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Disclosery

BATT AMPLIFY ETF TR

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AMPLIFY LITHIUM (fund)

48 managers (48 13F filers) reported a position in BATT shares at 2025-12-31, 1,026,374 shares in all. 14 filers opened a position and 4 filers sold out during the quarter.

Managers
48
13F filers
48
New
14
Added
11
Reduced
6
Sold out
4
Shares held by filers
1,026,374

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC387,508$5.35M<0.01%+273,40613F-HRTimelineGroup
Q3 Asset Management101,079$1.39M0.32%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC88,201$1.22M<0.01%-4,92213F-HRTimelineGroup
LPL Financial LLC87,775$1.21M<0.01%+13,48113F-HRTimeline
Cetera Investment Advisers39,734$548K<0.01%new13F-HRTimeline
Cordoba Advisory Partners LLC39,031$539K0.13%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,181$499K<0.01%-2,93513F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,765$328K<0.01%+21,26513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,270$307K<0.01%+4,46513F-HRTimelineGroup
HighTower Advisors, LLC22,213$307K<0.01%+62013F-HRTimeline
Cambridge Investment Research Advisors,…19,486$269K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,117$264K<0.01%+3,57913F-HRTimelineGroup
Great Diamond Partners, LLC17,947$248K0.05%new13F-HRTimeline
CWM, LLCin group CWM, LLC15,161$209K<0.01%+27713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,313$184K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,839$177K<0.01%+96813F-HRTimeline
Secure Asset Management, LLC12,823$177K0.03%new13F-HRTimeline
Baron Financial Group, LLC11,615$160K0.09%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,072$139K<0.01%-2,54513F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,675$120K<0.01%013F-HRTimelineGroup
Twin Lakes Capital Management, LLC6,076$83.8K0.04%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,036$69.5K<0.01%-28213F-HR/ATimelineGroup
MAI Capital Management4,727$65.2K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.4,381$60.5K0.05%-2,40313F-HRTimeline
SIMPLEX TRADING, LLC3,273$45.2K<0.01%+3,11113F-HRTimeline
Root Financial Partners, LLC2,508$34.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,500$34.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,000$27.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,556$21.5K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.1,234$17K0.01%013F-HRTimeline
Qube Research & Technologies Ltd803$11.1K<0.01%-19713F-HRTimeline
Cape Investment Advisory, Inc.506$6.98K<0.01%+30613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$6.9K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC421$5.81K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…401$5.54K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.285$3.93K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC250$3.45K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.233$3.21K<0.01%new13F-HRTimeline
CITY HOLDING CO155$2.14K<0.01%013F-HRTimeline
HM PAYSON & CO140$1.93K<0.01%013F-HRTimeline
AE Wealth Management LLC140$1.93K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC114$1.57K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100$1.38K<0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP100$1.38K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70$966<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC45$621<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.13$179<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$25<0.01%+113F-HRTimelineGroup