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Security record · archived quarter

DIVO

Amplify CWP Enhanced Dividend Income ETF · Financial Services · Asset Management - Income

48.71 -0.2% mkt cap $7.47B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
47Tracked holders
0Δ holders
45.16MShares held
$2.01BReported value
+0New positions
−0Exits
Stable Conviction score 49/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 52 +3 52.85M $2.42B +5 −2
Q1 2026 50 +3 49.45M $2.22B +8 −5
Q4 2025 47 0 45.16M $2.01B
Q3 2025 5 +1 2.54M $113.15M +1
Q2 2025 2 +1 44.77K $1.90M +1
Q4 2024 1 -1 6.90K $279,312 −1
Q3 2024 2 -1 31.95K $1.32M −1
Q2 2024 3 95.71K $3.70M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Raymond James Financial Inc 15.59M $693.58M 0.2% n/c 1 SEC ↗
2 Raymond James Financial Inc 15.59M $693.58M 0.2% n/c 1 SEC ↗
3 Raymond James Financial Inc 15.59M $693.58M 0.2% n/c 1 SEC ↗
4 LPL Financial LLC 7.45M $331.43M 0.1% n/c 1 SEC ↗
5 Morgan Stanley 2.93M +22.8% $130.36M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 2.93M +22.8% $130.36M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 2.93M +22.8% $130.36M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 2.93M +22.8% $130.36M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 2.93M +22.8% $130.36M 0.0% ▲ Add 2 SEC ↗
10 Envestnet Asset Management Inc 2.89M $128.80M 0.0% n/c 1 SEC ↗
11 Wealth Enhancement Advisory… 2.74M $124.44M 0.2% n/c 1 SEC ↗
12 HighTower Advisors, LLC 2.14M $95.06M 0.1% n/c 1 SEC ↗
13 Royal Bank Of Canada 1.70M $75.71M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 1.70M $75.71M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 1.70M $75.71M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 1.70M $75.71M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 1.70M $75.71M 0.0% n/c 1 SEC ↗
18 UBS Group AG 1.51M $67.21M 0.0% n/c 1 SEC ↗
19 UBS Group AG 1.51M $67.21M 0.0% n/c 1 SEC ↗
20 UBS Group AG 1.51M $67.21M 0.0% n/c 1 SEC ↗
21 Truist Financial Corp 1.34M $59.78M 0.1% n/c 1 SEC ↗
22 Wells Fargo & Company/Mn 994.98K $44.28M 0.0% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 994.98K $44.28M 0.0% n/c 1 SEC ↗
24 Cetera Investment Advisers 948.02K $42.19M 0.0% n/c 1 SEC ↗
25 Osaic Holdings, Inc. 938.67K $41.78M 0.1% n/c 1 SEC ↗
26 Osaic Holdings, Inc. 938.67K $41.78M 0.1% n/c 1 SEC ↗
27 Osaic Holdings, Inc. 938.67K $41.78M 0.1% n/c 1 SEC ↗
28 Stifel Financial Corp 813.25K $36.19M 0.0% n/c 1 SEC ↗
29 Stifel Financial Corp 813.25K $36.19M 0.0% n/c 1 SEC ↗
30 Cwm, Llc 547.84K $24.38M 0.1% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 411.69K $18.32M 0.0% n/c 1 SEC ↗
32 Bank Of America Corp /De/ 411.69K $18.32M 0.0% n/c 1 SEC ↗
33 Bank Of America Corp /De/ 411.69K $18.32M 0.0% n/c 1 SEC ↗
34 Mercer Global Advisors Inc /Adv 410.94K $18.29M 0.0% n/c 1 SEC ↗
35 Northwestern Mutual Wealth… 300.17K $13.36M 0.0% n/c 1 SEC ↗
36 Mml Investors Services, Llc 274.51K $12.22M 0.0% n/c 1 SEC ↗
37 Bank of New York Mellon Corp 255.50K $11.37M 0.0% n/c 1 SEC ↗
38 Bank of New York Mellon Corp 255.50K $11.37M 0.0% n/c 1 SEC ↗
39 Bank of New York Mellon Corp 255.50K $11.37M 0.0% n/c 1 SEC ↗
40 Commonwealth Equity Services, Llc 246.24K $10.96M 0.0% n/c 1 SEC ↗
41 Rockefeller Capital Management L.P. 139.26K $6.20M 0.0% n/c 1 SEC ↗
42 Qube Research & Technologies Ltd 95.67K $4.26M 0.0% n/c 1 SEC ↗
43 Blair William & Co/Il 95.42K $4.25M 0.0% n/c 1 SEC ↗
44 JPMorgan Chase 61.75K -25.9% $2.75M 0.0% ▼ Trim 2 SEC ↗
45 JPMorgan Chase 61.75K -25.9% $2.75M 0.0% ▼ Trim 2 SEC ↗
46 JPMorgan Chase 61.75K -25.9% $2.75M 0.0% ▼ Trim 2 SEC ↗
47 Jones Financial Companies Lllp 44.77K $1.99M 0.0% n/c 1 SEC ↗
48 Creative Planning 42.78K $1.90M 0.0% n/c 1 SEC ↗
49 Bnp Paribas Financial Markets 33.25K $1.48M 0.0% n/c 1 SEC ↗
50 Wealthfront Advisers LLC 27.82K $1.24M 0.0% n/c 1 SEC ↗
51 Corient Private Wealth LP 30.78K $959,318 0.0% n/c 1 SEC ↗
52 Corient Private Wealth LP 30.78K $959,318 0.0% n/c 1 SEC ↗
53 Lido Advisors, LLC 20.94K $933,436 0.0% n/c 1 SEC ↗
54 Lido Advisors, LLC 20.94K $933,436 0.0% n/c 1 SEC ↗
55 Jane Street Group, Llc 15.87K $706,348 0.0% n/c 1 SEC ↗
56 Jane Street Group, Llc 15.87K $706,348 0.0% n/c 1 SEC ↗
57 Susquehanna International Group, Llp 15.41K $685,834 0.0% n/c 1 SEC ↗
58 Bank Of Montreal /Can/ 12.02K $534,795 0.0% n/c 1 SEC ↗
59 Bank Of Montreal /Can/ 12.02K $534,795 0.0% n/c 1 SEC ↗
60 Baird Financial Group, Inc. 11.07K $492,660 0.0% n/c 1 SEC ↗
61 Baird Financial Group, Inc. 11.07K $492,660 0.0% n/c 1 SEC ↗
62 Cerity Partners LLC 8.67K $386,540 0.0% n/c 1 SEC ↗
63 Cerity Partners LLC 8.67K $386,540 0.0% n/c 1 SEC ↗
64 Us Bancorp \De\ 8.54K $380,032 0.0% n/c 1 SEC ↗
65 Us Bancorp \De\ 8.54K $380,032 0.0% n/c 1 SEC ↗
66 Captrust Financial Advisors 8.44K $375,627 0.0% n/c 1 SEC ↗
67 Renaissance Technologies 8.33K -85.4% $370,774 0.0% ▼ Trim 3 SEC ↗
68 Ameriprise Financial Inc 8.02K $356,892 0.0% n/c 1 SEC ↗
69 Mariner, LLC 7.69K $342,398 0.0% n/c 1 SEC ↗
70 AQR Capital Management 7.32K +9.0% $325,562 0.0% ▲ Add 2 SEC ↗
71 Pnc Financial Services Group, Inc. 6.85K $304,959 0.0% n/c 1 SEC ↗
72 Hrt Financial Lp 6.74K $299,000 0.0% n/c 1 SEC ↗
73 Fifth Third Bancorp 5.46K $242,792 0.0% n/c 1 SEC ↗
74 BlackRock (passive) 5.17K 0.0% $229,887 0.0% Held 3 SEC ↗
75 Simplex Trading, Llc 579 $25,765 0.0% n/c 1 SEC ↗
76 Assetmark, Inc 156 $6,942 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 379 holders, 78.94M shares, $3.52B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API