Who Owns AMPLIFY BLACKSWAN (SWAN)? -- Institutional Holders (2026-06-30)

Name: AMPLIFY BLACKSWAN (SWAN) Institutional Holders (2026-06-30)
Creator: ko.io

39 institutions reported holding $118.2M of AMPLIFY BLACKSWAN (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