Who Owns AMPLIFY ETF (ETHO)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $30.3M of AMPLIFY ETF (ETHO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BAILARD, INC. ($5.7M), Envestnet Portfolio Solutions, Inc. ($5.0M), NATURAL INVESTMENTS, LLC ($3.5M), PFG Investments, LLC ($2.3M), Stonehearth Capital Management, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BAILARD, INC. | $5.7M | 70,108 | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $5.0M | 62,072 | Added |
| 3 | NATURAL INVESTMENTS, LLC | $3.5M | 43,995 | Trimmed |
| 4 | PFG Investments, LLC | $2.3M | 28,989 | Added |
| 5 | Stonehearth Capital Management, LLC | $1.8M | 22,052 | Trimmed |
| 6 | Walkner Condon Financial Advisors LLC | $1.1M | 13,664 | Trimmed |
| 7 | Arnhold LLC | $935,882 | 11,610 | Hold |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $844,875 | 10,481 | Trimmed |
| 9 | Impact Investors, Inc | $805,858 | 9,997 | Trimmed |
| 10 | EVERGREEN CAPITAL MANAGEMENT LLC | $730,653 | 9,064 | Trimmed |
| 11 | Marks Group Wealth Management, Inc | $652,135 | 8,090 | Hold |
| 12 | First Pacific Financial | $571,040 | 7,084 | Trimmed |
| 13 | FSM Wealth Advisors, LLC | $561,721 | 6,968 | Trimmed |
| 14 | Ethic Inc. | $545,810 | 6,771 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $471,776 | 5,853 | Trimmed |
| 16 | Allegheny Financial Group | $465,578 | 5,775 | Trimmed |
| 17 | Enclave Advisors LLC | $459,719 | 5,703 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $448,000 | 5,556 | New |
| 19 | Creekside Partners | $447,858 | 5,556 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $409,962 | 5,086 | Trimmed |
| 21 | Atria Investments, Inc | $377,977 | 4,689 | New |
| 22 | WHITTIER TRUST CO | $332,878 | 4,170 | Added |
| 23 | Westfuller Advisors, LLC | $263,111 | 3,264 | Added |
| 24 | R. W. Roge & Company, Inc. | $236,000 | 2,933 | New |
| 25 | Lewis Asset Management, LLC | $228,932 | 2,840 | New |
Source: SEC Form 13F filings · as of 2026-06-30