Effectdossier · gearchiveerd kwartaal
DIVO
Amplify CWP Enhanced Dividend Income ETF · Financial Services · Asset Management - Income
50Gevolgde houders
+3Δ houders
49.45MGehouden aandelen
$2.22BGerapporteerde waarde
+8Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.4% ·
aandelenstroom +9.5% ·
netto nieuwe posities +6.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.84M | $86.11M | n/a | −1 |
| Q2 2026 | 51 | +3 | 50.85M | $2.32B | +5 | −3 |
| Q1 2026 | 50 | +3 | 49.45M | $2.22B | +8 | −5 |
| Q4 2025 | 47 | 0 | 45.16M | $2.01B | n/a | n/a |
| Q3 2025 | 5 | +1 | 2.54M | $113.15M | +1 | n/a |
| Q2 2025 | 2 | +1 | 44.77K | $1.90M | +1 | n/a |
| Q4 2024 | 1 | -1 | 6.90K | $279,312 | n/a | −1 |
| Q3 2024 | 2 | -1 | 31.95K | $1.32M | n/a | −1 |
| Q2 2024 | 3 | n/a | 95.71K | $3.70M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 17.26M | +10.8% | $774.26M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 8.19M | +9.9% | $367.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.51M | +19.9% | $157.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 3.34M | +15.4% | $149.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | HighTower Advisors, LLC | 2.15M | +0.8% | $96.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 1.94M | -29.3% | $86.49M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.78M | +4.6% | $79.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | UBS Group AG | 1.73M | +14.8% | $77.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Truist Financial Corp | 1.40M | +4.1% | $62.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.30M | +30.5% | $58.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 1.27M | +35.4% | $56.99M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 1.06M | +11.5% | $47.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 903.45K | +11.1% | $40.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Cwm, Llc | 602.74K | +10.0% | $27.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 510.65K | +24.0% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Northwestern Mutual Wealth… | 382.80K | +27.5% | $17.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 362.73K | +42.0% | $16.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Commonwealth Equity Services, Llc | 298.85K | +21.4% | $13.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 225.51K | -17.9% | $10.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 182.90K | -55.5% | $8.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 157.08K | +12.8% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 116.10K | Nieuw | $5.21M | 0.0% | New | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 101.34K | +6.2% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 90.95K | +47.3% | $4.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Gotham Asset Management ✦ | 69.13K | Nieuw | $3.10M | 0.0% | New | 1 | SEC ↗ |
| 26 | Fifth Third Bancorp | 65.27K | +1096.3% | $2.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 53.92K | +20.4% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 51.59K | +366.0% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Goldman Sachs Group ✦ | 45.34K | Nieuw | $2.03M | 0.0% | New | 1 | SEC ↗ |
| 30 | Wealthfront Advisers LLC | 42.28K | +52.0% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 41.08K | Nieuw | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 32 | Creative Planning | 37.91K | -11.4% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 28.80K | +245.7% | $1.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Us Bancorp \De\ | 22.00K | +157.7% | $986,891 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Lido Advisors, LLC | 17.90K | -14.5% | $802,775 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Bank Of Montreal /Can/ | 12.28K | +2.2% | $550,686 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Northern Trust Corp | 11.77K | Nieuw | $527,974 | 0.0% | New | 1 | SEC ↗ |
| 38 | Corient Private Wealth LP | 10.89K | -64.6% | $488,494 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Cerity Partners LLC | 9.09K | +4.8% | $407,693 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Captrust Financial Advisors | 8.96K | +6.2% | $402,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Mariner, LLC | 8.10K | +5.3% | $363,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 7.87K | -1.9% | $352,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 6.85K | 0.0% | $307,357 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 6.46K | Nieuw | $289,784 | 0.0% | New | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 5.71K | -21.9% | $256,318 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 5.00K | Nieuw | $224,550 | 0.0% | New | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passief) | 3.89K | -24.6% | $174,646 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 48 | Simplex Trading, Llc | 3.33K | +474.6% | $149,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Assetmark, Inc | 156 | 0.0% | $6,997 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 1 | Nieuw | $33 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $5.21M | 0.0% |
| Gotham Asset Management | $3.10M | 0.0% |
| Goldman Sachs Group | $2.03M | 0.0% |
| Citadel Advisors | $1.84M | 0.0% |
| Northern Trust Corp | $527,974 | 0.0% |
| Quantinno Capital Management… | $289,784 | 0.0% |
| TD Waterhouse Canada Inc. | $224,550 | 0.0% |
| Russell Investments Group… | $33 | 0.0% |
Verlaten
| Qube Research & Technologies… | $4.26M | was 0.0% |
| Bnp Paribas Financial Markets | $1.48M | was 0.0% |
| Jane Street Group, Llc | $706,348 | was 0.0% |
| Susquehanna International… | $685,834 | was 0.0% |
| Hrt Financial Lp | $299,000 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 379 houders, 78.94M aandelen, $3.52B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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