14 institutions reported holding $10.5M of AMPLIFY ETF TR (SWAN) in SEC 13F filings for 2026-06-30. Largest institutional holders: LifePlan Financial, LLC ($4.9M), Global View Capital Management LLC ($1.5M), RDA Financial Network ($1.0M), First PREMIER Bank ($946,000), McAdam, LLC ($773,289). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LifePlan Financial, LLC | $4.9M | 146,278 | Trimmed |
| 2 | Global View Capital Management LLC | $1.5M | 45,281 | Added |
| 3 | RDA Financial Network | $1.0M | 30,226 | Trimmed |
| 4 | First PREMIER Bank | $946,000 | 28,343 | Trimmed |
| 5 | McAdam, LLC | $773,289 | 23,179 | Trimmed |
| 6 | MONEY CONCEPTS CAPITAL CORP | $356,736 | 10,693 | Trimmed |
| 7 | Belpointe Asset Management LLC | $312,534 | 9,368 | New |
| 8 | OPPENHEIMER & CO INC | $293,685 | 8,803 | Trimmed |
| 9 | Badgley Phelps Wealth Managers, LLC | $245,911 | 7,371 | New |
| 10 | ANGELES WEALTH MANAGEMENT, LLC | $111,562 | 3,344 | Hold |
| 11 | Farther Finance Advisors, LLC | $46,707 | 1,400 | Hold |
| 12 | Blue Trust, Inc. | $22,286 | 668 | Hold |
| 13 | AE Wealth Management LLC | $2,202 | 66 | Hold |
| 14 | IFP Advisors, Inc | $334 | 10 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30