Ausdal Financial Partners, Inc. | $985,302 | 29,533 | Trimmed |
| 13 | First PREMIER Bank | $946,000 | 28,343 | Trimmed |
| 14 | McAdam, LLC | $773,289 | 23,179 | Trimmed |
| 15 | Hyundai Investments Co., Ltd. | $613,000 | 18,425 | Trimmed |
| 16 | Royal Bank of Canada | $450,000 | 13,479 | Trimmed |
| 17 | MONEY CONCEPTS CAPITAL CORP | $356,736 | 10,693 | Trimmed |
| 18 | StoneX Group Inc. | $332,766 | 9,975 | Added |
| 19 | Belpointe Asset Management LLC | $312,534 | 9,368 | New |
| 20 | OSAIC HOLDINGS, INC. | $300,099 | 8,995 | Added |
| 21 | OPPENHEIMER & CO INC | $293,685 | 8,803 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $248,813 | 7,458 | Trimmed |
| 23 | Badgley Phelps Wealth Managers, LLC | $245,911 | 7,371 | New |
| 24 | Aptus Capital Advisors, LLC | $191,297 | 5,734 | Hold |
| 25 | ANGELES WEALTH MANAGEMENT, LLC | $111,562 | 3,344 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30