Who Owns AMPLIFY ETF TR (SWAN)? -- Institutional Holders (2026-03-31)
41 institutions reported holding $309.0M of AMPLIFY ETF TR (SWAN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Tredje AP-fonden ($202.7M), Cerity Partners LLC ($67.5M), LaSalle St. Investment Advisors, LLC ($14.7M), LifePlan Financial, LLC ($4.6M), McAdam, LLC ($4.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tredje AP-fonden | $202.7M | 6.5M | Hold |
| 2 | Cerity Partners LLC | $67.5M | 2.2M | Added |
| 3 | LaSalle St. Investment Advisors, LLC | $14.7M | 473,747 | Trimmed |
| 4 | LifePlan Financial, LLC | $4.6M | 147,155 | Added |
| 5 | McAdam, LLC | $4.2M | 135,161 | Added |
| 6 | Summit Financial, LLC | $2.1M | 66,771 | Trimmed |
| 7 | Cetera Investment Advisers | $2.1M | 66,355 | Trimmed |
| 8 | LPL Financial LLC | $1.3M | 43,025 | Added |
| 9 | Ausdal Financial Partners, Inc. | $1.2M | 38,018 | Trimmed |
| 10 | First PREMIER Bank | $1.1M | 36,543 | Trimmed |
| 11 | Global View Capital Management LLC | $1.1M | 35,019 | Added |
| 12 | RDA Financial Network | $971,074 | 31,263 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $858,382 | 27,635 | Added |
| 14 | OLD MISSION CAPITAL LLC | $709,595 | 22,845 | New |
| 15 | Hyundai Investments Co., Ltd. | $633,460 | 20,773 | Added |
| 16 | M Holdings Securities, Inc. | $580,000 | 18,620 | Hold |
| 17 | Royal Bank of Canada | $464,000 | 14,933 | Added |
| 18 | MONEY CONCEPTS CAPITAL CORP | $347,045 | 11,173 | Hold |
| 19 | StoneX Group Inc. | $308,811 | 9,942 | Added |
| 20 | OPPENHEIMER & CO INC | $296,977 | 9,561 | New |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $278,216 | 8,957 | New |
| 22 | JANE STREET GROUP, LLC | $219,169 | 7,056 | New |
| 23 | Jaffetilchin Investment Partners, LLC | $206,086 | 6,635 | Added |
| 24 | OSAIC HOLDINGS, INC. | $192,042 | 6,183 | Added |
| 25 | Aptus Capital Advisors, LLC | $178,105 | 5,734 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31