Запись по ценной бумаге · архивный квартал
DIVO
Amplify CWP Enhanced Dividend Income ETF · Financial Services · Asset Management - Income
52Отслеживаемые держатели
+3Δ держателей
52.85MАкций в держании
$2.42BОтчётная стоимость
+5Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +6.1% ·
поток акций +8.2% ·
новые чистые позиции +5.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 17.73M | +2.7% | $810.08M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 17.73M | +2.7% | $810.08M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 17.73M | +2.7% | $810.08M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 8.74M | +6.7% | $399.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.38M | +24.7% | $200.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.38M | +24.7% | $200.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.38M | +24.7% | $200.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.38M | +24.7% | $200.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 3.64M | +8.9% | $166.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 2.00M | -7.0% | $91.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.89M | +6.4% | $86.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.89M | +6.4% | $86.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 1.89M | +6.4% | $86.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1.89M | +6.4% | $86.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 1.85M | +6.6% | $84.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 1.85M | +6.6% | $84.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 1.85M | +6.6% | $84.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.79M | +38.1% | $81.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 1.79M | +38.1% | $81.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.76M | -9.3% | $81.42M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 1.43M | +2.5% | $65.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.34M | +5.8% | $61.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.34M | +5.8% | $61.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.34M | +5.8% | $61.45M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 1.12M | +5.5% | $50.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 1.07M | +18.6% | $48.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 1.07M | +18.6% | $48.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 820.02K | +60.6% | $37.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 820.02K | +60.6% | $37.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Two Sigma Investments ✦ | 466.80K | +302.1% | $21.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 363.01K | +0.1% | $16.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 363.01K | +0.1% | $16.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 363.01K | +0.1% | $16.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 331.87K | -13.3% | $15.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 326.02K | +9.1% | $14.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 299.96K | +33.0% | $13.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 270.36K | +3337.1% | $12.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 219.54K | +39.8% | $10.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 159.59K | -12.7% | $7.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 121.87K | +34.0% | $5.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 121.87K | +34.0% | $5.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 121.87K | +34.0% | $5.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Blair William & Co/Il | 105.92K | +4.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 79.21K | +46.9% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 72.36K | +10.9% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 69.13K | 0.0% | $3.16M | 0.0% | Held | 2 | SEC ↗ |
| 47 | Creative Planning | 49.99K | +31.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 44.77K | Новый | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 44.77K | Новый | $2.05M | 0.0% | New | 1 | SEC ↗ |
| 50 | Wealthfront Advisers LLC | 41.33K | -2.3% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Qube Research & Technologies Ltd | 33.16K | Новый | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 29.17K | +32.6% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 24.28K | -40.9% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 24.04K | -53.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Baird Financial Group, Inc. | 24.04K | -53.4% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Mariner, LLC | 21.47K | +165.0% | $981,021 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 21.08K | +268.9% | $963,447 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Lido Advisors, LLC | 17.44K | -2.5% | $797,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Lido Advisors, LLC | 17.44K | -2.5% | $797,125 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Nuveen, LLC | 13.57K | Новый | $620,149 | 0.0% | New | 1 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 12.10K | -1.5% | $552,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 12.10K | -1.5% | $552,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 12.10K | -1.5% | $552,899 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Corient Private Wealth LP | 11.37K | +4.3% | $519,390 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Cerity Partners LLC | 10.82K | +19.0% | $494,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 10.63K | -63.1% | $485,654 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 67 | Northern Trust Corp | 10.38K | -11.8% | $474,320 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Captrust Financial Advisors | 8.76K | -2.3% | $400,264 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 5.00K | 0.0% | $228,850 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 4.65K | -32.1% | $212,688 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | BlackRock ✦ (пассивный) | 3.89K | 0.0% | $177,956 | 0.0% | Held | 5 | SEC ↗ |
| 72 | BlackRock ✦ (пассивный) | 3.89K | 0.0% | $177,956 | 0.0% | Held | 5 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 439 | Новый | $20,069 | 0.0% | New | 1 | SEC ↗ |
| 74 | Simplex Trading, Llc | 236 | -92.9% | $10,785 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Assetmark, Inc | 156 | 0.0% | $7,129 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Allspring Global Investments… | 135 | Новый | $6,242 | 0.0% | New | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 1 | 0.0% | $34 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Susquehanna International… | $2.05M | 0.0% |
| Susquehanna International… | $2.05M | 0.0% |
| Qube Research & Technologies… | $1.52M | 0.0% |
| Nuveen, LLC | $620,149 | 0.0% |
| Fidelity (FMR) | $20,069 | 0.0% |
| Allspring Global Investments… | $6,242 | 0.0% |
Закрыто
| Goldman Sachs Group | $2.03M | составлял 0.0% |
| Quantinno Capital Management… | $289,784 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 379 держатели, 78.94M акции, $3.52B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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