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Disclosery

BLOK AMPLIFY ETF TR

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BLOCK TECHN ETF (fund)

199 managers (200 13F filers) reported a position in BLOK shares at 2024-12-31, 6,181,851 shares in all. 31 filers opened a position and 22 filers sold out during the quarter.

Managers
199
13F filers
200
New
31
Added
68
Reduced
46
Sold out
22
Shares held by filers
6,181,851

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY958,239$41.4M<0.01%+123,82313F-HR/ATimelineGroup
LPL Financial LLC752,730$32.5M0.01%+111,00513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC428,081$18.5M0.03%-47,98113F-HRTimeline
CX Institutional380,672$16.4M0.65%-23,41513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN304,554$13.2M<0.01%+153,53713F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC268,998$11.6M0.24%+57,85413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC225,767$9.75M0.03%-10,05013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA167,472$7.23M<0.01%+98,74913F-HRTimelineGroup
Cetera Investment Advisers158,781$6.86M0.01%+38,97013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC134,375$5.8M<0.01%+32,47013F-HRTimelineGroup
HighTower Advisors, LLC129,664$5.6M0.01%+20,44813F-HRTimeline
GERBER, LLC100,915$4.36M3.18%-65613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC95,812$4.14M0.01%-42,13013F-HRTimelineGroup
Q3 Asset Management83,400$3.6M2.24%new13F-HRTimeline
NWAM LLC82,799$3.58M0.22%+1,05013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC81,278$3.51M0.03%+58,22913F-HRTimelineGroup
Qube Research & Technologies Ltd75,153$3.25M0.01%+44,17513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …73,782$3.19M0.26%+21,34613F-HR/ATimeline
Cambridge Investment Research Advisors,…69,602$3.01M0.01%-34913F-HRTimeline
Columbus Macro, LLC64,652$2.79M0.39%+21,62213F-HRTimeline
Merit Financial Group, LLC61,341$2.65M0.05%-18,64413F-HRTimeline
Financial Engines Advisors L.L.C.59,001$2.55M0.01%+8213F-HRTimeline
Strategic Wealth Investment Group, LLC56,491$2.44M0.27%-2,88413F-HR/ATimeline
Janney Montgomery Scott LLC56,002$2.42M0.01%-8,75413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,027$2.38M<0.01%+15,03613F-HR/ATimeline
IFP Advisors, Inc49,616$2.14M0.07%+45,69213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,482$2.09M<0.01%-60,16013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO47,895$2.07M<0.01%-3,51213F-HRTimelineGroup
Financial Advocates Investment Manageme…39,786$1.72M0.1%+8,20713F-HRTimeline
Florin Court Capital LLP37,730$1.63M1.69%+2,50013F-HRTimeline
Eagle Strategies LLC35,517$1.53M0.27%+63713F-HRTimeline
Mattson Financial Services, LLC40,217$1.51M0.48%+9,31913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,061$1.38M<0.01%13F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC30,868$1.33M<0.01%+4,88913F-HRTimelineGroup
NewEdge Advisors, LLC29,526$1.28M0.01%+23,52913F-HRTimeline
MATAURO, LLC29,466$1.27M0.28%13F-HRTimeline
Wealthfront Advisers LLC28,578$1.23M<0.01%+9,01713F-HR/ATimeline
NTV Asset Management LLC25,886$1.12M0.15%-1,38513F-HRTimeline
Atria Wealth Solutions, Inc.24,737$1.07M0.01%+1,79913F-HRTimeline
Vise Technologies, Inc.24,329$1.05M0.09%+4,98913F-HRTimeline
CWM, LLCin group CWM, LLC24,104$1.04M<0.01%+21,08413F-HRTimelineGroup
Visionary Wealth Advisors22,894$989K0.06%-62613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,299$963K<0.01%+1,06713F-HRTimelineGroup
Caption Management, LLC22,030$951K0.04%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,457$927K0.01%+4,15413F-HRTimelineGroup
Traction Financial Partners, LLC21,437$926K0.72%+72513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,228$874K+18Timeline
Kaizen Financial Strategies20,130$869K0.49%-50013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,944$818K0.04%-1,60613F-HR/ATimelineGroup
Sovran Advisors, LLC18,047$801K0.11%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …17,992$777K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,075$737K<0.01%+2,67813F-HRTimelineGroup
Laidlaw Wealth Management LLC16,857$728K0.32%-1,55013F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,585$716K0.02%new13F-HRTimeline
Western Wealth Management, LLC15,573$673K0.04%+2,48013F-HR/ATimeline
UBS Group AGin group UBS Group AG15,558$672K<0.01%new13F-HRTimelineGroup
TORNO CAPITAL, LLC15,000$648K0.13%new13F-HR/ATimeline
PCG Wealth Advisors, LLC12,985$561K0.21%+3,58713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,191$527K<0.01%+6,46913F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO10,938$494K0.16%+51613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,290$488K0.01%+8813F-HRTimelineGroup
ARBOR CAPITAL MANAGEMENT INC /ADV10,066$463K0.46%+1,02513F-HRTimeline
Dynamic Advisor Solutions LLC10,471$452K0.02%+8513F-HRTimeline
Creative Planningin group Creative Planning9,866$426K<0.01%-7213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,971$387K0.03%+23413F-HRTimeline
CIBC WORLD MARKET INC.8,961$387K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC8,819$381K0.02%-35513F-HRTimeline
Integrity Financial Corp /WA8,730$377K0.22%-1,24713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,638$373K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,264$357K0.02%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,177$353K0.01%+36913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,871$340K<0.01%-2,01113F-HRTimelineGroup
Fiduciary Alliance LLC7,842$339K0.03%-2,71613F-HRTimeline
SFMG, LLC7,736$334K0.03%-2,03313F-HRTimeline
MAI Capital Management7,315$316K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,223$312K0.01%-77913F-HRTimelineGroup
Perigon Wealth Management, LLC6,572$306K0.01%new13F-HRTimeline
Worth Asset Management, LLC6,948$300K0.16%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC6,284$271K<0.01%-7,84013F-HRTimelineGroup
Strategic Financial Concepts, LLC6,213$268K0.05%new13F-HR/ATimeline
Emerald Advisors, LLC6,201$268K0.04%-3013F-HRTimeline
Private Advisor Group, LLC6,013$260K<0.01%-1,09113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,978$258K<0.01%-44413F-HRTimelineGroup
Wiser Advisor Group LLC5,868$253K0.37%+57013F-HRTimeline
Gladstone Institutional Advisory LLC5,835$252K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,805$251K<0.01%new13F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC5,500$238K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc5,435$235K0.02%-9,41413F-HRTimeline
Cyndeo Wealth Partners, LLC5,402$233K0.02%new13F-HRTimeline
Fulton Bank, N.A.5,303$229K0.01%new13F-HRTimeline
Maridea Wealth Management LLC5,248$227K0.07%13F-HRTimeline
Independent Advisor Alliance5,199$225K<0.01%new13F-HRTimeline
Maia Wealth LLC4,833$218K0.05%new13F-HRTimeline
IHT Wealth Management, LLC5,038$218K0.01%-2,03213F-HRTimeline
Ashton Thomas Private Wealth, LLC5,019$217K0.01%new13F-HRTimeline
HCR Wealth Advisors5,015$217K0.03%-2,00013F-HRTimeline
Kovack Advisors, Inc.4,978$215K0.02%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,950$214K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,860$210K0.01%new13F-HRTimeline
Tradition Wealth Management, LLC4,854$210K0.02%new13F-HRTimeline
Betterment LLC4,820$208K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…4,317$186K0.02%-22113F-HRTimeline
Geneos Wealth Management Inc.4,208$182K0.01%+1,09313F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC4,100$177K<0.01%-6,51513F-HRTimelineGroup
EP Wealth Advisors, LLC3,870$167K<0.01%+3413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,785$164K<0.01%+60213F-HR/ATimelineGroup
Innovative Advisory Group, LLC3,763$163K0.14%13F-HRTimeline
Venturi Wealth Management, LLC3,747$162K0.01%+3,60013F-HRTimeline
North Star Investment Management Corp.3,452$149K0.01%013F-HRTimeline
Allworth Financial LP2,909$142K<0.01%+75313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,229$139K<0.01%013F-HRTimelineGroup
Stelac Advisory Services LLC3,220$139K0.05%013F-HRTimeline
COMERICA BANK3,061$132K<0.01%+1,06113F-HR/ATimeline
First PREMIER Bank2,820$122K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…2,695$116K<0.01%-3313F-HRTimeline
PRIVATE TRUST CO NA2,568$111K0.01%+1,05713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,200$95K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC2,039$88.1K<0.01%-6,34613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,000$86.4K<0.01%-4813F-HRTimelineGroup
Sandy Spring Bank1,895$81.8K<0.01%+56413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,876$81K<0.01%-2,58013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,753$75.7K<0.01%-1213F-HRTimelineGroup
Castleview Partners, LLC1,614$71.6K0.04%-2413F-HR/ATimeline
Manchester Capital Management LLC1,550$66.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,397$60.3K<0.01%-20113F-HRTimeline
Copia Wealth Management1,240$53.6K0.05%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,175$50.7K0.01%+10013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,165$50.3K<0.01%-1,23013F-HRTimelineGroup
AE Wealth Management LLC1,154$49.9K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,094$47.2K0.02%13F-HRTimeline
Rosenberg Matthew Hamilton1,071$46.3K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,060$45.8K<0.01%+50113F-HRTimelineGroup
MATHER GROUP, LLC.1,035$44.7K<0.01%+5813F-HRTimeline
Global Retirement Partners, LLC940$40.6K<0.01%+27213F-HRTimeline
BOKF, NAin group BOKF, NA784$34.7K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC737$31.8K<0.01%+213F-HRTimeline
Asset Dedication, LLC641$27.7K<0.01%+1713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.533$23K0.01%+713F-HRTimeline
Golden State Wealth Management, LLC528$22.8K<0.01%13F-HRTimeline
Fairfield Financial Advisors, LTD520$22.5K0.01%013F-HRTimeline
Beacon Capital Management, LLC504$21.8K<0.01%+2713F-HRTimeline
Aptus Capital Advisors, LLC492$21.2K<0.01%013F-HRTimeline
GODSEY & GIBB, INC442$19.1K<0.01%013F-HRTimeline
Avior Wealth Management, LLC372$16.1K<0.01%+1813F-HRTimeline
SJS Investment Consulting Inc.368$15.9K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC350$15.1K<0.01%-8513F-HRTimeline
Federation des caisses Desjardins du Qu…347$15K<0.01%013F-HRTimeline
Financial Perspectives, Inc335$14.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC326$14.1K<0.01%+2313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…322$13.9K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.313$13.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC304$13.1K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC300$13K<0.01%013F-HRTimeline
BIRCHBROOK, INC.300$13K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…258$12.6K<0.01%-16213F-HRTimeline
GPS Wealth Strategies Group, LLC290$12.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC287$12.4K<0.01%+1613F-HRTimeline
Tidemark, LLC256$11K<0.01%+1013F-HRTimeline
Parallel Advisors, LLC228$9.86K<0.01%013F-HRTimeline
Hillsdale Investment Management Inc.220$9.5K<0.01%013F-HRTimeline
Creekmur Asset Management LLC218$9.4K<0.01%+1113F-HRTimeline
Cedar Mountain Advisors, LLC210$9.08K<0.01%+1213F-HRTimeline
PrairieView Partners, LLC221$9K<0.01%013F-HRTimeline
Main Street Group, LTD200$8.64K<0.01%-60113F-HRTimeline
Blue Trust, Inc.198$8.55K<0.01%013F-HR/ATimeline
OARSMAN CAPITAL, INC.150$6.47K<0.01%+213F-HRTimeline
Element Wealth, LLC145$6.26K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC143$6.18K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.139$6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.130$5.61K<0.01%+7013F-HRTimeline
Fourth Dimension Wealth, LLC129$5.57K<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC121$5.29K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC116$5.01K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC109$4.73K<0.01%013F-HRTimeline
Nemes Rush Group LLC101$4.36K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV100$4.32K<0.01%013F-HRTimeline
Westside Investment Management, Inc.100$4.32K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC100$4.32K<0.01%13F-HRTimeline
Ball & Co Wealth Management Inc.101$4K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…91$3.96K<0.01%+513F-HRTimeline
Prestige Wealth Management Group LLC90$3.89K<0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC90$3.89K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.75$3.37K<0.01%-5513F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP75$3.24K<0.01%013F-HRTimeline
Transce3nd, LLC75$3.24K<0.01%13F-HRTimeline
Richard W. Paul & Associates, LLC70$3.02K<0.01%-1313F-HRTimeline
WEST PACES ADVISORS INC.35$1.51K<0.01%013F-HRTimeline
Bullock Wealth Management Group25$1.08K<0.01%013F-HRTimeline
Smithfield Trust Co25$1K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC21$907<0.01%13F-HRTimeline
Bogart Wealth, LLC15$648<0.01%013F-HRTimeline
Larson Financial Group LLC12$503<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC11$476<0.01%013F-HRTimeline
NorthRock Partners, LLC10$432<0.01%013F-HR/ATimeline
Biltmore Family Office, LLC10$432<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$86<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.11$00%+113F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Householder Group Estate & Retirement S…1$00%-7,63113F-HRTimelineValue filed as zero, left out of ratios.
Nova Wealth Management, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.